Simply Why

Simply Why

Por: Morton Brown Family Wealth
Discover 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.
37 episodios disponibles

Latest episodes of the podcast Simply Why

Decoding Statements 09/09/2025
Decoupling Finances 25/06/2025
Finding Flow 04/03/2025
Advising Leaders 14/08/2024
Surviving the Jungle 19/07/2024
The Pitch 03/07/2024
Fostering Transparency 25/06/2024
Finding Happiness 14/06/2024
Investing Habits 20/03/2024
Deferred Planning 12/03/2024
Overcoming Ego 24/02/2024
Three Words 20/02/2024
Lessons Learned 31/01/2024
Looking Forward 10/01/2024
Vision Casting 20/12/2023
Crafting Cohesion 13/12/2023
Seeking Certainty 06/12/2023
Living Abundantly 29/11/2023
All About Control 15/11/2023
Delayed Gratification 01/11/2023
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