“I have $11,000 to invest in retirement. Is an ESG fund a good idea?”
Update: 2025-10-03
Description
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!
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