THE FINANCIAL COMMUTE
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.
Episodes
186 episodes
What Nobody Tells You Before You Sell Your Business
Most business owners spend years, sometimes decades, building something remarkable. But when it comes time to exit, the majority aren't prepared for what happens next. According to research from the Exit Planning Institute, 75% of business owne...
The Real Cost of Gifting Money to Your Children
Giving money to your children is one of the most generous things a parent can do. It’s also one of the most consequential. And the consequences aren’t always the ones you planned for.In this episode of Couchside Conversations, Stacey McK...
Q1 2026 Market Update
Markets don’t move in straight lines, and the first quarter of 2026 was a perfect reminder of that. Between geopolitical conflict, rising oil prices, and renewed inflation concerns, investors faced a volatile environment that left markets unset...
Are You Setting Up Your Teens for Financial Responsibility?
About 54% of teenagers are worried about financing their futures. How can parents help their adolescents gain financial confidence and responsibility, especially in a world where money is invisible and gratification is immediate?Join ho...
Tax-Smart Strategies for Charitable Giving
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 in...
Cyber Threats You Should Know About
In today’s increasingly digital world, cybersecurity is more important than ever and often comes down to simple habits. In this conversation, Adam Moseley and Patrick Hennessey of Charles Schwab share practical, real-world strategies to help in...
From Earning to Living: The Retirement Mindset Shift
Retirement isn’t just a financial transition. It’s a psychological one. In this episode, host Chris and Wealth Advisor Priscilla Brehm explore what it means to shift from earning a paycheck to living off your wealth, and why this transition can...
Is Paying Off Your Mortgage THAT Important?
Is paying off your mortgage always the smartest financial move? Not necessarily. In this conversation, host Chris invites Wealth Advisor Ian Rennick to challenge one of the most common assumptions in financial planning: that being debt-free is ...
Is Your Retirement Account a Future Tax Bomb?
Paying taxes now to save later may sound counterintuitive, but for many investors, it can be a powerful strategy. In this conversation, Kevin and Chris break down Roth conversions: what they are, when they make sense, and how they can create mo...
Morton's Take on Market Headlines
From geopolitical tensions to surging energy prices, investors are navigating a wave of uncertainty and volatility. Join Chief Investment Officer Meghan Pinchuk and Managing Director of Investments Sasan Faiz as they break down how recent globa...
Why Generational Diversity Matters in Financial Advice
Does a financial advisor’s experience matter more than their perspective? Or is the real strength found in combining both?In this thoughtful conversation, host Chris Galeski and Executive Vice President Eric Selter explore the value diff...
Weaving Resiliency with Gold in a Volatile World with VanEck
Gold is having a moment, but the story runs deeper than price alone. In this timely conversation, Morton Wealth welcomes Axel Merk, President & CIO of Merk Investments and manager of the OUNZ gold fund, to unpack what’s really driving gold’...
Finding Opportunities in Real Estate with KCB
In private real estate, patience isn’t passive. It’s a competitive advantage. In this conversation, Wealth Advisor Bruce Tyson sits down with Peter Knell, Managing Director of KCB Properties, one of our longest-standing real estate partners. As...
Asset-Based Lending: Collateral and Downside Protection w/ WhiteHawk
In this episode, Wealth Advisor Mike Rudow sits down with John Ahn, Founder and CEO of WhiteHawk Capital, to explore how asset-based lending offers a uniquely resilient approach to private credit. John explains why WhiteHawk underwrites every l...
From Farm to Portfolio: How Food Lending Delivers Cash Flow w/ Proterra
People may cut back in a recession, but they don’t stop buying food. If you’re looking for resilient income in a world of uncertainty, “essential lending” may be a compelling place to start. In this session, Morton Wealth Senior Partner Eric Se...
Q4 2025 Market Update
Markets delivered strong headline returns in 2025, but underneath the surface, risks quietly continued to build. In this special episode of THE FINANCIAL COMMUTE, CEO Jeff Sarti and Chief Investment Officer Meghan Pinchuk break down ma...
How to Evaluate Real Estate Funds
The most important details in a real estate investment are rarely the ones on the first page of the marketing deck. In this candid and often humorous conversation, Chief Investment Officer Meghan Pinchuk and Director of Growth & Advice Chri...
Building Durable Income Through Diversified Credit with Keystone
What if generating income wasn’t about chasing yield, but about getting your money back first? At our 2025 Investor Symposium, Michael Grosslight sat down with Brad Allen, Managing Partner of Keystone National Group, to unpack what it really me...
Generating Income Through Real Estate Lending
Generating reliable income in today’s market requires more than chasing yield. It requires structure, discipline, and downside protection. In this session, Wealth Advisor Ian Rennick sits down with Co-Founder of Stormfield Capital, Wes Carpente...
Targeting Opportunities in Essential Housing Investments
Real estate has quietly endured one of its most challenging periods in decades, and Clay Grubb, CEO of Grubb Properties, isn’t sugarcoating it. In this candid conversation, Clay and Megan unpack how rising interest rates, soaring construction c...
Transferring Wealth Wisely
Transferring wealth is never just about dollars. It’s about values, expectations, relationships, and the messy emotions that often come with. In this insightful conversation from our 2025 Investor Symposium, Estate Planning Attorney Brian Stand...
Finding Purpose in Your Golden Years
Among older adults, retirees are more likely to experience depression than those who are working due to feelings of loneliness and loss of identity. But, it shouldn’t be this way. This chapter of freedom we work so hard for is called the “golde...
Investing in Whiskey, Marinas & More with Cordillera
Some of the most compelling investments today aren’t in Silicon Valley. They may be aging quietly in bourbon barrels, running across a soccer field, or docked at marinas. In this fascinating session from our 2025 Investor Symposium,...
The Realities of Selling Real Estate
Owning investment real estate can feel like a badge of honor until the rising costs, headaches from maintenance, and shrinking returns start to tell a different story. At our 2025 Investor Symposium, COO & CMO Stacey McKinnon an...
Why It Is Vital to Be a Healthy Skeptic
The American Dream has long been a cornerstone of optimism and progress. But for many today, that dream feels uncertain, shaped by affordability challenges, growing debt, and a financial culture defined by short-term thinking. At ou...