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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.
By Fidelity Investments5
3333 ratings
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.

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