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The Ric Edelman Show: February 16, 2019

Duration: 1:22:38

On this episode:

  • Don’t Assume That Your Pension Is Safe
  • Have You Met Someone Online Who Asked You for Money?
  • Put Your Financial Literacy to the Test
  • When Was the Last Time You Used Cash to Buy Anything?

On this episode:

Don't Assume That Your Pension Is Safe

Duration: 3:41

The inventors of the pension plan never counted on people living as long as they do today. But people are living longer. This is making it harder for pension plans to meet obligations. That’s why if you have a pension plan, you can’t assume your benefits won’t be altered. Listen to Ric Edelman’s advice on what you can do if you have a pension.


Have You Met Someone Online Who Asked You for Money?

Duration: 3:57

A recent survey found that 17 percent of people were asked for money by someone they met online. The FBI reports there were 15,000 victims of romance fraud in 2017. Half of these victims were more than 50 years old and financial losses from this type of fraud totaled $220 million. Listen to Ric Edelman explain how to protect yourself from romance fraud.


Put Your Financial Literacy to the Test

Duration: 10:47

Do you really know the differences between stocks and bonds? Can you define capital gains and losses? Can you explain to a friend the meaning of asset allocation? Join Ric Edelman for a lesson in financial literacy and improve your understanding of the fundamentals of personal finances. 

This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.

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. 


When Was the Last Time You Used Cash to Buy Anything?

Duration: 7:53

Kids these days don’t even know what to do when presented with physical currency, like a $10 bill. That’s because everything they do is online with PayPal, Venmo or their parents’ debit cards. Listen to Ric Edelman explain the ramifications and opportunities of the trend toward digital currencies.


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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.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.

*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.

**The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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©2019 Edelman Financial Engines, LLC. Financial Engines® and Edelman Financial Engines™ are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. Copyright ©2019 Edelman Financial Engines, LLC. All Rights Reserved.