Simply Why Podcast
In this episode of the Simply Why Podcast, Dennis and Katie discuss the growing “warning signs” they are seeing across the financial and professional services industries. From private equity acquisitions and succession planning challenges to artificial intelligence and staffing shortages, they explore how rapid change can quietly impact the client experience.They share real stories and...
Each year, Dennis and Katie choose three words to guide their leadership, their team, and the experience they create for the families they serve. In this episode of Simply Why, they reflect on 2025’s words (bold, oxygen, and evolve) and share how those themes showed up in real ways, from team growth to technology upgrades...
When everything seems to be at an all-time high, including stocks, housing, gold, and even money market balances, it can feel like the “good old days.” But what do you do when things are this good? In this episode, Dennis Morton and Katie Brown explore how optimism and pessimism shape investor behavior, what it means...
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...
Coachable Wealth Podcast
Dynasties are not built on talent alone. They are built on discipline, preparation, and a commitment to doing the small things right over time. In this episode of Coachable Wealth, Cody Demmel and Jonathan Kerstetter...
If you’ve ever felt like you’re doing everything right with your money, but still not seeing the results you hoped for, you’re not alone. Like golf, investing can be frustrating, emotional, and unpredictable. In this...
Winning a Super Bowl takes strategy, discipline, and the ability to stay cool under pressure—sound familiar? Investing isn’t so different. In this episode of Coachable Wealth, Cody, John, and Sean break down the emotional highs...
Watching your favorite team hit a slump is like seeing your portfolio take a hit in the stock market after a great run. The disappointment of your team’s performance mirrors the worry of seeing your...