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
34 episodes
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...
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20:07
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...
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20:37
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.
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19:13
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...
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29:57
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.
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17:57
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...
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20:32
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...
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22:19
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 ...
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21:12
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
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20:41
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...
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21:04
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?...
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21:31
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...
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20:34
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...
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20:39
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...
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21:18
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...
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17:02
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 ...
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17:49
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™...
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27:26
Smart Tips for Effective Cash Management
There’s more to wealth than maintaining a stable income. Financial health also includes managing your cash in strategic ways. Modearn™ Advisors Kevin Rex and Thao Truong discuss smart ways to help you balance investments and liquidity, the best...
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15:30
Supporting Your Child's College Plan: A Guide for Parents
Navigating life after high school looks a lot different today than it did 20 years ago. With increased academic pressure/competition and higher college application fees, aspiring college students and their families face more stress than ever be...
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24:08
Money Questions I'm Too Embarrassed to Ask
Money can get personal. It’s intertwined with complex emotions, relationships, lifestyle decisions and mindsets. Therefore, it can be normal for many people to avoid asking vulnerable questions about money and talking about these potentially se...
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31:35
The Financial Side of Parenthood: IVF, Birth and Beyond
What is the true cost of parenthood? While many people dream of expanding their family, it is important that aspiring parents fully understand the price tag on things like giving birth, childcare, education, adoption and IVF. Modearn™ advisors ...
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21:19
Estate & Tax Laws Might Change Next Year: What You Should Know
Estate and tax laws are set to expire in 2025, which may usher in new changes. Modearn™ Advisor Stacey McKinnon, Estate and Tax Attorney Brian Standing and Managing Partner of Ascend Advisors Scott Gilmore take the stage at Morton Wealth's ...
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37:58
How Your Money Mindset Impacts Your Goals
How does our relationship with money shape our financial goals? How does the way we perceive wealth and success impact our sense of worth? Is it possible to reverse unhealthy money habits and thought patterns? In this episode live from Morton W...
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36:50
Smart Spending Strategies: Life, Family, Career & Investments
Do you spend too much? Too little? Just right? Answering this question is more complicated than it might sound. In this session, Morton advisors will help attendees bucket their spending into areas that are most meaningful to them and their lif...
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49:35
Buying a Second Property: Smart Investment or Risky Move?
Did you know that two-thirds of high-net-worth Americans who work with a financial advisor own a second home? The one-third who don't already may be considering it... but, there are some crucial questions to ask before anyone should start scrol...
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24:01