About Intentional Wealth Update with Morton Brown Family Wealth
Tune in as Morton Brown Family Wealth's team of Certified Financial Planners™ provide holistic, financial planning-based conversations that expand beyond investment expertise to include timely information on retirement planning, taxes, and estate planning considerations. Take a peek behind the curtain to find out how we as financial advisors are digesting the news of the day and informing our clients' financial journeys.
In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle.
27 May 2022
Market churn
We continue to see churn in the market in a lot of different areas. Katie Brown and Cody Demmel present this week's Intentional Wealth Update with a look at current inflation numbers, bond index, and equities. The advisors provide their perspective on what the average investor can do (or not do) during this time of volatility.
13 May 2022
Silver linings
In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle.
4 Mar 2022
Geopolitical conflict
This week, our advisors talk geopolitical factors and the overwhelming humanitarian concern happening in the world this week. Dennis, Katie, and Cody discuss past effects of geopolitical conflicts on the markets and what this means as we move through turbulent times.
18 Feb 2022
Early retirement
Have you considered early retirement? In this week's Intentional Wealth Update, our advisors discuss real-life case studies of people who have chosen to retire early. Dennis, Katie, and Cody highlight the popular considerations for early retirement and important financial factors that could be overlooked, including social security timing.
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