education
Hosted by Modearn® · education · EN
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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Contact path
Public web form
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchModern 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?
Couchside Conversations is hosted by Modearn®. The show has published 50 episodes to date.
Recent episodes include "I Want to Change Careers, But Can I Afford To? What to Know Before You Leap" (2 October 2026, 31 minutes), "How Do You Build a Portfolio That's Ready for Uncertainty?" (11 September 2026, 30 minutes), and "Financial Planner or DIY: How Do You Know Which One Is Right for You?" (22 August 2026, 23 minutes).
Couchside Conversations publishes roughly monthly, with episodes averaging 23 minutes across 50 episodes.
Booking probability for Couchside Conversations is 31%, and the host is rated Selective on guests. Couchside Conversations requires a Pod Score of 80 or higher. Couchside Conversations's contact route on record: public web form.
The strongest fits for Couchside Conversations are Investing & Wealth Management. Couchside Conversations has an education audience.
Modearn® hosts Couchside Conversations, an education podcast with 50 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Couchside Conversations
Most people who want to change careers don’t quit because they’re not ready emotionally. They stay because they’re not sure they can afford to leave. In this episode of Couchside Conversations, Wealth Advisors Kevin Rex...
Couchside Conversations
Most portfolios are built around two choices: stocks or bonds. But what happens when both go down at the same time, as they did in 2022? In this episode of Couchside Conversations, Director of Financial Planning Beau...
Couchside Conversations
Social media is full of people telling you financial advisors can’t be trusted. Some of those takes are worth hearing. Others are blanket advice dressed up as insight. In this episode of Couchside Conversations...
Couchside Conversations
For most people, “enough” starts as a number. A salary, a savings target, a net worth figure that feels like the finish line. But as you build a business, raise a family, and move through life’s harder moments, that...
Couchside Conversations
We expect financial advisors to have it all figured out. Fully optimized budgets, zero impulse purchases, complete immunity to a well-timed discount code. The reality is considerably more human. In this episode of...
Couchside Conversations
Most couples wait an average of seven years longer than they should before going to therapy. Seven years of unspoken assumptions, avoided conversations, and tension that could have been addressed so much sooner. In this...
Couchside Conversations
Somewhere between building a career, raising children, supporting aging parents, and becoming the new leader of one’s family, life gets complicated. In this episode of Couchside Conversations, Wealth Advisors Stacey...
Couchside Conversations
Each generation is shaped by its upbringing and the defining events of its time. In this episode of Couchside Conversations , Wealth Advisors Sophie Leahy, Austin Overholt, and Beau Wirick explore how these influences...
Couchside Conversations
56% of Americans say their parents never discussed money with them. In this Couchside Conversations episode, Wealth Advisors Eric Selter, Priscilla Brehm, and Chris Galeski discuss why so many families avoid these...
Couchside Conversations
What happens when the home you love no longer supports the life or community you want? In this thoughtful conversation, COO & CMO Stacey McKinnon interviews newly retired advisor Jason Naiman about how he and his wife...
Couchside Conversations
Ever wonder how much money you need to retire comfortably? The reality is, your “number” changes at every stage of life. Join Modearn® Advisors Chris Galeski, Joe Seetoo, and Kevin Rex as they explore retirement...
Couchside Conversations
Ever notice how you never regret the vacations you take… only the ones you postpone? In this episode, Morton Wealth Advisor Kevin Rex (who also happens to be a seasoned jet-setter) joins his wife, Nicole, and their best...
Couchside Conversations
Artificial intelligence is transforming nearly every industry, but what does it really mean for financial advice? In this conversation from our 2025 Investor Symposium, Financial Advisors Beau Wirick and Mike Rudow...
Couchside Conversations
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...
Couchside Conversations
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...
Couchside Conversations
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...
Couchside Conversations
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...
Couchside Conversations
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...
Couchside Conversations
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...
Couchside Conversations
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...
Recent guests on Couchside Conversations. Study who booked and why before you pitch.
Wealth Advisor, Modearn® Advisors
Modearn® Advisors
Modearn™
Morton Wealth
PitchCentric classifies Couchside Conversations under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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