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

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Entrepreneurship, Business

4.8 • 1.3K Ratings

🗓️ 3 October 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 WealthrampKerry’s site: kerryhannon.com Have a question for us? Write to us (or send us a voice note!) at [email protected]. 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

Transcript

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0:00.0	I want to tell you about another podcast I've been relying on to help guide my charitable giving
0:05.8	decisions. Giving done right is all about how to make an impact with your giving and tackles the
0:12.7	question every donor is asking. How can I make the biggest difference right now? With shifts in
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0:29.5	right, you'll hear from philanthropic experts and major donors who reveal how to maximize
0:35.1	impact on issues from protecting democracy to supporting
0:39.4	immigrants in crisis. Whether you give hundreds or millions, this show delivers knowledge
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0:56.3	wherever you get your podcasts.
1:00.6	Hey everyone, welcome to Her Money. I'm Gene Chatsky. Today we are bringing you another
1:05.6	mailbag episode. I know you love them, but this time with a very special guest,
1:10.2	author and Yahoo Finance
1:11.7	senior columnist Carrie Hannan.
1:13.9	If you caught our earlier conversation with Carrie about her brand new book, Retirement
1:18.9	Bites, you know she has a great ability to cut through the noise and give us straight talk
1:24.2	on what retirement really looks and feels like. So we thought this would be the
1:30.2	perfect time to bring her back to tackle your specific retirement questions. Carrie, are you
1:35.8	ready? I am ready. Thanks, Jean. Our first question comes from Beth. She's got a question about
1:41.7	life insurance. I have a fully paid life insurance policy
1:47.2	with a difference in cash value and death benefit of about $5,000. I'm going to make my own
	...

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