CONFIDENT CONVERSATIONSTM ON RETIREMENT PODCAST
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Michael DiJoseph, CFA
It’s easy to feel uneasy about your retirement savings when financial markets go up and down. Our experts put these swings into perspective while helping you stay focused on your retirement.
In this episode, host Michael Davis is joined by Michael DiJoseph and Judith Ward. Listen to understand what market volatility is and how investors both near and far from retirement can respond to it.
Keep Reading: Saving for Retirement
Judith Ward, CFP® is a senior Retirement Insights manager who provides guidance on personal finance and retirement-related topics for individuals. She is a vice president of T. Rowe Price Associates, Inc.
Michael DiJoseph is a senior Retirement Insights manager and subject matter expert in retirement and investing topics. He is a vice president of T. Rowe Price Advisory Services, Inc., and T. Rowe Price Trust Company.
Michael DiJoseph, CFA
It’s easy to feel uneasy about your retirement savings when financial markets go up and down. Our experts put these swings into perspective while helping you stay focused on your retirement.
In this episode, host Michael Davis is joined by Michael DiJoseph and Judith Ward. Listen to understand what market volatility is and how investors both near and far from retirement can respond to it.
Keep Reading: Saving for Retirement
Judith Ward, CFP® is a senior Retirement Insights manager who provides guidance on personal finance and retirement-related topics for individuals. She is a vice president of T. Rowe Price Associates, Inc.
Michael DiJoseph is a senior Retirement Insights manager and subject matter expert in retirement and investing topics. He is a vice president of T. Rowe Price Advisory Services, Inc., and T. Rowe Price Trust Company.
Roger Young, CFP®
How do you decide whether to save for retirement or put that money toward other competing savings goals like debt repayment, saving for a home, or a child’s education? Our experts offer tips on how to prioritize where to put your next dollar.
In this episode, host Michael Davis is joined by Michael DiJoseph and Roger Young. Listen to learn ways you can catch up on saving for retirement as well as how to prioritize short- and long-term financial goals.
Keep Reading: Saving for Retirement
Michael DiJoseph is a senior Retirement Insights manager and subject matter expert in retirement and investing topics. He is a vice president of T. Rowe Price Advisory Services, Inc., and T. Rowe Price Trust Company.
Roger Young, CFP® is a senior Retirement Insights manager for Individual Investors and a subject matter expert in retirement and personal finance topics. Roger is a vice president of T. Rowe Price Associates, Inc.
Roger Young, CFP®
How do you decide whether to save for retirement or put that money toward other competing savings goals like debt repayment, saving for a home, or a child’s education? Our experts offer tips on how to prioritize where to put your next dollar.
In this episode, host Michael Davis is joined by Michael DiJoseph and Roger Young. Listen to learn ways you can catch up on saving for retirement as well as how to prioritize short- and long-term financial goals.
Keep Reading: Saving for Retirement
Michael DiJoseph is a senior Retirement Insights manager and subject matter expert in retirement and investing topics. He is a vice president of T. Rowe Price Advisory Services, Inc., and T. Rowe Price Trust Company.
Roger Young, CFP® is a senior Retirement Insights manager for Individual Investors and a subject matter expert in retirement and personal finance topics. Roger is a vice president of T. Rowe Price Associates, Inc.
Jean Dunn, CFP®
What can women do to feel more confident in their retirement? Plenty. Our experts discuss challenges women face and provide actionable steps to take control of their retirement and overall finances.
In this episode, host Michael Davis is joined by Jean Dunn and Judith Ward. Listen to learn how wage and lifetime income gaps impact women’s retirement savings as well as the likelihood that women will have longer retirements than men.
Keep Reading: Planning for Retirement
Judith Ward, CFP® is a senior Retirement Insights manager who provides guidance on personal finance and retirement-related topics for individuals. She is a vice president of T. Rowe Price Associates, Inc.
Jean Dunn, CFP® is an Insights leader in the U.S. Intermediaries: Product & Marketing Group. She is a vice president of T. Rowe Price Investment Services, Inc.
Jean Dunn, CFP®
What can women do to feel more confident in their retirement? Plenty. Our experts discuss challenges women face and provide actionable steps to take control of their retirement and overall finances.
In this episode, host Michael Davis is joined by Jean Dunn and Judith Ward. Listen to learn how wage and lifetime income gaps impact women’s retirement savings as well as the likelihood that women will have longer retirements than men.
Keep Reading: Planning for Retirement
Judith Ward, CFP® is a senior Retirement Insights manager who provides guidance on personal finance and retirement-related topics for individuals. She is a vice president of T. Rowe Price Associates, Inc.
Jean Dunn, CFP® is an Insights leader in the U.S. Intermediaries: Product & Marketing Group. She is a vice president of T. Rowe Price Investment Services, Inc.
Marty Allenbaugh, CFP®
Talking about money matters with your family can be awkward, but don’t let that keep you from having these important conversations.
In this episode, host Michael Davis is joined by Marty Allenbaugh and Jean Dunn. Listen for tips on how to start a conversation about family finances and what you can do to get your financial affairs in order.
Keep Reading: Planning for Retirement
Jean Dunn, CFP® is an Insights leader in the U.S. Intermediaries: Product & Marketing Group. She is a vice president of T. Rowe Price Investment Services, Inc.
Marty Allenbaugh, CPWA® CFP® is a Senior Advisor with the Private Client Group working directly with high-net-worth clients and their families.
Marty Allenbaugh, CFP®
Talking about money matters with your family can be awkward, but don’t let that keep you from having these important conversations.
In this episode, host Michael Davis is joined by Marty Allenbaugh and Jean Dunn. Listen for tips on how to start a conversation about family finances and what you can do to get your financial affairs in order.
Keep Reading: Planning for Retirement
Jean Dunn, CFP® is an Insights leader in the U.S. Intermediaries: Product & Marketing Group. She is a vice president of T. Rowe Price Investment Services, Inc.
Marty Allenbaugh, CPWA® CFP® is a Senior Advisor with the Private Client Group working directly with high-net-worth clients and their families.
Stuart Ritter, CFP®
You’ve seen the estimates that it will cost over $400,000 to pay for health care in retirement, but is that necessarily your reality?
In this episode, host Michael Davis is joined by Sudipto Banerjee and Stuart Ritter. Listen to a discussion on the potential range of health care expenses so you can better prepare for retirement.
Keep Reading: Preparing for Retirement
Sudipto Benerjee, Ph.D. is a senior manager in the Retirement Thought Leadership group. He is also a vice president of T. Rowe Price Associates.
Stuart Ritter, CFP® is the Retirement Insights leader for T. Rowe Price U.S. Intermediaries. He is on the board of MakingChange, a nonprofit community organization that supports financial education.
Stuart Ritter, CFP®
You’ve seen the estimates that it will cost over $400,000 to pay for health care in retirement, but is that necessarily your reality?
In this episode, host Michael Davis is joined by Sudipto Banerjee and Stuart Ritter. Listen to a discussion on the potential range of health care expenses so you can better prepare for retirement.
Keep Reading: Preparing for Retirement
Sudipto Benerjee, Ph.D. is a senior manager in the Retirement Thought Leadership group. He is also a vice president of T. Rowe Price Associates.
Stuart Ritter, CFP® is the Retirement Insights leader for T. Rowe Price U.S. Intermediaries. He is on the board of MakingChange, a nonprofit community organization that supports financial education.
Jeremy Flagg, CRPC®
How much cash should you have available while you are working and when you are retired?
In this episode, host Michael Davis is joined by Jeremy Flagg and Judith Ward. Listen to a discussion on cash and the role it plays in the finances of preretirees and retirees.
Keep Reading: Planning for Retirement
Judith Ward, CFP® is a senior Retirement Insights manager who provides guidance on personal finance and retirement-related topics for individuals. She is a vice president of T. Rowe Price Associates, Inc.
Jeremy Flagg, CRPC® is a relationship manager on the Individual Investors' relationship management team for T. Rowe Price Investment Services
Jeremy Flagg, CRPC®
How much cash should you have available while you are working and when you are retired?
In this episode, host Michael Davis is joined by Jeremy Flagg and Judith Ward. Listen to a discussion on cash and the role it plays in the finances of preretirees and retirees.
Keep Reading: Planning for Retirement
Judith Ward, CFP® is a senior Retirement Insights manager who provides guidance on personal finance and retirement-related topics for individuals. She is a vice president of T. Rowe Price Associates, Inc.
Jeremy Flagg, CRPC® is a relationship manager on the Individual Investors' relationship management team for T. Rowe Price Investment Services
Ope Afe, CRPC®
What can you do today to get ready for retirement? We’ve got some tips for you whether retirement is around the corner or decades away.
In this episode, host Michael Davis is joined by Ope Afe and Judith Ward. Listen to a discussion on savings and investing decisions, and goals you should consider to make the most of your retirement account.
Keep Reading: Preparing for Retirement
Judith Ward, CFP® is a senior Retirement Insights manager who provides guidance on personal finance and retirement-related topics for individuals. She is a vice president of T. Rowe Price Associates, Inc.
Ope Afe, CRPC® is a senior relationship manager on the Individual Investors relationship management team.
Ope Afe, CRPC®
What can you do today to get ready for retirement? We’ve got some tips for you whether retirement is around the corner or decades away.
In this episode, host Michael Davis is joined by Ope Afe and Judith Ward. Listen to a discussion on savings and investing decisions, and goals you should consider to make the most of your retirement account.
Keep Reading: Preparing for Retirement
Judith Ward, CFP® is a senior Retirement Insights manager who provides guidance on personal finance and retirement-related topics for individuals. She is a vice president of T. Rowe Price Associates, Inc.
Ope Afe, CRPC® is a senior relationship manager on the Individual Investors relationship management team.
Stuart Ritter, CFP®
We save for retirement over several years, but when we are retired, how do we know how much we can spend so our money will last?
In this episode, host Michael Davis is joined by Sudipto Banerjee and Stuart Ritter. Listen to learn more about retirees’ most common expenses and how you can prepare for your future retirement spending needs.
Keep Reading: Living for Retirement
Sudipto Benerjee, Ph.D. is a senior manager in the Retirement Thought Leadership group. He is also a vice president of T. Rowe Price Associates.
Stuart Ritter, CFP® is the Retirement Insights leader for T. Rowe Price U.S. Intermediaries. He is on the board of MakingChange, a nonprofit community organization that supports financial education.
Stuart Ritter, CFP®
We save for retirement over several years, but when we are retired, how do we know how much we can spend so our money will last?
In this episode, host Michael Davis is joined by Sudipto Banerjee and Stuart Ritter. Listen to learn more about retirees’ most common expenses and how you can prepare for your future retirement spending needs.
Keep Reading: Living for Retirement
Sudipto Benerjee, Ph.D. is a senior manager in the Retirement Thought Leadership group. He is also a vice president of T. Rowe Price Associates.
Stuart Ritter, CFP® is the Retirement Insights leader for T. Rowe Price U.S. Intermediaries. He is on the board of MakingChange, a nonprofit community organization that supports financial education.
Roger Young, CFP®
This episode covers the basics of individual retirement accounts (IRAs) and how to determine which type may be right for you.
Host Michael Davis is joined by Christopher Ruby and Roger Young, who are both CERTIFIED FINANCIAL PLANNER™ professionals.
Our experts from T. Rowe Price discuss the different types of IRAs—Traditional, Roth, SIMPLE, and SEP—and the tax benefits these accounts provide.
Keep Reading: Saving for Retirement
Christopher Ruby, CFP® is a senior client liaison with the Private Client Group.
Roger Young, CFP® is a senior Retirement Insights manager for Individual Investors and a subject matter expert in retirement and personal finance topics. Roger is a vice president of T. Rowe Price Associates, Inc.
Roger Young, CFP®
This episode covers the basics of individual retirement accounts (IRAs) and how to determine which type may be right for you.
Host Michael Davis is joined by Christopher Ruby and Roger Young, who are both CERTIFIED FINANCIAL PLANNER™ professionals.
Our experts from T. Rowe Price discuss the different types of IRAs—Traditional, Roth, SIMPLE, and SEP—and the tax benefits these accounts provide.
Keep Reading: Saving for Retirement
Christopher Ruby, CFP® is a senior client liaison with the Private Client Group.
Roger Young, CFP® is a senior Retirement Insights manager for Individual Investors and a subject matter expert in retirement and personal finance topics. Roger is a vice president of T. Rowe Price Associates, Inc.
Roger Young, CFP®
This episode discusses the tax benefits of Traditional and Roth IRAs.
Host Michael Davis is joined by Roger Young, a CERTIFIED FINANCIAL PLANNERTM professional, and Michael DiJoseph, a Chartered Financial Analyst.
Our experts from T. Rowe Price explain how current and future tax rates may influence which IRA to choose.
Keep Reading: Saving for Retirement
Michael DiJoseph is a senior Retirement Insights manager and subject matter expert in retirement and investing topics. He is a vice president of T. Rowe Price Advisory Services, Inc., and T. Rowe Price Trust Company.
Roger Young, CFP® is a senior Retirement Insights manager for Individual Investors and a subject matter expert in retirement and personal finance topics. Roger is a vice president of T. Rowe Price Associates, Inc.
Roger Young, CFP®
This episode discusses the tax benefits of Traditional and Roth IRAs.
Host Michael Davis is joined by Roger Young, a CERTIFIED FINANCIAL PLANNERTM professional, and Michael DiJoseph, a Chartered Financial Analyst.
Our experts from T. Rowe Price explain how current and future tax rates may influence which IRA to choose.
Keep Reading: Saving for Retirement
Michael DiJoseph is a senior Retirement Insights manager and subject matter expert in retirement and investing topics. He is a vice president of T. Rowe Price Advisory Services, Inc., and T. Rowe Price Trust Company.
Roger Young, CFP® is a senior Retirement Insights manager for Individual Investors and a subject matter expert in retirement and personal finance topics. Roger is a vice president of T. Rowe Price Associates, Inc.
Lindsay Theodore, CFP®
Considering the whos, whats, whens, wheres, and whys of retirement can help keep your retirement plans on track. Our experts from T. Rowe Price tee up questions you should ask yourself before you retire that can help you be specific and intentional about your retirement vision.
Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNERTM professionals Stuart Ritter and Lindsay Theodore.
This episode will discuss the financial and nonfinancial aspects of retirement while focusing on lifestyle and purpose.
Keep Reading: Planning for Retirement
Stuart Ritter, CFP® is the Retirement Insights leader for T. Rowe Price U.S. Intermediaries. He is on the board of MakingChange, a nonprofit community organization that supports financial education.
Lindsay Theodore, CFP® is a senior financial advisor in T. Rowe Price Advisory Services.
Lindsay Theodore, CFP®
Considering the whos, whats, whens, wheres, and whys of retirement can help keep your retirement plans on track. Our experts from T. Rowe Price tee up questions you should ask yourself before you retire that can help you be specific and intentional about your retirement vision.
Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNERTM professionals Stuart Ritter and Lindsay Theodore.
This episode will discuss the financial and nonfinancial aspects of retirement while focusing on lifestyle and purpose.
Keep Reading: Planning for Retirement
Stuart Ritter, CFP® is the Retirement Insights leader for T. Rowe Price U.S. Intermediaries. He is on the board of MakingChange, a nonprofit community organization that supports financial education.
Lindsay Theodore, CFP® is a senior financial advisor in T. Rowe Price Advisory Services.
Samantha Smith, CFP®
These employer-based savings accounts are a valuable retirement savings tool.
Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNERTM professionals Jennifer Almeida and Samantha Smith.
Our experts from T. Rowe Price will explain how your employer savings plan works, so you are getting the most out of this retirement savings opportunity.
Keep Reading: Saving for Retirement
Jennifer Almeida, CFP® is a member of the Employee Meeting Team for T. Rowe Price Retirement Plan Services, Inc.
Samantha Smith, CFP,® CRPC® is a member of the Employee Meeting Team for T. Rowe Price Retirement Plan Services, Inc.
Samantha Smith, CFP®
These employer-based savings accounts are a valuable retirement savings tool.
Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNERTM professionals Jennifer Almeida and Samantha Smith.
Our experts from T. Rowe Price will explain how your employer savings plan works, so you are getting the most out of this retirement savings opportunity.
Keep Reading: Saving for Retirement
Jennifer Almeida, CFP® is a member of the Employee Meeting Team for T. Rowe Price Retirement Plan Services, Inc.
Samantha Smith, CFP,® CRPC® is a member of the Employee Meeting Team for T. Rowe Price Retirement Plan Services, Inc.
Samantha Smith, CFP®
Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNERTM professionals Marty Allenbaugh and Samantha Smith.
If you have a 401(k) or retirement plan with a former employer, there are some options you have for that account.
Our experts from T. Rowe Price will discuss what you should consider before accessing your old 401(k) account.
Keep Reading: Saving for Retirement
Marty Allenbaugh, CPWA® CFP® is a Senior Advisor with the Private Client Group working directly with high-net-worth clients and their families.
Samantha Smith, CFP,® CRPC® is a member of the Employee Meeting Team for T. Rowe Price Retirement Plan Services, Inc.
Samantha Smith, CFP®
Host Michael Davis is joined by CERTIFIED FINANCIAL PLANNERTM professionals Marty Allenbaugh and Samantha Smith.
If you have a 401(k) or retirement plan with a former employer, there are some options you have for that account.
Our experts from T. Rowe Price will discuss what you should consider before accessing your old 401(k) account.
Keep Reading: Saving for Retirement
Marty Allenbaugh, CPWA® CFP® is a Senior Advisor with the Private Client Group working directly with high-net-worth clients and their families.
Samantha Smith, CFP,® CRPC® is a member of the Employee Meeting Team for T. Rowe Price Retirement Plan Services, Inc.
Rachel Weker
Host Michael Davis is joined by Joshua Dietch, vice president of retirement thought leadership, and Rachel Weker, a frequent speaker on retirement topics such as financial wellness.
Our experts from T. Rowe Price explain how we can better make the connection between our financial choices today and how they may influence our attitude or confidence toward retirement.
Keep Reading: Preparing for Retirement
Joshua Dietch leads Retirement Thought Leadership. He is a vice president of T. Rowe Price Associates, Inc.
Rachel Weker is a senior manager in Retirement Plan Services marketing. She is a vice president of T. Rowe Price Retirement Plan Services.
Rachel Weker
Host Michael Davis is joined by Joshua Dietch, vice president of retirement thought leadership, and Rachel Weker, a frequent speaker on retirement topics such as financial wellness.
Our experts from T. Rowe Price explain how we can better make the connection between our financial choices today and how they may influence our attitude or confidence toward retirement.
Keep Reading: Preparing for Retirement
Joshua Dietch leads Retirement Thought Leadership. He is a vice president of T. Rowe Price Associates, Inc.
Rachel Weker is a senior manager in Retirement Plan Services marketing. She is a vice president of T. Rowe Price Retirement Plan Services.
Erich Luebkert, CFP®
Knowing how much income you will have in retirement can help you plan for the lifestyle you want.
Host Michael Davis is joined by Jeremy Flagg, a Chartered Retirement Planning Counselor, CRPC®, and Erich Luebkert, a CERTIFIED FINANCIAL PLANNERTM professional.
Our experts from T. Rowe Price will discuss different income sources you may have in retirement and how you can close the gap between what you have saved and what you may need to cover expenses.
Keep Reading: Living in Retirement
Jeremy Flagg, CRPC® is a senior advisor with the Private Client Group working directly with high-net-worth clients and their families.
Erich Luebkert, CFP® is the Head of Advice Methodology & Financial Planning of Individual Investors. He is a vice president of T. Rowe Price Associates.
Erich Luebkert, CFP®
Knowing how much income you will have in retirement can help you plan for the lifestyle you want.
Host Michael Davis is joined by Jeremy Flagg, a Chartered Retirement Planning Counselor, CRPC®, and Erich Luebkert, a CERTIFIED FINANCIAL PLANNERTM professional.
Our experts from T. Rowe Price will discuss different income sources you may have in retirement and how you can close the gap between what you have saved and what you may need to cover expenses.
Keep Reading: Living in Retirement
Jeremy Flagg, CRPC® is a senior advisor with the Private Client Group working directly with high-net-worth clients and their families.
Erich Luebkert, CFP® is the Head of Advice Methodology & Financial Planning of Individual Investors. He is a vice president of T. Rowe Price Associates.
Season 1 Host
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CONFIDENT CONVERSATIONSTM on Retirement.
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.
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This information is not intended to reflect a current or past recommendation, investment advice of any kind, or a solicitation of an offer to buy or sell any securities or investment services. The material has not been reviewed by any regulatory authority in any jurisdiction.
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