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Artwork for Money Unscripted

Money Unscripted

Fidelity Investments
Retirement Planning
Estate Planning
Financial Planning
Investing
Fidelity Investments
Roth IRA
Market Volatility
Retirement Savings
Fidelity
Budgeting
Employee Stock Purchase Plans
529 Plans
401(k) Loans
Healthcare Proxy
Personal Finance
Medicare
Caregiving
Catch-Up Contributions
Emergency Savings
Small Business Ownership

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 ... more

PublishesTwice monthlyEpisodes40Founded2 years ago
Number of ListenersCategories
BusinessInvestingEducation

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Artwork for Money Unscripted

Latest Episodes

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 retire... more

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 ... more

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... more

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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  nee... more

Key Facts

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Recent Guests

Andy Alvarez
Fidelity Pro
Fidelity
Episode: Can your retirement survive a down market?
Pamela Pirone-Benson
Fidelity VP in Advanced Planning
Fidelity Investments
Episode: Wills and trusts: What’s the difference?
Dr. Rachel Jessica Daniel
Writer and educator
Episode: Living rich while planning solo
Beth Pinsker
Financial columnist and certified financial planner who wrote My Mother's Money
Fidelity Investments
Episode: How can I help my aging parents with their finances?
Sangeeta Moorjani
Senior leader at Fidelity Investments
Fidelity Investments
Episode: How can I help my aging parents with their finances?
Gina Gillespie
VPN financial consultant
Fidelity
Episode: How to make (and stick to) a budget
Ajay Sarkaria
Fidelity Regional Vice President of Private Wealth Management
Fidelity
Episode: New ways to save on your taxes this year
Stefne Lynch
VP at Fidelity Insurance Agency
Fidelity
Episode: What is long-term care insurance?
Ryann Little
Member of Fidelity's Medicare Services team providing insights on Medicare
Fidelity
Episode: Medicare explained

Host

Ally Donnelly
Host of Money Unscripted, frequently guiding conversations on personal finance and caregiving finances.

Reviews

4.9 out of 5 stars from 57 ratings
  • Great show!

    Really helpful financial tips!

    Apple Podcasts
    5
    PaddyBoston
    United Statesa year ago
  • Good show. Very insightful.

    Great cast of people with great knowledge.

    Apple Podcasts
    5
    JMS32205
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Loved the practical tips on retirement planning and budgeting.
Hosts strike a great balance between education and storytelling.
Strong focus on caregiving finances and elder planning.
Credible guests and actionable takeaways for real-life money decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Can your retirement survive a down market?
Q: How should someone think about withdrawals and sustainable income in retirement?
Withdrawals should be planned around guaranteed income sources like Social Security or pensions, with remaining needs funded by a diversified portfolio. A commonly cited rule is a 4% sustainable withdrawal rate, though the exact number depends on the plan and market conditions.
Can your retirement survive a down market?
Q: What are the three key components of a successful retirement plan, and how do they interact as markets move?
The three components are emergency savings, protection of assets and income, and growth. The balance among these depends on individual needs; emergency funds cover essential expenses, protection guards income and health costs, and growth seeks to combat inflation while supporting withdrawals.
Can your retirement survive a down market?
Q: Andy, how do you talk to clients about market volatility, especially those who are close to or in retirement?
Andy suggests starting with revisiting the plan to understand what changed, assess current risk tolerance, and determine whether to stay the course or adjust the strategy. The goal is to customize the approach to the client and maintain enough comfort to remain invested for the long term.
Wills and trusts: What’s the difference?
Q: What are the main pitfalls people encounter with trusts?
A common misstep is not funding or titling assets into the trust, which can render the trust ineffective for avoiding probate and achieving the intended outcomes.
Wills and trusts: What’s the difference?
Q: Who should consider a trust and what are its main benefits?
Trusts are useful when there are multiple states, minor children, or beneficiaries who require special handling; they can control distributions, provide privacy, and potentially offer estate tax planning benefits depending on type.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Professions
Age Range
Household Income
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Frequently Asked Questions About Money Unscripted

What is Money Unscripted about and what kind of topics does it cover?

The show centers on practical personal-finance education featuring Fidelity experts and real-life stories. Episodes cover estate planning, retirement saving, budgeting, caregiving finances, cyber scams, Medicare, long-term care, and tax strategy, all with actionable steps and a friendly, jargon-free tone. Notable strengths include high-caliber financial guidance from Fidelity professionals and a consistent emphasis on planning for life events (aging parents, solo living, generational wealth) that affect everyday money decisions. The format often blends expert insights with listener experiences, making complex topics accessible for a broad audience of savers, caregivers, and career-focused individuals seeking clear, doable financial progress... more

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Which podcasts are similar to Money Unscripted?

These podcasts share a similar audience with Money Unscripted:

1. Fidelity Viewpoints: Market Sense
2. Investing Insights
3. Rule Breaker Investing
4. Money Unplugged with Chris Hill
5. Stay Wealthy Retirement Podcast

How many episodes of Money Unscripted are there?

Money Unscripted launched 2 years ago and published 40 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Money Unscripted?

Recent guests on Money Unscripted include:

1. Andy Alvarez
2. Pamela Pirone-Benson
3. Dr. Rachel Jessica Daniel
4. Beth Pinsker
5. Sangeeta Moorjani
6. Gina Gillespie
7. Ajay Sarkaria
8. Stefne Lynch

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