Financial Planning Conversation Between DIY Investor and Wealth Advisor

Jacob's upbringing instilled a strong savings ethic which led to substantial assets, including investments he’s been comfortable managing on his own. But Jacob’s life is about to get more complicated as his company eyes an IPO, which could lead to a million-dollar payday. Eager to know what his next move should be, Jacob sits down with Kathleen, a Morgan Stanley Financial Advisor, who plots out a plan to help him reach short- and long-term goals, including buying a home in a hot housing market and planning a transition to passive income.

What Should I Do With My Money? is also available on Apple Podcasts, Spotify, Google Podcasts and other major podcast platforms.

Visit our episode website for a deeper dive on topics covered in this episode like creating a financial plan and managing your company stock or to find a Morgan Stanley Financial Advisor to fit your needs. Also find important disclosures here.

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