This episode of Everyday Wealth withSoledad O’Brien and Jean Chatzky is a journey through the different phases of having an adult child. Edelman Financial Engines wealth planner Brian Leslie joins the conversation to answer a listener’s question about 529 plans and how to prepare for boomerang kids after college. Later in the show, Jean and Soledad explore downsizing your home after the kids finally leave with Edelman Financial Engines wealth planner Rose Niang.

 

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.

This episode of Everyday Wealth with Soledad O&rsquo;Brien and Jean Chatzky is a journey through the different phases of having an adult child. Edelman Financial Engines wealth planner Brian Leslie joins the conversation to answer a listener&rsquo;s question about 529 plans and how to prepare for boomerang kids after college. Later in the show, Jean and Soledad explore downsizing your home after the kids finally leave with Edelman Financial Engines wealth planner Rose Niang.
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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.

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

The road to empty nesting

https://api.omny.fm/orgs/28f40a00-40de-4bda-94f0-ade200730f75/clips/1a0f59d8-f746-49e5-a08b-ae77012ed47d/transcript

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