Ep 3: How do I regain a sense of control?

Clients are wondering how, in their financial planning, they can chart a path forward when the road ahead is foggy. In this episode, Dr. Michael Liersch, Chief Planning Officer at Edelman Financial Engines, sits down with EFE financial planner and Chartered Mutual Fund Counselor™ Matt Hickes to address that unstable feeling – and how revisiting your tax strategy may be the way to better peace of mind. They'll talk about how tax planning can help you break free from analysis paralysis and how to think of money as a tool for enjoying life. 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.Important Information About the Chartered Mutual Fund Counselor™, CMFC™ Designation: The CMFC™ provides candidates with a thorough knowledge of mutual funds and their various uses as investment vehicles. The case studies used throughout the course—presenting client scenarios and pointing out opportunities for candidates to make the most of these popular investments—provide insight into effective use of these investment vehicles. There is no prerequisite or experience required for this designation. Candidates must pass a final designation exam which is online, closed-book and proctored. In addition, a Chartered Mutual Fund Counselor™ must complete 16 hours of continuing education every two years. © 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 January 2026. AM5158224