Edelman Financial Engines Introduces Everyday Wealth with Soledad O’Brien and Jean Chatzky

Personal finance expert Jean Chatzky, award-winning journalist Soledad O’Brien and wealth planners from Edelman Financial Engines discuss the important financial decisions that shape our lives in a new radio show and podcast

SANTA CLARA, California, December 02, 2021– (BUSINESS WIRE) – Edelman Financial Engines, the largest independent wealth planning and investment advisory firm in the United States, today announced the upcoming launch of Everyday Wealth ™ with Soledad O’Brien and Jean Chatzky, a dynamic new radio show and podcast that examines the most important and current financial decisions that affect our lives today.

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Jean Chatzky (Photo: Business Wire)

Each week, personal finance expert Jean Chatzky and award-winning journalist Soledad O’Brien will discuss current affairs, financial markets, policy updates and other key life issues impacting portfolios. Americans. They will be joined by wealth planners from Edelman Financial Engines and other expert guests to provide advice and ideas to help auditors build wealth and take control of their financial potential.

Starting January 1, 2022, new one-hour episodes will air every weekend in 75 markets across the country, including New York, Boston, Chicago and Los Angeles, and will also be available to listeners through major platforms. podcast.

“Wealth is being redefined today and our show is designed to elevate conversations for people at all stages of life who want to learn how to save more, invest better and ultimately achieve their goals. personal in ways they might not have imagined, ”said Jason Van de Loo, executive vice president and head of wealth planning at Edelman Financial Engines. “Jean and Soledad, who have worked together in network television before and share an excellent chemistry, will be joined by our leading wealth planners, forming a dynamic, knowledgeable and engaging team who bring new perspectives and a wide range of experiences. of life. Listeners of all ages and backgrounds will connect with hosts, while bringing actionable information with them. “

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Daily wealth aims to educate listeners at all stages of their financial journey, guiding them to build, grow, preserve and protect their heritage.

Continuing the legacy of Ric Edelman’s show, the show will address everything from basic personal finance education to the most difficult financial discussions – through the lens of the company’s long-standing financial planning and investing principles.

“Our goal is to create a must-see series that is relevant to all audiences, including those who have historically been overlooked by Wall Street,” Ms. O’Brien said. “Edelman Financial Engines has always understood the needs and concerns of people at all stages of life and with varying levels of wealth, and I look forward to bringing my own experiences to help facilitate the conversations listeners want to hear. “

“I am delighted to join Soledad and the wealth planners at Edelman Financial Engines on this journey, as we help discuss and demystify the biggest financial challenges and themes that millions of Americans face in building their wealth.” , added Ms Chatzky. “We’ll cover investments, retirement planning, taxes and more, all from the nation’s leading independent financial planning firm.”

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of its clients. We were founded on the belief that all investors, not just the rich, deserve access to personalized, comprehensive financial planning and investment advice. Today, we are the leading independent financial planning and investment advisory firm in the United States, recognized by Barron,¹ with more than 150 offices² across the country and trusted by more than 1.3 million clients to manage more than $ 291 billion in assets.³ Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Each client’s circumstances and goals are unique, and the powerful fusion of high technology and high technology enables Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

On Daily wealth with Soledad O’Brien and Jean Chatzky

Daily wealth, a nationally broadcast radio show and podcast hosted by Soledad O’Brien and Jean Chatzky, explores important financial decisions and how they affect our lives. Each week Jean and Soledad discuss current events, policy updates and life changes that impact our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-advantaged investing. Joined by wealth planners and industry experts from Edelman Financial Engines, auditors hear new and compelling ideas and strategies to help them increase their financial potential.

For more information, please visit EdelmanFinancialEngines.com/Everyday-Wealth.

¹ The 2021 ranking of the 100 best independent consulting firms published by Barron is qualitative and quantitative, including assets under management, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Companies choose to participate but do not pay to be included in the ranking. Investors’ experience and returns are not taken into account.

² As of December 31, 2020.

³ As of September 30, 2021.

Biography :

Jean Chatzky

Jean Chatzky came to personal finance not as an economist or financial planner, but as a journalist who dug into the subject of money to tidy his own money and earn a salary. She has the innate ability to take the complicated world of money and explain it in a way we can all understand. And it has never been more important than it is today, because we all have more responsibility in our financial lives than any other generation that came before us. In addition to accommodation Daily wealth, Jean is the CEO of HerMoney Media, a company focused on leveling the playing field for women’s financial security, confidence and power. This work includes hosting the HerMoney podcast with Jean Chatzky. A financial editor for NBC’s TODAY for 25 years and financial ambassador for AARP, she appears frequently on CNN and MSNBC and was a recurring guest on the Oprah Winfrey show. She is an award-winning journalist and bestselling author for The New York Times and The Wall Street Journal.

Soledad O’Brien

Soledad O’Brien is an award-winning documentary filmmaker, journalist, speaker, author and philanthropist. Known as a provocative, believable and intelligent interviewer throughout her career, Soledad has been dedicated to telling authentic and empowering stories on a range of social issues and is a thought leader whose public engagement attracts widespread attention. . Soledad received three Emmy Awards – for his coverage of the Haiti earthquake, the 2012 elections and a series called “Kids and Race.” She has also twice received the George Foster Peabody Award for her coverage of Hurricane Katrina and her reporting on the BP Gulf Coast oil spill. His reporting on the Southeast Asian tsunami won CNN an Alfred I. duPont-Columbia Award. In addition to accommodation Daily wealth, she is CEO of Soledad O’Brien Productions, a multi-platform multimedia production company, and currently presents and produces the political magazine show Hearst Television Question of fact with Soledad O’Brien. She also regularly reports for HBO Real sport with Bryant Gumbel. She has hosted shows on CNN, MSNBC and NBC, and hosted projects for Fox and A&E.

Hosts of the wealth planner Edelman Financial Engines:

• Isabel’s wheelbarrow

• Jason cowans

• Brian Leslie

• John mccafferty

• Rose niang

• Andy smith

• Jennifer staben

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Contacts

Edelman Financial Engines
PRTeam@EdelmanFinancialEngines.com