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)…
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Teaterpedia Podcast adalah podcast kesenian yang bicara apa saja soal kesenian dari segala hal yang membuat hidup lebih asyik. Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Serial visualisasi puisi Selamat Menunaikan Ibadah Puisi Episode 2: “Malam Pertama” Karya Joko Pinurbo | Alih wahana & Sutradara : Faizal Ridho Bakrie | Narator: Wimpi Tito | Ilustrasi: Renaldo Putra | Penata Suara : Annaufal Abddurazaq | Koordinator Pelaksana : Abid Sikumbang | Perancang Program : Robert Mugabest. Saksikan visualisasi puisi SELAMA…
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Arti & Raga oleh @helatulis --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Situasi pandemic sekarang ini memang membuat malas kita untuk keluar rumah, yang biasanya kita selalu keluar rumah untuk melepas kepenatan dengan menonton pementasan teater dengan mengunjungi ke gedung-gedung pertunjukkan. Namun hal itu sulit sekali kita temukan sekarang ini. Pada sabtu, 13 maret. Sontak kaget dan tidak menyangka ada pementasan tea…
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Perjalanan selalu terlihat indah. Persiapannya, rencananya, sampai hari terlaksananya. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Apakah kebahagiaan itu ? bagi bona kebahagiaan adalah ketika dirinya pertama kali membuka mata dan bertatap muka dengan ibunya. Namun kebahagian itu diambil dalam sekejap darinya ketika bona terbangun dalam kegelapan terjebak di sebuah peti bersama 2 temannya yang lain. Apa yang sebenarnya terjadi dengan bona ? Apakah kebahagian benar-benar telah d…
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Tak terkira senangnya Andeh ketika membawa bayi orang utan yang ditemukannya di perkebunan sawit. Senyumnya merekah, sepanjang jalan dia bersenandung. Sesampai dirumah, hewan mungil itu dipamerkan ke suaminya Saifun. Namun kebahagiaan itu terancam sirna karena hewan mungil itu hendak diambil oleh Verawati seorang dokter hewan dan dibawa ke balai ka…
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Dua manusia yang baru saja berpisah dan salah satu dari mereka berpikir bahwa waktu dan kejadian tetap akan berjalan semestinya walaupun mereka berdua tidak bertemu atau bertemu sekalipun. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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"Setiap manusia selalu memiliki mimpi yang dibuat secara sengaja maupun tidak sengaja. Dalam jangka waktu panjang maupun pendek. Tapi aku dan kamu, tidak akan pernah tahu apa yang akan hadir di depan. Tidak ada yang bisa menebak dalam perubahan keinginan manusia. Bisa saja berubah dalam satu tahun kemudian, atau satu detik sekalipun. Kita, akan ter…
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Di sebuah kontrakan, milik Pak Iwan. Disana terdapat 3 kamar, namun yang terisi hanya pada salah satu kamar, yaitu kamar Ipur. Malam itu, Zarkasih sedang berkunjung ke kamar kontrakan Ipur, ia baru saja sedang ada masalah dengan istri nya yang kabur dari rumah. Disana mereka bicara tentang buku tamu, tentang kelas kata, hingga membicarakan tentang …
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Guru Isa, nama panggilannya, adalah seorang pengajar yang gemar musik dan sepakbola serta dihormati orang-orang di sekitarnya. Namun jauh di dalam hati, Guru Isa menyimpan kesedihan yang begitu dalam akibat sisa-sisa perang meski Indonesia baru menyatakan kemerdekaannya beberapa bulan lalu. Ia membenci kekerasan. Kecamuk yang dipendam memengaruhi r…
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#SajakTeaterpedia : Aksara Juli - Caturdasa --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Selama masa pandemi ini, frekuensi dan intensitas kegiatan kita berkurang. Mau tidak mau, akhirnya kita memiliki lebih banyak waktu untuk diam, mengendapkan diri, dan berefleksi. Teaterpedia x Aksara Jingga mempersembahkan Refleksi Dari Rumah. Mari berbagi dan bacakan sajak mu. --- Support this podcast: https://podcasters.spotify.com/pod/show/teate…
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#SajakTeaterpedia : Klise oleh Yeliana Pricentia --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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#SajakTeaterpedia : Perjalanan oleh Novie Dwi Anjani --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Selamat Datang di Rekam Jejak, Rekam Jejak adalah ruang diskusi alternatif yang membahas dan menjelajahi gagasan, pengalaman dan fenomena yang terjadi. Disini, kami mengundang teman-teman, kerabat, kenalan dan pakar-pakar dengan beragam latar belakang untuk memperkaya diskusi kami. Selamat menyaksikan Rekam Jejak-Teaterpedia bersama Rosandi Nakka. …
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Selamat Datang di Rekam Jejak, Rekam Jejak adalah ruang diskusi alternatif yang membahas dan menjelajahi gagasan, pengalaman dan fenomena yang terjadi. Disini, kami mengundang teman-teman, kerabat, kenalan dan pakar-pakar dengan beragam latar belakang untuk memperkaya diskusi kami. Selamat menyaksikan Rekam Jejak-Teaterpedia bersama Rosandi Nakka. …
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#SajakTeaterpedia : Tety Fajrul Aini - Jarak --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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#SajakTeaterpedia : Menapak Lagi oleh Nadya Angelina --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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#SajakTeaterpedia : Irma Maulani - Engkaulah Laut Itu karya Wida Waridah --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Mengenang karya-karya Sapardi Djoko Damono melalui #SajakTeaterpedia Mari bacakan puisi, sastra dan kepenyairan Sapardi Djoko Damono sebagai persembahan terima kasih atas semua karya-karya nya. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Beberapa hal sederhana yang harus kamu siapkan sebelum memulai tulisan fiksi. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Periode saat seseorang berusia 20-an mengalami insecurity, kehidupan dewasa datang, krisis pun menghadang. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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selasarasa, sebuah ruang bercerita untuk melepas penat. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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selasarasa, sebuah ruang bercerita untuk melepas penat. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Perubahan budaya yang dibahas adalah sebelum pengaruh internet yang belum begitu besar dampaknya, sampai internet yang sudah menjadi bagian dalam kehidupan setiap manusia sekarang ini. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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#SajakTeaterpedia --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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#SajakTeaterpedia --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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#SajakTeaterpedia --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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#SajakTeaterpedia : Ruang baca puisi/sajak secara daring. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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#SajakTeaterpedia : Ruang baca puisi/sajak secara daring. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Seni bukan cuma soal eksistensi. Tapi juga harus terampil menatap ke belakang sebagai referensi, dan ke depan sebagai aktualisasi. Teaterpedia hadir tuk merangkum keduanya. Menjadikan pertunjukan di atas pentas sebagai peristiwa seni yang tak hanya asyik ditonton, namun juga menarik untuk dikritik, diulas, dan dikaji. Ini wadah bagi siapa saja yang…
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Teaterpedia Podcast adalah podcast teater yang akan bicara apa saja soal teater dari segala hal, daru mulai jadwal pertunjukan, analisis pertunjukan, sampai aspek non-teknis di luar pertunjukan. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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teaterpedia Podcast adalah podcast teater yang akan bicara apa saja soal teater. dari mulai hal pertunjukan sampai hal-hal di luar panggung. teaterpedia memberikan semua yang anda butuhkan soal teater. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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teaterpedia Podcast adalah podcast teater yang akan bicara apa saja soal teater. dari mulai hal pertunjukan sampai hal-hal di luar panggung. teaterpedia memberikan semua yang anda butuhkan soal teater. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Teaterpedia - #BincangTeater Berangkat Dari Ekstrakurikuler --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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teaterpedia Podcast adalah podcast teater yang akan bicara apa saja soal teater. dari mulai hal pertunjukan sampai hal-hal di luar panggung. teaterpedia memberikan semua yang anda butuhkan soal teater. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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teaterpedia Podcast adalah podcast teater yang akan bicara apa saja soal teater. dari mulai hal pertunjukan sampai hal-hal di luar panggung. teaterpedia memberikan semua yang anda butuhkan soal teater. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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Teaterpedia Podcast adalah podcast teater yang akan bicara apa saja soal teater dari segala hal, daru mulai jadwal pertunjukan, analisis pertunjukan, sampai aspek non-teknis di luar pertunjukan. --- Support this podcast: https://podcasters.spotify.com/pod/show/teaterpedia/support
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