What should be on your estate planning checklist?

 

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.

What should be on your estate planning checklist?
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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

Get your financial house in order: Estate planning

https://api.omny.fm/orgs/28f40a00-40de-4bda-94f0-ade200730f75/clips/4c0d0a95-6bba-401f-b49b-ae1c012828da/transcript

As we close our second and final season of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planners Isabel Barrow and Andy Smith discuss how to plan for the right retirement for you. Included in the conversation are what considerations to make when planning, like what your vision of retirement is from a life and financial standpoint, and how a planner can help you get there.

Then, Jean talks with Joanne Lipman, an award-winning journalist and bestselling author, whose latest book, Next! The Power of Reinvention in Life and Work, is about the different forms that retirement can take when we lean into self-reinvention, and the four steps to help you get there successfully.



Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has 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).

The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. Ms. Chatzky is neither an employee nor client of EFE and Ms. Chatzky is a paid endorser, with an incentive to endorse EFE. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney.

This show is prerecorded and any callers are prescreened.

The views and opinions expressed by Joanne Lipman are solely their own and may not reflect the views or opinions of EFE or its planners.

The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical and market information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. Individual experiences are unique to each situation. Your experience may differ. You should consult with a financial advisor to help determine the best options for your particular circumstances.

Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced January 2024. 

AM# 3332067

As we close our second and final season of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planners Isabel Barrow and Andy Smith discuss how to plan for the right retirement for you. Included in the conversation are what considerations to make when planning, like what your vision of retirement is from a life and financial standpoint, and how a planner can help you get there.
Then, Jean talks with Joanne Lipman, an award-winning journalist and bestselling author, whose latest book, Next! The Power of Reinvention in Life and Work, is about the different forms that retirement can take when we lean into self-reinvention, and the four steps to help you get there successfully.
 
Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has 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).
The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. Ms. Chatzky is neither an employee nor client of EFE and Ms. Chatzky is a paid endorser, with an incentive to endorse EFE. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney.
This show is prerecorded and any callers are prescreened.
The views and opinions expressed by Joanne Lipman are solely their own and may not reflect the views or opinions of EFE or its planners.
The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical and market information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. Individual experiences are unique to each situation. Your experience may differ. You should consult with a financial advisor to help determine the best options for your particular circumstances.
Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced January 2024. 
AM# 3332067

Season 2 Episode 55: Are you planning for the right retirement?

The SECURE 2.0 Act that passed in December 2022 has over 90 provisions to encourage more people to save for retirement. But weeding through those provisions can be daunting. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Isabel Barrow go through some of those changes that may have a big impact on retirees and pre-retirees, including provisions to employer matching contributions for student loan payments, 529 plans and Roth IRAs.

Later, Jean and Isabel answer listener questions, like how much to withdraw annually from 401(k) plans in retirement, what to expect from Social Security in the future, and what options are available for health care coverage for retirees before age 65.



Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has 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).

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

The information being provided is for informational and educational purposes only and should not be construed as advice. You should consult a financial advisor to help determine the best options for your particular circumstances.

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

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced January 2024.

The SECURE 2.0 Act that passed in December 2022 has over 90 provisions to encourage more people to save for retirement. But weeding through those provisions can be daunting. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Isabel Barrow go through some of those changes that may have a big impact on retirees and pre-retirees, including provisions to employer matching contributions for student loan payments, 529 plans and Roth IRAs.
Later, Jean and Isabel answer listener questions, like how much to withdraw annually from 401(k) plans in retirement, what to expect from Social Security in the future, and what options are available for health care coverage for retirees before age 65.
 
Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has 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).
This show is pre-recorded, and any callers are prescreened.
The information being provided is for informational and educational purposes only and should not be construed as advice. You should consult a financial advisor to help determine the best options for your particular circumstances.
Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from your qualified tax and/or legal professionals to help determine the best options for your particular circumstances.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced January 2024.

Season 2 Episode 54: Changes in the SECURE Act for 2024 – and we answer your questions

It’s a brand new year full of predictions: predictions about geopolitical events, the economy, and what the stock market will do in 2024. But should you pay attention to any of them? In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Andy Smith discuss why predictions, while important for governments and business, may not be so important when it comes to individual investors. They also discuss some of the key components of a financial plan that can help create wealth over the long term.

Later, Jean is joined by Mark Zandi, chief economist for Moody’s Analytics, to talk about what 2024 may have in store, including his outlook on inflation, interest rates and the possibility of a recession, and what other trends he sees for this year.



Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has 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).

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

The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a professional and/or do your own due diligence to help determine the best options for your particular circumstances.

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.

Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.

The views and opinions expressed by Mark Zandi are solely his own and may not reflect the views or opinions of EFE or its planners. The information being provided is for informational and educational purposes only and should not be construed as investment advice. You should consult with a financial advisor to help determine the best options for your particular circumstances.

It’s a brand new year full of predictions: predictions about geopolitical events, the economy, and what the stock market will do in 2024. But should you pay attention to any of them? In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Andy Smith discuss why predictions, while important for governments and business, may not be so important when it comes to individual investors. They also discuss some of the key components of a financial plan that can help create wealth over the long term.
Later, Jean is joined by Mark Zandi, chief economist for Moody’s Analytics, to talk about what 2024 may have in store, including his outlook on inflation, interest rates and the possibility of a recession, and what other trends he sees for this year.
 
Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has 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).
This show is pre-recorded, and any callers are prescreened.
The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a professional and/or do your own due diligence to help determine the best options for your particular circumstances.
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.
Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.
The views and opinions expressed by Mark Zandi are solely his own and may not reflect the views or opinions of EFE or its planners. The information being provided is for informational and educational purposes only and should not be construed as investment advice. You should consult with a financial advisor to help determine the best options for your particular circumstances.

Get your financial house in order: Estate planning

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