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Hosted by Wealth Advisor Chris Galeski, THE 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 welcomes 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 environment, leading to a path of more confident investing.
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On today’s episode of The Financial Commute, Chris Galeski is joined by David Sifford, Managing Director of Social Infrastructure at Ecofin. Ecofin is a sustainable investment firm that unites ecology and finance; they invest in education, climate impact, healthcare, senior living, waste transition, and other sustainable/social incentives. David says many of the fields they invest in can be difficult to understand; for example, loans to charter schools can be complicated. Ecofin benefit...
In this episode of THE FINANCIAL COMMUTE, Chief Investment Officer Meghan Pinchuk and Wealth Advisor Patrice Bening tackle one of the most stressful topics for parents: college planning. Tune in if you’re interested in… • Learning how to plan for college without sacrificing retirement • Understanding how much to save and where to start • Navigating financial aid, student loans, and the FAFSA process • Talking to your kids about college costs and trade-offs • Building a college plan that fits ...
What happens when you enter a new stage of life while your partner stays put? In this episode of THE FINANCIAL COMMUTE, Chris and Priscilla explore how navigating different retirement timelines can affect everything from a couple's finances and emotions to daily routines. Tune in if you’re interested in… • Managing the financial and emotional shift when one partner retires first • Finding balance between independence and shared routines • Keeping your long-term goals aligned when your t...
Planning for retirement is about more than finances. It’s also about where and how you want to live. In this episode of THE FINANCIAL COMMUTE, host Chris Galeski sits down with retired Wealth Advisor Jason Naiman to discuss the pros and cons of different retirement living options, from staying in your own home to exploring new communities. Tune in if you’re interested in… Understanding the financial tradeoffs of retirement communities vs. staying at homeWeighing lifestyle benefits like commun...
Cooked. Chopped. Rizz. Sus. The kids of today have their own language, leaving older generations scratching their heads. Does this disconnect go deeper than words? In this week’s THE FINANCIAL COMMUTE episode, host Chris Galeski and Wealth Advisor Austin Overholt discuss how each generation’s zeitgeist impacts their approach to money and life, and why conversations about financial mindsets are so important for multigenerational families. 🎧 Tune in if you’re interested in… • Understandin...
In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Stacey McKinnon unpack the concept of lifestyle creep—what happens when your spending rises with your income. Tune in if you’re interested in… • Understanding how lifestyle creep sneaks into your finances • Learning strategies to enjoy more without overspending • Spotting the trade-offs between short-term upgrades and long-term goals • Building habits that keep wealth growing with your income
On this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Beau Wirick take a closer look at Robert Kiyosaki’s Rich Dad Poor Dad—one of the most popular (and controversial) personal finance books ever written. Tune in if you’re interested in… • The core lessons of Rich Dad Poor Dad, and whether they hold up today • Understanding the difference between assets and liabilities in real life • How entrepreneurs generally become wealthier than W-2 employees, and if owning a bus...
Headlines around the Fed’s Jackson Hole speech always seem dramatic. But how much do these events really matter for your portfolio? In this episode, host Chris Galeski sits down with Chief Investment Officer Meghan Pinchuk to unpack what’s behind the headlines, why the market reacts the way it does, and how they approach portfolio management without getting caught up in the noise. Tune in if you’re interested in… Why markets swing on Fed comments, even when nothing new is saidThe difference b...
In this episode of THE FINANCIAL COMMUTE, Executive Vice President Eric Selter joins host Chris Galeski to dig into one of the most overlooked financial tradeoffs: the opportunity cost of holding too much cash. 🎧 Tune in if you’re interested in… • Understanding the hidden risks of keeping large cash balances • Learning when cash is helpful—and when it holds you back • Exploring strategies to balance safety with growth • Rethinking “cash is king” in today’s financial landscape
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 investors keep turning to metals during uncertain times? Tune in if you’re interested in… • Learning how silver, platinum, and palladium fit into the picture • Understanding the case for (and against) gold in today’s markets • Exploring whether metals really hedge inflation and market risk • Discovering when precious metals make sense ...
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 break down the 2025 tax legislation and how it impacts you. Tune in if you're interested in... Smart charitable giving before new deduction limits kick inHow the $40,000 SALT cap affects your itemized deductionsBonus depreciation’s return and what it means for business ownersOpportunity Zone funds and tax deferral strategiesHow to make...
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 Advisor Joe Seetoo and host Chris Galeski share practical ways business owners can prepare for a downturn while strengthening the long-term value of their companies. Tune in if you’re interested in... How to maximize enterprise value by reducing owner dependenceDeal structure tips that can protect your exit during uncertain timesWays to stren...
As private investments become more accessible to individual investors, headlines warning of their risks are on the rise. But are all private investments created equal? In this episode, Chief Investment Officer Meghan Pinchuk joins Chris to separate fact from fear, unpacking the differences between institutional-sized private funds and the smaller, more selective opportunities favored by their team. Tune in if you're interested in… Why not all private investments are built to protect youThe di...
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 if we go into a recession?” While no one can predict the next downturn, they walk through three key steps you can take to feel more confident, no matter what the economy throws your way. Tune in if you're interested in… • Knowing how a recession might impact you based on your life stage • Learning the “three-bucket” approach to financial...
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 communication, align values, and prepare the next generation for personal, financial, and professional responsibilities. Executive Vice President Eric Selter joins host Chris Galeski on this week's episode of THE FINANCIAL COMMUTE to discuss the nuances of these conversations and ways to conduct a productive, intentional family mee...
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 investment today? Should you own it in your portfolio, and if so, how much? Tune in if you're interested in: Why central banks around the world are buying record amounts of goldHow gold can help protect your portfolio from inflation and market volatilityWhat percentage of your portfolio should be in gold—and where to keep itThe historical...
How many people actually understand how their financial advisor gets paid? In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Kevin Rex are here to break it down. Tune in if you're interested in… Understanding the different ways financial advisors charge for their servicesLearning how to spot hidden costs and potential conflicts of interestHearing the history behind Morton Wealth’s fee-only philosophy and how it’s evolvedExploring when a flat fee might make more s...
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. Tune in if you're interested in the following: • Understanding why the U.S. national debt is a growing concern—and what it means for your money • How inflation, interest rates, and political inaction are shaping our economic future • Whether we can “grow” our way out of debt, or if inflation is the path of least resistance • Smart...
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 COMMUTE, Chris and Mike discuss the ins and outs of equity-based pay, from stock options and RSUs to employee stock purchase plans. Whether you’re negotiating a new offer or trying to make sense of what’s already in your compensation package, their conversation will help you optimize your equity. Tune in if you're interested in the follo...
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 of THE FINANCIAL COMMUTE, Chris sits down with Morton Wealth CEO Jeff Sarti to unpack the 10 core investment principles in his latest newsletter, The Healthy Skeptic. Tune in if you're interested in the following: Why healthy skepticism—not blind optimism or fear—is key to making smart financial decisions.How questioning government data...
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