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 bonds for Christmas. Smart investing is something that was passed down among the women in their family. But Victoria’s father had a harder time with money and she saw how this led to some difficult situations in the last few years of his life.
Since then, Victoria has tried to make smart decisions in order to make sure she isn't a burden to her family.
Add to that a recent divorce and Victoria is looking for some reassurance that she’s on the right track. She hopes she can afford to be financially independent and live comfortably as she approaches retirement.
In this episode of What Should I Do With My Money, Stephen, Financial Advisor at Morgan Stanley, works with Victoria to set herself up for success for this next chapter of her life.
For more information about this episode and the topics covered, check out our episode page https://www.morganstanley.com/ideas/financial-planning-after-divorce.
What Should I Do With My Money? is also available on Apple Podcasts, Spotify, Google Podcasts and other major podcast platforms.
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