Simply Why Podcast
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...
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?...
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....
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...
Coachable Wealth Podcast
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...
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...