Today on the podcast, we welcome back Jean Chatzky. Jean is the author of a new book about retirement planning called The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and Never Run Out of Money. In addition, she has written several other New York Times bestselling books about money and investing. She’s also CEO of HerMoney.com and host of the podcast Her Money with Jean Chatzky. She served as the financial editor of NBC Today for 25 years and is the financial ambassador for AARP. She appeared frequently on CNN and MSNBC, and was a recurring guest on The Oprah Winfrey Show.

Episode Highlights

00:00:00 Introduction

00:01:00 Why Retirees Struggle to Spend

00:05:18 Creating a Retirement Paycheck

00:09:25 Choosing Annuities and Financial Advice

00:20:40 Bridging the Social Security Gap

00:23:40 Managing Sequence-of-Returns Risk

00:28:42 Retirement Planning for Couples and Working Longer

00:37:17 Protecting Against Financial Fraud

00:40:39 How Jean Chatzky Reimagined Retirement

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