Episode 38: Fear of Missing Out

As fall approaches, many people are feeling the need to do something before the end of the year, both personally and financially. This week on Edelman Financial Engines’ Everyday WealthTM, Jean, Soledad and Edelman Financial Engines’ planner John McCafferty discuss the opportunities you don’t want to miss out on on your financial planning checklist heading into the final stretch of the year including your year end financial review, open enrollment, 401k contributions, and what to do if you’re offered an early retirement package. Later in the episode, there’s a sneak peek of Edelman Financial Engines’ upcoming webinar “The Economic Storm of 2022 and Your Wealth” hosted by Jean Chatzky, where you’ll get timely insights into today's market situation.

 

 

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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