What Should I Do With My Money?

Publicly listed emails

ourideas@morganstanley.com

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Passing Down Purpose, Not Just Money

October 21, 2026

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 family. Blair’s approach starts with the individuals behind the wealth, exploring each family member’s values, passions and views on work and responsibility before developing a shared family mission. Together, they discuss how those conversations can provide a framework for making decisions about wealth, preparing the next gen...

Tech Founder Unlocks Liquidity For Her Next Big Bet

October 07, 2026

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, she consults her Morgan Stanley Financial Advisor, Ara. Together, they explore Morgan Stanley’s "HOPES" framework, using options strategies to unlock capital from her concentrated stock without triggering high taxes. They also lay the groundwork for a trust to secure her daughter's financial future, balancing high-stakes grow...

What Should I Do With My Money? Season 4 Trailer

October 02, 2026

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 cryptocurrency into your portfolio, and a lot more. But what hasn’t changed is that money is always emotional. Join us to hear how a conversation can turn concern into confidence, hosted by Morgan Stanley's Jamie Roô.For more information visit morganstanley.com/mymoney--The guests appearing on this podcast are unpaid speakers...

How do I get in touch with What Should I Do With My Money??

What Should I Do With My Money? is hosted by Jamie Ro. Its publicly listed email is ourideas@morganstanley.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for What Should I Do With My Money??

The publicly listed email for What Should I Do With My Money?: ourideas@morganstanley.com.

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

Podseeker estimates What Should I Do With My Money? reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for What Should I Do With My Money??

What Should I Do With My Money? typically books working professionals with real expertise. Typical guest background: Guests are typically Morgan Stanley clients with firsthand experience navigating consequential financial decisions, such as a business founder managing wealth after an exit or a family planning for long-term needs. Common among recent guests: Founded or sold a business; Navigated a significant personal or family financial decision. Recent guests include Anne Mahlum.

How hard is it to get booked on What Should I Do With My Money??

High. It mostly books established leaders in its field.

What topics does What Should I Do With My Money? cover?

Recent episodes cover Finance, Personal Finance, Wealth Management, Investing, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.

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