Does Your Retirement Portfolio Match Your Values? Plus: Apple’s New MacBook Neo episode artwork

EPISODE · Mar 12, 2026 · 31 MIN

Does Your Retirement Portfolio Match Your Values? Plus: Apple’s New MacBook Neo

from NerdWallet's Smart Money Podcast · host NerdWallet Personal Finance

Learn what chip shortages could mean for tech prices and how to align your target-date fund with your values. Will chip shortages make laptops and phones more expensive? How can you make a Roth 403(b) target-date fund reflect your politics and values? Hosts Sean Pyles and Elizabeth Ayoola discuss values-based retirement investing to help you understand how to check what’s inside your portfolio and what options you have when your workplace plan feels limiting. But first, news editor Rick VanderKnyff and personal finance writer Tommy Tindall join Elizabeth to discuss the latest consumer tech headlines. They discuss the tentative Live Nation/Ticketmaster settlement and what it could change about fees, Apple’s new lineup including the budget MacBook Neo, and how an AI-driven memory chip crunch could push up PC and smartphone prices. Then, investing Nerd Bella Avila joins Sean and Elizabeth to discuss how to make your retirement portfolio better match your values without having to pick individual stocks. They discuss ways to find the “nested” funds and holdings inside a target-date fund, how to use tools like AI and third-party screeners to spot value conflicts and double-check what you find, and alternatives that may offer more control such as an IRA, a self-directed brokerage option in your plan, direct indexing, or a robo-advisor. Subscribe to MoneyNerd, our weekly email newsletter, at https://moneynerd-nerdwallet.beehiiv.com/  Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email [email protected]. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Mar 12, 2026

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Does Your Retirement Portfolio Match Your Values? Plus: Apple’s New MacBook Neo

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