<![CDATA[Simply Why]]>5cde983d-62d0-5e4c-97ed-c3375813dbb9Fri, 06 Mar 2026 15:39:18 +0000Captivate.fmMorton Brown Family Wealthhttps://artwork.captivate.fm/4ac6f303-d232-462c-beae-7c3e56b06530/qetWbdvs0rUX0jpH3HZ5mtXs.pngSimply WhyMorton Brown Family WealthMorton Brown Family WealthDiscover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the world of personal finance with a purpose and seek to inspire others to do the same. This podcast is produced by Morton Brown Family Wealth, an SEC-registered investment advisor. This podcast is designed for educational and informational purposes and is not intended as investment advice. https://www.mortonbrownfw.com/simply-why-podcast/falseepisodicnopodcastThree Words for 2026Three Words for 2026Each year, Dennis and Katie choose three words to guide their leadership, their team, and the experience they create for the families they serve.

In this episode of Simply Why, they reflect on 2025’s words (bold, oxygen, and evolve) and share how those themes showed up in real ways, from team growth to technology upgrades to deeper client relationships. Listen in to hear their three words for 2026 and how they are taking shape for the year ahead.

Through stories about their team, a powerful client moment, musicians, and Olympic athletes, Dennis and Katie explore how alignment creates clarity, and how clarity creates confidence.

“The soft stuff is the hard stuff” – Dennis Morton


Key Moments

00:00 – Looking back at 2025: Bold, Oxygen, Evolve

04:00 – How their team embodied all three words

07:00 – Introducing three words for 2026

09:00 – Lessons from musicians and Olympic athletes

13:45 – A client story about clarity and confidence

15:20 – Why “the soft stuff is the hard stuff” 16:15 – How to create your own three-word framework


Links & Resources

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


Connect with Katie & Dennis:

  1. Connect with Katie:https://www.linkedin.com/in/kathryn-m-brown/
  2. Connect with Dennis:https://www.linkedin.com/in/dennis-morton-jr/
  3. Subscribe for more:https://www.mortonbrownfw.com/subscribe/
  4. Give feedback:info@mortonbrownfw.com
  5. Important Disclosures:https://www.mortonbrownfw.com/important-disclosures/


https://youtu.be/2QtEecV-Gaw?si=E1ydJeQ2BlkpgrWv

]]>Each year, Dennis and Katie choose three words to guide their leadership, their team, and the experience they create for the families they serve.

In this episode of Simply Why, they reflect on 2025’s words (bold, oxygen, and evolve) and share how those themes showed up in real ways, from team growth to technology upgrades to deeper client relationships. Listen in to hear their three words for 2026 and how they are taking shape for the year ahead.

Through stories about their team, a powerful client moment, musicians, and Olympic athletes, Dennis and Katie explore how alignment creates clarity, and how clarity creates confidence.

“The soft stuff is the hard stuff” – Dennis Morton


Key Moments

00:00 – Looking back at 2025: Bold, Oxygen, Evolve

04:00 – How their team embodied all three words

07:00 – Introducing three words for 2026

09:00 – Lessons from musicians and Olympic athletes

13:45 – A client story about clarity and confidence

15:20 – Why “the soft stuff is the hard stuff” 16:15 – How to create your own three-word framework


Links & Resources

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


Connect with Katie & Dennis:

  1. Connect with Katie:https://www.linkedin.com/in/kathryn-m-brown/
  2. Connect with Dennis:https://www.linkedin.com/in/dennis-morton-jr/
  3. Subscribe for more:https://www.mortonbrownfw.com/subscribe/
  4. Give feedback:info@mortonbrownfw.com
  5. Important Disclosures:https://www.mortonbrownfw.com/important-disclosures/


https://youtu.be/2QtEecV-Gaw?si=E1ydJeQ2BlkpgrWv

]]>1268b722-b669-47b8-a470-4ac7baa38decThu, 05 Mar 2026 09:00:00 -050017:42falsefull138381Embracing GoodnessEmbracing GoodnessWhen everything seems to be at an all-time high, including stocks, housing, gold, and even money market balances, it can feel like the “good old days.” But what do you do when things are this good? In this episode, Dennis Morton and Katie Brown explore how optimism and pessimism shape investor behavior, what it means to move from a position of strength, and why these moments of abundance are the best times to plan intentionally for what’s next.

“Regardless of what I think is going to happen tomorrow, recognizing where we're at today—let’s make the best of it.” – Katie Brown


Key Moments

00:01:00 – Everything’s at an all-time high

00:02:28 – Remembering past “good old days”

00:05:11 – Couples and conflicting money mindsets

00:07:35 – Redefining “enough”

00:10:14 – Staying proactive, not paralyzed

00:11:46 – Gifting from a position of confidence

00:16:50 – Avoiding “I wish we’d done this sooner”


Links & Resources



Connect with Katie & Dennis:


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

]]>When everything seems to be at an all-time high, including stocks, housing, gold, and even money market balances, it can feel like the “good old days.” But what do you do when things are this good? In this episode, Dennis Morton and Katie Brown explore how optimism and pessimism shape investor behavior, what it means to move from a position of strength, and why these moments of abundance are the best times to plan intentionally for what’s next.

“Regardless of what I think is going to happen tomorrow, recognizing where we're at today—let’s make the best of it.” – Katie Brown


Key Moments

00:01:00 – Everything’s at an all-time high

00:02:28 – Remembering past “good old days”

00:05:11 – Couples and conflicting money mindsets

00:07:35 – Redefining “enough”

00:10:14 – Staying proactive, not paralyzed

00:11:46 – Gifting from a position of confidence

00:16:50 – Avoiding “I wish we’d done this sooner”


Links & Resources



Connect with Katie & Dennis:


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

]]>a2931a06-b04e-4972-94c6-904ba776ad86Wed, 05 Nov 2025 09:00:00 -050018:24falsefull137371Decoding StatementsDecoding StatementsWhen new families bring in their investment statements, Dennis Morton and Katie Brown often see the same thing: complexity that doesn’t serve the client. In this episode, they pull back the curtain on why portfolios so often include dozens of overlapping funds, how fees can feel stuck in 2006, and why simplicity paired with planning is far more valuable than a confusing stack of statements.

“If you suspect your investments are more complicated than they need to be, you’re probably right.” – Dennis Morton

Key Moments

00:02:45 – Statement sprawl

00:04:17 – NVIDIA everywhere: the hidden overlap

00:07:08 – Added complexity = STRESS

00:11:28 – How technology can help

00:12:53 – It's all “Window Dressing”

00:16:45 – Providing reassurance

00:17:49 – Signs you may not have the right advisor

Links & Resources



Connect with Katie & Dennis:



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

]]>When new families bring in their investment statements, Dennis Morton and Katie Brown often see the same thing: complexity that doesn’t serve the client. In this episode, they pull back the curtain on why portfolios so often include dozens of overlapping funds, how fees can feel stuck in 2006, and why simplicity paired with planning is far more valuable than a confusing stack of statements.

“If you suspect your investments are more complicated than they need to be, you’re probably right.” – Dennis Morton

Key Moments

00:02:45 – Statement sprawl

00:04:17 – NVIDIA everywhere: the hidden overlap

00:07:08 – Added complexity = STRESS

00:11:28 – How technology can help

00:12:53 – It's all “Window Dressing”

00:16:45 – Providing reassurance

00:17:49 – Signs you may not have the right advisor

Links & Resources



Connect with Katie & Dennis:



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

]]>f7c7c110-eb7d-4e87-8fe6-8cdbd713a591Tue, 09 Sep 2025 12:00:00 -050019:40falsefull136361Decoupling FinancesDecoupling FinancesCaught 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



Connect with Katie & Dennis:


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

]]>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



Connect with Katie & Dennis:


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

]]>7af9d074-b420-4552-81af-bb77abbee6ceWed, 25 Jun 2025 09:00:00 -050021:49falsefull135351Finding FlowFinding FlowStuck in financial paralysis?

Dennis and Katie are back! Kicking off 2025, they’re diving into the mindset shifts that can make all the difference in your financial life. In this episode of Simply Why, Dennis Morton and Katie Brown explore the challenges of financial decision-making, especially when feelings of uncertainty or analysis paralysis take over. They discuss why successful investing isn’t just about skill—it’s about discipline, awareness, and adaptability. By shifting your focus to long-term goals and embracing the natural flow of financial planning, you can navigate change with confidence and clarity.

Dennis and Katie also highlight the deeper connections between financial well-being and other aspects of life. They share personal stories and insights on how financial planning is not just about numbers—it’s about aligning money with purpose to create a fulfilling future. Whether you’re preparing for retirement or simply looking for more confidence in your financial decisions, this conversation offers a fresh perspective on what it means to truly find flow in your financial life.

Comparison is the thief of joy. Finding your own personal flow is key. - Dennis Morton

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
  • Book Mentioned: How to Retire by Christine Benz – A practical guide to retirement planning, including the non-financial aspects of transitioning into this stage of life.

Connect with Katie & Dennis:


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

]]>Stuck in financial paralysis?

Dennis and Katie are back! Kicking off 2025, they’re diving into the mindset shifts that can make all the difference in your financial life. In this episode of Simply Why, Dennis Morton and Katie Brown explore the challenges of financial decision-making, especially when feelings of uncertainty or analysis paralysis take over. They discuss why successful investing isn’t just about skill—it’s about discipline, awareness, and adaptability. By shifting your focus to long-term goals and embracing the natural flow of financial planning, you can navigate change with confidence and clarity.

Dennis and Katie also highlight the deeper connections between financial well-being and other aspects of life. They share personal stories and insights on how financial planning is not just about numbers—it’s about aligning money with purpose to create a fulfilling future. Whether you’re preparing for retirement or simply looking for more confidence in your financial decisions, this conversation offers a fresh perspective on what it means to truly find flow in your financial life.

Comparison is the thief of joy. Finding your own personal flow is key. - Dennis Morton

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
  • Book Mentioned: How to Retire by Christine Benz – A practical guide to retirement planning, including the non-financial aspects of transitioning into this stage of life.

Connect with Katie & Dennis:


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

]]>b51f84de-c73e-46bd-b768-53456b895876Tue, 04 Mar 2025 07:00:00 -050021:31falsefull134341Advising LeadersAdvising LeadersWhy do leaders make the best clients?

In this episode of the Simply Why podcast, hosts Dennis Morton and Katie Brown dive into the significance of leadership in the realm of financial planning and advisory relationships. Their exploration stemmed from a realization of the consistent presence of leadership roles among their clients, extending beyond just demographics and income levels. The hosts emphasize the importance of traits such as strategic thinking, a growth mindset, and a willingness to lean on experts, all of which align with their approach to providing intentional advice.

Leadership is never in a vacuum. I think that's a really great thing to leave with people to ponder over. - Dennis Morton

As a leader in your own life, do you recognize a need for guidance in your finances? 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:


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

]]>Why do leaders make the best clients?

In this episode of the Simply Why podcast, hosts Dennis Morton and Katie Brown dive into the significance of leadership in the realm of financial planning and advisory relationships. Their exploration stemmed from a realization of the consistent presence of leadership roles among their clients, extending beyond just demographics and income levels. The hosts emphasize the importance of traits such as strategic thinking, a growth mindset, and a willingness to lean on experts, all of which align with their approach to providing intentional advice.

Leadership is never in a vacuum. I think that's a really great thing to leave with people to ponder over. - Dennis Morton

As a leader in your own life, do you recognize a need for guidance in your finances? 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:


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

]]>24c35be0-6458-4a8c-9bae-d81b38d5e87eWed, 14 Aug 2024 09:00:00 -050018:52falsefull133331Surviving the JungleSurviving the JungleIt's a real jungle out there.

In this episode of Simply Why, Dennis Morton and Katie Brown reflect on Mark Hurley's whitepaper "Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry". They share their take on these insights, emphasizing the need for strategic adaptation and a renewed focus on delivering high-quality, client-centered services amidst industry challenges as well as new opportunities including artificial intelligence.

It's about being a good advisor and running a good business. And we've been saying it for six years, since day one. - Dennis Morton

Looking for a new advisor relationship? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

Mark Hurley's Whitepaper: https://static1.squarespace.com/static/63d44b39cc31ac17cb99b0ce/t/658202887f27f741d473681b/1703019144561/DPP-WelcometotheJungle_Dec18Reg.pdf

Connect with Katie & Dennis:


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

]]>It's a real jungle out there.

In this episode of Simply Why, Dennis Morton and Katie Brown reflect on Mark Hurley's whitepaper "Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry". They share their take on these insights, emphasizing the need for strategic adaptation and a renewed focus on delivering high-quality, client-centered services amidst industry challenges as well as new opportunities including artificial intelligence.

It's about being a good advisor and running a good business. And we've been saying it for six years, since day one. - Dennis Morton

Looking for a new advisor relationship? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5

Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

Mark Hurley's Whitepaper: https://static1.squarespace.com/static/63d44b39cc31ac17cb99b0ce/t/658202887f27f741d473681b/1703019144561/DPP-WelcometotheJungle_Dec18Reg.pdf

Connect with Katie & Dennis:


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

]]>13d29c8a-9e91-4644-bee8-0587b0d8ae05Fri, 19 Jul 2024 12:00:00 -050020:07falsefull132321The PitchThe PitchWe've all been there. You meet a financial advisor out in the wild. You feel the wind-up, expecting the pitch to come at any moment. *CRINGE*

In this episode of Simply Why, Dennis Morton and Katie Brown expose their own cringy pitch stories and why so many advisors struggle with the awkwardness of feeling like they're expected to sell all the time. Dennis and Katie share why they avoid "the pitch" in favor of showing up authentically to build meaningful relationships and how it has led to their growth and success.

I don't think of it as sales as much as how can we drive value for one another? Is there an opportunity for us to bring value to this family? And is there something that I can learn from them and that I can grow in my profession through working with them, too? - Katie Brown

Tired of the same old pitch? 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:


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

]]>We've all been there. You meet a financial advisor out in the wild. You feel the wind-up, expecting the pitch to come at any moment. *CRINGE*

In this episode of Simply Why, Dennis Morton and Katie Brown expose their own cringy pitch stories and why so many advisors struggle with the awkwardness of feeling like they're expected to sell all the time. Dennis and Katie share why they avoid "the pitch" in favor of showing up authentically to build meaningful relationships and how it has led to their growth and success.

I don't think of it as sales as much as how can we drive value for one another? Is there an opportunity for us to bring value to this family? And is there something that I can learn from them and that I can grow in my profession through working with them, too? - Katie Brown

Tired of the same old pitch? 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:


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

]]>0a132dca-13f1-43fb-a8b9-5f09393c4b42Wed, 03 Jul 2024 12:00:00 -050019:17falsefull131311Fostering TransparencyFostering TransparencyHave you ever been given a ton of disclosures and paperwork in the name of financial transparency, only to find yourself drowning in confusion and uncertainty? In the latest episode of Simply Why, hosts Dennis Morton and Katie Brown dive into the world of financial transparency and its impact on your financial well-being. The episode unpacks the challenges clients face in understanding financial information and navigating through potential conflicts of interest. Through their candid conversation, these seasoned financial advisors emphasize the importance of open communication, education, and trust-building in fostering transparency within advisor-client relationships.

Transparency is a fundamental strength of any relationship. It builds trust and the more it's fostered in the beginning, it just sets up the whole relationship for success. - Dennis Morton

Seeking transparency in your advisor relationship? 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:


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

]]>Have you ever been given a ton of disclosures and paperwork in the name of financial transparency, only to find yourself drowning in confusion and uncertainty? In the latest episode of Simply Why, hosts Dennis Morton and Katie Brown dive into the world of financial transparency and its impact on your financial well-being. The episode unpacks the challenges clients face in understanding financial information and navigating through potential conflicts of interest. Through their candid conversation, these seasoned financial advisors emphasize the importance of open communication, education, and trust-building in fostering transparency within advisor-client relationships.

Transparency is a fundamental strength of any relationship. It builds trust and the more it's fostered in the beginning, it just sets up the whole relationship for success. - Dennis Morton

Seeking transparency in your advisor relationship? 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:


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

]]>3f58c910-0f3d-402d-afea-a1c31d8662e5Tue, 25 Jun 2024 09:00:00 -050016:31falsefull130301Finding HappinessFinding Happiness40% of our happiness comes down to the choices we make. In this episode of Simply Why, Dennis Morton and Katie Brown engage in a meaningful conversation about the age-old debate of whether money can truly buy happiness. They provide a fresh perspective on the relationship between money and happiness, drawing insights from positive psychology and behavioral finance. The hosts explore the impact of personal growth, finding purpose in life, and the connection between retirement planning and happiness.

Your experience with money can contribute to satisfaction, which leads to those other things, those four C's to get to that funded contentment, that idea of underwriting a meaningful life. - Katie Brown

Looking to reimagine your financial happiness? 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:


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

Reference Links:

Collaboration with Shaping Wealth

]]>40% of our happiness comes down to the choices we make. In this episode of Simply Why, Dennis Morton and Katie Brown engage in a meaningful conversation about the age-old debate of whether money can truly buy happiness. They provide a fresh perspective on the relationship between money and happiness, drawing insights from positive psychology and behavioral finance. The hosts explore the impact of personal growth, finding purpose in life, and the connection between retirement planning and happiness.

Your experience with money can contribute to satisfaction, which leads to those other things, those four C's to get to that funded contentment, that idea of underwriting a meaningful life. - Katie Brown

Looking to reimagine your financial happiness? 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:


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

Reference Links:

Collaboration with Shaping Wealth

]]>9fd64c72-5164-47cc-80a2-7e477fe0d237Fri, 14 Jun 2024 12:00:00 -050018:40falsefull129291Investing HabitsInvesting HabitsWhat's the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn't just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor Alpha study, as well as the challenges faced during market downturns.

The portfolio that works best is the one that you can stick with. - Meb Faber

Click here to listen on your favorite podcast app.

Connect with Katie & Dennis:


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

Reference Links:

Collaboration with Shaping Wealth

Vanguard Advisor Alpha Study

]]>What's the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn't just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor Alpha study, as well as the challenges faced during market downturns.

The portfolio that works best is the one that you can stick with. - Meb Faber

Click here to listen on your favorite podcast app.

Connect with Katie & Dennis:


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

Reference Links:

Collaboration with Shaping Wealth

Vanguard Advisor Alpha Study

]]>0b4179d0-b164-4501-bbf6-39a085646fd2Wed, 20 Mar 2024 09:00:00 -050018:36falsefull128281Deferred PlanningDeferred PlanningAccording to Fidelity's annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don't have a problem with the number, but rather the definition of what Americans constitute as a "financial plan". They share how they help families who have deferred proper planning, emphasizing that it's not too late to salvage your financial future.

The sooner you build that awareness, it is like a superpower toward confidence. The more awareness you have of your circumstances. - Dennis Morton

Click here to listen on your favorite podcast app.

Connect with Katie & Dennis:


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

Reference Links:

Fidelity's 2024 Financial Resolutions Report

]]>According to Fidelity's annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don't have a problem with the number, but rather the definition of what Americans constitute as a "financial plan". They share how they help families who have deferred proper planning, emphasizing that it's not too late to salvage your financial future.

The sooner you build that awareness, it is like a superpower toward confidence. The more awareness you have of your circumstances. - Dennis Morton

Click here to listen on your favorite podcast app.

Connect with Katie & Dennis:


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

Reference Links:

Fidelity's 2024 Financial Resolutions Report

]]>fd957846-0a2b-4fa5-be60-be3f803abcacTue, 12 Mar 2024 09:00:00 -050016:32falsefull127271Overcoming EgoOvercoming EgoA stubborn ego can cloud one's judgment, leading to short-sighted investment decisions. This is significantly pronounced in recent market phenomena, like the cryptocurrency and NFT trends, where inflated egos led to the creation of economic bubbles that ultimately burst, causing in some cases, severe financial damage. Dennis and Katie share the importance of recognizing ego biases to make more rational and balanced financial and investing decisions.

The ego wants to be a winner, wants to be on top, wants to be better, the best, and winning. But I think the better thing to focus on is your potential. - Dennis Morton

Click here to listen on your favorite podcast app.

Connect with Katie & Dennis:


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

Reference Links:

Number Go Up: Inside Crypto's Wild Rise and Staggering Fall by Zeke Faux

Sam Bankman-Fried Quoted on Sequoia Capital's site (since been scrubbed)

]]>A stubborn ego can cloud one's judgment, leading to short-sighted investment decisions. This is significantly pronounced in recent market phenomena, like the cryptocurrency and NFT trends, where inflated egos led to the creation of economic bubbles that ultimately burst, causing in some cases, severe financial damage. Dennis and Katie share the importance of recognizing ego biases to make more rational and balanced financial and investing decisions.

The ego wants to be a winner, wants to be on top, wants to be better, the best, and winning. But I think the better thing to focus on is your potential. - Dennis Morton

Click here to listen on your favorite podcast app.

Connect with Katie & Dennis:


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

Reference Links:

Number Go Up: Inside Crypto's Wild Rise and Staggering Fall by Zeke Faux

Sam Bankman-Fried Quoted on Sequoia Capital's site (since been scrubbed)

]]>f8ad5b55-59d8-4cad-a114-ff012ba5a423Sat, 24 Feb 2024 09:00:00 -050020:02falsefull126261Three WordsThree WordsDive into this captivating conversation where Dennis and Katie reveal the simple three-word strategy that has helped drive their business growth for the past five years. Learn how you can use this simple exercise to integrate your core values into daily decision-making for a purpose-driven and meaningful life.

Essentially boiling down to three words that we can hold out there for the year that keep us inspired, excited, and help to point toward that true north. - Katie Brown

Connect with Katie & Dennis:


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

]]>Dive into this captivating conversation where Dennis and Katie reveal the simple three-word strategy that has helped drive their business growth for the past five years. Learn how you can use this simple exercise to integrate your core values into daily decision-making for a purpose-driven and meaningful life.

Essentially boiling down to three words that we can hold out there for the year that keep us inspired, excited, and help to point toward that true north. - Katie Brown

Connect with Katie & Dennis:


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

]]>a8824803-1a73-4e59-a8db-a293df255140Tue, 20 Feb 2024 09:00:00 -050020:07falsefull125251Lessons LearnedLessons LearnedThe last few years for investors have been historic and exhausting. Katie and Dennis take a look back at how fast-paced the financial markets changed and the challenges faced by investors. With different things working at different times, it can be easy to lose sight of a plan or strategy. Dennis and Katie share what they've learned over the last four years that they think will make them and their clients better investors in the future.

Connect with Katie & Dennis:


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

]]>The last few years for investors have been historic and exhausting. Katie and Dennis take a look back at how fast-paced the financial markets changed and the challenges faced by investors. With different things working at different times, it can be easy to lose sight of a plan or strategy. Dennis and Katie share what they've learned over the last four years that they think will make them and their clients better investors in the future.

Connect with Katie & Dennis:


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

]]>fe7f7ec8-7a97-42f1-97c5-e6fec12ca4e6Wed, 31 Jan 2024 09:00:00 -050018:54falsefull124241Looking ForwardLooking ForwardLooking forward to a new year, Dennis and Katie describe how they've structured this into an annual activity with their team and how it could translate into a powerful tool for couples and families planning for the year ahead. With thought-provoking and sometimes challenging prompts, the Looking Back/Looking Forward exercise provides a framework for reflection and prioritizing actions that will make the most meaningful impact.

Looking Back/Forward Exercise: https://www.mortonbrownfw.com/wp-content/uploads/2024/01/MBFW-Looking-Back-Exercise.pdf

Connect with Katie & Dennis:


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

]]>Looking forward to a new year, Dennis and Katie describe how they've structured this into an annual activity with their team and how it could translate into a powerful tool for couples and families planning for the year ahead. With thought-provoking and sometimes challenging prompts, the Looking Back/Looking Forward exercise provides a framework for reflection and prioritizing actions that will make the most meaningful impact.

Looking Back/Forward Exercise: https://www.mortonbrownfw.com/wp-content/uploads/2024/01/MBFW-Looking-Back-Exercise.pdf

Connect with Katie & Dennis:


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

]]>cb9d0729-ab7e-4413-821e-8160a69fd87dWed, 10 Jan 2024 09:00:00 -050019:40falsefull123231Vision CastingVision CastingDo you have a plan for the new year ahead? Dennis and Katie reveal how their planning sessions at year-end evolved into a need to recast their vision for the future. They reflect on their journey and share what led them back to the drawing board to recraft their future growth plans for the firm. They relate this experience to that of families they serve that are growing and changing. Katie and Dennis encourage couples to look at their financial planning with the same kind of reflection and how a financial advisor can help with vision casting.

Connect with Katie & Dennis:


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

]]>Do you have a plan for the new year ahead? Dennis and Katie reveal how their planning sessions at year-end evolved into a need to recast their vision for the future. They reflect on their journey and share what led them back to the drawing board to recraft their future growth plans for the firm. They relate this experience to that of families they serve that are growing and changing. Katie and Dennis encourage couples to look at their financial planning with the same kind of reflection and how a financial advisor can help with vision casting.

Connect with Katie & Dennis:


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

]]>0197257b-9b97-4f66-90ea-225f63814b19Wed, 20 Dec 2023 09:00:00 -050023:25falsefull122221Crafting CohesionCrafting CohesionDennis and Katie give some examples of the random collection of investments and products they've seen built up over time on client statements. They explain why a cluttered portfolio can be a detriment to achieving financial goals while highlighting the importance of a cohesive strategy and identifying purpose when choosing to add something new or make a change. Katie and Dennis also reflect on some wise words of the late Charlie Munger, an influential voice in the industry.

Connect with Katie & Dennis:


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

]]>Dennis and Katie give some examples of the random collection of investments and products they've seen built up over time on client statements. They explain why a cluttered portfolio can be a detriment to achieving financial goals while highlighting the importance of a cohesive strategy and identifying purpose when choosing to add something new or make a change. Katie and Dennis also reflect on some wise words of the late Charlie Munger, an influential voice in the industry.

Connect with Katie & Dennis:


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

]]>44d02df8-a645-41b9-943b-516ffb082e7fWed, 13 Dec 2023 06:00:00 -050015:38falsefull121211Seeking CertaintySeeking CertaintyDennis and Katie discuss Morgan Housel's new book Same as Ever: A Guide to What Never Changes. Dennis and Katie dive into Housel's chapter titled "Does Not Compute". They explore the author's real-life examples of how motivation, emotions, and mindset heavily influence human performance and investor behavior.

Get the book: https://www.morganhousel.com/

Connect with Katie & Dennis:


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

]]>Dennis and Katie discuss Morgan Housel's new book Same as Ever: A Guide to What Never Changes. Dennis and Katie dive into Housel's chapter titled "Does Not Compute". They explore the author's real-life examples of how motivation, emotions, and mindset heavily influence human performance and investor behavior.

Get the book: https://www.morganhousel.com/

Connect with Katie & Dennis:


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

]]>b3159200-44f1-49ca-8f27-ca9d4a90dac7Wed, 06 Dec 2023 09:00:00 -050018:26falsefull120201Living AbundantlyLiving AbundantlyThis episode is all about abundance. Dennis and Katie share how they help clients to permission themselves to live abundantly, not only during the holiday season but all year round. This is just a part of their role as financial advisors to encourage the families they work with to develop a consistent money mindset.

Connect with Katie & Dennis:


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

]]>This episode is all about abundance. Dennis and Katie share how they help clients to permission themselves to live abundantly, not only during the holiday season but all year round. This is just a part of their role as financial advisors to encourage the families they work with to develop a consistent money mindset.

Connect with Katie & Dennis:


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

]]>0f31d49a-2878-420f-bb25-d1ed5ea4a48bWed, 29 Nov 2023 09:00:00 -050015:39falsefull119191All About ControlAll About ControlThe feeling of control when it comes to money can be triggering. Dennis and Katie share the varying ways control shows up in client conversations. Our perceived level of control can have lasting impacts on our emotions, tolerance levels, and how we see the world. Katie and Dennis also discuss how a perceived lack of control over finances can create a barrier for some individuals to work with a financial advisor.

Connect with Katie & Dennis:


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

]]>The feeling of control when it comes to money can be triggering. Dennis and Katie share the varying ways control shows up in client conversations. Our perceived level of control can have lasting impacts on our emotions, tolerance levels, and how we see the world. Katie and Dennis also discuss how a perceived lack of control over finances can create a barrier for some individuals to work with a financial advisor.

Connect with Katie & Dennis:


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

]]>1f5c91b9-48fd-4336-ae27-c3a7b4cdf6f0Wed, 15 Nov 2023 09:00:00 -050018:17falsefull118181Delayed GratificationDelayed GratificationMost advisors tout the benefits of sacrificing the now in favor of the future. However, the savings habits formed by clients can cause a tougher transition when turning those savings into a paycheck. Dennis and Katie discuss some drawbacks of delayed gratification in personal finance. They share how they coach couples through these transitions and the natural fears that can arise as a result.

Connect with Katie & Dennis:


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

]]>Most advisors tout the benefits of sacrificing the now in favor of the future. However, the savings habits formed by clients can cause a tougher transition when turning those savings into a paycheck. Dennis and Katie discuss some drawbacks of delayed gratification in personal finance. They share how they coach couples through these transitions and the natural fears that can arise as a result.

Connect with Katie & Dennis:


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

]]>7e5dc8c6-5bf2-4543-8d47-4c8d393cfd5aWed, 01 Nov 2023 09:00:00 -050023:43falsefull117171Growth MattersGrowth MattersWhy does growth matter? Feeling energized on the heels of Future Proof, Dennis and Katie share their view of what it means to be a growing advisory firm and why that should matter to clients. They offer how they see their own firm's growth leading to better service, better offerings, and more attention for their clients. Katie and Dennis highlight the importance of communicating the benefits of growth with clients as well as the rest of the financial community.

More about Future Proof: https://futureproof.advisorcircle.com/

Connect with Katie & Dennis:


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

]]>Why does growth matter? Feeling energized on the heels of Future Proof, Dennis and Katie share their view of what it means to be a growing advisory firm and why that should matter to clients. They offer how they see their own firm's growth leading to better service, better offerings, and more attention for their clients. Katie and Dennis highlight the importance of communicating the benefits of growth with clients as well as the rest of the financial community.

More about Future Proof: https://futureproof.advisorcircle.com/

Connect with Katie & Dennis:


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

]]>c24fd605-68ef-4ef9-a08d-6c9557d9ba86Tue, 24 Oct 2023 09:00:00 -050022:29falsefull116161Market CommentaryMarket CommentaryAt the end of each quarter, Dennis and Katie's team provide a live public commentary on market performance. In this podcast episode, the advisors share their belief in the importance of this type of communication. They reveal the common themes that pop up in their market commentary and how they encourage healthy investor behavior. Katie and Dennis highlight how they prepare and what they hope to accomplish with these interactive sessions.

See the charts referenced: https://youtu.be/aS3f6t0UxOo

Attend their next Quarterly Market Update: https://mortonbrownfw.clickmeeting.com/quarterly-market-recap

Connect with Katie & Dennis:


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

]]>At the end of each quarter, Dennis and Katie's team provide a live public commentary on market performance. In this podcast episode, the advisors share their belief in the importance of this type of communication. They reveal the common themes that pop up in their market commentary and how they encourage healthy investor behavior. Katie and Dennis highlight how they prepare and what they hope to accomplish with these interactive sessions.

See the charts referenced: https://youtu.be/aS3f6t0UxOo

Attend their next Quarterly Market Update: https://mortonbrownfw.clickmeeting.com/quarterly-market-recap

Connect with Katie & Dennis:


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

]]>0e5bf063-9f61-47a2-baed-b21b5dcd833aWed, 18 Oct 2023 09:00:00 -050014:58falsefull115151Couples' CommunicationCouples' CommunicationHow do you communicate about money? Dennis and Katie work with many couples who have different communication styles. In this episode, they highlight the differences they see in communication styles and how that impacts the financial conversation. Katie and Dennis share how they help as advisors to facilitate a safe space for money conversations.

Connect with Katie & Dennis:


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

]]>How do you communicate about money? Dennis and Katie work with many couples who have different communication styles. In this episode, they highlight the differences they see in communication styles and how that impacts the financial conversation. Katie and Dennis share how they help as advisors to facilitate a safe space for money conversations.

Connect with Katie & Dennis:


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

]]>7f22ebd5-d01a-4c2b-8ce7-d3c3f4c7d773Wed, 11 Oct 2023 09:00:00 -050021:11falsefull114141Managing StressManaging StressWhat stresses out your financial advisor? It may not be what you think. Katie and Dennis disclose common behind-the-scenes stressors for financial advisors and how they can trickle down to clients. Katie and Dennis reveal how they've designed a service model that helps to alleviate stress and allows their team to show up for clients in the best way possible.

Connect with Katie & Dennis:


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

]]>What stresses out your financial advisor? It may not be what you think. Katie and Dennis disclose common behind-the-scenes stressors for financial advisors and how they can trickle down to clients. Katie and Dennis reveal how they've designed a service model that helps to alleviate stress and allows their team to show up for clients in the best way possible.

Connect with Katie & Dennis:


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

]]>85c71a59-7b6b-4d27-8565-076e2d3aea61Wed, 04 Oct 2023 09:00:00 -050021:20falsefull113131Making MistakesMaking MistakesEven smart investors make mistakes! Dennis and Katie highlight the common mistakes made by both clients and advisors when it comes to investing. They explore what leads to these pitfalls and tips on how investors can potentially avoid them in the future. Listen in as they share real-life examples and reflect on their role as advisors in reframing perspectives to help clients avoid making mistakes in the future.

Connect with Katie & Dennis:


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

]]>Even smart investors make mistakes! Dennis and Katie highlight the common mistakes made by both clients and advisors when it comes to investing. They explore what leads to these pitfalls and tips on how investors can potentially avoid them in the future. Listen in as they share real-life examples and reflect on their role as advisors in reframing perspectives to help clients avoid making mistakes in the future.

Connect with Katie & Dennis:


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

]]>72f0e73b-aa4a-4f44-adff-b056dd78e126Wed, 27 Sep 2023 09:00:00 -050023:14falsefull112121Advocating for ExcellenceAdvocating for ExcellenceDennis and Katie are deeply committed to serving as advocates for their clients. Starting with how they built their independent advisory firm, they emphasize how each facet of the business was built with the end client's experience in mind. Katie and Dennis highlight their frustrations in the industry and how they are working to combat overly complex portfolios, insufficient plans, and limited access to money. Dive into this episode to find out how they are raising client expectations for what an advisory experience can be.

Connect with Katie & Dennis:


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

]]>Dennis and Katie are deeply committed to serving as advocates for their clients. Starting with how they built their independent advisory firm, they emphasize how each facet of the business was built with the end client's experience in mind. Katie and Dennis highlight their frustrations in the industry and how they are working to combat overly complex portfolios, insufficient plans, and limited access to money. Dive into this episode to find out how they are raising client expectations for what an advisory experience can be.

Connect with Katie & Dennis:


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

]]>1c0ac9ff-bce7-4fdb-b80d-9bd9ac756c52Wed, 20 Sep 2023 09:00:00 -050018:01falsefull111111Coachable MomentsCoachable MomentsDennis shares a personal story of his daughter's recent inspiring coaching experience at the start of the soccer season. He laments the fact that once we leave school, many of us lose those valuable coaches in our lives. Katie and Dennis share how they go beyond the numbers to find coachable moments with their clients to build financial confidence and inspire purpose.

Connect with Katie & Dennis:


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

]]>Dennis shares a personal story of his daughter's recent inspiring coaching experience at the start of the soccer season. He laments the fact that once we leave school, many of us lose those valuable coaches in our lives. Katie and Dennis share how they go beyond the numbers to find coachable moments with their clients to build financial confidence and inspire purpose.

Connect with Katie & Dennis:


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

]]>ab2f1e6c-11be-4689-8ea3-ce303432e74bWed, 13 Sep 2023 09:00:00 -050022:03falsefull110101Navigating DisagreementsNavigating DisagreementsWhat happens when business partners disagree? Dennis and Katie share the disagreements they navigate as business owners and how they manage a safe space for conflict for their team. They also reveal how they coach clients through disagreements around finances by building their awareness and confidence. Stay tuned to the very end for a fun outtake after the credits!

Connect with Katie & Dennis:


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

]]>What happens when business partners disagree? Dennis and Katie share the disagreements they navigate as business owners and how they manage a safe space for conflict for their team. They also reveal how they coach clients through disagreements around finances by building their awareness and confidence. Stay tuned to the very end for a fun outtake after the credits!

Connect with Katie & Dennis:


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

]]>d300eaa9-9c72-49b6-8aab-aaa326159524Wed, 06 Sep 2023 09:00:00 -050020:40falsefull1991Having EnoughHaving EnoughDennis and Katie are back to discuss the concept of "enough" in finances and in life. They offer some personal stories and client stories to help think about what "enough" means, the struggles you may face, and why comparison can be the enemy. Dennis and Katie emphasize that "enough" is not necessarily having the most, but rather discovering what is sufficient for your family and the life you want to live.

Connect with Katie & Dennis:


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

]]>Dennis and Katie are back to discuss the concept of "enough" in finances and in life. They offer some personal stories and client stories to help think about what "enough" means, the struggles you may face, and why comparison can be the enemy. Dennis and Katie emphasize that "enough" is not necessarily having the most, but rather discovering what is sufficient for your family and the life you want to live.

Connect with Katie & Dennis:


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

]]>f2d7b7d3-1b29-4452-9026-bcd2e10fd009Wed, 30 Aug 2023 09:00:00 -050021:00falsefull1881Becoming DispensableBecoming DispensableOn the heels of Dennis’ 5-week family sabbatical, Katie and Dennis reveal the intentional planning that went into allowing a business owner to disconnect and step away. In a world that is numbers-driven, Katie and Dennis challenged themselves early on to define what quality of life meant to them and subsequently built that directly into their business plan. However, stepping away didn’t come naturally. Discover how they approached this significant event and the invaluable preparation that led to success and even growth in the absence of a team leader. Stay tuned until the end for some amusing anecdotes involving a family of six navigating their way through Europe.

Connect with Katie & Dennis:


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

]]>On the heels of Dennis’ 5-week family sabbatical, Katie and Dennis reveal the intentional planning that went into allowing a business owner to disconnect and step away. In a world that is numbers-driven, Katie and Dennis challenged themselves early on to define what quality of life meant to them and subsequently built that directly into their business plan. However, stepping away didn’t come naturally. Discover how they approached this significant event and the invaluable preparation that led to success and even growth in the absence of a team leader. Stay tuned until the end for some amusing anecdotes involving a family of six navigating their way through Europe.

Connect with Katie & Dennis:


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

]]>2471e53e-d6a8-4795-9308-5649f3dfeafbWed, 09 Aug 2023 09:00:00 -050027:07falsefull1771Estate Planning CollaborationEstate Planning CollaborationAs financial advisors, Dennis and Katie value their roles as collaborators with clients and as members of a client's professional team. They specifically examine estate planning and their perspective on representing the “human side” of what can seem like a technical, jargon-filled process. Additionally, Dennis and Katie cover some estate planning basics, common misconceptions, and the best approach to building a well-funded life that can be passed on to the next generation.

Connect with Katie & Dennis:


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

]]>As financial advisors, Dennis and Katie value their roles as collaborators with clients and as members of a client's professional team. They specifically examine estate planning and their perspective on representing the “human side” of what can seem like a technical, jargon-filled process. Additionally, Dennis and Katie cover some estate planning basics, common misconceptions, and the best approach to building a well-funded life that can be passed on to the next generation.

Connect with Katie & Dennis:


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

]]>34ea8064-2e2d-4540-9fec-13b12b16c2c5Wed, 02 Aug 2023 09:00:00 -050024:28falsefull1661Defining Your Investment PhilosophyDefining Your Investment PhilosophyHow do you think about money and investing in your family? Katie and Dennis discuss the purpose of an investment philosophy and why it is valuable for couples and families. They share how an investment philosophy adds discipline, consistency, and focus to ensure both spouses understand their money picture. Katie and Dennis share how their own past experiences shaped their individual personal investment philosophies to help inspire listeners to do the same. And who doesn't love an Indiana Jones reference?

Connect with Katie & Dennis:


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

]]>How do you think about money and investing in your family? Katie and Dennis discuss the purpose of an investment philosophy and why it is valuable for couples and families. They share how an investment philosophy adds discipline, consistency, and focus to ensure both spouses understand their money picture. Katie and Dennis share how their own past experiences shaped their individual personal investment philosophies to help inspire listeners to do the same. And who doesn't love an Indiana Jones reference?

Connect with Katie & Dennis:


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

]]>4e0c7fb8-56c6-4cbd-8779-9df13f67a125Wed, 26 Jul 2023 09:00:00 -050015:09falsefull1551Embracing Simplicity in a Complex WorldEmbracing Simplicity in a Complex WorldComplexity in your financial life can feel like a bad habit. You can tolerate it for a while, but ultimately it causes challenges, confusion, and disappointment. In the financial industry, complexity shows up in various ways. At times, it is used as a justification rather than a true purpose. Dennis and Katie share how they help clients find simplicity in their already complex financial lives. They cover how to tell if you have more complexity than you need and the mindset needed to embrace more simplicity.

Connect with Katie & Dennis:


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

]]>Complexity in your financial life can feel like a bad habit. You can tolerate it for a while, but ultimately it causes challenges, confusion, and disappointment. In the financial industry, complexity shows up in various ways. At times, it is used as a justification rather than a true purpose. Dennis and Katie share how they help clients find simplicity in their already complex financial lives. They cover how to tell if you have more complexity than you need and the mindset needed to embrace more simplicity.

Connect with Katie & Dennis:


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

]]>6eb8401e-2d91-4ce6-8f7c-5e03cc451563Wed, 19 Jul 2023 09:00:00 -050020:09falsefull1441Serving Our Ideal ClientServing Our Ideal ClientNot all financial advisory firms are created equal. The 401(k) has significantly increased the current number of pre-retirees who have amassed over $1M in investable assets. However, not every firm is designed to serve high-net-worth families. Katie and Dennis offer insight into how they intentionally built their firm to serve their ideal client. From hiring credentialed advisors down to the design of the physical office space, discover how Katie and Dennis accommodate their clients’ unique and changing needs to shape an advice model that will help them live their best life.

  • Listen to Animal Spirits Podcast – https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007

Connect with Katie & Dennis:


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

]]>Not all financial advisory firms are created equal. The 401(k) has significantly increased the current number of pre-retirees who have amassed over $1M in investable assets. However, not every firm is designed to serve high-net-worth families. Katie and Dennis offer insight into how they intentionally built their firm to serve their ideal client. From hiring credentialed advisors down to the design of the physical office space, discover how Katie and Dennis accommodate their clients’ unique and changing needs to shape an advice model that will help them live their best life.

  • Listen to Animal Spirits Podcast – https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007

Connect with Katie & Dennis:


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

]]>e0406aa3-7a5a-43fe-afe7-b059e0a128ddWed, 12 Jul 2023 09:00:00 -050027:38falsefull1331Questions To Ask A Financial AdvisorQuestions To Ask A Financial AdvisorAfter attending an industry conference, Dennis and Katie felt challenged to revisit the standard questions prospective clients ask when evaluating a financial advisor. In this episode, they discuss how to deepen those initial conversations to create a meaningful human connection. They also highlight some red flags to look for when speaking with an advisor who may not be the best fit for your family.

Connect with Katie & Dennis:


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

]]>After attending an industry conference, Dennis and Katie felt challenged to revisit the standard questions prospective clients ask when evaluating a financial advisor. In this episode, they discuss how to deepen those initial conversations to create a meaningful human connection. They also highlight some red flags to look for when speaking with an advisor who may not be the best fit for your family.

Connect with Katie & Dennis:


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

]]>d0744d2a-9b7a-401e-a023-01c6b943a10bWed, 05 Jul 2023 09:00:00 -050023:47falsefull1221Building a Successful PartnershipBuilding a Successful PartnershipWhy do opposites attract? Join Dennis and Katie as they introduce their (professional) partnership and the stumbling blocks they overcame as two former colleagues turned business owners. They share tools and resources that help them embrace their differences, align their instincts, create a shared vision, and prioritize what makes the journey worthwhile. Listen in for compelling insights into how their partnership informs the work they do as financial advisors to couples and families.


Connect with us:


]]>Why do opposites attract? Join Dennis and Katie as they introduce their (professional) partnership and the stumbling blocks they overcame as two former colleagues turned business owners. They share tools and resources that help them embrace their differences, align their instincts, create a shared vision, and prioritize what makes the journey worthwhile. Listen in for compelling insights into how their partnership informs the work they do as financial advisors to couples and families.


Connect with us:


]]>ba364107-84a0-40c4-8bb6-7ce0cb7dd087Wed, 28 Jun 2023 09:00:00 -050030:40falsefull1111Introducing – Simply Why: A Podcast About Money & PurposeIntroducing - Simply Why: A Podcast About Money & PurposeAs financial advisors and business owners, hosts Dennis Morton and Katie Brown are focused on providing purpose-driven financial advice to couples and families. On this podcast, they take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. Dennis Morton and Katie Brown introduce their new podcast where they help others discover the "why" behind financial choices and help them live a life that is rich in more ways than one.

Morton Brown Family Wealth is an SEC-registered investment advisor. More information and important disclosures can be found here: https://www.mortonbrownfw.com/important-disclosures/

]]>As financial advisors and business owners, hosts Dennis Morton and Katie Brown are focused on providing purpose-driven financial advice to couples and families. On this podcast, they take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. Dennis Morton and Katie Brown introduce their new podcast where they help others discover the "why" behind financial choices and help them live a life that is rich in more ways than one.

Morton Brown Family Wealth is an SEC-registered investment advisor. More information and important disclosures can be found here: https://www.mortonbrownfw.com/important-disclosures/

]]>0c8b6dbf-c7ee-4b09-bae3-a0db7bf610c9Wed, 21 Jun 2023 09:00:00 -050001:08falsetrailer11