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
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 steps to help you feel more confident no matter what the economy throws your way.
Tune in if you’re interested in…
• Knowing how a recession might impact you, depending on your life stage
• Learning the “three-bucket” approach to financial security
• Building a resilient investment strategy that prioritizes income
• Stress-testing your retirement plan for unexpected events
• Feeling more emotionally prepared for uncertainty