Inside Workers' Comp podcast

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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

vor 18 Tagen37:32

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37:32

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. Furthermore, this material may contain forward looking statements and there can be no guarantees that they will come to pass. The discussion of any securities in this material should not be construed as a solicitation to buy or sell such securities. Portfolio holdings are subject to change and there is no guarantee that any securities mentioned will be held in a client’s account. It should not be assumed that any securities transactions or holdings discussed were or will prove to be profitable. Historical data discussed represents past performance and does not guarantee comparable future results. The information and statistical data contained herein have been obtained from sources that are believed to be reliable but in no way are guaranteed by Morgan Stanley Smith Barney LLC as to accuracy or completeness. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters. Tax-loss harvesting: IRS rules stipulate that if a security is sold by an investor at a tax loss, the tax loss will not be currently usable if the investor has acquired (or has entered into a contract or option on) the same or substantially identical securities 30 days before or after the sale that generated the loss. This so-called "wash sale" rule is applied with respect to all of the investor's transactions across all accounts. Technology stocks may be especially volatile. Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an IA-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output. Because this strategy expects to hold a concentrated portfolio of a limited number of securities, a decline in the value of these investments would cause the portfolio's overall value to decline to a greater degree than that of a less concentrated portfolio. Equity securities may fluctuate in response to news on companies, industries, market conditions and general economic environment. Companies paying dividends can reduce or stop payouts at any time. Real estate investments are subject to special risks, including interest rate and property value fluctuations, as well as risks related to general and economic conditions. Private equity funds typically invest in securities, instruments, and assets that are not, and are not expected to become, publicly traded and therefore may require a substantial length of time to realize a return or fully liquidate. They typically have high management, performance and placement fees which can lower the returns achieved by investors. They are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid with significant lock-up periods and no secondary market, can engage in leverage and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums. Any type of continuous or periodic investment plan does not assure a profit and does not protect against loss in declining markets. Since such a plan involves continuous investment in securities regardless of fluctuating price levels of such securities, the investor should consider his/her financial ability to continue his/her purchases through periods of low price levels. Asset Allocation and diversification do not assure a profit or protect against loss in declining financial markets. Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. 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)…

Inside Workers' Comp

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Genex Services is sharing valuable insights through our podcast series: Inside Workers’ Comp. Hear what workers’ comp experts are saying about the challenges the industry faces and new approaches for meeting these objectives.

13 Episoden

#Business #Workers Comp #Inside Workers Comp

Inside Workers' Comp

updated vor 3 Jahren

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13 Episoden

#Business #Workers Comp #Inside Workers Comp

Semua episode

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ATD Win - Win For Employee, Employer And Community 10:36

vor 3 years10:36

10:36

Workers' Comp Alternative Transitional Duty: A Win-Win for Employee, Employer and Community April 11, 2022 Statistics show the longer injured employees are out of work, the more difficult it is for them to return. But, what happens when injured employees aren’t physically able to return to work right away? What can be done to help them stay engaged in work and their recovery, especially if there are no light duty options available in the workplace? Well today, Paul Bode, vice president, at Genex, joins us to explain a creative program designed to help injured employees engage in purposeful activity during recovery. It’s called alternative transitional duty (ATD).…

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Independence Through Home Modification 19:32

vor 3 years19:32

19:32

When an employee sustains a significant injury which requires inpatient care and rehabilitation, going home is often the first major goal of recovery. But the comforts of home may not be so comforting if the person requires a wheelchair or other assistive devices to get around. On today’s Inside Workers’ Comp, we talk with Nicole Usher of Apricus who explains how home modifications can make an injured employee’s house home sweet home again.…

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The PAID Act is Coming to Medicare-Are You Ready? 17:40

vor 4 years17:40

17:40

In December 2020, an act was signed into law, which will change the way some reporting entities coordinate Medicare benefits. This PAID Act will go into effect before year's end, but CMS is busy preparing for the change. In today’s podcast, Deborah Robinson-Stewart, joins us to explain.

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Best Practices For Supporting Mental Health In Comp 12:30

vor 4 years12:30

12:30

There’s a heightened awareness in our industry on how psychosocial factors impact an injured employee’s recovery. But what’s the best way to approach and address these issues? In the fourth and final installment of our mental health in comp podcast series, we ask Nikki Wilson and Tammy Bradly to share some best practices.…

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Exploring The Psych Effects Of COVID And Emergence Of PTSD In Comp 24:51

vor 5 years24:51

24:51

None of us have gone untouched by the COVID-19 pandemic. This is especially true for frontline workers who care for the critically ill. So, in part three of our series on mental health’s impact on workers’ comp, we’re going to look at the psychosocial effects the pandemic continues to play on our society and how post-traumatic stress disorder (PTSD) has become a term used more often in our industry. Joining me today are our experts, Nikki Wilson, Tammy Bradly, and Mariellen Blue.…

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The Truth About Mental Health and Claim Costs 15:31

vor 5 years15:31

15:31

Traditionally, the term mental health has been treated as a claims pariah in workers’ comp, as it’s been associated with delaying recovery and sending costs spiraling out of control. Yet, ignoring the reality that psychosocial factors exist in mostly all claims is perhaps the biggest cause for these problems. In part two of our mental health podcast series, we ask Tammy Bradly and Mariellen Blue if addressing mental health in the initial assessment and throughout the claim can actually have a positive effect on claims management.…

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Understanding Mental Health Misconceptions in Workers' Comp 16:14

vor 5 years16:14

16:14

Hello and welcome to the first of a four-part podcast compliment to the Mitchell | Genex | Coventry thought leadership eBook, Strategies for Combating Mental Health Challenges in Injured Employees. Over the course of the next few weeks, I’ll be joined by Mitchell | Genex | Coventry experts Mariellen Blue, National Director of Case Management Services at Genex, Tammy Bradly, Vice President, Clinical Production Development at Coventry, and Nikki Wilson, Director, Pharmacy Product Development at Mitchell, to dig deeper into the mental health issues covered in our eBook…

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Quality Assurance in Case Management 7:14

vor 5 years7:14

7:14

Quality assurance is a vital part of any workers’ comp claim. No more so than in case management, where details and communication matter most. In today’s Inside Workers’ Comp, I’m joined by three Genex experts — Judy Speirs, Case Management Senior Product Manager, Linda Mastropaolo, Case Management Product Manager, and Linda Wolf, Case Management Senior Product Manager — to discuss how case managers ensure quality in their cases and why it’s so important to meet these objectives.…

1
Getting OnBoard With NY Regs 8:23

vor 5 years8:23

8:23

Over the last few years, New York has been implemented new reforms to increase the speed and efficiency of its claims process. In today’s Inside Workers' Comp, Dr. Lisa O'Connor, Genex's Associate Clinical Director, Utilization Review, tells us about one of them, OnBoard, New York’s new online web portal for processing workers’ comp claims.…

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Are you thankful for Workers’ Comp in 2020? 6:54

vor 5 years6:54

6:54

2020 will go down as one of the most difficult years many of us have experienced. After living through months dominated by a pandemic, economic downturn, natural disasters and a divisive election, most of us can’t wait to turn the calendar on Jan. 1. As you sit down to a much smaller Thanksgiving table this week, will you struggle finding much to be thankful for this year? We asked that question to Genex’s Rich Leonardo, Dr. Lisa O’Connor and Mariana Diaz. Their answers may surprise you. Take a listen.…

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Is Your Workplace Safe2Work? 14:15

vor 5 years14:15

14:15

As employers are looking for efficient ways to keep work environments safe from COVID-19, Optis has developed Safe2Work, an app-enabled, web-based health screening program designed to help stop the spread of workplace illness. In today’s Inside Workers’ Comp, we talk with Bryan Stonecipher, president of Optis, and Jacob Sipko, vice president, at Genex Services, about how this program works.…

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Using Risk Prediction Technology To Move Claims Forward 11:03

vor 5 years11:03

11:03

Technology is playing a larger role in helping comp claims progress. In today’s Inside Workers’ Comp, Bobbie Doyle, director of utilization management at Genex, explains the ins and outs of a program designed to do just that. It’s called Referral Expert.

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How QA Can Make Or Break Your IME 8:29

vor 5 years8:29

8:29

The independent medical exam (IME) is a valuable tool to move claims forward, unless your IME provider doesn’t have a strong quality assurance (QA) process. Even the slightest error can make a big difference in determining whether your report is considered valid. In today’s Inside Workers’ Comp, Donna Bradshaw, vice president of IME services at Genex, explains how to determine if your IME provider’s QA process is up to snuff.…

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