THE FINANCIAL COMMUTE
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
THE FINANCIAL COMMUTE
Transferring Wealth Wisely
Transferring wealth is never just about dollars. It’s about values, expectations, relationships, and the messy emotions that often come with. In this insightful conversation from our 2025 Investor Symposium, Estate Planning Attorney Brian Standing and Wealth Advisor Patrice Bening unpack the realities of gifting and inheritance. They explore how thoughtful structures can turn money into meaning and ensure that your wealth is optimized and transferred with intention.
Tune in if you're interested in…
- Understanding the difference between giving money and passing on values
- How to support adult children without creating dependency or misaligned expectations
- When and why to use trusts, even for responsible heirs
- Structuring gifts that empower rather than overwhelm
- Navigating tricky family dynamics when heirs have different levels of responsibility