Everyday Wealth

Everyday Wealth

Everyday Wealth, a nationally syndicated radio show and podcast hosted by Soledad O’Brien and Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean and Soledad discuss the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by Edelman Financial Engines wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential. For more information and air times, please visit EverydayWealth.com

Episodes

May 17, 2022 2 min

Knowing what you can afford when you’re planning for college is essential. In this segment, Soledad and Jean discuss a rule of thumb for when it comes to how much you should borrow for college and the importance of setting realistic expectations. 

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College is expensive, and in this segment, Jean and Soledad talk about the average costs and what considerations to make before choosing a college.

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We’re approaching graduation season so, in this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky explore the topic of planning and saving for college. Edelman Financial Engines wealth planner Rose Niang joins the conversation to discuss financial aid, scholarships and the best and worst ways to pay for college. Later in the episode, Jean, Soledad and Rose talk to a caller who has a question about 529 plans, and then Jea...

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Mark from Connecticut called in to ask Jean, Soledad and Edelman Financial Engines wealth planner Brian Leslie about an IRA he inheritedThey provide Mark with some great options.

Callers are prerecorded and prescreened.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or l...

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May 12, 2022 8 min

Edelman Financial Engines wealth planner Brian Leslie joins Jean and Soledad to discuss the ins and outs of health savings accounts, including what they can be used for and how to invest the funds, which 91% of people don’t do!   

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified...

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More and more American investors have been googling I bonds and over the last six months have bought $11 billion worth of the bonds. Why? Jean and Soledad talk with Edelman Financial Engines wealth planner Brian Leslie about what I bonds are, why there’s so much interest in them and how they could potentially help you protect your wealth against inflation.

 

Investing strategies, such as asset allocation, diversification, or rebala...

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Brian Leslie from Edelman Financial Engines joins Soledad and Jean to discuss how to deal with the ups and downs caused by the current market volatility.

 

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously in...

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Jean and Soledad discuss the differences between the stock market and the economy, how to determine the health of the economy and why it shrank in the first quarter since consumers are still spending despite inflation.

 

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an invest...

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In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Edelman Financial Engines wealth planner Brian Leslie to discuss different investment vehicles for your money, including I bonds, Treasury Inflation-Protected Security bonds, health savings accounts and more. Later in the episode, Jean, Soledad and Brian talk to a caller who has a question about what to do with an inherited IRA.

 

Callers are prereco...

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Edelman Financial Engines Director of the Retirement Plans Division Jim Marx walks Jean and Soledad through a list of questions to ask a financial advisor about retirement plan benefit options for a small business.

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or lega...

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Jean and Soledad are joined by Jim Marx, director of the Retirement Plans Division at Edelman Financial Engines, and Isabel Barrow, wealth planner at Edelman Financial Engines, to explain different types of retirement and 401(k) plans for small-business owners. 

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encourag...

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Jean and Soledad discuss what they’ve learned about the hiring and firing process through their own small businesses.  

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/liste...

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Isabel Barrow from Edelman Financial Engines joins Soledad and Jean to discuss the pre-startup process for a small business, including making a business plan and what resources to consider using and not using for funding.  

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax an...

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Jean and Soledad share their personal stories of how they built their small businesses and what advice they were given that helped them along the way.

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circums...

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This week’s episode of Everyday Wealth celebrates Small Business Week, with Soledad O’Brien and Jean Chatzky sharing their personal experiences of building their own small businesses, including great tips and lessons they’ve learned and mistakes they’ve made along the way. Later in the episode, Jean and Soledad are joined by Director of the Retirement Plans Division at Edelman Financial Engines, Jim Marx, and Edelman Financial Engi...

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Edelman Financial Engines wealth planner John McCafferty walks Jean and Soledad through where ESG investing could potentially fit into a portfolio and what to consider before investing.

 

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other...

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April 28, 2022 5 min

Jean, Soledad, and Senior Vice President of Portfolio Management at Edelman Financial Engines Neil Gilfedder go over the advantages and disadvantages of ESGs and what solutions are offered to clients that allow them to invest their values.

 

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no gu...

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April 27, 2022 5 min

ESG investing is exploding in popularity right now and Soledad and Jean, along with Senior Vice President of Portfolio Management at Edelman Financial Engines Neil Gilfedder, break down what you need to know about each criterion.

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While there are some investment risks for investors due to climate change, there are opportunities as well. Soledad and Jean discuss what those are and how it may impact the way you invest.

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April 25, 2022 5 min

From the difference between inflation and price gouging to what’s going on with Elon Musk and Twitter, Jean and Soledad run down the big stories when it comes to financial news. 

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