Caught between your business and your future?

If you’re a business owner who’s poured everything into building your company—your time, energy, and even your personal finances—you’re not alone. But when personal and business finances are too closely tied, the risks grow. What happens if you wait too long to plan for life beyond your business?

In this episode of Simply Why, Dennis Morton and Katie Brown dive into the identity shift many entrepreneurs face as they prepare for retirement. Drawing from real-life experiences with clients and their own insights, Dennis and Katie explore the emotional and financial complexities of decoupling your identity and wealth from your business.

They discuss why delaying personal financial planning can lead to future urgency—and how intentional, proactive steps today can create long-term fulfillment. This conversation is for any business owner asking: “What comes next for me?”

Whether you’re thinking about retirement or still growing your business, this episode offers guidance for building confidence, separating identity from enterprise, and planning with clarity.

“Decouple slowly and gradually. Because the alternative...is a fracture, a break, something dramatic. And when that sudden break happens, when it's quick, unexpected, sometimes catastrophic, it can create a lot of chaos for everyone involved.” – Dennis Morton

Key Moments

00:03:30 – Importance of Starting Financial Planning Early

00:06:51 – Building Confidence and Longevity

00:10:34 – Mindset Shift and Decoupling

00:13:52 – Understanding Identity and Balance Sheet

00:14:26 – Balancing Business and Family

00:15:09 – Planning for the Future

00:16:36 – Decoupling Identity and Financial Resources

00:19:59 – Navigating Uncertainty and Turmoil

Links & Resources

• Looking for guidance in your financial journey? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5
• Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

Connect with Katie & Dennis:

• Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
• Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
• Subscribe for more: https://www.mortonbrownfw.com/subscribe/
• Give feedback: info@mortonbrownfw.com

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/