The Long View

Jean Chatzky: How to Create a Forever Paycheck for Retirement

September 8, 2026·48 min
Episode Description from the Publisher

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.We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!Episode Highlights00:00:00 Introduction00:01:14 Why Retirees Struggle to Spend &nbsp;00:05:32 Creating a Retirement Paycheck00:09:39 Choosing Annuities and Financial Advice00:20:54 Bridging the Social Security Gap00:23:54 Managing Sequence-of-Returns Risk00:28:56 Retirement Planning for Couples and Working Longer00:37:31 Protecting Against Financial Fraud &nbsp;00:40:53 How Jean Chatzky Reimagined Retirement&nbsp;More from The Long ViewBrett Arends: Worried About Outliving Your Money? There’s an Answer&nbsp;Dana Anspach: Don’t Let Fear Ruin Your Retirement&nbsp;Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind&nbsp;If you have a comment or a guest idea, please email us at&nbsp;TheLongView@Morningstar.com.&nbsp;Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and&nbsp;Christine Benz,&nbsp;Amy Arnott, and&nbsp;Ben Johnson&nbsp;on LinkedIn. Visit&nbsp;Morningstar.com&nbsp;for new research and insights from&nbsp;Christine,&nbsp;Ben, and&nbsp;Amy.&nbsp;Subscribe&nbsp;to Christine’s weekly newsletter,&nbsp;Improving Your Finances.&nbsp;If you want more Morningstar podcasts, check out&nbsp;The Morning Filter&nbsp;and&nbsp;<a href="https://www.morningstar.com/podcasts/investing-insights" target="

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