Episode 35: Moments that matter

Many times in life, people have a sound financial plan – and then BOOM – something unexpectedly disrupts it. From positive experiences like the birth of a new child or changing jobs later in life, to the not so positive ones, like unexpected health scares, these are the times where having your financial house in order matters most. This week on Edelman Financial Engines’ Everyday Wealth™, Soledad, Jean and Edelman Financial Engines wealth planner Jason Cowans walk through these moments and demonstrate how a wealth planner can help you better prepare for the unexpected.

 

This show is pre-recorded, and any callers are prescreened.

Ms. Chatzky and Ms. O’Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have 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).

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