Edelman Financial Engines' Everyday Wealth with Jean Chatzky

Everyday wealth in America

Season 2 Episode 22

Everyday wealth in America

Now more than ever, your financial life is deeply connected to your everyday life. To explore how Americans define wealth in the context of the world around them, Edelman Financial Engines partnered with Greenwald Research to examine critical topics that sit squarely at the intersection of life and money, such as family relationships, retirement goals and wealth transfer. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean talks with Jason Van de Loo, executive vice president and co-chief client officer at Edelman Financial Engines, about the results of the Everyday Wealth in America 2022 Report, and the challenges that Americans face when it comes to having discussions about money. Later in the episode, wealth planner Isabel Barrow joins Jean and Jason to discuss why 83% of survey respondents said they stress less because of their financial planner and the tactical ways in which a planner can help.

You can download the Everyday Wealth in America 2022 Report for free at Edelmanfinancialengines.com/wealth-in-america-2022/


The show is prerecorded.

Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has 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).

The information being provided is for informational and educational purposes only and should not be construed as advice. You should consult a financial advisor to help determine the best options for your particular circumstances.

Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines 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 review this information with your insurance agent or broker to determine the best options for your particular circumstances.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. Produced May 2023.

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.

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