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Home > Everyday Wealth > Leaving a Legacy
S1 Episode 42:


LEAVING A LEGACY



There are plenty of ways that inflation may have a negative impact on our
finances, but there may be a silver lining. In this episode of Edelman Financial
Engines' Everyday Wealth™, Jean, Soledad and Edelman Financial Engines wealth
planner Isabel Barrow break down what may be some positive news when it comes
time to pay your taxes. Next, the hosts tackle the challenges of leaving a
legacy from first generation wealth – from how to know if you have enough to
where to start once you do. Later, Dr. Wei Hu, vice president of financial
research at Edelman Financial Engines, joins Soledad, Jean and Isabel for
Investing Sense, to talk about what hindsight bias is and how it could be
affecting your assessment of your investments.

This show is prerecorded, 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 Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal
advice. Interested parties are strongly encouraged to seek advice from qualified
tax and/or legal experts regarding the best options for your particular
circumstances.

This show contains a hypothetical illustration meant to demonstrate the
principle of compound interest and is not representative of past or future
returns of any specific investment vehicle. They do not include consideration of
the investment fees or expenses, time value of money, inflation, fluctuations in
principal or taxes.





Explore the crossroads of financial decisions and how they affect your life.


MEET YOUR HOST


JEAN CHATZKY

A financial journalist and New York Times bestselling author with an innate
ability to explain the complex world of money.

About Jean Chatzky

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The Barron’s 2022 Top 100 RIA Firms list, a seven-year annual ranking of
independent advisory firms, is qualitative and quantitative, including assets
managed by the firms, technology spending, staff diversity, succession planning
and other metrics. Firms elect to participate but do not pay to be included in
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Investor experience and returns are not considered. The 2018 ranking refers to
Edelman Financial Services, LLC, which combined its advisory business in its
entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the
same survey, FEA received a precombination ranking of 12th.

The Financial Times 300 Top Registered Investment Advisers list is an
independent listing produced annually by the Financial Times (July 2020). The FT
300 is based on data gathered from RIA firms, regulatory disclosures and the
FT’s research. The listing reflected each practice’s performance in six primary
areas: assets under management, asset growth, compliance record, years in
existence, credentials and online accessibility. This award does not evaluate
the quality of services provided to clients and is not indicative of the
practice’s future performance. Neither the RIA firms nor their employees pay a
fee to the Financial Times in exchange for inclusion in the FT 300.

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 insurance agent or broker to
determine the best options for your particular circumstances.

All information provided is for educational purposes only and does not
constitute investment, legal or tax advice; an offer to buy or sell any security
or insurance product; or an endorsement of any third party or such third party's
views. The information contained herein has been obtained from sources we
believe to be reliable but is not guaranteed as to its accuracy or completeness.
Whenever there are hyperlinks to third-party content, this information is
intended to provide additional perspective and should not be construed as an
endorsement of any services, products, guidance, individuals or points of view
outside Edelman Financial Engines. All examples are hypothetical and for
illustrative purposes only. Please contact us for more complete information
based on your personal circumstances and to obtain personal individual
investment advice.

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 experts regarding the best options for your particular
circumstances.

Videos presented on this website are for educational purposes only and do not
constitute investment advice or an offer to buy or sell any security or
insurance product.

© 2022 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. Results are not guaranteed. See
EdelmanFinancialEngines.com/patent-information for patent information.

Quick Links
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Contact Us
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Charles Schwab
TD Ameritrade
E.TRADE
Fidelity
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Legal Information Privacy Policy Terms of Use Form CRS Edelman Financial Engines
ADV Business Continuity Wrap Fee Brochure Do Not Share My Personal Information

The Barron’s 2022 Top 100 RIA Firms list, a seven-year annual ranking of
independent advisory firms, is qualitative and quantitative, including assets
managed by the firms, technology spending, staff diversity, succession planning
and other metrics. Firms elect to participate but do not pay to be included in
the ranking. Compensation is paid for use and distribution of the rating.
Investor experience and returns are not considered. The 2018 ranking refers to
Edelman Financial Services, LLC, which combined its advisory business in its
entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the
same survey, FEA received a precombination ranking of 12th.

The Financial Times 300 Top Registered Investment Advisers list is an
independent listing produced annually by the Financial Times (July 2020). The FT
300 is based on data gathered from RIA firms, regulatory disclosures and the
FT’s research. The listing reflected each practice’s performance in six primary
areas: assets under management, asset growth, compliance record, years in
existence, credentials and online accessibility. This award does not evaluate
the quality of services provided to clients and is not indicative of the
practice’s future performance. Neither the RIA firms nor their employees pay a
fee to the Financial Times in exchange for inclusion in the FT 300.

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 insurance agent or broker to
determine the best options for your particular circumstances.

All information provided is for educational purposes only and does not
constitute investment, legal or tax advice; an offer to buy or sell any security
or insurance product; or an endorsement of any third party or such third party's
views. The information contained herein has been obtained from sources we
believe to be reliable but is not guaranteed as to its accuracy or completeness.
Whenever there are hyperlinks to third-party content, this information is
intended to provide additional perspective and should not be construed as an
endorsement of any services, products, guidance, individuals or points of view
outside Edelman Financial Engines. All examples are hypothetical and for
illustrative purposes only. Please contact us for more complete information
based on your personal circumstances and to obtain personal individual
investment advice.

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 experts regarding the best options for your particular
circumstances.

Videos presented on this website are for educational purposes only and do not
constitute investment advice or an offer to buy or sell any security or
insurance product.

© 2022 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. Results are not guaranteed. See
EdelmanFinancialEngines.com/patent-information for patent information.




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