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.
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 firstname.lastname@example.org.
Single Again, Double the Questions
Victoria is recently divorced and looking after her own money again for the first time in a while. What should she do to plan for this next chapter in her life?
Working to Live, Is It Working?
Turning 30 can push some to prioritize longer-term financial goals, like homeownership. But that track isn’t for everyone. Listen in as our guest gets answers from a Financial Advisor.
Get Your Money Mojo Back
Dennis lost big in the 90’s dot com bust, leaving him with serious trust issues around investing. Can he overcome his fear to get on track for a comfortable retirement? Listen in as a Financial Advisor offers reassurance.
Bounce Back When Your Business Goes Bust
After his guitar business fails, Brad gets guidance from a Financial Advisor to tackle his hefty debt and rebuild his nest egg without putting his and his wife’s financial future at risk.
Baby, Budgets, and Buying a House
With a baby on the way, Amanda and Gavin, grapple with new expenses and life/work in their small condo. Can they afford a bigger house? Listen in as they get answers from a Financial Advisor.
My new favorite podcast!
Invaluable real-world-applicable advice presented an an entertaining and easily digestible format. I can’t wait for what’s to come on future episodes! Jamie’s voice and narration is superb for this type of content.
This is a great way to gain financial education while being engaged and finding ways to connect.
Happy to see a podcast like this, and have high hopes that it will be helpful and applicable to many people. Unfortunately, I have to say that you were really losing me with episode 2 about the couple that makes 500k a year with retirement worries. Most households don’t make even a 5th of that including mine.