HerMoney with Jean Chatzky

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LIMRA is the sponsor of a monthly retirement-focused podcast hosted by Jean Chatzky and HerMoney. Through engaging conversations with expert guests, Jean helps listeners turn retirement savings into a reliable paycheck by demystifying complex retirement topics and delivering clear, practical insights that build financial confidence.

What you’ll get:

  • Retirement guidance made simple: Easy-to-understand conversations about creating income in retirement.
  • Jargon-free financial insights: Clear, curated information you can use right away.
  • Timely perspectives: Discussions on the trends and events that may affect your wallet.
  • Greater financial confidence: Practical advice to help strengthen your financial security and decision-making.

This month’s conversation

  • Getting The Most Out Of Medicare: The Deadlines You Can’t Miss And The Decisions You Can’t Afford To Get Wrong

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Past Conversations

Protected vs. Growing: The Split Your Portfolio Actually Needs

When’s the last time you looked at your portfolio and felt genuinely confident it could weather a bad year? For many of us, the answer involves some version of, “Well, I’m diversified – stocks for growth, bonds for safety, so I should be fine.” That’s the playbook we’ve all been…
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AI and Your Money: What It Can Do, What It Can’t, And Where It Could Get You Into Trouble

AI can help people manage their money, save time and identify opportunities to cut costs—but it cannot replace human judgment. Tech journalist Joanna Stern shares what she learned from using AI for a year, including its benefits, privacy risks and limitations when making important financial and retirement decisions.
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You’re Already Behind – And It’s Not Your Fault: Closing The Retirement Gender Gap

Women often face a steeper climb to retirement security because of lower lifetime earnings, longer life expectancy, caregiving responsibilities and gaps in financial confidence. In a HerMoney Podcast conversation, LIMRA’s Tina Beckwith and Suzanne Norman discuss the women most at risk, including solo agers, Gen X women and caregivers, and…
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The Hidden Retirement Risk: What Happens When You Can’t Manage Your Money?

Cognitive decline is a major but often overlooked retirement risk, with nearly 30% of adults over 65 experiencing diminished financial decision-making ability as executive function declines. Planning ahead with trusted contacts, powers of attorney, estate documents, and simplified income streams (such as protected income) can help safeguard finances and reduce…
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From Nest Egg To Paycheck: Rethinking Retirement Planning

Feeling unprepared for retirement? Christine Benz recommends focusing on what you can control today. Review your future income sources, estimate your spending needs, identify any gaps, and seek professional guidance early. Small adjustments now can help reduce uncertainty, strengthen your plan, and bring greater confidence to your retirement future.
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Stability Over Stress: Building A Retirement Plan For Uncertain Times

Worried about retiring during uncertain times? You’re not alone. Retirement experts share strategies for protecting your income, navigating market swings, maximizing Social Security, and building a plan that can withstand economic ups and downs. The goal isn’t predicting the future. It’s creating enough stability to feel confident about whatever comes…
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The Truth About Annuities: Busting Myths and Answering Your Biggest Questions

Annuities are among the most misunderstood – and perhaps the most underestimated – financial products in retirement planning. If you’ve ever looked into one, you know they have a complicated reputation. And if you’ve ever tried to learn more? There’s a good chance you walked away with more questions than…
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Why Healthcare Might Be The Biggest Threat To Your Retirement Plan

When retirement plans fall apart, we tend to assume it’s because someone overspent – maybe on travel, hobbies, or helping the kids a little too much. But, often, that’s not what does the real damage. It’s health – everything from rising premiums to the surprise diagnosis no one saw coming.
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