CONFIDENT CONVERSATIONS® on Retirement

T. Rowe Price · ebmcdn.net

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.

58 episodes

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Episodes 58

Staying Safe in a Digital World: How AI is Changing Financial Security and How to Respond
10d ago · 50:32
Host Jessica Sclafani talks with T. Rowe Price Chief Information Security Officer, Tom Quinn, and CERTIFIED FINANCIAL PLANNER® professional Lindsay Theodore, about how the malicious use of artificial intelligence (AI) is changing the world of financial fraud—and the tools to fight back. They discuss emerging threats such as deepfakes and AI-generated scams, the most common risks retirees may face, and how to recognize red flags before it's too late. The conversation also explores how AI is being used to strengthen fraud prevention, helping investors stay confident and secure in a rapidly evolv
How Global Diversification Helps Manage Risk and Capture Opportunity
1mo ago · 38:57
Host Jessica Sclafani talks with Som Priestley, CFA®, and CERTIFIED FINANCIAL PLANNER® professional Roger Young, about why international investing continues to play a vital role in a diversified portfolio. They discuss how global diversification can help manage risk, how global markets offer access to many of the world’s leading companies, and how behavioral biases like home-country and recency bias can affect decisions. The conversation also explores tariffs, currency effects, and how to stay globally balanced through market shifts.
Finding a Financial Advisor Who Shares Your Vision and Goals
2mo ago · 1:01:16
Host Jessica Sclafani is joined by CERTIFIED FINANCIAL PLANNER® professionals Emily Herstein and Matt Spratt to discuss practical steps for finding the right financial professional. Building on our earlier conversation in Season 3 about the value of financial advice, they share what to look for when hiring an advisor, from credentials and communication style to trust and compatibility. Listeners will learn how a financial professional can help set clear goals, personalize your plan, and give you confidence in your financial decisions.
360° Retirement Tax Planning Minimize Lifetime Taxes and Extend Your Portfolio
5mo ago · 48:58
Host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professionals Mycha Marshall and Roger Young for a 360° look at tax planning before and during retirement. Learn how to optimize withdrawals across different account types, tackle the Social Security “tax torpedo,” time Roth conversions, and manage RMDs. Plus, explore advanced strategies like Qualified Charitable Distributions and tax-loss harvesting, and walk away with practical steps to help minimize lifetime taxes and extend your portfolio.
Strategies to Balance Retirement Savings With Multigenerational Care
6mo ago · 46:34
Caring for both children and aging parents—while planning for your own retirement— takes strategy and intention. In this episode, host Jessica Sclafani joins CERTIFIED FINANCIAL PLANNER® professionals Mycha Marshall and Emily Herstein to unpack the unique financial and emotional dynamics of the “sandwich generation.” From setting boundaries with adult children to planning for long-term care costs, this discussion provides practical strategies to help you stay in control and confident as you manage multigenerational caregiving and your own future.
How ETFs Help You Defer Taxes – and Boost Long-Term Growth Potential
7mo ago · 50:27
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.
Social Security Planning for Women: Timing, Benefits, and More
8mo ago · 40:33
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 coordinat
How to Connect Your Savings With Your Life Goals—Now and in the Future
9mo ago · 38:30
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.
Common Retirement Savings Mistakes and How to Avoid Them
1y ago · 56:24
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.
Traditional and Alternative Investments for Retirement Savings: The Unique Benefits of Each
1y ago · 36:45
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.
Adapting Your Spending Habits in Retirement: Why to Plan Ahead
1y ago · 35:42
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.
Innovative Approaches to Tailoring Your Retirement Income Plan
1y ago · 47:33
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.
Don't Miss Out: Unlock the Power of Your Social Security Benefits
1y ago · 45:41
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.
Navigating Inflation and Market Volatility: How to Help Manage Your Portfolio
1y ago · 25:55
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.
Living and Long-Term Care Considerations for the Second Half of Retirement
1y ago · 50:02
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.
Taking Advantage of 50 Years of Retirement Innovation Inspired by ERISA
1y ago · 34:26
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.
The Best of CONFIDENT CONVERSATIONS® on Retirement: Highlights and Insights Over the Years
1y ago · 45:24
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.
The Evolution & Impact of Target Date Solutions on Modern Investing
2y ago · 34:06
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.
Retire Early: Embrace Financial Freedom and Design Your Ideal Lifestyle
2y ago · 37:11
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.
Practicing Retirement: Maintaining Purpose & Thriving
2y ago · 19:57
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.
Retirement Income Planning: Building Financial Stability & Freedom
2y ago · 36:18
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 & Money: Aligning Your Financial Strategy With Your Motivation
2y ago · 50:08
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.
Tax Planning Strategies to Help Maximize Savings To and Through Retirement
2y ago · 39:03
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.
The Value of Financial Advice: Is it Right for Your Savings Goals?
2y ago · 28:48
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.
"Unretirement": Why Recent Retirees Are Going Back to Work
2y ago · 40:58
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.

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CONFIDENT CONVERSATIONS® on Retirement

Episodes 58

Staying Safe in a Digital World: How AI is Changing Financial Security and How to Respond

How Global Diversification Helps Manage Risk and Capture Opportunity

Finding a Financial Advisor Who Shares Your Vision and Goals

360° Retirement Tax Planning Minimize Lifetime Taxes and Extend Your Portfolio

Strategies to Balance Retirement Savings With Multigenerational Care

How ETFs Help You Defer Taxes – and Boost Long-Term Growth Potential

Social Security Planning for Women: Timing, Benefits, and More

How to Connect Your Savings With Your Life Goals—Now and in the Future

Common Retirement Savings Mistakes and How to Avoid Them

Traditional and Alternative Investments for Retirement Savings: The Unique Benefits of Each

Adapting Your Spending Habits in Retirement: Why to Plan Ahead

Innovative Approaches to Tailoring Your Retirement Income Plan

Don't Miss Out: Unlock the Power of Your Social Security Benefits

Navigating Inflation and Market Volatility: How to Help Manage Your Portfolio

Living and Long-Term Care Considerations for the Second Half of Retirement

Taking Advantage of 50 Years of Retirement Innovation Inspired by ERISA

The Best of CONFIDENT CONVERSATIONS® on Retirement: Highlights and Insights Over the Years

The Evolution & Impact of Target Date Solutions on Modern Investing

Retire Early: Embrace Financial Freedom and Design Your Ideal Lifestyle

Practicing Retirement: Maintaining Purpose & Thriving

Retirement Income Planning: Building Financial Stability & Freedom

Women & Money: Aligning Your Financial Strategy With Your Motivation

Tax Planning Strategies to Help Maximize Savings To and Through Retirement

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

"Unretirement": Why Recent Retirees Are Going Back to Work

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Episodes 58

Staying Safe in a Digital World: How AI is Changing Financial Security and How to Respond

How Global Diversification Helps Manage Risk and Capture Opportunity

Finding a Financial Advisor Who Shares Your Vision and Goals

360° Retirement Tax Planning Minimize Lifetime Taxes and Extend Your Portfolio

Strategies to Balance Retirement Savings With Multigenerational Care

How ETFs Help You Defer Taxes – and Boost Long-Term Growth Potential

Social Security Planning for Women: Timing, Benefits, and More

How to Connect Your Savings With Your Life Goals—Now and in the Future

Common Retirement Savings Mistakes and How to Avoid Them

Traditional and Alternative Investments for Retirement Savings: The Unique Benefits of Each

Adapting Your Spending Habits in Retirement: Why to Plan Ahead

Innovative Approaches to Tailoring Your Retirement Income Plan

Don't Miss Out: Unlock the Power of Your Social Security Benefits

Navigating Inflation and Market Volatility: How to Help Manage Your Portfolio

Living and Long-Term Care Considerations for the Second Half of Retirement

Taking Advantage of 50 Years of Retirement Innovation Inspired by ERISA

The Best of CONFIDENT CONVERSATIONS® on Retirement: Highlights and Insights Over the Years

The Evolution & Impact of Target Date Solutions on Modern Investing

Retire Early: Embrace Financial Freedom and Design Your Ideal Lifestyle

Practicing Retirement: Maintaining Purpose & Thriving

Retirement Income Planning: Building Financial Stability & Freedom

Women & Money: Aligning Your Financial Strategy With Your Motivation

Tax Planning Strategies to Help Maximize Savings To and Through Retirement

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

"Unretirement": Why Recent Retirees Are Going Back to Work

Podcast 森辺一樹のグローバル・マーケティング〜すべてはアジアで売るために〜