2 • 935 Ratings
🗓️ 3 July 2023
⏱️ 34 minutes
🧾️ Download transcript
Summer is in full swing and this episode of Edelman Financial Engines’ Everyday Wealth™ is filled with advice on how to help maximize your summer vacation, fun budget and wealth. From travel hotspots to home renovations that can give you the best return on investment, Jean and wealth planner Andy Smith talk about how to make the most of your summer without breaking the bank. Later in the episode, Emily Kaufman – aka The Travel Mom – joins Jean and Andy to discuss current trends, like multigenerational travel, vacationing with a purpose and how to help make your money go further.
Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and 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 information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical and market information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a financial advisor to help determine the best options for your particular circumstances.
The views and opinions expressed by Emily Kaufman are solely her 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.
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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, |
0:51.4 | with personal finance expert Gene Chatsky. |
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