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Money Unscripted

Fidelity Investments
Investing
Estate Planning
Retirement Planning
Financial Planning
Fidelity Investments
Retirement Savings
Employee Stock Purchase Plans
529 Plans
Roth IRA
Healthcare Proxy
401(k) Loans
Small Business Ownership
Health Savings Accounts
Fidelity
Catch-Up Contributions
Home Buying
Infused Cafe
Life Insurance
Career Change
Baylie Grogan

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

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Artwork for Money Unscripted

Latest Episodes

Market volatility can be stressful—especially when you’re close to or already in retirement. So, what do you need to know? On this episode of Money Unscripted, host Ally Donnelly and Fidelity Branch Leader Andy Alvarez look at ways you can try to pro... more

Roth conversions. Backdoor Roths. Mega backdoor Roths. You hear about these strategies all the time, but how do they work? And what’s the difference between them? On this episode of Money Unscripted, host Ally Donnelly and Fidelity Market Leader Lean... more

What do you need to know about tax planning in 2026? On this episode of Money Unscripted, learn about the new SALT cap increase, why you might want to consider itemizing over taking the standard deduction, a boosted child tax credit, and other opport... more

How and where do you want to live in retirement? What if you have a major health incident? And who will help you if you can’t manage your own finances as you age? These are hard questions, but the answers can impact generations of your family. That’s... more

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Recent Guests

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
Alex Roca
Certified financial planner and host of Women Talk Money
Fidelity
Episode: Women and money: From the Great Wealth Transfer to retirement savings
Irene Li
Award-winning chef and business owner, seeking to improve her investing skills.
Mei Mei Dumplings
Episode: Boost your investing confidence
Leanna Devinney
Fidelity Vice President and branch leader
Fidelity Investments
Episode: Year-end money moves: Deadlines and limits
Mike Shamrell
Vice President at Fidelity
Fidelity Investments
Episode: The pros and cons of 401(k) loans
David Peterson
Head of Advanced Wealth Solutions at Fidelity
Fidelity Investments
Episode: What is a health care proxy and how to get one
Scott Baker
Father of Baylie Grogan and advocate for healthcare proxies
Episode: What is a health care proxy and how to get one

Host

Ally Donnelly
Host of Money Unscripted with a focus on relatable financial discussions that resonate with everyday experiences.

Reviews

4.9 out of 5 stars from 50 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

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Many find the content insightful, particularly with the diverse range of knowledgeable guests featured.
Listeners appreciate the practicality of the financial tips shared, highlighting their usefulness in everyday life.

Chart Rankings

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Talking Points

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Backdoor, Mega, and Roth conversions explained
Q: How do I decide between a conversion or a backdoor? What's the difference between the two?
A conversion is available to anyone without limits, while a backdoor Roth has contribution limits and involves making a non-deductible contribution to a traditional IRA before converting to a Roth IRA.
Backdoor, Mega, and Roth conversions explained
Q: What are some of the questions I should ask myself before I consider a conversion?
Consider whether you can pay the taxes now, what your potential tax bracket will be in retirement, and if you have enough time for the money to grow in a Roth account.
Market volatility: What to do when stocks go down
Q: What should I do if I feel the impulse to pull back or get out of the market?
It's crucial to understand that the impulse is normal, but timing the market can lead to significant financial detriment.
Market volatility: What to do when stocks go down
Q: How can a market dip affect my retirement or other long-term goals?
The impact greatly depends on how close you are to your goal; younger individuals might view dips as opportunities, while those nearing retirement should reassess their investment strategies.
Market volatility: What to do when stocks go down
Q: What's the biggest question you get during market fluctuations?
The most common question is whether individuals are going to be okay and if they are still on track for their goals.

Audience Metrics

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Frequently Asked Questions About Money Unscripted

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

This podcast focuses on personal finance, covering a wide array of topics such as careers, caregiving, college funding, and retirement planning. It stands out for its specific approach to demystifying financial jargon and making financial advice accessible and relatable to listeners. With insights shared from Fidelity professionals and real-life stories, the content aims to address the personal aspect of managing money effectively without judgment. The engaging discussions encourage listeners to think critically about their financial decisions and strategies, making it appealing to a diverse audience interested in personal finance education.

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Which podcasts are similar to Money Unscripted?

These podcasts share a similar audience with Money Unscripted:

1. Investing Insights
2. The Long View
3. Jill on Money with Jill Schlesinger
4. Motley Fool Money
5. Ready For Retirement

How many episodes of Money Unscripted are there?

Money Unscripted launched 2 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Money Unscripted?

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Where can I see ratings and reviews for Money Unscripted?

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What guests have appeared on Money Unscripted?

Recent guests on Money Unscripted include:

1. Ajay Sarkaria
2. Stefne Lynch
3. Ryann Little
4. Alex Roca
5. Irene Li
6. Leanna Devinney
7. Mike Shamrell
8. David Peterson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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