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.
Episodes
136 episodes
RMDs Explained: How, When & Why They Matter
On this week's episode of THE FINANCIAL COMMUTE, Financial Planning Advisor Brittany Yudkowsky joins Chris to talk about RMD planning.• Required Minimum Distributions (RMDs) must start by age 73.• Strategies like Roth co...
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13:20
Trump, the Fed, and the Fight Over Interest Rates
On this week's episode of THE FINANCIAL COMMUTE, Wealth Advisor Mike Rudow joins Chris to discuss the Fed's decision to keep rates high.Here are some key takeaways:Trump recently criticized the Fed for keeping rates ...
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Season 1
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Episode 135
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13:44
Watch This Before You Move States to Avoid Taxes
On this week's THE FINANCIAL COMMUTE episode, CPA Chris Passmore joins Chris Galeski to discuss moving states to save on taxes. Does it always make sense?Here are some key takeaways from their conversation:Headlines ...
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Season 1
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Episode 134
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20:03
What Financial Advisors Think About "Die with Zero"
On this week's episode of THE FINANCIAL COMMUTE, Chris and Kevin discuss a book they recently enjoyed, Die with Zero by Bill Perkins. Are most of us over-saving and under-living?Here are some key takeaways from their co...
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Season 1
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Episode 133
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16:17
Market Volatility & How We Protect Your Portfolio
On today's special episode of THE FINANCIAL COMMUTE, Jeff and Meghan address the recent volatility in the stock market and how Morton Wealth protects clients' portfolios amidst uncertainty.This episode was filmed on the morning ...
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Season 1
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Episode 132
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9:40
5 Must-Know Travel Tips for Your Next Vacation
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and COO & CMO Stacey McKinnon discuss their five best travel hacks.Here are some key takeaways from their conversation:FLIGHTS: Onc...
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Season 1
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Episode 131
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22:46
Should You Own or Lease Your Car?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Patrice Bening discuss buying vs. leasing cars. Which is better?Here are some key takeaways from their conversation:While leasing...
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Season 1
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Episode 130
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16:59
Money Conversations Every Couple Should Have
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and his wife Briana discuss the importance of having intentional conversations about money with your partner and how to do so. Here are some key takeaways ...
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Season 1
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Episode 129
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16:40
Are Tariffs Making America Stronger or More Expensive?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Beau Wirick discuss tariffs, their effect on the market, and how to prepare for the future as a consumer/investor. Chris notes that...
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Season 1
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Episode 128
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15:00
2025 Tax Laws: What’s Changing & How to Stay Ahead
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Scott Gilmore, CEO of Ascend Tax and Business Advisors, discuss upcoming tax law changes and how to maximize your tax benefits in 2025.Here are some key tak...
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Season 1
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Episode 127
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23:18
U.S. Stocks Are Expensive – Time to Invest Abroad?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to discuss overpriced U.S. stock valuations and whether investors should consider international stocks.Here are some key takeaways from ...
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Season 1
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Episode 126
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21:22
Protect Yourself From Fraud: Cybersecurity 101
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Executive Vice President Eric Selter invites Carmine Cicalese, Senior Partner at Digital Privacy & ...
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Season 1
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Episode 125
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21:43
Beyond the Green: How Pro Golf Led Chris to Finance
On this week's episode of THE FINANCIAL COMMUTE, we learn about host Chris Galeski's background in professional golf and how he made the switch to wealth management. Chief Operating Officer and Chief Marketing Officer Stacey McKinnon t...
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Season 1
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Episode 124
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19:54
The Hidden Forces Driving Interest Rates & Market Volatility
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Investment Officer Meghan Pinchuk to discuss interest rates, the hidden forces behind them and their impact on the economy.Here are some key take...
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Season 1
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Episode 123
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23:51
Beyond the Hype: The Real Value of Bitcoin According to Nik Bhatia
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Nik Bhatia, professor at USC, author of Layered Money and host of The Bitcoin Layer podcast to discuss Bitcoin's evolution and role in societ...
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Season 1
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Episode 122
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30:11
Investments that Produce Cash Flow
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Our Chief Investment Officer Meghan Pinchuk welcomes our fund managers, Rich Gammill of Proterra, John ...
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Season 1
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Episode 121
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54:09
California Fires 2025: Next Steps to Take
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Chief Operating Officer & Chief Marketing Officer Stacey McKinnon share advice for those affected by the Los Angeles fires and tips for preparing for future em...
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Season 1
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Episode 120
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26:00
Investing Wisely in 2025
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Operating Officer and Chief Marketing Officer Stacey McKinnon to discuss how to invest wisely in 2025, especially during uncertain times.Here are...
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Season 1
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Episode 119
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22:27
Inherited an IRA? What To Know For 2025
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Patrice Bening to discuss how to strategize distributions when inheriting IRAs, complexities introduced by Secure Act changes in 2020, and what...
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Season 1
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Episode 118
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18:37
Hidden Gems in Real Estate Investing
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Our Chief Investment Officer Meghan Pinchuk welcomes our real estate fund managers, Megan Pautler-Gutni...
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Season 1
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Episode 117
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53:50
Time's Running Out: Financial To-Dos Before 2025
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski and Financial Planning Advisor Amber McBride discuss year-end financial planning items to stay on top of. Here are some key takeaways from their conversati...
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Season 1
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Episode 116
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12:45
Would You Rather Give to Charity or the IRS?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Wealth Advisor Mike Rudow to discuss charitable giving strategies to ensure you are optimizing your donations.Here are some key takeaways from their con...
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Season 1
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Episode 115
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12:23
Liquidity: Blessing or Curse?
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. CEO Jeff Sarti, Chief Investment Officer Meghan Pinchuk, and Wealth Advisor Chris Galeski discuss the a...
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Season 1
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Episode 114
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19:21
Replacing Income in Retirement
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Wealth Advisors Kevin Rex, Joe Seetoo and Mike Rudow discuss strategies that could help replace income ...
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Season 1
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Episode 113
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20:49