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What Should I Do With My Money?

Morgan Stanley
Financial Anxiety
Financial Advisors
Personal Finance
Life Changes
Health Challenges
FIRE Movement
Financial Independence
Financial Planning
Investment Strategies
Retirement Accounts
LGBTQ+ Community
Student Debt
Lifestyle Design
Wedding
IVF
Home Buying
Savings

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... more

PublishesTwice monthlyEpisodes18Founded3 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for What Should I Do With My Money?

Latest Episodes

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 accomplish three l... more

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 and fears... more

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, to affordin... more

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 milestones in... more

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Reviews

4.6 out of 5 stars from 155 ratings
  • Debt

    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.

    Apple Podcasts
    2
    Polapuma
    United Statesa year ago
  • Thinly veiled advertising

    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 heari... more

    Apple Podcasts
    1
    Tay Smaker
    United Statesa year ago
  • My new favorite podcast!

    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.

    Apple Podcasts
    5
    Sofla24
    United States2 years ago
  • Hopeful

    Happy to see a podcast like this, and have high hopes that it will be helpful and applicable to many people. Unfortunately, I have to say that you were really losing me with episode 2 about the couple that makes 500k a year with retirement worries. Most households don’t make even a 5th of that including mine.

    Apple Podcasts
    4
    blackcatmama
    United States3 years ago
  • Enlightening

    This is a great way to gain financial education while being engaged and finding ways to connect.

    Apple Podcasts
    5
    sandymg
    United States3 years ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Can We Afford a Wedding, a Home and IVF?
Q: How do you feel about your financial goals after talking with Carolina?
It feels less daunting knowing that there are benefits and opportunities besides emptying their savings.
Can We Afford a Wedding, a Home and IVF?
Q: What was different about meeting Carolina for the first time?
It was great to have a really clear, defined starting point and get to know each other and really build that relationship.
What Does it Take to Retire Before 40?
Q: When do you think would be the best time to do conversions?
It makes sense to consider Roth conversions when you are in a lower tax bracket, allowing tax-free growth and withdrawals later.
What Does it Take to Retire Before 40?
Q: What strategies can I implement to receive income from my portfolio now, while ensuring growth?
Implement a combination of growth and yield enhancing strategies that include growth equity ETFs and dividend-paying stocks.

Audience Metrics

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Listeners per Episode
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Which podcasts are similar to What Should I Do With My Money??

These podcasts share a similar audience with What Should I Do With My Money?:

1. Thoughts on the Market
2. The Markets
3. Barron's Live
4. WSJ Your Money Briefing
5. Barron's Streetwise

How many episodes of What Should I Do With My Money? are there?

What Should I Do With My Money? launched 3 years ago and published 18 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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