Season 2 Episode 34: Your 100-year life and how to plan for it
Everyday Wealth
Jean Chatzky
2 • 935 Ratings
🗓️ 28 August 2023
⏱️ 41 minutes
🧾️ Download transcript
Summary
In this special episode of Edelman Financial Engines’ Everyday Wealth™, we’re revisiting three of our most popular guest interviews, all focused on living longer and how to plan for it. First, Jean speaks to Ken Dychtwald, founder of Age Wave, about how retirement is changing and what retirees can do to prepare both financially and mentally for a longer life. Then, Jean welcomes Michael Clinton, author of Roar: into the second half of your life (before it's too late), about the importance of finding purpose and connection in our later years. Later, Erin Smith, a director of estate planning at Edelman Financial Engines, joins Jean to discuss the essentials of an estate plan and how an advisor can help.
Ms. Chatzky and HerMoney are not clients, agents, representatives, or affiliates of EFE. She is the host of EFE’s “Everyday Wealth” podcast. In return, she receives cash compensation as host and engaging in related activities. The “HerMoney with Jean Chatzky Podcast,” is sponsored by EFE. In this arrangement, HerMoney receives a fee based on the number of downloads, paid on a quarterly basis. Both HerMoney and Ms. Chatzky have an incentive to endorse EFE and its services due to these arrangements. For additional information, please go to https://www.edelmanfinancialengines.com/everyday-wealth/ and https://hermoney.com/t/podcasts/.
This show is pre-recorded, and any callers are prescreened.
The views and opinions expressed by the guests are solely their 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.
The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only.
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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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 |
| 0:19.2 | to endorse Edelman Financial Engines and its planners. |
| 0:21.3 | 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. |
| 0:25.7 | The 2022 top 100 independent advisory firm ranking issued by Barron's |
| 0:29.1 | is qualitative and quantitative, including assets managed by the firm, |
| 0:31.9 | 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. |
| 0:37.4 | Compensation is paid for use and distribution of rating. |
| 0:39.5 | Awarded September 2022 based on data within a 12-month period. Investor experience and returns are not considered. |
| 0:44.4 | At the intersection of life and money, |
| 0:48.1 | this is Edelman Financial Engine's everyday wealth |
| 0:51.3 | with personal finance expert Jean Chatsky. |
... |
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