Money Unscripted

Being single can bring flexibility, freedom, and independence. It also means every financial decision is on your shoulders. On this episode of Money Unscripted, host Ally Donnelly talks to Rachel, a writer who is happily single, but realized she  needed to take charge of her financial plan–for life on a single income. Fidelity CFP Alex Roca joins the conversation to  break down the essentials of solo planning: building a realistic budget for money management, investing with confidence, and thinking ahead for retirement and estate planning. View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Soloist_Audio.pdf  6 money considerations for single women: https://www.fidelity.com/learning-center/women-talk-money/6-steps-for-single-women Estate planning for singles: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-for-singles View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2026 FMR LLC. All rights reserved.

From fake emails and texts to suspicious voicemails and AI-generated videos—cyber scams are everywhere. And scammers are more sophisticated and persistent than ever. So how can you protect your account and personal information from phishing and fraud? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Head of Cyber Defense Sean Downey break down how modern scams work, ways to spot the red flags, and what to do if you've been targeted. Watch now. 4 ways to stop identity thieves: https://www.fidelity.com/learning-center/personal-finance/family-financial-safety/4-ID-theft-protection-tips Protect your accounts: https://www.fidelity.com/security/overview  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.   New episodes drop bi-weekly on Tuesdays.   Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].   Be sure to follow, like, and share Money Unscripted!   © 2026 FMR LLC. All rights reserved. 

Caregiving for an aging parent can be both beautiful and overwhelming. It’s why Beth Pinsker wrote My Mother’s Money: A Guide to Financial Caregiving. It’s the book she wishes she’d had when her mom’s health took a turn. On this episode of Money Unscripted, host Ally Donnelly brings Beth together with Fidelity Senior Leader Sangeeta Moorjani to talk through the emotional and financial sides of caregiving. It's a practical conversation that covers a lot of ground: when to get power of attorney and how to use it, navigating health care and insurance, how to support your parents without draining your own finances, and ways to avoid caregiver burnout. Watch now. A financial roadmap for caregiving: https://www.fidelity.com/learning-center/personal-finance/retirement/hidden-costs-of-caregiving Power up your financial plan: https://www.fidelity.com/learning-center/personal-finance/power-of-attorney-finances View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2026 FMR LLC. All rights reserved.

This year, you can save more in your 401(k) than ever before. Watch this episode of the Money Unscripted podcast as host Ally Donnelly and Fidelity Vice President Kirsten Hunter Peterson break down 2026 contribution limits and catch-up contribution limits to your retirement savings plan. They also look at how to factor in your company match, retirement savings goals, and strategies to help you supercharge your savings. Watch now. How much should I contribute to my 401(k)?:https://www.fidelity.com/learning-center/smart-money/how-much-should-i-contribute-to-my-401k Investing beyond your 401(k): https://www.fidelity.com/learning-center/trading-investing/taxable-brokerage-account View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected] . Be sure to follow, like, and share Money Unscripted! © 2026 FMR LLC. All rights reserved.

The key ingredient for any financial plan? Your budget. On this episode of Money Unscripted, host Ally Donnelly talks with chef, influencer, and small business owner Jenn Lueke about how she helps her followers stretch their dollar in the kitchen and beyond. Ready to get your own plan cooking? Fidelity Vice President, Financial Consultant Gina Gillespie joins to share Fidelity’s new 60/30/10 plus 15 budgeting guideline. She breaks down how to make a budget and shares budgeting tools to help you reach your goals. Watch now. Tools to help you learn how to establish a budget and create a savings plan: https://www.fidelity.com/calculators-tools/budgeting-debt-management Fidelity’s easy budgeting guideline: https://www.fidelity.com/learning-center/personal-finance/spending-and-saving View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2026 FMR LLC. All rights reserved.

2026 is a big year for IRAs. New rules for traditional and Roth IRAs could mean more tax-free savings in your  retirement accounts. Contribution limits are up, income limits are higher, and for the first time ever, catch-up  contributions are increasing for people 50 and over. On this episode of Money Unscripted, host Ally Donnelly  and Fidelity’s Vice President of Retirement Offerings Rita Assaf break down what’s changing, why it matters,  and how to make the most of these new opportunities. Roth IRA vs. traditional IRA: https://www.fidelity.com/learning-center/personalfinance/retirement/traditional-vs-roth Can you have a Roth IRA and a 401(k)?: https://www.fidelity.com/learning-center/smart-money/can-you-have-a-roth-iraand-a-401k View all episodes here: https://www.fidelity.com/learning-center/moneyunscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2026 FMR LLC. All rights reserved.

Market volatility can be stressful—especially when you’re close to or already in retirement. So, what do you need to know? On this episode of Money Unscripted, host Ally Donnelly and Fidelity Branch Leader Andy Alvarez look at ways you can try to protect yourself from the unknown. See how to map out your retirement income, ways to build up your emergency savings, and why revisiting your plan is so important. We also talk through how annuities could fit into your long-term plan and ways to try and protect your nest egg from inflation. Watch now.  Market Volatility: https://www.fidelity.com/viewpoints/market-and-economic-insights/market-volatility-overview  Retirement calculators & tools: https://www.fidelity.com/calculators-tools/retirement-calculator/overview  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2026 FMR LLC. All rights reserved. 

Roth conversions. Backdoor Roths. Mega backdoor Roths. You hear about these strategies all the time, but how do they work? And what’s the difference between them? On this episode of Money Unscripted, host Ally Donnelly and Fidelity Market Leader Leanna Devinney look at how taxes, timing, and your retirement plans can help you decide if one of these money moves is right for you. Watch now. Roth IRA Conversion Calculator: https://www.fidelity.com/calculators-tools/roth-conversion-calculator/ Consider an IRA: https://www.fidelity.com/retirement-ira/overview View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2026 FMR LLC. All rights reserved.

What do you need to know about tax planning in 2026? On this episode of Money Unscripted, learn about the new SALT cap increase, why you might want to consider itemizing over taking the standard deduction, a boosted child tax credit, and other opportunities to save on your taxes. Join host Ally Donnelly and Ajay Sarkaria, Fidelity Regional Vice President of Private Wealth Management, as they walk through the tax strategies that could help you keep more of what you earn. Watch now. 2026 Financial Preview: https://www.fidelity.com/learning-center/trading-investing/investing-outlook?ccsource=Podcast_MU Managing Taxes: https://www.fidelity.com/learning-center/personal-finance/managing-taxes/managing-taxes View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2025 FMR LLC. All rights reserved.

How and where do you want to live in retirement? What if you have a major health incident? And who will help you if you can’t manage your own finances as you age? These are hard questions, but the answers can impact generations of your family. That’s why Dr. Tim Habbershon, head of Fidelity’s Center for Family Engagement, says we need to stop avoiding the conversations and start talking about generational wealth and planning together. Tim joins Ally to share ways we can build the skills to have better conversations about everything from long-term care to passing down wealth to our heirs. Watch Money Unscripted now. Fidelity Center for Family Engagement: https://fcfe.fidelity.com/family/home Leading indicators of enduring family harmony: https://www.fidelity.com/viewpoints/personal-finance/five-indicators-of-family-harmony View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2025 FMR LLC. All rights reserved.

Someone turning 65 today has an almost 70% chance of needing some type of long-term care services, according to government data. Whether it's because of an injury, an illness, or simply growing older, that care is expensive. Long-term care insurance is a smart strategy to help protect your finances and your family. So, what is long-term care insurance? How much does it cost? And what does it cover? Get the answers you need on this episode of Fidelity’s personal finance podcast Money Unscripted with host Ally Donnelly and Fidelity’s Stefne Lynch. Learn more about the Alzheimer's Association at https://www.alz.org/ or call their 24/7 helpline at (800) 272-3900.  Hybrid life insurance with long-term care: https://www.fidelity.com/life-insurance/long-term-care/overview  How long-term care planning can help your loved ones: https://www.fidelity.com/viewpoints/personal-finance/long-term-care-planning    View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.   New episodes drop bi-weekly on Tuesdays.   Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].   Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved.  

The markets go up and down. That’s out of your control. But what can you control in times of uncertainty? On this episode of Money Unscripted, host Ally Donnelly and Certified Financial Planner Ryan Viktorin help you take a big-picture look at your finances during market volatility. Are you still on track to meet your goals like saving for retirement? Does your financial plan still make sense? Should you stay the course with your investments or make adjustments? Watch now.  Market volatility overview: https://www.fidelity.com/viewpoints/market-and-economic-insights/market-volatility-overview 6 tips to navigate volatile markets: https://www.fidelity.com/viewpoints/investing-ideas/six-tips  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved. 

Maybe you want to buy a home. Or take a dream vacation. But what is your cash doing to help you reach those goals? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Leanna Devinney look at four short-term options: high-yield savings accounts, money market funds, CDs, and treasury bills. Learn how to define your goals, weigh risk and reward, and use these tools to help you get the most out of your money. Watch now. Investing for short-term goals: https://www.fidelity.com/learning-center/trading-investing/investing-for-short-term-goals  CD vs. high-yield savings account: https://www.fidelity.com/learning-center/smart-money/cd-vs-high-yield-savings  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.   New episodes drop bi-weekly on Tuesdays.   Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].   Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved.   

If you’re close to turning 65, Medicare is likely on the horizon. The enrollment process can feel overwhelming but making sure you have the right health care coverage is so important. On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Ryann Little help you prepare for this critical piece of retirement planning. Learn the difference between Medicare Part A and Part B, see how to avoid costly mistakes, and get smart tips on navigating the complexities of coverage. Watch now.  Learn about Medicare: https://medicare.fidelity.com/home?ccsource=MU_podcast_audio  Your guide to working past 65: https://medicare.fidelity.com/learning-center/articles/guide-to-working-past-65/  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.   New episodes drop bi-weekly on Tuesdays.   Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].   Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved. 

Baby boomers are set to pass on trillions of dollars to the next generations in the coming years. Much of it is expected to go to women. On this episode of Money Unscripted, Ally sits down with Alex Roca, the new host of Fidelity’s Women Talk Money show to answer women’s two biggest questions: Is it too late to get started and where should I put my next dollar? Hint: It’s never too late. From starting where you are to defining your priorities to keeping your saving and investing consistent, Alex has the tips you can use to focus on the big picture and make your money work as hard as you do.  Planning for women’s health costs: https://www.fidelity.com/learning-center/women-talk-money/planning-womens-health Fidelity Women Talk Money: https://www.fidelity.com/learning-center/women-talk-money/event-replays    View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.   New episodes drop bi-weekly on Tuesdays.   Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].   Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved. 

Student loans. Car loans. Mortgages. Credit cards. There are a lot of ways debt can pile up. Fast. On this episode of Money Unscripted, we talk with Sheyna, who shares how she got control of her finances and paid off $45,000 of debt. Host Ally Donnelly also sits down with Fidelity Financial Consultant Mark Greenfield to learn strategies we can all use to help pay down debt, curb spending, and set ourselves up for the future. Budget & Debt Calculators: https://www.fidelity.com/calculators-tools/budgeting-debt-management   How I paid off over $40,000 in debt: https://www.fidelity.com/learning-center/personal-finance/how-I-paid-off-debt    View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved.   

Does your company offer an employee stock purchase plan (ESPP)? If so, it could be a way to save for a new house, your child’s education, or build your retirement nest egg—all while investing in your company. Money Unscripted host Ally Donnelly and Fidelity pro Emily Cervino walk through the potential advantages, crunch the numbers, and break down the tax implications behind this often-overlooked workplace benefit. Watch now. Invest in your work and your future with an ESPP: https://www.fidelity.com/go/stock-plan-services/employee-stock-purchase-plans 6 employee stock plan mistakes to avoid: https://www.fidelity.com/viewpoints/personal-finance/stock-plan-mistakes-to-avoid View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2025 FMR LLC. All rights reserved.

Estate planning is a process that’s full of emotions. And full of questions. Where do you start? Who should be part of the conversation? And what are the key documents you need? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Pamela Pirone-Benson break down everything from writing a will and setting up a trust to choosing your power of attorney and navigating estate taxes. Watch now. 5 steps to create an estate plan: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-made-easy 10 Estate planning pitfalls to avoid: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-common-pitfalls View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2025 FMR LLC. All rights reserved.

So, you’re investing in your 401(k) or other retirement accounts. Awesome. But maybe you're ready for more. That's how Irene Li, owner of Mei Mei Dumplings, was feeling. She has a brokerage account but wants to learn more so she can invest with confidence. On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Leanna Devinney walk us through the flexibility and potential benefits of a brokerage account. They explain how asset allocation, diversification, and tax-smart strategies can help you try and grow your money and reach your goals.  Investing beyond your 401(k): https://www.fidelity.com/learning-center/trading-investing/taxable-brokerage-account 6 ways busy people can help build their wealth: https://www.fidelity.com/learning-center/personal-finance/how-to-build-wealth View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved. 

How can you save and invest to live the life you want now and in the future? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Gina Gillespie look at ways to leverage your investments while maximizing your saving. From setting clear goals and spending intentionally to leaning into tax-advantaged accounts and automating your savings, they cover key steps to help you become a super saver. 4 keys to an effective, dynamic savings strategy: https://www.fidelity.com/learning-center/wealth-management-insights/four-keys-dynamic-spending-strategy Is financial independence possible? https://www.fidelity.com/learning-center/personal-finance/financial-independence-retire-early-FIRE View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved. 

You earn money. But how can you build wealth? On this episode of Money Unscripted, host Ally Donnelly and Fidelity Financial Consultant Dani Braun, talk through ways to create your own financial blueprint. From defining your goals and establishing emergency savings to building a portfolio and leveraging tax-smart investing strategies, see how you can draft a solid plan. 4 keys to an effective, dynamic savings strategy: https://www.fidelity.com/learning-center/wealth-management-insights/four-keys-dynamic-spending-strategy  5 small steps that can make a big impact: https://www.fidelity.com/learning-center/personal-finance/money-management  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved.   

College: It’s the number one savings priority for parents, according to the Fidelity 2024 College Savings Indicator Study. Yet, families are only on track to cover 30% of the expected costs.   It’s why, on this episode of the Money Unscripted podcast, we’re taking a deep dive into 529 plans. How do these flexible, tax-advantaged accounts work? Who can contribute? What kind of expenses do they cover? And what happens if your child doesn’t go to college? Join host Ally Donnelly and Fidelity’s Cory Latham as they hit the books to help you try and ace your college savings plan. Watch now.  College savings calculator: https://www.fidelity.com/misc/college-savings/college_savings.html Check out Fidelity’s hub for all things college planning: https://www.fidelity.com/learning-center/life-events/prepare-for-college View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! © 2026 FMR LLC. All rights reserved.

Retirement looks different for everyone. Maybe you want to grab your passport and see everything. Maybe you want to grab a beach chair and do nothing. Whatever your goals, there are key questions to ask yourself before you take the leap. Who are you planning for? What do you want your retirement to look like? And are you on track to meet your goals? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Andy Alvarez get to the heart of planning your retirement income, setting a realistic budget, and strategies to help you make your savings last. Watch now.  Retirement strategies for every age: https://www.fidelity.com/learning-center/personal-finance/retirement-strategies  Preparing for and living in retirement: https://www.fidelity.com/learning-center/personal-finance/retirement/planning-your-retirement  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted?ccsource=p_PodDir_031125.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved. 

To help you start the new year strong, check out our year-end financial checklist. Join Money Unscripted host Ally Donnelly and Fidelity’s Leanna Devinney to see how to make the most of your 401(k), how to stay on top of HSA contribution limits and deadlines, and how to master strategies like tax-loss harvesting. 6 year-end deadlines to know: https://www.fidelity.com/learning-center/personal-finance/year-end-money-deadlines5 tax moves to consider before year-end: https://www.fidelity.com/learning-center/personal-finance/yearend-tax-planning-2023 What is an HSA and how does it work? https://www.fidelity.com/learning-center/money-unscripted/hsaRoth IRAs -- What to know: https://www.fidelity.com/learning-center/money-unscripted/roth-IRA View all episodes here: https://www.fidelity.com/learning-center/money-unscripted   Have a comment or episode idea? Email us at [email protected].  New episodes drop bi-weekly on Tuesdays.  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved. 

Maybe your car breaks down or an unexpected medical bill pops up. You need money and don’t have enough in the bank. What if you borrowed the cash from your 401(k)? On this episode of Fidelity’s Money Unscripted, join host Ally Donnelly for a deep dive on 401(k) loans. We look at how they work, how much you can borrow and what to consider before tapping your retirement savings.  Thinking about a 401(k) loan? https://www.fidelity.com/viewpoints/financial-basics/taking-money-from-401k?ccsource=401kLoan_pod  How to save for emergencies: https://www.fidelity.com/viewpoints/personal-finance/save-for-an-emergency?ccsource=401kLoan_pod  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved. 

The Bakers had just sent their daughter off to college when they got terrible news. She had been hurt in an accident and was in a coma. Because Baylie was a legal adult and didn’t have a health care proxy, her parents could not make medical decisions on her behalf. On this episode of Money Unscripted from Fidelity Investments, learn why this document is so important for any unmarried, adult child. Ally Donnelly talks with Fidelity's David Peterson to understand what a health care proxy is, how to get one, and the important conversations you need to have to help protect your family.  For more info on health care proxies, check out:  https://www.fidelity.com/learning-center/personal-finance/health-care-proxies    Learn more about the Baker Family’s mission at: www.baylieswish.org.  Watch all Money Unscripted episodes here: https://www.fidelity.com/learning-center/money-unscripted?ccsource=HCProxy_pod.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved.

A career change can be exciting. And a little daunting. Whether you’re 25 or 55, there are important things you can do to try and make the most out of the financial end of the equation. On this episode of Fidelity’s Money Unscripted, host Ally Donnelly and Fidelity pro Meredith Stoddard cover it all—from salaries and benefits to stock options and rolling over your old 401(k).  Check out Fidelity’s career planning resources: https://www.fidelity.com/learning-center/life-events/career-planning?ccsource=pod_092424  See what you can do with your old 401(k): https://www.fidelity.com/viewpoints/retirement/what-to-do-with-an-old-401k?ccsource=pod_092424  View all episodes here: https://www.fidelity.com/learning-center/money-unscripted?ccsource=CareerChange_pod New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! ©2024 FMR LLC. All rights reserved.

You know life insurance is important. And maybe you have some coverage through your employer. But how much do you really need? How does it work? And what’s the difference between term and whole life insurance? Join us on Money Unscripted from Fidelity Investments as host Ally Donnelly and Regional Planning Consultant Amy Sutton explore ways to help you protect your loved ones. Learn more about life insurance: https://www.fidelity.com/viewpoints/wealth-management/things-to-know-about-life?ccsource=pod_091024 Determine your coverage need: https://www.fidelity.com/life-insurance/life-insurance-planning/how-much-life-insurance?ccsource=pod_091024 Considering term life insurance? Get your quote:https://digital.fidelity.com/prgw/digital/termquote/?ccsource=pod_091024 Watch all of our episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected]. Be sure to follow, like, and share Money Unscripted! ©2024 FMR LLC. All rights reserved.

There are lots of reasons you may not have started investing: lack of knowledge, confidence, or time to name a few. So, on this episode of Money Unscripted, host Ally Donnelly tracks down the answers to your top investing questions. How do you get started? What’s the difference between saving and investing? How do you balance paying off debt vs. investing? Should you do it yourself or go to a pro? Join us as we break down the basics to help you make your money work harder.  More answers to your investing questions here: https://www.fidelity.com/learning-center/trading-investing/investing-for-beginners Join us at http://www.fidelity.com/MoneyUnscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved.

You’ve heard of health savings accounts or HSAs. But who’s eligible? What expenses do they cover? What are their contribution limits? How are they different from FSAs? How can money in the account be invested, and what are the potential tax advantages? On this episode of Money Unscripted from Fidelity Investments, join host Ally Donnelly and Fidelity pro Amy Richardson as they explore ways an HSA could help you now and in retirement.  Join us at http://www.fidelity.com/MoneyUnscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2025 FMR LLC. All rights reserved. 

Opening a small business is a big leap, yet more and more people are now working for themselves. On this episode of Money Unscripted from Fidelity Investments, join host Ally Donnelly as we dive into the ins and outs of launching a business. From writing a business plan and securing loans to tracking income and protecting your time and assets, we’re covering the A-Z of becoming your own boss.  Join us at http://www.fidelity.com/MoneyUnscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved. 

Roth IRAs. What are they? How are they different from a traditional IRA? What are the benefits? Who can contribute and how much? What are the income limits? Could I get one for my child? On this episode of Money Unscripted, join host Ally Donnelly and Fidelity’s Rita Assaf for what you need to know about this powerful retirement savings tool.  Join us at http://www.fidelity.com/MoneyUnscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved. 

From a great aunt’s favorite china to grandad’s trusty toolbox, our most cherished possessions tell our families’ stories. How can you or your loved ones pass along your heirlooms without passing on drama?  Join Money Unscripted host Ally Donnelly as we explore an important piece of the estate planning process. We share tips on starting the conversation, taking inventory, and trying to divide things fairly to head off family conflict.  Join us at http://www.fidelity.com/MoneyUnscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved. 

How much house can I afford? Do I really need 20% down? Could I borrow money from my 401(k)? What if I want to buy a house with a friend? On this episode of Money Unscripted, join Ally Donnelly and our Fidelity pros for the tips and tools you need to create a blueprint for your own home sweet home.   Join us at http://www.fidelity.com/MoneyUnscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved. 

Ever feel like everyone else has it all together when it comes to money? Spoiler: they don't. We all have questions (some we're too embarrassed to ask). It's why on this episode, we're tackling the financial basics. Join Ally Donnelly, as we talk strategies for budgeting and saving to managing debt and investing 101. We're sharing the pro insights from Fidelity Investments that can help you plan for your family and future. View transcript. Join us at Fidelity.com/MoneyUnscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved. 

Some side hustles pay the bills. Some feed the soul. The best do both. On this episode of Money Unscripted, join host Ally Donnelly as she dives into this booming gig economy. From staying organized with both your time and money to prepping for tax season, get the professional insights from Fidelity Investments that can help make your side hustle hustle harder for you. View transcript. Join us at Fidelity.com/MoneyUnscripted.  New episodes drop bi-weekly on Tuesdays.  Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved.   

How much is enough? How can I invest? What about health care costs in retirement? On this episode of Money Unscripted, a new podcast from Fidelity Investments, Ally Donnelly talks with one man about finally pursuing his dream in retirement. Plus, our Fidelity pro weighs in with insights and money-smart strategies to help you retire your way.   Join us at www.fidelity.com/moneyunscripted. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  View transcript

From careers to caregiving, paying for college to planning for retirement, we’re looking at the personal side of finance—jargon and judgment free. Get a sneak peek of what's on the way from Money Unscripted, a new bi-weekly podcast from Fidelity Investments. Join host Ally Donnelly and see how you can do more for your family and your future. After all, it’s your life. Get your money’s worth.  New episodes coming March 12. Join us at www.fidelity.com/moneyunscripted. Have a comment or episode idea? We’d love to hear from you! Email us at [email protected].  Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917