Do you want to learn more about best financial practices to secure your future? The new “Money Unscripted” podcast is another tool to help strengthen your bottom line.
“Money Unscripted” is a bi-weekly podcast from Fidelity Investments that focuses on all issues financial. A synopsis of the podcast on Fidelity's website reads: “From careers to caregiving, paying for college to planning for retirement, we’re looking at the personal side of finance – jargon- and judgment-free.”
The podcast is free to the public; watch or listen on YouTube, Spotify, Apple podcasts, Audible and Pandora. View more information on the Fidelity event page.
Learn by Livestream
“Money Unscripted” is designed as a series of brief, topic-focused bits to increase your financial knowledge. If you want to dive in for more comprehensive information about vital topics, Fidelity and TIAA offer abundant learning opportunities. Several web-exclusive events, both live and by-demand, are available this month:
TIAA
- Basic Estate Planning Strategies
Thursday, May 16 – 3 p.m.
Learn the components of a basic estate plan and strategies to ensure that your wishes regarding assets you worked so hard for are met. - Make the Move Toward Long-Term Financial Security: Your Mid-Career Retirement Check-In
Tuesday, May 21 – 1 p.m.
This event will address the keys to successful money management: how to juggle competing financial demands and plot retirement saving strategies to put you on the path to lifelong financial security. - Write Your Next Chapter: 5 Steps to Setting Your Retirement Date
Tuesday, June 4 – noon
You’ll learn five steps to deciding when the time is right to retire, including estimating retirement expenses, closing any income gap and understanding key milestones that can impact your retirement finances.
Fidelity
- Getting Ready to Thrive in Retirement
Wednesday, May 8 – 2 p.m.
This “Women Talk Money” event will help you prepare in mind and finances for retirement, whether it’s 5-10 years up the road or you’re actively readying yourself to take the leap. - Healthcare Heroes: Take Control of Your Financial Future
Thursday, May 9 – 2 p.m.
Check in on your own financial health as special guest Alexis Nicole, a Level IV NICU nurse and digital creator, discusses building healthy money habits and planning for your future. - How to Create a Financial Legacy For Your Family
Wednesday, May 22 – 2 p.m.
This special event celebrates Asian American & Pacific Islander Heritage Month by recognizing your accomplishments and connecting you to resources to help build generational success.
Check In to Check Out
Webcasts and podcasts 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 Fidelity and TIAA representatives 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.