Money on Your Mind

By Edelman Financial Engines

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Episodes: 22

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 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