Having a wedding, buying a house and planning for IVF can be expensive at the same time. Can they afford all three? Jules and Shay are newly engaged with big dreams for their future in NYC. They want to plan a wedding, buy a home, and start a family — but as a queer couple, some goals come with unique price tags. Host Jamie Roô connects them with Carolina, a Morgan Stanley Financial Advisor, who discusses strategies for managing multiple major expenses and maximizing employer benefits along the way. Explore more episodes: https://mgstn.ly/4mrad5H Ready to find out more? See what working with a Morgan Stanley Financial Advisor is all about: https://mgstn.ly/3VvWVdp 00:00 Introduction 00:49 Jules and Shay's Big Dreams 05:15 Meet Financial Advisor Carolina 09:43 Jules and Shay's Big Questions 10:44 Financial Buckets: Short-term, Mid-term, Long-term 15:24 Family Planning: IVF Costs & Employer Benefits 18:52 Rent vs. Buy: Homeownership in Brooklyn 20:16 Wealth Building and Down Payment Strategies 22:55 Next Steps: Action Plan & Financial Review 24:36 Recap and Next Steps (CRC # 4678383)

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