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.
What if you could give more to charity and pay less in taxes? In this episode, host Chris invites Wealth Advisor Austin Overholt to explore how strategies like donor-advised funds and qualified charitable distributions can help you give more intentionally while potentially reducing taxes. From donating appreciated stock to planning around high-income years, they highlight how thoughtful giving can align with retirement, estate planning, and long-term legacy goals.
Tune in if you're interested in…
- Tax-efficient ways to give, including donor-advised funds and QCDs
- When to use different strategies based on age, income, and account types
- How to maximize deductions in high-income years
- The benefits of “bunching” donations for greater tax impact
- Using charitable giving to create a lasting family legacy
Disclaimer
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