HeyJaredMoney on Your Mind
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.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Ep 38: Is there a wrong way to name beneficiaries? - with Rodney Weaver (opens the original)
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Naming beneficiaries may feel like simple paperwork, but it’s actually the beginning of a complex process that financial planners wish you knew more about. In this episode, Director of Estate Planning Rodney Weaver is in the studio talking with host Michael Liersch about what can happen if you don’t stay on top of this task as your life evolves. Learn more about what a beneficiary designation means, who (or what) can be named a beneficiary, and why the designation is so important. Rodney and Mic
Ep 37: Who needs life insurance? - with Lakeisha Hill (opens the original)
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Life insurance can be a sensitive, confusing conversation in financial planning. But for financial planner Lakeisha Hill, it is simply too important to put off. In this episode, Lakeisha shares her personal experiences with life insurance and the heartbreaking challenges she’s seen families face due to lack of coverage. She also gives an overview of term life and the expenses it can cover for beneficiaries, as well as a rule of thumb for how much coverage to consider based on your income. Lakeis
Ep 36: Am I diversified, or disorganized? - with Brian Leslie (opens the original)
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“Diversification” comes up in virtually every financial planning discussion. But what does it look like, really? To financial planner Brian Leslie, diversification without intention is just fragmentation. In this episode, Brian and host Michael Liersch discuss the ramifications of not reviewing your wealth holistically. Because if you’re trying to reduce risk by keeping money in several different accounts with different managers, you may not have a clear view of how you’re really doing. And what
Ep 35: How can I give money wisely? - with Haley Stinson (opens the original)
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If your financial strategy includes charitable giving, you may have more flexibility for giving than you realize. Financial planner Haley Stinson is on a mission to help people understand their options for—and the advantages of—charitable giving. Together, she and host Michael Liersch talk about the appeal of donor-advised funds (DAF), eligible non-profit organizations, and how to shift your mindset about any guilty feelings regarding the tax benefits of giving. Haley also has guidance about giv
Ep 34: Is planning different for business owners? - with Elliot Herman (opens the original)
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Business owners have enough to manage without taking on their own financial planning, too. In this episode, financial planner Elliot Herman shares guidance he gives his business owning clients—many of whom he has supported from launch through growth and success. He and host Michael Lierschdiscuss the importance of assembling a team of professionals to spot issues early and support you to, one day, retire on your terms. They also have thoughts about the unique considerations business owners have
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