Ms Represented podcast

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Vor vier Jahren hinzugefügt

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What Should I Do With My Money?

1
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)…

Ms Represented

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One hundred years after Australia elected its very first female parliamentarian, journalist Annabel Crabb and comedian Steph Tisdell chart the rise of female politicians in Australian politics and the unbelievable things they got up to along the way.

20 Episoden

#Australian Politics #News #Politics #ABC listen

Ms Represented

31 subscribers

updated vor 4 Jahren

Serie-Home•Feed

20 Episoden

#Australian Politics #News #Politics #ABC listen

Alle Folgen

Ms Represented

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06| Booze, morals and the Social Purity Society 31:12

vor 4 years31:12

31:12

In the early days of the women's suffrage movement, some argued that the presence of females in parliament would bring a better moral tone to politics. The Women's Suffrage League in South Australia was first called the Social Purity Society and lobbied to protect women from the scourges of booze, gambling and violence. But some men were concerned that admitting women to the parliamentary process would be like having their wives come to work and nag them to give up drinking. Steph and Annabel take a look at how alcohol has shaped parliamentary culture and often excluded women. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Ms Represented

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05| Are you even a real woman? 31:30

vor 4 years31:30

31:30

Enid Lyons, the first woman in the House of Representatives had 11 children. But ever since she entered politics, women have been bombarded with questions about their kids. Sometimes it's about who is minding their children, or why they don't have children at all. Annabel and Steph chat about why we are so focused on the child-bearing capacity of our female parliamentarians. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Ms Represented

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04| The thing they all say 32:04

vor 4 years32:04

32:04

Annabel has spent the last year interviewing female politicians of all ages and political persuasions. They have plenty of different views, but on one issue, they were nearly all in agreement. When a woman suggests a good idea, it is often ignored until a man says exactly the same thing. So, female politicians have had to concoct some inventive ways to get their views heard. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Ms Represented

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03| Clothes maketh the woman 29:13

vor 4 years29:13

29:13

There's a clear uniform for men in politics: a suit for weekdays, no tie on weekends and an Akubra if you are making a rural announcement. But fashion isn't so straightforward for women. Annabel and Steph ponder why we are so obsessed with how our female politicians look and how much time is wasted on hair and makeup. It is estimated that during her time as PM, Julia Gillard spent about 1100 hours having her hair and makeup done. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Ms Represented

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02| A safe workplace for all? 37:15

vor 4 years37:15

37:15

Former Liberal staffer Brittany Higgins triggered a #MeToo moment in Canberra this year when she alleged she had been raped by a colleague in Parliament House in 2019. Her story inspired others to come forward and share their own stories of harassment, including one prominent former politician who alleges that she was assaulted by a colleague in Old Parliament House decades ago. In this episode, Annabel and Steph ask just how safe women feel in Australia's halls of power. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Ms Represented

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01| Not designed for women 37:08

vor 4 years37:08

37:08

Australia was the first country in the world where women were allowed to vote and run for parliament. But no one thought women would really run for office. When Parliament House was built, there weren't even women's toilets. Annabel and Steph take a look at how Parliament House was designed with only blokes in mind. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Ms Represented

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INTRODUCING - Ms Represented 2:46

vor 4 years2:46

2:46

A podcast about the history of women in Australian politics. One hundred years after Australia’s first female parliamentarian, journalist Annabel Crabb and comedian Steph Tisdell look at how women have shaped politics from the first women to speak in the House of Representatives, the first to bring a baby to work with them and the ones who broke through the beer glass ceiling and drank with their male colleagues in the members bar. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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