Juggling motherhood, wellness and planning for the future. Can she find the balance? Kristin is a working mom navigating midlife, perimenopause and the emotional weight of financial decision-making. She wants to support her daughters, stay healthy and lead by example, but admits she’s always hated talking about money. Host Jamie Roô brings her together with Sarah, a Morgan Stanley Financial Advisor, to talk through values, legacy and building a plan that may bring some measure of comfort. Explore more episodes: https://mgstn.ly/3KuG7Bc Ready to find out more? See what working with a Morgan Stanley Financial Advisor is all about: https://mgstn.ly/4pQBilN 00:00 - Introduction 01:01 - Kristin Hates Talking About Money 05:38 - Meet Financial Advisor Sarah 06:20 - Connecting Physical and Financial Health 10:00 - Kristin’s Desire for Financial Stability for Her Children 13:02 - Linking Health, Anxiety, and Financial Planning 14:12 - Dr. Kim Henderson on Overall Wellbeing 17:21 - Planning for Retirement and Long-Term Care 19:28 - Estate Planning and Protecting Heirs 27:29 - Kristin's Takeaways and Continued Financial Journey (CRC # 4697207)

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