Season 2 Episode 25: Who do you call when life comes calling?
Everyday Wealth
Jean Chatzky
2 • 935 Ratings
🗓️ 26 June 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
Why would you hire a financial planner? In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean is joined by wealth planner Andy Smith to discuss the known and lesser-known reasons. From getting married and having a baby to divorce and retirement, learn how a planner can help you. Then, Jean interviews Ryan Frederick, the founder and CEO of Here (Formerly Smart Living 360), about how to help improve your lifespan, health span and wealth span.
Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has 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).
This show is pre-recorded, and any callers are prescreened.
The views and opinions expressed by Ryan Frederick are solely his own and may not reflect the views or opinions of EFE or its planners.
The information being provided is for informational and educational purposes only and should not be construed as investment advice. You should consult with a financial advisor to help determine the best options for your particular circumstances.
© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. Produced June 2023.
See omnystudio.com/listener for privacy information.
Transcript
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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 |
| 0:19.1 | 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 |
| 0:22.5 | 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. |
| 0:45.2 | At the intersection of life and money, this is Edelman Financial Engine's everyday wealth, |
| 0:51.5 | with personal finance expert Gene Chatsky. |
... |
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