• Financial Planning Tips for Life Transitions with Donna Jean Kendrick

  • 2025/02/10
  • 再生時間： 41 分
  • ポッドキャスト

Financial Planning Tips for Life Transitions with Donna Jean Kendrick

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  • サマリー

  • In this episode of Demystifying Money, host Misty Lynch sits down with Donna Jean Kendrick to discuss navigating financial transitions after significant life changes. Donna shares personal experiences and practical advice to help others prepare for life's unpredictable moments.
    • The importance of sharing personal stories to connect with others in similar situations.
    • Strategies for managing finances after the loss of a spouse.
    • The role of financial planning in supporting blended families.
    • Practical steps for organizing digital assets and passwords.
    • The significance of discussing and potentially implementing prenuptial agreements.
    Where to find Donna Jean Kendrick
    • Website: donnajeankendrick.com
    • Instagram: @donnajeankendrick
    • Facebook: @DonnaJeanKendrick
    • YouTube: @donnajeankendrick


    Where to find Misty

    Websites:
    • mistylynch.com
    • soundviewfinancialadvisors.com
    Instagram: @mistylynchcfp
    続きを読む 一部表示

あらすじ・解説

In this episode of Demystifying Money, host Misty Lynch sits down with Donna Jean Kendrick to discuss navigating financial transitions after significant life changes. Donna shares personal experiences and practical advice to help others prepare for life's unpredictable moments.
  • The importance of sharing personal stories to connect with others in similar situations.
  • Strategies for managing finances after the loss of a spouse.
  • The role of financial planning in supporting blended families.
  • Practical steps for organizing digital assets and passwords.
  • The significance of discussing and potentially implementing prenuptial agreements.
Where to find Donna Jean Kendrick
  • Website: donnajeankendrick.com
  • Instagram: @donnajeankendrick
  • Facebook: @DonnaJeanKendrick
  • YouTube: @donnajeankendrick


Where to find Misty

Websites:
  • mistylynch.com
  • soundviewfinancialadvisors.com
Instagram: @mistylynchcfp
続きを読む 一部表示
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