Navigating Your Financial Plan During a Recession

Over the last few weeks, we’ve heard from so 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, no matter what’s happening in the market. 

Today, we’re talking through all your questions with Isabel Barrow, Director of Financial Planning at Edelman Financial Engines, and a featured planner on the show Everyday Wealth, featuring 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, and insurance planning.

Listen in as Jean and Isabel tackle questions about emergency funds and college savings — is it smart to keep your money in cash during inflation, and should you continue putting money into a 529 if it’s losing money? We also hear from listeners wondering how to invest “for good” when the economy is down, and how hands-off is too hands off when it comes to investing. 

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