Listen as I get financially planned

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2 • 935 Ratings

🗓️ 18 December 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

This special episode of Other People's Pockets was produced with support from and sponsored by Edelman Financial Engines’ Everyday Wealth™ podcast.

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 ... me! My income, savings, and retirement goals will get scrutinized by Isabel Barrow, a 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 information is being provided for informational and education purposes and should not be construed as advice. Individual experiences are personalized and will vary.

Ms. Chatzky is not an employee or client of EFE. She receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has an incentive to endorse 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, nor is it based on show content or any results-dependent factors (e.g., popularity of the show).

Advisory services provided by Financial Engines Advisors L.L.C. a federally registered investment advisor. Certain services are provided on an educational and guidance basis only. Results are not guaranteed. Produced November 2023. AM# 3280302

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0	This special episode of other people's pockets was produced with support from the
0:07.1	Everyday Wealth Podcast. Financial planning is not a product, it's a process, right?
0:14.8	It's the process of like, what do I need?
0:17.1	What am I saving for?
0:18.1	What are the right investments for me to make all of this happen and reach my goals.
0:22.8	We're talking about 40 or 50 or 60 years,
0:25.5	and there's not one product that is going to be right for you
0:28.7	throughout that entire period of time.
0:36.3	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 me. You may have
0:41.4	already heard about my personal finances on this show and if you haven't
0:45.2	and you're morbidly curious about how much money I make, go back and listen to episode
0:49.9	10 of other people's pockets.
0:52.4	But planning for your financial future
0:54.0	and the financial future of your family
0:56.0	is a whole different ballgame, one that should
0:58.0	be done with a professional.
0:59.0	So today you'll hear me get some advice
1:01.0	from Isabel Barrow,
1:02.0	Director of Financial Planning at Edelman Financial
1:05.2	Engines, and frequent guest on the podcast Everyday Wealth, along with Jean Chatsky, financial
1:11.1	journalist and best-selling New York Times author who is also the host of everyday wealth.
1:16.0	They cover the kind of personal finance topics you're interested in, and I'm interested in.
	...

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