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HerMoney with Jean Chatzky

HerMoney with Jean Chatzky

717 episodes — Page 10 of 15

Ep 240Ep 240: Why You Should ‘Die With Zero’

We love saving money, but how much is too much? Bill Perkins, author of ‘Die With Zero’ argues that the more time and money we can invest in our experiences during our lifetime, the richer our lives will be. Bill makes the case that we should all be spending more of our time and money exploring the world, savoring our relationships, and pursuing our dreams. In Mailbag, we take questions from a listener who is worried that all she does is “work and save,” a woman who wants to diversify her investments, and a listener who is curious how filing taxes with her partner may impact his public service loan forgiveness. In Thrive, every financial document to gather in the event of an evacuation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 18, 202042 min

Ep 239Ep 239: Why Every Woman We Know Is Exhausted — And How To Make A Change

Ask any woman on the street today, and she’ll probably tell you she’s shouldering more worry, more responsibility, more of the invisible “mental load” than ever before. And. We. Are. Exhausted. But what’s to be done? Eve Rodsky, author of “Fair Play” walks us through the steps we can take to level the playing field in our homes, and change the dynamic of women shouldering the brunt of childrearing and domestic responsibilities. In Mailbag, Jean advises a woman looking for a lower management fee for her retirement account, and guides a mom on 529 investing. Lastly, in Thrive, Jean dishes on how to control financial clutter in four simple steps. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 11, 202050 min

Ep 238Ep 238: How To Invest In Real Estate (Passively!)

As appealing as an investment in real estate sounds, many of us don’t want to be landlords, which is why we’re talking about investing passively in real estate, via real estate syndications. Annie Dickerson and Julie Lam, co-founders of Goodegg Investments, walk us through exactly what real estate syndications are and how they work, the minimums needed to invest, and the typical returns expected. In Mailbag, we advise a woman considering a career as a financial coach, a single woman considering a hybrid life insurance policy, and a Seattle listener who is looking to purchase a floating house (just like in Sleepless in Seattle!) In Thrive, Jean breaks down which option is better — buying or leasing a car. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 4, 202042 min

Ep 237Ep 237: How Women Are Going To Shape The Election

All eyes are on next Tuesday, Nov. 3 — Election Day. This year, women are expected to turn out in record numbers to have our voices heard. Why? Frankly, we’re worried. About coronavirus, paying for healthcare, the future of Social Security, our careers and our place in the economy, and whether or not we’ll be able to afford to retire. Nancy LeaMond, EVP at AARP discusses exactly how women voters will influence the election this year. In Mailbag, we talk about saving for a niece’s future, scaling back on retirement contributions to save more for a home, and how to invest large sums of money. In Thrive, a rundown on all the ways you can support female small business owners as we head into the holiday season. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 28, 202048 min

Ep 236Ep 236: How To Become An Angel Investor

Want to become an angel investor? Someone who provides funding for small startups or entrepreneurs? Brianna McDonald, President of Global Investment Network Keiretsu Forum, gives us a crash course in what an angel investor really does, and breaks down the different pathways to becoming one. We talk about finding successful rates of return, doing your research, and hidden “gotchas.” In Mailbag, saving for the down payment on a child’s home, rebuilding a credit score, and what to do when a card loses its 0% introductory rate. Lastly, in Thrive, where to find the best deals at Costco. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 21, 202042 min

Ep 235Ep 235: How to Finally Write Your Novel While Working Full-Time

Does anyone have just one job anymore? This week, we’re diving into what it looks like to realize a dream while still working full-time. We’re learning from Jessica Goodman, an editor at Cosmopolitan who just wrote the book, ‘They Wish They Were Us.” Jessica talks about how she found the time to write, how she juggled deadlines, and made tough choices between work obligations and social experiences. In Mailbag, we discuss where women can thrive with a career in finance, ways to save on personal income taxes, and target date funds. In Thrive, what to do if you just gave a scammer your personal information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 14, 202038 min

Ep 234Ep 234: How To Be A Mentor To The Next Generation of Women

When you think about the young women in your life, what comes to mind? What do you want most for them to realize and achieve, and how do you want to help them get there? We sit down with Illana Raia, founder of Être, a mentorship platform for middle school girls, to discuss how girls can raise their hands instead of lowering their standards. We talk about female leaders, diversity in boardrooms, and how to bridge the “confidence gap” that plagues women of all ages. In Mailbag, we talk Roth IRA conversions, maxing out a 403b, and financing a new car. In Thrive, we explore how to reign in our online shopping habit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 7, 202042 min

Ep 233Ep 233: Seeking Big Friendship? Call Your Girlfriend

How do you connect with the people in your life who make it rich — with the friends who you love most? We sit down with Aminatou Sow and Ann Friedman, hosts of the “Call Your Girlfriend” podcast, and co-authors of the book, “Big Friendship.” We talk about what it means to be a good friend, how to sustain friendships, and why society under-values friendships. In Mailbag, we talk about supporting aging parents in their retirement, leaving a stressful job and starting a family, and we clarify retirement target multipliers. In Thrive, how to talk to your boss about making working from home a permanent arrangement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30, 202052 min

Ep 232Ep 232: The Step-By-Step Guide To Applying For College

How long has it been since you applied to college? These days it seems every school wants something different, but the process doesn’t have to be anxiety-inducing, say this week’s guests, Eric J. Furda and Jacques Steinberg, authors of “The College Conversation.” The pair offer up a step-by-step guide to having some tough conversations, assessing the schools best suited to your child’s interests, getting financial aid, and making the final decision on a school. In Mailbag, we tackle alternatives to college savings accounts, the best financial books for women, and securing a financial planner. In Thrive, how to capitalize on the gold rush. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 23, 202038 min

Ep 231Ep 231: How To Secure A Seat At The Table

What are some of the ugly truths that keep women of color from having a seat at the table in corporate America? Minda Harts, author of “The Memo: What Women Of Color Need To Know To Secure A Seat At The Table,” joins us to discuss. Minda weighs in on microaggressions, what corporate America is doing wrong (and right) when it comes to advancing women of color, and what all women can do to secure a seat at the table in a remote work world. In Mailbag, we discuss long term care policies, how to recover $2,000 from a former financial advisor, and where to invest and give back at the same time. In Thrive, the four financial gaps that impact women when it comes to Social Security. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 16, 202042 min

Ep 230Ep 230: Training Your Brain For Financial Success

Financial success doesn’t come overnight, but it can come if we learn to retrain our brains to achieve our most important money goals. We chat with Barbara Huson, author of “Rewire For Wealth,” about how we can step into the driver’s seat of our money and our careers. Barbara discusses the differences between men and women in how we approach our financial lives, and how we can move past our fears. In Mailbag, we talk about saving for retirement, putting kids through college, and claiming your ex-husband’s Social Security benefits. In Thrive, Jean weighs in on the most essential skills you’re building while working from home. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 9, 202040 min

Ep 229Ep 229: How To Buy A Car And Be Smart With Big Purchases

When’s the last time you got a bargain? This week, we’re talking about negotiating BIG purchases, like houses and cars, with Tonya Rapley, founder and CEO of MyFabFinance.com. Tonya worked as a car salesperson, and just purchased her first home along with her first company. We talk negotiation skills, dealer discounts, no-haggle lots, and the best times of the month (and day!) to pull the trigger on a new ride. In Mailbag, we talk about target date funds, buying a home after living small, and whether it’s possible to hit a $1M savings goal. In Thrive, what to do if your company is reopening, but you’re just not comfortable going back into the office. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 2, 202042 min

Bonus Mailbag #22: What To Do If You’ve Lost A Job Or Income

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So many of us are struggling right now, and we're tackling listener questions on job loss. We hear from a listener who is unsure which source of income to tap if her job search takes longer than she'd like. We also hear from a woman who is debating a balance transfer and a 401(k) loan in order to manage her credit card debt situation. We also guide a couple debating taking money from their 401(k)s in order to pay off their house, and we advise a woman who is worried about being able to retire as planned. If you've suffered a job loss, the whole HerMoney team is rooting for you. Got a question for us? Email us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 28, 202022 min

Ep 228Ep 228: The Pioneer Woman On Budget-Friendly Comfort Foods And Her Path To Success

Ree Drummond, best known as “The Pioneer Woman,” is one of the most loved chefs in America, and this week she sits down with us to talk about her favorite recipes, cooking for any budget, kitchen mishaps, her most-used gadgets, and how she stays organized. In Mailbag, saving for retirement in an IRA, market volatility, and the best places to save money. In Thrive, our biggest money regrets and how to avoid them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 26, 202051 min

Ep 227Ep 227: How To Communicate In A Remote Work World

We’ve entered into a new era of workplace communication, one in which we must offer empathy and transparency, and convey urgency and excitement, all without handshakes, lunches, or happy hours. Behavioral scientist Lindsay Kohler breaks down how to keep your productivity up, improve your communication skills, set boundaries, and challenge your own biases while working remotely. In Mailbag, we tackle refinancing a child’s student loan, a backdoor Roth conversion, IRA contributions, and whether $10,000 is best put towards paying off loans or investing in the stock market. Lastly, in Thrive, how Neflix can improve your credit score. (No, really!) Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 19, 202042 min

Ep 226Ep 226: How Your Investments Can Impact Change

When invested the right way, your money can impact change while also earning big returns. We break down what it means to put your money where your mouth is, with Fidelity Investments’ Eliza Badeau and Nicole Connolly. Bigger ESG funds are up 10% year over year, far outperforming the DOW and the S&P 500. Eliza and Nicole dive into how we can get involved today. Eliza breaks down how Fidelity is addressing the inequalities that different underrepresented communities face, and how the social changes that we’re going through as a nation are impacting the investing landscape, particularly for Millennial investors. In Mailbag, we tackle questions on investing vs. paying down a mortgage, transferring a 529 plan to a different state, doing a ROTH IRA conversion, and getting a prenup. In Thrive, how to do a mid-year financial check-up. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 12, 202047 min

Ep 225Ep 225: Taking Risks And The Art Of Bluffing

What role does luck play in life? How does luck relate to fate, and how does all of this tie back into what we can and can’t control? We’re discussing it all this week with Maria Konnikova, author of “The Biggest Bluff.” She talks about what good investors have in common, and the truth behind the “illusion of control.” We discuss emotions, and why they’re so critical to our decision-making process, and we get a crash course on how to bluff — and how to know when we’re being bluffed. In Mailbag, we talk aging parents, target date funds, and caring for a significant other financially. In Thrive, should you take a gap year if your college is closed this fall? Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 5, 202044 min

Bonus Mailbag #21: Planning Ahead: Family, Retirement & Real Estate

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In this episode, we dive into all your questions on investing in an IRA vs. a money market fund, what to do with your stocks during times of market volatility, and whether you can open a 529 for a child who hasn’t yet been born. We also tackle a question on planning for the financial needs of an autistic older brother, and a question on balancing retirement contributions amidst mortgage refinancing and HELOCs. Got a question for us? Email us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 202027 min

Ep 224Ep 224: Using Credit Card Rewards When You Can’t Travel

When’s the last time you took a trip somewhere other than your local grocery store? And what are we supposed to do with all those credit card miles and points we’ve been accruing? We discuss with The Points Guy himself, Brian Kelly. He tells us how to get the safest flight possible for the best price, how to decide if you need a new kind of credit card, and what to do with our points right now. In Mailbag, Jean and Kathryn talk through credit freezes for 5-year-olds, how to allocate retirement investments, and UTMA/UGMA accounts for kids. In Thrive, car insurance companies offering refunds. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 29, 202038 min

Ep 223Ep 223: What White Women Can Do To Be Allies For Women Of Color

Women of color are behind white women in almost every financial and career measurement. Today, we take a look at action steps that white women can take to be allies and advocates, and begin to truly make an impact. Administrative Judge Karen Ortiz and CEO of communications firm CJC Insights, Chanel Cathey, join us to talk about what it’s like to be the only woman of color in the room, and the biases and stereotypes that we all need to watch out for in our daily lives. In Mailbag, we talk about financially supporting our parents and paying down credit card debt with personal loans. In Thrive, the essential items that every woman should build into her budget. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 22, 202051 min

Ep 222Ep 222: Navigating The Healthcare System And Being Your Own Advocate

Health matters have been a priority for all of us lately, and when we’re sick, the last thing we want to deal with are insurance questions and medical bills. Janine Urbaniak Reid, author of “The Opposite of Certainty” joins us to share her story and discusses some of the tactics that she used to get answers. She dives into the topic of resiliency, and opens up about how we can all “live a life you don’t hate, in circumstances you do.” She also tackles how to stay positive through it all, how to support a friend who is hurting, and how to truly live in the present. In Mailbag, we tackle questions on asking for a raise during the pandemic and refinancing a home. In Thrive, a chat with your parents about their financial situation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 15, 202041 min

Ep 221Ep 221: Entrepreneurship And Pathways To Success With Lauren Maillian

Lauren Maillian, CEO of digitalundivided, joins us for a chat about Black and Latinx entrepreneurs, and the barriers women face in the world of fundraising and founding companies. We dive into how women can create a safety net for our own financial security at the same time we’re building a business, why “scrappiness” is at the heart of entrepreneurship, and how everyone can help create opportunity, share influence, empower, and uplift. In Mailbag, we talk whole life and term life insurance, and what to do about health insurance (and claiming a pension) when you retire before 65. In Thrive, what to do if your summer internship was sidelined. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 8, 202045 min

Ep 220Ep 220: How Our Shopping And Spending Habits Are Changing

“Americans Are Shopping For Groceries Like It’s 1996.” That headline caught our eye because it’s true — we’re cooking at home, we’re ordering everything from Amazon, and our spending habits have radically changed. Will they ever go back to “normal”? Dan Frommer, Founder of The New Consumer, joins us to share why it’s like “a switch flipped, and we skipped 15 years into the future.” Dan talks about some of the pitfalls of shopping online, and the growing popularity of direct-to-consumer brands, like Warby Parker and Glossier. We also talk about where to get the best bargains out there right now. In Mailbag, what to do with 529 funds that may have been refunded, how to prioritize funds between debt repayment and investing, and navigating target date funds. In Thrive, the steps you need to take to keep your connections strong in this happy hour-less era. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 1, 202048 min

Ep 219Ep 219: Pride, Inclusion, And Eradicating Bias

Megan Smith, Chief Technology Officer of the United States under President Obama and CEO of Shift7, joins us for a candid conversation on inclusion and diversity. For Megan, inclusion means that all people are able to bring forward their greatest self, not “stomp on others.” She and Jean talk about the importance of supporting innovators, how tech is helping us to drive bias from movies and television, and the importance of “being there” for LGBTQ youth. In Mailbag, we hear from Marcia Mantell again on a question about Social Security for freelancers, and we take listener questions about setting up IRA accounts, and the pros and cons of having all your investments at one firm. In Thrive, what it really means for your bottom line when you file early for Social Security. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 24, 202051 min

Ep 218Ep 218: Dieting, Body Image And Self Love

We dwell with these things, and we dwell within them every single day of our lives, so when one of these things is a source of negativity for us, it impacts everything. Marisa Meltzer, author of “This Is Big: How The Founder Of Weight Watchers Changed The World — And Me,” dishes on all things body positivity, dieting, and how our relationships with food and money are so closely intertwined. In Mailbag, Jean and Kathryn check in with a very special guest — Piper Kerman, author of Orange Is The New Black — to help answer a question about managing finances while incarcerated. We also tackle questions on paying down debt and downsizing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 17, 202049 min

Ep 217Ep 217: How Do We Support Our Black Friends And Colleagues During This Time?

Jean sits down for an important discussion with Sharon Epperson, Senior Personal Finance Correspondent at CNBC. Sharon weighs in on how to show support for Black friends and colleagues during this time, and how to help elevate voices of color. Sharon offers a suggested script for diving into conversations, and a look at her favorite sources for education. In Mailbag, we discuss saving for a house while paying down debt, investing in the market, and supporting aging parents. In Thrive, why you should check your junk mail for your stimulus check — that might actually be a debit card. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 10, 202050 min

Ep 216Ep 216: Everything Women Need To Know About Social Security

Everything women need to know about social security, both today and in retirement, with Marcia Mantell, author of “What’s The Deal With Social Security For Women.” We discuss the best claiming strategies for women (including when to file), the rumor that social security may not be there for us when we need it, and why women are different when it comes to social security. In Mailbag, Jean and Kathryn tackle where to invest additional funds in retirement, how to help victims of domestic abuse get back on their feet financially, and how to avoid falling into the lifestyle inflation trap. In Thrive, how to get out of the negative feedback loop that may be preventing you from pursuing your bigger financial goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 3, 202044 min

Ep 215: How To Rock Your LinkedIn Profile: The Ultimate Guide For Getting Hired

How do we spruce up our LinkedIn profiles in order to stand out from the herd? Allison Nunes, workshop ambassador for LinkedIn’s “Rock Your Profile” program shares all her secrets. We cover job alerts, networking, applying for jobs, perfecting your profile, getting recommendations, and so much more. In Mailbag, we talk about online savings accounts, women bonding together in retirement (Golden Girls style), and buying a historic home. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 27, 202048 min

Ep 214: Move Over, Bro Culture: How Women Are Taking The Tech World

Women in tech. It’s a broad topic, and Hilary Gosher, Managing Director at Insight Partners, is here to help us distill it all. She discusses the importance of women in tech, and the barriers to increasing our presence in this male-dominated world. She shares how we can get more women interested in pursuing tech careers — it’s not just semiconductors anymore. The pair also discuss startup culture, female mentorship, and co-working spaces like Luminary and The Wing. In Mailbag, what to do with a 401(k) from a previous job, updating a will before you get married, and entrepreneurship vs. full time jobs. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 20, 202047 min

Ep 213: CEO of Barstool Sports, Erika Nardini, On Startups, Success And Life In The C-Suite

Barstool sports now boasts 66 million monthly users and annual revenue of $100 million. Erika Nardini is the woman who took them to the top. She discusses her work ethic and drive, her journey to the helm of Barstool, and what it's like to work alongside its founder, Dave Portnoy. She dives into the allegations that she’s a “token” female CEO, and what goes into the “secret sauce” that makes their podcasts so popular. She also talks about her time in competitive sports. In Mailbag, questions on co-signing loans, best budgeting apps, and retirement asset allocation. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 13, 202044 min

Ep 212: Kendra Scott On Entrepreneurship, Motherhood, And Giving Back

Kendra Scott’s classic jewelry designs sparkle, but not as much as her incredible philanthropic and educational efforts. She shares how she built her billion dollar business, her best advice to fellow entrepreneurs, hard truths about her first entrepreneurial failure, and how retail can continue to thrive. In Mailbag, planning for a baby after a job loss, asking an employer for work-from-home flexibility, and starting a business vs. building an emergency fund. Also, free credit reports and how to get yours. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 6, 202045 min

Ep 211: Small Businesses And Coronavirus: How To Support Entrepreneurs, And How They Can Thrive

How can we help the small businesses in our lives succeed? How can entrepreneurs weather this storm? Scott Omelianuk, Editor-In-Chief of Inc. Magazine, weighs in and says we all need to remember that we are shaping the world we want to live in with our wallets. He discusses the funding from the Paycheck Protection Program (PPP) and how to apply. In Mailbag, questions from small business owners, a woman in the middle of home renovations, and a couple looking to buy a more affordable home. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 29, 202035 min

Ep 210: The Power Of Stepping Away: What It Really Means To Disconnect

What does it truly mean to truly disconnect? Celeste Headlee, author of: “Do Nothing: How To Break Away From Overworking, Overdoing, And Under-living,” tells us how we can all stop sabotaging our well-being and start living instead of doing. In order to fully decompress, we have to distance ourselves from technology, and examine whether we might be suffering from the “busy-ness” delusion — we are not as busy as we think we are. Celeste breaks down the tactical changes needed to bring us closer to our big life goals. In Mailbag, saving for college, filing for bankruptcy, and the best budgeting tools on the market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 22, 202043 min

Bonus Mailbag #20: Surviving And Thriving During Coronavirus

Your questions on filing for unemployment, pulling money out of a 401(k), and home refinancing. Also, converting your portfolio to cash, and a debate on putting money into an emergency fund vs. paying down credit card debt. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 18, 202024 min

Ep 209: Daily Rituals, Self Care And Healing: A How-To

Tara Schuster, VP of Talent and Development at Comedy Central, and author of “Buy Yourself The F*cking Lilies And Other Rituals To Fix Your Life From Someone Who Has Been There,” talks about how small daily indulgences are a form of self-care that can make our lives better. and how gratitude lists can change our entire perspective on thankfulness. Tara breaks down how she learned to “re-parent” herself, and how gratitude changed her life. She also discusses how to elevate others, and be the kind of supportive friend we all wish we had. In Mailbag, home buying during the time of Coronavirus, funding a child’s college education with money from an IRA, stimulus check questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 15, 202043 min

Ep 208: The Genius Of Women, With Janice Kaplan

Why do 90% of people think geniuses are always men? Bestselling author and journalist Janice Kaplan discusses her book, “The Genius Of Women,” which details how generations of women have broken down seemingly unshakeable barriers, and the powerful forces that have rigged the system against us for centuries. We talk about the traits that many female geniuses share, how to tune out the “negative radio” that may be playing in our heads, and how we can each find our own area of genius. In Mailbag, online savings accounts, 529 plans, and striking a balance between keeping money liquid and keeping money invested. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 8, 202046 min

Ep 207: How To Make Good Decisions During Uncertain Times

Since coronavirus hit, we’ve been unsure what’s next with our jobs and income, our childrens’ education, our investments — and our health. Carl Richards, Certified Financial Planner author of “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money,” joined us to discuss making good decisions without panicking, and a step-by-step approach to regaining feelings of control. In Mailbag, Jean and Kathryn talk about whether buying a car during corona is smart, refinancing student loans, and catching up on retirement contributions while the markets are down. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 1, 202040 min

Ep 206: How Your Portfolio Can Weather The Coronavirus Storm, With Fidelity’s Jeanne Thompson

In the age of coronavirus, should you keep your investments as they are? Tweak a bit? Do something more drastic? This week we sat down with Jeanne Thompson, Senior Vice President of Fidelity Workplace Consulting, to discuss our retirement contributions and how to make sure our investment mix is still on the money. We talk about hardship withdrawals, 401(k) loans, and other liquidity solutions including HELOCS and zero interest credit cards. In Mailbag, Jean and Kathryn tackle financial priorities right now — and how to handle a drop in your accounts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 202039 min

Ep 205: Suze Orman On Coronavirus, Your Retirement and Recession Fears

Suze Orman is in the house! The author of ten New York Times bestsellers, is out with a new book, “The Ultimate Retirement Guide for 50+: Winning Strategies to Make Your Money Last a Lifetime.” Listen in as Jean and Suze dive into all the market worries surrounding coronavirus and the downturn in the markets, how 2020 differs from from what we saw in 2008, and the danger of getting out of the stock market and not getting reinvested in time to catch the inevitable rebound. In Mailbag, Jean and Kathryn dive into the fees on 529 plans, and discuss new career opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 18, 202050 min

Ep 204: From Influencer to Entrepreneur With WeWoreWhat’s Danielle Bernstein

If you’ve ever wondered what it takes to become a seriously successful influencer, this is the show for you. Danielle Bernstein is the founder of world-renowned fashion blog and social media platform WeWoreWhat. She talks about her journey into entrepreneurship, what it’s like to find a business partner, and what it means to her to be a good role model for young women. In Mailbag, “recasting” a mortgage, and what to do with a $13,000 gift. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 11, 202042 min

Ep 203: What We Can Learn From Dominatrixes About How To Get Everything We Want

Who better to teach us about power — how we can hold it, get more of it, and use it to our advantage — than dominatrixes? Lindsay Goldwert is the author of the book, “Bow Down: Lessons From Dominatrixes On How To Get Everything You Want,” and she says even women who aren’t comfortable with the concept of control can learn to assert it. It involves practice, asking tons of questions, and learning to negotiate. In Mailbag, Kathryn and Jean talk about credit card rewards and financial priorities, including debt payoff vs. retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 4, 202050 min

Ep 202: Something Missing From Your Day To Day? How To Form True Connections At Work

Dr. Melanie Katzman, author of “Connect First: 52 Simple Ways To Ignite Success, Meaning, and Joy At Work,” dives into some of the simple things we can do to improve our working lives, and how to make our colleagues feel good in the process. We discuss how people who work from home can feel they are part of the group, and how much salary is “enough” to make us happy. In Mailbag, what inflation means for retirement savings, whether a Solo 401(k) or a SEP IRA is right for an entrepreneur, and how to keep cash handy for an emergency. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 26, 202043 min

Ep 201: Girls Who Invest And How To Get More Women Managing Money Than Ever Before

In this episode, we look at how we can get more women to become active investors, and how we can recognize if a career in investing is right for us. Janet Cowell, the CEO of the nonprofit Girls Who Invest, dishes on the best ways to talk to young girls about investing, and how older women can get started in a career in finance. In Mailbag, Jean and Kathryn tackle questions on how student loans impact your credit score, what to do with a pension plan from a previous employer, and which online savings accounts are best for business owners. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 19, 202041 min

Bonus Mailbag #19: Love & Money Special

In this Mailbag-only episode, Jean offers advice to a couple struggling with budgeting and credit card debt. We also hear from a mom wondering if her daughter should put her boyfriend on the lease for her apartment. Jean also guides a woman wondering how she can support her sister-in-law who was in an abusive relationship and faced homelessness, and advises a listener on getting a prenup before her second marriage. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 14, 202021 min

Ep 200: Why Happiness Eludes Overachievers, Even When We “Have It All”

Business coach Keren Eldad guides us in what it means to be an overachiever, and what drives us to want to be among them. How can we all avoid burnout, and the trap of perfectionism? Why do we pursue money and status, only to find that happiness eludes us? How can we turn off the negative radio in our heads that tells us we’re not good enough? In Mailbag, Jean and Kathryn tackle questions about Roth vs. traditional 401(k)s, the decision to get an MBA, and how to protect an elderly parent’s assets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 12, 202041 min

Ep 199: Abby Johnson, Chairman and CEO of Fidelity Investments On Career Growth, Female Investors, Risk Tolerance And More

Abby Johnson, Chairman and CEO of Fidelity Investments, sits down with Jean to talk about her career progression at Fidelity, and female investors. Abby dishes on some of the biggest mistakes she’s seen leaders and corporations make over the years, and the importance of reinventing yourself when you see the world start to change. The pair also discuss how women can be more confident when it comes to making our money work for us. In Mailbag, Jean and Kathryn tackle questions around saving for retirement, balance transfer credit cards, and how to save for retirement while also planning for a new baby. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 5, 202051 min

Ep 198: How To Protect Yourself From The Latest (And Incredibly Clever) Scams, With Frank Abagnale

Here to dish on how to stay safe from would-be scammers is Frank Abagnale, author of the book “Scam Me If You Can.” Yes, THAT Frank Abagnale — about whom the iconic movie “Catch Me If You Can” was made. Frank educates us on some of the more common scams out there, and the dangers of answering robocalls and phishing emails. In Mailbag, ESG funds, frequent flyer miles, negotiating for bonuses and relocation fees, and saving for a down payment on a house. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 29, 202039 min

Ep 197: Living Childfree And Making Empowered Decisions Around Motherhood

Maxine Trump is the writer, producer and director of the film, “To Kid or Not To Kid,” which confronts societal expectations around motherhood. We tackle why society may be so late in approaching motherhood as a choice, dive into the term “childfree,” and discuss the growing number of women who are choosing that path. We touch on how financial questions and career decisions influence women’s choices. In Mailbag, questions about investing, making catch-up contributions, and the decision to make home renovations or move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 22, 202040 min

Ep 196: How To Successfully Take A Career Break

Jean talks to Stacey Delo and Jennifer Gefsky, co-authors of “Your Turn: Careers, Kids and Comebacks — A Working Mother’s Guide.” They run Apres, a digital career platform for women who are returning to the workforce. They discuss what it means to step out of the workforce, how to weigh the expense of daycare against your salary, and how to determine what you might be losing out on in terms of salary and retirement savings if you take a break. In mailbag, financial advisors, HSA contributions, and investment options. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 15, 202037 min

Ep 195: Selling A Home, Moving, Renovations, Downsizing And More

All things moving and selling your home, with Caroline Carter, founder and CEO of Done in a Day. Caroline dives into how we can all bring our stress levels down when embarking on a move, and dishes on some of the best things people can do before they put their homes on the market. She also offers a step-by-step guide for how to tackle the moving process in the most efficient way possible. In Mailbag, saving for college, target date funds, and recession fears. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 8, 202037 min