HerMoney with Jean Chatzky

• A Week In Her Wallet: How One Woman Saves 36% of Her Income While Living in Chicago

  In this episode of A Week In Her Wallet, we head to Chicago to meet Zoe M., a 29-year-old accountant who tracks every dollar with care, not just to budget, but to live in full alignment with her values.  Zoe opens up about what it really means to spend with intention, how she and her boyfriend use a shared Google doc to manage finances together, and why she prioritizes saving 36% of her income each month — all while living in one of the most expensive cities in the country. Tune in to hear: How Zoe manages shared expenses in her relationship with fairness and flexibility Her strategies for avoiding impulse purchases Why spending money on values-aligned experiences is always worth it What it looks like to balance short-term joy and long-term goals If more financial confidence sounds good to you, then you might want to try… ⁠4-Week Coaching Program⁠: Identify and understand your spending, build a strategic plan, and take control of your money. ⁠6-Week Pre-Retirement Program⁠: We’ll help you prepare financially and emotionally for this exciting milestone. 📈⁠InvestingFixx⁠: Learn, connect, and start investing—your first month is completely free. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Ep 490: Protect What You’ve Built: Estate Planning Strategies Every Woman Should Know

  When you hear the words estate planning, do your eyes glaze over? Or maybe you assume it's something you'll get to “one day”? In this episode, Jean Chatzky sits down with powerhouse elder law attorney and former New York State legislator Ann-Margaret Carrozza to explain why estate planning is not just for the wealthy, and why it matters way more than most of us think. Ann-Margaret breaks down exactly what needs to go in your plan, how to avoid the biggest (and most expensive) estate mistakes, and how to protect your family from lawsuits, taxes, and unexpected drama.  You’ll learn: What estate planning really means (and why it’s not just about having a will) Why avoiding probate isn’t the only reason to consider a trust The key documents every adult needs — even if you’re single and child-free How to protect your legacy and your peace of mind Learn more about Ann-Margaret Carrozza If more financial confidence sounds good to you, then you might want to try… ⁠4-Week Coaching Program⁠: Identify and understand your spending, build a strategic plan, and take control of your money. ⁠6-Week Pre-Retirement Program⁠: We’ll help you prepare financially and emotionally for this exciting milestone. 📈⁠InvestingFixx⁠: Learn, connect, and start investing—your first month is completely free. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Your Money Map Replay: Jason Dorsey on Why Retirement Isn’t What It Used to Be

  We’ve officially hit Peak 65, the historic moment when more Americans than ever are turning 65. But retirement in 2025 looks nothing like it used to. In this eye-opening episode of Your Money Map, Jean Chatzky sits down with generational researcher Jason Dorsey to explore how Baby Boomers, Gen Xers, and even Millennials are rethinking retirement — financially, emotionally, and socially. 💬 Topics We Cover: Why 65 is no longer the "retirement finish line" The surprising truth about Gen X’s financial mindset How social media is changing money conversations between generations The rise of working later — not because people have to, but because they want to What the data says about Social Security fears and long-term income planning Why denial is one of the biggest threats to retirement readiness 🎯 Jason’s advice for pre-retirees is both practical and empowering — and it might just change how you think about your own future. 🔗 Resources & Links: Learn more at ProtectedIncome.org Explore Jason’s research at JasonDorsey.com Sign up for the Alliance for Lifetime Income newsletter: protectedincome.org/subscribe Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Ep 489: Your Retirement, The Truth About Social Security, And How to Prepare NOW

  Social Security is back in the headlines, and the news isn’t exactly comforting. Words like shortfall and cuts are sparking real fear among retirees, near-retirees, and younger workers who wonder if the program will even be there for them. In this episode, Jean sits down with Michelle Singletary, nationally syndicated personal finance columnist for The Washington Post, to break it all down: What a potential 20–25% shortfall in 2033 could actually mean for retirees. Why your check won’t disappear entirely  The surge in early claims: Should you take the money now, or wait? Why writing Social Security out of your retirement plan is a mistake for Gen X, millennials, and Gen Z. Michelle’s must-do checklist for near-retirees: from eliminating your mortgage to building a realistic budget. If more financial confidence sounds good to you, then you might want to try… ⁠4-Week Coaching Program⁠: Identify and understand your spending, build a strategic plan, and take control of your money. ⁠6-Week Pre-Retirement Program⁠: We’ll help you prepare financially and emotionally for this exciting milestone. 📈⁠InvestingFixx⁠: Learn, connect, and start investing—your first month is completely free. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• A Week In Her Wallet: How A 41-Year-Old Chiropractor Balances Family Life and Finances

  This week, we’re bringing you the first episode of our new series: A Week In Her Wallet, where real women track their spending for seven days — every swipe, tap, and temptation — and then reflect on not just what they bought, but why. In this episode, we're joined by Lizzie, a 41-year-old chiropractor, mom of two, and small-town New Englander who is all about spending with intention. She's self-employed, passionate about local businesses, and has a refreshing perspective on budgeting for real life. Lizzie walks us through: Why she skipped $1,000 concert tickets — and doesn’t regret it How her family handles finances and decision-making together What self-care looks like to her Her candid thoughts on gift-giving pressure from her family Why her week felt like a love letter to her town Plus, she reflects on where money seems to “leak” most easily and why she doesn’t mind spending on the things that truly bring value. … Does more financial confidence sound good to you, then you might want to try:  🚀 FinanceFixx – HerMoney’s 4 or 8-week Money Makeover financial coaching program that will help you get your finances on track!  📈 InvestingFixx – HerMoney’s investing club for women who are ready to learn market lingo, and grow their wealth. Your first month with us is completely free!  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

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