
ETFs offer unique structural benefits that can help investors better manage taxes—especially in taxable accounts. In this episode, we break down how in-kind redemptions work, what makes some ETFs more tax-efficient than others, and what to look for when building a portfolio. You’ll hear practical guidance on how ETFs can support retirement income strategies.
Jan 15
50 min

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.
Dec 11, 2025
40 min

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.
Nov 13, 2025
38 min

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.
Jun 12, 2025
56 min

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.
May 15, 2025
36 min

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.
Apr 10, 2025
35 min

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.
Nov 21, 2024
34 min

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.
Oct 8, 2024
45 min

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.
Jun 20, 2024
37 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
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