Ep 10: How do I turn financial information into a plan? — with Kaliko Veiseh

An explosion in the availability of financial information has changed the way people are planning. Access to financial news and advice has made everyone more curious and engaged, but what are you supposed to do next? In this episode, Dr. Michael Liersch welcomes financial planner Kaliko Veiseh, who has decades of experience helping clients understand the first steps to developing their financial plan. Kaliko walks through the process of opening accounts and automating savings, coordinating investments for tax efficiency, estate planning, retirement strategies and who you can talk to for help pulling it all together.Money on Your Mind is produced by Edelman Financial Engines and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. Produced March 2026. AM5309654