Whether you are focused on your financial foundation or looking to grow your wealth, it is always a good time to help your money work harder. If you find yourself asking, “Am I making the right moves?” “What more can I be doing with my money?” “How do I know where to put my next saving or investing dollar?” Then look no further! Check out this workshop for 5 actionable steps you can take to help maximize your money potential and reach your financial goals. 00:00 Introductions 01:07 How to make a savings plan 03:35 How to prioritize competing financial goals 09:32 Account types for different financial goals 13:20 How to save more for retirement 16:27 What is a brokerage account and how does it work? 18:44 What is diversification and how do you do it? 21:43 What is tax-smart asset location and how can it help you? 23:48 How to plan for emergencies and the unexpected 27:36 Starting over or starting later in life 32:00 How to retire early 35:43 How to stay accountable with family, friends, or a financial advisor 38:38 How to open an HSA if your company doesn’t offer one 39:20 How to talk to a Fidelity professional 40:52 Final thoughts & wrap-up Questions? Drop them below 👇 and we’ll reply right in the comments. Subscribe to the Women Talk Money community: https://www.fidelity.com/go/womens-investing/signup?ccsource=YouTubeReplay_10_29_25 Register for upcoming Women Talk Money events: https://fidelityevents.com/women-talk-money-events?utm_campaign=YouTubeReplay_10_29_25 • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelityinvestments • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Ask Fidelity on X: https://www.twitter.com/Fidelity DISCLAIMER: For workplace use, business to assume risk of promoting. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1230340.2.0 #financialgoals #financialplanning #budgeting #retirementplanning #personalfinance