Money Unscripted

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

  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! © 2025 FMR LLC. All rights reserved.

  --------  

  23:53
• Are you on track to retire?

  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!   © 2025 FMR LLC. All rights reserved. 

  --------  

  17:13
• 401(k) contribution limits in 2025

  This year, you can save more in your 401(k) than ever before. Contribution limits are up–and there’s a new super catch-up contribution for older workers. Watch this episode of the Money Unscripted podcast as host Ally Donnelly and Fidelity’s Kirsten Hunter Peterson share a rundown of the numbers, the facts about employer matches, and strategies to try and super charge your savings. Watch now. How much should I contribute to my 401(k)? https://www.fidelity.com/learning-center/smart-money/how-much-should-i-contribute-to-my-401k Investing beyond your 401(k): https://www.fidelity.com/learning-center/trading-investing/taxable-brokerage-account 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.

  --------  

  7:46
• Roth and Traditional IRAs: What’s new in 2025

  Did you make too much money to contribute to a Roth IRA last year? Good news: There are new income limits in 2025 that could allow you to contribute more. So, what are the new limits? How much can you contribute? What are the potential tax benefits of a Roth? And how do your savings stack up against other people your age? For strategies to help you boost your retirement savings, watch this episode of Money Unscripted with host Ally Donnelly and Fidelity’s Rita Assaf. How much should I contribute to my 401(k)? https://www.fidelity.com/learning-center/smart-money/how-much-should-i-contribute-to-my-401k Investing beyond your 401(k): https://www.fidelity.com/learning-center/trading-investing/taxable-brokerage-account 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.

  --------  

  7:36
• Year-end money moves: Deadlines and limits

  To help you start the new year strong, check out our year-end financial checklist. Join Money Unscripted host Ally Donnelly and Fidelity’s Leanna Devinney to see how to make the most of your 401(k), how to stay on top of HSA contribution limits and deadlines, and how to master strategies like tax-loss harvesting. 6 year-end deadlines to know: https://www.fidelity.com/learning-center/personal-finance/year-end-money-deadlines5 tax moves to consider before year-end: https://www.fidelity.com/learning-center/personal-finance/yearend-tax-planning-2023 What is an HSA and how does it work? https://www.fidelity.com/learning-center/money-unscripted/hsaRoth IRAs -- What to know: https://www.fidelity.com/learning-center/money-unscripted/roth-IRA View all episodes here: https://www.fidelity.com/learning-center/money-unscripted   Have a comment or episode idea? Email us at [email protected].  New episodes drop bi-weekly on Tuesdays.  Be sure to follow, like, and share Money Unscripted!   © 2024 FMR LLC. All rights reserved. 

  --------  

  14:36

More Business podcasts

Trending Business podcasts

About Money Unscripted

Money Unscripted: Podcasts in Family