Everyday Wealth

Jean Chatzky•www.edelmanfinancialengines.com

Everyday Wealth, a nationally syndicated radio show and podcast hosted by Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean discusses 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

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Episodes

Gifting plans for new grandparents

A new baby in the family means new financial considerations. Jean, Soledad and Edelman Financial Engines wealth planner Jason Cowans discuss what new grandparents should consider when thinking about how to gift money to their new grandchild. See omnystudio.com/listener for privacy information.

Aug 29, 2022•2 min

Episode 35: Moments that matter

Many times in life, people have a sound financial plan – and then BOOM – something unexpectedly disrupts it. From positive experiences like the birth of a new child or changing jobs later in life, to the not so positive ones, like unexpected health scares, these are the times where having your financial house in order matters most. This week on Edelman Financial Engines’ Everyday Wealth™ , Soledad, Jean and Edelman Financial Engines wealth planner Jason Cowans walk through these moments and demo...

Aug 27, 2022•43 min

Jean’s favorite car hack

If you leased your car within the past three years, Jean shares a hack that could make you some money. See omnystudio.com/listener for privacy information.

Aug 26, 2022•2 min

Investing Sense with Dr. Wei Hu – Reference Points

In our monthly segment, Investing Sense , Dr. Wei Hu, vice president of financial research for Edelman Financial Engines, joins Jean and wealth planner Andy Smith to discuss how reference points can lead to bad investing decisions and what to do to help prevent that from happening. 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 ...

Aug 25, 2022•10 min

Leasing vs. buying a car

With sky-high car prices, Jean and Edelman Financial Engines wealth planner Andy Smith discuss whether it’s more cost effective to buy or lease a car in the current economy and the pros and cons of both. Jean also shares her favorite car hack for leased cars. See omnystudio.com/listener for privacy information.

Aug 24, 2022•8 min

What are the differences between investing and speculation?

Edelman Financial Engines wealth planner Andy Smith joins Jean to explain why speculation can lead to risky investments and if there’s ever a time when speculation can be used in goals-based investing. Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing the...

Aug 23, 2022•5 min

How to help mitigate investing risks in today’s economy

Jean and Edelman Financial Engines wealth planner Andy Smith break down the two different types of investors, and what risks may or may not be worth taking in light of the recent market rebound and continued volatility. See omnystudio.com/listener for privacy information.

Aug 22, 2022•4 min

Episode 34: Investing vs. speculation

As markets continue their bumpy ride, some investors are looking to make back losses during the potential upswings – possibly taking on some excessive risk. In this episode of Everyday Wealth™ , Jean Chatzky is joined by wealth planner Andy Smith to discuss the differences between speculation and investing, and how a wealth planner can help mitigate your risks. They also discuss whether it’s better to lease or buy a car in the current economy, and later in the episode, Dr. Wei Hu, vice president...

Aug 20, 2022•43 min

What parents need to do before sending their kids to college

If your child is going off to college for the first time, there are many things that you have to send with them, including financial documents. Erin Smith, director of estate planning with Edelman Financial Engines, joins Soledad and Jean to explain what those documents are, and why they’re so important. Neither 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 regardin...

Aug 19, 2022•8 min

What should consumers and investors do in a recession-ish?

Whether we’re in a recession-ish now or we will be in the future, it’s important to be prepared. Wiliam Lee, chief economist from the Milken Institute, tells Jean and Soledad what consumers and investors can do to help protect their wealth. 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 wi...

Aug 18, 2022•2 min

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