Edelman Financial Engines' Everyday Wealth with Jean Chatzky

Discipline and courage in changing times

Season 1 Episode 12

Discipline and courage in changing times

With talk of a recession on the rise, Everyday WealthTM hosts Soledad O’Brien and Jean Chatzky, along with Edelman Financial Engines wealth planner Brian Leslie, CFP®, discuss how to deal with concerns and help protect your wealth in these uncertain times. Listen as they also address the rise of social influencers and the impact they have on the financial world. Later in the show, Edelman Financial Engines Vice President of Financial Research Wei Hu joins the conversation to offer a sneak peek into the March webinar, 6 tax-smart investment 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.

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.


Jean Chatzky

Meet the host: Jean Chatzky

Jean Chatzky came to personal finance not as an economist or a financial planner but as a journalist who dug into the topic of money to get her own money in order as well as to earn a paycheck. She has the innate ability to take the complicated world of money and explain it in ways we can all understand. And this has never been more important than now because we all have more responsibility for our financial lives than any generation that came before us. Aside from hosting Everyday Wealth™, Jean is the CEO of HerMoney.com and host of the podcast HerMoney with Jean Chatzky. The financial editor of NBC's TODAY show for 25 years and the financial ambassador for AARP, she appears frequently on CNN and MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal bestselling author.



    Mental accounting benefits and pitfalls

    Older woman with serious expression read document sitting at desk with laptop, dealing with important paperwork, managing finances or health-related issues, learn written information looks concerned

    When to Rebalance your Portfolio

    Business training, night planning and employees talking about corporate proposal on internet in dark office at night. African workers working on partnership on the web with computer during overtime.

    Recency Bias and Staying Rational

    Setting Investment Goals for High-Net-Worth Individuals