על אודות פודקאסט זה 🔗
Modern life for Gen Xers and Millennials is complicated. Some questions you might be asking yourself...
How do I take care of my aging parents and children at the same time? How do I change my career and make more money? Can I renovate my house? Should I buy an investment property?
Instead of consulting Google and hoping for the best, with Modearn® by Morton Wealth and our video series, Couchside Conversations, you'll always have someone in your corner—a financial advisor who has gone through the same experiences as you. We believe in more than just financial solutions—we focus on building a lasting relationship with you to ensure your success. We prioritize empathy, awareness, and personalized support to help you navigate every decision with confidence.
תדירות עדכון:
every 17 days
אורך אודיו ממוצע:
25 minutes
אנגלית
ארצות הברית
49 פרקים
מאז 19 ביולי 2025
episodic
הפרק החדש ביותר 🔗
Most people who want to change careers don’t quit because they’re not ready emotionally. They stay because they’re not sure they can afford to leave. In this episode of Couchside Conversations, Wealth Advisors Kevin Rex and Kristin Dillon speak from experience: Kevin left a successful medical sale…
פרקים קודמים 🔗
Most portfolios are built around two choices: stocks or bonds. But what happens when both go down at the same time, as they did in 2022? In this episode of Couchside Conversations, Director of Financial Planning Beau Wirick sits down with CEO Jeff Sarti, MBA, CFA®, to explore how Morton Wealth thi…
Social media is full of people telling you financial advisors can’t be trusted. Some of those takes are worth hearing. Others are blanket advice dressed up as insight. In this episode of Couchside Conversations, Director of Financial Planning Beau Wirick and Financial Planning Advisor Brittany Yud…
Most homeowners ask the wrong question. They want to know whether to renovate or move, when the more important question is why they’re asking at all. In this episode of Couchside Conversations, COO Stacey McKinnon and Wealth Advisor Austin Overholt work through the real math and the real emotions …
Two hundred million people a month turn to AI for financial advice. The answers they get are technically accurate, carefully hedged, and almost completely generic. In this episode of Couchside Conversations, Wealth Advisors Stacey McKinnon and Kevin Rex ran a live experiment: they asked ChatGPT to…
For most people, “enough” starts as a number. A salary, a savings target, a net worth figure that feels like the finish line. But as you build a business, raise a family, and move through life’s harder moments, that definition tends to shift in ways that surprise you. In this episode of Couchside …
We expect financial advisors to have it all figured out. Fully optimized budgets, zero impulse purchases, complete immunity to a well-timed discount code. The reality is considerably more human.
In this episode of Couchside Conversations, Morton Wealth advisors Beau and Patrice open up about their…
Most couples wait an average of seven years longer than they should before going to therapy. Seven years of unspoken assumptions, avoided conversations, and tension that could have been addressed so much sooner.In this episode of Couchside Conversations, Advisor Beau Wirick sits down with licensed…
Somewhere between building a career, raising children, supporting aging parents, and becoming the new leader of one’s family, life gets complicated. In this episode of Couchside Conversations, Wealth Advisors Stacey McKinnon and Chris Galeski unpack the realities of midlife: a chapter in which res…
What happens when the home you love no longer supports the life or community you want? In this thoughtful conversation, COO & CMO Stacey McKinnon interviews newly retired advisor Jason Naiman about how he and his wife, Sandy, have been weighing the decision between staying in their longtime ho…
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