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 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

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