Parhaat Morton Brown Family Wealth Podcastit (2024)

1
Advising Leaders 18:52

3M ago18:52

18:52

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 relationships. Their exploration stemmed from a realization of the consistent presence of leadership roles among their clients, extending beyond…

1
Declines and Comebacks 23:22

3M ago23:22

23:22

Watching your favorite team hit a slump is like seeing your portfolio take a hit in the stock market after a great run. The disappointment of your team's performance mirrors the worry of seeing your investment portfolio fluctuate with the market. It's time to turn this around and find a strategy that can help you weather the ups and downs. Listen o…

1
Surviving the Jungle 20:07

4M ago20:07

20:07

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". They share their take on these insights, emphasizing the need for strategic adaptation and a renewed focus on delivering high-quali…

1
The Pitch 19:17

5M ago19:17

19:17

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 cringy pitch stories and why so many advisors struggle with the awkwardness of feeling like they're expected to sell all the time.…

1
Hot Streaks and Hot Markets 21:21

5M ago21:21

21:21

Does it sound familiar to have a financial plan in place, only to feel like you're not making any progress toward your long-term goals? You've probably been told to save money and invest, but the lack of results leaves you feeling frustrated and stuck. Hot streaks are exciting. Hot markets are encouraging. But long-term financial planning is (and s…

1
Fostering Transparency 16:31

5M ago16:31

16:31

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 and Katie Brown dive into the world of financial transparency and its impact on your financial well-being. The episode unpacks the ch…

1
Finding Happiness 18:40

5M ago18:40

18:40

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. They provide a fresh perspective on the relationship between money and happiness, drawing insights from positive psychology and be…

1
Caitlin Clark Effect and Economic Indicators 17:16

8M ago17:16

17:16

If you're feeling frustrated with the constantly changing predictions about interest rates and the economy, and all the uncertainty around your investment strategies, then you are not alone! You might be trying to keep up with the latest economic indicators and interest rate forecasts, only to find yourself second-guessing your decisions. By stayin…

1
March Madness and Quarterly Performance 25:45

8M ago25:45

25:45

If you're feeling frustrated with the unpredictability of the stock market and unsure about the impact of potential interest rate cuts, then you are not alone! It's like trying to predict the outcome of the NCAA national championship with constantly changing rules and players. In this episode: Engage with the March Madness excitement as the hosts s…

1
Bracket Busters and Balanced Portfolios 26:58

8M ago26:58

26:58

Does watching NCAA basketball and rooting for the underdogs sound familiar? Have you ever been told that picking underdog stocks is the way to achieve financial success, only to end up feeling the pain of disappointment? If you've ever experienced the thrill of rooting for the unexpected in sports, only to be let down, you might be feeling the same…

1
Investing Habits 18:36

8M ago18:36

18:36

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 underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor A…

1
Deferred Planning 16:32

8M ago16:32

16:32

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 number, but rather the definition of what Americans constitute as a "financial plan". They share how they help families who have deferred…

1
Player Contracts and Career Decisions 25:11

9M ago25:11

25:11

Teams are signing players like Shohei Ohtani to long-term contracts nearing the $1B mark. But what's the impact of these mind-boggling deals? And how does it tie into investing strategies? Stay tuned to uncover the surprising correlation between sports contracts and market dynamics and why it matters. In this episode: Explore the latest trends in p…

1
Overcoming Ego 20:02

9M ago20:02

20:02

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 creation of economic bubbles that ultimately burst, causing in some cases, severe financial damage. Dennis and Katie share the imp…

1
Three Words 20:07

9M ago20:07

20:07

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 integrate your core values into daily decision-making for a purpose-driven and meaningful life. Essentially boiling down to three word…

1
Super Bowl LVIII and Risk Management 24:14

9M ago24:14

24:14

Does it sound familiar to assume everything will go as planned, only to find yourself in a risky situation without a safety net? The pain of not preparing for potential risks can lead to devastating outcomes, leaving you feeling unprepared and vulnerable. In this episode: Examine how Chiefs overtime scenario preparation fueled the big win. Prepare …

1
NIL Deals and Tax Strategies 24:21

9M ago24:21

24:21

It's that time of year again! If you're feeling increasingly stressed when tax season rolls around, it may be time to make some changes. In this episode: Explore the latest college football coaching changes and player transfers that are shaking up the game. Discover potential reforms in college football and their implications for the future of the …

1
Coaching Skills and Tech Stock Earnings 23:25

10M ago23:25

23:25

If you're feeling frustrated by the soaring grocery prices and stagnant inflation, then you are not alone! Despite hopes for some relief, it seems like the cost of groceries just keeps climbing, leaving you wondering when the price hikes will stop. In this episode: Get a financial advisor's perspective on inflation and grocery price trends. Prepare…

1
Introducing Coachable Wealth 1:50

10M ago1:50

1:50

Coachable Wealth is not just another finance podcast; it's a dynamic blend of sports fandom and financial wisdom, curated to empower you to transform your wealth-building journey. Hosts Jon, Cody, and Sean combine their backgrounds as former athletes, coaches, and financial advisors to offer a unique perspective on sports and finance headlines. Wit…

1
Lessons Learned 18:54

10M ago18:54

18:54

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 at different times, it can be easy to lose sight of a plan or strategy. Dennis and Katie share what they've learned over the last f…

1
Looking Forward 19:40

10M ago19:40

19:40

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 ahead. With thought-provoking and sometimes challenging prompts, the Looking Back/Looking Forward exercise provides a framework fo…

1
Vision Casting 23:25

11M ago23:25

23:25

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 back to the drawing board to recraft their future growth plans for the firm. They relate this experience to that of families they …

1
Crafting Cohesion 15:38

11M ago15:38

15:38

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 financial goals while highlighting the importance of a cohesive strategy and identifying purpose when choosing to add something new or m…

1
Seeking Certainty 18:26

12M ago18:26

18:26

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 motivation, emotions, and mindset heavily influence human performance and investor behavior. Get the book: https://www.morganhousel.…

1
Living Abundantly 15:39

12M ago15:39

15:39

This episode is all about abundance. Dennis and Katie share how they help clients to permission themselves to live abundantly, not only during the holiday season but all year round. This is just a part of their role as financial advisors to encourage the families they work with to develop a consistent money mindset. Connect with Katie & Dennis: Con…

1
All About Control 18:17

1y ago18:17

18:17

The feeling of control when it comes to money can be triggering. Dennis and Katie share the varying ways control shows up in client conversations. Our perceived level of control can have lasting impacts on our emotions, tolerance levels, and how we see the world. Katie and Dennis also discuss how a perceived lack of control over finances can create…

1
Delayed Gratification 23:43

1y ago23:43

23:43

Most advisors tout the benefits of sacrificing the now in favor of the future. However, the savings habits formed by clients can cause a tougher transition when turning those savings into a paycheck. Dennis and Katie discuss some drawbacks of delayed gratification in personal finance. They share how they coach couples through these transitions and …

1
Growth Matters 22:29

1y ago22:29

22:29

Why does growth matter? Feeling energized on the heels of Future Proof, Dennis and Katie share their view of what it means to be a growing advisory firm and why that should matter to clients. They offer how they see their own firm's growth leading to better service, better offerings, and more attention for their clients. Katie and Dennis highlight …

1
Market Commentary 14:58

1y ago14:58

14:58

At the end of each quarter, Dennis and Katie's team provide a live public commentary on market performance. In this podcast episode, the advisors share their belief in the importance of this type of communication. They reveal the common themes that pop up in their market commentary and how they encourage healthy investor behavior. Katie and Dennis …

1
Couples' Communication 21:11

1y ago21:11

21:11

How do you communicate about money? Dennis and Katie work with many couples who have different communication styles. In this episode, they highlight the differences they see in communication styles and how that impacts the financial conversation. Katie and Dennis share how they help as advisors to facilitate a safe space for money conversations. Co…

1
Managing Stress 21:20

1y ago21:20

21:20

What stresses out your financial advisor? It may not be what you think. Katie and Dennis disclose common behind-the-scenes stressors for financial advisors and how they can trickle down to clients. Katie and Dennis reveal how they've designed a service model that helps to alleviate stress and allows their team to show up for clients in the best way…

1
Making Mistakes 23:14

1y ago23:14

23:14

Even smart investors make mistakes! Dennis and Katie highlight the common mistakes made by both clients and advisors when it comes to investing. They explore what leads to these pitfalls and tips on how investors can potentially avoid them in the future. Listen in as they share real-life examples and reflect on their role as advisors in reframing p…

1
Advocating for Excellence 18:01

1y ago18:01

18:01

Dennis and Katie are deeply committed to serving as advocates for their clients. Starting with how they built their independent advisory firm, they emphasize how each facet of the business was built with the end client's experience in mind. Katie and Dennis highlight their frustrations in the industry and how they are working to combat overly compl…

1
Coachable Moments 22:03

1y ago22:03

22:03

Dennis shares a personal story of his daughter's recent inspiring coaching experience at the start of the soccer season. He laments the fact that once we leave school, many of us lose those valuable coaches in our lives. Katie and Dennis share how they go beyond the numbers to find coachable moments with their clients to build financial confidence …

1
Navigating Disagreements 20:40

1y ago20:40

20:40

What happens when business partners disagree? Dennis and Katie share the disagreements they navigate as business owners and how they manage a safe space for conflict for their team. They also reveal how they coach clients through disagreements around finances by building their awareness and confidence. Stay tuned to the very end for a fun outtake a…

1
Having Enough 21:00

1y ago21:00

21:00

Dennis and Katie are back to discuss the concept of "enough" in finances and in life. They offer some personal stories and client stories to help think about what "enough" means, the struggles you may face, and why comparison can be the enemy. Dennis and Katie emphasize that "enough" is not necessarily having the most, but rather discovering what i…

1
Becoming Dispensable 27:07

1+ y ago27:07

27:07

On the heels of Dennis’ 5-week family sabbatical, Katie and Dennis reveal the intentional planning that went into allowing a business owner to disconnect and step away. In a world that is numbers-driven, Katie and Dennis challenged themselves early on to define what quality of life meant to them and subsequently built that directly into their busin…

1
Estate Planning Collaboration 24:28

1+ y ago24:28

24:28

As financial advisors, Dennis and Katie value their roles as collaborators with clients and as members of a client's professional team. They specifically examine estate planning and their perspective on representing the “human side” of what can seem like a technical, jargon-filled process. Additionally, Dennis and Katie cover some estate planning b…

1
Defining Your Investment Philosophy 15:09

1+ y ago15:09

15:09

How do you think about money and investing in your family? Katie and Dennis discuss the purpose of an investment philosophy and why it is valuable for couples and families. They share how an investment philosophy adds discipline, consistency, and focus to ensure both spouses understand their money picture. Katie and Dennis share how their own past …

1
Embracing Simplicity in a Complex World 20:09

1+ y ago20:09

20:09

Complexity in your financial life can feel like a bad habit. You can tolerate it for a while, but ultimately it causes challenges, confusion, and disappointment. In the financial industry, complexity shows up in various ways. At times, it is used as a justification rather than a true purpose. Dennis and Katie share how they help clients find simpli…

1
Serving Our Ideal Client 27:38

1+ y ago27:38

27:38

Not all financial advisory firms are created equal. The 401(k) has significantly increased the current number of pre-retirees who have amassed over $1M in investable assets. However, not every firm is designed to serve high-net-worth families. Katie and Dennis offer insight into how they intentionally built their firm to serve their ideal client. F…

1
Questions To Ask A Financial Advisor 23:47

1+ y ago23:47

23:47

After attending an industry conference, Dennis and Katie felt challenged to revisit the standard questions prospective clients ask when evaluating a financial advisor. In this episode, they discuss how to deepen those initial conversations to create a meaningful human connection. They also highlight some red flags to look for when speaking with an …

1
Building a Successful Partnership 30:40

1+ y ago30:40

30:40

Why do opposites attract? Join Dennis and Katie as they introduce their (professional) partnership and the stumbling blocks they overcame as two former colleagues turned business owners. They share tools and resources that help them embrace their differences, align their instincts, create a shared vision, and prioritize what makes the journey worth…

1
Introducing – Simply Why: A Podcast About Money & Purpose 1:08

1+ y ago1:08

1:08

As financial advisors and business owners, hosts Dennis Morton and Katie Brown are focused on providing purpose-driven financial advice to couples and families. On this podcast, they 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. B…

1
Retirement planning and finding fulfillment 9:55

2+ y ago9:55

9:55

In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle. As mentioned, Katie Brown is pursuing her de…

1
Market churn 10:35

2+ y ago10:35

10:35

We continue to see churn in the market in a lot of different areas. Katie Brown and Cody Demmel present this week's Intentional Wealth Update with a look at current inflation numbers, bond index, and equities. The advisors provide their perspective on what the average investor can do (or not do) during this time of volatility. Featured Advisors: Ka…

1
Silver linings 13:14

2+ y ago13:14

13:14

In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle. When times feel challenging and the news cyc…

1
Geopolitical conflict 9:14

2+ y ago9:14

9:14

This week, our advisors talk geopolitical factors and the overwhelming humanitarian concern happening in the world this week. Dennis, Katie, and Cody discuss past effects of geopolitical conflicts on the markets and what this means as we move through turbulent times. Featured Advisors: Dennis Morton, CFP®, ChFC® - Connect on LinkedIn Kathryn Brown,…

1
Early retirement 10:53

3y ago10:53

10:53

Have you considered early retirement? In this week's Intentional Wealth Update, our advisors discuss real-life case studies of people who have chosen to retire early. Dennis, Katie, and Cody highlight the popular considerations for early retirement and important financial factors that could be overlooked, including social security timing. Featured …

1
Creating an Authentic Brand Story - EP12 50:08

3y ago50:08

50:08

Now, more than ever, differentiation is top-of-mind for businesses who are investing heavily in attracting and retaining employees. In this episode, I am joined by John Dodds, a brand and marketing strategist and founder of The Sharp End, LLC. Having worked with multinational companies on marketing and communication strategies, John is passionate a…

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