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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)…
Shut Up Let's Talk
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Manage series 3135125
Inhalt bereitgestellt von Alizar. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Alizar 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.
Wuddup wuddup! Talking rad noise about life, games, movies, and music LIVE every Wed. at 9:30pm EST!
…
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60 Episoden
Alle als (un)gespielt markieren ...
Manage series 3135125
Inhalt bereitgestellt von Alizar. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Alizar 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.
Wuddup wuddup! Talking rad noise about life, games, movies, and music LIVE every Wed. at 9:30pm EST!
…
continue reading
60 Episoden
Alle Folgen
×We welcomed 3 of the 5 band members in Born Beneath this week! I had such a rad time talking about rock stars, instruments, and the lyrical content of country music LOL! Enjoy folks, cheers! #bornbeneath #shutupletstalk #podcast
1 Ralph of Irra's One - Shut Up Lets Talk 122 1:03:52
1:03:52
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Feels reaaaaaaaaaal good to see you folks again! I'm terrible with rollouts and should have mentioned we have a new studio! It's still coming together but I was so excited to record a new episode, I had to put one out! We hung out with the very dope Ralph of Irra's One and talked about his back surgery, Irra's One's new record, and a lot of random topics we found ourselves in! Enjoy homies! #shutupletstalk #irrasone #podcast…
1 Episode 118 feat Gnarley Noso- Raps, Motivation, Lyrics in a Changing World 1:18:15
1:18:15
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We felt some rad vibes with Gnarley Noso on Ep.118! We talked about his lyrics and the energy you have to put into your music, our idea of balance, and a lot more!
1 Episode 117 feat Danny of Game On - A Sports Podcast For Everyone, Growing Up, Podcasting Before it Was Cool 1:33:39
1:33:39
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Had an amazing time hanging with my longtime friend @Daniel Marco of Game On: A Sports Podcast For Everyone! He runs the MMA portion of the show and talks to a bunch of rad guests! We talked about growing up together in the days of Sean Paul and Lil Jon, Strict Parents, and a lot more! #podcast #shutupletstalk #sports…
1 Episode 116 feat. Andrew Nicholson - Epic Drum Technique, Social Media, Quarantine Practice 1:49:01
1:49:01
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On a very rad episode 116 with Andrew Nicholson, we talked about the local metal scene and trends that run through rock and metal, drums technique, and the power of short form social media!
1 Episode 115 feat House of Chimis - Street Food, Chimi Origins, Food Industry Today 1:59:54
1:59:54
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What a RAD return to form! I had such an amazing time hanging out with the homies from House of Chimis! We talked about the origins of the Chimi, favorite sandwiches, and the difficuties of running a food business today! Enjoy folks! #podcast #shutupletstalk #food
1 Episode 113 feat Ricky Roy - Sports and Determination, Visual Art, Finding your Style 1:08:02
1:08:02
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On a very rad episode, we got to hang out with Ricky Roy! He only started visual art a few years ago and he's made amazing progress. I got to ask him about the link between sports and art, discipline, and a lot more! Enjoy folks!
1 Episode 112 feat Stuck in the Middle - Demonetization, Rad Podcast, Passion for Politics 2:21:02
2:21:02
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We had an awesome time catching up with the homies from Stuck In The Middle on EP.112! We got to talk about the rad show they do every Monday, trying to make money and be controversial, and their passion for politics! Enjoy folks!
1 Episode 111 feat Dominic DeLaney - Songwriting, Life on Tour, Acoustics 2:07:29
2:07:29
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We had such a rad time on Ep.111 with Dominic DeLaney and getting to know all about songwriting techniques, stories behind his songs, and the great sound of the acoustic guitar! Enjoy folks!
1 Episode 110 feat Loneborn - Writing Catchy Music, Progress, New Single and GIVEAWAYS 1:43:23
1:43:23
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On a very exciting episode we got to hang out with the rad homies from Loneborn! It was pretty rad hearing what they've been up to since the last episode and spoiler alertL the new music sounds REALLY good! We even had a few giveaways and got to hear a NEW single! Enjoy folks!
1 Episode 109 feat Divisional Void- Absolve, Recording Studio, Importance of Chemistry in a Band 1:36:46
1:36:46
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On a hilarious episode, we hung out with Sebass Diaz and Charles from @ Divisional Void ! We talked a lot about band chemistry and the songwriting process, their recording studio ,and a lot more! Enjoy folks!
1 Episode 108 feat Hijas De La Muerte - Debut Single, Punk Music, Influences 1:30:47
1:30:47
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On a very rad episode 108, we hung out with Sami-Jo Martinez and Aradhana Aye of Hijas De La Muerte ! We got to check out their debut single "Cobra Man", talked influences and gear and we also checked out some really rad snacks they brought for us! Enjoy folks!
1 Episode 107 feat. Nightvisionnn and TeamKhris - Street Fighter, Competitive Gaming, Retro Vs New Games 2:03:37
2:03:37
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On a very technical episode of the show we hung out with Sol Yurick aka Nightvisionnn and Christian R. Bauman aka Team Khris! We talked about one of my favorite games ever: Street Fighter!!!! We covered combos, new and old games, techniques, and a little bit of lingo as well! Enjoy folks!
1 Episode 106 feat Jose and Shravan - Travel, Hot Sauce, Food 1:27:00
1:27:00
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On a very spicy episode, we hung out with J ose Gonzalez and Shravan Patil ! One of the main topics we talked about was spicy food and we even did a little taste test during the show! Enjoy folks!
1 Episode 105 feat Sebastian of Major Leaf Cigar Wraps - Creativity in Hustling, Being a Father, Proper Mindset 1:57:46
1:57:46
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On a very business-minded episode, we hung out with Sebastian of Major Leaf Cigar Wraps and NUlife Clothing! We spoke a bit about the steps it takes to make something a reality, Major Leaf's origin story, and we learned a bit about tobacco as well! Enjoy folks!
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