Claim OwnershipCONFIDENT CONVERSATIONS® on Retirement
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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 over 50 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.
52 Episodes
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Navigating Social Security can feel complicated—especially for women, who often face unique challenges like longer life expectancy, career breaks, and lower lifetime earnings. But with the right knowledge, it becomes a powerful tool for retirement planning. In this episode, host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professionals Stuart Ritter and Judith Ward, for a practical and encouraging discussion on how women—and their spouse if they have one—can make informed, confident Social Security decisions. From understanding benefit basics to timing strategies and coordinating with other income sources, this conversation is designed to help women feel more empowered about their financial future.
Balancing your desire to live fully today with the need to plan for tomorrow can feel overwhelming —but it doesn’t have to be. In this episode, host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professional, Stuart Ritter, and Retirement Strategist Rachel Weker to explore how to confidently save for short- to long-term financial goals. Whether you're setting aside money for a vacation, building an emergency fund, or planning for retirement, this conversation offers a practical and inspiring roadmap.
Retirement planning can be complex, and it's easy to make mistakes
along the way. But with the right information, you can steer clear of these common pitfalls. Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professionals Judith Ward and Lindsay Theodore to discuss our experiences with retirement savings mistakes and how to avoid them.
Host Kim Zook is joined by Multi-Asset Portfolio Specialist Kathryn Farrell and CERTIFIED FINANCIAL PLANNER™ professional Stuart Ritter to discuss the differences between traditional and alternative investments for your retirement, including what they are, how they work, and which might be right for your investment goals.
Research shows that spending tends to decrease in retirement, but this decline isn't always steady and predictable. To prepare, you must adapt and develop plans to manage both essential and non-essential expenses. Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professional Lindsay Theodore and Sudipto Banerjee, Ph.D., Global Retirement Strategist at T. Rowe Price to discuss how thoughtful spending plans can lead to a more assured and satisfying retirement.
Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professional Roger Young and Global Retirement Strategist Jessica Sclafani to discuss a critical topic for retirees: personalizing your retirement income needs, solutions, and drawdown strategies. Whether you're gearing up for retirement, already retired, or simply interested in the current trends in retirement income planning, this episode is filled with valuable and insightful information you won't want to miss.
Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professionals Stuart Ritter and Lindsay Theodore to discuss Social Security and how it works overall, using some examples based on specific situations. The goal of this episode is to truly simplify the core of Social Security by focusing on what you need to know about the power and importance of Social Security as part of a retirement income strategy.
When prices are rising and markets feel uncertain, making sound investment decisions may be overwhelming. In this podcast, we’ll discuss inflation and market volatility and provide you with practical strategies that can help you weather the storm. Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professionals Emily Herstein and Matt Spratt to discuss navigating inflation and market volatility.
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.
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