
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.
May 15, 2024
19 min

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.
Apr 18, 2024
36 min

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.
Mar 6, 2024
50 min

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.
Feb 14, 2024
39 min

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.
Jan 18, 2024
28 min

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.
Dec 13, 2023
40 min

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.
Nov 15, 2023
35 min

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.
Apr 4, 2023
21 min

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.
Dec 19, 2022
30 min

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.
Dec 19, 2022
29 min
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