Money Unscripted

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].

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© 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.

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 protect yourself from the unknown. See how to map out your retirement income, ways to build up your emergency savings, and why revisiting your plan is so important. We also talk through how annuities could fit into your long-term plan and ways to try and protect your nest egg from inflation. Watch now. 

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.

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 Leanna Devinney look at how taxes, timing, and your retirement plans can help you decide if one of these money moves is right for you. Watch now.

Roth IRA Conversion Calculator: https://www.fidelity.com/calculators-tools/roth-conversion-calculator/

Consider an IRA: https://www.fidelity.com/retirement-ira/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.

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 opportunities to save on your taxes. Join host Ally Donnelly and Ajay Sarkaria, Fidelity Regional Vice President of Private Wealth Management, as they walk through the tax strategies that could help you keep more of what you earn. Watch now.

2026 Financial Preview: https://www.fidelity.com/learning-center/trading-investing/investing-outlook?ccsource=Podcast_MU

Managing Taxes: https://www.fidelity.com/learning-center/personal-finance/managing-taxes/managing-taxes

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!

© 2025 FMR LLC. All rights reserved.