Retirement planning can feel intimidating, whether you’re decades away or getting ready to make the transition. Jean Chatzky wants to make it feel a little more manageable. This week on The Important Part, HerMoney CEO and The Forever Paycheck author Jean Chatzky joins Liz Thomas to discuss how to prepare for retirement while still enjoying your life today. Jean shares her perspective on retirement savings benchmarks and why knowing your own numbers matters more than comparing yourself to everyone else. Liz and Jean also explore the financial decisions younger generations face when retirement still feels decades away, including how much to save as your income changes and how to balance preparing for the future with the life you want to live now. The conversation also gets into Social Security and how Jean thinks about different types of retirement accounts. Jean then explains one of the surprising challenges retirees can face: after decades of watching their savings grow, spending that money can feel like losing it. She shares the thinking behind The Forever Paycheck and why creating a reliable stream of retirement income may help address that emotional hurdle. The Important Part: Investing with Liz Thomas is a video podcast covering investing, markets, economic trends, portfolio strategy, and the biggest stories shaping investors today. About SoFi®: A finance company that could help you get ahead. Get Your Money Right® with SoFi. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.