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Couchside Conversations

Modearn®

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.

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Эпизоды

50 эпизодов

  1. Why Do You Feel Financially Behind? (And How to Rethink It) 31:12
  2. I Want to Change Careers, But Can I Afford To? What to Know Before You Leap 30:50
  3. How Do You Build a Portfolio That's Ready for Uncertainty? 30:14
  4. Financial Planner or DIY: How Do You Know Which One Is Right for You? 22:58
  5. Stay and Renovate or Sell and Move? How to Decide 17:04
  6. ChatGPT Said So - But Does It Apply To You 28:17
  7. How Much is Enough? 21:10
  8. Top Reasons We Overspend (Even Financial Advisors Do It) 24:36
  9. Ask a Therapist: How to Make Your Relationship Work 32:16
  10. The Invisible Load of Mid-Life 21:49
  11. How Different Generations View Wealth 20:34
  12. A Family Meeting: Creating Shared Understanding Around Wealth 22:02
  13. Where to Live in Retirement 25:56
  14. Making Memory Bank Deposits: Tips for Planning Your Next Vacation 21:09
  15. What's Your Number? 24:49
  16. ChatGPT vs. Financial Advisor 21:05
  17. Maximizing Your Credit Card Points 20:07
  18. Redefining Work-Life Balance: Presence is Key 20:37
  19. How Your Money History Impacts Your Decisions 19:13
  20. Economic Signals We Can't Ignore and What to Do About Them 29:57
  21. Money & Marriage: Finding Alignment with Your Partner 17:57
  22. Creative Investments Beyond Stocks and Bonds 20:32
  23. How to Maximize Vacations for a Better Life 22:19
  24. Investing in Your Community: Charitable Giving & Impact 21:12
  25. Current Me vs. Future Me: The Modern Investor Dilemma 20:41
  26. Gen X: Complexities of the Sandwich Generation 21:04
  27. Battle of the Spouses: Financial Edition 21:31
  28. Parenting Tips for Financially Savvy Kids 20:34
  29. The Problem With Most Financial Advisors 20:39
  30. Buying a Home vs. Investing in Property 21:18
  31. Keeping Up with the Joneses 17:02
  32. Managing the Cost of Having Children 17:49
  33. Invest in Your Career: How to Maximize Your Benefits 27:26
  34. Smart Tips for Effective Cash Management 15:30
  35. Supporting Your Child's College Plan: A Guide for Parents 24:08
  36. Money Questions I'm Too Embarrassed to Ask 31:35
  37. The Financial Side of Parenthood: IVF, Birth and Beyond 21:19
  38. Estate & Tax Laws Might Change Next Year: What You Should Know 37:58
  39. How Your Money Mindset Impacts Your Goals 36:50
  40. Smart Spending Strategies: Life, Family, Career & Investments 49:35
  41. Buying a Second Property: Smart Investment or Risky Move? 24:01
  42. 3 Biggest Money Mistakes I Wish I Avoided 23:55
  43. Remodeling Realities: The True Cost of Home Upgrades 21:08
  44. The Modern Business: How We Think About Growth & Culture 28:34
  45. Smart Ways to Give and Receive an Inheritance 33:52
  46. How to Travel More with Credit Card Points 14:14
  47. Modearn™: Advice for Millennials & Gen X 37:07
  48. Money & Marriage: Finding Alignment with Your Partner 18:26
  49. 3 Mistakes to Avoid if You’re Self-Employed 34:03
  50. From the Heart and the Wallet: Charitable Giving That Makes Sense 33:26