Everyday Wealth
Soledad O'Brien & Jean Chatzky
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Everyday Wealth, a nationally syndicated radio show and podcast hosted by Soledad O’Brien and Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean and Soledad discuss the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by Edelman Financial Engines wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential.
For more information and air times, please visit EverydayWealth.com
Available episodes
Newest first
Oldest first
3 hours ago
What’s yours, mine and ours? Estate planning for blended families
Erin Smith, director of estate planning at Edelman Financial Engines, joins Jean and Soledad to discuss what couples who are remarrying and joining families need to know about wills, trusts and dividing assets.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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1 day ago
3 steps to take before saying ‘I do’ again when you have a family
Navigating financial planning when you’re blending families can be very complicated. Soledad and Jean talk with Edelman Financial Engines wealth planner Jason Cowans about what steps to take to help make blending easier.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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2 days ago
Listener email: Should you keep your money separate from your spouse’s money?
Alex in Longmont, Colorado, emailed us and wanted to know why Jean and her husband keep their money separate. Jean gives her answer and talks about why it works for them.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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2 days ago
Should you get a prenup if you’re remarrying?
Edelman Financial Engines wealth planner Jason Cowans joins Jean and Soledad to discuss what a first conversation is like with clients who are entering a new marriage, and why prenups are especially important when you’re blending families.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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3 days ago
Blending families reassessment checklist
When you’re blending families, you have to do a complete reassessment of your wealth planning strategies. In this segment, Jean and Soledad explain all the things to consider and discuss with your partner when you’re merging families.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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5 days ago
Episode 21: Financial and estate planning for blended families
Nearly half of U.S. families are blended – where at least one of the partners has been married before and is bringing children into their new relationships. So it’s quite common but can also be quite complex when it comes to finances and figuring out what’s “yours, mine and ours.” In this episode of Everyday Wealth™, Soledad O’Brien and Jean Chatzky are joined by Erin Smith, director of estate planning, and wealth planner Jason Cowans, from Edelman Financial Engines to discuss the financial obstacles that blending families create and how to help navigate them. Later in the show, Jean, Soledad and Jason discuss whether it’s a good time to buy the dip.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels
See omnystudio.com/listener for privacy information.
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6 days ago
How to Money
Our very own Jean Chatzky and the team at HerMoney have a new book out called How to Money. During this segment, Soledad and Edelman Financial Engines wealth planner Rose Niang explore key takeaways with Jean.
See omnystudio.com/listener for privacy information.
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May 19, 2022
Listener question: Are 529 plans transferrable?
Amelia from New York called in to ask Jean, Soledad and Edelman Financial Engines wealth planner Rose Niang about 529 plans. She has three young kids, is unsure if they’ll be going to college, and wants to know if 529s are the best way to save for it.
These callers are prerecorded and prescreened.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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May 18, 2022
Who should pay for college?
Should the parent pay? Or the student? In this segment, Edelman Financial Engines wealth planner Rose Niang joins Jean and Soledad to break down what makes the most sense when it comes to who pays for college.
See omnystudio.com/listener for privacy information.
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May 17, 2022
The rule of thumb when borrowing for college
Knowing what you can afford when you’re planning for college is essential. In this segment,Soledad and Jean discuss a rule of thumb for when it comes to how much you should borrow for college and the importance of setting realistic expectations.
See omnystudio.com/listener for privacy information.
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May 16, 2022
The cost of college
College is expensive, and in this segment, Jean and Soledad talk about the average costs and what considerations to make before choosing a college.
See omnystudio.com/listener for privacy information.
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May 14, 2022
Episode 20: Planning and saving for college
We’re approaching graduation season so, in this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky explore the topic of planning and saving for college. Edelman Financial Engines wealth planner Rose Niang joins the conversation to discuss financial aid, scholarships and the best and worst ways to pay for college. Later in the episode, Jean, Soledad and Rose talk to a caller who has a question about 529 plans, and then Jean walks through her book How to Money.
These callers are prerecorded and prescreened.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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May 13, 2022
Listener question: What should I do with an inherited IRA?
Mark from Connecticut called in to ask Jean, Soledad and Edelman Financial Engines wealth planner Brian Leslie about an IRA he inheritedThey provide Mark with some great options.
Callers are prerecorded and prescreened.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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May 12, 2022
What you didn’t know about HSAs
Edelman Financial Engines wealth planner Brian Leslie joins Jean and Soledad to discuss the ins and outs of health savings accounts, including what they can be used for and how to invest the funds, which 91% of people don’t do!
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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May 11, 2022
What are I bonds and why is there so much interest in them?
More and more American investors have been googling I bonds and over the last six months have bought $11 billion worth of the bonds. Why?Jean and Soledad talk with Edelman Financial Engines wealth planner Brian Leslie about what I bonds are, why there’s so much interest in them and how they could potentially help you protect your wealth against inflation.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines A…
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May 10, 2022
How to remain calm despite market volatility
Brian Leslie from Edelman Financial Engines joins Soledad and Jean to discuss how to deal with the ups and downs caused by the current market volatility.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels.
See omnystudio.com/listener for privacy information.
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May 9, 2022
What are the differences between the stock market and the economy?
Jean and Soledad discuss the differences between the stock market and the economy, how to determine the health of the economy and why it shrank in the first quarter since consumers are still spending despite inflation.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels.
See omnystudio.com/listener for privacy information.
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May 7, 2022
Episode 19: Inflation, I bonds, HSAs and inherited IRAs
In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Edelman Financial Engines wealth planner Brian Leslie to discuss different investment vehicles for your money, including I bonds, Treasury Inflation-Protected Security bonds, health savings accounts and more. Later in the episode, Jean, Soledad and Brian talk to a caller who has a question about what to do with an inherited IRA.
Callers are prerecorded and prescreened.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfo…
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May 6, 2022
Offering retirement benefits when you’re a small-business owner
Edelman Financial Engines Director of the Retirement Plans Division Jim Marx walks Jean and Soledad through a list of questions to ask a financial advisor about retirement plan benefit options for a small business.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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May 5, 2022
Retirement and 401(k) plan options for small-business owners
Jean and Soledad are joined by Jim Marx, director of the Retirement Plans Division at Edelman Financial Engines, and Isabel Barrow, wealth planner at Edelman Financial Engines, to explain different types of retirement and 401(k) plans for small-business owners.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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May 4, 2022
Hiring mistakes to avoid when you own a small business
Jean and Soledad discuss what they’ve learned about the hiring and firing process through their own small businesses.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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May 3, 2022
Questions to ask yourself before starting a small business
Isabel Barrow from Edelman Financial Engines joins Soledad and Jean to discuss the pre-startup process for a small business, including making a business plan and what resources to consider using and not using for funding.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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May 2, 2022
The road to starting a small business
Jean and Soledad share their personal stories of how they built their small businesses and what advice they were given that helped them along the way.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Apr 30, 2022
Episode 18: Small business: The backbone of our economy
This week’s episode of Everyday Wealth celebrates Small Business Week, with Soledad O’Brien and Jean Chatzky sharing their personal experiences of building their own small businesses, including great tips and lessons they’ve learned and mistakes they’ve made along the way. Later in the episode, Jean and Soledad are joined by Director of the Retirement Plans Division at Edelman Financial Engines, Jim Marx, and Edelman Financial Engines wealth planner Isabel Barrow to discuss 401(k)s and retirement plans for small-business owners.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Apr 29, 2022
Where does ESG fit into a diversified portfolio?
Edelman Financial Engines wealth planner John McCafferty walks Jean and Soledad through where ESG investing could potentially fit into a portfolio and what to consider before investing.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Apr 28, 2022
The pros and cons of ESG investing
Jean, Soledad, and Senior Vice President of Portfolio Management at Edelman Financial Engines Neil Gilfedder go over the advantages and disadvantages of ESGs and what solutions are offered to clients that allow them to invest their values.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Apr 27, 2022
What is ESG investing?
ESG investing is exploding in popularity right now and Soledad and Jean, along with Senior Vice President of Portfolio Management at Edelman Financial Engines Neil Gilfedder, break down what you need to know about each criterion.
See omnystudio.com/listener for privacy information.
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Apr 26, 2022
How does the climate crisis affect investors?
While there are some investment risks for investors due to climate change, there are opportunities as well. Soledad and Jean discuss what those are and how it may impact the way you invest.
See omnystudio.com/listener for privacy information.
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Apr 25, 2022
A look at the financial news
From the difference between inflation and price gouging to what’s going on with Elon Musk and Twitter, Jean and Soledad run down the big stories when it comes to financial news.
See omnystudio.com/listener for privacy information.
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Apr 23, 2022
Episode 17: The impacts of climate on economies and ESG investing
In honor of Earth Day, the topic of climate change is tackled in this episode of Everyday Wealth. Listen as Soledad O’Brien and Jean Chatzky talk about how different sectors are affected by the current crisis and what it means for investors. Later in the episode, Jean and Soledad are joined by Senior Vice President of Portfolio Management at Edelman Financial Engines Neil Gilfedder and Edelman Financial Engines wealth planner John McCafferty to discuss ESG investing.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past pe…
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Apr 21, 2022
Should you downsize your home?
After the kids finally leave for good, should you downsize your home? That’s the question that Soledad, Jean and Edelman Financial Engines wealth planner Rose Niang tackle in this segment. Listen in as they explore the pros and cons from a financial standpoint and get some great tips along the way.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Apr 20, 2022
The cost of boomerang kids
Soledad, Jean and Edelman Financial Engines wealth planner Brian Leslie explore the financial costs of what happens when your adult child moves back home. Listen in as they discuss the do’s and don’ts and what ground rules need to be set before the boomerang begins.
See omnystudio.com/listener for privacy information.
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Apr 19, 2022
The advantages and disadvantages of 529s
From tax considerations to limitations, Jean and Soledad, along with Edelman Financial Engines wealth planner Brian Leslie, talk about the need-to-knows when it comes to 529 plans.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best…
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Apr 18, 2022
Listener question: What do I do with an overfunded 529?
Arthur from Morristown, N.J., wrote in asking about his overfunded 529 plan. Jean, Soledad and Edelman Financial Engines wealth planner Brian Leslie provide different options for him to consider.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts rega…
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Apr 16, 2022
Episode 16: The road to empty nesting
This episode of Everyday Wealth withSoledad O’Brien and Jean Chatzky is a journey through the different phases of having an adult child. Edelman Financial Engines wealth planner Brian Leslie joins the conversation to answer a listener’s question about 529 plans and how to prepare for boomerang kids after college. Later in the show, Jean and Soledad explore downsizing your home after the kids finally leave with Edelman Financial Engines wealth planner Rose Niang.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past perfo…
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Apr 14, 2022
What is a living trust and how is it different than a will?
Jean and Soledad, along with Edelman Financial Engines wealth planner Jason Cowans, discuss why a living trust could be a good option for preparing for future health-care costs and how it differs from a will. Listen in as they discuss who living trusts are best suited for, if you still need a will if you have a trust and how a planner can help.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Apr 13, 2022
Are annuities right for you?
Soledad and Jean, along with Edelman Financial Engines wealth planner Jason Cowans, discuss different perspectives on how annuities work and considerations for using them when preparing for retirement.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Apr 12, 2022
Tips for preparing for the future health-care costs of living longer
Nora Super from the Milken Institute discusses with Jean and Soledad ways to help prepare financially for a secure retirement, including reassessing what’s important to you, cutting costs and more.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Apr 11, 2022
The importance of financial wellness in aging: Interview with Nora Super, executive director of the Milken Institute Center for the Future of Aging
Nora Super brings her expertise in aging research to the conversation with Soledad and Jean as they explore the importance of financial wellness when it comes to health and aging. Topics include early signs of cognitive decline, caring for someone with dementia, and planning for your future health care financially.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Apr 9, 2022
Episode 15: Aging: A family matter
We’re continuing our series on aging in this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Nora Super, the executive director of the Milken Institute Center for the Future of Aging, to discuss the link between healthy longevity and financial wellness. Later in the episode, Edelman Financial Engines wealth planner Jason Cowans joins Jean and Soledad to continue the theme of aging, with discussions on planning for future health-care costs and living trusts.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Apr 7, 2022
Preparing for phased retirement
Soledad, Jean, and Edelman Financial Engines wealth planner John McCafferty walk through when to start preparing for phased retirement and what variables to consider when making the decision.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts re…
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Apr 6, 2022
Thinking outside the retirement box
Soledad and Jean, along with Edelman Financial Engines wealth planner John McCafferty, discuss other options for soon-to-be retirees looking to continue working, including becoming an independent contractor and creating your own business.
See omnystudio.com/listener for privacy information.
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Apr 5, 2022
What is phased retirement?
Jean and Soledad are joined by Edelman Financial Engines wealth planner John McCafferty to discuss the phased retirement approach, where you retire in steps rather than all at once. Listen in to see if it could be the right approach for you.
See omnystudio.com/listener for privacy information.
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Apr 4, 2022
Interview with Dr. Ken Dychtwald, founder of Age Wave
Dr. Ken Dychtwald joins Soledad and Jean to talk about the “third age” and reinventing retirement. Topics include what retirees want, working after retirement, keeping up with an aging population and more.
See omnystudio.com/listener for privacy information.
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Apr 2, 2022
Episode 14: Aging: Reinventing retirement
In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky kick off a new series on aging, starting with an interview with bestselling author and founder of Age Wave, Dr. Ken Dychtwald. Later in the episode, Jean and Soledad dig into the topic of phased retirement with Edelman Financial Engines wealth planner John McCafferty.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C.,…
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Apr 1, 2022
Can your investment losses work for you?
Jean, Soledad and Edelman Financial Engines wealth planner Rose Niang walk through how tax-loss harvesting can work in conjunction with portfolio rebalancing to help make your losses work for you.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts r…
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Mar 31, 2022
How to negotiate when you’re changing jobs later in life
There are many reasons that people change jobs when they’re older and there are also many considerations that go along with it. Soledad, Jean and Edelman Financial Engines wealth planner Rose Niang give tips on what to negotiate before taking your next job.
See omnystudio.com/listener for privacy information.
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Mar 30, 2022
What is tax-loss harvesting?
Tax-loss harvesting allows investors to alter the timing of when they realize their capital gains and losses, which can help lower their income in a particular year. Listen as Jean, Soledad and Edelman Financial Engines wealth planner Rose Niang break down the ins and outs of what you need to know.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advi…
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Mar 29, 2022
The do’s and don’ts of preparing for higher interest rates
Rising interest rates won’t affect every aspect of your life in the same way, but there are a few do’s and don’ts when it comes to what you can do to prepare. Soledad, Jean and Edelman Financial Engines wealth planner Rose Niang explain what they are.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Mar 28, 2022
The impact of rising interest rates
Higher interest rates affect many people many different ways – from savers to investors, and small-business owners to homeowners. In this highlight, Jean, Soledad and Edelman Financial Engines wealth planner Rose Niang walk through what impact these higher interest rates will have.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Mar 26, 2022
Episode 13: Preparing and prospering
Interest rate hikes have everybody talking lately and wondering what to do to prepare. In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky, along with Edelman Engines wealth planner Rose Niang, discuss what preparations to make and not make in this rising interest rate environment. Later in the show, they discuss the ins and outs of tax-loss harvesting, as well as tips on changing jobs later in life.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
N…
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Mar 25, 2022
Webinar sneak peek: 6 tax-smart investment strategies
Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, and wealth planner Brian Leslie, CFP®, join Soledad and Jean to discuss what’s coming up in the March 29 webinar. From tax drag to tax-loss harvesting, they highlight what you need to know to avoid paying too much in taxes.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All…
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Mar 24, 2022
The downfalls of market timing
With volatile markets and the word recession is being thrown around, it’s tempting to get out of the market until things stabilize. But there are several reasons why it may make more sense to stay the course with your investments, with discipline and courage. In this segment, Soledad and Jean, along with Edelman Financial Engines wealth planner Brian Leslie, CFP®, break down the risks of market timing.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that doe…
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Mar 23, 2022
Are we headed for a recession? And, if so, what does that mean for you?
Lately, more and more people are starting to talk about the possibility of a recession. In this segment, Jean and Soledad, along with Edelman Financial Engines wealth planner Brian Leslie, CFP®, dig into what you need to know, including the difference between a recession and a bear market.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments h…
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Mar 22, 2022
The rise of social media influencers
More and more people are turning to social media for their financial news, which has given influencers more power. With so much misinformation out there, it’s hard to know who to trust. In this segment, Jean and Soledad talk about how to navigate the many perspectives out there and what to do to protect your personal economy.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, includin…
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Mar 21, 2022
What’s happening in financial news this week
Soledad and Jean cover the possibility of increasing interest rates, the Russia-Ukraine conflict and everything else that happened this week in finances.
See omnystudio.com/listener for privacy information.
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Mar 19, 2022
Episode 12: Discipline and courage in changing times
With talk of a recession on the rise, Everyday WealthTM hosts Soledad O’Brien and Jean Chatzky, along with Edelman Financial Engines wealth planner Brian Leslie, CFP®, discuss how to deal with concerns and help protect your wealth in these uncertain times. Listen as they also address the rise of social influencers and the impact they have on the financial world. Later in the show, Edelman Financial Engines Vice President of Financial Research Wei Hu joins the conversation to offer a sneak peek into the March webinar, 6 tax-smart investment strategies.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot elim…
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Mar 18, 2022
Are bonds still necessary in a portfolio?
Many pundits and analysts are changing their tune on holding bonds in the current economic environment, but why? Jean, Soledad and Edelman Financial Engines planner Isabel explore the pros and cons of bonds.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Mar 17, 2022
Must-do’s if you’re preparing for a divorce
Edelman Engines Financial Engines planner Isabel Barrow gives Jean and Soledad a checklist of the most important things to do financially when you’re filing for divorce.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Mar 16, 2022
Divorce and finances
From splitting assets to sharing debt and everything in between, Jean, Soledad and Edelman Financial Engines planner Isabel Barrow discuss what you need to think about if you’re going through a divorce.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Mar 15, 2022
The rise of gray divorce
More people 50 and older are getting divorced later in life – which has significant financial implications. Jean and Soledad, along with Edelman Financial Engines planner Isabel Barrow, discuss why it’s happening and what to do from a financial standpoint.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Mar 14, 2022
Financial divesting or a new kind of war?
The global response to Russia’s invasion of Ukraine has set a new precedent in what we consider war. Not only are countries divesting from Russia, but private companies are too, using finance as a weapon.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Mar 14, 2022
Is it too early to talk about the ‘R’ word?
Job numbers are up, the unemployment rate stands at 3.8%, so why are we seeing headlines that we’re possibly headed for a recession? Jean and Soledad break it down for us.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Mar 12, 2022
Episode 11: Are bonds still necessary in a portfolio?
From global conflicts to those more personal, money and assets are used as leverage every day. On this episode of Everyday WealthTM, Soledad O’Brien, Jean Chatzky and Edelman Financial Engines planner Isabel Barrow discuss the global financial response to Russia and they dive into the financial toll of divorce and what to take into consideration when going through it. They close out the conversation answering a listener’s question about the role bonds should play in a diversified portfolio.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees th…
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Mar 10, 2022
What are back-door Roth conversions?
It’s a complicated concept that may help you save money.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Mar 9, 2022
Are women better investors than men?
Jean Chatzky and Soledad O’Brien talk about how women and men invest differently and what the resulting outcomes.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Mar 8, 2022
Will the current market volatility affect your retirement plans?
Edelman Financial Engines wealth planner John McCafferty gives some insight into what to expect if you’re headed for retirement in these unstable times.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Mar 7, 2022
How does the current Russia-Ukraine conflict impact our economy?
Dr Wei Hu, vice president of financial research at Edelman Financial Engines, breaks down what effect the current geopolitical news has on the U.S. and global economies.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Mar 5, 2022
Episode 10: Navigating through uncertain times
In this episode of Everyday Wealth, Wei Hu, vice president of financial research at Edelman Financial Engines, joins hosts Soledad O’Brien and Jean Chatzky to explore the impact of the Russia-Ukraine conflict on the current economic situation and how it affects us here at home. Also, Edelman Financial Engines wealth planner John McCafferty joins the conversation to discuss investing tips for women as well as Roth conversions.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a p…
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Mar 4, 2022
How to talk about finances with your partner
What you need to discuss – and when to do it.
See omnystudio.com/listener for privacy information.
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Mar 3, 2022
The dangers of a concentrated stock position
When it comes to holding one particular stock, how much is too much?
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Mar 2, 2022
The cost of getting remarried
A financial checklist for your second time at the altar.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Mar 1, 2022
Would your partner (financially) cheat on you?
Hidden purchases, separate bank accounts and more! How financial infidelity can become a relationship killer.
See omnystudio.com/listener for privacy information.
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Feb 28, 2022
Market volatility and geopolitics
How will macro events affect the stock market, and more importantly, your financial plan?
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Feb 26, 2022
Episode 9: The intersection of love and money
Is money the key to happiness or is it open communication about money? Edelman Financial Engines planner John McCafferty joins hosts Soledad O’Brien and Jean Chatzky to talk about money and how it can impact every aspect of a relationship – from the first date to financial infidelity. Plus, a look at the latest geopolitical news and how much stock is too much stock?
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of…
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Feb 24, 2022
Tax-efficient withdrawal strategies
Where and when to withdraw to help save you the most money.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 23, 2022
Help protect yourself and your loved ones from being scammed
Precautions you should consider taking andwhat to do if you think you or someone you love has been scammed.
See omnystudio.com/listener for privacy information.
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Feb 22, 2022
Elder fraud is growing
Learn about the most popular elder fraud scams and what to look out for.
See omnystudio.com/listener for privacy information.
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Feb 21, 2022
America Saves Week
Taking a closer look at your retirement account.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 19, 2022
Episode 8: Protecting your wealth
In this episode of Everyday Wealth, hosts Soledad O’Brien and Jean Chatzky are joined by FBI Special Agent Wayne Jacobs to talk about elder fraud and how to help protect your loved ones from being scammed. Later, Edelman Financial Engines planner Jason Cowans joins the conversation to explore how to help protect your wealth using tax-efficient withdrawal strategies.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 18, 2022
The high cost of planning for families with special needs
How to prepare financially for now and in the future
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 17, 2022
Making sense of Social Security
How does it fit into your financial plans?
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 16, 2022
Claiming strategies for Social Security
Questions to ask yourself before you start collecting to help get the most
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 15, 2022
Will the Social Security trust fund run out?
What you need to know
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 12, 2022
Episode 7: Financial planning for special needs
The topic of financial planning for families with special needs is tackled in this episode of Everyday Wealth. Listen as Soledad O’Brien and Jean Chatzky talk with Director of Estate Planning Rodney Weaver and financial planner Jennifer Staben from Edelman Financial Engines, to address this important issue, along with exploring the ins and outs of Social Security.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 11, 2022
Tax hacks
Tax season is upon us and we have some tactical tips on how to find the right tax preparer.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 10, 2022
Beware of your lizard brain!
How your natural instincts can hinder your financial decisions and what you can do to tame them.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels.
See o…
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Feb 9, 2022
Are we headed for a bear market?
What does that mean and what you can do to help protect your wealth.
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystu…
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Feb 5, 2022
Episode 6: Managing financial stress in volatile times
This episode of Everyday Wealth is dedicated to helping you deal with financial stresses, like market volatility. Listen in as Soledad O’Brien, Jean Chatzky and Edelman Financial Engines Planner Rose Niang address this important issue, with a focus on the potential for a bear market, taming our lizard brain and tax planning.
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such stra…
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Feb 4, 2022
What’s your giving strategy?
Exploring different ways to give.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 3, 2022
What is a donor-advised fund?
How having one can benefit you, your charity and your kids!
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 2, 2022
Building a legacy for your family
Why generational wealth typically doesn’t last.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Feb 1, 2022
Crash vs. correction
What’s the difference and what’s in store?
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Jan 31, 2022
Making sense of market volatility
What’s driving it and where do we go from here?
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Jan 29, 2022
Episode 5: Market volatility and what it means for you
It’s been a roller coaster of a month so far and hosts Soledad O’Brien and Jean Chatzky bring in Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, to tell us what we need to know about inflation, interest rates, tech stocks and more. Also in this episode, Edelman Financial Engines Planner Isabel Barrow joins the show to shed some light on charitable donations and building a legacy for your family.
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or…
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Jan 27, 2022
Some do’s and don’ts on life insurance
Here’s a quick formula to figure out how much you need and if you have enough.
Neither Financial Engines Advisors, L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.
See omnystudio.com/listener for privacy information.
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Jan 26, 2022
To buy or not to buy a home ... that is the question
We’re seeing high interest rates and a hot housing market. But will prices fall?
See omnystudio.com/listener for privacy information.
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Jan 25, 2022
Interview with Economist Larry Kotlikoff
Will inflation be short-lived? And what about rising interest rates? Larry tells us what he thinks!
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
See omnystudio.com/listener for privacy information.
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Jan 22, 2022
Episode 4: An economist’s take on what’s happening today
In this week’s episode, Soledad O’Brien and Jean Chatzky talk to economist and bestselling author Larry Kotlikoff about inflation, when to take social security and when to invest, all of which might surprise you. Then later in the episode, Edelman Financial Engines Planner Brian Leslie talks to Jean and Soledad about homeownership and different approaches to mortgages, how much life insurance you actually need and more.
On this episode:
Interview with Economist Larry Kotlikoff
To buy or not to buy a home ... that is the question
Some do’s and don’ts on life insurance
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have…
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Jan 20, 2022
What to do with your end-of-year bonus
Cash bonuses vs. stock bonuses
Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. Fo…
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