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
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 card points are his most powerful tool for funding travel, amplifying everyday spending, and freeing up cash for bigger financial goals. If you want to know how he saved over $24,000 on a trip to Europe using points, don’t miss this episode.
Tune in if you're interested in…
* The smartest ways to earn, redeem, and not waste credit card points
* Which cards offer real value
* Strategies business owners can use to supercharge point accumulation
* Real examples of turning everyday spending into luxury travel
* How to align point-earning with your financial goals and values