Running an RIA · Podcast

Ep 44: Where do I find time to think about finances? - with Angie Chen

It is a consumer-facing discussion of the behavioral and time barriers that keep clients from engaging with their finances, which advisors may find relevant when framing first conversations. The segment on chatbot advice touches on a channel clients increasingly encounter before they reach a professional.

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Summary

By the running an ria desk

Angie Chen, a retirement researcher and director of institutional thought leadership at Edelman Financial Engines, joins host Michael Liersch to discuss how people fit financial decisions around competing demands such as family, debt, healthcare concerns and career changes. The episode focuses on starting small, why people do not have to plan alone, and the risks of turning to a chatbot for help.

Chen says unexpected events are common and that everyday tasks like dinner and emergency savings compete for attention.
The episode argues for starting small rather than treating financial management as a single large task.
Chen and Liersch discuss why people do not have to do the work alone.
The conversation covers the risks of asking a chatbot for financial help.

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