Скачать или смотреть How to Find Financial Balance & Security in Midlife | One Woman’s Story

Juggling motherhood, wellness and planning for the future. Can she find the balance?

Kristin is a working mom navigating midlife, perimenopause and the emotional weight of financial decision-making. She wants to support her daughters, stay healthy and lead by example, but admits she’s always hated talking about money.

Host Jamie Roô brings her together with Sarah, a Morgan Stanley Financial Advisor, to talk through values, legacy and building a plan that may bring some measure of comfort.

00:00 - Introduction
01:01 - Kristin Hates Talking About Money
05:38 - Meet Financial Advisor Sarah
06:20 - Connecting Physical and Financial Health
10:00 - Kristin’s Desire for Financial Stability for Her Children
13:02 - Linking Health, Anxiety, and Financial Planning
14:12 - Dr. Kim Henderson on Overall Wellbeing
17:21 - Planning for Retirement and Long-Term Care
19:28 - Estate Planning and Protecting Heirs
27:29 - Kristin's Takeaways and Continued Financial Journey

Explore more episodes: https://mgstn.ly/3KuG7Bc

Ready to find out more? See what working with a Morgan Stanley Financial Advisor is all about: https://mgstn.ly/4pQBilN

(CRC # 4697207)