
Sign up to save your podcasts
Or
During Medicare enrollment, there are many decisions to make that could cost you a lot if you don’t choose wisely. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean, Soledad and wealth planner Rose Niang explain the intricacies of Medicare plans and what you need to know to help you make the best decisions. Later in the episode, charitable giving is good for charities and it also could be good for your personal economy. The hosts discuss giving in a tax-efficient way and how a donor-advised fund can help.
This show is prerecorded, and any callers are prescreened.
Ms. Chatzky and Ms. O’Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have 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 material was prepared for informational and/or educational purposes only. Although the information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness.
Neither 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.
4
937937 ratings
During Medicare enrollment, there are many decisions to make that could cost you a lot if you don’t choose wisely. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean, Soledad and wealth planner Rose Niang explain the intricacies of Medicare plans and what you need to know to help you make the best decisions. Later in the episode, charitable giving is good for charities and it also could be good for your personal economy. The hosts discuss giving in a tax-efficient way and how a donor-advised fund can help.
This show is prerecorded, and any callers are prescreened.
Ms. Chatzky and Ms. O’Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have 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 material was prepared for informational and/or educational purposes only. Although the information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness.
Neither 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.
3,184 Listeners
5,403 Listeners
441 Listeners
782 Listeners
1,922 Listeners
741 Listeners
1,286 Listeners
439 Listeners
511 Listeners
1,437 Listeners
664 Listeners
371 Listeners
790 Listeners
414 Listeners
740 Listeners