Financial Commute
készítő: Morton Wealth
Legújabb epizód
Before You Invest in Muni Bonds, Know This
Before You Invest in Muni Bonds, Know This
A podcastról
Hosted by Chris Galeski and Meghan Pinchuk, Financial Commute is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris and Meghan welcome an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
Epizódok
A legújabb 20 a(z) 209 epizódból
- Before You Invest in Muni Bonds, Know This · 16 percMunicipal bond yields are at their highest levels in 20 to 25 years, and the phrase “tax-free income” is getting a lot of attention from investors looking for safety and yield in…
- How Inflation Is Impacting Your Life and Investments · 16 percGrocery bills are roughly 25 percent higher than they were a few years ago, and they are not coming back down. That is not a prediction. It is how inflation works. The spike you…
- When Is Real Estate No Longer a Good Investment? · 19 percFor most of the past four decades, buying real estate in California was as close to a guaranteed win as investing gets. Prices rose. Interest rates fell. Demographics supported…
- Lifestyle Creep vs. Lifestyle Design: How to Be Intentional With Your Spending · 24 percLifestyle creep is not a dramatic financial event. It is a food delivery subscription you barely use, a rent upgrade that felt reasonable at the time, a closet full of things you…
- What Alternative Investments Are (And Why They're Simpler Than You Think) · 21 percSeven years ago, roughly $7 trillion was invested in alternative assets globally. Today that number is $18 trillion. By 2030, Fidelity projects it will exceed $30 trillion. The…
- Beyond the Midterms: What Investors Should Be Watching · 18 percEvery election cycle, clients ask the same question: should I be doing something different with my portfolio right now? The short answer, according to the data, is probably not…
- How to Take Money Out of Retirement Accounts Without a Big Tax Hit · 14 percYou saved into your 401 (k) for decades, reduced your taxes every year you could, and watched the balance grow. But the IRS doesn’t retire when you do. Every dollar you pull from…
- Build for Resilience, Not Prediction: The Healthy Skeptic Investment Approach · 24 percStocks are at all-time highs. Consumer sentiment just hit its lowest point since the Vietnam War. AI is going to transform everything. AI is going to eliminate your job. Gold is…
- The Investor Symposium Is Back: Here’s Why You Should Be There · 14 percOn October 29th, we are hosting our fifth annual Investor Symposium, and this year’s theme is “Designed for Life.” It is a phrase that captures what financial planning is…
- The Power of Pro Bono Financial Planning · 19 perc
- The Most Common Money "What-Ifs" Answered: Job Loss, Inflation, & Running Out of Cash · 19 percWhat if I lose my job? What if inflation stays high? What if I run out of money? What if I get a raise and do not know what to do with it? These are the questions people type…
- Money Guilt: How to Move Past It · 20 percIf you have ever felt embarrassed about how much you have saved, avoided opening a credit card statement, or justified a purchase to your financial advisor before they even…
- The Difference Between a Financial Advisor and Doing it Yourself · 18 percQuestioning whether you really need a financial advisor is fair, especially right now. Index funds are easy to access, fees are low, and the last decade has rewarded the people…
- Q2 2026 Market Update · 23 percU.S. stocks were down almost 5% in the first quarter. Then up 15% in the second. On paper, the first half of 2026 looks fine. But underneath those numbers, there is a…
- Should You Own a Stock You Wouldn't Buy Today? · 8 percIt is a simple question. And for most investors holding concentrated stock positions, the honest answer is no. On this week's Financial Commute, Chris Galeski and Chief…
- Is Long-Term Care Insurance Worth It? · 20 percMost of the conversations clients have had about long-term care insurance are based on products that no longer exist. On this week's Financial Commute, Chris Galeski sits down…
- The Fed Isn't Cutting Rates: What It Means for You · 15 percEveryone has been waiting for rates to come down. It has not happened. And on this week's Financial Commute, Chris Galeski and Chief Investment Officer Meghan Pinchuk explain why…
- Are Institutional Investors Driving Up Home Prices? · 18 percIf you have been watching housing prices and wondering whether the new executive order restricting institutional investors is the fix everyone is hoping for, you are not alone…
- What Financial Advisors Think About "5 Types of Wealth" · 17 percMost people come to a wealth manager for one reason: their finances. But what if focusing exclusively on financial wealth is actually making it harder to achieve? Nurturing the…
- Is SpaceX a Good Investment? · 14 percSpaceX is going public and everyone is talking about it. Neighbors, friends, group chats... the excitement is real. But most of the conversation is missing the most important…
