Money Unscripted Podcast

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Fidelity Investments

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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 at [email protected].

Join us at Fidelity.com/MoneyUnscripted.

Investing involves risk, including risk of loss.

Fidelity Brokerage Services LLC, Member NYSE, SIPC(https://www.sipc.org/), 900 Salem Street, Smithfield, RI 02917

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Money Unscripted.

Hosts

Ally Donnelly

Previous Guests

Irene Li

Irene Li is the owner of Mei Mei Dumplings, a restaurant known for its innovative approach to traditional dumplings and commitment to sustainability. She has a background in the culinary arts and entrepreneurship, and is passionate about sharing her journey in the food industry while also navigating personal finance and investing.

Leanna Devinney

Leanna Devinney is a financial expert at Fidelity, specializing in investment strategies and personal finance. With extensive experience in guiding clients through the complexities of investing, she provides insights on asset allocation, diversification, and tax-efficient investing to help individuals achieve their financial goals.

Gina Gillespie

Gina Gillespie is a financial expert at Fidelity, specializing in investment strategies and personal finance. With years of experience in the financial services industry, she provides insights on how to effectively save and invest for both short-term and long-term goals. Gina is known for her ability to simplify complex financial concepts and help individuals make informed decisions about their money.

Dani Braun

Dani Braun is a Fidelity Financial Consultant with expertise in personal finance and wealth management. She provides clients with tailored financial advice and strategies to help them achieve their financial goals. With a strong background in financial planning, Dani is dedicated to educating individuals on effective wealth-building techniques and investment strategies.

Cory Latham

Cory Latham is a financial expert at Fidelity, specializing in college savings plans and financial planning for families. With extensive knowledge in tax-advantaged accounts, Cory provides insights and guidance to help parents navigate the complexities of saving for college. His expertise is informed by Fidelity's research and studies, including the Fidelity 2024 College Savings Indicator Study, which highlights the importance of effective college savings strategies.

Andy Alvarez

Andy Alvarez is a financial expert at Fidelity, specializing in retirement planning and investment strategies. With years of experience in the finance industry, he provides insights on how to effectively manage retirement income and budget for a secure financial future. Andy is known for his approachable style and ability to simplify complex financial concepts for individuals at all stages of their retirement planning.

Topics Discussed

investing 401(k) brokerage account asset allocation diversification tax-smart strategies saving financial independence tax-advantaged accounts automating savings dynamic savings strategy wealth building financial blueprint emergency savings portfolio building tax-smart investing strategies 529 plans college savings expenses college costs retirement retirement income budgeting savings strategies financial planning

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Fidelity Investments

@fidelityinvestments

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Channel Stats

Subscribers: 118,000

Total Videos: 322

Total Views: 1,851,219

Joined: Sep 27, 2006

Location: United States

Description

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want- from people investing their life savings, to businesses managing their employee benefits to advisors needing technology to invest their clients' money.

Visit http://www.fidelity.com/about to let us help you build a stronger financial future.

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Here to help you grow your savings and invest in the life you want. Our Instagram guidelines & legal info:

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Episodes

Here's the recent few episodes on Money Unscripted.

0:00 17:21

Boost your investing confidence

May 13, 2025

Ally Donnelly

Irene Li Leanna Devinney

investing 401(k) brokerage account asset allocation diversification tax-smart strategies

So, you’re investing in your 401(k) or other retirement accounts. Awesome. But maybe you're ready for more. That's how Irene Li, owner of Mei Mei Dumplings, was feeling. She has a brokerage account but wants to learn more so she can invest with confidence. On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Leanna Devinney walk us through the flexibility and potential benefits of a brokerage account. They explain how asset allocation, diversification, and tax-smart strategies can help you try and grow your money and reach your goals.

Investing beyond your 401(k): https://www.fidelity.com/learning-center/trading-investing/taxable-brokerage-account

6 ways busy people can help build their wealth: https://www.fidelity.com/learning-center/personal-finance/how-to-build-wealth

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!

Investing beyond your 401(k): https://www.fidelity.com/learning-center/trading-investing/taxable-brokerage-account

6 ways busy people can help build their wealth: https://www.fidelity.com/learning-center/personal-finance/how-to-build-wealth

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!

0:00 18:33

How to be a super saver

April 29, 2025

Ally Donnelly

Gina Gillespie

saving investing financial independence tax-advantaged accounts automating savings dynamic savings strategy

How can you save and invest to live the life you want now and in the future? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Gina Gillespie look at ways to leverage your investments while maximizing your saving. From setting clear goals and spending intentionally to leaning into tax-advantaged accounts and automating your savings, they cover key steps to help you become a super saver.

4 keys to an effective, dynamic savings strategy: https://www.fidelity.com/learning-center/wealth-management-insights/four-keys-dynamic-spending-strategy

Is financial independence possible? https://www.fidelity.com/learning-center/personal-finance/financial-independence-retire-early-FIRE

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!

0:00 15:54

Building wealth: Creating your own blueprint

April 15, 2025

Ally Donnelly

Dani Braun

wealth building financial blueprint emergency savings portfolio building tax-smart investing strategies

You earn money. But how can you build wealth? On this episode of Money Unscripted, host Ally Donnelly and Fidelity Financial Consultant Dani Braun, talk through ways to create your own financial blueprint. From defining your goals and establishing emergency savings to building a portfolio and leveraging tax-smart investing strategies, see how you can draft a solid plan.

4 keys to an effective, dynamic savings strategy: https://www.fidelity.com/learning-center/wealth-management-insights/four-keys-dynamic-spending-strategy

5 small steps that can make a big impact: https://www.fidelity.com/learning-center/personal-finance/money-management

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!

0:00 23:53

529 Plans: The tax-smart way to help save for college

March 25, 2025

Ally Donnelly

Cory Latham

529 plans college savings tax-advantaged accounts expenses college costs

College: It’s the number one savings priority for parents, according to the Fidelity 2024 College Savings Indicator Study. Yet, families are only on track to cover 30% of the expected costs.

It’s why, on this episode of the Money Unscripted podcast, we’re taking a deep dive into 529 plans. How do these flexible, tax-advantaged accounts work? Who can contribute? What kind of expenses do they cover? And what happens if your child doesn’t go to college? Join host Ally Donnelly and Fidelity’s Cory Latham as they hit the books to help you try and ace your college savings plan. Watch now.

College savings calculator: https://www.fidelity.com/misc/college-savings/college_savings.html

Check out Fidelity’s hub for all things college planning: https://www.fidelity.com/learning-center/life-events/prepare-for-college

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!

College: It’s the number one savings priority for parents, according to the Fidelity 2024 College Savings Indicator Study. Yet, families are only on track to cover 30% of the expected costs.

College savings calculator: https://www.fidelity.com/misc/college-savings/college_savings.html

Check out Fidelity’s hub for all things college planning: https://www.fidelity.com/learning-center/life-events/prepare-for-college

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!

0:00 17:13

Are you on track to retire?

March 11, 2025

Ally Donnelly

Andy Alvarez

retirement retirement income budgeting savings strategies financial planning

Retirement looks different for everyone. Maybe you want to grab your passport and see everything. Maybe you want to grab a beach chair and do nothing. Whatever your goals, there are key questions to ask yourself before you take the leap. Who are you planning for? What do you want your retirement to look like? And are you on track to meet your goals? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Andy Alvarez get to the heart of planning your retirement income, setting a realistic budget, and strategies to help you make your savings last. Watch now.

Retirement strategies for every age: https://www.fidelity.com/learning-center/personal-finance/retirement-strategies

Preparing for and living in retirement: https://www.fidelity.com/learning-center/personal-finance/retirement/planning-your-retirement

View all episodes here: https://www.fidelity.com/learning-center/money-unscripted?ccsource=p_PodDir_031125.

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!

Retirement strategies for every age: https://www.fidelity.com/learning-center/personal-finance/retirement-strategies

Preparing for and living in retirement: https://www.fidelity.com/learning-center/personal-finance/retirement/planning-your-retirement

View all episodes here: https://www.fidelity.com/learning-center/money-unscripted?ccsource=p_PodDir_031125.

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!