Edelman Financial Engines

Money on Your Mind

Business EN ↓ 27 episodes

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.

Author

Edelman Financial Engines

Episodes

Ep 2: Is this the new normal? 21.01.2026 16:57

Clients of all ages are still waiting for the next shoe to drop, hoping for a pre-2020 sense of stability. Many feel a growing disconnect between markets that keep rising and the everyday strain of higher prices. In this episode, Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, talks with EFE financial planner Jaci Iannello about why this disconnect is so common, how to ma...

Ep 1: Money worry is taking over my life, what do I do? 21.01.2026 18:04

Uncertainty is uncomfortable, especially when it affects your money. It hits the hardest when you don’t have a plan, or you’re unsure if your plan even works anymore. In this episode, Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, talks with EFE financial planner Ron Sisk about what’s causing uncertainty and worry among clients right now – including AI bubble fears, a re...