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What Should I Do With My Money?

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Solidcore Founder Anne Mahlum Doesn’t Want to Die Rich 37:32

18 hari yang lalu37:32

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Anne Mahlum built and sold Solidcore, a national fitness empire — and now she’s asking what really matters. After achieving financial freedom following her $100M exit, she’s thinking deeply about what it means to live a rich life. From love and legacy to family, philanthropy and mentoring, she’s considering how to spend, give and structure her wealth to make an impact while she’s still alive. In this episode of What Should I Do with My Money? , host Jamie Roô brings Anne together with Victoria, a Morgan Stanley Financial Advisor, to explore values-based wealth planning, giving while living and how post-exit founders can reinvent their purpose for the next chapter of their life. For more information about this episode and the topics covered, check out our episode page and explore how you can connect with a Morgan Stanley Financial Advisor . DISCLOSURES The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley. The views and opinions expressed in this material are those of the speaker, at the time of this writing and do not necessarily represent those of Morgan Stanley Smith Barney LLC, its affiliates or its other employees. Of course, these views may change without notice in response to changing circumstances and market conditions. 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If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account. The authored books discussed in this material do not constitute an endorsement, authorization, sponsorship by or affiliation with Morgan Stanley. Morgan Stanley has not reviewed the books for approval and is not responsible for the information contained therein. Bonds are subject to interest rate risk. When interest rates rise, bond prices fall; generally the longer a bond's maturity, the more sensitive it is to this risk. Bonds may also be subject to call risk, which is the risk that the issuer will redeem the debt at its option, fully or partially, before the scheduled maturity date. The market value of debt instruments may fluctuate, and proceeds from sales prior to maturity may be more or less than the amount originally invested or the maturity value due to changes in market conditions or changes in the credit quality of the issuer. Bonds are subject to the credit risk of the issuer. This is the risk that the issuer might be unable to make interest and/or principal payments on a timely basis. Bonds are also subject to reinvestment risk, which is the risk that principal and/or interest payments from a given investment may be reinvested at a lower interest rate. Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC . Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services. Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ©2025 Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 4934812 (11/2025)…

South Coast

Beranda serial•Feed

Otto is Richard Krugg's only son and heir to the Shaman's gift. The only problem is Otto doesn't want it. He wants to be a fisherman. When company policies force unwelcome changes onto his life and threaten even the security of the village, Otto discovers that being a shaman isn't optional. Jimmy Pirano is caught between the devil and the deep green sea when new production quotas are handed down from corporate headquarters. Locked into a century of existing practice, Jimmy is forced to find new ways to fish and new places to do it in or face the very real possibility that Pirano Fisheries will lose the St. Cloud franchise. Join Otto, Richard, and Rachel Krugg as they struggle with what it means to be the son of a shaman. Cast off with Jimmy, Tony, and Casey as they navigate the shoals and shallows of corporate fishery along the South Coast.

21 episode

#Books #Scribl #Arts #Sci-Fi / Fantasy Stories #Audio Drama #Nathan Lowell | Scribl #Scifi

South Coast

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updated 18 tahun yang lalu

Beranda serial•Feed

21 episode

#Books #Scribl #Arts #Sci-Fi / Fantasy Stories #Audio Drama #Nathan Lowell | Scribl #Scifi

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