Money Unscripted – Details, episodes & analysis

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Money Unscripted

Fidelity Investments

Business

Education

Frequency: 1 episode/20d. Total Eps: 39

On Money Unscripted, we share your stories and get helpful money insights from Fidelity pros. From careers to caregiving, paying for college to planning for retirement, it’s the personal side of finance–jargon and judgment free. Join host Ally Donnelly every other Tuesday, because it’s your life–get your money’s worth. Have a question, comment or episode idea? We’d love to hear from you! Email us at moneyunscripted@fidelity.com. Join us at Fidelity.com/MoneyUnscripted. Investing involves risk, including risk of loss. Fidelity Brokerage Services LLC, Member NYSE, SIPC(https://www.sipc.org/), 900 Salem Street, Smithfield, RI 02917

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Apple Podcasts

🇺🇸 USA - investing
30/05/2026
#96
🇺🇸 USA - investing
17/12/2025
#98

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Score global : 69%

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New ways to save on your taxes this year

Tuesday, December 2, 2025 • Duration 16:29

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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How to transfer generational wealth

Tuesday, November 4, 2025 • Duration 29:36

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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Boost your investing confidence

Tuesday, May 13, 2025 • Duration 17:21

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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How to be a super saver

Tuesday, April 29, 2025 • Duration 18:33

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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Building wealth: Creating your own blueprint

Tuesday, April 15, 2025 • Duration 15:54

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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529 Plans: The tax-smart way to help save for college

Tuesday, March 25, 2025 • Duration 23:53

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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Are you on track to retire?

Tuesday, March 11, 2025 • Duration 17:13

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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401(k) contribution limits in 2025

Tuesday, February 25, 2025 • Duration 07:46

This year, you can save more in your 401(k) than ever before. Contribution limits are up–and there’s a new super catch-up contribution for older workers. Watch this episode of the Money Unscripted podcast as host Ally Donnelly and Fidelity’s Kirsten Hunter Peterson share a rundown of the numbers, the facts about employer matches, and strategies to try and super charge 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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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Roth and Traditional IRAs: What’s new in 2025

Tuesday, February 11, 2025 • Duration 07:36

Did you make too much money to contribute to a Roth IRA last year? Good news: There are new income limits in 2025 that could allow you to contribute more. So, what are the new limits? How much can you contribute? What are the potential tax benefits of a Roth? And how do your savings stack up against other people your age? For strategies to help you boost your retirement savings, watch this episode of Money Unscripted with host Ally Donnelly and Fidelity’s Rita Assaf.

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

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Year-end money moves: Deadlines and limits

Tuesday, November 12, 2024 • Duration 14:36

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-deadlines

5 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/hsa

Roth 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 moneyunscripted@fidelity.com.

New episodes drop bi-weekly on Tuesdays.

Be sure to follow, like, and share Money Unscripted!

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Money Unscripted – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Money Unscripted – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other67

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other67