HerMoney with Jean Chatzky

How much do you need to retire, not just comfortably, but happily, in 2026? 

Recorded live at FinCon, Jean Chatzky sat down with Wes Moss, author of The Retire Sooner Method: The 5 Secrets Behind America's Happiest (and Unhappiest) Retirees. 

Then, HerMoney Chief Content Officer Kathryn Tuggle is joined by Lacy Garcia of Willow for National Financial Planning Month. They get into why successful women still benefit from working with a financial advisor, how to think about giving to family without compromising your own plan, and how much flexibility you really have to make a big career move.

Lacy also shares the questions to ask a prospective advisor before you hire one.

To find a vetted fiduciary CFA or CDFA, visit https://hermoney.com/findanadvisor/. Jean is hosting a free Forever Paycheck book club November 17th at 7 ET. Sign up here!

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The ten years before retirement are your last, best chance to get it right. In this episode, Jean and Anne Lester, author of Your Best Financial Life, former head of Retirement Solutions for J.P. Morgan Asset Management, and a fellow with LIMRA’s Retirement Income Institute, break down what the ten years before retirement should really look like and everything you need to tackle to enter retirement with confidence. 

They cover:

Ready for more? This free guide from LIMRA walks you through the key milestones to consider as retirement approaches, helping you move from simply saving for this chapter to actually living it to the fullest.

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Financial literacy isn’t just a problem for young people — it spans every generation and income bracket, and the numbers have only gotten worse over the last decade. So what actually works?

This week, Jean sits down with Diana Isern, a 20-year NYC public school educator, Accredited Financial Counselor, and author of the new book Money Talks: An Educator’s Guide to Teaching Financial Empowerment. Diana approaches things differently: instead of lecturing people about what they don’t know, she starts from what families already do well, and builds from there.

They dig into:

I'm hosting a free Forever Paycheck book club on November 17th at 7 ET. Sign up here!

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Sixty percent of Americans say they feel scared when they think about the future, and women are more likely than men to feel that way. If your instinct is to push that fear down, breathe through it, or just try to be more fearless, Farnoosh Torabi wants to stop you right there. Because fear, she argues, isn’t the enemy. It’s actually one of the most powerful tools you have, if you know how to listen to it.

This week, Jean sits down with Farnoosh Torabi to talk about her book, A Healthy State of Panic: Follow Your Fears to Build Wealth, Crush Your Career, and Win at Life.

They dig into:

I'm hosting a free Forever Paycheck book club November 17th at 7 ET! Sign up here.

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Have you ever stopped to think about how nearly every product in your life — the car you drive, the shoes on your feet, the chair you're sitting in right now — was actually designed for men? Because cars were designed for men, women are 73% more likely to be seriously injured in a crash, and 17% more likely to die in one. And it doesn't stop at cars; even your sneakers were likely modeled on a man's foot first.

This week, Jean sits down with Karen Reuther — former Global Creative Director at Nike, VP of Creative Direction at Reebok, and now a design lecturer at Harvard — to talk about her new book, Man-Made: How We Designed a World That Leaves Women Out, and How We Can Make It Right. 

They dig into:

The Forever Paycheck is officially a New York Times bestseller! If you've read it and found it useful, leave a review on Amazon and send a screenshot to [email protected] to be entered to win a signed copy.

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We're closing in on the end of 2026, and on paper, it's been an amazing year for the markets. But that doesn't change the math that so many of us are feeling in our day-to-day lives. That’s why we’re back with Tori Dunlap, founder and CEO of Her First $100K, to walk us through her top moves for building real wealth as we head into the final stretch of the year.

Jean and Tori get into what to do with cash sitting in a high-yield savings account right now, why Tori says it's now unequivocally smarter to rent than buy in most major U.S. cities, and the trap she sees so many high-earning women fall into.

In this episode:

And if you've already read The Forever Paycheck, leave a review on Amazon and send Jean a screenshot at [email protected]; you'll be entered to win a signed copy.

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In this AMA, Jean sits down with Anne — a 57-year-old retiree, self-taught investor, and self-described "super saver" — who's questioning whether her advisor's 60-basis-point fee (upwards of $50,000 a year) is still worth it now that she's retired, debt-free, and increasingly comfortable managing her own portfolio.

They talk:

Thanks to all of you, The Forever Paycheck hit the New York Times Best Seller list. Leave us a review on Amazon and send a screenshot to [email protected]m⁠ to be entered to win a signed copy.

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It's no secret that Dr. Jill Biden has been through a lot. She opens her new memoir, View From The East Wing, by telling us about the heartbreak of losing her son Beau to brain cancer at the age of 46. In the wake of that loss, she and her husband almost lost their son Hunter Biden to addiction.

And more recently, she has been by former President Joe Biden's side through his diagnosis of an aggressive form of prostate cancer that has metastasized to his bones, though she says they are very optimistic about his most recent scans.

Yet in an era where "unprecedented" has been used more times than most of us can stomach, Jill Biden has stayed steady — continuing to teach as a community college English professor even through her husband's presidency, making her the only First Lady in history to hold an outside job while her husband was in office.

In this episode, Jean Chatzky sits down with Dr. Jill Biden to talk about money, independence, and resilience. They discuss:

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For almost twenty years, HerMoney CEO Jean Chatzky was an annuity denier. In 2006, when her mother's financial advisor suggested putting some of her mom's money into one, Jean told him, flatly, to forget it. This week, she tells the full story of what changed her mind.

Jean walks through the research that convinced her — retirees with annuitized income spend meaningfully more than retirees with similar wealth who don't have it, in some cases twice as much — and unpacks the psychology behind why a paycheck feels safer to spend than drawing down a balance on your own. 

Want a signed copy of The Forever Paycheck? Leave the book a review on Amazon, screenshot it, and email it to [email protected] to be entered to win.

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Gold's had a strong run in recent months, climbing toward $4,700 an ounce at one point in late August — and if you've been wondering whether it's too late to get in, or whether gold even deserves its reputation as a 'safe haven,' this episode is for you.

In a recent session of HerMoney’s InvestingFixx club, Jean sat down with Meghan Pinchuk, Chief Investment Officer and Partner at Morton Wealth, and we’re sharing it with you here as a sneak peek! 

In this episode, you’ll learn:

Curious to hear more conversations like this one? Jean runs InvestingFixx, a Zoom-based investing club just for women — no experience required, and your first month is free. Check it out at InvestingFixx.com.

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