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
179 episodes
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 ...
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12:16
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...
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13:52
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...
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14:46
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...
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19:46
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’...
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18:50
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...
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Season 1
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Episode 174
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27:02
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...
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Season 1
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Episode 173
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23:34
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...
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Season 1
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Episode 172
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26:57
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...
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Season 1
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Episode 171
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34:34
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...
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Season 1
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Episode 170
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20:34
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...
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Season 1
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Episode 169
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27:34
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...
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Season 1
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Episode 168
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20:39
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...
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Season 1
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Episode 167
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22:30
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...
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Season 1
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Episode 166
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25:51
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...
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Season 1
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Episode 165
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28:28
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,...
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Season 1
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Episode 164
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23:34
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...
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Season 1
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Episode 163
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22:34
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...
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Season 1
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Episode 162
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49:58
You’re Not Alone: How Advisors Can Help After Losing A Spouse
Losing a spouse is one of life’s most impactful and difficult experiences. What can make it even harder is that amidst their grief, widowers and widows are often faced with administrative tasks and important financial decisions. In ...
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Season 1
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Episode 161
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13:05
The Secret to Financial Success: Partnership
In this episode of THE FINANCIAL COMMUTE, Client Relationship Specialist Kristin Dillon and host Chris Galeski discuss how partnership and accountability are often the missing links in financial success. Our goal with our flat-fee fina...
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Season 1
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Episode 160
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15:28
How Do I Pay for My Child’s College Education?
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…
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Season 1
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Episode 159
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18:00
Navigating Different Retirement Timelines
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 fin...
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Season 1
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Episode 158
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14:13
Retirement Living: Finding the Right Fit
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 an...
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Season 1
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Episode 157
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15:18
Comparing Money Mindsets of Different Generations
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 Ga...
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Season 1
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Episode 156
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18:26
How to Upgrade Your Life And Still Build Wealth
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…...
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Season 1
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Episode 155
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19:42