Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 2 chart positions in 2 markets.
By chart position
- 🇲🇾MY · Business News#793K to 10K
- 🇳🇿NZ · Business News#993K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
1.8K to 6K🎙 Daily cadence·182 episodes·Last published 2d ago - Monthly Reach
Unique listeners across all episodes (30 days)
6K to 20K🇲🇾50%🇳🇿50% - Active Followers
Loyal subscribers who consistently listen
2.4K to 8K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
What Nobody Tells You Before You Sell Your Business
May 13, 2026
25m 31s
The Real Cost of Gifting Money to Your Children
May 8, 2026
29m 08s
Q1 2026 Market Update
Apr 29, 2026
21m 01s
Are You Setting Up Your Teens for Financial Responsibility?
Apr 22, 2026
19m 38s
Tax-Smart Strategies for Charitable Giving
Apr 15, 2026
12m 57s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/13/26 |  What Nobody Tells You Before You Sell Your Business | Most business owners spend years, sometimes decades, building something remarkable. But when it comes time to exit, the majority aren't prepared for what happens next. According to research from the Exit Planning Institute, 75% of business owners regret selling their business within the first year. In this episode of Financial Commute, Wealth Advisor Joe Seetoo sits down with host Chris to walk through the exit planning framework Morton Wealth uses with business-owner clients, from prot... | 25m 31s | ||||||
| 5/8/26 | The Real Cost of Gifting Money to Your Children | Giving money to your children is one of the most generous things a parent can do. It’s also one of the most consequential. And the consequences aren’t always the ones you planned for. In this episode of Couchside Conversations, Stacey McKinnon and Chris Galeski walk through what actually happens when families transfer wealth without a plan, the five mistakes they see most often, and what it looks like when families get it right. Tune in if you're thinking about... Whether you can afford to gi... | 29m 08s | ||||||
| 4/29/26 | Q1 2026 Market Update | Markets don’t move in straight lines, and the first quarter of 2026 was a perfect reminder of that. Between geopolitical conflict, rising oil prices, and renewed inflation concerns, investors faced a volatile environment that left markets unsettled. In this episode, Chief Executive Officer Jeff Sarti and Chief Investment Officer Meghan Pinchuk break down Q1, exploring consumer sentiment, why traditional diversification didn’t behave as expected, and how different asset classes responded durin... | 21m 01s | ||||||
| 4/22/26 | Are You Setting Up Your Teens for Financial Responsibility? | About 54% of teenagers are worried about financing their futures. How can parents help their adolescents gain financial confidence and responsibility, especially in a world where money is invisible and gratification is immediate? Join host Chris and Wealth Advisor Patrice Bening, a mom of two young adults, as they discuss various conversations and principles to implement with your kids as they grow an understanding of money and how to use it. If you’re interested in learning about… The impor... | 19m 38s | ||||||
| 4/15/26 | Tax-Smart Strategies for Charitable Giving | What if you could give more to charity and pay less in taxes? In this episode, host Chris invites Wealth Advisor Austin Overholt to explore how strategies like donor-advised funds and qualified charitable distributions can help you give more intentionally while potentially reducing taxes. From donating appreciated stock to planning around high-income years, they highlight how thoughtful giving can align with retirement, estate planning, and long-term legacy goals. Tune in if you're inte... | 12m 57s | ||||||
| 4/8/26 | Cyber Threats You Should Know About | 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 moreThe rise of AI-powered scams and social engineering tacticsThe importance of regularly updating devices and s... | 1h 21m 26s | ||||||
| 4/1/26 | From Earning to Living: The Retirement Mindset Shift | 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 o... | 18m 16s | ||||||
| 3/24/26 | Is Paying Off Your Mortgage THAT Important? | 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... | 12m 16s | ||||||
| 3/18/26 | Is Your Retirement Account a Future Tax Bomb? | 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 wh... | 13m 52s | ||||||
| 3/10/26 | Morton's Take on Market Headlines | 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 marketsWhy rising oil prices could trigger stagflation risksThe potential ... | 14m 46s | ||||||
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| 3/4/26 | Why Generational Diversity Matters in Financial Advice | 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 flu... | 19m 46s | ||||||
| 2/24/26 | Weaving Resiliency with Gold in a Volatile World with VanEck | 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 y... | 18m 50s | ||||||
| 2/17/26 | Finding Opportunities in Real Estate with KCB | 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... | 27m 02s | ||||||
| 2/10/26 | Asset-Based Lending: Collateral and Downside Protection w/ WhiteHawk | In this episode, Wealth Advisor Mike Rudow sits down with John Ahn, Founder and CEO of WhiteHawk Capital, to explore how asset-based lending offers a uniquely resilient approach to private credit. John explains why WhiteHawk underwrites every loan to the worst-case scenario and how focusing on real, liquid collateral has allowed them to never lose money on a loan, even when borrowers fail. This conversation provides insight into how downside protection drives durable income. Tune in if you’re... | 23m 34s | ||||||
| 2/3/26 | From Farm to Portfolio: How Food Lending Delivers Cash Flow w/ Proterra | People may cut back in a recession, but they don’t stop buying food. If you’re looking for resilient income in a world of uncertainty, “essential lending” may be a compelling place to start. In this session, Morton Wealth Senior Partner Eric Selter sits down with Rich Gammill of Proterra to explore how private credit works, why it can offer a return premium over public credit, and how lending to businesses across the food and beverage value chain creates durability through economic cycles. Ri... | 26m 57s | ||||||
| 1/29/26 | Q4 2025 Market Update | Markets delivered strong headline returns in 2025, but underneath the surface, risks quietly continued to build. In this special episode of THE FINANCIAL COMMUTE, CEO Jeff Sarti and Chief Investment Officer Meghan Pinchuk break down market performance in the last quarter of 2025 while looking ahead to what this year may bring. From AI-fueled stock gains and international outperformance to the role of private credit, real estate, and gold, this conversation cuts through the noise to focus on d... | 34m 34s | ||||||
| 1/20/26 | How to Evaluate Real Estate Funds | The most important details in a real estate investment are rarely the ones on the first page of the marketing deck. In this candid and often humorous conversation, Chief Investment Officer Meghan Pinchuk and Director of Growth & Advice Chris Galeski explore how real estate funds should really be evaluated. From aggressive assumptions and fee structures to alignment of interests and downside stress testing, they explain why great-looking numbers don’t always translate into great investment... | 20m 34s | ||||||
| 1/13/26 | Building Durable Income Through Diversified Credit with Keystone | What if generating income wasn’t about chasing yield, but about getting your money back first? At our 2025 Investor Symposium, Michael Grosslight sat down with Brad Allen, Managing Partner of Keystone National Group, to unpack what it really means to build durable income through asset-backed lending. Brad explains how Keystone focuses on tangible collateral—like equipment, real estate, and financial assets—to generate consistent income while prioritizing downside protection in uncertain marke... | 27m 34s | ||||||
| 1/6/26 | Generating Income Through Real Estate Lending | Generating reliable income in today’s market requires more than chasing yield. It requires structure, discipline, and downside protection. In this session, Wealth Advisor Ian Rennick sits down with Co-Founder of Stormfield Capital, Wes Carpenter, to explain how private real estate lending works, why being “the bank” can offer consistent cash flow, and how first-lien, low loan-to-value loans help protect investor capital. Tune in if you're interested in… How private real estate lending g... | 20m 39s | ||||||
| 12/16/25 | Targeting Opportunities in Essential Housing Investments | Real estate has quietly endured one of its most challenging periods in decades, and Clay Grubb, CEO of Grubb Properties, isn’t sugarcoating it. In this candid conversation, Clay and Megan unpack how rising interest rates, soaring construction costs, and frozen capital markets have reshaped real estate investing even as housing demand continues to grow. Clay explains why Grubb Properties’ long-term focus on essential housing and young professionals helped them weather the storm, why transparen... | 22m 30s | ||||||
| 12/9/25 | Transferring Wealth Wisely | Transferring wealth is never just about dollars. It’s about values, expectations, relationships, and the messy emotions that often come with. In this insightful conversation from our 2025 Investor Symposium, Estate Planning Attorney Brian Standing and Wealth Advisor Patrice Bening unpack the realities of gifting and inheritance. They explore how thoughtful structures can turn money into meaning and ensure that your wealth is optimized and transferred with intention. Tune in if you're in... | 25m 51s | ||||||
| 12/2/25 | Finding Purpose in Your Golden Years | Among older adults, retirees are more likely to experience depression than those who are working due to feelings of loneliness and loss of identity. But, it shouldn’t be this way. This chapter of freedom we work so hard for is called the “golden years” for a reason, and while the end of a career may feel like the finale, it’s actually the doorway to a plethora of opportunities, relationships, and experiences. Join Wealth Advisors Priscilla Brehm and Joe Seetoo, along with Liz Dietz, founder o... | 28m 28s | ||||||
| 11/25/25 | Investing in Whiskey, Marinas & More with Cordillera | Some of the most compelling investments today aren’t in Silicon Valley. They may be aging quietly in bourbon barrels, running across a soccer field, or docked at marinas. In this fascinating session from our 2025 Investor Symposium, Managing Director of Investments Sasan Faiz and Ashley Marks, Co-Founder and Co-Managing Partner of Cordillera Investment Partners, pull back the curtain on some of the most unique, off-the-beaten-path investments in the alternative space. Tune in if y... | 23m 34s | ||||||
| 11/18/25 | The Realities of Selling Real Estate | Owning investment real estate can feel like a badge of honor until the rising costs, headaches from maintenance, and shrinking returns start to tell a different story. At our 2025 Investor Symposium, COO & CMO Stacey McKinnon and Wealth Advisor Kevin Rex unpacked the tradeoffs of holding vs. selling real estate. They explored dead equity, increasing costs, tax considerations, and how real estate fits into your financial picture, while offering more flexible ways to access real estat... | 22m 34s | ||||||
| 11/13/25 | Why It Is Vital to Be a Healthy Skeptic | The American Dream has long been a cornerstone of optimism and progress. But for many today, that dream feels uncertain, shaped by affordability challenges, growing debt, and a financial culture defined by short-term thinking. At our 4th Annual Investor Symposium, CEO Jeff Sarti posed a timely question: What’s next for the American Dream and what does it mean for investors? Alongside Chief Investment Officer Meghan Pinchuk and Director of Financial Planning Beau Wirick, Jeff explo... | 49m 58s | ||||||
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Chart Positions
2 placements across 2 markets.
Chart Positions
2 placements across 2 markets.