Edelman Financial Engines wealth planner Rose Niang joins Soledad and Jean to discuss what you should consider when it comes to leaving an inheritance, and how to help protect it from a possible recession.

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.

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Estate planning attorney and author David York gives Jean and Soledad the three questions that he thinks every child should be able to answer, which will help them when it comes to wealth transfer and life in general.

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.

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For high networth parents, leaving an inheritance can be complicated because of the fear that their children won’t be prepared for it. Jean and Soledad talk to estate planning attorney David York about what the next generation needs to know so that the wealth transfer is also an opportunity transfer. 

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.

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Jean and Soledad talk with estate planning attorney David York about the downsides of leaving a big inheritance to your children, and what he sees as a better approach to allocating your wealth.

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.

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David York joins Soledad and Jean to discuss estate planning that focuses less on personal wealth and more on purpose through stewardship, from David’s new book, The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World.

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.

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Why are gas prices different depending on where you live? Jean and Soledad talk about varying gas prices and what drives them.

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.

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Today’s headlines are full of what the markets are doing due to inflation, rising interest rates and the possibility of a recession. We’re also in the midst of the biggest wealth transfer in history and we need to pay attention to the longer-term items that are important to help build and preserve wealth, like estate planning. In this episode of Everyday Wealth™, Jean and Soledad are joined by estate planning attorney and author David York to examine wealth transfer through a new purpose-driven lens. Later in the episode, Jean and Soledad are joined by Edelman Financial Engines wealth planner Rose Niang to discuss considerations to make when you’re leaving an inheritance.

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.

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With the possibility of a recession looming, lots of investors are wondering whether they should move their investments to cash. Soledad and Jean talk with Edelman Financial Engines wealth planner John McCafferty about why that might not be the best idea.

Original broadcast: 6/4/22

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

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.

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Mark Zandi, chief economist for Moody’s Analytics, joins Jean and Soledad to discuss the current inflation level, where the bottom is (if there is one) and what can be done to turn it around. 

Original Broadcast: 6/4/22

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Jean and Soledad are joined by Mark Zandi, chief economist at Moody’s Analytics, to talk about the key indicators of a recession, where we are currently and what investors can do going forward.

Original Broadcast: 6/24/22

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