100 episodes

Everyday Wealth, a nationally syndicated radio show and podcast hosted by Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean discusses the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by Edelman Financial Engines wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential.

For more information and air times, please visit EverydayWealth.com

Everyday Wealth Jean Chatzky

    • Business
    • 4.0 • 892 Ratings

Everyday Wealth, a nationally syndicated radio show and podcast hosted by Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean discusses the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by Edelman Financial Engines wealth planners and industry experts, listeners hear fresh and compelling insights and strategies to help elevate their financial potential.

For more information and air times, please visit EverydayWealth.com

    Season 2 Episode 4: Replay: Investing vs. speculation

    Season 2 Episode 4: Replay: Investing vs. speculation

    As markets continue their bumpy ride, some investors are looking to make back losses during the potential upswings – possibly taking on some excessive risk. In this episode of Everyday Wealth™, Jean Chatzky is joined by wealth planner Andy Smith to discuss the differences between speculation and investing, and how a wealth planner can help mitigate your risks. They also discuss whether it’s better to lease or buy a car in the current economy, and later in the episode, Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, joins Jean and Andy for Investing Sense, where they talk about mental reference points that impact investing. 

     

    Originally posted 08-20-22

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

    Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth radio show and podcast and for related activities and therefore has 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).

    Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.

    Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels.

    An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. 
    See omnystudio.com/listener for privacy information.

    • 38 min
    Season 2 Episode 3: Navigating a challenging housing market

    Season 2 Episode 3: Navigating a challenging housing market

    As home prices and interest rates traveled through the roof this past year, many people want to know where the real estate housing market is headed next. This week on Edelman Financial Engines’ Everyday Wealth™, Jean is joined by economist Mark Zandi from Moody’s Analytics to do a deep dive on the housing market and to discuss what it will take for homebuying to feel manageable again. Later in the episode, Edelman Financial Engines wealth planner John McCafferty joins the conversation to talk about what a homebuyer should consider doing now and if renting might be a better idea.

     

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

    Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth radio show and podcast and for related activities and therefore has 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).
    See omnystudio.com/listener for privacy information.

    • 44 min
    Season 2 Episode 2: Starting a small business or a side gig

    Season 2 Episode 2: Starting a small business or a side gig

    When you’re starting a small business or a side gig, there are many important factors to consider in order to help make it a success. This week on Edelman Financial Engines’ Everyday Wealth™, Jean is joined by Edelman Financial Engines wealth planner Andy Smith as she shares her journey from side gigs to becoming a small-business owner and what she learned along the way. Later in the episode, Rich Lahijani a director, tax advisory and planning at Edelman Financial Engines, joins the conversation to talk about tax considerations, including what you typically can and can’t write off when you’re starting a small business or side gig.

     

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

    Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth radio show and podcast and for related activities and therefore has 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).

    Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.
    See omnystudio.com/listener for privacy information.

    • 45 min
    Season 2 Episode 1: Keeping your financial New Year’s resolutions

    Season 2 Episode 1: Keeping your financial New Year’s resolutions

    It’s a new year, which also means it’s time for New Year’s resolutions and according to a recent survey, for 66% of Americans, the resolutions they made were financial. This week on Edelman Financial Engines’ Everyday Wealth™, Jean is joined by Sarah Newcomb, director of financial psychology at Morningstar, to talk about making financial New Year’s resolutions and how to stay on track when your will is tested. Later in the episode, Edelman Financial Engines wealth planner Isabel Barrow joins Jean to provide some key areas that you may want to focus on that can help you with building wealth in this new year.

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

    Ms. Chatzky receives cash compensation for acting as host 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).

    Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances. 
    See omnystudio.com/listener for privacy information.

    • 51 min
    Episode 53: REPLAY: Aging: A family matter

    Episode 53: REPLAY: Aging: A family matter

    In this episode of Edelman Financial Engines' Everyday Wealth, Soledad O’Brien and Jean Chatzky are joined by Nora Super, the executive director of the Milken Institute Center for the Future of Aging, to discuss the link between healthy longevity and financial wellness. Later in the episode, Edelman Financial Engines wealth planner Jason Cowans joins Jean and Soledad to continue the theme of aging, with discussions on planning for future health-care costs and living trusts.

    Originally posted 4-8-22

    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).

    Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal professionals regarding the best options for your particular circumstances.
    See omnystudio.com/listener for privacy information.

    • 39 min
    Episode 52: REPLAY: What type of investor are you?

    Episode 52: REPLAY: What type of investor are you?

    For most people, 2022 has been a perfect storm of high inflation, aggressive rate hikes, volatile markets, worries of recession… and just about everything else that makes investors run for the hills. This week on Edelman Financial Engines’ Everyday Wealth™, Soledad, Jean and wealth planner Andy Smith will put the markets into context, and – hopefully – provide a bit of perspective about what we’re experiencing right now in the economy. Later in the episode, the hosts discuss two types of investors – those who chase returns and those who work toward a clear set of goals, and why one typically leads to better outcomes. They’ll also explore what to do at different stages and phases of life to help protect your wealth.

     

    Originally posted 11-12-22

    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).

    An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. 

    Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal professionals regarding the best options for your particular circumstances.
    See omnystudio.com/listener for privacy information.

    • 40 min

Customer Reviews

4.0 out of 5
892 Ratings

892 Ratings

Archibald Stanton ,

Right?

This show is great, but it’s also a great drinking game. If you have a drink every time one of the hosts says, “Right? “, you will be bombed about halfway through each episode.

Debinchgo ,

Great Show

I really enjoy this podcast and learn a lot…. Great topics. I look forward to listening to it. 😊

justindex ,

To much time spent on the host.

I have listened to this podcast for awhile but have started to notice the host starting to promote her own company called Her money. If I wanted advice about Her Money, I wouldn’t be listening to this one. Deleted the future podcasts. Just Index

Top Podcasts In Business

Erika Kullberg
Freakonomics Network & Zachary Crockett
Ramsey Network
NPR
Jocko DEFCOR Network
Guy Raz | Wondery

You Might Also Like

Ric Edelman
Jean Chatzky Her Money
Cadence13
Joe Anderson, CFP® & Alan Clopine, CPA
Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®
Jill Schlesinger