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© 2024 THE FINANCIAL COMMUTE
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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 benefits...
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Managing Director of Investments Sasan Faiz welcomes Co-Founder of Cordillera “Gus” Araya to discuss new investing trends. Here are some key takeaways from their conversation:- Cordillera typically focuses on niche, non-correlated investment opportunities.- Cordillera seeks early investment opportunities in areas that lack heavy competition, aiming for high ...
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Host Chris Galeski welcomes Mortgage Advisor Brian Farwell and Thousand Oaks City Council Member Mikey Taylor to discuss the California housing market. Here are some key takeaways from their conversation: • Brian highlights that while low-interest rates previously boosted affordability, recent increases have made it difficult for buyers to afford homes,...
On this week’s special episode of THE FINANCIAL COMMUTE, CEO Jeff Sarti and Chief Investment Officer Meghan Pinchuk discuss how the election’s results may impact the economy, investors, and consumers. Here are some key takeaways from their conversation:- The morning after the election, stocks saw a 2.5% increase, partially due to market relief from avoiding election uncertainty.- Anticipated Republican policies, like tax cuts and reduced regulation, may be favorable for businesses ...
In this special session recorded live from our 2024 Investor Symposium, COO and CMO Stacey McKinnon leads a discussion with Wealth Advisors Beau Wirick and Priscilla Brehm about how baby boomers and millennials think about money differently.Here are some key takeaways from their conversation:- Millennials generally see money as less tangible, trusting credit cards and cryptocurrency more than Boomers.- Boomers see money as real and finite, largely due to experiences like the Great Depression....
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to review our 2024 Investor Symposium, and the topics discussed at the event.Here are some key takeaways from their discussion:- Grant Williams, our keynote speaker and author of Things That Make You Go Hmmm…, highlighted his thoughts on the election, the polarization in the U.S., concerns over rising debt levels globally, interest rate policies, and gold as a source of value against currency debasemen...
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Kevin Rex to discuss the recent 50 basis point rate cut by the Fed and its implications. Here are some key takeaways from their conversation:Kevin says he was surprised by the Fed's decision, noting that prior economic data like jobs and GDP did not indicate a need for such an aggressive rate cut.Kevin and Chris discuss this uncertainty around the Fed's motivations, with speculation that factors b...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Brian McArthur, President of Design My Medicare to discuss upcoming changes to Medicare.Here are some key takeaways from their discussion:- Starting in 2025, Medicare Part D will see significant changes, including a $2,000 annual out-of-pocket cap on drug costs, aiming to provide relief for beneficiaries with high prescription costs.- Insulin users will benefit from a $35 monthly cap, which began in 2023, and this wi...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Joe Seetoo to discuss building generational wealth as a family business.Here are some key takeaways from their discussion:- Small businesses are the cornerstone of the American economy, and 90% of American small businesses are family owned.- About 70% of family businesses do not get passed down to the second generation successfully. Succession is difficult because there are so many complicated dynamics...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Client Coordinator Morgan Jul to discuss financial literacy and a new California bill requiring high school students to take a financial literacy course starting in 2031. Here are some key takeaways from their conversation:- The bill requires financial literacy courses to be offered to all California high school students by the 2027-28 school year and be part of the graduation requirements for the class of 2031....
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Mike Rudow to discuss different tax-preference savings vehicles and how high earners can use these accounts to optimize their wealth.Here are some key takeaways from their conversation:- Health Savings Accounts (HSAs) are highlighted for their “triple tax savings.” They offer tax deduction on contributions, tax-deferred growth, and tax-free withdrawals for qualified medical expenses. - Tradi...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Jenn Caruso to discuss how to financially prepare for a divorce and how a Certified Divorce Financial Analyst (CDFA) can help. Here are some key takeaways from their conversation: - As a CDFA herself, Jenn explains that CDFAs can help clients understand the complex nuances of financial impact before, during and after a divorce. - Before the divorce process actually begins, it is best to ...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to discuss our upcoming Investor Symposium.Here are some key takeaways from their conversation: - Grant Williams, author of Things That Make You Go Hmmm… and co-founder of Real Vision, will be the keynote speaker at our upcoming Investor Symposium. If you haven’t watched our special 100th episode with Grant yet, check it out here.- Grant Williams and Jeff both see gold as a reliable store of value...
We are celebrating our 100th episode of THE FINANCIAL COMMUTE this week! Thank you for listening and supporting Chris and our guests these past two years. We are excited to continue empowering our listeners with financial confidence and knowledge through this podcast. To make this episode extra special, host Chris Galeski had a conversation with Grant Williams, author of Things That Make You Go Hmmm…, host of The Grant Williams Podcast and co-founder of Real Vision. Here ...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Investment Officer Meghan Pinchuk to discuss the current real estate environment and investment opportunities.Here are some key takeaways from their conversation:- There is a noticeable drop in real estate transaction volume due to high interest rates and sellers holding out for better prices.- Many real estate loans are coming due soon, creating potential opportunities for buyers as sellers may be forced to re...
On this week’s episode of THE FINANCIAL COMMUTE, Wealth Advisor Priscilla Brehm joins host Chris Galeski to discuss ways to build financial confidence.Here are some key takeaways from their conversation:- Access to too much information does not necessarily lead to true knowledge or confidence, highlighting the importance of one’s mindset towards money.- People often swing between scarcity and abundance mindsets. Wealth advisors can help clients move towards an abundance mindset to make ...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Managing Director of Investments Sasan Faiz to discuss the global stock market selloff. Here are some key takeaways from their conversation: - Tech stocks’ valuations were high due to AI excitement and hype, but recent corrections highlight the importance of true diversification.- The ISM Manufacturing Index indicates a recession in the manufacturing sector, though consumer spending, a major economic ...
On this episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes COO & CMO Stacey McKinnon to discuss retirement planning. How much do people really need to retire comfortably?Here are some key takeaways from their conversation:- Over 55% of Americans feel behind in retirement planning.- It is crucial to create a retirement plan custom to your lifestyle instead of taking generic advice from people who may have different standards than you. - 65 is generally seen as the “right” t...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Patrice Bening to discuss dollar cost averaging, an investment strategy where investments are bought over time. Purchases occur regularly regardless of the asset’s price. Here are some key takeaways from their conversation:- Patrice shares her first experience with dollar cost averaging through her 401(k), highlighting its discipline and long-term benefits despite market volatility. - Dollar ...
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Portfolio Management Analyst Hunter Daniel to discuss Morton’s approach to portfolio management.Here are some key takeaways from their conversation:- For clients bringing cash to invest rather than an existing portfolio, Hunter and his team will use dollar cost averaging to mitigate market timing risks. This means they will make periodic investments over time which helps average the purchase cost and reduce the impac...
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