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Listen as I get financially planned

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Manage episode 390214688 series 1606445
Content provided by Susan Aksu and Jean Chatzky. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Susan Aksu and Jean Chatzky or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This special episode of Other People's Pockets was produced with support from and sponsored by Edelman Financial Engines’ Everyday Wealth™ podcast.

Today on Other People's Pockets, you're going to hear what it's like to receive financial planning advice, and the person receiving the advice is ... me! My income, savings, and retirement goals will get scrutinized by Isabel Barrow, a director of financial planning at Edelman Financial Engines and frequent guest on the podcast Everyday Wealth, along with Jean Chatzky, financial journalist and bestselling New York Times author who is also the host of Everyday Wealth.

This information is being provided for informational and education purposes and should not be construed as advice. Individual experiences are personalized and will vary.

Ms. Chatzky is not an employee or client of EFE. She receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has an incentive to endorse EFE 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, nor is it based on show content or any results-dependent factors (e.g., popularity of the show).

Advisory services provided by Financial Engines Advisors L.L.C. a federally registered investment advisor. Certain services are provided on an educational and guidance basis only. Results are not guaranteed. Produced November 2023. AM# 3280302

See omnystudio.com/listener for privacy information.

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769 episodes

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Listen as I get financially planned

Everyday Wealth

716 subscribers

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Manage episode 390214688 series 1606445
Content provided by Susan Aksu and Jean Chatzky. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Susan Aksu and Jean Chatzky or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This special episode of Other People's Pockets was produced with support from and sponsored by Edelman Financial Engines’ Everyday Wealth™ podcast.

Today on Other People's Pockets, you're going to hear what it's like to receive financial planning advice, and the person receiving the advice is ... me! My income, savings, and retirement goals will get scrutinized by Isabel Barrow, a director of financial planning at Edelman Financial Engines and frequent guest on the podcast Everyday Wealth, along with Jean Chatzky, financial journalist and bestselling New York Times author who is also the host of Everyday Wealth.

This information is being provided for informational and education purposes and should not be construed as advice. Individual experiences are personalized and will vary.

Ms. Chatzky is not an employee or client of EFE. She receives cash compensation for acting as host of the Everyday Wealth podcast and for related activities and therefore has an incentive to endorse EFE 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, nor is it based on show content or any results-dependent factors (e.g., popularity of the show).

Advisory services provided by Financial Engines Advisors L.L.C. a federally registered investment advisor. Certain services are provided on an educational and guidance basis only. Results are not guaranteed. Produced November 2023. AM# 3280302

See omnystudio.com/listener for privacy information.

  continue reading

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