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Everyday Wealth

Episode 45: REPLAY: You’re retired (or almost retired) … now what?

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2935 Ratings

🗓️ 5 November 2022

⏱️ 40 minutes

🧾️ Download transcript

Summary

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.

Originally posted 10-1-22

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 show contains 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.

Transcript

Click on a timestamp to play from that location

0:00.0

The views expressed on this program are not necessarily the views of the station.

0:08.6

Content is for educational purposes only.

0:10.3

Consult a financial advisor or conduct your own due diligence if investing.

0:13.0

The show was pre-recorded earlier this week.

0:15.0

The everyday wealth radio show and podcast are produced and created by Edelman

0:17.5

Financial Engines and hosted by Jean Chatsky and Soledad O'Brien.

0:20.0

Ms. Chatsky and Ms.

0:23.2

Chatsky and Ms. O'Brien are not employees or clients of the firm.

0:23.0

They receive fixed cash compensation for acting as hosts and related activities, and therefore

0:26.5

have an incentive to endure settlement financial engines and its planners.

0:29.2

For additional information, please see Everday Wealth.com, The 2022 top 100 independent advisory firm

0:33.8

ranking issued by Barons is qualitative and quantitative including assets

0:37.0

managed, revenue generated, regulatory records, staffing levels and diversity,

0:40.4

technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking.

0:45.0

Compensation is paid for use and distribution of rating.

0:47.0

Awarded September 2022 based on data within a 12-month period.

0:49.0

Investor experience and returns are not considered.

0:51.0

Soledad O'Brien and Jean Chatsky will return next week with Edelman Financial Engineers. and At the intersection of life and money, this is Edelman Financial Engine's

1:06.2

everyday wealth with award-winning journalist Soledad O'Brien,

1:10.0

personal finance expert Jean Chatsky,

1:12.3

and Edelman Financial Engineines wealth planner Isabel Barrow.

1:16.0

Edelman Financial Engines has been ranked by Barons as the number one investment advisor in the country.

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