It’s a new year, which also means it’s time for New Year’s resolutions and according to a recent survey, for 66% of Americans, the resolutions they made were financial. This week on Edelman Financial Engines’ Everyday Wealth™, Jean is joined by Sarah Newcomb, director of financial psychology at Morningstar, to talk about making financial New Year’s resolutions and how to stay on track when your will is tested. Later in the episode, Edelman Financial Engines wealth planner Isabel Barrow joins Jean to provide some key areas that you may want to focus on that can help you with building wealth in this new year.

This show is pre-recorded, and any callers are prescreened.

Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth radio show and podcast and for related activities and therefore have an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).

Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances. 

It’s a new year, which also means it’s time for New Year’s resolutions and according to a recent survey, for 66% of Americans, the resolutions they made were financial. This week on Edelman Financial Engines’ Everyday Wealth™, Jean is joined by Sarah Newcomb, director of financial psychology at Morningstar, to talk about making financial New Year’s resolutions and how to stay on track when your will is tested. Later in the episode, Edelman Financial Engines wealth planner Isabel Barrow joins Jean to provide some key areas that you may want to focus on that can help you with building wealth in this new year.
This show is pre-recorded, and any callers are prescreened.
Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth radio show and podcast and for related activities and therefore have an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show).
Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.

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

Keeping your financial New Year’s resolutions

https://api.omny.fm/orgs/28f40a00-40de-4bda-94f0-ade200730f75/clips/477cc0b1-3fc6-4ed1-8228-af82010ca61b/transcript

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