Money Unscripted | Personal finance podcast

Money Unscripted | Personal finance podcast

By Fidelity InvestmentsBusinessEducationInvesting
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Money Unscripted | Personal finance podcast episodes

  • The pros and cons of 401(k) loans

    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. 

    16 min
  • What is a health care proxy and how to get one

    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.

    21 min
  • Make the most of a career change

    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.

    18 min
  • Life insurance: Protecting your loved ones

    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.

    24 min
  • Investing for beginners

    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.

    26 min
  • What is an HSA and how does it work?

    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. 

    20 min
  • How to start a small business

    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. 

    22 min
  • Roth IRAs: What to know

    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. 

    24 min
  • Estate planning: Pass on your things, not family drama

    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. 

    26 min
  • Home buying: A strategic guide

    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. 

    18 min

About Money Unscripted | Personal finance podcast

From the publisher's feed

Money Unscripted is a personal finance podcast from Fidelity. Tune in for practical guidance on the financial decisions that shape your life, from getting started with investing and paying down debt to saving for retirement and protecting your family through estate planning.

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