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 40 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.
How can you protect your portfolio from inflation and uncertain markets? Unlock the power of your Social Security benefits? Prepare for housing and care in the second half of retirement? Or determine a drawdown strategy to fit your personal retirement income needs?
Host Kim Zook and our financial experts have you covered. Catch our fourth season now for insights to help you make confident decisions.
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.
Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNERTM 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.
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 PLANNERTM professionals Emily Herstein and Matt Spratt to discuss navigating inflation and market volatility.
Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNERTM 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.
Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNERTM 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.
Kimberly Zook is the head of U.S. Intermediaries (USI) Retirement, leading the overall vision, strategy, and execution for defined contribution investment-only (DCIO) and insurance businesses. She is a member of the USI Executive team and the firm’s Retirement Leadership Council. She also is an active member of the business resource groups PRIDE, WAVE, and VALOR. Kim is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Investment Services, Inc., and T. Rowe Price Trust Company.
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CONFIDENT CONVERSATIONS® on Retirement is provided for general and educational purposes only, and is not intended to provide legal, tax, or investment advice. This podcast does not provide recommendations concerning investments, investment strategies, or account types; it is not individualized to the needs of any specific investor and is not intended to suggest that any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. Investors will need to consider their own circumstances before making an investment decision. All investments involve risk, including possible loss of principal.
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T. Rowe Price CONFIDENT CONVERSATIONS® on Retirement podcast series was a 2022 MarCom Gold Winner in the Video/Audio | Audio/Radio | 315c. Podcast Series category. It was also a 2023 P&I Eddy first-place winner in the Special Projects: generic category, a second-place winner in the Financial Wellness: generic category, a third-place winner in the Pre-retirement Preparation: generic category.
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