Fidelity
Mentioned in 47 analyzed podcast episodes across 10 shows
# Fidelity A major financial services and brokerage firm that serves as a platform for retail investors to establish retirement accounts (IRAs, 401(k)s, 457(b)s), invest in index funds and ETFs, and access various investment products including gold ETFs, CDs, and credit card rewards programs. Fidelity is frequently discussed in personal finance podcasts for its low-cost index funds, competitive 401(k) administration capabilities (including mega backdoor Roth conversions), and role as an alternative data source for retirement and wealth metrics. The company is also noted for pioneering behavioral finance initiatives like the Save More Tomorrow program and offering platforms where independent financial advisors operate as contractors.
Mentioned On
Episode Mentions
Money Guy Show · Apr 15, 2026
A Recession is Imminent? Do This Now.
“Mentioned as HSA provider offering low-cost index fund investment options”
Money Guy Show · Apr 8, 2026
This 401(k) Trend is ABSOLUTELY DEVASTATING (And Getting Worse)
“Cited as source for 401(k) millionaire statistics (665,000 Americans as of 2025)”
Motley Fool Money · Apr 2, 2026
“Alexa, Let’s Go to Outer Space”
“Peter Lynch ran the Magellan Fund at Fidelity, referenced in investment book recommendations”
Calm Parenting Podcast · Mar 18, 2026
22 Ways to Teach Impulse Control & Delayed Gratification #573
“Used to open investment account for 12-year-old to teach buy-and-hold investing strategy with real money”
Money Guy Show · Mar 2, 2026
They Turned Real Estate Into Wealth, But Still Feel Stuck | Making a Millionaire
“Custodian for Christian's 401k and potential rollover IRA consolidation for backdoor Roth strategy”
Money Guy Show · Feb 27, 2026
3 Big 401(k) Updates That Could Impact Your Future
“Mentioned as an option for rolling over old 401(k) accounts to an IRA”
Becker Private Equity & Business Podcast · Feb 26, 2026
Berkshire Hathaway & Their Big Holdings 2-26-26
“Referenced in context of Peter Lynch's 'buy what you know' investment philosophy”
FDX ALPA Podcast · Feb 25, 2026
Fly By Night: R&I Committee – Enhanced Catch-Up Contribution February 2026
“Retirement plan administrator managing PRSP accounts and NetBenefits portal for FedEx pilots”
Financial Audit · Feb 25, 2026
I've Never Seen This Before | Financial Audit
“Guest's 401k provider from which $23,000 was withdrawn for gender-affirming surgeries and electrolysis”
How I Invest with David Weisburd · Feb 23, 2026
E310: The DPI Problem Plaguing Venture Capital & PE
“Marks portfolio companies differently than Silicon Valley peers; example of valuation discrepancies”
Money Guy Show · Feb 23, 2026
Financial Advisors React to Money Advice on TikTok & YouTube
“Highlighted for offering low-cost index target-date retirement fund options without excessive fees”
Money Rehab with Nicole Lapin · Feb 23, 2026
College Is Expensive. Here’s How Smart Parents Plan for It.
“Offers credit cards with cash back rewards that can be directed to 529 contributions”
BiggerPockets Money Podcast · Feb 20, 2026
AVUV vs VTSAX: Why Small Cap Value Could Outperform
“Financial services firm mentioned as source for style box analysis and fund categorization tools”
Escaping the Drift with John Gafford · Feb 19, 2026
Building a Business That Outlasts You (David Grau Sr.)
“Referenced as platform where independent financial advisors operate as contractors”
Masters in Business · Feb 19, 2026
At The Money: The Mega Backdoor Roth
“Leading 401k provider offering daily automatic Roth conversions; first to effectively administer mega backdoor Roth features”
Freakonomics Radio · Feb 18, 2026
All You Need Is Nudge (Update)
“Mutual fund company that collaborated with Thaler to develop Save More Tomorrow retirement savings program”
BiggerPockets Money Podcast · Feb 17, 2026
Paul Merriman’s 4-Step Portfolio Strategy for Long-Term Wealth
“Mentioned as provider of S&P 500 index funds and target date funds with different glide path approaches than competitors”
Escaping the Drift with John Gafford · Feb 17, 2026
Building a Business That Outlasts You (David Grau Sr.)
“Referenced as platform where independent financial advisors operate as contractors; used as example in consulting work”
Pitchfork Economics with Nick Hanauer · Feb 17, 2026
LIVE FROM DC: The Magic Wand Question — Policy Pitches for Working People
“Proposed as potential manager of employer-mandated retirement accounts under middle-class millionaire proposal”
Animal Spirits Podcast · Feb 16, 2026
Talk Your Book: Why Commodities Are Working
“Mentioned as platform enabling retail investors to own gold ETFs since early 2000s financialization”
Chiro Hustle · Feb 16, 2026
Uncovering Fraud in Retirement Planning & Wealth Management - Paul Sippil - Chiro Hustle Podcast 743
“Mentioned as a major brokerage institution where IRAs and 401k accounts can be established with no setup costs”
Something You Should Know · Feb 9, 2026
The Automatic Path to Wealth & How to Beat Self-Doubt
“Referenced as having one of the largest 401(k) plan databases with 600,000+ millionaires using their platform with 14% savings rate”
ChooseFI · Feb 9, 2026
Unpacking the Path to the Boring Middle | Ep 585
“Referenced as a brokerage platform option for opening investment accounts and accessing index funds”
Pardon My Take · Feb 6, 2026
4X All Pro Fred Warner, Seahawks Jake Bobo, NBA Trade Deadline, Super Bowl Preview And Props + Fyre Fest
“Financial services company Jake Bobo considered applying to during pre-draft uncertainty”
Pivot · Jan 30, 2026
Economic Protests, Social Media on Trial, and Big Tech Earnings
“Holds significant shares in ICE detention facility operators; potential divestment target”
Stay Tranquilo · Jan 28, 2026
From Venezuela to Miami: Anabella Murillo’s Immigration & Wealth Story
“Referenced as an example platform where individuals can open investment accounts and begin investing in stocks and ETFs”
Frugal Friends Podcast · Jan 27, 2026
We Tried 19 Viral “Save Money” Hacks. Here’s What Actually Works in 2026
“Investment platform mentioned as superior alternative to fee-based apps for IRA accounts”
Giggly Squad · Jan 23, 2026
Giggling about sports, socializing, and saying sorry
“Investment and wealth management firm offering pensions and investment advice; promoted in multiple ad reads”
The Mel Robbins Podcast · Jan 19, 2026
The #1 Money Habit That Sets You Up for Financial Freedom
“Major 401k plan provider with 565,000 millionaires in retirement accounts; recommended for IRA rollovers and investment management”
Rotten Mango · Jan 12, 2026
PART 2: Karen Read’s First Exclusive Interview After MURDER ACQUITTAL - Who Killed John O’Keefe?
“Karen Read worked at Fidelity starting in 2007 before transitioning to teaching; described as major investor firm with strong personalities”
Rotten Mango · Jan 11, 2026
Karen Read’s First Exclusive Interview After MURDER ACQUITTAL - What REALLY Happened At 34 Fairview
“Karen Read mentioned working at Fidelity earlier in her career before the legal case”
Pivot · Jan 9, 2026
Trump's Venezuela Oil Gambit, ICE Shooting Fallout, and Warner Bros. Says No (Again)
“Invested in xAI's $20B funding round; also has exposure to X through previous investments”
The Clark Howard Podcast · Jan 9, 2026
01.09.26 Clark Answers His Critics on Clark Stinks / The Future Of Auto Insurance
“Investment firm offering brokerage-placed FDIC-insured CDs with competitive rates”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 9, 2026
How People Are Using AI for Health
Suze Orman's Women & Money (And Everyone Smart Enough To Listen) · Jan 8, 2026
Suze Answers Your Mega Retirement Plan Strategy Questions
“Mentioned as administrator of Walt's 457(b) plan from which he receives retirement distributions”
The Clark Howard Podcast · Jan 6, 2026
01.06.26 Ask An Advisor With Wes Moss
“Reports on retirement plan holdings and household wealth metrics as alternative data source to Federal Reserve”
Your Money Guide on the Side · Jan 5, 2026
Why I Buy Stocks at All Time Highs
“Referenced for study showing best-performing accounts belonged to deceased investors and those who forgot about accounts”
What Bitcoin Did · Jan 2, 2026
2025: BITCOIN IN REVIEW | HODL & ODELL
“Institutional player that revised Bitcoin price projections downward from $2-3M range; still bullish but more realistic than previous forecasts”
The Ramsey Show · Jan 2, 2026
Getting Clarity Around Your Money Changes Everything
“Reported record 401k millionaire accounts reaching 500,000+ with $1M+ balances, demonstrating long-term investing success”
TFTC: A Bitcoin Podcast · Dec 29, 2025
#699: TradFi's Secret War Against Bitcoin with Ryan Lane
“Positioned as crypto-friendly TradFi alternative to JP Morgan; has bank charter and 11 years of Bitcoin exposure since 2014”
Your Money Guide on the Side · Dec 29, 2025
How to Save $50,000 in Taxes by Moving Your Investments to the Right Accounts
“Mentioned as provider of FXAIX index fund used in portfolio examples and host's personal investments”
The Ramsey Show · Dec 16, 2025
Financial Victories Don't Happen Without Sacrifices
“Investment firm mentioned as option for purchasing S&P 500 index funds directly online”
NXT Chapter with T.D. Jakes · Dec 15, 2025
Mellody Hobson's Money Advice & Rules To Financial Freedom | NXT Chapter with T.D. Jakes
“Used as competitive example for brand differentiation in investment management”
The Mello Millionaire with Tommy Mello · Dec 5, 2025
Save Smarter, Live Richer: Practical Investment Tips with Financial Expert David Bach
“Largest 401(k) provider with 565,000 millionaires in retirement plans; offers target-date mutual funds and index fund options”
Deep Sleep Sounds · Nov 15, 2025
Gentle City Rain by the Window & Calming Sounds
“Advertised Fidelity Go automated investment service with no advisory fees under $25,000”
We Fixed It. You're Welcome. · Sep 23, 2025
Meme Stocks & Why Most Investors Lose
“Financial institution mentioned as having social investment categories; discussed regarding platform responsibility for investor protection”
The Drop the Needle Podcast · Mar 20, 2025
34: Ep. 33 - Ellen Rogin | Journey Through Finance and Spirituality
“Financial services company cited for research showing 42% of spouses don't know partner's income”