Fidelity
Mentioned in 71 analyzed podcast episodes across 10 shows
A major financial services and brokerage firm offering retirement accounts (IRAs, 401(k)s, 457(b)s), investment platforms, index funds, ETFs, and advisory services to both retail investors and independent financial advisors. Fidelity is frequently discussed in personal finance and investing podcasts as a low-cost provider of target-date funds, index funds like the S&P 500, and innovative retirement features such as mega backdoor Roth conversions, with one of the largest 401(k) plan databases serving over 600,000 millionaires. The company is referenced across podcasts as a trusted brokerage option for opening accounts, accessing investment tools, and managing wealth, while also being cited as a data source for retirement and household wealth insights.
Mentioned On
Episode Mentions
TBPN · May 15, 2026
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
“Major institutional investor in Cerebras; received significant IPO allocation; mentioned as top 25 investor”
Marketplace · May 13, 2026
Another inflation alarm bell
“Offers youth accounts for teen investors; competing in teen investing platform market”
Elon Musk Podcast · May 7, 2026
Elon Musk Sues OpenAI for Billions
“Manages donor-advised funds; defendant's argument that Musk surrendered ownership through intermediary accounts”
The Stacking Benjamins Show · May 6, 2026
How to Save Your First $25,000 -- The Roadmap Most People Get Wrong (SB1838)
“Mentioned as alternative investment platform for wealth management”
Forward Guidance · May 6, 2026
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
“Sponsor offering Fidelity Crypto platform and brokerage services with industry-leading security for crypto and stock trading.”
Investing Experts · May 5, 2026
Know when to hold 'em and when to fold 'em
“Mentioned as institutional client of Steve Kress during his Morgan Stanley career”
FactSet Evening Market Recap · May 5, 2026
Evening Market Recap - Tuesday, 05-May
“Higher on partnership with Anthropic to develop new AI tools for banks”
The Ramsey Show Highlights · May 5, 2026
I Trusted A Family Member With My Investments (Now He Wants A Cut)
“Referenced as an example of a legitimate, regulated brokerage platform for investment management”
Talking Real Money - Investing Talk · May 5, 2026
From Funds to Crypto
“Primary subject of discussion; 80-year-old financial services company that democratized investing through mutual funds, 401ks, and crypto products”
The Diary Of A CEO with Steven Bartlett · Apr 30, 2026
Money Expert: Buying A House Is A Mistake! Becoming Rich is Simple But You Won’t Do It!
“Cited data showing women outperformed men across 5.2 million accounts in investment returns”
Morning Wire · Apr 29, 2026
Evening Wire: Hegseth Testifies on Iran & Trans Killer Prompted By ChatGPT? | 4.29.26
“Nation's largest donor-advised fund sponsor; restricted SPLC from receiving charitable donations through Fidelity accounts”
Design Better · Apr 29, 2026
Etinosa Agbonlahor: Behavioral economist on why pricing belongs in the design process
“Etinosa worked with Fidelity studying how people save, spend, and invest as part of behavioral economics research”
Money Guy Show · Apr 29, 2026
How Much Should You Save for Retirement?
“Mentioned as HSA provider and investment platform where users can invest HSA funds in index funds”
The Clark Howard Podcast · Apr 27, 2026
04.27.26 Why Millionaires Feel Broke / How To Spot 'Ghost Job' Scams
“Recommended low-cost HSA custodian alternative to employer-provided plans with high fees and limited investment options”
How I Invest with David Weisburd · Apr 24, 2026
E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire
“Distribution platform for Forum's interval fund with ticker symbol”
Money Guy Show · Apr 24, 2026
Average 401k Balance By Age (2026 Edition)
“Source of 401k balance data and employer contribution statistics cited throughout episode”
UBS On-Air: Market Moves · Apr 22, 2026
Across the Pond: Navigating the longevity opportunity
“Collaborated with Nick Pomerini on research about financial preparedness for longer lifespans”
Money Guy Show · Apr 22, 2026
Are You Making This Mistake With Your Cash?
“Mentioned as a custodian option for opening Roth IRA accounts for rollover purposes”
The Ramsey Show · Apr 22, 2026
Stop Living Paycheck to Paycheck—Start Living With Options
“Investment firm mentioned as alternative for S&P 500 index fund investments”
The Clark Howard Podcast · Apr 22, 2026
04.22.26 Couples & Money / Cruise Ship Retirement
“Offers teen investment account emphasizing wealth-building and investing education for minors”
Talking Real Money - Investing Talk · Apr 21, 2026
Hard to Save
“Mentioned as HSA custodian option that listener Pamela uses for better investment options and lower fees”
Money Guy Show · Apr 15, 2026
A Recession is Imminent? Do This Now.
“Mentioned as HSA provider offering low-cost index fund investment options”
The Mel Robbins Podcast · Apr 13, 2026
The Best Money Advice You Will Ever Receive: 4 Rules From the Top Financial Minds In The World
“Mentioned as example of brokerage account platform for investment management”
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”
Financial Audit · Mar 27, 2026
$418,000 Of Debt To "Flee Trumps America" | Financial Audit
“Investment account mentioned in guest's portfolio holdings”
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”
Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans · Mar 4, 2026
How to Pay Off $3,000 in Credit Card Debt and Fix the $3 Gas Budget Problem with Coach Michelle | 535
“Mentioned as an alternative investment platform to compare against Acorns for purposeful investing”
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”