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What Should I Do With My Money?: Daily Summaries Delivered
by Morgan Stanley
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. Not all products and services are available in all countries or jurisdictions.
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- 2 days ago21 min
Future-Proofing a One-Stock Windfall
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.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.DISCLOSURESThis 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.The views and opinions expressed by any speaker are those of the speaker as of the date of recording and are subject to change without notice. Morgan Stanley has no obligation to update this material or notify recipients if any information, opinion, forecast or estimate changes or becomes inaccurate.Any hypothetical examples discussed are for illustrative purposes only and do not reflect actual client results, loan terms, investment performance or Morgan Stanley recommendations. Actual borrowing availability, collateral requirements, interest rates, investment results, tax consequences and suitability determinations will vary based on client circumstances, market conditions and applicable program terms.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC and its affiliates may act in various capacities, including as broker-dealer, investment adviser, lender or distributor, and may receive compensation in connection with products and services discussed.Clients should carefully review all offering documents, account agreements, risk disclosures, loan documents and program materials before entering into any investment, lending or planning strategy. Clients should also consult with their Morgan Stanley Financial Advisor or Private Wealth Advisor to determine whether any strategy is appropriate for their individual financial situation, objectives and risk tolerance.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. 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.Importan
- 2 weeks ago21 min
Passing Down Purpose, Not Just Money
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. DISCLOSURESThis 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 Stanley and its Financial Advisors do not provide tax or legal advice. Clients should consult their own tax advisor, attorney and/or estate planning professional regarding their particular circumstances before implementing any estate planning, trust, gifting, business succession, charitable or tax-related strategy.Family governance, family mission statements and wealth education discussions are qualitative planning tools. They do not guarantee family alignment, improved communication, investment success, preservation of wealth, tax efficiency or any particular financial or personal outcome.The case study, discussion and examples are provided solely to illustrate certain planning concepts. They should not be construed as a recommendation or indication that any planning approach is suitable for all clients.The information provided does not constitute an offer to buy or sell, or a solicitation of an offer to buy or sell, any security, financial product, service or strategy.Discussions regarding wills, powers of attorney, trusts, gifting, family governance, family mission statements and intergenerational wealth transfer are for educational purposes only and do not constitute legal or estate planning advice.Trust and estate planning strategies may not be appropriate for all individuals and are subject to complex laws and regulations, which may change over time. The effectiveness of any estate planning strategy depends on a client’s specific facts and circumstances.Family governance, family mission statements and wealth education discussions are qualitative planning tools. They do not guarantee family alignment, improved communication, investment success, preservation of wealth, tax efficiency or any particular financial or personal outcome.ETRADE from Morgan Stanley is a registered trademark of Morgan Stanley. Brokerage products and services are offered by ETRADE Securities LLC, Member SIPC. Morgan Stanley Smith Barney LLC and E*TRADE Securities LLC are affiliates.Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create different types of relationships and obligations. Clients should consult with their Financial Advisor to understand the nature of the services provided and any applicable fees, costs and conflicts of interest.The podcast may reference Morgan Stanley services, capabilities, Financial Advisors or platforms. Such references are for informational purposes only and should not be viewed as an endorsement or recommendation of any particular product, service or advisor.Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors may have financial interests, receive compensation or otherwise benefit from products or services discussed, including investment advisory, brokerage, lending, banking, planning or other services.This material does not take into account the specific objectiv
- Oct 7, 202624 min
Tech founder unlocks liquidity for her next big bet
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.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. DISCLOSURESThis 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.The views and opinions expressed by any speaker are those of the speaker as of the date of recording and are subject to change without notice. Morgan Stanley has no obligation to update this material or notify recipients if any information, opinion, forecast or estimate changes or becomes inaccurate.The transcript includes discussion of concentrated stock positions, diversification strategies, exchange funds, options strategies, securities-based lending, commodities, gold-related investments, helium-related investment themes, alternative investments, custodial accounts, 529 education savings plans, trusts and estate planning concepts. These topics involve important risks and considerations and may not be appropriate for all investors.Diversification does not guarantee a profit or protect against loss in a declining market. Strategies designed to manage concentrated stock positions, including holding, selling, hedging, options strategies, exchange funds, philanthropy and prepaid forward contracts, may involve significant risks, costs, tax consequences, restrictions and eligibility requirements. There can be no assurance that any such strategy will achieve its intended objective.Options are not appropriate for all investors. Options strategies may involve substantial risk and may result in losses, including the potential loss of the entire investment. Certain options strategies may also limit upside participation, generate taxable events, involve complex terms and require ongoing monitoring. Investors should understand the risks and characteristics of options before engaging in any options strategy.Securities-based lending, including Morgan Stanley’s Liquidity Access Line, may not be suitable for all clients. Borrowing against securities involves risks, including the potential for a collateral call, the need to deposit additional collateral or repay part or all of the loan, and the possibility that securities may be sold without prior notice to meet collateral requirements. Interest rates and collateral requirements may change, and a decline in the value of pledged securities could result in adverse consequences. Proceeds from securities-based loans generally may not be used to purchase, trade or carry margin stock or repay margin debt.Alternative investments, including private equity, private credit, real estate-related strategies, commodities-related strategies and other nontraditional investments, are speculative, involve a high degree of risk and are suitable only for qualified investors who can bear
- Oct 2, 20262 min
What Should I Do With My Money? Season 4 Trailer
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.For more information visit morganstanley.com/mymoney--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 qualifiedinvestors 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
- Nov 12, 202537 min
Solidcore Founder Anne Mahlum Doesn’t Want to Die Rich
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. 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 are subject to change and there is no guarantee that any securities mentioned will be held in a client’s account. It should not be assumed that any securities transactions or holdings discussed were or will prove to be profitable. Historical data discussed represents past performance and does not guarantee comparable future results. The information and statistical data contained herein have been obtained from sources that are believed to be reliable but in no way are guaranteed by Morgan Stanley Smith Barney LLC as to accuracy or completeness. 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, charitable giving, philanthropic planning and other legal matters. Tax-loss harvesting: IRS rules stipulate that if a security is sold by an investor at a tax loss, the tax loss will not be currently usable if the investor has acquired (or has entered into a contract or option on) the same or substantially identical securities 30 days before or after the sale that generated the loss. This so-called "wash sale" rule is applied with respect to all of the investor's transactions across all accounts. Technology stocks may be especially volatile.Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an IA-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output. Because this strategy expects to hold a concentrated portfolio of a limited number of securities, a decline in the value of these investments would cause the portfolio's overall value to decline to a greater degree than that of a less concentrated portfolio. Equity securities may fluctuate in response to news on companies, industries, market conditions and general economic environment. Companies paying dividends can reduce or stop payouts a
- Oct 29, 202528 min
Financial Strategies for Special Needs Families
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. 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) will be made using post-taxed dollars and will not be tax deductible, although some states may allow for state income tax deductions for contribution made to an ABLE account.The ABLE Act limits eligibility to individuals with significant disabilities with an age of onset of disability before turning 26 years of age. Starting in 2026, the eligibility age of onset of disability will be raised to 46 years of age. If you meet this age criteria and are also receiving benefits already under SSI and/or SSDI, you are likely eligible to establish an ABLE account. Generally, the total annual contributions by all participating individuals, including family and friends, for a single tax year is $19,000 (for 2025) plus, in certain cases, the lesser of the amount of the beneficiary’s compensation or the amount equal to the poverty line for a one-person household. The total limit over time that could be made to an ABLE account will be subject to the individual state and their limit for education-related 529 savings accounts. The first $100,000 in ABLE accounts would be exempted from the SSI $2,000 individual resource limit. If and when an ABLE account exceeds $100,000, the beneficiary’s SSI cash benefit would be suspended until such time as the account falls back below $100,000. It is important to note that while the beneficiary’s eligibility for the SSI cash benefit is suspended, this has no effect on their ability to receive or be eligible to receive medical assistance through Medicaid. The 2017 Tax Cuts and Jobs Act allows funds to be rolled over from a designated beneficiary’s 529 plan to an ABLE account for the same designated beneficiary or a family member of the designated beneficiary (including the beneficiary's spouse). But this does not apply to the extent the amount distributed when added to other amounts contributed to the ABLE account exceeds the annual contribution limit ($19,000 for 2025).A “qualified disability expense” means any expense related to the disability of the designated bene
- Oct 15, 202523 min
The Price Tag of Parenthood
Growing your family is a very exciting time. Baby fever may have prepared you emotionally, but have you considered if you’re financially prepared? 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. DISCLOSURESThe 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 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 encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options, investment objectives and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program.Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors shoul
- Oct 1, 202528 min
Money, Motherhood and Menopause
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.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. DISCLOSURESMorgan 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 encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement 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, charitable giving, philanthropic planning and other legal matters.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates. Not all products and services discussed are available at Morgan Stanley.Morgan Stanley Smith Barney LLC, its affiliates, Wealth Management Head of Health and Wellness Education, Financial Advisors or Private Wealth Advisors (collectively, “MSSB”) at times may discuss strategies for navigating healthcare issues. In doing so, MSSB may rely on and provide you with health and medical news or information. MSSB makes no representation as to the accuracy of this information. MSSB is not providing medical advice to you in this regard. You are encouraged to consult with your health and medical professionals for any matters involving your personal health care issues or other medical matters. Nothing herein shall be construed as investment advice of any kind or a recommendation of a specific healthcare company or service provider, as applicable.© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.CRC: 4776382 (10/2025)
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About 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. Not all products and services are available in all countries or jurisdictions.
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