Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track?
Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s Jamie Roô.
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Anne Mahlum built and sold Solidcore, a national fitness empire — and now she’s asking what really matters. After achieving financial freedom following her $100M exit, she’s thinking deeply about what it means to live a rich life. From love and legacy to family, philanthropy and mentoring, she’s considering how to spend, give and structure her wealth to make an impact while she’s still alive. In this episode of What Should I Do with My Money? , host Jamie Roô brings Anne together with Victoria, ...
How do you financially plan for a child with special needs? Paige and Scott are navigating the emotionally complex and financially challenging landscape of raising their son who is considered to be level 3 on the autism spectrum. They have questions about being financially prepared to support their child throughout adulthood, while setting their second child up for success. Kim, a Morgan Stanley Financial Advisor, is a mother of a special needs child herself and offers tailored solutions for Pai...
Growing your family is a very exciting time. Baby fever may have prepared you emotionally, but have you considered if you’re financially prepared? In this episode, our guests Nat and Kel are obsessed with this question. Though they are a financially savvy couple, they wonder what it’ll take to grow their family while saving for other goals. And it’s not just about preparing for a baby, but what comes next. As a content creator, Nat wonders how she can maintain her career momentum while raising a...
Despite her aversion to discussing finances, real estate agent Kristin is determined to secure her children’s future and ensure a comfortable retirement . As she navigates the challenges of perimenopause, Kristin candidly discusses how these life changes intersect with her financial journey with Sarah, a Morgan Stanley Financial Advisor. For more information about this episode and the topics covered, check out our episode page and explore how you can connect with a Morgan Stanley Financial Advis...
As a newly engaged couple, Jules and Shay have a lot to look forward to: a destination wedding, starting fertility treatments and the potential of buying a home. But their goals have a short horizon, are they able to save enough to accomplish three large milestones within a five-year period? In this episode, Jules and Shay sit down with Carolina, a Morgan Stanley Financial Advisor to discuss short- and long-term savings strategies, utilizing company benefits and how their families can help them ...
Camilla, a teacher in her late thirties with $800,000 saved, dreams of early retirement and world travel but grapples with money anxiety. She consults a Morgan Stanley financial advisor to explore strategies for drawing income from her portfolio while ensuring continued growth and tax efficiency. The discussion covers portfolio structuring with growth, yield, and reserve buckets, tax-loss harvesting, Roth IRA conversions, and a personalized action plan to achieve her financial independence goals.
The way we manage money looks different for everyone, but as our lives become more complex, we likely have more questions than answers on what we should do with our money. This season, our guests have concerns ranging from retiring early, to affording IVF and raising a child with special needs. No matter where you are with your finances, you don’t have to navigate them alone. Our Financial Advisors show once again that a little guidance can go a long way. Join us to hear how a conversation can t...
Meet Genesis, a 27-year-old business analyst who is determined to elevate her financial status and provide stability for her family. Having grown up in challenging circumstances with a single mother, she’s achieved significant financial milestones including owning multiple properties and establishing a substantial net worth. But can she aspire to accomplish even more? In this episode of What Should I Do With My Money?, listen in as Ara, a Morgan Stanley Financial Advisor, breaks down for Genesis...
At a young age, Pradeep and his brother were sent to the United States by their parents to pursue a better life, leaving behind their family in India. His parents' sacrifice instilled a deep appreciation for financial responsibility. Now engaged and planning for a family, Pradeep desires financial security for his future children. But is he on the right path to be the provider he wants to be? In this episode of What Should I Do With My Money? , listen in as Pradeep learns the fundamentals from R...
Claire built her career as an environmental engineer and raised two daughters with her husband. Then something happened, something game changing: Claire and her husband earned tens of millions of dollars from a company's IPO. While many people might fantasize about how they'd spend such a fortune, Claire believes this wealth gave her an opportunity to do something bold—give it away to help save the planet. How can she donate most of her fortune with confidence that her contributions will have th...
Jacob's upbringing instilled a strong savings ethic which led to substantial assets, including investments he’s been comfortable managing on his own. But Jacob’s life is about to get more complicated as his company eyes an IPO, which could lead to a million-dollar payday. Eager to know what his next move should be, Jacob sits down with Kathleen, a Morgan Stanley Financial Advisor, who plots out a plan to help him reach short- and long-term goals, including buying a home in a hot housing market a...
Growing up in a lower-middle-class family, Maxwell has a deep desire for financial stability and security. He's concerned about the risk of having too much of his wealth tied up in his employer's stock, which is more than $1 million. He needs help to diversify his investments in a tax-efficient way so he can build a legacy of generational wealth. In this episode of What Should I Do With My Money? , listen in as Maxwell gets advice on investing for future generations from Evan, a Morgan Stanley F...
Natalie and David are just weeks away from their wedding but still have some questions around how to merge finances after marriage. Coming from different backgrounds, they have their own unique fears around financial instability and setting goals together. Should they consider signing a prenup before walking down the aisle to help safeguard their future? In this episode of What Should I Do With My Money? , listen in as Natalie and David get advice on merging their marital finances from Stacey, a...
What would you like to hear in our upcoming season? Do you have any financial questions you’ve always wanted to ask? Our Financial Advisors at Morgan Stanley are ready to help. Send your thoughts to mymoney@morganstanley.com . DISCLOSURES: Signal Award Winners are selected by members of the Signal Jurors from the best work entered through the Call for Entries. Evaluated against a number of criteria , the work undergoes a rigorous process to win a Signal Award. Signal Jurors independently inspect...
Victoria was first introduced to investing at a young age. Her mother would take her along to meetings with her broker. Victoria’s grandmother would give her stocks and bonds for Christmas. Smart investing is something that was passed down among the women in their family. But Victoria’s father had a harder time with money and she saw how this led to some difficult situations in the last few years of his life. Since then, Victoria has tried to make smart decisions in order to make sure she isn't ...
Christine is approaching 30, with half a million dollars in potential value from the equity awards given to her by her company , a good income and the freedom to work from anywhere in the world. While spending most of her money on travel, food and life experiences is fulfilling, Christine is feeling pressure to plan more for the future. Her family and friends are pushing for her to buy a house, but she isn’t sure she’s ready to be tied down with that much responsibility. Talking about money and ...
Dennis is in his 60s and freshly divorced, with two kids yet to enter college . His devastating experience with investing in the 90’s left Dennis afraid to get back in the market. But as he nears retirement, Dennis wonders how he can do so comfortably while paying for his two children’s education. Of particular concern: Will he have to sell his beloved family apartment in New York City to cover future financial needs? Or will the cash proceeds from the sale of the house he shared with his former...
Brad is a New Yorker in his 40s who dropped everything to pursue a passion project. But the business failed, leaving him loaded with debt. Now he has to figure out how to get back on track after losing most of his—and his wife’s—savings. With an empty investment account, and living in an expensive city, Brad has to decide what should come first: paying off past debts or investing for the future. In this episode of What Should I Do With My Money, Sallie, a Financial Advisor at Morgan Stanley, w...
This episode’s guests Amanda and Gavin are working professionals with their first baby on the way. The couple know how to stick to a budget, but that’s where their financial smarts come to a screeching halt. A new baby brings joy and excitement but also uncertainty and change. But Amanda and Gavin aren’t sure how to plan for new expenses like childcare costs. Can they manage three people and working from home in their two-bedroom apartment? Can they afford to buy a house or will it leave them st...
Willow was a debt-burdened single mother when she finished grad school. As a consultant, she was able to climb out of debt and build her business and earn a considerable wage. She isn’t a big spender but she grew up in a household with strict budget limitations, so she doesn’t know how to approach wealth. Willow feels she is playing catch up compared to other people her age when it comes to wealth management. Yet, Willow’s reality of being in her forties and only now being able to think seriousl...
After growing up on a tight budget, Louisa was shocked to find that her mother was sitting on an estate worth millions in cash, property and investments. Now Louisa is left with all kinds of questions about what to do with it . This complete financial surprise means Louisa needs a crash course on mortgages, ethical investments , distant properties, trusts, wills – all things she’s never had to deal with before. And Louisa realizes that she wants her children to be more in the know than she was a...
Managing our money can be ... a lot. It's one of the most important aspects of our lives, and yet, many of us just muddle through, without any help, hoping that we haven’t made a mistake. It doesn’t have to be that way. At Morgan Stanley, we help people manage their money at all stages of their lives, whether a young person just starting out or an executive planning their retirement. And while each person's situation is unique, many of their concerns are common. On this podcast, we match real pe...
Jan 06, 2023•3 min
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