Rephonic
Artwork for What Should I Do With My Money?

What Should I Do With My Money?

Morgan Stanley
Financial Planning
Financial Anxiety
Parenthood
Financial Advisors
Personal Finance
Life Changes
Health Challenges
Fire Movement
Financial Independence
Career
Home Ownership
ABLE Accounts
Autism
Special Needs Trusts
Investment Strategies
Retirement Accounts
LGBTQ+ Community
Perimenopause
Lifestyle Design
Student Debt

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 monthlyEpisodes21Founded3 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for What Should I Do With My Money?

Latest Episodes

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 questions ... more

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 financially... more

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 the challenges of perimenopause, Kristin candidly discusses how these life chan... more

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

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Markets
The MarketsGoldman Sachs
Making Sense
Making SenseJ.P. Morgan

Recent Guests

Dr. Kim Henderson
Associate Medical Director at Morgan Stanley, specializes in health and wellness education.
Morgan Stanley
Episode: Money, Motherhood and Menopause

Host

Jamie Roô
Host providing insights on financial management, aligning real people's stories with expert financial guidance.

Reviews

4.7 out of 5 stars from 159 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 States3 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

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Critics have pointed out instances where content seemed to drift into promotional territory rather than purely informative, which can potentially detract from listener trust.
Some feedback highlights concerns over the quality of technical aspects or the pacing of certain episodes, but the overall hosting and content delivery receive positive remarks.
Listeners appreciate the real-world advice that is applicable to their financial situations, noting the engaging format and hosts' expertise.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Financial Strategies for Special Needs Families
Q: Can we convert a current 529 to enable? Do we lose money doing that?
Nope, you can convert and it just counts towards your contribution limit.
Financial Strategies for Special Needs Families
Q: What do you think your next steps are going to be?
We probably need to talk to Kim some more and set up some accounts like ABLE and consider the second to die insurance.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About What Should I Do With My Money?

What is What Should I Do With My Money? about and what kind of topics does it cover?

A financial advice podcast focuses on real-life financial dilemmas faced by individuals, featuring relatable guests who share their unique experiences and concerns regarding money management. The hosts facilitate conversations with experienced financial advisors offering practical solutions to pressing financial questions, such as navigating home purchases, managing family finances, saving for education, and planning for retirement. Each episode highlights the emotional and logistical aspects of significant life events, emphasizing the importance of tailored financial advice based on individual circumstances.

Where can I find podcast stats for What Should I Do With My Money??

Rephonic provides a wide range of podcast stats for What Should I Do With My Money?. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to What Should I Do With My Money? and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does What Should I Do With My Money? get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for What Should I Do With My Money?, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for What Should I Do With My Money??

Rephonic provides comprehensive predictive audience data for What Should I Do With My Money?, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does What Should I Do With My Money? have?

To see how many followers or subscribers What Should I Do With My Money? has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Notes on the Week Ahead
4. Making Sense
5. Masters in Business

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 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact What Should I Do With My Money??

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for What Should I Do With My Money??

Rephonic pulls ratings and reviews for What Should I Do With My Money? from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for What Should I Do With My Money??

Rephonic provides full transcripts for episodes of What Should I Do With My Money?. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on What Should I Do With My Money??

Recent guests on What Should I Do With My Money? include:

1. Dr. Kim Henderson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days