Suze Orman's book, *Women & Money*, offers practical financial advice tailored specifically for women, addressing unique challenges such as the gender pay gap and career interruptions. It provides a Financial Empowerment Plan to help women achieve emotional and financial security by protecting themselves, spending smartly, building their future, and giving to others. The book also includes a bonus chapter on investing.
Christine Benz's "How to Retire" provides a comprehensive guide to retirement planning, moving beyond simplistic rules of thumb. The book delves into dynamic spending strategies, emphasizing the need to adapt to changing life circumstances and expenses. It addresses the psychological challenges of transitioning from saving to spending, offering practical advice on managing finances and maintaining a fulfilling life in retirement. Benz also explores the importance of purpose and relationships in retirement, highlighting the need for a holistic approach that considers non-financial factors. The book is a valuable resource for anyone approaching retirement, offering insights and strategies for a successful and enjoyable transition.
Today on the podcast, we welcome back Jean Chatzky. Jean is the CEO of HerMoney.com and host of the podcast, HerMoney with Jean Chatzky. She has served as the financial editor of NBC Today for 25 years and is the financial ambassador for AARP. She appears frequently on CNN, MSNBC, and was a recurring guest on The Oprah Winfrey Show. She has written several New York Times bestselling books. Her latest is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve. Jean also appears in my book How to Retire, where she talks about retirement planning considerations for women.
Background
Bio
HerMoney podcast
FinanceFixx
Women With Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve, by Jean Chatzky
Opportunity Knocks
AARP
Women in Investing and Financial Advisors
“How to Choose a Financial Advisor,” video post by Jean Chatzky, Linkedin.com.
“Jean Chatzky on Women in Investing: Are You Taking Control of Your Money?” by Melissa Houston, forbes.com, April 21, 2022.
Annuities, Long-Term Care, FIRE
“The High Costs of Senior Caregiving,” by Ella Vincent, Kiplinger.com, Aug. 3, 2023.
“Long-Term Care Insurance Rate Increase Creates Big Headache,” by Jean Chatzky, aarp.com, Feb. 7, 2023.
“Are Annuities a Good Investment? What They Are and Why Women Should Consider Them,” HerMoney With Jean Chatzky, episode 433, hermoney.com, July 24, 2024.
“How to Retire Early Without Hating Your Life,” HerMoney With Jean Chatzky, episode 459, hermoney.com, Jan. 22, 2025.
Other
“Jean Chatzky: ‘Financial Stress Is a Big Topic in Need of More Oxygen,’” The Long View podcast, Morningstar.com, Dec. 15, 2020.
How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, by Christine Benz
Karen Finerman
Michael Kitces
Alliance for Lifetime Income
Jean Chatzky The Today Show archives