Everyday Wealth

By Jean ChatzkyBusiness Education Investing

Everyday Wealth episodes

March 15, 2022 The rise of gray divorce
More people 50 and older are getting divorced later in life – which has significant financial implications. Jean and Soledad, along with Edelman Financial Engines planner Isabel Barrow, discuss why it’s happening and what to do from a financial standpoint.

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.
3 min
March 14, 2022 Financial divesting or a new kind of war?
The global response to Russia’s invasion of Ukraine has set a new precedent in what we consider war. Not only are countries divesting from Russia, but private companies are too, using finance as a weapon.

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.
6 min
March 14, 2022 Is it too early to talk about the ‘R’ word?
Job numbers are up, the unemployment rate stands at 3.8%, so why are we seeing headlines that we’re possibly headed for a recession? Jean and Soledad break it down for us.

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.
3 min
March 12, 2022 Episode 11: Are bonds still necessary in a portfolio?
From global conflicts to those more personal, money and assets are used as leverage every day. On this episode of Everyday WealthTM, Soledad O’Brien, Jean Chatzky and Edelman Financial Engines planner Isabel Barrow discuss the global financial response to Russia and they dive into the financial toll of divorce and what to take into consideration when going through it. They close out the conversation answering a listener’s question about the role bonds should play in a diversified portfolio.

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.
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.
40 min
March 10, 2022 What are back-door Roth conversions?
It’s a complicated concept that may help you save money.
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.
6 min
March 09, 2022 Are women better investors than men?
Jean Chatzky and Soledad O’Brien talk about how women and men invest differently and what the resulting outcomes.

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.
9 min
March 08, 2022 Will the current market volatility affect your retirement plans?
Edelman Financial Engines wealth planner John McCafferty gives some insight into what to expect if you’re headed for retirement in these unstable times.

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.
7 min
March 07, 2022 How does the current Russia-Ukraine conflict impact our economy?
Dr Wei Hu, vice president of financial research at Edelman Financial Engines, breaks down what effect the current geopolitical news has on the U.S. and global economies.

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.
4 min
March 05, 2022 Episode 10: Navigating through uncertain times
In this episode of Everyday Wealth, Wei Hu, vice president of financial research at Edelman Financial Engines, joins hosts Soledad O’Brien and Jean Chatzky to explore the impact of the Russia-Ukraine conflict on the current economic situation and how it affects us here at home. Also, Edelman Financial Engines wealth planner John McCafferty joins the conversation to discuss investing tips for women as well as Roth conversions.
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.
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.
38 min
March 04, 2022 How to talk about finances with your partner
What you need to discuss – and when to do it.
See omnystudio.com/listener for privacy information.
6 min

About Everyday Wealth

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Everyday Wealth, a nationally syndicated radio show and podcast hosted by Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean discusses the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by Edelman Financial Engines wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential.