Growing and protecting wealth goes beyond the markets and the economy

Soledad O’Brien and Jean Chatzky, accompanied by Edelman Financial Engines Planner Andy Smith, take on perception vs. reality when it comes to helping grow and protect everyday wealth. Listen as they also discuss retirement withdrawal strategies and the do’s and don’ts of estate planning and making a will.


An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.


Neither Edelman Financial Engines, a division of 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.

Explore the crossroads of financial decisions and how they affect your life.