Simply Why

Morton Brown Family Wealth
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Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown 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. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the world of personal finance with a purpose and seek to inspire others to do the same. This podcast is produced by Morton Brown Family Wealth, an SEC-registered investment advisor. This podcast is designed for educational and informational purposes and is not intended as investment advice.

  1. Decoding Statements

    09/09/2025

    Decoding Statements

    When new families bring in their investment statements, Dennis Morton and Katie Brown often see the same thing: complexity that doesn’t serve the client. In this episode, they pull back the curtain on why portfolios so often include dozens of overlapping funds, how fees can feel stuck in 2006, and why simplicity paired with planning is far more valuable than a confusing stack of statements. “If you suspect your investments are more complicated than they need to be, you’re probably right.” – Dennis MortonKey Moments00:02:45 – Statement sprawl 00:04:17 – NVIDIA everywhere: the hidden overlap 00:07:08 – Added complexity = STRESS 00:11:28 – How technology can help 00:12:53 – It's all “Window Dressing” 00:16:45 – Providing reassurance 00:17:49 – Signs you may not have the right advisor Links & ResourcesLooking for guidance in your financial journey? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5Listen on your favorite podcast app: https://simply-why.captivate.fm/listen Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

    20 min
  2. Decoupling Finances

    06/25/2025

    Decoupling Finances

    Caught between your business and your future? If you’re a business owner who’s poured everything into building your company—your time, energy, and even your personal finances—you’re not alone. But when personal and business finances are too closely tied, the risks grow. What happens if you wait too long to plan for life beyond your business? In this episode of Simply Why, Dennis Morton and Katie Brown dive into the identity shift many entrepreneurs face as they prepare for retirement. Drawing from real-life experiences with clients and their own insights, Dennis and Katie explore the emotional and financial complexities of decoupling your identity and wealth from your business. They discuss why delaying personal financial planning can lead to future urgency—and how intentional, proactive steps today can create long-term fulfillment. This conversation is for any business owner asking: “What comes next for me?” Whether you’re thinking about retirement or still growing your business, this episode offers guidance for building confidence, separating identity from enterprise, and planning with clarity. “Decouple slowly and gradually. Because the alternative...is a fracture, a break, something dramatic. And when that sudden break happens, when it's quick, unexpected, sometimes catastrophic, it can create a lot of chaos for everyone involved.” – Dennis Morton Key Moments00:03:30 – Importance of Starting Financial Planning Early 00:06:51 – Building Confidence and Longevity 00:10:34 – Mindset Shift and Decoupling 00:13:52 – Understanding Identity and Balance Sheet 00:14:26 – Balancing Business and Family 00:15:09 – Planning for the Future 00:16:36 – Decoupling Identity and Financial Resources 00:19:59 – Navigating Uncertainty and Turmoil Links & ResourcesLooking for guidance in your financial journey? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5Listen on your favorite podcast app: https://simply-why.captivate.fm/listen Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

    22 min
  3. Finding Flow

    03/04/2025

    Finding Flow

    Stuck in financial paralysis? Dennis and Katie are back! Kicking off 2025, they’re diving into the mindset shifts that can make all the difference in your financial life. In this episode of Simply Why, Dennis Morton and Katie Brown explore the challenges of financial decision-making, especially when feelings of uncertainty or analysis paralysis take over. They discuss why successful investing isn’t just about skill—it’s about discipline, awareness, and adaptability. By shifting your focus to long-term goals and embracing the natural flow of financial planning, you can navigate change with confidence and clarity. Dennis and Katie also highlight the deeper connections between financial well-being and other aspects of life. They share personal stories and insights on how financial planning is not just about numbers—it’s about aligning money with purpose to create a fulfilling future. Whether you’re preparing for retirement or simply looking for more confidence in your financial decisions, this conversation offers a fresh perspective on what it means to truly find flow in your financial life. Comparison is the thief of joy. Finding your own personal flow is key. - Dennis MortonLinks & Resources:Looking for guidance in your financial journey? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5Listen on your favorite podcast app: https://simply-why.captivate.fm/listenBook Mentioned: How to Retire by Christine Benz – A practical guide to retirement planning, including the non-financial aspects of transitioning into this stage of life. Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

    22 min
  4. Advising Leaders

    08/14/2024

    Advising Leaders

    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 just demographics and income levels. The hosts emphasize the importance of traits such as strategic thinking, a growth mindset, and a willingness to lean on experts, all of which align with their approach to providing intentional advice. Leadership is never in a vacuum. I think that's a really great thing to leave with people to ponder over. - Dennis MortonAs a leader in your own life, do you recognize a need for guidance in your finances? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5 Listen on your favorite podcast app: https://simply-why.captivate.fm/listen Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

    19 min
  5. Surviving the Jungle

    07/19/2024

    Surviving the Jungle

    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-quality, client-centered services amidst industry challenges as well as new opportunities including artificial intelligence. It's about being a good advisor and running a good business. And we've been saying it for six years, since day one. - Dennis MortonLooking for a new advisor relationship? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5 Listen on your favorite podcast app: https://simply-why.captivate.fm/listen Mark Hurley's Whitepaper: https://static1.squarespace.com/static/63d44b39cc31ac17cb99b0ce/t/658202887f27f741d473681b/1703019144561/DPP-WelcometotheJungle_Dec18Reg.pdf Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

    20 min
  6. The Pitch

    07/03/2024

    The Pitch

    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. Dennis and Katie share why they avoid "the pitch" in favor of showing up authentically to build meaningful relationships and how it has led to their growth and success. I don't think of it as sales as much as how can we drive value for one another? Is there an opportunity for us to bring value to this family? And is there something that I can learn from them and that I can grow in my profession through working with them, too? - Katie BrownTired of the same old pitch? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5 Listen on your favorite podcast app: https://simply-why.captivate.fm/listen Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

    19 min
  7. Fostering Transparency

    06/25/2024

    Fostering Transparency

    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 challenges clients face in understanding financial information and navigating through potential conflicts of interest. Through their candid conversation, these seasoned financial advisors emphasize the importance of open communication, education, and trust-building in fostering transparency within advisor-client relationships. Transparency is a fundamental strength of any relationship. It builds trust and the more it's fostered in the beginning, it just sets up the whole relationship for success. - Dennis MortonSeeking transparency in your advisor relationship? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5 Listen on your favorite podcast app: https://simply-why.captivate.fm/listen Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

    17 min
  8. Finding Happiness

    06/14/2024

    Finding Happiness

    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 behavioral finance. The hosts explore the impact of personal growth, finding purpose in life, and the connection between retirement planning and happiness. Your experience with money can contribute to satisfaction, which leads to those other things, those four C's to get to that funded contentment, that idea of underwriting a meaningful life. - Katie BrownLooking to reimagine your financial happiness? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5 Listen on your favorite podcast app: https://simply-why.captivate.fm/listen Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: info@mortonbrownfw.com Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/ Reference Links:Collaboration with Shaping Wealth

    19 min
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Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown 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. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the world of personal finance with a purpose and seek to inspire others to do the same. This podcast is produced by Morton Brown Family Wealth, an SEC-registered investment advisor. This podcast is designed for educational and informational purposes and is not intended as investment advice.

Information

  • Creator
    Morton Brown Family Wealth
  • Years Active
    2023 - 2025
  • Episodes
    37
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Morton Brown Family Wealth
  • Show Website
    Simply Why