Couchside Conversations
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.
Couchside Conversations
Latest Episodes
How Do You Build a Portfolio That's Ready for Uncertainty?
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 do...
Financial Planner or DIY: How Do You Know Which One Is Right for You?
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 Financi...
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 Au...