Financial Planning for Entrepreneurs and Tech Professionals

By Mike Morton, ChFC®

Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planning, and more. If it's related to financial planning and financial success, you can be sure we'll cover it. I love to discuss listener questions, so please connect and follow me at https://www.linkedin.com/in/mwsmorton

  1. 1.
    Should you Invest in this Hot investment?
    14:34
  2. 2.
    How to use your HSA as a Retirement Account
    24:53
  3. 3.
    What do your Investments Cost?
    23:50
  4. 4.
    The Lesson I Learned in March 2020
    23:45
  5. 5.
    Has Risk Changed?
    19:17
  6. 6.
    How you should think about Risk
    21:52
  7. 7.
    How Billionaires Avoid Taxes
    24:21
  8. 8.
    Why Hire a CFP?
    23:56
  1. 9.
    BONUS: Stock Market Bubbles
    21:06
  2. 10.
    Are we in a Stock Bubble?
    21:53
  3. 11.
    BONUS: Index Funds, Robos and Markets
    21:20
  4. 12.
    Why I No Longer Recommend Using Robo-Advisors
    22:03
  5. 13.
    How to Maximize Employer Benefits such as After-Tax 401k and ESPP
    27:25
  6. 14.
    Are you Investing or Speculating?
    21:52
  7. 15.
    How to Invest Your Emergency Fund
    17:40
  8. 16.
    Investing: Active Vs. Passive
    21:03
  9. 17.
    Why a 60/40 Portfolio is Not for You
    21:16
  10. 18.
    Independence Day: Are you Financially Free?
    20:51
  11. 19.
    Should you invest in Bitcoin?
    23:43
  12. 20.
    How to Prepare for Inflation
    21:58
  13. 21.
    Financial Planning Done Right
    28:43
  14. 22.
    How to create a paycheck in Retirement
    22:00
  15. 23.
    Ep15 - Roth IRA for Minors
    43:00
  16. 24.
    Ep 14: How to turn $3,000 into $50,000,000!
    27:31
  17. 25.
    Ep 13: Should you invest in individual stocks?
    20:48
  18. 26.
    Ep 12: How to invest extra cash into the Stock Market
    25:04
  19. 27.
    Ep 11: How to think about Insurance to protect you and your family
    21:25
  20. 28.
    Ep 10: After-Tax 401(k) Contributions
    26:29
  21. 29.
    Ep 9: How to use your HSA as a Retirement Account
    15:22
  22. 30.
    Ep 8: How to use a Backdoor Roth
    21:39
  23. 31.
    Ep 7: Which account should I save money next?
    22:02
  24. 32.
    Ep 6: My company just went through an IPO. Now what!?
    18:14
  25. 33.
    Ep 5: What is a Donor Advised Fund and why have one?
    23:14
  26. 34.
    Ep 4: Individual Retirement Accounts: Traditional vs. Roth
    22:15
  27. 35.
    Ep 3: Health Savings Account (HSA) - What is it and how to use it?
    21:20
  28. 36.
    Ep 2: Portfolio Allocation - How to think about your investments
    22:03
  29. 37.
    Ep 1: Stimulus Package - What it means for You
    23:41

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