Money Unscripted

Estate planning is a process that’s full of emotions. And full of questions. Where do you start? Who should be part of the conversation? And what are the key documents you need? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Pamela Pirone-Benson break down everything from writing a will and setting up a trust to choosing your power of attorney and navigating estate taxes. Watch now.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Estate-Planning-2026_Audio.pdf

5 steps to create an estate plan: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-made-easy

10 Estate planning pitfalls to avoid: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-common-pitfalls

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

© 2025 FMR LLC. All rights reserved.

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 retired early–on their terms. Fidelity VP and Regional Planning Leader Andy Alvarez joins the conversation to break down the key questions anyone should consider as they think about retirement. How much do you really need to retire? How can you turn retirement savings into reliable retirement income? What could a retirement budget look like, and how can you help your money last as inflation drives up costs? If retirement is on your radar, watch now.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Retire-Early_Audio.pdf

How to feel financially secure in retirement: https://www.fidelity.com/learning-center/personal-finance/benefits-of-annuities

How to safeguard your retirement: https://www.fidelity.com/learning-center/personal-finance/retirement-asset-allocation

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 moneyunscripted@fidelity.com.

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. 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 down. Fidelity VP and Branch Leader Andy Alvarez joins to share what you can do now to help protect yourself and your finances from the unknown. See how to help build your retirement income, boost emergency savings, and when to revisit your long-term plan to try and safeguard against market swings and inflation. Watch now.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_EPG-Audio.pdf

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

© 2026 FMR LLC. All rights reserved.

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 with Fidelity Vice President of Advanced Planning Pamela Pirone-Benson to explain how wills and trusts work, who may need them, when you may need to go through probate, the difference between a revocable and irrevocable trust, and why estate planning isn’t just for the wealthy. Watch now.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Wills-and-Trusts_Audio.pdf 

Revocable and irrevocable trusts: https://www.fidelity.com/viewpoints/wealth-management/insights/revocable-and-irrevocable-trusts

Wills and estate planning for parents: https://www.fidelity.com/learning-center/life-events/wills-and-estate-planning-for-parents/

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

© 2026 FMR LLC. All rights reserved.

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  needed to take charge of her financial plan–for life on a single income. Fidelity CFP Alex Roca joins the conversation to  break down the essentials of solo planning: building a realistic budget for money management, investing with confidence, and thinking ahead for retirement and estate planning.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Soloist_Audio.pdf 

6 money considerations for single women: https://www.fidelity.com/learning-center/women-talk-money/6-steps-for-single-women

Estate planning for singles: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-for-singles

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 moneyunscripted@fidelity.com.

Be sure to follow, like, and share Money Unscripted!

© 2026 FMR LLC. All rights reserved.