Five Minute Finance

Mike Morton, CFP®, RLP®, ChFC®
  • 4.8 (21)
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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. 10月6日

    Learn the Secrets of Inherited IRAs: What are Smart Strategies?

    Got an inherited IRA, or think you might someday? On this episode of Five Minute Finance, Matt Robison and Certified Financial Planner Mike Morton give you the no-nonsense playbook. You’ll learn the nuances of the 10-year rule, how to build a simple distribution plan, and strategies for maximizing your inheritance. Don’t pay more in taxes than is absolutely necessary. Make a plan.  Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    26 分钟

  2. 9月22日

    More Money in Your Pocket: The Impact of the One Big Bill

    In this episode of Five Minute Finance, Mike Morton and Matt Robison unpack the latest tax legislation, the “One Big, Beautiful Bill.” They cover the most important updates, including permanent tax brackets, a higher SALT cap, charitable giving changes, expanded 529 plan uses, estate tax exemptions, and family tax credits. They also highlight overlooked provisions like car loan interest deductions and tips for small business owners.  Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

    29 分钟

  3. 9月8日

    Navigating Cash Crunches: Should You Press Pause on Retirement Savings?

    In this episode of Five Minute Finance, Mike Morton and Matt Robison dig into the reality of the midlife “cash squeeze.” From kids’ sports and college to aging parents and the uptick in everyday expenses, money feels tight. They’ll discuss when it’s actually okay to pause retirement contributions, the dangers to watch out for, and how to create a smart, temporary plan that keeps your long-term goals on track. 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

  4. 8月25日

    Maximize Your Employee Stock Purchase Plan (ESPP): Should I Hold or Sell?

    In this episode of Five Minute Finance, Certified Financial Planner Mike Morton reveals why the Employee Stock Purchase Plan (ESPP) is one of the most underutilized workplace benefits, despite offering free money in the form of discounted stock. He and host Matt Robison walk through how ESPPs work, whether to sell or hold, common mistakes to avoid, and why simply signing up can make a big difference. 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

  5. 8月11日

    Why Successful People Automate Their Money: 5 Life-Changing Steps

    This week on Five Minute Finance, Mike Morton and Matt Robison dig into how automating your finances can dramatically reduce decision fatigue and increase financial well-being. Savings, investments, bills, donations, and even calendar tasks can all be automated. From "touch it once" productivity tips to smart strategies like using a separate credit card for subscriptions and automating 529 contributions, this episode is a blueprint for building financial systems that work quietly in the background while you focus on living your life. 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

  6. 7月28日

    Feeling Burnt Out at Your Job? How to Design and Take a Gap Year

    Thinking of stepping away from work for a few months—or even a year? You’re not alone. In this episode of Five Minute Finance, Mike Morton and Matt Robison break down the rising trend of sabbaticals and gap years among mid-career professionals. They explore how to financially and emotionally prepare for extended time off, covering everything from sabbatical funds and health care planning to taking advantage of low-income tax strategies like Roth conversions. They also dig into the psychology of identity and burnout, sharing tools like “fear setting” and emphasizing the power of experiences over stuff. Whether you're craving rest, reinvention, or just a break from the grind, this episode offers a practical roadmap to make it happen—no bank heist required. 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

  7. 7月14日

    What Every Parent Needs to Teach about Money Before Freshman Year

    In this episode of Five Minute Finance, Matt Robison and Mike Morton explore how parents can raise financially capable kids without micromanaging their every money move. From debit cards and budgeting to writing checks and spending psychology, they share stories, humor, and actionable tips—plus a great reminder that the best lessons often come from letting kids fail safely. Whether your child is 9 or 19, this episode offers a roadmap to building money confidence, one trial run at a time. 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

  8. 6月30日

    Alternative Investments: Worthy of Your Dollars?

    In this episode of Five Minute Finance, Matt Robison and Mike Morton unpack the alluring world of alternative investments. Hedge funds, private equity, non-traded REITs…while these options promise high returns and exclusivity, many of them might be better left to the pros. From flashy marketing to hidden fees and illiquidity traps, Mike breaks it all down in plain English, sharing real-world examples and offering practical advice on when, if ever, these investments make sense for the average investor. 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
查看全部 185 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 - 2025年
  • 单集
    185
  • 分级
    儿童不宜
  • 版权
    © Copyright 2025 Mike Morton, CFP®, RLP®, ChFC®
  • 节目网站
    Five Minute Finance

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