ѨƵ Introduces Everyday Wealth ™ with Soledad O’Brien and Jean Chatzky
SANTA CLARA, December 2, 2021 -ѨƵ, America’s top independent wealth planning and investment advisory firm, announced today the upcoming launch ofEveryday Wealth™ with Soledad O’Brien and Jean Chatzky, a dynamic new radio show and podcast that examines the most important and topical financial decisions affecting our lives today.
Each week, personal finance expert Jean Chatzky and award-winning journalist Soledad O’Brien will discuss current events, the financial markets, policy updates and other key life issues impacting American wallets. They will be joined by ѨƵ wealth planners and other expert guests to provide guidance and insights to help listeners build wealth and take control of their financial potential.
Beginning January 1, 2022, new hour-long 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 via the major podcast platforms.
“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 personal goals in ways they may not have imagined,” said Jason Van de Loo, executive vice president and head of wealth planning at ѨƵ. “Jean and Soledad, who have worked together in network television before and share a great chemistry, will be joined by our industry-leading wealth planners, forming a dynamic, knowledgeable and engaging team that brings fresh perspectives and a diverse range of life experiences. Listeners of all ages and backgrounds will find themselves relating to the hosts, while taking away actionable information.”
Everyday Wealthaims to educate listeners in all stages of their financial journeys, guiding them to build, grow, preserve and protect their wealth.
Continuing the legacy ofThe Ric Edelman Show, the show will approach everything – from foundational personal finance education to the toughest financial discussions – through the lens of the firm’s long-standing investment and financial planning principles.
“Our goal is to create a must-listen series that is relevant to all audiences, including those that have historically been overlooked by Wall Street,” said Ms. O’Brien. “ѨƵ has always understood the needs and concerns of people across all life stages and with various levels of wealth, and I’m eager to bring my own experiences to help facilitate the conversations listeners want to hear.”
“I’m thrilled to join Soledad and the ѨƵ wealth planners on this journey, as we help discuss and demystify the biggest money challenges andthemesthat millions of Americans face around building their wealth,” added Ms. Chatzky. “We’ll cover investing, retirement planning, taxes and more – all with the country’s top independent financial planning firm.”
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About ѨƵ
Since 1986, ѨƵ has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1with 145+ offices2across the country and entrusted by 1.3 million clients to manage more than $245 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. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows ѨƵ to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.
1.The Dz’s 2023 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, 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. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
2.ѨƵ data, as of Dec. 31, 2022.
3.ѨƵ data, as of September 30, 2023.
