What Should I Do With My Money?
Alle afleveringen
26 afleveringen, van nieuw naar oud
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Future-Proofing a One-Stock Windfall
4 november 2026 · 22 min
When Gus inherited responsibility for managing his family's wealth, he faced a familiar challenge for many affluent families: how to protect a legacy that began with a highly concentrated stock position. For more than two decades, he has worked alongside Morgan Stanley Financial Advisor Erik, testing new ideas, adapting to changing markets and refining a strategy built around diversification, tax efficiency and long-term stewardship. Lees meer
In this episode, Gus and Erik share how they used exchange funds to diversify risk without triggering an immediate tax event, why their approach continues to evolve today, and how they're preparing future generations to manage wealth with purpose. Along the way, they reveal the value of trusted advice, curiosity and flexibility when managing a family's financial future.
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 Advisor.
DISCLOSURES
This material has been prepared for general informational and educational purposes only. It does not constitute an offer to buy or sell, or a solicitation of any offer to buy or sell, any security, financial instrument, investment product or strategy. The information presented is not intended to provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances, objectives, risk tolerance or needs of any specific person.
The guest speaker featured in this material is a client of Morgan Stanley and was not compensated for participating. The client’s statements reflect her own personal experiences and opinions. Her experiences are not representative of all client experiences, may not be duplicated, and are not a guarantee of future results or success. Morgan Stanley may or may not agree with the views expressed by the guest speaker.
Any testimonials, endorsements, opinions or client experiences described herein should not be construed…
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Passing Down Purpose, Not Just Money
21 oktober 2026 · 22 min
Scott, a first-generation entrepreneur, turns to Morgan Stanley Financial Advisor Blair to think beyond traditional estate planning and consider what comes next for his family. Blair’s approach starts with the individuals behind the wealth, exploring each family member’s values, passions and views on work and responsibility before developing a shared family mission. Together, they discuss how those conversations can provide a framework for making decisions about wealth, preparing the next generation for greater financial responsibility, and giving Scott’s children room to pursue their own paths. Lees meer
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 Advisor.
DISCLOSURES
This material has been prepared for general informational and educational purposes only. It is not intended to provide individually tailored investment, financial, legal, tax, estate planning or other advice, and it should not be relied upon as a recommendation to engage in any particular strategy or transaction.
The views and opinions expressed by the guest speaker are solely those of the guest speaker and do not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC or their affiliates. The guest speaker is not an employee or representative of Morgan Stanley.
The guest speaker was not compensated by Morgan Stanley for participating in this podcast.
The client experience discussed is specific to the individual featured and may not be representative of the experience of other Morgan Stanley clients. There is no guarantee that other clients will have the same or similar experience.
Any statements regarding the working relationship between the client and the Morgan Stanley Financial Advisor are testimonial in nature. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Morgan Stanle…
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Tech Founder Unlocks Liquidity For Her Next Big Bet
7 oktober 2026 · 25 min
Kelsey, an entrepreneur, faces the classic founder's trap: massive paper wealth but a liquidity crunch hindering her new AI startup, Mother.tech. Seeking a path forward, she consults her Morgan Stanley Financial Advisor, Ara. Together, they explore Morgan Stanley’s "HOPES" framework, using options strategies to unlock capital from her concentrated stock without triggering high taxes. They also lay the groundwork for a trust to secure her daughter's financial future, balancing high-stakes growth with long-term security. Lees meer
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 Advisor.
DISCLOSURES
This material has been prepared for general informational and educational purposes only. It does not constitute an offer to buy or sell, or a solicitation of any offer to buy or sell, any security, financial instrument, investment product or strategy. The information presented is not intended to provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances, objectives, risk tolerance or needs of any specific person.
The guest speaker featured in this material is a client of Morgan Stanley and was not compensated for participating. The client’s statements reflect her own personal experiences and opinions. Her experiences are not representative of all client experiences, may not be duplicated, and are not a guarantee of future results or success. Morgan Stanley may or may not agree with the views expressed by the guest speaker.
Any testimonials, endorsements, opinions or client experiences described herein should not be construed as a recommendation or solicitation by Morgan Stanley with respect to the purchase or sale of any security, investment product, strategy or service. Past experiences and outcomes are not indicative of future results. Results will vary based on each client’s particular circumstances.
T…
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What Should I Do With My Money? Season 4 Trailer
2 oktober 2026 · 2 min
This season, we’re taking things up a notch. We’re going deep on strategies for diversifying your concentrated stock, understanding private market investing, integrating cryptocurrency into your portfolio, and a lot more. But what hasn’t changed is that money is always emotional. Join us to hear how a conversation can turn concern into confidence, hosted by Morgan Stanley's Jamie Roô. Lees meer
For more information visit morganstanley.com/mymoney
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The guests appearing on this podcast are unpaid speakers and are not employees or agents of Morgan Stanley unless otherwise noted. Their views are their own and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates.
This material has been prepared for general reference and educational purposes only. It does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
The strategies and/or investments discussed may not be appropriate for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies and consult with a Financial Advisor, legal advisor and/or tax advisor.
Investing involves risk, including the possible loss of principal. Diversification does not guarantee a profit or protect against loss in a declining financial market. Past performance is not a guarantee of future results.
Digital assets, including cryptocurrency, are speculative and involve a high degree of risk, including potential loss of the entire investment.
Private market investments may be highly illiquid, speculative and suitable only for qualified
investors who can bear the risks associated with such investments.
Please see the show notes for additional important information and disclosures.
©2026 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC#5951199 09/2026
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Solidcore Founder Anne Mahlum Doesn’t Want to Die Rich
12 november 2025 · 38 min
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. Lees meer
In this episode of What Should I Do with My Money?, host Jamie Roô brings Anne together with Victoria, a Morgan Stanley Financial Advisor, to explore values-based wealth planning, giving while living and how post-exit founders can reinvent their purpose for the next chapter of their life.
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 Advisor.
DISCLOSURES
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
The views and opinions expressed in this material are those of the speaker, at the time of this writing and do not necessarily represent those of Morgan Stanley Smith Barney LLC, its affiliates or its other employees. Of course, these views may change without notice in response to changing circumstances and market conditions. Furthermore, this material may contain forward looking statements and there can be no guarantees that they will come to pass. The discussion of any securities in this material should not be construed as a solicitation to buy or sell such securities. Portfolio holdings…
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Financial Strategies for Special Needs Families
29 oktober 2025 · 29 min
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. Lees meer
Kim, a Morgan Stanley Financial Advisor, is a mother of a special needs child herself and offers tailored solutions for Paige and Scott. Hear their conversation on estate planning, ABLE accounts, special needs trusts and second-to-die insurance policies that can help secure their children's futures.
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 Advisor.
[DISCLOSURES]
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Investing involves risk, including the potential loss of principal invested.
Important considerations concerning ABLE Accounts: ABLE Accounts, which are tax-advantaged savings accounts for eligible individuals with disabilities and their families, were created as a result of the passage of the Stephen Beck Jr., Achieving a Better Life Experience Act of 2014 or better known as the ABLE Act. The beneficiary of the account is the account owner, and generally income earned by the accounts will not be taxed. Contributions to the account made by any person (the account beneficiary, family and friends…
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The Price Tag of Parenthood
15 oktober 2025 · 23 min
Growing your family is a very exciting time. Baby fever may have prepared you emotionally, but have you considered if you’re financially prepared? Lees meer
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 child. For Kel, he worries about upgrading to a larger home in a tough mortgage rate environment.
Morgan Stanley Financial Advisor, Danelle, guides them through each question, helping them navigate the anxieties of impending parenthood. They confront these universal challenges and unpack what it takes to feel prepared, or if the solution lies within their evolving financial plan.
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 Advisor.
DISCLOSURES
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
This material has been prepared for general reference and educational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Please see our show notes for a full disclaimer on the information provided.
When Morgan Stanley Smith Barney LLC, its affiliates …
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Money, Motherhood and Menopause
1 oktober 2025 · 29 min
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. Lees meer
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 Advisor.
DISCLOSURES
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences, or review our “Understanding Your Brokerage and Investment Advisory Relationships” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are enco…
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Can We Afford a Wedding, a Home and IVF?
17 september 2025 · 26 min
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? Lees meer
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 save for a down payment.
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 Advisor.
DISCLOSURES
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may…
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What Does it Take to Retire Before 40?
3 september 2025 · 32 min
Camilla, a teacher in her late thirties, is ready to pull back from full-time work and travel the world. Despite paying off significant student debt by teaching overseas, she has deep-seated money anxiety stemming from a difficult childhood and fears running out of funds. With $800,000 saved, Camila’s wondering how to withdraw her retirement savings in a tax-efficient way while ensuring her portfolio’s continued growth. Lees meer
In this episode, Camilla sits down with Crystal, a Morgan Stanley Financial Advisor, and discusses her options, including tax-loss harvesting to offset capital gains taxes, Roth IRA conversions and a high-yield emergency savings fund.
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 Advisor.
DISCLOSURES
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Investing involves risk, including the potential loss of principal invested.
Exchange-traded funds (ETFs) are subject to risks similar to those of other diversified portfolios. Although some ETFs are generally designed to provide investment results that generally correspond to the performance of their respective underlying indexes, they may not be able to exactly replicate the performance of the indexes because of expenses and other factors. There are also brokerage commissions associated with trading some ETFs. ETFs are required to distribute their portfolio gains to shareholders at year-end. These gains may be ge…
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What Should I Do With My Money? Season 3 Trailer
20 augustus 2025 · 2 min
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. Lees meer
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 turn concern into confidence, hosted by Morgan Stanley Wealth Management’s Jamie Roô.
For more information visit morganstanley.com/mymoney
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This material has been prepared for educational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may …
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Grounded Guidance for a Serious Go-Getter
7 augustus 2024 · 26 min
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? Lees meer
In this episode of What Should I Do With My Money?, listen in as Ara, a Morgan Stanley Financial Advisor, breaks down for Genesis how to set realistic goals and put her money to work.
For more information about this episode and the topics covered, check out our episode page www.morganstanley.com/mymoney. Connect with a Morgan Stanley Financial Advisor here.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
For general reference and educational purposes only. The information provided herein is not intended to address any particular matter and may not apply depending on the context, as all clients' circumstances are unique. No legal, tax or other advice is being offered herein. When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, a…
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The Financial Education I Never Had
24 juli 2024 · 23 min
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? Lees meer
In this episode of What Should I Do With My Money?, listen in as Pradeep learns the fundamentals from Ramiro, a Morgan Stanley Financial Advisor, to set him on course to provide for his future family, prepare for retirement and even start his own business one day.
For more information about this episode and the topics covered, check out our episode page www.morganstanley.com/mymoney. Connect with a Morgan Stanley Financial Advisor here.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect …
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Suddenly Wealthy–Giving it Away
10 juli 2024 · 22 min
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 the impact she wants with the causes she cares about most? Lees meer
In this episode of What Should I Do With My Money?, listen in as Claire learns how her money can make a difference with a holistic approach to philanthropy and impact investing from Mike, a Morgan Stanley Private Wealth Advisor.
Visit our episode website for a deeper dive on topics covered in this episode like creating a Donor Advised Fund, climate philanthropy or to find a Morgan Stanley Financial Advisor to fit your needs. Also find important disclosures here.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
The Morgan Stanley Global Impact Funding Trust, Inc. (“MS GIFT, Inc.”) is an organization described in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended. MS Global Impact Funding Trust (“MS GIFT”) is a donor-advised fund. Morgan Stanley Smith Barney LLC provides investment management and administrative services to MS GIFT. While we believe that MS GIFT provides a valuable philanthropic opportunity, contributions t…
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A Savvy DIY Investor Seeks Advice
26 juni 2024 · 17 min
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 and planning a transition to passive income. Lees meer
What Should I Do With My Money? is also available on Apple Podcasts, Spotify, Google Podcasts and other major podcast platforms.
Visit our episode website for a deeper dive on topics covered in this episode like creating a financial plan and managing your company stock or to find a Morgan Stanley Financial Advisor to fit your needs. Also find important disclosures here.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated wit h Morgan Stanley.
This material has been prepared for educational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s indiv…
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Taking Stock of Your Company Stock
12 juni 2024 · 22 min
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. Lees meer
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 Financial Advisor.
Visit our episode website for a deeper dive on topics covered in this episode like 529 Plans, tax-efficient investing and diversifying a concentrated position, or to find a Morgan Stanley Financial Advisor to fit your needs. Also find important disclosures here.
More insights to help you go further:
529 Plans: A Powerful Took to Save for Education
How Direct Indexing Can Offer Investors Potential Tax Savings and Flexibility
Tax-Loss Harvesting Can Work Year-Round for Investors—Here’s How
4 Tax-Smart Ways to Diversify Your Portfolio
Rational Investing in an Age of Uncertainty
Next Generation Gifting Considerations
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
This material has been prepared for informational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC ("Morgan Stanley") recommends that i…
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Saying 'I Do' To A Prenup?
29 mei 2024 · 22 min
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? Lees meer
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 Morgan Stanley Financial Advisor.
Visit our episode website for a deeper dive on topics covered in this episode like managing finances as a couple and a prenuptial agreement, or to find a Morgan Stanley Financial Advisor to fit your needs. Also find important disclosures here.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast.
Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney, LLC, when using a financ…
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Help Us Make Season 2!
8 december 2023 · 5 min
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. Lees meer
DISCLOSURES:
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The Signal Academy selects finalists for each category and then the general public can cast a vote during the open voting period for their pick for the Listener’s Choice award in each category.
Morgan Stanley Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley Smith Barney LLC (“Morgan Stanley”) of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning tool. When your financial advisor prepares a financial plan, they will be acting in an investment advisory capacity with respect to the delivery of your financial plan. To understand the difference between brokerage and advisory relationships, you should consult yo…
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Single Again, Double the Questions
26 april 2023 · 19 min
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. Lees meer
Since then, Victoria has tried to make smart decisions in order to make sure she isn't a burden to her family.
Add to that a recent divorce and Victoria is looking for some reassurance that she’s on the right track. She hopes she can afford to be financially independent and live comfortably as she approaches retirement.
In this episode of What Should I Do With My Money, Stephen, Financial Advisor at Morgan Stanley, works with Victoria to set herself up for success for this next chapter of her life.
For more information about this episode and the topics covered, check out our episode page https://www.morganstanley.com/ideas/financial-planning-after-divorce.
What Should I Do With My Money? is also available on Apple Podcasts, Spotify, Google Podcasts and other major podcast platforms.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning tool. When your financial advisor prepares a financial plan, they will be acting in an investme…
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Working to Live, Is It Working?
12 april 2023 · 22 min
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. Lees meer
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 financial planning with her parents wasn't part of Christine’s upbringing, so she’s searching for guidance on how to plan for right now, and for the future. Should she trust advice she hears from social media influencers?
That’s where Jason, a Morgan Stanley Financial Advisor, comes in. Listen in as he helps Christine figure out if she can continue to have adventures and still plan for her future.
For more information about this episode and the topics covered, check out our episode page https://www.morganstanley.com/ideas/long-term-investment-plans-what-should-i-do-with-my-money-podcast.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning tool. When your financial advisor prepares a financial plan, they will be acting in an investment advisory capacity with respect to the delivery of your financial plan. To understand the difference between brok…
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Get Your Money Mojo Back
29 maart 2023 · 19 min
Dennis is in his 60s and freshly divorced, with two kids yet to enter college. Lees meer
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 wife buy him some time?
Listen in as Cathy, a Financial Advisor at Morgan Stanley, walks Dennis through his options and helps him learn to trust again.
For more information about this episode and the topics covered, check out our episode page https://www.morganstanley.com/ideas/long-term-financial-planning-what-should-i-do-with-my-money-podcast
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning tool. When your financial advisor prepares a financial plan, they will be acting in an investment advisory capacity with respect to the delivery of your financial plan. To understand the difference between brokerage and advisory relationships, you should consult your financial advisor or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at morganstanley.com/mymoney. You have sole responsibility for making a…
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Bounce Back When Your Business Goes Bust
15 maart 2023 · 19 min
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. Lees meer
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, works with Brad to figure out how to get back to the level of comfort and financial freedom he’s looking for.
For more information about this episode and the topics covered, check out our episode page https://www.morganstanley.com/ideas/closing-small-business-what-should-i-do-with-my-money-podcast.
[DISCLOSURES]
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning tool. When your financial advisor prepares a financial plan, they will be acting in an investment advisory capacity with respect to the delivery of your financial plan. To understand the difference between brokerage and advisory relationships, you should consult your financial advisor or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at morganstanley.com/mymoney. You have sole responsibility for making all investment decisions with resp…
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Baby, Budgets, and Buying a House
1 maart 2023 · 27 min
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. Lees meer
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 stretched too thin?
In this episode of What Should I Do With My Money?, listen in as Eric, a Financial Advisor at Morgan Stanley, offers a framework to plan for the future and helps the couple figure out what to expect – about money – when they’re expecting.
For more information about this episode and the topics covered, check out our episode page https://www.morganstanley.com/ideas/planning-for-a-baby-financially-what-should-i-do-with-my-money-podcast.
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning tool. When your financial advisor prepares a financial plan, they will be acting in an investment advisory capacity with respect to the delivery of your financial plan. To understand the difference between brokerage and advisory relationships, you should consult your financial advisor or review our Understanding Your Brokerage and Investment Advi…
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Finally Financially Fit at Forty
15 februari 2023 · 27 min
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. Lees meer
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 seriously about things like savings and retirement is very common. It can take years of building a career and raising kids before there's money available to start thinking about finances beyond everyday expenses. And the longer the wait, the more urgent the questions become.
In this episode, listen in as Sarah, a Financial Advisor at Morgan Stanley, gives Willow actionable steps towards managing her finances and the reassurance she’s on the right track.
For more information about this episode and the topics covered, check out our episode page.
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Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning tool. When your financial advisor prepares a financial plan, they will be acting in an investment advisory capacity with respect to the delivery of your financial plan. To understand the difference between brokerage and advisory relationships, you should consult your financial advisor or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at morganstanley.com/mymoney. You have sole responsibility for making all investment decisions with respect to your implementation of a financial plan. You may implement the financial plan at Morgan Stanley Smith Barney LLC, or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it in writing to act as your investment advisor on any particular accoun…
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A Surprise Inheritance
1 februari 2023 · 22 min
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. Lees meer
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 about the family’s money.
In this episode, listen in as Louisa gets eye-opening and reassuring guidance from Seth, a Morgan Stanley Financial Advisor.
For more information about this episode and the topics covered, check out our episode page.
Disclaimer:
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning tool. When your financial advisor prepares a financial plan, they will be acting in an investment advisory capacity with respect to the delivery of your financial plan. To understand the difference between brokerage and advisory relationships, you should consult your financial advisor or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at morganstanley.com/mymoney. You have sole responsibility for making all investment decisions with respect to your implementation of a financial plan. You may imple…
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Introducing: What Should I Do With My Money?
6 januari 2023 · 2 min
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. Lees meer
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 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?
Having an experienced Financial Advisor on your side can go a long way. Someone who you can trust, who gets you, who has tackled these same issues before and who has the expertise to develop a plan that fits your goals.
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.
For more information visit morganstanley.com/mymoney.
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[DISCLOSURES]
The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.
Here's some important information about your relationship with your financial advisor and Morgan Stanley Smith Barney LLC when using a financial planning …