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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.
Unknown Host hosts 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 defi
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 Couchs
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
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 McKi
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 conver
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, S
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 sh
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 planning
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
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 break
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 ho
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 c
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
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
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
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
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
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
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 e
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
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Couchside Conversations is hosted by Unknown Host. The show is categorised under Education and has published 0 episodes.
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