Simply Why Podcast
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...
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...
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...
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...
Coachable Wealth Podcast
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...
Does it sound familiar to have a financial plan in place, only to feel like you’re not making any progress toward your long-term goals? You’ve probably been told to save money and invest, but the...
If you’re feeling frustrated with the constantly changing predictions about interest rates and the economy, and all the uncertainty around your investment strategies, then you are not alone! You might be trying to keep up...
If you’re feeling frustrated with the unpredictability of the stock market and unsure about the impact of potential interest rate cuts, then you are not alone! It’s like trying to predict the outcome of the...