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.
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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 realizes that she wants her children to be more in the know than she was about the family’s money.
In this episode, listen in as Louisa gets eye-opening and reassuring guidance from Seth, a Morgan Stanley Financial Advisor.
For more information about this episode and the topics covered, check out our episode page.
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