Money on Your Mind

Edelman Financial Engines

Each week, EFE financial planners join Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, for conversations about what’s top of mind for clients. They explore common questions, from navigating market volatility to planning major milestones, offering practical guidance and deeper insight into sound financial planning. It’s an ideal listen for a quiet moment and a chance to better understand your financial life. Produced by Edelman Financial Engines. See episode descriptions for more information about this show.

  1. 5d ago

    Ep 31: Why is the economy so "weird" right now? - with John McCafferty

    Many investors are feeling a disconnect between positive economic headlines and their own financial reality. In this episode, host Michael Liersch talks with financial planner John McCafferty about why today's economic news feels “off” to so many people, given that markets remain strong and unemployment data appears favorable. John explains how economic statistics, media narratives, and social media can sometimes create confusion when they don't reflect what people are experiencing in their own lives.  John and Michael discuss the importance of viewing financial decisions through the lens of your personal economy rather than reacting to headlines, as well as avoiding common behavioral traps like catastrophizing and delaying action while waiting for uncertainty to pass. Listen now for a fresh perspective on investing through today’s noise. Subscribe to Money On Your Mind so you never miss an episode.  Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.     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.     Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from your qualified tax and/or legal professionals to help determine the best options for your particular circumstances.   © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced August 2026. AM5808976

  2. Jul 29

    Ep 30: How do I plan for the age of artificial intelligence? - with Aamina Siddiqui

    As AI transforms industries, many people are asking how to plan for a future that includes new risks – and new opportunities. Listen as host Michael Liersch talks with financial planner Aamina Siddiqui about the AI questions herclients are asking, like what happens if AI or offshoring affects your role. She has tips for how to think about your emergency savings in this climate and avoiding having all your wealth locked in retirement accounts if you're over50. Michael and Aamina also dig into why automating your savings and investments, even in small amounts, remains one of the most reliable ways to plan for disruption you can't predict.   Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing.Individual results may vary.    Investing strategies, such as asset allocation,  diversification or rebalancing, do not ensure or guaranteebetter 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 willoutperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.  ©2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced July 2026. AM5788501

  3. Jul 22

    Ep 29: What should I know about gifting money? - with Daniela Erman

    More families are strategizing how they can give money thoughtfully during life rather than waiting to pass assets on later. Listen as host Michael Liersch talks with financial planner Daniela Erman about why parents and grandparents are considering gifting money for major milestones like education, a first home or even starting a business. Inspired by conversations she has with her own clients, Daniela has tips for how to gift with clear goals, always with the recipient’s financial readiness in mind.  Michael and Daniela also cover tax-aware planning strategies, including 529 college savings plans, what superfunding is and the flexibility families should be aware of today. This conversation with Daniela is ultimately a great reminder why financial education itself may be the most valuable gift of all. Subscribe to Money On Your Mind so you never miss an episode. Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content isfor educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.      Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from your qualified tax and/or legal professionals to help determine the best options for your particular circumstances.  The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investmentadvisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced July 2026. AM5766865

  4. Jul 15

    Ep 28: Can my plan support my child with special needs? - with Keith Truex

    If your child has special needs, you can shape your financial plan to help ensure their future care is covered. In this episode, financial planner and father of two Keith Truex draws on firsthand experience to share what he discusses with families in similar situations. Keith and host Michael Liersch talk about the difficult calculations families face, from understanding theireligibility for programs, the level of care their child requires and how far existing finances can stretch. Keith also touches on the importance of estate plans, special needs trusts, life insurance and talking with your support system about care plans if something were to happen to you. Listen now for an empathetic discussion about family, finances and how having open conversations early is healthier for everyone.  Subscribe to Money On Your Mind so you never miss an episode. Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.    Neither Edelman Financial Engines nor its affiliates offer tax or legal advice.  Interested parties are strongly encouraged to seek advice from your qualified tax and/or legal professionals to help determine the best options for your particular circumstances. The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only.

  5. Jul 8

    Ep 27: Special Episode: 2026 Mid-Year Update - with Katie Klingensmith

    Ask ten people how the economy is doing in 2026, and you’ll get ten different answers. We’ve hit the halfway point of 2026, and the past six months have given us a lot to unpack. In this episode, Chief Investment Strategist Katie Klingensmith and host Michael Liersch toss around why people are feeling restless against a backdrop of resilient markets and economic growth.   Katie and Michael discuss what’s shaped the markets – from tariff news and inflation to geopolitics and the start of midterm election anxiety – and the future of the U.S. dollar (spoiler: the answer isn't black and white). Katie also has some time-tested reassurance for why you should never assume you know that this time will be different, and how to keep your eye on the ball amid short-term distractions.  Subscribe to Money On Your Mind so you never miss an episode.  Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.    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.   © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced July 2026. AM5726428

  6. Jul 1

    Ep. 26: How can I prepare my kids for the real world? - with Kelli Smith

    While parenting styles have changed over the years, one thing hasn’t: We’re still not talking enough about money with our kids. Financial planner Kelli Smith wants you to feel empowered to kick off those conversations now. From paying for college to making a large purchase and giving an allowance, Kelli has tips for parents and caregivers to meet kids where they are with financial lessons for the real world. Listen as host Michael Liersch and Kelli also discuss overcoming shame about your own financial habits, how to balance gifting with your retirement needs and why kids need skin in the game for lessons to stick. Related listening: Catch episode 20, “How can I get realistic about my spending?” https://open.spotify.com/episode/5BBcTdFBYYK8r3YJZxloqY?si=9c380b3aa43a4644   Subscribe to Money On Your Mind so you never miss an episode.   Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing.Individual results may vary.

  7. Jun 24

    Ep 25: How do I help protect my family from fraud? - with Paul Jordan

    Hard truth: Elder fraud is sadly common. And your aging loved one’s financial decisions might reveal the first signs of cognitive decline. Do you know how to help protect them in a world of evolving, sophisticated schemes? In this episode of Money On Your Mind, host Michael Liersch is joined by EFE financial planner Paul Jordan, who brings almost 20 years of experience to his clients and their caregiving families. Michael and Paul discuss how increased isolation can make aging people more vulnerable to financial exploitation and how it can go unnoticed by family members and professionals alike. Paul also shares the red flags that may indicate a client is being defrauded, and what safeguards – like listing a trusted contact and early estate planning – could help protect them. Related listening: Catch episode 15, “What’s really getting in the way of estate planning?” https://open.spotify.com/episode/5BBcTdFBYYK8r3YJZxloqY?si=9c380b3aa43a4644 Subscribe to Money On Your Mind so you never miss an episode.   Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing.Individual results may vary.

  8. Jun 17

    Ep 24: Who do I talk to about Medicare? - with Rob Bain

    If most of your Medicare education comes from daytime TV ads, you’re missing some important details. Our Head of Insurance, Rob Bain, wants to change that. Because if retirement is within arm’s reach, you’ll need to make alot of Medicare decisions soon. In this episode of Money On Your Mind, host Michael Liersch talks with Rob about the different parts of Medicare and who can provide you with unbiased answers to your questions (like the difference between Medicare and MedicareAdvantage), as well as the options available for retired federal employees and military servicemembers. Michael and Rob also talk about a decision-making timeline for Medicare plans and how to avoid common pitfalls like HSA clawbacks and missed deadlines. Spoiler alert: We suggest planning ahead more than a couple months beforeretiring. Finally, Rob has a word of advice for those already enrolled in Medicare. Subscribe to Money On Your Mind so you never miss an episode.   Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy orsell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.   Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insuranceagent or broker to determine the best options for your particular circumstances.   © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registeredinvestment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced June 2026. AM 5583793

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Ratings & Reviews

4.8
out of 5
28 Ratings

About

Each week, EFE financial planners join Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, for conversations about what’s top of mind for clients. They explore common questions, from navigating market volatility to planning major milestones, offering practical guidance and deeper insight into sound financial planning. It’s an ideal listen for a quiet moment and a chance to better understand your financial life. Produced by Edelman Financial Engines. See episode descriptions for more information about this show.

Information

  • Creator
    Edelman Financial Engines
  • Years Active
    2026
  • Episodes
    31
  • Rating
    Clean
  • Copyright
    © Edelman Financial Engines
  • Show Website
    Money on Your Mind

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