You Might Also Like: What Should I Do With My Money? from Morgan Stanley

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.6 • 1.9K Ratings

🗓️ 1 October 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Kristin, a real estate agent, is totally stressed about money, especially when she thinks about her daughters' future. She does not like talking about money, but she really wants to set her kids up financially, just like her dad did for her. She's working with her financial advisor, Sarah, who's helping her navigate these worries, especially with perimenopause symptoms adding to her stress. They chat about retirement, what happens if she needs long-term care, and sorting out her will. Kristin learns that it's okay to spend a little on herself without feeling bad, and she rethinks her will to make sure her kids are really protected. Sarah's big message is that planning now will save a lot of headaches later and make everything financially clear. https://www.morganstanley.com/ideas/what-should-I-do-with-my-money-podcast

Transcript

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0:00.0	Hey, gang, we're dropping an episode from another podcast called What Should I Do With My Money?
0:04.9	It's all about real people like you, asking real questions like you do, about their money
0:09.3	with experienced financial advisors. Like our show, you're going to hear honest conversations
0:14.6	about people's hopes and their fears around money. You're going to understand the role that
0:18.4	emotions and personal history play in our finances. And hopefully, like with this show, you were able to understand the role that emotions and personal history play in our finances and
0:22.2	hopefully like with this show you were able to glean some valuable advice for managing your own
0:27.5	financial life in this episode of what should I do with my money you're going to hear how money
0:32.2	motherhood and menopause are all deeply interconnected I hate talking money. I've always hated talking about money.
0:40.3	It makes me very uncomfortable. Meet Kristen. She's a real estate agent in her late 40s.
0:46.4	She's married with two teenage daughters. And yeah, money. It just stresses me out. I just feel like
0:54.1	I'm a planner. I'm a type A person. I'm sort of an
0:58.3	all or nothing mentality and just a huge part of our lives. And it's one of our stressors,
1:03.2	how to plan for the next generation and provide financial stability for them. And it's on my
1:07.9	mind a lot. So, you know, planning it out even more just gets me feeling anxious.
1:13.6	Kristen wants to set up a solid financial foundation for her daughters like she had.
1:18.3	I look back at my life and what my parents were able to provide for me and what my husband's
1:22.4	family provided for him. And we both realized we're incredibly lucky and that not everybody's
1:27.3	parents are able to do that.
1:28.3	I graduated college debt-free, and that was an amazing gift that I didn't appreciate until I had my first job,
1:34.3	and I was saving my first paychecks, and I want that for my children.
1:38.3	My dad always referred to it as a downfield block, and he's not alive anymore, but he would always talk
1:44.9	about if I can give you a downfield block, I'm going to. And I want to do that for my kids. So
	...

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