Susan Aksu
Everyday Wealth - HighlightsEpisodes
Episodes of Everyday Wealth
Mark All
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Recession, inflation, rising interest rates. Wondering what today's economic challenges mean for you? In this highlight, you’ll get a sneak peek into Edelman Financial Engines’ new webinar, “The Economic Storm of 2022 and Your Wealth,” a round-
To avoid layoffs, some companies are choosing to offer early retirement packages to some employees. In this highlight, Soledad, Jean, and Edelman Financial Engines wealth planner John McCafferty discuss what a good early retirement package can
With open enrollment season right around the corner, Jean, Soledad, and Edelman Financial Engines wealth planner John McCafferty discuss considerations to make when it comes to long-term and short-term disability, life insurance and 401K contri
Edelman Financial Engines wealth planner John McCafferty walks Jean and Soledad through what should be on your year end financial review checklist including your current financial plan, risk tolerance, and questions to ask your financial adviso
If you’re thinking about renting your house on Airbnb, there are a few things to consider. Edelman Financial Engines wealth planner Rose Niang, Jean and Soledad break down what you need to know before you decide.See omnystudio.com/listener for
Soledad, Jean, and Edelman Financial Engines wealth planner Rose Niang discuss the correlation between home prices and inflation and whether or not it's a good time to buy a second home. See omnystudio.com/listener for privacy information.
Are you one of the lucky people who has a pension? If you are, and you retire now, should you take a lump sum or monthly payments? And why do time and interest rates play such a critical role in this decision? In this segment, Soledad, Jean, an
In this highlight, Jean, Soledad, and Edelman Financial Engines wealth planner Rose Niang talk about the big pinch of increased financing costs amid high interest rates, higher prices that consumers may feel on big ticket items due to inflation
Jean, Soledad, and Edelman Financial Engines wealth planner Rose Niang discuss what happens when interest rates rise and what the possible upsides are, including potential extra money for savers and social security recipients.See omnystudio.com
Jean and Soledad, joined by Edelman Financial Engines wealth planner Isabel Barrow, explore the pros and cons of different withdrawal strategies and how a wealth planner could help you determine which fit your personal economy.Investing stra
Soledad, Jean, and Edelman Financial Engines wealth planner Isabel Barrow answer a listener’s questions about required minimum distributions (RMDs) and discuss strategies that a planner can help you put into action during a bear marketInvest
Edelman Financial Engines wealth planner Isabel Barrow breaks down the meaning behind sequence of return risk for Jean and Soledad and explains what role it plays for retirees when it comes to withdrawal strategies.Investing strategies, such
Jean and Soledad, joined by Edelman Financial Engines wealth planner Isabel Barrow, discuss perception vs reality when it comes to retiring in a bear market and how attaching a number to your retirement plan may not be the best approach.Inve
Soledad, Jean, and Edelman Financial Engines wealth planner Jason Cowans answer a listener’s questions about required minimum distributions and discuss what approach may help mitigate long-term risks. See omnystudio.com/listener for privacy inf
A lot of times we think we've got everything mapped out and we have a plan and the plan's going along just fine and then all of a sudden, something happens – like a health scare – and it completely changes everything. In this segment, Jean, Sol
Changing jobs in your 40s and 50s can present certain financial complications that can be worth big money depending on your situation. Edelman Financial Engines wealth planner Jason Cowans discusses with Jean and Soledad what makes taking a new
A new baby in the family means new financial considerations. Jean, Soledad and Edelman Financial Engines wealth planner Jason Cowans discuss what new grandparents should consider when thinking about how to gift money to their new grandchild.See
In our monthly segment, Investing Sense, Dr. Wei Hu, vice president of financial research for Edelman Financial Engines, joins Jean and wealth planner Andy Smith to discuss how reference points can lead to bad investing decisions and what to do
If you leased your car within the past three years, Jean shares a hack that could make you some money.See omnystudio.com/listener for privacy information.
With sky-high car prices, Jean and Edelman Financial Engines wealth planner Andy Smith discuss whether it’s more cost effective to buy or lease a car in the current economy and the pros and cons of both. Jean also shares her favorite car hack f
Edelman Financial Engines wealth planner Andy Smith joins Jean to explain why speculation can lead to risky investments and if there’s ever a time when speculation can be used in goals-based investing.Investing strategies, such as asset allo
Jean and Edelman Financial Engines wealth planner Andy Smith break down the two different types of investors, and what risks may or may not be worth taking in light of the recent market rebound and continued volatility. See omnystudio.com/list
Jean and Soledad interview William Lee, chief economist for the Milken Institute about how a white-collar recession could differ from a blue-collar recession and who should be worried the most. Investing strategies, such as asset allocati
If your child is going off to college for the first time, there are many things that you have to send with them, including financial documents. Erin Smith, director of estate planning with Edelman Financial Engines, joins Soledad and Jean to ex
Whether we’re in a recession-ish now or we will be in the future, it’s important to be prepared. Wiliam Lee, chief economist from the Milken Institute, tells Jean and Soledad what consumers and investors can do to help protect their wealth.
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