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.
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.
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Signal Award Winners are selected by members of the Signal Jurors from the best work entered through the Call for Entries. Evaluated against a number of criteria, the work und...
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 among the women in their family. But Victoria’s father had a harder time with money and she saw how this led to some difficult situations in the last few years of his life.
Christine is approaching 30, with half a million dollars in potential value from the equity awards given to her by her company, a good income and the freedom to work from anywhere in the world. While spending most of her money on travel, food and life experiences is fulfilling, Christine is feeling pressure to plan more for the future.
Her family and friends are pushing for her to buy a house, but she isn’t sure she’s ready...
Dennis is in his 60s and freshly divorced, with two kids yet to enter college.
His devastating experience with investing in the 90’s left Dennis afraid to get back in the market. But as he nears retirement, Dennis wonders how he can do so comfortably while paying for his two children’s education. Of particular concern: Will he have to sell his beloved family apartment in New York City to cover future financial needs? Or wi...
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 after losing most of his—and his wife’s—savings.
With an empty investment account, and living in an expensive city, Brad has to decide what should come first: paying off past debts or investing for the future.
In this episode of What Sh...
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 excitement but also uncertainty and change. But Amanda and Gavin aren’t sure how to plan for new expenses like childcare costs. Can they manage three people and working from home in their two-b...
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 strict budget limitations, so she doesn’t know how to approach wealth.
Willow feels she is playing catch up compared to other people her age when it comes to wealth management. Yet, Willow’s ...
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.
This complete financial surprise means Louisa needs a crash course on mortgages, ethical investments, distant properties, trusts, wills – all things she’s never had to deal with before. And Louisa rea...
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, we help people manage their money at all stages of their lives, whether a young person just starting out or an executive planning their retirement. And while each person's situation ...
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