关于这个播客 🔗
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.
更新频率:
every 19 days
平均音频长度:
25 minutes
英语
美国
50 集
自从 2025年7月19日
episodic
最新一集 🔗
Most people who feel financially behind have never stopped to ask what they’re behind on.
In this episode of Couchside Conversations, Wealth Advisors Mike Rudow and Ian Rennick dig into one of the most common yet least examined feelings their clients bring to them: the sense that everyone else is...
以前的节目 🔗
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 sal...
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 th...
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 Yu...
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 t...
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 thei...
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 license...
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 re...
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