2 • 935 Ratings
🗓️ 1 October 2022
⏱️ 40 minutes
🧾️ Download transcript
When you’re approaching retirement, you have to make many decisions that will affect your finances – either positively or negatively. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Isabel Barrow discuss some of the most important decisions that could cost you if you don’t plan for them, including what to do with your mortgage, and what to consider before traveling . Later, the end of the year is coming and so are opportunities to harvest some of your losses to help save you money on taxes. Jean and Isabel talk about what tax-loss harvesting is and how it may help you.
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.
This is a hypothetical illustration and is not representative of the past or future results of any specific investment vehicle. Past performance does not guarantee future results
See omnystudio.com/listener for privacy information.
Click on a timestamp to play from that location
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, |
0:26.0 | and therefore have an incentive to endorse |
0:27.4 | Edelman Financial Engines and its planners. |
0:29.0 | For additional information, please see W.W. |
0:31.2 | Edelman Financial Engines. |
0:32.3 | com, slash Everyday Day, Wealth. The 2021. Please see W.W. ELLman Financial Engents.com |
0:33.0 | everyday dash wealth. |
0:34.0 | The 21 top 100 independent advisory firm |
0:36.7 | ranking issued by Barron's is qualitative and quantitative, |
0:39.2 | including assets managed, revenue generated, |
0:41.1 | regulatory 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. |
0:52.5 | Investor experience and returns are not considered. |
... |
Transcript will be available on the free plan in -869 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Jean Chatzky, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Jean Chatzky and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.