What Should I Do With My Money?

Special Episode: Managing Your Concentrated Stock

Since the concentrated stock dilemma has become increasingly common for investors, including guests on Tech Founder Unlocks Liquidity for Her Next Big Bet and Future-Proo

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 hi

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 f

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,

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

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, sh

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

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, ou

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

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 thei

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,

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

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 circum

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' sacrif

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 e

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

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

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, the

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

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 b