Oysters Clams & Cockles podcast

Inhalt bereitgestellt von Bolen Media. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Bolen Media oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

What Should I Do With My Money?

1
What Does it Take to Retire Before 40? 31:36

vor 20 Tagen31:36

Später Spielen

Listen

Gefällt mir

Geliked

31:36

Camilla, a teacher in her late thirties, is ready to pull back from full-time work and travel the world. Despite paying off significant student debt by teaching overseas, she has deep-seated money anxiety stemming from a difficult childhood and fears running out of funds. With $800,000 saved, Camila’s wondering how to withdraw her retirement savings in a tax-efficient way while ensuring her portfolio’s continued growth. In this episode, Camilla sits down with Crystal, a Morgan Stanley Financial Advisor, and discusses her options, including tax-loss harvesting to offset capital gains taxes, Roth IRA conversions and a high-yield emergency savings fund . 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 . Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences, or review our “Understanding Your Brokerage and Investment Advisory Relationships” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf. When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. 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. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates. Not all products and services discussed are available at Morgan Stanley. Morgan Stanley Smith Barney LLC, its affiliates, Wealth Management Head of Health and Wellness Education, Financial Advisors or Private Wealth Advisors (collectively, “MSSB”) at times may discuss strategies for navigating healthcare issues. In doing so, MSSB may rely on and provide you with health and medical news or information. MSSB makes no representation as to the accuracy of this information. MSSB is not providing medical advice to you in this regard. You are encouraged to consult with your health and medical professionals for any matters involving your personal health care issues or other medical matters. Nothing herein shall be construed as investment advice of any kind or a recommendation of a specific healthcare company or service provider, as applicable. © 2025 Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 4753386 (08/2025)…

Oysters Clams & Cockles explicit

Serie-Home•Feed

Discussing your favorite TV shows since 2016. New episodes weekly. Hosted by Ross Bolen and Barrett Dudley. Presented by Bolen Media. Subscribe on https://www.Patreon.com/OystersClamsCockles for exclusive episodes, hotline calls, and more ad-free content!

426 Episoden

#Cinema #Bolen Media #Comedy #Television #Thrones #Lotus #Thewhitelotus #Lastofus #Thelastofus #Oysters Clams Cockles #Games #HBO #HBOmaxs #Dragons

Oysters Clams & Cockles explicit

44 subscribers

updated vor 5 Stunden

Serie-Home•Feed

426 Episoden

#Cinema #Bolen Media #Comedy #Television #Thrones #Lotus #Thewhitelotus #Lastofus #Thelastofus #Oysters Clams Cockles #Games #HBO #HBOmaxs #Dragons

Alle Folgen

Willkommen auf Player FM!

Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.