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
117 episodes
Hidden Gems in Real Estate Investing
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 real estate fund managers, Megan Pautler-Gutni...
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Season 1
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Episode 117
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53:50
Time's Running Out: Financial To-Dos Before 2025
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski and Financial Planning Advisor Amber McBride discuss year-end financial planning items to stay on top of. Here are some key takeaways from their conversati...
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Season 1
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Episode 116
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12:45
Would You Rather Give to Charity or the IRS?
On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski invites Wealth Advisor Mike Rudow to discuss charitable giving strategies to ensure you are optimizing your donations.Here are some key takeaways from their con...
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Season 1
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Episode 115
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12:23
Liquidity: Blessing or Curse?
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. CEO Jeff Sarti, Chief Investment Officer Meghan Pinchuk, and Wealth Advisor Chris Galeski discuss the a...
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Season 1
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Episode 114
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19:21
Replacing Income in Retirement
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Wealth Advisors Kevin Rex, Joe Seetoo and Mike Rudow discuss strategies that could help replace income ...
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Season 1
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Episode 113
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20:49
New Trends in Investing
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 ne...
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Season 1
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Episode 112
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23:40
California Housing Market Predictions
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...
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Season 1
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Episode 111
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22:56
How The Election Impacts Your Investments | The Financial Commute (Ep. 110)
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 take...
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Season 1
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Episode 110
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13:38
Boomers vs. Millennials: How Generations Shape Financial Choices | The Financial Commute (Ep. 109)
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.
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Season 1
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Episode 109
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25:10
Investor Symposium Spotlight: Key Moments with Our CEO Jeff Sarti
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:- ...
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Season 1
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Episode 108
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17:54
What's Behind the Fed's Interest Rate Cut?
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 con...
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Season 1
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Episode 107
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13:44
Medicare 2025: Key Changes & Insights
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:- Star...
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Season 1
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Episode 106
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24:48
How a Family Business Can Build Generational Wealth
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...
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Season 1
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Episode 105
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22:40
What the Next Generation Should Know About Financial Literacy
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 start...
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Season 1
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Episode 104
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14:30
How to Prioritize Tax-Advantaged Accounts for High Earners
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.Her...
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Season 1
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Episode 103
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23:29
A Financial Guide to Divorce: Tips from an Advisor
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...
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Season 1
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Episode 102
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19:12
Market Insights and the Election: What to Expect at Our Investor Symposium
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<...
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Season 1
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Episode 101
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18:42
Grant Williams on Investing vs. Speculating in Uncertain Times
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 confidenc...
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Season 1
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Episode 100
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25:37
Real Estate FAQ: Investing in a Challenging Market
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 th...
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Season 1
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Episode 99
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19:09
How to Build Financial Confidence
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 mu...
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Season 1
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Episode 98
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24:42
The Stock Market Selloff: Morton's Perspective
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: ...
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Season 1
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Episode 97
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12:06
How Much Do I Need to Retire?
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 conv...
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Season 1
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Episode 96
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18:14
Does Dollar Cost Averaging Work When Investing?
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 ...
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Season 1
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Episode 95
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15:05
Behind the Scenes: How Morton Manages Investment Portfolios
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:
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Season 1
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Episode 94
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17:05
Why Valuations Matter When Investing in Stocks
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Jeff Sarti, CEO of Morton Wealth to discuss market conditions and valuations.Here are some key takeaways from their conversation:- Jeff highlights the ...
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Season 1
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Episode 93
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15:31