Supporting Families in Transition: Financial Caregiving and Daily Money Management with Jeremy Zizmor
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
Release Date: 03/10/2026
From Career Chaos to Purpose—And the Secret to Reimagining Retirement with Dale Power
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this heartfelt episode, Dale Power shares her inspiring journey through life's transitions—from entrepreneurship to profound personal loss—and how courage can be a guiding force during pivotal moments. Discover practical steps to reimagine your purpose and embrace change with confidence. Key Topics: Dale's personal story of resilience and reinvention The Share Your Courage three-step methodology for navigating transitions The importance of starting where you are and leveraging strengths Reimagining career paths through conversations and informational interviews Practicing...
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Supporting Families in Transition: Financial Caregiving and Daily Money Management with Jeremy Zizmor
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode, Donna Kendrick hosts Jeremy Zizmor to discuss how daily money management and financial caregiving can ease the lives of families navigating widowhood, divorce, aging parents, or other transitions. Jeremy shares insights into establishing financial organization, protecting assets, and leveraging professional teams to provide clarity during challenging times. Key Topics: The role of daily money managers in supporting families through life transitions How to organize and streamline financial documents and insurance policies Importance of establishing trusted...
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Embracing Guilt and Gratitude: A Widow’s Journey to Financial and Emotional Wellness
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this heartfelt solo episode, Donna Jean Kendrick shares her personal story of resilience, the challenges of widowhood, and how she rebuilt her life and business from loss to abundance. If you've ever struggled with guilt, self-judgment, or balancing career and family after a major life transition, this episode offers inspiration, practical insights, and a reminder to embrace your own journey. Key topics: Donna’s journey from widowhood to remarriage and blended family life The significance of community support and local culture (Jenkins Town) Overcoming guilt related to financial...
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The Hidden Trauma Sabotaging Your Business (And How To Uncover It) with Nicole Lewis-Keeber
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode, we explore how childhood trauma and emotional health directly impact entrepreneurs’ business performance. Nicole Lewis Keeber, a business therapist and mindset coach, shares insights on harnessing therapeutic tools to overcome subconscious barriers, leading to sustainable success. Whether you're growing a startup or feeling stuck at a ceiling, this conversation offers actionable strategies to align your emotional health with your business goals. Key topics: How childhood trauma influences entrepreneurial mindset and business outcomes Recognizing and...
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The Impact of Loss on Family Dynamics with Clare Bodle
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this heartfelt conversation, Claire Bodle shares her journey of grief after the sudden loss of her husband, exploring the complexities of parenting through loss, the importance of community support, and the healing power of writing. Claire reflects on her children's unique grieving processes, the lessons learned over the years, and how she has transformed her life in the wake of tragedy. Her story emphasizes resilience, the significance of open communication about grief, and the empowerment that comes from taking control of one's life and finances. Key Takeaways Claire...
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Finding Strength and Community in Widowhood: A Conversation with Tina Fornwald
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode of Widow Wisdom and Wealth, host Donna speaks with Tina Fornwald, founder of Widowhood Real Talk with Tina. They discuss Tina's personal journey through grief after losing her husband, the importance of community and family support, and the challenges of parenting as a sole parent. Tina shares her insights on self-care, planning for the future, and her writing journey, including her upcoming book. The conversation emphasizes the need for connection and resources for those navigating widowhood. Takeaways Tina's mission is to facilitate healing from grief. Grief can be...
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A Safe Space for Widows to Connect and Heal with Pam Baker
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this conversation, Pam Baker shares her journey through grief after losing her husband to glioblastoma. She discusses the importance of community and support for widows, highlighting her initiative, Widows Who Wine, which provides a safe space for women to connect and heal. Pam emphasizes the significance of financial planning and preparation for the future, especially in the context of loss, and shares insights from her new book, 'Where's the Key to the Safe.' The discussion touches on the challenges of navigating grief, the importance of open conversations about finances, and the joy of...
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Establishing Healthy Boundaries in Widowhood
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this solo episode of 'Widow Wisdom and Wealth,' host Donna Jean Kendrick shares her reflections on 13 years of widowhood, focusing on the importance of setting boundaries. Donna discusses the challenges she faced, from managing a career and raising children to blending families after remarriage. She shares personal anecdotes, such as the aftermath of her foot surgery, to illustrate the critical role of communication and planning in maintaining healthy boundaries. Donna emphasizes that setting boundaries is not negative but rather essential for preserving mental space, strength, and the...
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Dating After Loss at 50+: How Donna Meador Found Love Again After Widowhood
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
Smart Dating Divas Embracing Love and Life Transitions with Donna Meador In this episode of Widow Wisdom and Wealth™, host Donna interviews Donna Meador, who shares her incredible story of finding love later in life, navigating relationships with adult children, enduring financial hardships, and rebuilding her life after loss. Donna discusses the loss of her first husband, her journey to find new love, creating a blended family, and starting Smart Dating Divas. She highlights the importance of self-love, financial planning, and effective communication with loved ones. The episode offers...
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How to Manage Self-Care After Loss: An Impromptu Discussion with Donna Kendrick and Jim Gehan
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this edition of 'Widow Wisdom and Wealth™,' host Donna Kendrick and her husband Jim Gehan share an impromptu conversation about self-care, sleep, and community support after the loss of a spouse. They discuss the importance of creating a new normal, taking personal time, and addressing the guilt often felt by widows and widowers when they focus on their own needs. The episode highlights their personal experiences and offers practical advice for those navigating career challenges and parenthood after losing a partner. 00:00 Introduction to Widow Wisdom and Wealth...
info_outlineIn this episode, Donna Kendrick hosts Jeremy Zizmor to discuss how daily money management and financial caregiving can ease the lives of families navigating widowhood, divorce, aging parents, or other transitions. Jeremy shares insights into establishing financial organization, protecting assets, and leveraging professional teams to provide clarity during challenging times.
Key Topics:
- The role of daily money managers in supporting families through life transitions
- How to organize and streamline financial documents and insurance policies
- Importance of establishing trusted contacts and clear family communication
- Building a professional team: financial planners, estate attorneys, care managers, and accountants
- Proactive planning vs. reactionary approaches to money management crises
- Tools like the Financial Caregiving Toolkit for assessing and managing finances
- Confidentiality and trust considerations when working with families
- Tips for educating young adults on financial basics with practical tools
- How to find qualified daily money management professionals in your area
Chapters:
00:00 - Introduction and overview of Jeremy Zizmor's background and mission
02:23 - Jeremy’s personal story of caring for his grandmother and founding Assurance Family Partners
04:08 - The core services of daily money management and financial caregiving
07:16 - How financial organization helps families in crisis and prevents costly oversights
09:41 - Macro and immediate planning strategies for transitional families
11:32 - Communicating with family members and safeguarding confidentiality
13:26 - Building a trusted professional team for ongoing support
15:40 - Handling family dynamics and legal considerations in financial management
17:24 - The role of care managers and the sandwich generation’s unique needs
19:05 - Additional services like insurance management, household payroll, and document organization
22:33 - Common challenges and the importance of proactive planning
24:44 - Learning from reactive crises and the value of early intervention
25:23 - The Financial Caregiving Toolkit: resources for families starting their journey
27:19 - Educating young adults on finances and the benefits of self-guided or professional support
28:24 - How to find a qualified daily money manager; Jeremy’s recommended resources
29:22 - Jeremy’s location and contact info for Assurance Family Partners
Resources & Links
Connect with Jeremy Zizmor and discover resources:
Website: https://assurancefamilypartners.com/
Assessment for an interested person or family to continue the conversation: https://assessment.assurancefamilypartners.com/
Financial Caregiving Toolkit 6 Biggest Hurdles to Overcome when Managing a Loved One's Finances: https://6hurdles.assurancefamilypartners.com/register
Find a Daily Money Manager in your area: https://secure.aadmm.com/find-a-dmm/
This episode offers practical advice for families wishing to prevent financial crises and build resilient support systems during times of transition, emphasizing the importance of organization, trust, and proactive planning.
Citations for the aging in place percentages mentioned in this episode:
75% https://www.aarp.org/home-living/home-community-preferences-survey-2024/?utm_source=chatgpt.com
84% https://point.com/blog/aging-in-place-2025?utm_source=chatgpt.com
88% https://www.retirementliving.com/aging-in-place/aging-in-place-statistics?utm_source=chatgpt.com
87% https://medicalxpress.com/news/2025-06-poll-wide-variation-older-adults.html?utm_source=chatgpt.com
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CONNECT 🤝
Facebook: /donnajeankendrick
LinkedIn: /donna-kendrick
Instagram: / donnajeankendrick
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CONTACT ☎
Website: https://sephtonfinancial.com/
Phone: (215) 948-3945
Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10...
Downloadables and Resources: https://sephtonfinancial.com/resources/
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Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice. The guests on the podcast are not affiliated or registered with Cetera Financial Specialist. Any information provided by the guests are in no way related to Cetera Financial Specialist or its registered representatives.