Everyday Wealth

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.

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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 and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

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 circumstances.

See omnystudio.com/listener for privacy information.

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 Engines wealth planner Isabel Barrow to discuss 401(k)s and retirement 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 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.

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 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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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 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.

See omnystudio.com/listener for privacy information.

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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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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In honor of Earth Day, the topic of climate change is tackled in this episode of Everyday Wealth. Listen as Soledad O’Brien and Jean Chatzky talk about how different sectors are affected by the current crisis and what it means for investors. Later in the episode, Jean and Soledad are joined by Senior Vice President of Portfolio Management at Edelman Financial Engines Neil Gilfedder and Edelman Financial Engines wealth planner John McCafferty to discuss ESG 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 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.

See omnystudio.com/listener for privacy information.