6 episodes
What Should I Do With My Money? Morgan Stanley
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- Business
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4.8 • 75 Ratings
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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.
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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.
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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.
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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.
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Finally Financially Fit at Forty
A formerly debt-burdened single mom now runs a high-earning consulting practice. Now that she’s in her 40s, can she catch up on investing for her family’s future? Listen to our guest get answers from a Financial Advisor.
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A Surprise Inheritance
After growing up on a tight budget, Louisa was shocked to find that her mother was sitting on millions. She has tons of questions – and anxiety – about her newfound wealth. Listen in as she gets answers from a Financial Advisor.
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Introducing: What Should I Do With My Money?
Hear how our guests tackle their biggest financial questions about investments, retirement, home ownership and more with the help of a Morgan Stanley Financial Advisor.
Customer Reviews
Enlightening
This is a great way to gain financial education while being engaged and finding ways to connect.
Hopeful
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.
Very interesting
Learned some helpful things to consider and reminds me the importance of working with an advisor who really understands all of the nuances around how to navigate any unexpected circumstance in your financial picture.