Today’s headlines are full of what the markets are doing due to inflation, rising interest rates and the possibility of a recession. We’re also in the midst of the biggest wealth transfer in history and we need to pay attention to the longer-term items that are important to help build and preserve wealth, like estate planning. In this episode of Everyday Wealth™, Jean and Soledad are joined by estate planning attorney and author David York to examine wealth transfer through a new purpose-driven lens. Later in the episode, Jean and Soledad are joined by Edelman Financial Engines wealth planner Rose Niang to discuss considerations to make when you’re leaving an inheritance.



Neither 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.

Today’s headlines are full of what the markets are doing due to inflation, rising interest rates and the possibility of a recession. We’re also in the midst of the biggest wealth transfer in history and we need to pay attention to the longer-term items that are important to help build and preserve wealth, like estate planning. In this episode of Everyday Wealth™, Jean and Soledad are joined by estate planning attorney and author David York to examine wealth transfer through a new purpose-driven lens. Later in the episode, Jean and Soledad are joined by Edelman Financial Engines wealth planner Rose Niang to discuss considerations to make when you’re leaving an inheritance.
 
Neither 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.

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

Rethinking estate planning

https://api.omny.fm/orgs/28f40a00-40de-4bda-94f0-ade200730f75/clips/e3cc1426-82c9-46f6-a0f3-aecc0108a20f/transcript

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