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.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Estate-Planning-2026_Audio.pdf

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].

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© 2025 FMR LLC. All rights reserved.

Retiring early isn’t just about leaving the workforce—it’s about knowing whether your lifestyle and finances are ready to support the years ahead. On this episode of Money Unscripted, host Ally Donnelly talks with Donna and Stan about how they retired early–on their terms. Fidelity VP and Regional Planning Leader Andy Alvarez joins the conversation to break down the key questions anyone should consider as they think about retirement. How much do you really need to retire? How can you turn retirement savings into reliable retirement income? What could a retirement budget look like, and how can you help your money last as inflation drives up costs? If retirement is on your radar, watch now.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Retire-Early_Audio.pdf

How to feel financially secure in retirement: https://www.fidelity.com/learning-center/personal-finance/benefits-of-annuities

How to safeguard your retirement: https://www.fidelity.com/learning-center/personal-finance/retirement-asset-allocation

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.

Market volatility can be stressful—especially when you’re close to or already in retirement. On this episode of Money Unscripted, host Ally Donnelly talks to new retiree Ted Mitchell about how he’s navigating life after work as the markets go up and down. Fidelity VP and Branch Leader Andy Alvarez joins to share what you can do now to help protect yourself and your finances from the unknown. See how to help build your retirement income, boost emergency savings, and when to revisit your long-term plan to try and safeguard against market swings and inflation. Watch now.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_EPG-Audio.pdf

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.

Understanding the difference between a will and a trust is a key step in building an estate plan that helps protect your assets and your loved ones. On this episode of Fidelity’s personal finance podcast Money Unscripted, host Ally Donnelly sits down with Fidelity Vice President of Advanced Planning Pamela Pirone-Benson to explain how wills and trusts work, who may need them, when you may need to go through probate, the difference between a revocable and irrevocable trust, and why estate planning isn’t just for the wealthy. Watch now.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Wills-and-Trusts_Audio.pdf 

Revocable and irrevocable trusts: https://www.fidelity.com/viewpoints/wealth-management/insights/revocable-and-irrevocable-trusts

Wills and estate planning for parents: https://www.fidelity.com/learning-center/life-events/wills-and-estate-planning-for-parents/

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.

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.