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HerMoney with Jean Chatzky

Bonus Mailbag #44: Index funds, ETFs, and more With Karen Finerman

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.71.5K Ratings

🗓️ 14 July 2023

⏱️ 23 minutes

🧾️ Download transcript

Summary

The amount of women who invest is on the rise, but navigating stocks, bonds, ETFS, and other asset classes can feel daunting. That’s why we’re answering your most pressing investment questions with expert investor and host of our new podcast How She Does It, Karen Finerman. We take questions on dollar-cost averaging, how to get started investing in index funds, how to switch online brokerage firms, and the rules for an exit plan from a stock that just isn’t doing it for you anymore. For more great investing conversations like these, join Karen on her new show, and join us in our investing club for women, InvestingFixx.  Join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter! The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation, and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact advertising@airwavemedia.com if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

You're listening to an AirWave Media Podcast.

0:06.0

Her money is proudly sponsored by Edelman Financial Engines. Edelman knows just how important it is to be prepared for whatever life hands you.

0:15.0

Do you have a strategy to help protect your wealth and your family?

0:19.0

Visit planefe.com slash her money to learn more about what you need for your financial situation with a complimentary wealth check-up.

0:30.0

Hey everyone, I'm Jean Chatsky. Thanks so much for joining me today on an extra special mailbag edition of the Her Money Podcast.

0:42.0

Karen Feynerman is in the house and Karen, well, she doesn't need that much of an introduction, but I'm going to give her one anyway.

0:50.0

Karen is the CEO of Metropolitan Capital Advisor. She's a panelist on CNBC's Fast Money. She's the co-host of our Investing Club, Investing Fix.

1:01.0

The best-selling author of Feynerman's Rules, secrets I'd only tell my daughters about business and life.

1:10.0

The mother of two sets of twins, including those daughters, and from role-please, the host of the new podcast produced by her money called, How She Does It?

1:22.0

Karen, welcome.

1:24.0

Thank you. Oh, I mean, it's always fun to be with you, Jean. No matter what the format, so I've really had a good time with you.

1:31.0

Me as well, and I think after that list of things, people are going to be wondering how you do it. So you're going to have to answer that question as well.

1:40.0

And you know, I've been friends now for quite some time. Yeah, a while.

1:44.0

A while, and I've had the amazing experience of being at a party at your house. I am thinking back to one in particular, a group of women, Melissa Lee, and Sally Crotchack,

1:57.0

a Lee support who is one of the country's pre-eminent breast cancer surgeons, so many fun and amazing women. And we talked and we laughed for hours and hours. No holds barred.

2:12.0

That's the spirit of this new show of yours. It is a cocktail party in your headphones with women who you've always wanted to meet openly sharing their thoughts about money and power and work and life and love.

2:26.0

The kind of thoughts that you would only tell your girlfriends and some of those same women, Sally Crotchack and Melissa Lee are among your first guests along with Nicky Leandakis from Corp Power Yoga and Broadcasters, Claire Shipman and Cadi Kay and Julie Wainwright, founder of The Real Real. How are you feeling about it?

2:48.0

I am excited. I remember the party in particular you were talking about. And that is one of my absolute favorite things to do to be with my girlfriends, talk with them, hear their stories, their ups and downs. And even I think that day, one of the questions was, what's the most embarrassing thing that ever happened to you?

3:10.0

I remember your story.

3:12.0

We won't go there. No, it's just too ridiculous. So anyway, that I mean, I love the company of women. And so this is really exciting for me to get to have that time with the women I already know, but also for me to meet some new women who I've always admired or who are doing interesting, exciting, fascinating things. And so I'm really excited about this.

3:36.0

Yeah, so if you're listening and you haven't subscribed yet, hit the follow button in Apple podcasts or on Spotify or wherever you get your podcast so you don't miss an episode.

3:48.0

And we'd love for everybody to join us for investing fix as well.

...

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