In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Edelman Financial Engines wealth planner Brian Leslie to discuss different investment vehicles for your money, including I bonds, Treasury Inflation-Protected Security bonds, health savings accounts and more. Later in the episode, Jean, Soledad and Brian talk to a caller who has a question about what to do with an inherited IRA.

 

Callers are prerecorded and prescreened.

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.

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.

 

 

 

In this episode of Everyday Wealth, Soledad O&rsquo;Brien and Jean Chatzky are joined by Edelman Financial Engines wealth planner Brian Leslie to discuss different investment vehicles for your money, including I bonds, Treasury Inflation-Protected Security bonds, health savings accounts and more. Later in the episode, Jean, Soledad and Brian talk to a caller who has a question about what to do with an inherited IRA.
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Callers are prerecorded and prescreened.
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.
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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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 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 with Jean Chatzky

Inflation, I bonds, HSAs and inherited IRAs

https://api.omny.fm/orgs/28f40a00-40de-4bda-94f0-ade200730f75/clips/7df0379c-e5a8-4af8-8fe7-ae8d011f59a1/transcript

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