Season 2 Episode 6: Should we re-imagine retirement?

Everyday Wealth

Jean Chatzky

Investing, Business, Education

2 • 935 Ratings

🗓️ 11 February 2023

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

When most people think of retirement, they think of slowing down. But it doesn’t have to be this way. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean talks with Michael Clinton, author of ROAR: into the second half of your life (Before It’s Too Late), about how to re-imagine retirement and make the most of it. Later in the episode, wealth planner Isabel Barrow joins the show to discuss what to consider when you change jobs later in life.

This show is pre-recorded, and any callers are prescreened.

Ms. Chatzky receives cash compensation for acting as host 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).

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
0:19.2	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 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.
0:46.1	At the intersection of life and money, this is Edelman Financial Engine's everyday wealth,
0:51.5	with personal finance expert Jean Chatsky.
0:54.3	Edlin Financial Engines has been ranked by Behrence as the number one investment advisor
	...

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