Mike Morton, CFP®, RLP®, ChFC®

Five Minute Finance

Education EN ↓ 205 episodes

Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information 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...

Author

Mike Morton, CFP®, RLP®, ChFC®

Episodes

Ep 5: What is a Donor Advised Fund and why have one? 09.03.2021 23:14

What is a Donor Advised Fund? How does it work and why would you want to open one? What exactly are the tax savings? And be sure to listen to the end where I review some real-world strategies used by clients. We cover topics such as: A Donor Advised Fund is simply an account that you own. How to open a Donor Advised Fund How to transfer money into a DAF Why most Americans do not get a tax deductio...

Ep 4: Individual Retirement Accounts: Traditional vs. Roth 23.02.2021 22:15

In today’s episode, I’m interviewed by Matt Robison in his on-air radio show Your Money - where we discuss Traditional IRA vs Roth IRA.  Where should you invest your money?  Which one makes more sense?  And be sure to listen to the end where we talk about Roth Conversions and Back-Door strategies.  We cover topics such as: What is an IRA? What is the difference between a Tradit...

Ep 3: Health Savings Account (HSA) - What is it and how to use it? 12.02.2021 21:21

In today’s episode I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about Health Savings Accounts or HSA.  What is this type of account?  And how does it work?.  And be sure to listen to the end where we talk about how investing in your HSA can save you thousands of dollars.  We cover: What is a Health Savings Account (HSA) How do you qualify...

Ep 2: Portfolio Allocation - How to think about your investments 09.02.2021 22:04

In today’s episode I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about Investing and Portfolio Allocation.  What is a stock or bond?  How should you think about diversifying your portfolio?  And be sure to listen to the end where we discuss how to think about your portfolio and investing future.

Ep 1: Stimulus Package - What it means for You 05.02.2021 23:42

In today’s episode, I’m interviewed by Matt Robison in his on-air radio show Your Money - where we talk about the latest Stimulus package.  Have you received your checks?  Does the unemployment benefit continue or increase? What are the changes when it comes to taxes and deductions? And be sure to listen to the end where we discuss what wasn't included this time.