Boost Your Investing Confidence | Money Unscripted | Fidelity Investments Buono Pasto [OCyG3PcORcY]

So, youre investing in your 401(k) or other retirement accounts. Awesome. But maybe you're ready for more. That's how Irene Li, owner of Mei Mei Dumplings, was feeling. She has a brokerage account but wants to learn more so she can invest with confidence. On this episode of Money Unscripted, host Ally Donnelly and Fidelitys Leanna Devinney, walk us through the flexibility and potential benefits of a brokerage account. They explain how asset allocation, diversification, and tax-smart strategies can help grow your money to reach your goals.

00:00 Welcome to Money Unscripted

01:04 Introduction: Leveling up your investing mackenzie blackwood

06:29 What are the benefits of having a brokerage account?

07:34 What should I look for in a financial advisor?

08:18 What are the four steps of building an investment strategy?

08:45 What is asset allocation?

09:32 Why is diversification so important?

10:16 What does rebalancing mean?

12:15 What are some examples of tax-smart strategies?

13:43 Level up your investing: A recap

Questions? Drop them below and well reply right in the comments.

Investing beyond your 401(k):

6 ways busy people can help build their wealth:

View all episodes here:

New episodes drop bi-weekly on Tuesdays.

Have a comment or episode idea? Wed love vitamin k to hear from you! Email us at .

Be sure to follow, like, and share Money Unscripted!

To see more videos, subscribe on YouTube:

Follow Fidelity on Reddit:

Follow Fidelity on Instagram:

election results Follow Fidelity on TikTok:

Follow Fidelity on Facebook:

Follow Fidelity on LinkedIn:

Follow Fidelity on Discord:

Ask Fidelity on X:

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

2025 FMR LLC. All rights reserved.

1190929.2.0