Everyday Wealth

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. 

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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.

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Jean and Soledad interview economist Mark Zandi about what’s going on in our economy and how he sees the financial markets playing out over the rest of the year. They discuss inflation, the health of the economy and the possibility of a recession. 

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Since the beginning of the year, we’ve seen the markets go down, and there’s some speculation that we may be headed for a recession. In this episode, Jean and Soledad are joined by Mark Zandi, chief economist at Moody’s Analytics, to discuss how likely a recession is, and how to consider investing during a recession. Later in the episode, Jean and Soledad talk to John McCafferty, a wealth planner at Edelman Financial Engines, about whether or not preparing for a recession means moving investments to cash.

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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Soledad, Jean, and Edelman Financial Engines wealth planner John McCafferty walk through when to start preparing for partial retirement and what variables to consider when making the decision.

 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.

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Soledad and Jean, along with Edelman Financial Engines wealth planner John McCafferty, discuss different options for those looking to continue working after retiring, including becoming an independent contractor and creating your own business.

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Jean and Soledad are joined by Edelman Financial Engines wealth planner John McCafferty to discuss partial retirement, where you retire in steps rather than all at once. Listen in to see if it could be the right approach for you.   

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Dr. Ken Dychtwald joins Soledad and Jean to talk about the “third age” and reinventing retirement. Topics include what retirees want, working after retirement, keeping up with an aging population and more.

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In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky interview bestselling author and founder of Age Wave, Dr. Ken Dychtwald about life’s third age and how retirees can make the most of their time. Later in the episode, Jean and Soledad dig into the topic of partial 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.

When the market falls, traditionally this would be the most opportune time to buy what's on sale with the hopes that it goes up in the future, but is it still a good idea considering the recent market volatility? Edelman Financial Engines wealth planner Jason Cowans joins Jean and Soledad to talk about the possible risks and rewards of buying the dip.

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 invest through periods of low price levels.

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