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.
Intentional Wealth Update with Morton Brown Family Wealth
Claim This Podcastby Morton Brown Family Wealth
5 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
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.
Language
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Publishing Since
2/18/2022
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Recent Episodes
June 9, 2022
Retirement planning and finding fulfillment
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.
May 27, 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.
May 13, 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.
5 total episodes available
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- What is Intentional Wealth Update with Morton Brown Family Wealth?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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