In today’s increasingly digital world, cybersecurity is more important than ever and often comes down to simple habits. In this conversation, Adam Moseley and Patrick Hennessey of Charles Schwab share practical, real-world strategies to help individuals protect themselves from evolving cyber threats.

Key takeaways:

• Best practices when it comes to email, passwords, Wi-Fi, VPNs, and more
• The rise of AI-powered scams and social engineering tactics
• The importance of regularly updating devices and software
• The growing sophistication of global cybercrime operations

Retirement isn’t just a financial transition. It’s a psychological one. In this episode, host Chris and Wealth Advisor Priscilla Brehm explore what it means to shift from earning a paycheck to living off your wealth, and why this transition can feel more challenging than expected. They break down the four phases of financial life (survival, accumulation, preservation, and distribution) and focus on the often-overlooked shift into retirement.

Tune in if you’re interested in…

• The four seasons of financial life and why the transition to retirement can be so difficult
• How to replace your paycheck and create confidence in retirement income
• Why mindset matters just as much as math when leaving the workforce
• The concept of ikigai and how to find purpose in retirement
• How to avoid common pitfalls like over-monitoring your portfolio or underspending
• How thoughtful planning can help you enjoy your wealth

Is paying off your mortgage always the smartest financial move? Not necessarily. In this conversation, host Chris invites Wealth Advisor Ian Rennick to challenge one of the most common assumptions in financial planning: that being debt-free is always the goal. They explore the trade-offs between aggressively paying down a mortgage and maintaining liquidity, highlighting how excessive home equity can leave retirees “house rich but cash poor.” The key takeaway: financial freedom is about having options.

Tune in if you’re interested in…

• Whether paying off your mortgage should be a priority before retirement
• What it means to be “house rich but cash poor”
• The tradeoffs between home equity and accessible liquidity
• How debt can sometimes be a strategic tool, not just a liability
• Why having multiple “buckets” of money creates more flexibility
• Real examples of how financial decisions can impact long-term goals

Paying taxes now to save later may sound counterintuitive, but for many investors, it can be a powerful strategy. In this conversation, Kevin and Chris break down Roth conversions: what they are, when they make sense, and how they can create more control over your financial future. By converting pre-tax retirement dollars into a Roth IRA, investors can pay taxes today in exchange for tax-free growth and withdrawals later.

Tune in if you’re interested in…

• What a Roth conversion is and why it can create long-term tax flexibility
• How required minimum distributions (RMDs) can increase future tax burdens
• Why timing, tax brackets, and life events (like retirement or losing a spouse) matter
• How recent tax law changes impact Roth conversion strategies
• The importance of having “buckets of money” for flexibility in retirement
• When Roth conversions may benefit your heirs under new inheritance rules

From geopolitical tensions to surging energy prices, investors are navigating a wave of uncertainty and volatility. Join Chief Investment Officer Meghan Pinchuk and Managing Director of Investments Sasan Faiz as they break down how recent global events are influencing markets and what they could mean for the economy and portfolios.

Tune in if you’re interested in…

• How geopolitical tensions are influencing global energy markets
• Why rising oil prices could trigger stagflation risks
• The potential ripple effects on inflation, interest rates, and consumer spending
• Why stocks and bonds can struggle during inflationary periods
• How true diversification, including alternatives and gold, can help navigate uncertainty

Does a financial advisor’s experience matter more than their perspective? Or is the real strength found in combining both?

In this thoughtful conversation, host Chris Galeski and Executive Vice President Eric Selter explore the value different generations of advisors bring to client relationships and why age alone doesn’t define wisdom. While life experience offers perspective that can only be earned over time, younger advisors contribute deep technical knowledge, fresh thinking, and tech fluency. Together, they share that Morton’s true strength lies in its team-based approach.

Tune in if you’re interested in…

• Why a multi-generational advisory team can strengthen client outcomes
• The importance of mentorship and collaboration behind the scenes
• Whether AI can truly replace human financial advice

Gold is having a moment, but the story runs deeper than price alone. In this timely conversation, Morton Wealth welcomes Axel Merk, President & CIO of Merk Investments and manager of the OUNZ gold fund, to unpack what’s really driving gold’s powerful rally. Axel explains why gold itself remains constant, even as perceptions shift, and how central bank diversification, geopolitical tensions, currency weaponization, and rising fiscal pressures are reshaping global demand.

Tune in if you’re interested in…

• What’s truly driving gold’s 50%+ surge this year
• How central banks and geopolitics are influencing demand
• Why volatility spikes don’t necessarily change the long-term thesis
• The opportunities and risks within gold mining stocks
• The difference between allocated and unallocated gold ownership
• Why we treat gold as a strategic hedge, not a tactical bet

In private real estate, patience isn’t passive. It’s a competitive advantage. In this conversation, Wealth Advisor Bruce Tyson sits down with Peter Knell, Managing Director of KCB Properties, one of our longest-standing real estate partners. As a family office that invests alongside clients, KCB has the flexibility to move into undervalued sectors and step back when markets become overheated. Peter shares how they navigated major real estate cycles, why they leaned into healthcare assets post-COVID, how they’ve preserved capital through a 20%+ market drawdown, and why today’s environment may offer one of the most attractive buying windows in years.

Tune in if you’re interested in…

• Why alignment and “skin in the game” matter in private real estate
• How KCB preserved capital during recent real estate downturns
• Why healthcare real estate looks attractive in today’s market
• What the “funding gap” is and why it can create better pricing
• How climate risk and insurance strategy factor into property selection