Episode 9: The intersection of love and money - a podcast by Ric Edelman

Is money the key to happiness or is it open communication about money? Edelman Financial Engines planner John McCafferty joins hosts Soledad O’Brien and Jean Chatzky to talk about money and how it can impact every aspect of a relationship – from the first date to financial infidelity. Plus, a look at the latest geopolitical news and how much stock is too much stock? 

 Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

 Neither Edelman Financial Engines, a division of 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.

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