Money on Your Mind
By Edelman Financial Engines
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Edelman Financial Engines
Category: Business
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 3
Reviews: 0
Episodes: 42
Description
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.
| Episode | Date |
|---|---|
|
Ep 42: How influential are midterm elections? - with Katie Klingensmith
|
Oct 21, 2026 |
|
Ep 41: Has funding higher education changed? - with Nefertari Ward
|
Oct 14, 2026 |
|
Ep 40: How do I feel better about my money? - with Mark Cano
|
Oct 07, 2026 |
|
Special Episode: Talking Financial Mistakes with Michael Liersch
|
Sep 30, 2026 |
|
Ep 38: Is there a wrong way to name beneficiaries? - with Rodney Weaver
|
Sep 23, 2026 |
|
Ep 37: Who needs life insurance? - with Lakeisha Hill
|
Sep 16, 2026 |
|
Ep 36: Am I diversified, or disorganized? - with Brian Leslie
|
Sep 09, 2026 |
|
Ep 35: How can I give money wisely? - with Haley Stinson
|
Sep 02, 2026 |
|
Ep 34: Is planning different for business owners? - with Elliot Herman
|
Aug 26, 2026 |
|
Ep 33: How can women find their financial confidence? - with Ashley Decker
|
Aug 19, 2026 |
|
Ep 32: How do I balance wants vs. needs in retirement? - with Bruce Smith
|
Aug 12, 2026 |
|
Ep 31: Why is the economy so "weird" right now? - with John McCafferty
|
Aug 05, 2026 |
|
Ep 30: How do I plan for the age of artificial intelligence? - with Aamina Siddiqui
|
Jul 29, 2026 |
|
Ep 29: What should I know about gifting money? - with Daniela Erman
|
Jul 22, 2026 |
|
Ep 28: Can my plan support my child with special needs? - with Keith Truex
|
Jul 15, 2026 |
|
Ep 27: Special Episode: 2026 Mid-Year Update - with Katie Klingensmith
|
Jul 08, 2026 |
|
Ep. 26: How can I prepare my kids for the real world? - with Kelli Smith
|
Jul 01, 2026 |
|
Ep 25: How do I help protect my family from fraud? - with Paul Jordan
|
Jun 24, 2026 |
|
Ep 24: Who do I talk to about Medicare? - with Rob Bain
|
Jun 17, 2026 |
|
Ep 23: What mental barriers stop people from investing? - with Kay Russell
|
Jun 10, 2026 |
|
Ep 22: What’s next for financial planning? - with Bill Schultheis
|
Jun 03, 2026 |
|
Ep 21: Why do people like Health Savings Accounts? - with Christy Martinich
|
May 27, 2026 |
|
Ep. 20: How can I get realistic about my spending? - with Kelli Smith
|
May 20, 2026 |
|
Ep 19: What are the logistics of being retired? - with Glynis Banhan
|
May 13, 2026 |
|
Ep 18: Why does my partner see money so differently? - with Chris Davidson
|
May 06, 2026 |
|
Ep 17: What should I do in a rocky midterm election year? - with Aaron Kirkland
|
Apr 29, 2026 |
|
Ep 16: Best of: What our planners want you to do right now
|
Apr 22, 2026 |
|
Ep 15: What’s really getting in the way of estate planning? – with Ted Borowiak
|
Apr 15, 2026 |
|
Special Episode: How can I protect my future during global turmoil? – with Neil Gilfedder
|
Apr 10, 2026 |
|
Ep 13: Why do smart people make bad money decisions?
|
Apr 08, 2026 |
|
Ep 12: What should I know before selling property? — with Heather Vavra
|
Apr 01, 2026 |
|
Ep 11: Am I thinking about taxes all wrong? — with Doug Ulrich
|
Mar 25, 2026 |
|
Ep 10: How do I turn financial information into a plan? — with Kaliko Veiseh
|
Mar 18, 2026 |
|
Ep 9: I’m about to retire…what now? — with Mark Palmer
|
Mar 11, 2026 |
|
Special Episode: Your Money and Conflict in the Middle East – with Neil Gilfedder and Katie Klingensmith
|
Mar 03, 2026 |
|
Ep 7: Is everyone moving to gold now?
|
Feb 25, 2026 |
|
Ep 6: Do I have to make decisions by myself?
|
Feb 18, 2026 |
|
Ep 5: Should I move everything to cash?
|
Feb 11, 2026 |
|
Ep 4: Am I going to run out of money?
|
Feb 04, 2026 |
|
Ep 3: How do I regain a sense of control?
|
Jan 28, 2026 |
|
Ep 2: Is this the new normal?
|
Jan 21, 2026 |
|
Ep 1: Money worry is taking over my life, what do I do?
|
Jan 21, 2026 |