business
Hosted by Morton Brown Family Wealth · business · EN
Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the world of personal finance with a purpose and seek to inspire others to do the same. This podcast is produced by Morton Brown Family Wealth, an SEC-registered investment advisor. This podcast is designed for educational and informational purposes and is not intended as investment advice.
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Contact path
Verified email
Booking probability
40%
Guest openness
Selective
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Signup to Generate a PitchDiscover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents.
Simply Why is hosted by Morton Brown Family Wealth. The show has published 41 episodes to date.
Recent episodes include "Warning Signs" (20 May 2026, 21 minutes), "Three Words for 2026" (5 March 2026, 18 minutes), and "Embracing Goodness" (5 November 2025, 18 minutes).
Simply Why publishes roughly every few months, with episodes averaging 19 minutes across 41 episodes.
Booking probability for Simply Why is 40%, and the host is rated Selective on guests. Simply Why requires a Pod Score of 80 or higher. Simply Why's contact route on record: verified email.
The strongest fits for Simply Why are Investment Banking & Trading and Investing & Wealth Management. Simply Why has a business audience.
Morton Brown Family Wealth hosts Simply Why, a business podcast with 41 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.
Episode #39
In this episode of the Simply Why Podcast, Dennis and Katie discuss the growing “warning signs” they are seeing across the financial and professional services industries. From private equity acquisitions and succession...
Episode #38
Each year, Dennis and Katie choose three words to guide their leadership, their team, and the experience they create for the families they serve. In this episode of Simply Why, they reflect on 2025’s words (bold...
Episode #37
When everything seems to be at an all-time high, including stocks, housing, gold, and even money market balances, it can feel like the “good old days.” But what do you do when things are this good? In this episode...
Episode #36
When new families bring in their investment statements, Dennis Morton and Katie Brown often see the same thing: complexity that doesn’t serve the client. In this episode, they pull back the curtain on why portfolios so...
Episode #35
Caught between your business and your future? If you’re a business owner who’s poured everything into building your company—your time, energy, and even your personal finances—you’re not alone. But when personal and...
Episode #34
Stuck in financial paralysis? Dennis and Katie are back! Kicking off 2025, they’re diving into the mindset shifts that can make all the difference in your financial life. In this episode of Simply Why , Dennis Morton...
Episode #33
Why do leaders make the best clients? In this episode of the Simply Why podcast, hosts Dennis Morton and Katie Brown dive into the significance of leadership in the realm of financial planning and advisory...
Episode #32
It's a real jungle out there. In this episode of Simply Why, Dennis Morton and Katie Brown reflect on Mark Hurley's whitepaper "Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry"...
Episode #31
We've all been there. You meet a financial advisor out in the wild. You feel the wind-up, expecting the pitch to come at any moment. *CRINGE* In this episode of Simply Why, Dennis Morton and Katie Brown expose their own...
Episode #30
Have you ever been given a ton of disclosures and paperwork in the name of financial transparency, only to find yourself drowning in confusion and uncertainty? In the latest episode of Simply Why, hosts Dennis Morton...
Episode #29
40% of our happiness comes down to the choices we make. In this episode of Simply Why, Dennis Morton and Katie Brown engage in a meaningful conversation about the age-old debate of whether money can truly buy happiness...
Episode #28
What's the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn't just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode...
Episode #27
According to Fidelity's annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don't have a problem with the...
Episode #26
A stubborn ego can cloud one's judgment, leading to short-sighted investment decisions. This is significantly pronounced in recent market phenomena, like the cryptocurrency and NFT trends, where inflated egos led to the...
Episode #25
Dive into this captivating conversation where Dennis and Katie reveal the simple three-word strategy that has helped drive their business growth for the past five years. Learn how you can use this simple exercise to...
Episode #24
The last few years for investors have been historic and exhausting. Katie and Dennis take a look back at how fast-paced the financial markets changed and the challenges faced by investors. With different things working...
Episode #23
Looking forward to a new year, Dennis and Katie describe how they've structured this into an annual activity with their team and how it could translate into a powerful tool for couples and families planning for the year...
Episode #22
Do you have a plan for the new year ahead? Dennis and Katie reveal how their planning sessions at year-end evolved into a need to recast their vision for the future. They reflect on their journey and share what led them...
Episode #21
Dennis and Katie give some examples of the random collection of investments and products they've seen built up over time on client statements. They explain why a cluttered portfolio can be a detriment to achieving...
Episode #20
Dennis and Katie discuss Morgan Housel's new book Same as Ever: A Guide to What Never Changes. Dennis and Katie dive into Housel's chapter titled "Does Not Compute". They explore the author's real-life examples of how...
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