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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.
By Fidelity Investments5
3333 ratings
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.

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