Episode 51: Tying up financial loose ends

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2 • 935 Ratings

🗓️ 17 December 2022

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

With so many priorities competing for our attention, it’s easy to overlook opportunities that come up this time of the year that can help with your financial plan. This week on Edelman Financial Engines’ Everyday Wealth™, wealth planner Jason Cowans joins Jean and Soledad to review a few important financial steps you can consider taking before ringing in the new year. Also in this episode, when a loved one passes away, financial decisions can often make the grieving process even more challenging. The hosts discuss the emotional and financial aspects of losing someone you love, and steps you can take to help make the process a little easier.

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 (EFE) 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 EFE nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.

With regard to your employer-sponsored benefits, please refer to your company plan documents for the information that pertains to your situation.

Neither EFE nor any of its planners sell insurance products. EFE affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to include your insurance agent or broker in these discussions and decisions to help determine the best options for you situation.

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 the station.
0:06.7	Content is for educational purposes only.
0:08.2	Consult a financial advisor or conduct your own due diligence of investing.
0:10.6	The show was pre-recorded earlier this week.
0:12.0	The everyday wealth radio show and podcast are produced and created by Edelman
0:14.1	Edelman financial engines and hosted by Gene Chatsky and Soledad O'Brien.
0:16.8	Ms. Chatsky and Ms. O'Brien are not employees or clients of the firm.
0:19.1	They received fixed cash compensation for acting as hosts and
0:21.3	related activities and therefore have an incentive to endorse Edelman Financial Engines and its planners. compensation for qualitative and quantitative and quantitative including assets managed, revenue generated, regulatory records, staffing levels and
0:34.2	diversity, technology spending and succession planning.
0:36.1	Firms elect to participate but do not pay to be included in the ranking.
0:38.2	Compensation is paid for use in distribution of rating.
0:40.0	Award in September 22 based on data within a 12-month period.
0:42.4	Investor experience and returns are not considered.
0:44.4	At the intersection of life and money,
0:48.2	this is Edelman Financial Engine's everyday wealth
0:51.3	where the award-winning journalist Soledad O'Brien,
0:54.0	Personal finance expert Jean Chatsky, and Edelman Financial Engines
1:00.0	Engines has been ranked by Barons as the number one investment advisor in the country.
1:04.9	Now here's Jean Chatsky, Soledad O'Brien, and Jason Cowans.
1:10.7	So we are coming to the end of 2022 and of course really since September of
1:14.8	22 I've been like looking to 2023 because that's just kind of how I do it but you
	...

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