40 episodios

CONFIDENT CONVERSATIONS® on Retirement is a podcast by T. Rowe Price designed to help you make more informed decisions on your retirement. The podcast features our experts sharing their perspectives and providing you with tangible strategies on a range of retirement-related topics.

CONFIDENT CONVERSATIONS® on Retirement T. Rowe Price

    • Economía y empresa

CONFIDENT CONVERSATIONS® on Retirement is a podcast by T. Rowe Price designed to help you make more informed decisions on your retirement. The podcast features our experts sharing their perspectives and providing you with tangible strategies on a range of retirement-related topics.

    Retire Early: Embrace Financial Freedom and Design Your Ideal Lifestyle

    Retire Early: Embrace Financial Freedom and Design Your Ideal Lifestyle

    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.

    • 37 min
    Practicing Retirement: Maintaining Purpose & Thriving

    Practicing Retirement: Maintaining Purpose & Thriving

    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.

    • 19 min
    Retirement Income Planning: Building Financial Stability & Freedom

    Retirement Income Planning: Building Financial Stability & Freedom

    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.

    • 36 min
    Women & Money: Aligning Your Financial Strategy With Your Motivation

    Women & Money: Aligning Your Financial Strategy With Your Motivation

    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.

    • 50 min
    Tax Planning Strategies to Help Maximize Savings To and Through Retirement

    Tax Planning Strategies to Help Maximize Savings To and Through Retirement

    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.

    • 39 min
    The Value of Financial Advice: Is it Right for Your Savings Goals?

    The Value of Financial Advice: Is it Right for Your Savings Goals?

    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.

    • 28 min

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