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How to Work Through Finances After A Loss or Transition with Donna Kendrick | 6.7.2023

In this episode, Kristen talks with Donna Kendrick, a financial planner and author about the importance of addressing the shame and fear associated with finances and providing resources and support for those going through grief and transition.

You'll Learn

  • The Importance of support during major life transitions, and financial planning for widows/widowers.
  • Overcoming shame and fear around finances, creating a safe space for money discussions.
  • Strategies for transparent and effective financial discussions for couples.
  • Involving children in financial conversations for healthy money habits.
  • Role of financial planners in preparing for the future, and addressing legal matters in blended families.



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This information is being provided to you for educational and informational purposes only. It is being provided to you to educate you about ideas on stress management and as a self-help tool for your own use. It is not psychotherapy/counseling in any form.