Couchside Conversations
Couchside Conversations
Podcast Description
Modern life for Gen Xers and Millennials is complicated. Some questions you might be asking yourself...How do I take care of my aging parents and children at the same time? How do I change my career and make more money? Can I renovate my house? Should I buy an investment property? Instead of consulting Google and hoping for the best, with Modearn™ by Morton Wealth and our video series, Couchside Conversations, you'll always have someone in your corner—a financial advisor who has gone through the same experiences as you. We believe in more than just financial solutions—we focus on building a lasting relationship with you to ensure your success. We prioritize empathy, awareness, and personalized support to help you navigate every decision with confidence.
Podcast Insights
Content Themes
The podcast focuses on financial literacy, generational challenges, and strategic planning with episodes discussing dual caregiving for parents and children, effective career shifts, home renovations, and investment property decisions.
Modern life for Gen Xers and Millennials is complicated. Some questions you might be asking yourself…
How do I take care of my aging parents and children at the same time? How do I change my career and make more money? Can I renovate my house? Should I buy an investment property?
Instead of consulting Google and hoping for the best, with Modearn® by Morton Wealth and our video series, Couchside Conversations, you’ll always have someone in your corner—a financial advisor who has gone through the same experiences as you. We believe in more than just financial solutions—we focus on building a lasting relationship with you to ensure your success. We prioritize empathy, awareness, and personalized support to help you navigate every decision with confidence.
Most people who want to change careers don’t quit because they’re not ready emotionally. They stay because they’re not sure they can afford to leave. In this episode of Couchside Conversations, Wealth Advisors Kevin Rex and Kristin Dillon speak from experience: Kevin left a successful medical sales career with a newborn and a second on the way to join Morton Wealth.
Kristin left hairdressing after a medical emergency forced a decision she’d been putting off for years. Together, they work through the financial and emotional calculus of making the leap, what you actually need in place before you go, and why the better question might not be whether you can afford to change, but whether you can afford not to.
*Questions this episode answers*
Can I actually afford to change careers?
How much should I save before leaving my job to change careers?
Is it too late to change careers in my 40s?
What are the biggest financial mistakes people make when changing careers?
How do I know if I’m changing careers for the right reasons?
Does my previous career experience transfer to a completely new field?
Should I tell my employer I’m thinking of leaving?
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