Season 2 Episode 51: The Best of 2023 – Transitioning into retirement

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2 • 935 Ratings

🗓️ 25 December 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this special edition of Edelman Financial Engines’ Everyday Wealth™, we’ve curated some of our favorite interviews with experts around the topic of transitioning into retirement.

First, Jean and wealth planners Isabel Barrow and Andy Smith talk to Dr. Riley Moynes on how to navigate what he calls the four phases of retirement. Then, Jean interviews Marcia Mantell about Social Security claiming strategies, particularly in regards to some of the unique challenges women face on this topic. And finally, Jean speaks with Gordon Hartman about how his love for his daughter helped him reimagine what it means to be retired.

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 prerecorded and any callers are prescreened.

The views and opinions expressed by Dr. Riley Moynes, Marcia Mantell and Gordon Hartman are solely their own and may not reflect the views or opinions of EFE or its planners.

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.

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.

Produced December 2023.

© 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. AM3288458

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 of investing.
0:04.3	The show is pre-recorded.
0:05.3	Everyday wealth is produced and created by Edelman Financial Engines and hosted by Gene Chatsky.
0:08.5	Ms Chatsky is not an employee or client of the firm.
0:10.6	She receives fixed cash compensation as host and four related activities
0:13.4	and therefore has an incentive to endorse Edelman Financial Engines and its planners.
0:16.1	For additional information please see www
0:18.0	Edelman financial engines.com slash everyday well. The 2022 top 100
0:21.3	independent advisory firm ranking issued by Behrens is qualitative and
0:23.7	quantitative status including assets managed by the firm technology spending staff diversity
0:26.8	succession planning and other metrics firms elect to participate but do not pay to be included
0:30.0	in the ranking compensation is paid for use and distribution of rating awarded September 2022 based on data within a 12-month period investor experience and
0:35.5	returns are not considered.
0:36.5	Today we have broadcasting previously aired segments.
0:40.1	At the intersection of life and money, this is Edelman Financial Engines everyday wealth,
0:45.2	with personal finance expert Jean Chatsky.
0:48.4	Edelman Financial Engines has been ranked by Barron's as the number one investment advisor in the country.
0:54.3	Now here's Jean Chatsky.
0:57.1	Welcome to a special edition of Everyday Wealth.
1:00.1	One of the fringe benefits of hosting this podcast is that I get to meet some of the most well regarded
1:06.7	experts in their respective fields. And for today's show, what we thought we'd do is
	...

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