2 • 935 Ratings
🗓️ 7 January 2023
⏱️ 52 minutes
🧾️ Download transcript
It’s a new year, which also means it’s time for New Year’s resolutions and according to a recent survey, for 66% of Americans, the resolutions they made were financial. This week on Edelman Financial Engines’ Everyday Wealth™, Jean is joined by Sarah Newcomb, director of financial psychology at Morningstar, to talk about making financial New Year’s resolutions and how to stay on track when your will is tested. Later in the episode, Edelman Financial Engines wealth planner Isabel Barrow joins Jean to provide some key areas that you may want to focus on that can help you with building wealth in this new year.
This show is pre-recorded, and any callers are prescreened.
Ms. Chatzky receives cash compensation for acting as host 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 include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.
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0:00.0 | The views expressed on this program are not necessarily the views of this station. |
0:03.0 | Content is for educational purposes only. |
0:05.0 | Consult a financial advisor or conduct your own due diligence if investing. |
0:08.0 | The show is pre-recorded. |
0:09.0 | Everyday Wealth is produced and created by Edelman Financial Engines and hosted by Jean Chatsky. |
0:12.0 | Ms Chatsky. |
0:12.6 | Miss Chatsky is not an employee or client of the firm. |
0:14.8 | She receives fixed cash compensation as host and for related activities and therefore has an incentive |
0:19.2 | to endorse Edelman Financial Engines and its planners. |
0:21.2 | For additional information, please see W. Edelman Financial Engines. its planners. For additional information, please see W.W. |
0:23.4 | Edelman Financial Engines.com slash Everyday Wealth. |
0:25.6 | The 2022 top 100 independent advisory firm ranking issued by Barron's |
0:29.0 | is qualitative and quantitative, including assets managed by the firm, |
0:31.8 | technology spending, staff diversity, succession |
0:33.8 | planning, and other metrics. |
0:35.1 | Firms elect to participate but do not pay to be included in the ranking. |
0:37.9 | Compensation is paid for use and distribution of rating. |
0:39.8 | Awarded September 2022 based on data within a 12-month period. |
0:42.5 | Investor experience and returns are not considered. |
0:46.1 | At the intersection of life and money, this is Edelman Financial Engine's everyday wealth, |
0:51.5 | with personal finance expert Jean Chatsky. |
0:54.0 | Edlin Financial Engines has been ranked by Behrence as the number one |
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