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
142 episodes
Stock Options & Strategy: Build Wealth Through Equity Compensation
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 st...
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Season 1
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Episode 142
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18:08
10 Principles Every Wise Investor Should Follow
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 ...
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Season 1
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Episode 141
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22:12
Taxes, Debt & the Future: What the New Budget Bill Means for You
Last week, House Republicans advanced a multitrillion-dollar tax and spending bill that could affect millions of American households. With the 2017 Tax Cuts and Jobs Act set to expire at the end of the year, this bill aims to make several key p...
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Season 1
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Episode 140
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21:20
Women & Finance | The Next Era
In celebration of the women of Morton – both team members and clients – we welcome you to listen to this episode where we explore the role women play in the financial services industry and the growth of female investors. According to recent stu...
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Season 1
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Episode 139
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25:43
An Inside Look at How We Make Investment Decisions
Ever wonder how our Chief Investment Officer, Meghan Pinchuk, decides which investments are worth it and which are overhyped? Join Chris and Meghan on this week's episode of THE FINANCIAL COMMUTE as they discuss what makes an idea wort...
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Season 1
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Episode 138
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17:07
Long-Term Care Insurance: Keep, Cancel, or Replace?
This episode is relevant to you if...• You purchased long-term care insurance years ago and are now receiving notices about major premium increases.• You help your parents/grandparents manage healthcare and financial decisions, ...
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Season 1
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Episode 137
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13:08
RMDs Explained: How, When & Why They Matter
On this week's episode of THE FINANCIAL COMMUTE, Financial Planning Advisor Brittany Yudkowsky joins Chris to talk about RMD planning.• Required Minimum Distributions (RMDs) must start by age 73.• Strategies like Roth co...
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13:20
Trump, the Fed, and the Fight Over Interest Rates
On this week's episode of THE FINANCIAL COMMUTE, Wealth Advisor Mike Rudow joins Chris to discuss the Fed's decision to keep rates high.Here are some key takeaways:Trump recently criticized the Fed for keeping rates ...
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Season 1
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Episode 135
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13:44
Watch This Before You Move States to Avoid Taxes
On this week's THE FINANCIAL COMMUTE episode, CPA Chris Passmore joins Chris Galeski to discuss moving states to save on taxes. Does it always make sense?Here are some key takeaways from their conversation:Headlines ...
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Season 1
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Episode 134
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20:03
What Financial Advisors Think About "Die with Zero"
On this week's episode of THE FINANCIAL COMMUTE, Chris and Kevin discuss a book they recently enjoyed, Die with Zero by Bill Perkins. Are most of us over-saving and under-living?Here are some key takeaways from their co...
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Season 1
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Episode 133
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16:17
Market Volatility & How We Protect Your Portfolio
On today's special episode of THE FINANCIAL COMMUTE, Jeff and Meghan address the recent volatility in the stock market and how Morton Wealth protects clients' portfolios amidst uncertainty.This episode was filmed on the morning ...
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Season 1
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Episode 132
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9:40
5 Must-Know Travel Tips for Your Next Vacation
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and COO & CMO Stacey McKinnon discuss their five best travel hacks.Here are some key takeaways from their conversation:FLIGHTS: Onc...
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Season 1
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Episode 131
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22:46
Should You Own or Lease Your Car?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Patrice Bening discuss buying vs. leasing cars. Which is better?Here are some key takeaways from their conversation:While leasing...
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Season 1
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Episode 130
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16:59
Money Conversations Every Couple Should Have
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and his wife Briana discuss the importance of having intentional conversations about money with your partner and how to do so. Here are some key takeaways ...
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Season 1
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Episode 129
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16:40
Are Tariffs Making America Stronger or More Expensive?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Beau Wirick discuss tariffs, their effect on the market, and how to prepare for the future as a consumer/investor. Chris notes that...
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Season 1
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Episode 128
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15:00
2025 Tax Laws: What’s Changing & How to Stay Ahead
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Scott Gilmore, CEO of Ascend Tax and Business Advisors, discuss upcoming tax law changes and how to maximize your tax benefits in 2025.Here are some key tak...
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Season 1
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Episode 127
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23:18
U.S. Stocks Are Expensive – Time to Invest Abroad?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to discuss overpriced U.S. stock valuations and whether investors should consider international stocks.Here are some key takeaways from ...
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Season 1
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Episode 126
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21:22
Protect Yourself From Fraud: Cybersecurity 101
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Executive Vice President Eric Selter invites Carmine Cicalese, Senior Partner at Digital Privacy & ...
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Season 1
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Episode 125
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21:43
Beyond the Green: How Pro Golf Led Chris to Finance
On this week's episode of THE FINANCIAL COMMUTE, we learn about host Chris Galeski's background in professional golf and how he made the switch to wealth management. Chief Operating Officer and Chief Marketing Officer Stacey McKinnon t...
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Season 1
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Episode 124
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19:54
The Hidden Forces Driving Interest Rates & Market Volatility
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Investment Officer Meghan Pinchuk to discuss interest rates, the hidden forces behind them and their impact on the economy.Here are some key take...
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Season 1
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Episode 123
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23:51
Beyond the Hype: The Real Value of Bitcoin According to Nik Bhatia
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Nik Bhatia, professor at USC, author of Layered Money and host of The Bitcoin Layer podcast to discuss Bitcoin's evolution and role in societ...
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Season 1
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Episode 122
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30:11
Investments that Produce Cash Flow
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Our Chief Investment Officer Meghan Pinchuk welcomes our fund managers, Rich Gammill of Proterra, John ...
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Season 1
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Episode 121
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54:09
California Fires 2025: Next Steps to Take
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski and Chief Operating Officer & Chief Marketing Officer Stacey McKinnon share advice for those affected by the Los Angeles fires and tips for preparing for future em...
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Season 1
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Episode 120
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26:00
Investing Wisely in 2025
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Chief Operating Officer and Chief Marketing Officer Stacey McKinnon to discuss how to invest wisely in 2025, especially during uncertain times.Here are...
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Season 1
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Episode 119
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22:27
Inherited an IRA? What To Know For 2025
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Wealth Advisor Patrice Bening to discuss how to strategize distributions when inheriting IRAs, complexities introduced by Secure Act changes in 2020, and what...
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Season 1
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Episode 118
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18:37