HerMoney with Jean Chatzky

Mailbag with Kerry Hannon: “I have $11,000 to invest in retirement. Is an ESG fund a good idea?”

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In this special HerMoney Mailbag episode, Jean Chatzky is joined by Yahoo Finance senior columnist and author Kerry Hannon — and she’s tackling your most pressing retirement questions.

In this episode, Jean and Kerry dive into:

  • Whether to cash out a paid-up life insurance policy
  • How to invest in ESG funds without overpaying on fees
  • What to look for in a financial advisor before you retire
  • How to know if and when you’re truly ready to stop working
  • And Kerry’s favorite tip from her new book Retirement Bites: how to design an ideal week in retirement

    • 🔗 Resources mentioned:

    InvestingFixx.com (Jean’s investing club — first month is free!)
    Find a Fee-Only Financial Advisor through Wealthramp
    Kerry’s site: kerryhannon.com


    Have a question for us? Write to us (or send us a voice note!) at [email protected].  While you’re at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe!

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