As fall approaches, many people are feeling the need to do something before the end of the year, both personally and financially. This week on Edelman Financial Engines’ Everyday WealthTM, Jean, Soledad and Edelman Financial Engines’ planner John McCafferty discuss the opportunities you don’t want to miss out on on your financial planning checklist heading into the final stretch of the year including your year end financial review, open enrollment, 401k contributions, and what to do if you’re offered an early retirement package. Later in the episode, there’s a sneak peek of Edelman Financial Engines’ upcoming webinar “The Economic Storm of 2022 and Your Wealth” hosted by Jean Chatzky, where you’ll get timely insights into today's market situation.

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

Ms. Chatzky and Ms. O’Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have 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).

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.

Neither Edelman Financial Engines nor any of its affiliates, or their advisors, sell insurance products. EFE’s 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. 

Neither 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.