Tying up loose financial ends

Season 1 Episode 51

With so many priorities competing for our attention, it’s easy to overlook opportunities that come up this time of the year that can help with your financial plan. This week on Edelman Financial Engines’ Everyday Wealth™, wealth planner Jason Cowans joins Jean and Soledad to review a few important financial steps you can consider taking before ringing in the new year. Also in this episode, when a loved one passes away, financial decisions can often make the grieving process even more challenging. The hosts discuss the emotional and financial aspects of losing someone you love, and steps you can take to help make the process a little easier.

 

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 (EFE) 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).

Neither EFE 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.

With regard to your employer-sponsored benefits, please refer to your company plan documents for the information that pertains to your situation.

Neither EFE 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 situation.

Neither EFE nor any of its planners sell insurance products. EFE 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 include your insurance agent or broker in these discussions and decisions to help determine the best options for you situation.

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.