2 • 935 Ratings
🗓️ 22 October 2022
⏱️ 40 minutes
🧾️ Download transcript
During Medicare enrollment, there are many decisions to make that could cost you a lot if you don’t choose wisely. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean, Soledad and wealth planner Rose Niang explain the intricacies of Medicare plans and what you need to know to help you make the best decisions. Later in the episode, charitable giving is good for charities and it also could be good for your personal economy. The hosts discuss giving in a tax-efficient way and how a donor-advised fund can help.
This show is prerecorded, 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).
This material was prepared for informational and/or educational purposes only. Although the information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness.
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.
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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. |
0:12.1 | The show was pre-recorded earlier this week. |
0:14.0 | The Everyday Wealth Radio show and podcast |
0:15.8 | are produced and created by Edelman Financial Engines and hosted by Jean Chatsky |
0:18.9 | 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 |
0:26.0 | therefore have an incentive to endorse Edelman Financial Engines and its planners. |
0:29.0 | For additional information, please see W.W. |
0:31.0 | Edelman- Engents.com |
0:33.0 | everyday dash wealth. |
0:34.0 | The 2021 top 100 independent advisory firm |
0:36.6 | ranking issued by Behrens is qualitative and quantitative, |
0:39.0 | including assets managed, revenue generated, |
0:41.0 | 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. |
0:56.2 | At the intersection of life and money, |
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