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Get the retirement insights you need from the retirement leader who millions trust every day. This award-winning podcast equips you with knowledge, tools, and confidence to create the future you imagine. For 40 years, T. Rowe Price has been asking questions to gain a deep understanding of investors’ retirement challenges and goals. See where our curiosity can take you.
44 Episodes
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Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professionals Molly Burton and Lindsay Theodore to discuss an essential topic for anyone approaching or already in retirement: planning for the mid-to-later years of retirement. This period, often filled with unique challenges and opportunities, requires thoughtful preparation and a clear understanding of your options.
401(k) plans are tax-advantaged accounts that remain the backbone of a retirement savings strategy. Host Kim Zook is joined by Michael Davis, Head of Global Retirement Strategy, and CERTIFIED FINANCIAL PLANNER™ professional Roger Young to discuss the evolution, benefits, criticisms, and the future of 401(k) plans.
Host Michael Davis takes listeners for a walk down memory lane with this “best of” episode, where we revisit some of the most impactful and inspiring clips from the past three seasons of T. Rowe Price's CONFIDENT CONVERSATIONS® on Retirement podcast.
How much do you know about target date solutions? Host Francisco Negrón is joined by Head of Target Date Strategies at T. Rowe Price, Wyatt Lee, and CERTIFIED FINANCIAL PLANNER™ professional, Stuart Ritter. Together, they unpack the world of target date solutions, one of the most popular investment vehicles designed to simplify the path to retirement. Topics covered will include the history of target date solutions, along with their purpose and benefits.
Retiring early is a dream for many, but it requires careful planning and a commitment to financial independence. Host Francisco Negrón is joined by CERTIFIED FINANCIAL PLANNER™ professional Lindsay Theodore to discuss strategies, mindset, and financial considerations that can help you retire years ahead of the traditional timeline.
Is the thought of transitioning into retirement overwhelming to you? It can help to think of retirement not as an end, but as a new beginning. Host Francisco Negrón is joined by CERTIFIED FINANCIAL PLANNER™ professionals Sam Smith and Judith Ward to discuss strategies for setting goals and exploring new interests, insights, and inspiration to make the most of your retirement years and create a fulfilling and joyful post-work life.
When it comes to planning for income in retirement, there is incremental value in developing a plan customized for your personal financial situation, because there is no one size fits all solution. Host Francisco Negrón is joined by T. Rowe Price CERTIFIED FINANCIAL PLANNER™ professional Emily Herstein and Bill Meyer, head of Retiree Inc. to discuss how well-planned withdrawal strategies can help investors build financial security and enjoy their golden years.
Women face unique challenges when it comes to saving and investing. Host Francisco Negrón receives multi-generational insights from four T. Rowe Price financial experts to delve into actionable steps and valuable advice to help guide women to determine what motivates them in life and how they can connect that with their financial strategy.
Taxes can be a complex and often overwhelming subject. In this episode, we will review the simplest and most accessible options that investors have in order to be more tax savvy. Our experts from T. Rowe Price discuss how the right knowledge and planning can help you make informed decisions to minimize your tax burden and maximize your retirement savings and financial well-being. Host Francisco Negrón is joined by Roger Young, CERTIFIED FINANCIAL PLANNER™ professional and thought leadership director.
Are you considering soliciting financial advice but unsure if it’s worth the cost? Host Francisco Negrón is joined by T. Rowe Price experts—CERTIFIED FINANCIAL PLANNER™ professionals Emily Herstein and Matt Spratt—to discuss the different ways that financial professionals can add value to your savings journey and how these benefits can often outweigh the fees associated with their services.
Have you already retired but are considering returning to work? You aren’t alone. Host Francisco Negrón is joined by T. Rowe Price experts—CERTIFIED FINANCIAL PLANNER™ professional Stuart Ritter and Retirement Thought Leadership Director Sudipto Banerjee—to discuss the unretirement phenomenon, along with factors to consider before transitioning back into the workforce.
How do our beliefs and attitudes toward money shape our financial behaviors, impact our financial well-being, and influence our retirement planning? Host Francisco Negrón is joined by T. Rowe Price experts—CERTIFIED FINANCIAL PLANNER™ professionals Stuart Ritter and Matt Spratt—to discuss how the psychology of money influences our financial behavior and ways investors can cultivate a healthier and more empowered relationship with money on their journey to and through retirement.
In late 2022, Congress passed the SECURE 2.0 Act of 2022—known as SECURE 2.0—new retirement legislation that has widespread effects on retirement savings for individuals who are still contributing, as well as those who are already in retirement. Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNER™ professional Roger Young. Our experts from T. Rowe Price discuss some key provisions in the new law and what they mean for individuals.
Retirement planning comes with a range of questions, from how much to save to how to make your savings last. Host Christine Akins is joined by CERTIFIED FINANCIAL PLANNER™ professionals Erich Luebkert and Samantha Smith. Our experts from T. Rowe Price will tackle these topics as well as retirement expenses and how to find a financial professional. Other topics to be discussed include caregiving provisions, tax strategies, and working with financial professionals.
How can you have a productive conversation about finances between people who are spenders and savers or risk-takers and risk averse? Host Christine Akins is joined by CERTIFIED FINANCIAL PLANNER™ professionals Jean Dunn and Emily Herstein. Our experts from T. Rowe Price share some icebreaking tips on how to talk about money in a way that everyone can relate to.
If you are self-employed or own a small business, you may have a tough time relating to traditional retirement planning. In this episode, our experts from T. Rowe Price will share some retirement savings tips that apply to your situation. Host Christine Akins is joined by Roger Young, a CERTIFIED FINANCIAL PLANNER™ professional, and Alex Eaton, who specializes in helping small and mid-size businesses with their retirement plan options. Our experts will discuss accounts such as SEP-IRAs and SIMPLE IRAs and how small business owners can provide retirement savings options for their employees.
How much do you know about your workplace savings plan? Our experts from T. Rowe Price will
highlight some of the lesser-known features within your 401(k) plan. Host Christine Akins is joined by Jennifer Almeida, a CERTIFIED FINANCIAL PLANNER™, and Kelli Parris, a Chartered Retirement Planning Counselor, CRPC®. This episode will also discuss contribution and distribution options and other plan features, including auto-rebalance and auto-increase.
Unsure how to make sense of required minimum distributions, more commonly known as RMDs? Our experts from T. Rowe Price explain how to navigate taking RMDs and what strategies you may want to consider. Host Christine Akins is joined by CERTIFIED FINANCIAL PLANNER™ professionals Kelley Coates-Carter and Judith Ward. This episode will also cover how you can transfer your RMDs to charity through a qualified charitable distribution (QCD) and other options you have for reinvesting that money.
Do unpredictable markets and political events have you rethinking when you can retire? Our experts from T. Rowe Price discuss what you can prepare for and what changes to consider as retirement gets closer. Host Christine Akins is joined by CERTIFIED FINANCIAL PLANNER™ professionals Lindsay Theodore and Judith Ward. The conversation will also discuss the benefits of working longer and how to make your retirement savings last.
The racial and ethnic wealth gap is a growing problem in the United States, and this shows up in retirement plan participation and savings rates for Black and Hispanic workers. Host Christine Akins is joined by Jerome Clark, a Chartered Financial Analyst® and former portfolio manager of asset allocation target date strategies, and Sudipto Banerjee, a Ph.D. economist who is a retirement expert and has done extensive research on retirement topics. Our experts from T. Rowe Price will share their thoughts on what individuals and employers can do to help improve their retirement outcomes.
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