Shows / Financial Commute
Financial Commute
Hosted by Chris Galeski and Meghan Pinchuk, Financial Commute is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris and Meghan welcome an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging…
Episodes
- Financial Commute
Gold, Silver, Platinum: Myths vs. Market Realities
On this week’s episode of THE FINANCIAL COMMUTE, CEO Jeff Sarti joins host Chris Galeski to dive into the role of precious metals in a modern portfolio. Why do…
- Financial Commute
What The One Big Beautiful Bill Means For You
The One Big Beautiful Bill is here- and with it, some of the most sweeping tax changes in recent years. Wealth Advisors Beau Wirick and Ian Rennick are here to…
- Financial Commute
How to Build a Business That Lasts In a Recession
Recessions are a natural part of the economic cycle- and for business owners, they can also be a time of unexpected opportunity. In this episode, Wealth…
- Financial Commute
Not All Alternatives are Created Equal
As private investments become more accessible to individual investors, headlines warning of their risks are on the rise. But are all private investments…
- Financial Commute
Smart Moves to Prepare for a Recession
In this episode of THE FINANCIAL COMMUTE, wealth advisors Sophie Leahy and Chris Galeski dive into one of the most common client questions: “What should I do…
- Financial Commute
How to Talk To Your Children About Your Wealth
Did you know that among affluent parents, 67% have never spoken to their adult children about finances? These families are missing the opportunity to foster…
- Financial Commute
The Case for Gold: Wealth Protection in Uncertain Times
In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Financial Planning Associate Ian Rennick dig into a shiny subject—gold. Is it a smart…
- Financial Commute
Value vs. Cost: How to Evaluate Advisory Fees
How many people actually understand how their financial advisor gets paid? In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor…
- Financial Commute
Reckoning with $36 Trillion: Debt, Growth & Market Impacts
In this episode of THE FINANCIAL COMMUTE, Chris Galeski and Meghan Pinchuk discuss what the growing national debt means for investors and the economy at large…
- Financial Commute
Stock Options & Strategy: Build Wealth Through Equity Compensation
Equity compensation can be one of the most powerful tools for building wealth — but it’s also one of the most misunderstood. In this episode of THE FINANCIAL…
- Financial Commute
10 Principles Every Wise Investor Should Follow
In our modern world of noise, trends, exaggerated stories, and "expert" online investment advice, it's wise to be at least a little skeptical. On this episode…
- Financial Commute
Taxes, Debt & the Future: What the New Budget Bill Means for You
Last week, House Republicans advanced a multitrillion-dollar tax and spending bill that could affect millions of American households. With the 2017 Tax Cuts…
- Financial Commute
Women & Finance | The Next Era
In celebration of the women of Morton – both team members and clients – we welcome you to listen to this episode where we explore the role women play in the…
- Financial Commute
An Inside Look at How We Make Investment Decisions
Ever wonder how our Chief Investment Officer, Meghan Pinchuk, decides which investments are worth it and which are overhyped? Join Chris and Meghan on this…
- Financial Commute
Long-Term Care Insurance: Keep, Cancel, or Replace?
This episode is relevant to you if... • You purchased long-term care insurance years ago and are now receiving notices about major premium increases. • You…
- Financial Commute
RMDs Explained: How, When & Why They Matter
On this week's episode of THE FINANCIAL COMMUTE, Financial Planning Advisor Brittany Yudkowsky joins Chris to talk about RMD planning. • Required Minimum…
- Financial Commute
Trump, the Fed, and the Fight Over Interest Rates
On this week's episode of THE FINANCIAL COMMUTE, Wealth Advisor Mike Rudow joins Chris to discuss the Fed's decision to keep rates high. Here are some key…
- Financial Commute
Watch This Before You Move States to Avoid Taxes
On this week's THE FINANCIAL COMMUTE episode, CPA Chris Passmore joins Chris Galeski to discuss moving states to save on taxes. Does it always make sense? Here…
- Financial Commute
What Financial Advisors Think About "Die with Zero"
On this week's episode of THE FINANCIAL COMMUTE, Chris and Kevin discuss a book they recently enjoyed, Die with Zero by Bill Perkins. Are most of us…
- Financial Commute
Market Volatility & How We Protect Your Portfolio
On today's special episode of THE FINANCIAL COMMUTE, Jeff and Meghan address the recent volatility in the stock market and how Morton Wealth protects clients'…
- Financial Commute
5 Must-Know Travel Tips for Your Next Vacation
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and COO & CMO Stacey McKinnon discuss their five best travel hacks. Here are some key…
- Financial Commute
Should You Own or Lease Your Car?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Patrice Bening discuss buying vs. leasing cars. Which is better? Here…
- Financial Commute
Money Conversations Every Couple Should Have
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and his wife Briana discuss the importance of having intentional conversations about money…
- Financial Commute
Are Tariffs Making America Stronger or More Expensive?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Beau Wirick discuss tariffs, their effect on the market, and how to…
- Financial Commute
2025 Tax Laws: What’s Changing & How to Stay Ahead
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Scott Gilmore, CEO of Ascend Tax and Business Advisors, discuss upcoming tax law…
- Financial Commute
U.S. Stocks Are Expensive – Time to Invest Abroad?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to discuss overpriced U.S. stock valuations and whether investors…
- Financial Commute
Protect Yourself From Fraud: Cybersecurity 101
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Executive Vice President…
- Financial Commute
Beyond the Green: How Pro Golf Led Chris to Finance
On this week's episode of THE FINANCIAL COMMUTE, we learn about host Chris Galeski's background in professional golf and how he made the switch to wealth…
- Financial Commute
The Hidden Forces Driving Interest Rates & Market Volatility
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Investment Officer Meghan Pinchuk to discuss interest rates, the hidden…
- Financial Commute
Beyond the Hype: The Real Value of Bitcoin According to Nik Bhatia
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Nik Bhatia, professor at USC, author of Layered Money and host of The Bitcoin Layer…
- Financial Commute
Investments that Produce Cash Flow
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Our Chief Investment…
- Financial Commute
California Fires 2025: Next Steps to Take
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Chief Operating Officer & Chief Marketing Officer Stacey McKinnon share advice for…
- Financial Commute
Investing Wisely in 2025
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Operating Officer and Chief Marketing Officer Stacey McKinnon to discuss how…
- Financial Commute
Inherited an IRA? What To Know For 2025
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Patrice Bening to discuss how to strategize distributions when…
- Financial Commute
Hidden Gems in Real Estate Investing
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Our Chief Investment…
- Financial Commute
Time's Running Out: Financial To-Dos Before 2025
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski and Financial Planning Advisor Amber McBride discuss year-end financial planning items to…
- Financial Commute
Would You Rather Give to Charity or the IRS?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Wealth Advisor Mike Rudow to discuss charitable giving strategies to ensure you are…
- Financial Commute
Liquidity: Blessing or Curse?
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. CEO Jeff Sarti, Chief…
- Financial Commute
Replacing Income in Retirement
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Wealth Advisors Kevin Rex…
- Financial Commute
New Trends in Investing
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Managing Director of…
- Financial Commute
California Housing Market Predictions
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Host Chris Galeski welcomes…
- Financial Commute
How The Election Impacts Your Investments | The Financial Commute (Ep. 110)
On this week’s special episode of THE FINANCIAL COMMUTE, CEO Jeff Sarti and Chief Investment Officer Meghan Pinchuk discuss how the election’s results may…
- Financial Commute
Boomers vs. Millennials: How Generations Shape Financial Choices | The Financial Commute (Ep. 109)
In this special session recorded live from our 2024 Investor Symposium, COO and CMO Stacey McKinnon leads a discussion with Wealth Advisors Beau Wirick and…
- Financial Commute
Investor Symposium Spotlight: Key Moments with Our CEO Jeff Sarti
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to review our 2024 Investor Symposium, and the topics discussed at…
- Financial Commute
What's Behind the Fed's Interest Rate Cut?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Kevin Rex to discuss the recent 50 basis point rate cut by the Fed…
- Financial Commute
Medicare 2025: Key Changes & Insights
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Brian McArthur, President of Design My Medicare to discuss upcoming changes to…
- Financial Commute
How a Family Business Can Build Generational Wealth
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Joe Seetoo to discuss building generational wealth as a family…
- Financial Commute
What the Next Generation Should Know About Financial Literacy
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Client Coordinator Morgan Jul to discuss financial literacy and a new California…
- Financial Commute
How to Prioritize Tax-Advantaged Accounts for High Earners
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Mike Rudow to discuss different tax-preference savings vehicles and…
- Financial Commute
A Financial Guide to Divorce: Tips from an Advisor
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Jenn Caruso to discuss how to financially prepare for a divorce and…
- Financial Commute
Market Insights and the Election: What to Expect at Our Investor Symposium
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to discuss our upcoming Investor Symposium. Here are some key…
- Financial Commute
Grant Williams on Investing vs. Speculating in Uncertain Times
We are celebrating our 100th episode of THE FINANCIAL COMMUTE this week! Thank you for listening and supporting Chris and our guests these past two years. We…
- Financial Commute
Real Estate FAQ: Investing in a Challenging Market
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Investment Officer Meghan Pinchuk to discuss the current real estate…
- Financial Commute
How to Build Financial Confidence
On this week’s episode of THE FINANCIAL COMMUTE, Wealth Advisor Priscilla Brehm joins host Chris Galeski to discuss ways to build financial confidence. Here…
- Financial Commute
The Stock Market Selloff: Morton's Perspective
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Managing Director of Investments Sasan Faiz to discuss the global stock market…
- Financial Commute
How Much Do I Need to Retire?
On this episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes COO & CMO Stacey McKinnon to discuss retirement planning. How much do people really need…
- Financial Commute
Does Dollar Cost Averaging Work When Investing?
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Patrice Bening to discuss dollar cost averaging, an investment…
- Financial Commute
Behind the Scenes: How Morton Manages Investment Portfolios
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Portfolio Management Analyst Hunter Daniel to discuss Morton’s approach to…
- Financial Commute
Why Valuations Matter When Investing in Stocks
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Jeff Sarti, CEO of Morton Wealth to discuss market conditions and valuations. Here…
- Financial Commute
Advanced Estate Tax Planning Strategies
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Planner & Estate Attorney Brian Standing to discuss advanced estate tax…