Money on Your Mind

Edelman Financial Engines
  • 4.8 (21)
  • BUSINESS
  • UPDATED WEEKLY

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.

Episodes

  1. 4D AGO

    Ep 9: I’m about to retire…what now? — with Mark Palmer

    Are you one or two years out from retirement? This episode is for you. You’ve operated with a savings mindset for decades, but for many, approaching retirement means facing an entirely new world of financial and emotional challenges. And entering this next chapter with a positive attitude could bethe difference between enjoying the rewards of your hard work – or worrying your way through it. In this episode, Dr. Michael Liersch and financial planner Mark Palmer talk about the mental muscles you need to train now to prepare for the future, how to prevent feeling anchored to the short term and why it’s essential for couples to make decisions as a team.  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 offerto 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. © 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 March 2026. AM5288387

    18 min

  2. MAR 3

    Special Episode: Your Money and Conflict in the Middle East – with Neil Gilfedder and Katie Klingensmith

    We’re monitoring developments in Iran and the Middle East closely through market data and geopolitical reporting. In the meantime, our Chief Investment Officer Neil Gilfedder and Chief Investment Strategist Katie Klingensmith are addressing your concerns about what this headline event could mean for your plan, your portfolio and your personal economy. In this special episode, we’re covering how we expect the markets to react, the role of diversification in your portfolio right now and in the long-term and what (if anything) you should do in the short-term. 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 thirdparties. All examples are hypothetical and for illustrative purposes only.  All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.  © 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 MARCH 2026.]  AM5264648

    18 min

  3. FEB 25

    Ep 7: Is everyone moving to gold now?

    Between headlines about tariffs, Bitcoin and gold – there’s a lot to digest right now. So, we’re trying something a little different this week. In this episode, Dr. Michael Liersch is joined by our Chief Investment Strategist, Katie Klingensmith, for her take on the topics making a lot of investors reconsider their plans. Here's Katie’s expert breakdown of what tariffs are, why you’re hearing a lot about precious metals and crypto and when it’s time to sit back versus make a big change.  Money on Your Mind is produced by Edelman FinancialEngines 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 offerto buy or sell any product and does not represent an endorsement of third parties. All examples are hypothetical and for illustrative purposes only.  All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by FinancialEngines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. [Produced FEBRUARY 2026.]  AM5244955

    16 min

  4. FEB 18

    Ep 6: Do I have to make decisions by myself?

    You’ve seen the email: benefits deadline approaching, action required. Between meetings and family commitments, how are you supposed to know what to do – especially when stock is vesting, bonuses are coming and tax forms are piling up? In this episode, Dr. Michael Liersch talks with financial plannerRyan Cahill about the quiet overwhelm a lot of us are facing when it comes to this personal admin work. From 401(k) elections and Roth catch-up rules to restricted stock decisions and blackout periods, Ryan shares what his clients are asking – and his advice for making confident decisions that leave more time for what matters.   Money on Your Mind is produced by Edelman FinancialEngines 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 offerto buy or sell any product and does not represent an endorsement of third parties. All examples are hypothetical and for illustrative purposes only.  All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by FinancialEngines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. [Produced FEBRUARY 2026.]  AM5218771

    18 min

  5. FEB 11

    Ep 5: Should I move everything to cash?

    Part two of our conversation with EFE Financial Planner, LaelaErickson. It’s tempting to become financially conservative inuncertain times – but you have other options, too. Laela shares the practical strategies she uses with her own clients, including the "bucketing approach" that matches your money to your timeline and helps you think of your finances as a tool, not a source of anxiety. Dr. Michael Liersch weighs in on the emotional traps that could lead to poor investment decisions and reveals what history teaches us about down markets (hint: they're not always bad news, even if you're still working). Plus, Laela offers a surprising perspective on generosity: Sometimes, the best way to loosen money'sgrip is to give some of it away.  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 edorsement of third parties. All examples are hypotheticaland for illustrative purposes only. All investments have inherent risks. Consult a financial advisor before investing.Individual results may vary. © 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 FEBRUARY 2026.]  AM5205002

    16 min

  6. FEB 4

    Ep 4: Am I going to run out of money?

    Ever find yourself awake at 3 a.m., wondering what yourfinances really look like? Many of us carry the weight of financial stress in our heads, without ever putting the full picture on paper. In part one of this two-part episode, Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, sits down with EFE financial planner Laela Erickson toexplore how to break the cycle of “mental accounting” to give yourself better peace of mind. They discuss why understanding your real spending, planning for changing expenses over time and aligning your money with your values can help replace uncertainty with confidence – and turn financial planning into a tool for a more fulfilling life. Money on Your Mind is produced by Edelman FinancialEngines 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 offerto 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. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by FinancialEngines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. [Produced FEBRUARY 2026.]  AM5181283

    19 min

  7. JAN 28

    Ep 3: How do I regain a sense of control?

    Clients are wondering how, in their financial planning, they can chart a path forward when the road ahead is foggy. In this episode, Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, sits down with EFE financial planner and Chartered Mutual Fund Counselor™ Matt Hickes to address that unstable feeling – and how revisiting your tax strategy may be the way to better peace of mind. They'll talk about how tax planning can help you break free from analysis paralysis and how to think of money as atool for enjoying life.  Money on Your Mind is produced by Edelman FinancialEngines 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 offerto 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. Important Information About the Chartered Mutual FundCounselor™, CMFC™ Designation: The CMFC™ provides candidates with a thorough knowledge of mutual funds and their various uses as investment vehicles. The case studies used throughout the course—presenting client scenarios andpointing out opportunities for candidates to make the most of these popular investments—provide insight into effective use of these investment vehicles. There is no prerequisite or experience required for this designation. Candidates must pass a final designation exam which is online, closed-book and proctored. In addition, a Chartered Mutual Fund Counselor™ must complete 16 hours of continuing education every two years.  © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by FinancialEngines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced January 2026. AM5158224

    19 min

  8. JAN 21

    Ep 2: Is this the new normal?

    Clients of all ages are still waiting for the next shoe to drop, hoping for a pre-2020 sense of stability. Many feel agrowing disconnect between markets that keep rising and the everyday strain of higher prices. In this episode, Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, talks with EFE financial planner Jaci Iannello about why this disconnect is so common, how to make sense of financial uncertainty and how clarifying what “being okay” means for you could help reignite your confidence. Rather than abandoning your plan, they explore why adjusting it – and staying focused on the long term – may be the most powerful move you can make right now.  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 tobuy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor beforeinvesting. Individual results may vary. © 2026 Edelman Financial Engines, LLC. Edelman FinancialEngines® 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 andguidance basis only. Results are not guaranteed. [Produced JANUARY 2026.] AM5127177

    17 min

  9. JAN 21

    Ep 1: Money worry is taking over my life, what do I do?

    Uncertainty is uncomfortable, especiallywhen it affects your money. It hits the hardest when you don’t have a plan, or you’re unsure if your plan even works anymore. In this episode, Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, talks with EFE financial planner Ron Sisk about what’s causing uncertainty and worry among clients right now – including AI bubble fears, a recession – and how they’re tempted to respond. We’ll also talk about preparedness strategies, naming your worries and focusing on what you can control. 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. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines AdvisorsL.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. [Produced JANUARY 2026.] AM5122744.

    18 min
  • 9 Episodes

Ratings & Reviews

4.8
out of 5
21 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
    2K
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © Edelman Financial Engines
  • Show Website
    Money on Your Mind

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