Episode 53: REPLAY: Aging: A family matter

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2 • 935 Ratings

🗓️ 31 December 2022

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode of Edelman Financial Engines' Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Nora Super, the executive director of the Milken Institute Center for the Future of Aging, to discuss the link between healthy longevity and financial wellness. Later in the episode, Edelman Financial Engines wealth planner Jason Cowans joins Jean and Soledad to continue the theme of aging, with discussions on planning for future health-care costs and living trusts.

Originally posted 4-8-22

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 Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal professionals regarding the best options for your particular circumstances.

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Transcript

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0:00.0	The views expressed on this program are not necessarily the views of the station.
0:09.2	Content is for educational purposes only.
0:10.9	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.
0:23.5	They receive fixed cash compensation for acting as hosts and related activities, and therefore
0:27.1	have an incentive to endure settlement financial engines and its planners.
0:29.8	For additional information, please see Everyday Wealth.com, The 2022 top 100 independent advisory firm ranking issued by Barons is
0:35.6	qualitative and quantitative including assets managed,
0:38.1	revenue generated, regulatory records, staffing levels and diversity,
0:41.0	technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. programming, investor experience and returns are not considered. 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,
1:03.0	with award-winning journalist Soledad O'Brien,
1:06.0	personal finance expert Jean Chatsky
1:08.0	and Edelman Financial Engines
1:10.0	Edelman Financial Engines
1:12.0	has been ranked by Behrens as the
1:14.0	number one investment advisor in the country. Now here's Jean Chatsky, Soledad O'Brien,
	...

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