THE FINANCIAL COMMUTE Podcast Por Chris Galeski arte de portada

THE FINANCIAL COMMUTE

THE FINANCIAL COMMUTE

De: Chris Galeski
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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.

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Episodios
  • From Earning to Living: The Retirement Mindset Shift
    Apr 1 2026

    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
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    18 m
  • Is Paying Off Your Mortgage THAT Important?
    Mar 24 2026

    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


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    12 m
  • Is Your Retirement Account a Future Tax Bomb?
    Mar 18 2026

    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
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    14 m
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