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

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Manage episode 510299686 series 2801390
Content provided by Jean Chatzky Her Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jean Chatzky Her Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

650 episodes

Artwork
iconShare
 
Manage episode 510299686 series 2801390
Content provided by Jean Chatzky Her Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jean Chatzky Her Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

650 episodes

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