# Stacey Mckinnon
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Top podcast episodes featuring stacey mckinnon.
Smart Ways to Give and Receive an Inheritance
Did you know that 70% of the time, family assets are lost from one generation to the next, and assets are gone 90% of the time by the third generation? Giving, receiving, and using one's inheritance wisely isn't easy and usually takes a lot of intentional planning and emotional consideration.In thi…
Modearn™: Advice for Millennials & Gen X
Three years ago, we launched Modearn™, a flat-fee financial planning service designed for Gen Xers and Millennials seeking personalized advice without the traditional barriers. In this episode of Couchside Conversations, financial advisors Stacey McKinnon and Beau Wirick share the story behind Mode…
Money & Marriage: Finding Alignment with Your Partner
Did you know that approximately one in three Americans feels uncomfortable talking about finances with their partner? Although it’s a sensitive topic, money is a critical part of relationships that needs to be discussed with intention. In this episode, Modearn® Advisors Stacey McKinnon and Michael …
Redefining Work-Life Balance: Presence is Key
Should we strive for a work-life balance... or work-life presence?In this episode of Couchside Conversations, Kevin Rex and Stacey McKinnon explore the difference between the two and how to set healthy boundaries with colleagues and loved ones.Tune in if you’re interested in…• Why “presence” is a h…
The Realities of Selling Real Estate
Owning investment real estate can feel like a badge of honor until the rising costs, headaches from maintenance, and shrinking returns start to tell a different story.
At our 2025 Investor Symposium, COO & CMO Stacey McKinnon and Wealth Advisor Kevin Rex unpacked the tradeoffs of holding vs. selli…
Where to Live in Retirement
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 home or…
The Real Cost of Gifting Money to Your Children
Giving money to your children is one of the most generous things a parent can do. It’s also one of the most consequential. And the consequences aren’t always the ones you planned for.
In this episode of Couchside Conversations, Stacey McKinnon and Chris Galeski walk through what actually happens wh…
How Much is Enough?
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 C…
Chap GPT Said So - But Does It Apply To You
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 …
Stay and Renovate or Sell and Move? How to Decide
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 b…
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