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
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 @morton_wealth 's 2023 Investor Symposium to discuss making wise financial decisions that maximize our joy and memories with loved ones, making sacrifices for long-term goals, identifying the “why” behind our wealth, and making financial planning easier through methods like automatic deductions.
Stay tuned for more Couchside Conversations episodes! We have topics coming up like…
- Battle of the Spouses: Financial Edition
- Parenting Tips for Financially Savvy Kids
- Protecting Your Family Using Insurance
- Gen X: Complexities of the “Sandwich Generation”