Everyday Wealth

Soledad, Jean, and Edelman Financial Engines wealth planner John McCafferty walk through when to start preparing for phased 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 other options for soon-to-be retirees looking to continue working, 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 the phased retirement approach, 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 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.

Jean, Soledad and Edelman Financial Engines wealth planner Rose Niang walk through how tax-loss harvesting can work in conjunction with portfolio rebalancing to help make your losses work for you. 

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.

There are many reasons that people change jobs when they’re older and there are also many considerations that go along with it. Soledad, Jean and Edelman Financial Engines wealth planner Rose Niang give tips on what to negotiate before taking your next job. 

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Tax-loss harvesting allows investors to alter the timing of when they realize their capital gains and losses, which can help lower their income in a particular year. Listen as Jean, Soledad and Edelman Financial Engines wealth planner Rose Niang break down the ins and outs of what you need to know. 

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.

Rising interest rates won’t affect every aspect of your life in the same way, but there are a few do’s and don’ts when it comes to what you can do to prepare. Soledad, Jean and Edelman Financial Engines wealth planner Rose Niang explain what they are.  

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.

Higher interest rates affect many people many different ways – from savers to investors, and small-business owners to homeowners. In this highlight, Jean, Soledad and Edelman Financial Engines wealth planner Rose Niang walk through what impact these higher interest rates will have. 

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.