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Money is personal. Your advice should be, too. Eavesdrop on real-life sessions between people tackling life’s biggest decisions and Morgan Stanley Financial Advisors. Forget one-size-fits-all: whether it's navigating home ownership, equity, retirement, investments, legacy, or those "I don’t know what I don’t know" moments, the emotional truth of money is never just about the math.
No jargon. No judgment. Just real talk. Listen in on the dialogue behind the strategy.
For more information visit morganstanley.com/mymoney.
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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 (https://www.morganstanley.com/articl
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,
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
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 ch
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
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
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 fi
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 (https://www.morganstanley.com/articles/retirement-life-spending). As she navigates the
Can We Afford a Wedding, a Home and IVF?
As a newly engaged couple, Jules and Shay have a lot to look forward to: a destination wedding, starting fertility treatments and the potential of buying a home. But their goals have a short horizon, are they able to save enough to accompli
What Does it Take to Retire Before 40?
Camilla, a teacher in her late thirties, is ready to pull back from full-time work and travel the world. Despite paying off significant student debt by teaching overseas, she has deep-seated money anxiety stemming from a difficult childhood
What Should I Do With My Money? Season 3 Trailer
The way we manage money looks different for everyone, but as our lives become more complex, we likely have more questions than answers on what we should do with our money. This season, our guests have concerns ranging from retiring early, t
Grounded Guidance for a Serious Go-Getter
Meet Genesis, a 27-year-old business analyst who is determined to elevate her financial status and provide stability for her family. Having grown up in challenging circumstances with a single mother, she’s achieved significant financial mil
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 en
Suddenly Wealthy–Giving it Away
Claire built her career as an environmental engineer and raised two daughters with her husband. Then something happened, something game changing: Claire and her husband earned tens of millions of dollars from a company's IPO. While many peo
A Savvy DIY Investor Seeks Advice
Jacob's upbringing instilled a strong savings ethic which led to substantial assets, including investments he’s been comfortable managing on his own. But Jacob’s life is about to get more complicated as his company eyes an IPO, which could
Taking Stock of Your Company Stock
Growing up in a lower-middle-class family, Maxwell has a deep desire for financial stability and security. He's concerned about the risk of having too much of his wealth tied up in his employer's stock, which is more than $1 million. He nee
Saying 'I Do' To A Prenup?
Natalie and David are just weeks away from their wedding but still have some questions around how to merge finances after marriage. Coming from different backgrounds, they have their own unique fears around financial instability and setting
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. DISCLOSURES: S
Single Again, Double the Questions
Victoria was first introduced to investing at a young age. Her mother would take her along to meetings with her broker. Victoria’s grandmother would give her stocks and bonds for Christmas. Smart investing is something that was passed down
Working to Live, Is It Working?
Christine is approaching 30, with half a million dollars in potential value from the equity awards given to her by her company (https://www.morganstanley.com/atwork/themes/equity-compensation/financial-goals-using-employee-stock), a good in
Get Your Money Mojo Back
Dennis is in his 60s and freshly divorced, with two kids yet to enter college (https://www.morganstanley.com/articles/529-plans-ways-to-pay-for-college). His devastating experience with investing in the 90’s left Dennis afraid to get back i
Bounce Back When Your Business Goes Bust
Brad is a New Yorker in his 40s who dropped everything to pursue a passion project. But the business failed, leaving him loaded with debt. Now he has to figure out how to get back on track (https://www.morganstanley.com/articles/goals-based
Baby, Budgets, and Buying a House
This episode’s guests Amanda and Gavin are working professionals with their first baby on the way. The couple know how to stick to a budget, but that’s where their financial smarts come to a screeching halt. A new baby brings joy and excite
Finally Financially Fit at Forty
Willow was a debt-burdened single mother when she finished grad school. As a consultant, she was able to climb out of debt and build her business and earn a considerable wage. She isn’t a big spender but she grew up in a household with stri
A Surprise Inheritance
After growing up on a tight budget, Louisa was shocked to find that her mother was sitting on an estate worth millions in cash, property and investments. Now Louisa is left with all kinds of questions about what to do with it (https://www.m
Introducing: What Should I Do With My Money?
Managing our money can be ... a lot. It's one of the most important aspects of our lives, and yet, many of us just muddle through, without any help, hoping that we haven’t made a mistake. It doesn’t have to be that way. At Morgan Stanley, w
