Episodes

Episode 26: Is the 60/40 portfolio dead? And obstacles to building wealth.

With recent inflation and interest rate increases and continuing market volatility, more and more people have been predicting a recession. In this episode of Everyday Wealth™, Jean and Soledad are joined by Christopher Jones, chief investment officer at Edelman Financial Engines, to discuss what investment strategies are working in these volatile times and if the 60/40 portfolio is dead. Later in the episode, Jean and Soledad are joined by Edelman Financial Engines wealth planner Brian Leslie to talk about the obstacles that can get in the way of building wealth.

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Episode 25: Understanding inflation and what you can do

It seems like everything is more expensive these days – from gas to groceries, and it’s all due to inflation. In this episode of Everyday Wealth™, Jean and Soledad are joined by Christopher Jones, chief investment officer at Edelman Financial Engines, to discuss why prices are so high and what consumers and investors can do to help protect their wealth. Isabel Barrow, a wealth planner from Edelman Financial Engines, also joins Jean and Soledad later in the episode to discuss personal inflation rates and strategies to consider as consumers and investors.

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Episode 24: Housing: The market forecast, renovating and taxes

For more than a year it’s been a crazy seller’s market. But now interest rates are rising, and we are starting to hear murmurings of the potential “heat of the market” cooling just a bit. Or maybe it’s not. In this episode of Everyday Wealth™, Mark Zandi, chief economist at Moody’s Analytics, joins Jean and Soledad to discuss the housing market forecast and what buyers and sellers should consider. Later in the episode, Brian Leslie, a wealth planner from Edelman Financial Engines, joins the show to discuss home improvements and renovations and potential tax deductions.

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Episode 23: Is a recession inevitable?

Since the beginning of the year, we’ve seen the markets go down, and there’s some speculation that we may be headed for a recession. In this episode, Jean and Soledad are joined by Mark Zandi, chief economist at Moody’s Analytics, to discuss how likely a recession is, and how to consider investing during a recession. Later in the episode, Jean and Soledad talk to John McCafferty, a wealth planner at Edelman Financial Engines, about whether or not preparing for a recession means moving investments to cash.

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Episode 22: Aging and Partial retirement

In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky interview bestselling author and founder of Age Wave, Dr. Ken Dychtwald about life’s third age and how retirees can make the most of their time. Later in the episode, Jean and Soledad dig into the topic of partial retirement with Edelman Financial Engines wealth planner John McCafferty.

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Episode 21: Financial and estate planning for blended families

Nearly half of U.S. families are blended – where at least one of the partners has been married before and is bringing children into their new relationships. So it’s quite common but can also be quite complex when it comes to finances and figuring out what’s “yours, mine and ours.” In this episode of Everyday Wealth™, Soledad O’Brien and Jean Chatzky are joined by Erin Smith, director of estate planning, and wealth planner Jason Cowans, from Edelman Financial Engines to discuss the financial obstacles that blending families create and how to help navigate them. Later in the show, Jean, Soledad and Jason discuss whether it’s a good time to buy the dip.

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Episode 20: Planning and saving for college

We’re approaching graduation season so, in this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky explore the topic of planning and saving for college. Edelman Financial Engines wealth planner Rose Niang joins the conversation to discuss financial aid, scholarships and the best and worst ways to pay for college. Later in the episode, Jean, Soledad and Rose talk to a caller who has a question about 529 plans, and then Jean walks through her book How to Money.

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Episode 19: Inflation, I bonds, HSAs and inherited IRAs

In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Edelman Financial Engines wealth planner Brian Leslie to discuss different investment vehicles for your money, including I bonds, Treasury Inflation-Protected Security bonds, health savings accounts and more. Later in the episode, Jean, Soledad and Brian talk to a caller who has a question about what to do with an inherited IRA.

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Episode 18: Small business: The backbone of our economy

This week’s episode of Everyday Wealth celebrates Small Business Week, with Soledad O’Brien and Jean Chatzky sharing their personal experiences of building their own small businesses, including great tips and lessons they’ve learned and mistakes they’ve made along the way. Later in the episode, Jean and Soledad are joined by Director of the Retirement Plans Division at Edelman Financial Engines, Jim Marx, and Edelman Financial Engines wealth planner Isabel Barrow to discuss 401(k)s and retirement plans for small-business owners.

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Episode 17: The impacts of climate on economies and ESG investing

In honor of Earth Day, the topic of climate change is tackled in this episode of Everyday Wealth. Listen as Soledad O’Brien and Jean Chatzky talk about how different sectors are affected by the current crisis and what it means for investors. Later in the episode, Jean and Soledad are joined by Senior Vice President of Portfolio Management at Edelman Financial Engines Neil Gilfedder and Edelman Financial Engines wealth planner John McCafferty to discuss ESG investing.

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Episode 16: The road to empty nesting

This episode of Everyday Wealth with Soledad O’Brien and Jean Chatzky is a journey through the different phases of having an adult child. Edelman Financial Engines wealth planner Brian Leslie joins the conversation to answer a listener’s question about 529 plans and how to prepare for boomerang kids after college. Later in the show, Jean and Soledad explore downsizing your home after the kids finally leave with Edelman Financial Engines wealth planner Rose Niang.

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Episode 15: Aging: A family matter

We’re continuing our series on aging in this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Nora Super, the executive director of the Milken Institute Center for the Future of Aging, to discuss the link between healthy longevity and financial wellness. Later in the episode, Edelman Financial Engines wealth planner Jason Cowans joins Jean and Soledad to continue the theme of aging, with discussions on planning for future health-care costs and living trusts.

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Episode 14: Aging: Reinventing retirement

In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky kick off a new series on aging, starting with an interview with bestselling author and founder of Age Wave, Dr. Ken Dychtwald. Later in the episode, Jean and Soledad dig into the topic of phased retirement with Edelman Financial Engines wealth planner John McCafferty.

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Episode 13: Preparing and prospering

Interest rate hikes have everybody talking lately and wondering what to do to prepare. In this episode of Everyday Wealth, Soledad O’Brien and Jean Chatzky, along with Edelman Engines wealth planner Rose Niang, discuss what preparations to make and not make in this rising interest rate environment. Later in the show, they discuss the ins and outs of tax-loss harvesting, as well as tips on changing jobs later in life.  

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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

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Episode 11: Understanding financial leverage

From global conflicts to those more personal, money and assets are used as leverage every day. On this episode of Everyday WealthTM, Soledad O’Brien, Jean Chatzky and Edelman Financial Engines planner Isabel Barrow discuss the global financial response to Russia and they dive into the financial toll of divorce and what to take into consideration when going through it. They close out the conversation answering a listener’s question about the role bonds should play in a diversified portfolio.

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Episode 10: Navigating through uncertain times

In this episode of Everyday Wealth, Wei Hu, vice president of financial research at Edelman Financial Engines, joins hosts Soledad O’Brien and Jean Chatzky to explore the impact of the Russia-Ukraine conflict on the current economic situation and how it affects us here at home. Also, Edelman Financial Engines wealth planner John McCafferty joins the conversation to discuss investing tips for women as well as Roth conversions.

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Episode 09: The intersection of love and money

Is money the key to happiness or is it open communication about money? Edelman Financial Engines planner John McCafferty joins hosts Soledad O’Brien and Jean Chatzky to talk about money and how it can impact every aspect of a relationship – from the first date to financial infidelity. Plus, a look at the latest geopolitical news and how much stock is too much stock? 

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Episode 08: Protecting your wealth

In this episode of Everyday Wealth, hosts Soledad O’Brien and Jean Chatzky are joined by FBI Special Agent Wayne Jacobs to talk about elder fraud and how to help protect your loved ones from being scammed. Later, Edelman Financial Engines planner Jason Cowans joins the conversation to explore how to help protect your wealth using tax-efficient withdrawal strategies.

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Episode 07: Financial planning for special needs

The topic of financial planning for families with special needs is tackled in this episode of Everyday Wealth.  Listen as Soledad O’Brien and Jean Chatzky talk with Director of Estate Planning Rodney Weaver and financial planner Jennifer Staben from Edelman Financial Engines, to address this important issue, along with exploring the ins and outs of Social Security.

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Episode 06: Managing financial stress in volatile times

This episode of Everyday Wealth is dedicated to helping you deal with financial stresses, like market volatility. Listen in as Soledad O’Brien, Jean Chatzky and Edelman Financial Engines Planner Rose Niang address this important issue, with a focus on the potential for a bear market, taming our lizard brain and tax planning.

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Episode 05: Market volatility and what it means for you

It’s been a roller coaster of a month so far and hosts Soledad O’Brien and Jean Chatzky bring in Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, to tell us what we need to know about inflation, interest rates, tech stocks and more. Also in this episode, Edelman Financial Engines Planner Isabel Barrow joins the show to shed some light on charitable donations and building a legacy for your family.

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Episode 04: An economist’s take on what’s happening today

In this week’s episode, Soledad O’Brien and Jean Chatzky talk to economist and bestselling author Larry Kotlikoff about inflation, when to take social security and when to invest, all of which might surprise you. Then later in the episode, Edelman Financial Engines Planner Brian Leslie talks to Jean and Soledad about homeownership and different approaches to mortgages, how much life insurance you actually need and more.

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Episode 03: Investing: The importance of diversification

Soledad O’Brien and Jean Chatzky, along with Edelman Financial Engines Planner John McCafferty, talk about the risks of going it alone when it comes to investing on this episode of Everyday Wealth. Listen as they discuss topics, such as investing trends, caring for aging parents and what to do with a year-end bonus.

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Episode 01: New year, new financial opportunities

Soledad O'Brien and Jean Chatzky kick off 2022, accompanied by Edelman Financial Engines planner, Jason Cowans, on the inaugural episode of Everyday Wealth. Listen as they discuss areas that could impact your wealth, from the Great Resignation and inflation to creating tactical New Year’s financial resolutions.

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