Skip to content

Real Advice for Real People

Each week I explore topics that effect your future. Taking the mystery out of finance.

FINANCIAL LIFE PLANNING PODCAST: Featured Episodes

Is the Social Security Sky Falling? - Financial Life Planning with Mike Morton

Is the Social Security Sky Falling?

Discover the truth behind Social Security's sustainability and learn how to effectively incorporate it into your retirement plan with insights from Matt Robison and Mike Morton.

Capital Pains - Financial Life Planning Mike Morton

Capital Pains

Learn strategies for minimizing capital gains taxes on home sales, including real-life tips on leveraging home improvement receipts and the primary residence exclusion to save thousands.

To-Do or Not To-Do? Take a Calendar Approach Financial Life Planning Mike Morton

To-Do or Not To-Do? Take a Calendar Approach

How often do you ever clear your to-do list? Do you find yourself just moving incomplete tasks to the next day, and then the one after that? Does it feel like no matter how many tasks you check off, there are always more to refill the list? Stressed just reading this? Forget the traditional to-do list and embrace a new method: scheduling tasks directly onto your calendar.

SUBSCRIBE TO MY FINANCIAL PLANNING PODCAST

Apple Logo for Morton's Podcast about Financial Planning on Apple Podcasts
Google Logo for Morton Financial Advice's Podcast on Google Podcasts
Spotify Logo for Morton's Podcast about Financial Planning and Wealth Management on Spotify

Recent Episodes

Inherited IRAs Financial Life Planning Mike Morton Matt Robison

Inherited IRAs

Join us as we explore inherited IRAs, covering key rules, beneficiary classifications, distribution strategies, and tax implications to help you maximize your inheritance.

Home Hack Live with your Mom (in-law) - Financial Life Planning Morton Podcast

Home Hack: Live with your Mom (in-law)

Discover the secret to doubling your net worth with 'home hacking' in this week's podcast - revolutionize your approach to real estate and multigenerational living for financial prosperity!

Don’t Fall for Flashy Headlines: Shiller PE Ratio

Don’t Fall for Flashy Headlines: Shiller PE Ratio

Learn why you should avoid getting caught up in stock market hype and how to navigate market volatility with confidence and resilience in this week's episode focusing on the Shiller PE ratio..

Don’t be Daft, use a DAF - Donor Advised Fund - Financial Life Planning Mike Morton

Don’t be Daft, use a DAF: Donor Advised Fund

Discover the benefits of Donor Advised Funds (DAFs) for effective charitable giving with Matt Robison and Mike Morton in this insightful podcast episode, covering tax advantages, flexible donation options, and legacy planning.

The Joker Fund Financial Life Planning with Mike Morton

The Joker Fund

Learn about the financial impact, beneficiary workings, and estate planning essentials, plus use a handy checklist for reviewing designations and securing your financial legacy.

IRA Beneficiaries: It’s all about the Benjamins

Learn about the financial impact, beneficiary workings, and estate planning essentials, plus use a handy checklist for reviewing designations and securing your financial legacy.

Collections

Is the Social Security Sky Falling?

Episode 146 •

17th June 2024