Couchside Conversations

Modearn®
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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.

  1. 11/21/2025

    Maximizing Your Credit Card Points

    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 how credit card points are his most powerful tool for funding travel, amplifying everyday spending, and freeing up cash for bigger financial goals. If you want to know how he saved over $24,000 on a trip to Europe using points, don’t miss this episode. Tune in if you're interested in… * The smartest ways to earn, redeem, and not waste credit card points * Which cards offer real value  * Strategies business owners can use to supercharge point accumulation * Real examples of turning everyday spending into luxury travel * How to align point-earning with your financial goals and values

    20 min

  2. 10/31/2025

    Redefining Work-Life Balance: Presence is Key

    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 colleagues and loved ones. Tune in if you’re interested in… • Why “presence” is a healthier, more realistic goal than balance • How to set expectations that reduce guilt and stress • The truth about working from home and what people really want: flexibility • Simple habits to feel more grounded in work, family, and life

    21 min

  3. 10/14/2025

    How Your Money History Impacts Your Decisions

    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 financial life.  Financial Planning Advisors Brittany Yudkowsky and Ian Rennick are here to break down the psychology of money and how you can become more proactive about shaping a mindset conducive to true wealth.  Tune in if you’re interested in… • Understanding how your upbringing influences financial habits • Shifting from scarcity thinking to long-term growth • Finding balance between saving for tomorrow and living for today • Building confidence in your money decisions

    19 min

  4. 09/25/2025

    Economic Signals We Can't Ignore and What to Do About Them

    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 down practical steps to help you feel more confident no matter what the economy throws your way.  Tune in if you’re interested in… • Knowing how a recession might impact you, depending on your life stage • Learning the “three-bucket” approach to financial security • Building a resilient investment strategy that prioritizes income • Stress-testing your retirement plan for unexpected events • Feeling more emotionally prepared for uncertainty

    30 min

  5. 09/12/2025

    Money & Marriage: Finding Alignment with Your Partner

    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 with intention.  In this episode, Modearn® Advisors Stacey McKinnon and Michael Grosslight explore how money stories and habits shape the way couples approach financial decisions. They share real-life examples, tips, and strategies for creating healthier money conversations at home. Tune in if you’re interested in… Tips for creating a safe space to talk about money (and when a “referee” can help) Navigating different spending styles and risk tolerances as a couple Understanding how your “money story” influences financial decisions in marriage Balancing autonomy with transparency in shared finances Practical strategies for aligning money choices with shared goals

    18 min

  6. 09/04/2025

    Creative Investments Beyond Stocks and Bonds

    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 against volatility. Modearn™ advisors Kevin Rex and CEO Jeff Sarti discuss creative investments that offer opportunities for growth through emerging or niche markets. Here are some key takeaways from their conversation: - Lowercase "c" creative investments like Bitcoin are now mainstream, while uppercase "C" creative investments are still niche and less crowded. - Real estate can be creative depending on the approach, such as focusing on niche sectors like healthcare or storage during market dislocations. - Morton Wealth advocates for private credit as a creative investment avenue, lending to businesses and individuals with tangible collateral, providing stock-like returns but with less volatility. - Modern investors are often distrustful of traditional institutions, fueled by political and economic uncertainty, inflation concerns, and fears around money-printing. - Creative investments often involve more work and expertise, particularly in assessing risk through due diligence on operational, structural, and collateral factors. - Jeff and Kevin urge investors to consider adding more international stocks to their portfolio, with a preferred mix of two-thirds U.S. stocks and one-third international to take advantage of global opportunities and mitigate U.S. market overvaluation.

    21 min

  7. 09/04/2025

    3 Biggest Money Mistakes I Wish I Avoided

    Making decisions around your finances can be overwhelming, with countless ways to make mistakes along the way. But what are the most common and costly money errors you should avoid? In this episode, Modearn™ advisors Patrice Bening and Beau Wirick open up about their personal experiences and reveal the three biggest financial missteps they wish they'd never made—so you can learn from their past and steer clear of these pitfalls yourself. Here are some key takeaways: - Not having a spending strategy: It's easy to spend unintentionally when you don't have a plan. Many of us overspend on short-term gratification and end up missing opportunities that could've changed our lives in considerably significant ways. Create a realistic spending strategy that gives purpose to your money and aligns with your long-term goals and values. - Not using credit wisely: Many of us are afraid of debt because no one told us it can be a huge leverage! Using debt strategically (like taking a mortgage on a rental property) can enhance investment returns compared to buying with cash, thanks to tax deductions. - Not paying yourself first: Did you know that investing $5,000 annually for 40 years amounts to $1 million, but investing the same amount for 30 years, just 10 years less, compounds to only $500,000? Time is your best friend - prioritize investing now. Instead of saving what's left after spending, spend what's left after saving and investing.

    24 min

  8. 09/04/2025

    Battle of the Spouses: Financial Edition

    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 and more productive way? This episode of Couchside Conversations is from Morton Wealth’s 2023 Investor Symposium. Wealth Advisor Beau Wirick and his wife, Daniela Wirick, who is a relationship coach, share their story and emphasize the importance of working with your partner to create a financial plan that respects both of your core needs and dreams.  They start by introducing the Gottman Institute’s methodology, which can accurately predict the longevity of a relationship based on observable behaviors like criticism, contempt, defensiveness, and stonewalling. It is important to be aware of these unproductive communication styles when resolving a disagreement with your partner.  Daniela suggests using “compromise ovals,” which may help couples map out their non-negotiable needs, areas they can be flexible in and overlapping goals. Beau and Daniela also recommend couples to delve into the “why” behind each other’s viewpoints to further understand and settle financial conflicts.  Stay tuned for more Couchside Conversations episodes! We have topics coming up like…  - Parenting Tips for Financially Savvy Kids  - Protecting Your Family Using Insurance - Owning a Home/Investment Property

    22 min
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About

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.

Information

  • Creator
    Modearn®
  • Years Active
    2K
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © 2025 Couchside Conversations
  • Show Website
    Couchside Conversations