Edelman Financial Engines Director of the Retirement Plans Division Jim Marx walks Jean and Soledad through a list of questions to ask a financial advisor about retirement plan benefit options for a small business.
 
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 <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Edelman Financial Engines Director of the Retirement Plans Division Jim Marx walks Jean and Soledad through a list of questions to ask a financial advisor about retirement plan benefit options for a small business. 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 Director of the Retirement Plans Division Jim Marx walks Jean and Soledad through a list of questions to ask a financial advisor about retirement plan benefit options for a small business.
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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 <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Offering retirement benefits when you’re a small-business owner

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 <a href="&lt;a%20href=&quot;https://www.edelmanfinancialengines.com/&quot;%20target=&quot;_blank&quot;&gt;Edelman%20Financial%20Engines&lt;/a&gt;">Edelman Financial Engines</a> wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential.
For more information and air times, please visit <a href="&lt;a%20href=&quot;https://www.everydaywealth.com/&quot;%20target=&quot;_blank&quot;&gt;Everyday%20Wealth&lt;/a&gt;">EverydayWealth.com</a>

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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. For more information and air times, please visit EverydayWealth.com

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 <a href="<a%20href=&quot;https://www.edelmanfinancialengines.com/&quot;%20target=&quot;_blank&quot;>Edelman%20Financial%20Engines</a>" rel="noopener noreferrer">Edelman Financial Engines</a> wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential.
For more information and air times, please visit <a href="<a%20href=&quot;https://www.everydaywealth.com/&quot;%20target=&quot;_blank&quot;>Everyday%20Wealth</a>" rel="noopener noreferrer">EverydayWealth.com</a>

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