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.
Episodes
42 episodes
Ask a Therapist: How to Make Your Relationship Work
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 Co...
The Invisible Load of Mid-Life
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 u...
How Different Generations View Wealth
Each generation is shaped by its upbringing and the defining events of its time. In this episode of Couchside Conversations, Wealth Advisors Sophie Leahy, Austin Overholt, and Beau Wirick explore how these influences shape financial de...
A Family Meeting: Creating Shared Understanding Around Wealth
56% of Americans say their parents never discussed money with them. In this Couchside Conversations episode, Wealth Advisors Eric Selter, Priscilla Brehm, and Chris Galeski discuss why so many families avoid these conversations... and why they ...
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 weig...
Making Memory Bank Deposits: Tips for Planning Your Next Vacation
Ever notice how you never regret the vacations you take… only the ones you postpone? In this episode, Morton Wealth Advisor Kevin Rex (who also happens to be a seasoned jet-setter) joins his wife, Nicole, and their best friends, Julia and Nick ...
What's Your Number?
Ever wonder how much money you need to retire comfortably? The reality is, your “number” changes at every stage of life. Join Modearn® Advisors Chris Galeski, Joe Seetoo, and Kevin Rex as they explore retirement planning, challenge common rules...
ChatGPT vs. Financial Advisor
Artificial intelligence is transforming nearly every industry, but what does it really mean for financial advice? In this conversation from our 2025 Investor Symposium, Financial Advisors Beau Wirick and Mike Rudow break down how t...
Maximizing Your Credit Card Points
Credit card points are a fun bonus, but as Wealth Advisor Patrice Bening and guest expert Greg Eisenman reveal in this session from Morton Wealth’s 2025 Investor Symposium, they can be much more than that. Greg shares how credit car...
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 lov...
How Your Money History Impacts Your Decisions
The way you handle money doesn’t just come down to income and expenses. Your mindset, which can be dictated by everything from childhood experiences to modern-day pressures, may be the most important determinant in your financial life.
Economic Signals We Can't Ignore and What to Do About Them
One of the most common client questions our advisors have been receiving is, “What should I do if we go into a recession?”While no one can predict the next downturn, CEO Jeff Sarti and Modearn® Advisor Beau Wirick break down practical s...
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.
Creative Investments Beyond Stocks and Bonds
There are more ways to invest than just in the traditional stocks and bonds market. Sometimes, thinking outside the box can unlock untapped potential for investors and offer ways to diversify one's portfolio and protect against volatility. Mode...
How to Maximize Vacations for a Better Life
Welcome to our very first episode of Couchside Conversations, a Modearn™ video series about real conversations to empower you to enjoy the experiences of today while planning for your future. All too often, we get caught up in the daily...
Investing in Your Community: Charitable Giving & Impact
There are so many charities we can support out there but sometimes, it can feel overwhelming to choose which ones to donate our time, effort and money to. How can we pick the right organizations and give efficiently to ensure our resources are ...
Current Me vs. Future Me: The Modern Investor Dilemma
How can we find the balance between enjoying life in the present and fulfilling our current needs, while still preparing for the future? Wealth Advisors Priscilla Brehm and Stacey McKinnon take the stage at
Gen X: Complexities of the Sandwich Generation
How can we balance taking care of our growing children and aging parents at the same time? This is a dilemma many adults in their 40s and 50s are facing today. In fact, over 50% of individuals in this age range are feeling the pressure of being...
Battle of the Spouses: Financial Edition
Studies show that disagreeing over money is one of the top reasons for divorce. Is it possible for couples to prevent finances from deteriorating their relationship, and instead embrace the topic of money in a healthier and more productive way?...
Parenting Tips for Financially Savvy Kids
Money can feel like a taboo topic in a lot of households. In fact, more than 60% of parents are uncomfortable talking about money with their kids and therefore avoid having discussions around money entirely. Our upbringing can play...
The Problem With Most Financial Advisors
What are the main problems in the financial advisory industry? How is Morton producing solutions to these pain points? Wealth Advisors Stacey McKinnon and Beau Wirick take the stage at Morton Wealth's 2023 Investor Symposium to answer thes...
Buying a Home vs. Investing in Property
Buying real estate feels more complex than ever in today’s market. However, investing in real estate or becoming a homebuyer is still top of mind for many people. With higher interest rates, an increasingly competitive housing market, and the r...
Keeping Up with the Joneses
You’ve probably heard of the phrase “keeping up with the Joneses,” but did you know it first appeared in a comic strip back in 1913? Use of the expression became a way to refer to people who focus on comparing themselves to their neighbor. A lo...
Managing the Cost of Having Children
Kids are expensive. In fact, raising a child to age 18 can cost between $200,000 and $350,000- and that doesn’t even include additional expenses like extracurricular activities and private schooling. From small expenses like school supplies to ...
Invest in Your Career: How to Maximize Your Benefits
If you’re struggling to understand your employee benefits, you’re not alone. As your career evolves, it can become increasingly complex to navigate and optimize the extra benefits that are available to you beyond just your base salary. Modearn™...