Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®
  • 5.0 (20)
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  • 两周一更
Financial Life Planning for Busy Parents

Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planning, and more. If it's related to financial planning and financial success, you can be sure we'll cover it. I love to discuss listener questions, so please connect and follow me at https://www.linkedin.com/in/mwsmorton

  1. 4天前

    How (In)Sure(d) Are You?

    In this episode, Mike Morton and Matt Robison dive into the often-overlooked topic of homeowners insurance and why spending just five minutes reviewing your policy could save you thousands of dollars. They explain the importance of ensuring your coverage is adequate, especially with rising costs of rebuilding due to inflation and natural disasters. They walk through key elements to check, such as dwelling and personal property coverage, and share practical tips like taking a quick video walkthrough of your home. Tune in to learn how a few simple steps can provide peace of mind and financial protection. Are you ready to create your ideal lifestyle?  Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    30 分钟

  2. 10月7日

    Boost Teenager Credit Score

    Join Matt Robison and Mike Morton this week as they teach you how to help boost your teenager's credit score. Learn the proactive steps you can take early on, such as adding your child as an authorized user on a credit card. This allows teens to start building credit history without the responsibility of managing payments themselves, and you remain in control of the account. It’s important to educate teens about responsible credit card use, such as keeping balances low and paying off the card monthly. Alternatives for older teens and young adults include co-signing loans or credit cards, student or starter credit cards, and secured credit cards for those just beginning to establish credit. These steps can help lay a solid financial foundation and save significant money in the long run. Are you ready to create your ideal lifestyle?  Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    24 分钟

  3. 9月30日

    Don’t Invest in Election Results

    Join Matt Robison and Mike Morton in this week’s episode to explore the common myth that election outcomes can predict stock market performance. They discuss real-life examples, such as the 2016 Trump election and the 2008 Obama election, highlighting how initial market reactions often mislead investors. They emphasize the importance of not overreacting to short-term volatility, noting that global events and market irrationality play a larger role than who's in office. Their key takeaway? Stick to your long-term investment plan, and don’t let election anxiety drive financial decisions. Are you ready to create your ideal lifestyle?  Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    26 分钟

  4. 9月23日

    SPIVA: It’s Not Another Artificial Sweetener

    Join Matt Robison and me for this week’s episode in which we tackle the age-old question: actively managed funds or low-cost index funds? Brokers often promise better returns with active management through expert stock picking, but the data tells a different story. We’ll break down the numbers, starting with the SPIVA report, which compares active funds to their benchmarks and reveals that a staggering 87.42% of U.S. Large Cap funds underperformed the S&P 500 over the last decade. We explore why index funds consistently outperform, highlighting the impact of fees, market efficiency, and diversification. Tune in to learn why index investing is the smarter, more reliable choice. Are you ready to create your ideal lifestyle?  Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    31 分钟

  5. 9月9日

    Securities Lending: Is it For You?

    Securities lending lets you lend your stocks or bonds to someone else and earn interest in return. It’s legit and has been around for a long time, with the borrower often using your securities to "short sell." You could make some nice passive income, like $800 a month, without doing much. Plus, you still own your stocks and can sell them whenever you want. But there are some catches—like losing the tax benefits of dividends, giving up voting rights, and the small risk that the borrower could default. You also lose SIPC insurance protection on lent securities. Overall, it can be a good way to make some extra money, but you need to weigh the risks and read the fine print before jumping in. Are you ready to create your ideal lifestyle?  Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    29 分钟

  6. 8月26日

    The Sun May be Setting on Your Tax Benefits 🌅

    In this episode, Matt Robison and Mike Morton consider the potential expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 and what it could mean for your finances. They focus on three key areas: the possible reduction of the lifetime gifting exemption from $13 million to $6 million; the likely increase in tax rates due to a decrease in the standard deduction, making it a good time to consider Roth conversions; and the expiration of the 20% Qualified Business Income (QBI) deduction for small business owners. With these changes on the horizon, now is the time to plan for the future. Are you ready to create your ideal lifestyle?  Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    27 分钟

  7. 8月19日

    No Free Lunch - Know Your Fees

    In this episode, Matt Robison and Mike Morton dive into the world of investment fees and the truth behind the "no free lunch" adage. They explore how Wall Street packages seemingly attractive investment products with hidden fees that can erode returns. From Health Savings Accounts (HSAs) with unexpected management fees to interval funds with layers of costs, we break down why fees are the number one predictor of returns. Using real-life examples, we emphasize the importance of keeping investments simple and staying vigilant about fees—because there’s always a cost, even with the "best" deals. Are you ready to create your ideal lifestyle?  Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    29 分钟

  8. 8月12日

    Back-to-Basics: Roth Conversions

    In this episode, Matt Robison and Mike Morton go back-to-basics with a focus on Roth Conversions—a financial strategy that could potentially save you millions of dollars in retirement. Whether you've amassed significant savings in tax-deferred accounts like Traditional IRAs and 401(k)s or you're just starting to think about how to optimize your retirement funds, this episode is for you. Explore how converting to a Roth IRA could minimize your lifetime tax bill, reduce Required Minimum Distributions (RMDs), and enhance your legacy planning. Learn when to take advantage of this strategy, the potential tax implications, and important considerations to keep in mind.  Are you ready to create your ideal lifestyle?  Let’s Connect. Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    25 分钟
查看全部 159 集

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关于

Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planning, and more. If it's related to financial planning and financial success, you can be sure we'll cover it. I love to discuss listener questions, so please connect and follow me at https://www.linkedin.com/in/mwsmorton

信息

  • 创作者
    Mike Morton, CFP®, RLP®, ChFC®
  • 活跃年份
    2021年 - 2024年
  • 单集
    159
  • 分级
    儿童适宜
  • 版权
    © Copyright 2024 Mike Morton, CFP®, RLP®, ChFC®
  • 节目网站
    Financial Life Planning for Busy Parents

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