HerMoney with Jean Chatzky

Jean Chatzky Her Money
HerMoney with Jean Chatzky

Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money news when you need it? Get the latest and greatest updates on all things investing, budgeting, and making money. Subscribe to the HerMoney newsletter at HerMoney.com/subscribe!

  1. HACE 8 H

    Healthy Relationships With Money: A Psychologist Tells All

    It’s somehow the middle of January — which means if you’ve made your resolutions and you’re still sticking to them, congratulations are in order! You’ve made it past Quitters Day or the day when most people abandon their resolutions (it falls on the second Friday in January).  But if you have fallen off of your financial resolutions, this is your sign to pick them back up. Because of his year, it’s time to get serious about building some financial stability, financial resiliency, and cultivate a healthier relationship with money.  Matt Lundquist, a Columbia University-trained psychotherapist and founder of Tribeca Therapy digs into the root of our money issues and walks us through the steps we can take to improve our relationships with money once and for all.  CHAPTERS: 00:00 Improving financial habits in the New Year 06:00 Common barriers to good financial behavior 18:00 Why people overspend and use money to address emotional voids 28:00 When to seek financial therapy 33:00 Mailbag Question 1: What’s the best way to invest in Bitcoin with a small amount of money?  40:00 Mailbag Question 2: How do I best support my parents in paying back my student loans?  TAKEAWAYS: Many financial behaviors, such as avoiding credit card statements or overspending, are tied to deeper psychological patterns rather than a lack of financial knowledge. Tackling small financial disagreements early as a couple can help build a framework for handling larger financial challenges later. Finding the right therapist involves looking for someone experienced in discussing money-related emotions or asking targeted questions about their experience with this topic. Learn more about Jean Chatzky's multiweek Money Makeover program FinanceFixx here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Your first month is completely free. Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com. 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

    50 min
  2. 8 ENE

    What You Need To Know About the 2025 Economy

    Welcome to 2025! It’s a New Year and it’s also a Presidental transition year which means we’re all wondering where things may be headed this year economy-wise. A little trepidation is always expected anytime a new President is due to take office, but Americans are feeling especially uncertain about how President-elect Trump’s decisions may have a ripple effect on our personal economies.  Kathryn Edwards, PhD Economist shares how the US economy is really doing and what it could mean for our wallets in 2025. CHAPTERS: 04:00 The lasting economic reverberations from the pandemic 06:00 Structural economic inequality in the U.S. 11:00 The economy’s cyclical nature 14:00 Advice for investors 17:00 The economic impact of tariffs 22:00 The childcare market failure TAKEAWAYS: The pandemic's impact has left a long-lasting imprint, contributing to current economic uncertainty. The challenges Americans face are rooted in decades of structural economic inequality dating back to the 1980s. Tariffs increase consumer costs and create unpredictable economic ripple effects. Learn more about Jean Chatzky's multiweek Money Makeover program FinanceFixx here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Your first month is completely free. Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com. 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

    46 min
  3. 3 ENE · CONTENIDO EXTRA

    HerMoney Classic Mailbag: Financial Advisors 101

    Is one of your New Year's resolutions to finally hire a financial advisor this year but unsure of where to start? We hear you. That’s why we’re bringing back this special mailbag episode with Pam Krueger, founder and CEO of WealthRamp, to tackle all your burning questions about financial advisors. From finding a fiduciary you can trust to navigating minimum asset requirements, we’ve got you covered. CHAPTERS: 02:00 Key questions to ask a financial advisor 07:00 Advisors and tax professionals: building a team 14:00 How often should you meet with your financial advisor? 22:00 Advisors who specialize in FIRE Additional Resources: Check out WealthRamp to get matched with a vetted fiduciary advisor. Explore the XY Planning Network for advisors who work with younger clients. Learn about the Association of African American Financial Advisors here. Learn more about Jean Chatzky's multiweek Money Makeover program FinanceFixx here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Your first month is completely free. Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com. 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

    28 min
  4. 1 ENE

    Struggling To Find Your Purpose? This One’s For You

    Today we’re diving headfirst into a question that has sparked both inspiration and existential angst for centuries: Finding your purpose. It’s a daunting idea, isn’t it? Purpose can feel abstract, elusive, and ever-shifting — something we’re constantly chasing but rarely confident we’ve fully grasped.  Dr. Jordan Grumet, author of The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy has answers — and thankfully they’re not as complicated as you might think.  CHAPTERS: 00:00 The evolving nature of purpose  04:00 The difference between meaning and purpose 07:00 Little p and Big P Purpose   22:00 Finding purpose using the magic of subtraction 33:00 Mailbag Question 1: Retirement benchmarks vs. life priorities 41:00 Mailbag Question 2: Rebalancing portfolios near retirement  TAKEAWAYS: Purpose is created through meaningful actions. Rather than chasing lofty, big-picture goals, you should engage in daily activities that bring joy and fulfillment.  Leverage all available tools—time, energy, community, and passions—to build a life filled with meaning. Learn more about Jean Chatzky's multiweek Money Makeover program FinanceFixx here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Your first month is completely free. Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com. 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

    49 min
  5. 25/12/2024

    Let’s Stress Less in 2025

    This holiday season has been….stressful. And if it feels like you’re feeling more holiday stress this year than your male partner, you probably are. A 2023 poll from Yahoo News and YouGov found that 43% of women said their level of stress and anxiety increases during the holidays (compared to 32% of men).  Resiliency and stress expert Dr. Robyne Hanley-Dafoe shares her top tips for entering the New Year with less stress. Because when we’re less stressed we have more space to manage our needs (including our financial needs), and we can start planning for the future.  CHAPTERS: 00:00 Why the holidays are so stressful 06:31 Redefining resiliency  9:01 The five pillars of resilience 20:31 A prescription for stress recovery 33:46 Mailbag Question 1: What is a safe harbor account?  36:01 Mailbag Question 2: I’m 60 years old. Should I convert my traditional IRA into a Roth IRA?  TAKEAWAYS: Resilience is often misunderstood. It’s not just about being born with it but building it through lived experiences and relationships.  Stress itself isn’t the enemy. It’s the overexposure to stress (distress) that harms us. Research suggests that swearing (when not directed at others) can improve pain tolerance. Learn more about Jean Chatzky's multiweek Money Makeover program FinanceFixx here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Your first month is completely free. Have a question for us? Write to us (or send us a voice note!) at mailbag@hermoney.com. 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

    48 min

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Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money news when you need it? Get the latest and greatest updates on all things investing, budgeting, and making money. Subscribe to the HerMoney newsletter at HerMoney.com/subscribe!

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