Navigating Your Financial Plan During a Recession

Over the past few weeks, we’ve heard from many of you who have questions about how to navigate the reality of a volatile market…. And while there’s no such thing as a “recession-proof” financial plan, we can find ways to prepare for whatever happens in the market.

Today we discuss all your questions with Isabel Barrow, Director of Financial Planning at Edelman Financial Engines, and a featured planner on the show daily wealth, with Jean Chatzky and Soledad O’Brien. Isabel has over 20 years of experience as a financial planner and has particular knowledge in high net worth strategies, military and federal retirement benefits, tax and estate planning, retirement planning, investment strategy. investment and insurance planning.

Listen to Jean and Isabel tackle questions about emergency funds and college savings – does it make sense to keep your money in cash during inflation, and should you still put money in a 529 s’ is he losing money? We also hear listeners wondering how to invest “for good” when the economy is down, and how laissez-faire is too loose when it comes to investing.

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This podcast is proudly supported by Edelman Financial Engines. Let our modern wealth management advice boost your financial potential. Get the full story at EdelmanFinancialEngines.com. Sponsored by Edelman Financial Engines – Modern Wealth Planning. All advisory services offered by Financial Engines Advisors LLC (FEA), a federally registered investment adviser. Results are not guaranteed. AM1969416