Episodes
Host Michael Davis is joined by Joshua Dietch, vice president of retirement thought leadership, and Rachel Weker, a frequent speaker on retirement topics such as financial wellness. Our experts from T. Rowe Price explain how we can better make the connection between our financial choices today and how they may influence our attitude or confidence toward retirement.
Published 03/14/22
If you have a 401(k) or retirement plan with a former employer, there are some options you have for that account. Our experts from T. Rowe Price discuss what you should consider before accessing your old 401(k) account. Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNER™ professionals Marty Allenbaugh and Samantha Smith.
Published 02/21/22
These employer-based savings accounts are a valuable retirement savings tool. Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNER™ professionals Jennifer Almeida and Samantha Smith. Our experts from T. Rowe Price explain how your employer savings plan works, so you are getting the most out of this retirement savings opportunity.
Published 02/21/22
Considering the whos, whats, whens, wheres, and whys of retirement can help keep your retirement plans on track. Our experts from T. Rowe Price tee up questions you should ask yourself before you retire that can help you be specific and intentional about your retirement vision. Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNER TM professionals, Stuart Ritter and Lindsay Theodore. This episode discusses the financial and nonfinancial aspects of retirement while focusing on lifestyle...
Published 01/31/22
This episode discusses the tax benefits of Traditional and Roth IRAs. Host Michael Davis is joined by Roger Young, a CERTIFIED FINANCIAL PLANNER™ professional, and Michael DiJoseph, a Chartered Financial Analyst. Our experts from T. Rowe Price explain how current and future tax rates may influence which IRA to choose.
Published 01/10/22
This episode covers the basics of individual retirement accounts (IRAs) and how to determine which type may be right for you. Host Michael Davis is joined by Christopher Ruby and Roger Young, who are both CERTIFIED FINANCIAL PLANNER™ professionals. Our experts from T. Rowe Price discuss the different types of IRAs—Traditional, Roth, SIMPLE, and SEP—and the tax benefits these accounts provide.
Published 01/10/22
We save for retirement over several years, but when we are retired, how do we know how much we can spend so our money will last? Host Michael Davis is joined by Sudipto Banerjee, Ph.D., and Stuart Ritter, a CERTIFIED FINANCIAL PLANNER professional. This episode discusses what expenses retirees are likely to have and how you can prepare for your future retirement spending needs.
Published 12/21/21
What can you do today to get ready for retirement? We’ve got some tips for you whether retirement is around the corner or decades away. Host Michael Davis is joined by Ope Afe, a Chartered Retirement Planning Counselor® and Judith Ward, a CERTIFIED FINANCIAL PLANNERTM professional. This episode discusses savings and investing decisions and goals you should consider to make the most of your retirement account.
Published 11/29/21
How much cash should you have available while you are working and when you are retired? Host Michael Davis is joined by Jeremy Flagg, a Chartered Retirement Planning Counselor® and Judith Ward, a CERTIFIED FINANCIAL PLANNERTM professional. This episode discusses cash and the role it plays in the finances of preretirees and retirees.
Published 11/08/21
You’ve seen the estimates that it will cost over $400,000 to pay for health care in retirement, but is that necessarily your reality? Host Michael Davis is joined by Sudipto Banerjee, Ph.D., and Stuart Ritter, a CERTIFIED FINANCIAL PLANNER professional. This episode discusses the potential range of health care expenses so you can better prepare for retirement.
Published 10/18/21
Talking about money matters with your family can be awkward, but don’t let that keep you from having these important conversations. Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNER professionals Marty Allenbaugh and Jean Dunn. This episode offers tips on how to start a conversation about family finances and what people can do to get their financial affairs in order.
Published 10/18/21
What can women do to secure their retirement? Plenty. T. Rowe Price experts discuss challenges women face and provide actionable steps women can take to take control of their retirement and overall finances. Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNER™ professionals Jean Dunn and Judith Ward. This episode discusses the impact of wage and lifetime income gaps on women’s retirement savings as well as the likelihood that women will have longer retirements than men.
Published 09/27/21
How do you decide whether to save for retirement or put that money towards other competing savings goals like debt repayment, saving for a home, or a child’s education? T. Rowe Price experts offer some tips on how to prioritize where to put your next dollar. Host Michael Davis is joined by Michael DiJoseph, a Chartered Financial Analyst® and Roger Young, a CERTIFIED FINANCIAL PLANNER™ professional. This episode focuses on ways people can catch up on saving for retirement as well as how to...
Published 09/27/21
It’s easy to feel uneasy about your retirement savings when financial markets go up and down. T. Rowe Price experts put these swings into perspective while helping you stay focused on your retirement. Host Michael Davis is joined by Michael DiJoseph, a Chartered Financial Analyst® and Judith Ward, a CERTIFIED FINANCIAL PLANNER™ professional. This episode explains what market volatility is and how investors both near and far from retirement can respond to it.
Published 09/27/21
Confident Conversations on Retirement is a podcast by T. Rowe Price designed to help you to make more informed decisions on your retirement. Series launches September 30th.
Published 09/20/21