Financial Commute

Hosted by Chris Galeski and Meghan Pinchuk, 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 and Meghan welcome 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.

Financial Commute is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Financial Commute, a business show with 0 episodes published.

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  Financial Commute

  What Alternative Investments Are (And Why They're Simpler Than You Think)

  Sep 23, 202621 min

  Seven years ago, roughly $7 trillion was invested in alternative assets globally. Today that number is $18 trillion. By 2030, Fidelity projects it will exceed $30 trillion. The average institutional investor already allocates 25 percent of their capital to alternatives. The average retail investor allocates about 5 percent. That gap is not an accident. In this episode of Financial Commute, Chris Galeski sits down with Jeff Sarti to break down what alternative investments actually are, why the industry's standard answer does not go far enough, and what the next 40 years of investing may look like for people who are still relying solely on stocks and bonds to get them there. *Questions This Episode Answers* - What are alternative investments? - Why are alternative investments growing so fast? - Do alternative investments actually reduce risk? - Why are alternatives considered complex or risky? - What is wrong with just owning stocks and bonds? - What is a healthcare royalty investment?

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  Financial Commute

  Beyond the Midterms: What Investors Should Be Watching

  Sep 17, 202618 min

  Every election cycle, clients ask the same question: should I be doing something different with my portfolio right now? The short answer, according to the data, is probably not. But the longer answer is more interesting. In this episode of Financial Commute, Chief Investment Officer Meghan Pinchuk and Chris Galeski walk through what historical market data actually shows about midterm election years, why the bigger risk to the current market has less to do with which party wins and more to do with what both parties agree on, and how to think about sizing your stock exposure when markets are expensive, uncertainty is high, and the outcome of any given election is genuinely unknowable. Questions This Episode Answers - Do midterm elections affect the stock market? - What would slow down AI spending and why does that matter for the stock market? - Why is inflation described as a hidden tax? - How should I invest before an election? - What does the current price-to-earnings ratio tell us about future stock returns?

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  Financial Commute

  How to Take Money Out of Retirement Accounts Without a Big Tax Hit

  Sep 9, 202614 min

  You saved into your 401 (k) for decades, reduced your taxes every year you could, and watched the balance grow. But the IRS doesn’t retire when you do. Every dollar you pull from that account in retirement is ordinary income, and if it is your only account, you could end up in the same tax bracket you were in when you were working, or higher. In this episode of Financial Commute, Wealth Advisors Ian Rennick and Mike Rudow break down the four types of retirement accounts, why the conventional withdrawal order most people follow might be a short-sighted strategy, and what it looks like to build a customized and flexible tax-smart retirement plan before you need it. *Questions This Episode Answers* How do I withdraw from retirement accounts without a big tax hit? What is the right order to withdraw from retirement accounts? What is a Roth conversion and when does it make sense? What is the early retirement tax window? Should I put all my retirement savings into my 401k? How does having only a 401k affect taxes in retirement?

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  Financial Commute

  Build for Resilience, Not Prediction: The Healthy Skeptic Investment Approach

  Sep 2, 202624 min

  Stocks are at all-time highs. Consumer sentiment just hit its lowest point since the Vietnam War. AI is going to transform everything. AI is going to eliminate your job. Gold is the only safe asset. Sell your gold immediately. If any of this sounds familiar, you have been inside the noise. In this episode of Financial Commute, Chris Galeski sits down with CEO Jeff Sarti to walk through the twelfth edition of the Healthy Skeptic investment letter, "When Headlines Get Loud, Principles Matter More," and the core principles behind the way Morton Wealth builds portfolios when headlines are pulling investors in every direction at once. The principles are not new. The environment that makes them necessary has rarely felt more acute. Questions This Episode Answers What is the Healthy Skeptic investment philosophy? Why is consumer sentiment so low when stocks are at all-time highs? Is AI a boom or a bust for investors? What is wrong with traditional stock and bond diversification? How does Morton Wealth build portfolios differently? Why does Morton Wealth's size matter for investors?

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  Financial Commute

  The Investor Symposium Is Back: Here’s Why You Should Be There

  Aug 27, 202614 min

  On October 29th, we are hosting our fifth annual Investor Symposium, and this year’s theme is “Designed for Life.” It is a phrase that captures what financial planning is actually for: not hitting a number for its own sake, but using your resources to build the experiences, relationships, and life you want. In this episode, Chris and Beau (who will be returning as our MC!) highlight three sessions that are going to be featured at the event, explain why the questions being covered matter more than most people realize, and make the case for why this year is a particularly important moment to get the answers right. Questions This Episode Answers What is Morton Wealth's Investor Symposium? What sessions will be covered at this year's symposium? Why should I attend the Investor Symposium this year specifically? What does "Designed for Life" mean as a financial planning philosophy? What makes this event different from a standard financial education seminar?

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