Season 2 Episode 47: What if you never retire – by choice?

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2 • 935 Ratings

🗓️ 27 November 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

The concept of never retiring is more common that we might think. A recent survey by The Wall Street Journal found that some potential retirees say that they never intend to retire – not due to financial issues, but by choice, and for a wide variety of reasons. Jean and wealth planner Isabel Barrow explore what it means to never retire in this episode of Edelman Financial Engines’ Everyday Wealth™, and the advantages to continuing working past retirement age. These can include more time to fund retirement accounts, more time for those tax-deferred accounts to compound and potentially grow, additional potential health care benefits, and more.

Then, Jean interviews Rob Berger, founding editor of Forbes Advisor, YouTuber and author of Retire Before Mom and Dad, about his journey through retiring three times and why he still keeps going back to work.

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).

The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a professional and/or do your own due diligence to help determine the best options for your particular circumstances.

Certain services are provided on an educational and guidance basis only.

The views and opinions expressed by Rob Berger are solely their own and may not reflect the views or opinions of EFE or its planners.

This show is prerecorded. Produced November 2023.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. Advisory services provided by Financial Engines Advisors L.L.C. a federally registered investment advisor. Results are not guaranteed. AM3177396.

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0	Content is for educational purposes only.
0:01.8	Consult a financial advisor or conduct your own due diligence if investing.
0:04.6	The show is pre-recorded.
0:05.6	Everyday Wealth is produced and created by Edelman Financial Engines and hosted by Gene Chatsky.
0:09.5	Ms. Chatsky is not an employee or client of the firm.
0:11.8	She receives fixed cash compensation as host and for related activities and therefore has an incentive
0:16.2	to endorse Edelman Financial Engines and its planners.
0:18.4	For additional information, please see W.W.
0:20.1	Edelman Financial Engines.com Every Day Well.
0:22.7	The 2022 top 100 independent advisory firm
0:25.1	ranking issued by Barron's is qualitative and quantitative,
0:27.4	including assets managed by the firm, technology spending,
0:29.7	staff diversity, succession planning, and other metrics.
0:31.9	Firms elect to participate, but do not pay to be included in the ranking.
0:34.6	Compensation is paid for use and distribution of rating.
0:36.6	Awarded September 2022 based on data within a 12-month period.
0:39.5	Investor experience and returns are not considered. At the intersection of life and money,
0:45.0	this is Edelman Financial Engines' everyday wealth.
0:48.0	With personal finance expert Jean Chatsky
0:51.0	Edelman has been ranked by Barron's as the number one investment
0:55.2	advisor in the country. Now here's Gene Chatsky.
0:59.6	Hey everybody, thanks so much for joining me today on everyday wealth.
	...

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