In this episode of Everyday Wealth, hosts Soledad O’Brien and Jean Chatzky are joined by FBI Special Agent Wayne Jacobs to talk about elder fraud and how to help protect your loved ones from being scammed. Later, Edelman Financial Engines planner Jason Cowans joins the conversation to explore how to help protect your wealth using tax-efficient withdrawal strategies.

 

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, hosts Soledad O&rsquo;Brien and Jean Chatzky are joined by FBI Special Agent Wayne Jacobs to talk about elder fraud and how to help protect your loved ones from being scammed. Later, Edelman Financial Engines planner Jason Cowans joins the conversation to explore how to help protect your wealth using tax-efficient withdrawal strategies.
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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.

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="&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>

Because Money Doesn't Come with Instructions

Everyday Wealth

Episode 8: Protecting your wealth

https://api.omny.fm/orgs/28f40a00-40de-4bda-94f0-ade200730f75/clips/c861f0c2-a940-4e33-907f-ae40015548a3/transcript