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.
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Latest episodes
Showing 20 · updated from the feed
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
Oct 21 21 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,
Oct 7 24 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
Oct 2 2 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, sh
Nov 12 2025 37 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
Oct 29 2025 28 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, ou
Oct 15 2025 23 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
Oct 1 2025 28 min
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
Sep 17 2025 26 min
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,
Sep 3 2025 31 min
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
Aug 20 2025 1 min
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
Aug 7 2024 26 min
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
Jul 24 2024 23 min
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
Jul 10 2024 22 min
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
Jun 26 2024 17 min
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
Jun 12 2024 22 min
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
May 29 2024 22 min
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
Dec 8 2023 4 min
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
Apr 26 2023 19 min
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, a good income and the freedom to work from
Apr 12 2023 21 min
Get Your Money Mojo Back
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 th
Mar 29 2023 18 min
Chart positions
Where What Should I Do With My Money? ranks today in each Apple Podcasts chart (US, Oct 21, 2026).
A curated, balanced selection of Apple Podcasts reviews.
Invaluable real-world-applicable advice presented an an entertaining and easily digestible format. I can’t wait for what’s to come on future episodes! Jamie’s voice and narration is superb for this type of content.
Sofla24 · Apr 2023
Learned some helpful things to consider and reminds me the importance of working with an advisor who really understands all of the nuances around how to navigate any unexpected circumstance in your financial picture.
Squirmy54 · Feb 2023
The podcast brought clear and concise actionable advice around tough issues. I have a clear sense of how to plan for this probable event.
flyfish71 · Feb 2023
The peace of mind that comes with knowing that one’s finances are in competent, caring hands is priceless. This podcast motivates me to act, to check out the impressive advisers at Morgan Stanley.
ProfBarb88 · Feb 2023
As I think Mike Wilson’s podcast often brings useful insight I thought I’d try this out but sadly it was a thinly veiled sales pitch for hiring an investment advisor. The investor’s question about why it makes sense to go with an Assets Under Management fee structure was brushed aside with some clever misdirection and redirected to discuss the probability simulations that they love to parade rather than show real returns versus an index fund. I would not trust any advice I heard here after hearing this episode (S2E1)… disappointing but I suppose I shouldn’t be surprised.
Tay Smaker · Jul 2024
Thank you for these podcast, but in order to be more effective instead of speaking sociologically, there should be some real numbers and calculations. From income to proper allocation utilize real so that folks can get an idea of what’s achievable too much theory.
Polapuma · Aug 2024
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Here you find the Apple Podcasts chart positions of What Should I Do With My Money?, its latest episodes to listen to directly, and reviews from listeners. Rankings are updated daily for the United States.
