Navigating Real Estate Transitions After Loss or Divorce with Dana Friedman
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
Release Date: 05/12/2026
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
Donna Jean Kendrick talks with Michael Flores, a counselor, family therapist, and founder of Brighter Possibilities Family Counseling, about helping families navigate widowhood, divorce, co-parenting, and court-ordered counseling. Michael shares how his own childhood experiences shaped his mission and why he centers therapy on what children need, not just what adults want.This conversation is especially useful for single parents, widows, widowers, step-parents, grandparents, and therapists supporting blended or high-conflict families. The big idea is simple: when parents align on the goal,...
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In this episode of Widow, Wisdom and Wealth™, Donna welcomes Raymond Lavine, host of Planning with Purpose and two-time EXPY award winner, for a candid conversation about long-term care planning. Rather than getting lost in policy jargon, the discussion focuses on why these conversations matter now—especially for widows, widowers, and families navigating major life transitions. Together, they explore caregiving, vulnerability, legacy, and the importance of having a plan that protects both your loved ones and your future. What You’ll Learn in This Episode: Why long-term care planning is...
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In this episode of Widow, Wisdom and Wealth™, host Don sits down with Dana Frost, founder of the Forced Joy Project, to talk about grief, resilience, and the power of community after loss. Dana shares the story behind her husband Brad’s terminal cancer diagnosis, the “forced joy” mindset they created during his final 100 days, and how that practice evolved into a meaningful mission supporting widows, widowers, and others navigating life after loss. Listeners will hear how the Forced Joy Project grew into a community with retreats, the Joy Scout Club, and creative tools for honoring...
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In this heartfelt episode, Lisa Woolery shares her journey of overcoming widowhood, raising children, and rediscovering purpose through her mission of supporting widows. Her story offers powerful insights on healing, community support, and embracing a new chapter with hope and resilience. Main Topics: Lisa Woolery’s personal widowhood story and early relationship with her husband Eric The importance of honesty, shared responsibility, and mutual support in coping with loss Building community and leaning on neighbors and friends for strength The concept of a widow’s comeback and her...
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Discover how Tiffany Rampey transformed her grief into a movement that empowers widows to travel the world responsibly and joyfully. In this episode, she shares her inspiring story of resilience, the innovative Travel More Method, and practical tips for leveraging points and miles to unlock global adventures. Main Topics: Tiffany’s personal journey from widowhood to reinventing her life through travel The development and principles of the Travel More Method How widows can use points and miles to travel affordably Overcoming mindset blocks like guilt and fear after loss The importance...
info_outlineWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode of "Widow Wisdom and Wealth," Dana Friedman shares insightful advice on managing real estate decisions during emotional life transitions, particularly after widowhood or divorce. Whether you’re considering selling your family home, downsizing, or exploring 55+ communities, Dana’s expertise offers practical guidance and emotional support. Main Topics Covered: How to use the long-term capital gain exclusion within the first two years of widowhood Strategies for accurately determining home value amidst fluctuating markets Important updates and improvements that can increase...
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In this episode of Widow Wisdom and Wealth, we dive deep into resilience, life pivots, and practical strategies for navigating business and personal challenges after loss. Erika Andresen shares her inspiring journey from military service and law to becoming a business continuity expert, emphasizing the importance of planning, action, and living in alignment with your passions. Key Topics The parallels between business continuity planning and handling life's disruptions Erika’s personal story of evolving careers and overcoming hardships How resilience builds through proactive planning and...
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Discover how mindfulness can transform your daily life, reduce stress, and help you find joy amidst chaos, especially for widows and widowers navigating grief, careers, and parenting. Harriet Stein shares practical insights, her personal story, and tools to incorporate mindfulness into busy routines. Key topics: The true meaning of mindfulness: paying attention without judgment Practical ways to practice mindfulness in everyday activities like driving, washing hands, and walking How mindfulness can ease stress and grief, especially during challenging times The nine attitudes of...
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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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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...
info_outlineIn this episode of "Widow Wisdom and Wealth," Dana Friedman shares insightful advice on managing real estate decisions during emotional life transitions, particularly after widowhood or divorce. Whether you’re considering selling your family home, downsizing, or exploring 55+ communities, Dana’s expertise offers practical guidance and emotional support.
Main Topics Covered:
- How to use the long-term capital gain exclusion within the first two years of widowhood
- Strategies for accurately determining home value amidst fluctuating markets
- Important updates and improvements that can increase your home's basis and sale value
- The role of decluttering and emotional resources during urgent moves
- Key considerations in choosing 55+ communities, including HOA fees and amenities
- Building a trusted team of professionals for a smooth transition
- Tips for recent widows/widowers on making quick decisions and processing emotional hurdles
- Dana’s concierge-style service connecting clients nationwide and internationally
Timestamps:
00:00 - Introduction to Dana Friedman and her work supporting families in transition
01:01 - Capital gains exclusion rules for surviving spouses within two years of loss
01:57 - Dana's background and her focus on empathetic real estate support
03:36 - Importance of honest communication in family situations involving divorce or widowhood
05:17 - How to prepare clients emotionally and practically for home selling
06:19 - Approaching home valuation and market analysis in divorce scenarios
07:15 - Guiding clients on affordability and market value considerations
08:14 - Factors influencing home value, including market demand and renovations
09:39 - Using comparative market analysis (CMA) to reevaluate house worth
12:08 - Impact of updates and improvements on home basis and sale price
14:48 - Resources and professional help for decluttering during emotional times
16:19 - Celebrating life and downsizing with memorial events and donation options
18:24 - Decision-making exercises for stay or go in widowhood
19:52 - Processing emotional readiness for moving and emotion-driven timing
20:37 - Dana’s network of trusted professionals for every step of the transition
22:22 - Understanding 55+ communities, amenities, and costs
25:44 - Final advice
Connect with Dana:
Cell: 215-901-4522
Email: Downtown2Devon@gmail.com
Facebook: https://www.facebook.com/DanaFriedman1124
Instagram: @DBF136
Linkedin: https://www.linkedin.com/in/dana-friedman-aba59849/
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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.