Skip to content

Life is too short to waste time and limit knowledge.

Become smarter in just two minutes.

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
Stitcher Logo for Morton's Podcast about Wealth Management on Stitcher

recent episodes

Three Advanced Strategies for the 529 Education Account: Want to supercharge your savings? Look no further than 529 Education Savings Plans!  If you’re intrigued by the idea of making the most of your 529 accounts, I have just the
Listen Now
When it comes to saving for education, 529 accounts have long been a go-to option for many families. These tax-advantaged accounts allow you to set aside funds for educational expenses, and any earnings within the account grow tax-free. While
Listen Now
In today’s fast-paced world, many of us find ourselves living life on autopilot, following a checklist of societal expectations without truly examining what brings us fulfillment and joy. The recent trend of prioritizing external achievements over internal well-being is
Listen Now
Have some extra cash? Wondering if you should put it toward your mortgage? Join Matt Robison and I this week as we delve into the answer to this FAQ. It’s not as simple as you might think. Why? Because
Listen Now
Ah, estate planning. Such a fun exercise. No one wants to think about the end, but we will all smile, so we might as well plan for it. In this week’s podcast, join Matt Robison and I as we
Listen Now
This week, Matt Robison and I discuss the concept of being aggressive in your investment strategy, especially when you have time on your side.  Over a 40-year period, historical data shows that investing $10,000 in the U.S. stock market
Listen Now
Inflation has a way of eroding the purchasing power of our money over time, making it essential to plan smartly to ensure financial security. In this episode, Matt Robison and I delve into the intricacies of managing finances in
Listen Now
In this week’s episode, Matt Robison and I dive into an often-overlooked aspect of job selection: logistics. While most people prioritize salary and job responsibilities, we emphasize the significance of considering the logistical details that contribute to job satisfaction
Listen Now
Ever wonder what’s in your index fund? Similar to reading labels in a grocery store, you are likely to find things that you either don’t recognize (erythorbic acid in your frozen blueberries??) or are surprised to find (cane sugar
Listen Now