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

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 re…

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

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 thos…

Season 2 Episode 53: Outlook 2024: Growing Your Wealth in an Uncertain World

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 predi…

Season 2 Episode 52: Starting a small business or side hustle

Happy New Year! In this episode of Edelman Financial Engines’ Everyday Wealth™, we present an encore presentation of one our most requested shows – “How to start a small business or side hustle.” When you’re starting a small business or a side hustle, there are many important factors to consider t…

Season 2 Episode 51: The Best of 2023 – Transitioning into retirement

In this special edition of Edelman Financial Engines’ Everyday Wealth™, we’ve curated some of our favorite interviews with experts around the topic of transitioning into retirement. First, Jean and wealth planners Isabel Barrow and Andy Smith talk to Dr. Riley Moynes on how to navigate what he cal…

Listen as I get financially planned

This special episode of Other People's Pockets was produced with support from and sponsored by Edelman Financial Engines’ Everyday Wealth™ podcast. Today on Other People's Pockets, you're going to hear what it's like to receive financial planning advice, and the person receiving the advice is ... …

Season 2 Episode 50: Setting (and keeping) your financial resolutions

It’s almost New Year’s Day, which means millions of people will make New Year’s resolutions, including financial ones. Unfortunately, data suggests that only 9% of Americans who make resolutions will complete them. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth plan…

Season 2 Episode 49: We answer your questions

In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planners Andy Smith and Isabel Barrow answer questions from listeners. Topics include strategies for taking Required Minimum Distributions; the purpose of owning bonds in a portfolio as opposed to just equities and cash…

Season 2 Episode 48: Creating charitable giving strategies that make an impact

’Tis the season of giving and many people will be donating to charities this year, but it can be confusing to navigate who to give to and how. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planner Andy Smith explore different giving vehicles, like donor-advised fun…

Season 2 Episode 47: What if you never retire – by choice?

The concept of never retiring is more common that we might think. A recent survey by TheWall Street Journal found that some potential retirees say that they never intend to retire – not due to financial issues, but by choice, and for a wide variety of reasons. Jean and wealth planner Isabel Barrow …