4.6 • 9.8K Ratings
🗓️ 15 November 2023
⏱️ 34 minutes
🧾️ Download transcript
Today on Other People's Pockets, you're going to hear what it's like to receive financial planning advice, and the person receiving the advice is... host Maya Lau! Her income, savings, and retirement goals will get scrutinized by Isabel Barrow, director of financial planning at Edelman Financial Engines and frequent guest on the podcast Everyday Wealth, along with Jean Chatzky, financial journalist and bestselling New York Times author who is also the host of Everyday Wealth.
This special episode of Other People's Pockets was produced with support from the Everyday Wealth podcast.
See omnystudio.com/listener for privacy information.
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0:00.0 | Pushkin |
0:12.0 | This special episode of other people's pockets was produced with support from the |
0:16.2 | Everyday Wealth Podcast. |
0:21.0 | Financial planning is not a product, it's a process, right? It's the process of like, |
0:25.0 | what do I need? What am I saving for? What are the right investments for me to make all of this happen and reach my goals? |
0:31.0 | We're talking about 40 or 50 or 60 years and not there's not one |
0:35.9 | product that is going to be right for you throughout that entire period of time. |
0:40.8 | Today on other people's pockets you're going to hear what it's like to receive |
0:45.4 | financial planning advice and the person receiving the advice is me. You may have |
0:50.6 | already heard about my personal finances on this show, |
0:53.4 | and if you haven't, and you're morbidly curious |
0:55.8 | about how much money I make, go back and listen |
0:58.5 | to episode 10 of other people's pockets. |
1:01.4 | But planning for your financial future and the financial |
1:04.0 | future of your family is a whole different ball game, one that should be done with |
1:07.5 | a professional. So today you'll hear me get some advice from Isabel Barrow, |
1:11.2 | Director of Financial |
1:13.0 | Planning at Edelman Financial Engines, |
1:15.0 | and frequent guest on the podcast Everyday Wealth. |
1:18.3 | Along with Jean Chatsky, financial journalist |
1:20.8 | and best-selling New York Times author who is also the host of everyday wealth. |
1:25.0 | They cover the kind of personal finance topics you're interested in, and I'm interested in. |
... |
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