A special compilation episode featuring words of wisdom from Edelman Financial Engines financial planners. Forget detailed analysis and hypotheticals – here are your action items to consider right now. From kicking off your estate planning, to actually feeling confident in your retirement plans and reaching out for a trusted opinion, these are the tasks our financial planners wish you’d put at the top of your to-do list. If you feel stuck or overwhelmed in your financial planning journey, we hope you’ll hear at least one tip in this episode that reveals what you can do next. Even if taking the first step is the hardest, it might just make the biggest, most lasting impact. If you’re enjoying Money On Your Mind, please consider leaving us a rating to help others find the show, too.