Rethinking estate planning

Season 1 Episode 28

Today’s headlines are full of what the markets are doing due to inflation, rising interest rates and the possibility of a recession. We’re also in the midst of the biggest wealth transfer in history and we need to pay attention to the longer-term items that are important to help build and preserve wealth, like estate planning. In this episode of Everyday Wealth™, Jean and Soledad are joined by estate planning attorney and author David York to examine wealth transfer through a new purpose-driven lens. Later in the episode, Jean and Soledad are joined by Edelman Financial Engines wealth planner Rose Niang to discuss considerations to make when you’re leaving an inheritance.

 

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.

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.