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Some money stuff feels too big to tackle yourself. That’s where we come in.
Each week, EFE financial planners join Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, for insightful conversations about what’s top of mind for our clients. They unpack the most pressing questions and concerns clients are bringing to the table, from navigating market volatility to planning for big milestones. These discussions offer practical guidance and a deeper understanding of the principles behind sound financial planning. It's the perfect listen for your next quiet moment – and a chance to better understand your financial planning by understanding yourself.
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Meet the host: Michael Liersch
As Chief Planning Officer at Edelman Financial Engines, Michael leads the firm’s strategic agenda around financial planning, integrating behavioral insights into financial strategy. He earned a bachelor’s degree in economics from Harvard University and a Ph.D. in cognitive psychology from the University of California, San Diego.
Planning that puts you first.
The most important thing we factor into your financial plan is you. Whatever stage you’re at in your journey, our planners will meet you exactly where you are.
Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary. AM5121172