Looking for a new podcast that can improve your financial know-how? Fidelity Investment’s “Money Unscripted” specializes in simplifying jargon and offering user-friendly guidance to boost your knowledge and confidence about money matters.

A cheat sheet for general financial topics, “Money Unscripted” addresses topics including saving for retirement, building wealth, investing for college, health care after retirement, and more. Each episode is usually 20 minutes or less, so you can listen while you’re running errands, making dinner or taking the dog for a walk.

“Money Unscripted” is offered free of charge on YouTube, Spotify, Apple Podcasts, Audible and Pandora.

Fidelity is one of U-M’s trusted partners in administering its Retirement Savings Plans.

Learn by Livestream

Fidelity and TIAA offer live and on-demand events each month so you can learn more about topics of your interest. These events are free and take place on Eastern Time.

Fidelity

Medicare 101: Planning and Enrollment Basics
Wednesday, May 7; noon - 1 p.m.

You’ll learn Medicare basics to help you make the financial choices that fit your needs when the time is right. Topics include:

• Types of Medicare and options for additional coverage
• How to balance cost and coverage
• Tips for meeting enrollment deadlines and avoiding penalties

Women Talk Money: Creating a Roadmap for the Costs of Caregiving
Wednesday, May 14; 2 - 2:45 p.m. ET

Financial journalist/author Beth Pinsker will share her story of caring for her mom and provide tools to help participants put a plan in place so they can focus on what’s most important.

Topics will include:

• Expected and unexpected costs of caregiving
• Tips for having family conversations about aging, care and finances
• How a financial professional can help you plan for caregiving costs, and where long-term care might fit into your plan
• Resources to help you get organized and simplify your to-do list

Smart Money: How to Boost Your Investing Skills
Thursday, May 15; noon - 12:30 p.m.

This “investing 101” session will help beginners learn more about the process so they can make savvy investments. Topics will include:

• Tips to help you make better investing decisions
• Tactics for choosing accounts and investments
• Ways to minimize investing costs
• How to get help from pros when you need it

View Fidelity’s public resources at fidelityevents.com/allevents/special.

TIAA

TIAA offers a curated library of on-demand webinars that address three main subjects: 

• Save for your goals
• Manage your finances
• Protect your future

To explore TIAA's webinar library and view events that interest you, go to the TIAA Webinar Lounge. 

Check In to Check Out

Events are great ways to increase your financial knowledge, but they can't replace personal connection with your TIAA or Fidelity retirement specialist. You can meet with a strategist virtually, by phone or in person for optimal convenience. Evolving technology allows them to screen-share so you can see your account information in real-time.  

To schedule your one-on-one appointment:

• Visit Fidelity's scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight. Fidelity offers appointments exclusively for U-M employees every Tuesday from 8:30 a.m. to 5 p.m.
• Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m.

Help at MHealthy

MHealthy also offers several resources to assist faculty and staff with improving their financial well-being. These include education programs and resources, coaches, and immediate assistance for those who need help now.