What Should I Do With My Money?

Aug 06 2024 16 ep. 156
What Should I Do With My Money? Podcast artwork

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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Grounded Guidance for a Serious Go-Getter

Aug 06 2024 28 mins  
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.

The Financial Education I Never Had

Jul 23 2024 27 mins  
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 w

Suddenly Wealthy–Giving it Away

Jul 09 2024 24 mins  
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.

A Savvy DIY Investor Seeks Advice

Jun 25 2024 19 mins  
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.

Taking Stock of Your Company Stock

Jun 11 2024 25 mins  
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.

Saying 'I Do' To A Prenup?

May 28 2024 24 mins  
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”.

We're Back With Season 2!

May 14 2024 2 mins  
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.

Help Us Make Season 2!

Dec 08 2023 4 mins  
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 [email protected].

Single Again, Double the Questions

Apr 26 2023 19 mins  
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?

Apr 12 2023 21 mins  
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.