2 • 935 Ratings
🗓️ 24 December 2022
⏱️ 40 minutes
🧾️ Download transcript
For most people, 2022 has been a perfect storm of high inflation, aggressive rate hikes, volatile markets, worries of recession… and just about everything else that makes investors run for the hills. This week on Edelman Financial Engines’ Everyday Wealth™, Soledad, Jean and wealth planner Andy Smith will put the markets into context, and – hopefully – provide a bit of perspective about what we’re experiencing right now in the economy. Later in the episode, the hosts discuss two types of investors – those who chase returns and those who work toward a clear set of goals, and why one typically leads to better outcomes. They’ll also explore what to do at different stages and phases of life to help protect your wealth.
Originally posted 11-12-22
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0:00.0 | The views expressed on this program are not necessarily the views of the station. |
0:09.1 | Content is for educational purposes only. |
0:10.8 | Consult a financial advisor or conduct your own due diligence if investing. |
0:13.7 | The show was pre-recorded earlier this week. |
0:15.3 | The Everyday Wealth Radio show and Podcast are produced and created by Edelman Financial |
0:18.3 | Engines and hosted by Jean Chatsky and Soledad O'Brien. |
0:20.8 | Ms. Chatsky and Ms. O'Brien are not employees or clients of the firm. |
0:23.4 | They receive fixed cash compensation for acting as hosts and related activities and |
0:26.7 | therefore have an incentive to endure settlement financial engines and its planners. |
0:29.7 | For additional information, please see Everyday Wealth.com. |
0:32.0 | The 2022 top 100 independent advisory firm ranking issued by Barons is |
0:35.6 | qualitative and quantitative including assets managed, |
0:38.0 | revenue generated, regulatory records, staffing levels and diversity, |
0:40.9 | technology spending and succession planning. |
0:42.6 | Firms elect to participate but do not pay to be included in the ranking. |
0:45.0 | Compensation is paid for use in distribution of rating. |
0:47.0 | Awarded September 2022 based on data within a 12-month period. |
0:49.8 | Investor experience and returns are not considered. |
0:51.8 | Due to the holiday weekend, |
0:53.0 | today we're rebroadcasting previously aired segments. |
0:57.8 | At the intersection of life and money, |
1:00.1 | this is Edelman Financial Engines Everyday Wealth, |
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