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In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky kick off a new series on aging, starting with an interview with bestselling author and founder of Age Wave, Dr. Ken Dychtwald. Later in the episode, Jean and Soledad dig into the topic of phased retirement with Edelman Financial Engines wealth planner John McCafferty.
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 strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
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/listener for privacy information.
By Jean Chatzky4
937937 ratings
In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky kick off a new series on aging, starting with an interview with bestselling author and founder of Age Wave, Dr. Ken Dychtwald. Later in the episode, Jean and Soledad dig into the topic of phased retirement with Edelman Financial Engines wealth planner John McCafferty.
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 strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
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/listener for privacy information.

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