What Should I Do With My Money?

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What Should I Do With My Money?

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.  For more information visit morganstanley.com/mymoney.  Not all products and services are available in all countries or jurisdictions. 

  1. Grounded Guidance for a Serious Go-Getter

    7 AUG

    Grounded Guidance for a Serious Go-Getter

    You have big dreams. Can you double your net worth in a year? Can you afford your dream home? And can you do it all while providing financial stability for your family? Listen as Genesis speaks with a Financial Advisor about strategic planning and setting achievable goals.

    29 min
  2. The Financial Education I Never Had

    24 JUL

    The Financial Education I Never Had

    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 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.   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 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 adviser on any particular account. 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. Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Apple Pay® and iPad mini® are trademarks of Apple Inc. App Store® is a service mark of Apple Inc. Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates. © 2024 Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 3715892 (07/2024)

    27 min
  3. Suddenly Wealthy–Giving it Away

    10 JUL

    Suddenly Wealthy–Giving it Away

    What if you suddenly come into major wealth? Would you spend it on luxuries? Not Claire–she wants to give it away to help save the planet. Listen as Claire speaks with a Financial Advisor to learn how her money can make an impact.

    24 min
  4. A Savvy DIY Investor Seeks Advice

    26 JUN

    A Savvy DIY Investor Seeks Advice

    Jacob has confidently and competently managed his own money since he was a young adult and has a healthy skepticism for how a Financial Advisor would add value for him. But as his wealth grows, he tells us “I don’t know what I don’t know.” Listen as Jacob’s conversation with a Financial Advisor sheds light on exactly how he might benefit from experienced outside help.

    19 min
  5. Taking Stock of Your Company Stock

    12 JUN

    Taking Stock of Your Company Stock

    Your company stock is doing well. Very well. But is holding such a concentrated position the right strategy for you? Especially when your goal is building generational wealth for your family? Listen as Maxwell talks with a Financial Advisor about investing for the future generations.

    26 min
  6. Saying 'I Do' To A Prenup?

    29 MAY

    Saying 'I Do' To A Prenup?

    There’s more to consider than flower arrangements and food courses before your wedding day, it’s also important to think about how to manage money as a couple. The big questions on fiancés Natalie and David’s minds are whether they should join finances and sign a prenup agreement before they say, “I do”.

    24 min

  7. SEASON 2 TRAILER

    We're Back With Season 2!

    We're back with more of What Should I Do With My Money?, an award-winning original podcast from Morgan Stanley, where we match real people asking real questions about their money with experienced Financial Advisors.

    3 min

  8. 08/12/2023

    Help Us Make Season 2!

    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.

    5 min
See All (16)

Trailers

About

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.  For more information visit morganstanley.com/mymoney.  Not all products and services are available in all countries or jurisdictions. 

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