Episode 35: Moments that matter

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2 • 935 Ratings

🗓️ 27 August 2022

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 demonstrate how a wealth planner can help you better prepare for the unexpected.

This show is pre-recorded, and any callers are prescreened.

Ms. Chatzky and Ms. O’Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have an incentive to endorse Edelman Financial Engines and its planners. That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses. The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

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 regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0	The views expressed on this program are not necessarily the views of this station.
0:07.6	Content is for educational purposes only.
0:09.2	Consult a financial advisor or conduct your own due diligence if investing.
0:12.2	The show was pre-recorded earlier this week.
0:14.0	The Everyday Wealth Radio Show and Podcast are produced and created by Edelman Financial
0:17.4	Engines and hosted by Jean Chatsky and Soledad O'Brien.
0:19.8	Ms. Chatsky and Ms. O'Brien are not employees or clients of the firm.
0:22.6	They receive fixed cash compensation for acting as hosts and related activities and
0:25.9	therefore have an incentive to endorse Edelman Financial Engines and its planners.
0:29.0	For additional information, please see W.
0:31.1	Edelman Financial Engines.com Every Day.W. Ew. W. Ew. W. The 2021 top 100 independent advisory firm ranking issued by
0:37.3	Barons is qualitative and quantitative, including assets managed, revenue generated, regulatory
0:41.6	records, staffing levels in diversity, technology spending, and succession planning.
0:45.0	Firms elect to participate, but do not pay to be included in the ranking.
0:47.5	Compensation is paid for use and distribution of rating.
0:49.5	Award in September 2021 based on data within a 12-month period, investor experience and returns are not considered.
0:56.1	At the intersection of life and money, this is Edelman Financial Engine's everyday wealth,
1:01.2	with award-winning journalist Soledad O'Brien,
1:04.0	personal finance expert Jean Chatsky and Edelman's
1:08.0	Wealth Flander Jason Cowens.
1:10.0	Edelman's financial engines has been ranked by Bars as the number one investment advisor in the country.
1:15.0	Now here's Jean Chatsky, Soledad O'Brien, and Jason Cowans.
	...

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