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Your year-end financial checklist

Season 2 Episode 44

Your year-end financial checklist

The holiday season is a stressful time for many reasons, including financial solutions. That’s why now is the perfect time to go through your end-of-year financial checklist. Not only to make sure that your finances for this year are optimized, but also to prepare for the year ahead.

In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean and wealth planners Andy Smith and Isabel Barrow discuss what considerations need to be on your financial “to-do” list, including maximizing your 401(k), using any flexible spending account balances, reimbursing yourself for any 529 expenses, making and reviewing your annuity exit strategy, making charitable donations, arranging gift giving and more.

Later in the episode, Jean speaks with Dr. Stephen Hayes, an emeritus professor of psychology at the University of Nevada, Reno, president of the Institute for Better Health, and one of the most cited psychologists in the world today, about how to deal with the stress of the holiday season using psychological flexibility skills, including his own ON-A method.


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 investment advice. Although some of the statistical information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a professional and/or do your own due diligence to help determine the best options for your particular circumstances.

Neither Edelman Financial Engines 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.

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.

Certain services are provided on an educational and guidance basis only.

The views and opinions expressed by Dr. Stephen Hayes are solely their own and may not reflect the views or opinions of EFE or its planners.

This show is prerecorded. Produced November 2023.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC.  Advisory services provided by Financial Engines Advisors L.L.C. a federally registered investment advisor. Results are not guaranteed. AM3205992

Jean Chatzky


Meet the Host: Jean Chatzky

A financial journalist and New York Times bestselling author with an innate ability to explain the complex world of money.

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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