Personal finance icon Jean Chatzky -CEO & co-founder of HerMoney Media, host of the HerMoney podcast, and longtime TODAY Show financial editor- joins Coach Keren to demystify the biggest bugaboo of them all - money. As a great teacher on the subject, Jean shares her zigzag path from journalism to Wall Street and back, the mistakes that shaped her mission, and the five simple habits that put your money (and life) on track. We also unpack FinanceFixx, InvestingFixx, and practical ways to build confidence, community, and wealth, without overwhelm. 

Listen/Watch

• Apple Podcasts (HerMoney): Apple Podcasts
• YouTube playlist (HerMoney): YouTube
• HerMoney site (articles, tools): HerMoney

Timestamps

• (00:00) — Why mindset matters: “If you want to own your life, you have to own your money.”
• (02:12) — Midwest roots, early jobs, first money patterns
• (03:22) — The “high-paying wrong job” detour—and choosing alignment over optics
• (08:30) — Pivot to business journalism → equity research → Forbes: learning to read the numbers
• (13:29) — Core lesson: Numbers don’t lie. Know what’s coming in/out so you can choose your trajectory
• (15:55) — Why even pros need help: the case for a financial advisor as your “objective mirror”
• (17:35) — Why Jean built HerMoney and launched the podcast for women (learning environment > jargon) HerMoney
• (22:06) — Jean’s 5 money habits that compound results (earn, spend under income, invest, protect, give)
• (27:12) — From TV money makeovers to FinanceFixx + InvestingFixx: structure, coaching, community HerMoney+2HerMoney+2
• (29:53) — The power of “zigzags” and saying yes to the open door

Key Ideas & Takeaways

• Alignment first, then money follows. Ditch the binary of “meaning vs. money”—choose meaning, build skill, results accrue.
• Know your numbers. Cash flow awareness = agency.
• Automate investing early. Start with workplace plans or an IRA/Roth; make your money work, consistently.
• Protect the plan. Insurance + basic estate docs (will, POAs, living will) keep progress from unraveling.
• Community multiplies confidence. A welcoming space accelerates learning and action (see HerMoney programs). HerMoney

Resources Mentioned

• HerMoney (articles/tools/newsletter): https://hermoney.com/ HerMoney
• HerMoney Podcast with Jean Chatzky (Apple): https://apple.co/3… Apple Podcasts
• FinanceFixx (4-week money reset): https://hermoney.com/shop/product/financefixx-4-week/ (Use code mentioned on-air: FALL25) HerMoney
• InvestingFixx (women’s investing club w/ Karen Finerman): https://hermoney.com/fixx/ | Join page: https://join.investingfixx.com/ HerMoney+1
• Books by Jean:
• Pay It Down! (debt → wealth on $10/day) PenguinRandomhouse.com
• AgeProof (health + wealth link) Hachette Book Group
• The Difference (resilience, risk, and passion → prosperity) WebScott

About Jean Chatzky

CEO of HerMoney, host of the HerMoney podcast, bestselling author, and the TODAY Show’s financial editor for 25 years. She appears across major media and builds programs that make money simple—and doable. 

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