Five Minute Finance
By Mike Morton, CFP®, RLP®, ChFC®
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Image by Mike Morton, CFP®, RLP®, ChFC®
Category: Self-Improvement
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Episodes: 203
Description
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 sure we'll cover it.
I love to discuss listener questions, so please connect and follow me at https://www.linkedin.com/in/mwsmorton
| Episode | Date |
|---|---|
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You Don’t Need A Side Hustle → You Need a Better Strategy
|
Jun 08, 2026 |
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AI Was Supposed to Save Time. Why Doesn’t It Feel Like It?
|
Jun 01, 2026 |
|
AI Assistant ≠ AI Advisor - Use AI for What it is Good at and Leave the Rest to Humans
|
May 25, 2026 |
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The Real Lesson After 200 Conversations About Money
|
May 11, 2026 |
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Tax Planning vs. Tax Preparation - They Are NOT the Same Thing
|
Apr 27, 2026 |
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Why High Earners Still Feel Broke (And How to Fix It Without Cutting Everything)
|
Apr 13, 2026 |
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Equity Compensation, Stock Options and RSUs: How to Make Smarter Decisions With Company Stock
|
Mar 30, 2026 |
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Private Markets: Should You Go Beyond the Stock Market?
|
Mar 16, 2026 |
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Navigating Tax Season: Top 10 Smart Saving Tips for 2026
|
Mar 02, 2026 |
|
Are Index Funds Still Safe? S&P 500 Concentration Risk Explained
|
Feb 16, 2026 |
|
How to Track Your Net Worth (and Why It Matters)
|
Jan 26, 2026 |
|
Five Simple Moves to Set Up Your Best Financial Year
|
Jan 12, 2026 |
|
The Juggling Act: A Financial Guide for High-Achieving Parents
|
Dec 29, 2025 |
|
Boost Family Values: Smart Charity Strategies using a Donor Advised Fund
|
Dec 15, 2025 |
|
Parenting and Portfolios: Are Your Folks Making Costly Mistakes?
|
Dec 01, 2025 |
|
Worried about the Stock Market? Don't Forget about Your College Savings!
|
Nov 17, 2025 |
|
Can Money Buy Happiness? Yes—But Not the Way You Think
|
Nov 03, 2025 |
|
From Windfall to Wealth: Building a Lasting Financial Future
|
Oct 20, 2025 |
|
Learn the Secrets of Inherited IRAs: What are Smart Strategies?
|
Oct 06, 2025 |
|
More Money in Your Pocket: The Impact of the One Big Bill
|
Sep 22, 2025 |
|
Navigating Cash Crunches: Should You Press Pause on Retirement Savings?
|
Sep 08, 2025 |
|
Maximize Your Employee Stock Purchase Plan (ESPP): Should I Hold or Sell?
|
Aug 25, 2025 |
|
Why Successful People Automate Their Money: 5 Life-Changing Steps
|
Aug 11, 2025 |
|
Feeling Burnt Out at Your Job? How to Design and Take a Gap Year
|
Jul 28, 2025 |
|
What Every Parent Needs to Teach about Money Before Freshman Year
|
Jul 14, 2025 |
|
Alternative Investments: Worthy of Your Dollars?
|
Jun 30, 2025 |
|
The Hidden Risk in Your Portfolio
|
Jun 16, 2025 |
|
What Will YOU Pay for College?
|
May 26, 2025 |
|
How Much Should You Have in Bonds?
|
May 12, 2025 |
|
Market Volatility - Panic Methodically
|
Apr 28, 2025 |
|
How to Choose Investments: A 4-part Framework 4 Choosing the Best 4 Your Portfolio
|
Apr 07, 2025 |
|
Taxes: A Guide to Filing with Confidence
|
Mar 24, 2025 |
|
College / Retirement Savings & Spending ⚖️
|
Mar 10, 2025 |
|
Inheriting Money from Parents
|
Feb 24, 2025 |
|
Planning for a Career Change with Jennifer Fink
|
Feb 10, 2025 |
|
Permission to Spend
|
Jan 13, 2025 |
|
Traditional or Roth: Choose the Right 401(k)
|
Dec 30, 2024 |
|
Will the Stock Market Go Up or Down in 2025?
|
Dec 23, 2024 |
|
2024 Year-End Financial Checklist
|
Dec 16, 2024 |
|
Grandparent 529 Education Savings
|
Nov 18, 2024 |
|
Is there Cash sitting in your Rollover IRA or Inherited IRA?
|
Nov 11, 2024 |
|
Employee Benefits Can Save You Thousands of Dollars
|
Nov 04, 2024 |
|
Top Five Scariest Financial Planning Topics
|
Oct 28, 2024 |
|
How Much Should You Save for College?
|
Oct 21, 2024 |
|
How (In)Sure(d) Are You?
|
Oct 14, 2024 |
|
Boost Teenager Credit Score
|
Oct 07, 2024 |
|
Don’t Invest in Election Results
|
Sep 30, 2024 |
|
SPIVA: It’s Not Another Artificial Sweetener
|
Sep 23, 2024 |
|
Securities Lending: Is it For You?
|
Sep 09, 2024 |
|
The Sun May be Setting on Your Tax Benefits 🌅
|
Aug 26, 2024 |
|
No Free Lunch - Know Your Fees
|
Aug 19, 2024 |
|
Back-to-Basics: Roth Conversions
|
Aug 12, 2024 |
|
Don’t Go with the Flow
|
Aug 05, 2024 |
|
The Elephant in the Room
|
Jul 29, 2024 |
|
Never Pay Taxes: Circumvent Uncle Sam with an HSA
|
Jul 15, 2024 |
|
Don Your Crown - Your Dynasty Awaits
|
Jul 08, 2024 |
|
10 Financial Hot Topics for 2024: Boring and Painful
|
Jul 01, 2024 |
|
Is the Social Security Sky Falling?
|
Jun 17, 2024 |
|
Capital Pains
|
Jun 03, 2024 |
|
To-Do or Not To-Do? Take a Calendar Approach
|
May 27, 2024 |
|
Inherited IRAs
|
May 20, 2024 |
|
Home Hack: Live with your Mom (in-law)
|
May 13, 2024 |
|
Don’t Fall for Flashy Headlines: Shiller PE Ratio
|
Apr 30, 2024 |
|
Don’t be Daft, use a DAF: Donor Advised Fund
|
Apr 23, 2024 |
|
The Joker Fund
|
Apr 16, 2024 |
|
IRA Beneficiaries: It’s all about the Benjamins
|
Apr 09, 2024 |
|
Don’t Panic: Overcoming Financial Avoidance
|
Mar 26, 2024 |
|
Dude, Where's My Money?
|
Mar 12, 2024 |
|
Top Secret Asset Locations
|
Mar 05, 2024 |
|
Anne Lester on Personal Finance
|
Feb 13, 2024 |
|
Risk: Why Timeframe Matters
|
Feb 06, 2024 |
|
Bitcoin ETF
|
Jan 30, 2024 |
|
Financial Portfolio Yearly Review Checklist
|
Jan 23, 2024 |
|
How to use your After-Tax 401k Contributions
|
Jan 09, 2024 |
|
Year End Review: What you did well and what to improve?
|
Jan 02, 2024 |
|
They can make you want to rollover
|
Dec 20, 2023 |
|
How to Hire a Financial Advisor
|
Dec 12, 2023 |
|
I’ve made the list, you check it twice
|
Dec 05, 2023 |
|
Not Your Father’s Personality Test
|
Nov 21, 2023 |
|
Set and Forget
|
Nov 14, 2023 |
|
Cut the Cords
|
Nov 07, 2023 |
|
Ongoing Costs
|
Oct 31, 2023 |
|
Beneficiaries
|
Oct 24, 2023 |
|
Three Account Types and Why You Need to Know About Them
|
Oct 17, 2023 |
|
Traditional 401k vs. Roth 401k – Which is truly better?
|
Oct 03, 2023 |
|
529 Masterclass: Three strategies to maximize the benefits of education savings plans
|
Sep 26, 2023 |
|
The 411 on 529’s
|
Sep 19, 2023 |
|
Attention
|
Sep 12, 2023 |
|
Should I Pay Down my Mortgage?
|
Sep 05, 2023 |
|
The icy grip of death awaits you ☠️
|
Aug 29, 2023 |
|
Be More Aggressive
|
Aug 22, 2023 |
|
Inflation is a Drag
|
Aug 15, 2023 |
|
The Logistics Matter
|
Aug 08, 2023 |
|
Read the Ingredients – Even on your investment funds
|
Aug 01, 2023 |
|
Your Life Doesn’t Matter
|
Jul 25, 2023 |
|
Rich vs. Wealthy
|
Jul 11, 2023 |
|
Choosing an Estate Trustee
|
Jul 04, 2023 |
|
Financial Misunderstandings
|
Jun 13, 2023 |
|
How to Beat the Stock Market
|
May 30, 2023 |
|
HSA’s: Healthy Retirement Saving
|
Apr 25, 2023 |
|
Clean Back Door Roth IRA
|
Apr 18, 2023 |
|
Get Your Parents to Pay
|
Apr 11, 2023 |
|
Portfolio for Kids
|
Apr 04, 2023 |
|
Ep. 100: Top 5 Brilliant Money Hacks to Save you Thousands
|
Mar 28, 2023 |
|
Silicon Valley Bank
|
Mar 21, 2023 |
|
5-Minute Savings for Kids
|
Mar 14, 2023 |
|
Should I Finance a New (or used) Car?
|
Mar 07, 2023 |
|
Secure Act 2.0
|
Jan 24, 2023 |
|
One Thing
|
Jan 18, 2023 |
|
Feel Good About Investing
|
Dec 13, 2022 |
|
End of Year Portfolio
|
Nov 29, 2022 |
|
Private Schools
|
Nov 15, 2022 |
|
Interest Rates
|
Nov 08, 2022 |
|
Kids and Money (Part 2)
|
Nov 01, 2022 |
|
Kids and Money
|
Oct 25, 2022 |
|
Taxes: How Much Do You Really Know?
|
Oct 11, 2022 |
|
Student Loan Forgiveness
|
Oct 04, 2022 |
|
You Can’t Beat the Market
|
Sep 27, 2022 |
|
Why I paid off my HELOC
|
Sep 14, 2022 |
|
Education Savings: All About 529’s
|
Aug 30, 2022 |
|
Education Savings
|
Aug 23, 2022 |
|
Invest Early and Wisely
|
Aug 16, 2022 |
|
Be Alert to Spend Less
|
Aug 09, 2022 |
|
The Value of a Financial Advisor
|
Aug 02, 2022 |
|
Unhurried Time
|
Jul 26, 2022 |
|
Good to the Last Drop
|
Jul 19, 2022 |
|
Mortgage Payoffs
|
Jul 05, 2022 |
|
Retirement Savings: How much?!?
|
Jun 28, 2022 |
|
Official Bear Market: What To Do
|
Jun 22, 2022 |
|
Intentional Attention (Part 2)
|
Jun 14, 2022 |
|
Attention: Don’t Make Your Family Compete With Your Phone
|
Jun 07, 2022 |
|
Protect Your Loved Ones: Estate Planning 101
|
May 31, 2022 |
|
How to Spend: Wait a Week
|
May 24, 2022 |
|
(Part 2) Set up Automatic Savings – Your Future Self with Thank You
|
May 17, 2022 |
|
(Part 1) Set up Automatic Savings – Your Future Self will Thank You
|
May 17, 2022 |
|
What is Your Plan for a Bear Market?
|
May 10, 2022 |
|
Teaching Kids About Money
|
May 03, 2022 |
|
Healthy Spending: Avoid Advertising
|
Apr 19, 2022 |
|
What is Human Capital and Why Does it Matter?
|
Apr 12, 2022 |
|
How To Spend: Focus on Healthy Spending
|
Apr 05, 2022 |
|
How to Handle Having Many 401k, IRA, and Other Bank Accounts
|
Mar 29, 2022 |
|
What Apps Do You Use? (Part 1)
|
Mar 22, 2022 |
|
What Apps Do You Use? (Part 2)
|
Mar 22, 2022 |
|
Wars and Investing
|
Mar 15, 2022 |
|
SEP-IRA vs. Solo 401k?
|
Mar 08, 2022 |
|
Masterclass: ETF vs. Mutual Funds (Part 2)
|
Mar 01, 2022 |
|
Masterclass: ETF vs. Mutual Funds
|
Mar 01, 2022 |
|
You Might be Losing $100k in Fees
|
Feb 22, 2022 |
|
How to Pay for Education Expenses
|
Feb 15, 2022 |
|
How to Invest in the Current Market Environment
|
Feb 08, 2022 |
|
Interest Rates Rising
|
Feb 01, 2022 |
|
I’m 18 Years Old. How Should I Think About Investing?
|
Jan 25, 2022 |
|
Target Date Funds
|
Jan 18, 2022 |
|
Why Figure Out Your Net Worth?
|
Jan 11, 2022 |
|
Which Account Do I Use First?
|
Jan 04, 2022 |
|
2021 In Review
|
Dec 28, 2021 |
|
Use a Donor Advised Fund to Save on Taxes
|
Dec 21, 2021 |
|
Portfolio Rebalancing: Keep Risk in Check
|
Dec 14, 2021 |
|
What is Freedom Investing?
|
Dec 07, 2021 |
|
8 Tips to Pay Less Tax Continued
|
Nov 30, 2021 |
|
8 Tips to Maximize Tax Savings
|
Nov 30, 2021 |
|
Tax Strategies when donating 100% of your Income to Charity
|
Nov 23, 2021 |
|
Treasury Bonds at 7%? Yes please.
|
Nov 16, 2021 |
|
Financial Planning for the Great Resignation
|
Nov 09, 2021 |
|
How Do You Tax Unrealized Capital Gains for Billionaires?
|
Nov 02, 2021 |
|
Save Money With Smart Year-End Tax Planning
|
Oct 26, 2021 |
|
Should you Invest in this Hot investment?
|
Oct 19, 2021 |
|
How to use your HSA as a Retirement Account
|
Oct 12, 2021 |
|
What do your Investments Cost?
|
Oct 05, 2021 |
|
The Lesson I Learned in March 2020
|
Sep 28, 2021 |
|
Has Risk Changed?
|
Sep 21, 2021 |
|
How you should think about Risk
|
Sep 14, 2021 |
|
How Billionaires Avoid Taxes
|
Sep 07, 2021 |
|
Why Hire a CFP?
|
Aug 31, 2021 |
|
BONUS: Stock Market Bubbles
|
Aug 24, 2021 |
|
Are we in a Stock Bubble?
|
Aug 17, 2021 |
|
BONUS: Index Funds, Robos and Markets
|
Aug 15, 2021 |
|
Why I No Longer Recommend Using Robo-Advisors
|
Aug 10, 2021 |
|
How to Maximize Employer Benefits such as After-Tax 401k and ESPP
|
Aug 03, 2021 |
|
Are you Investing or Speculating?
|
Jul 27, 2021 |
|
How to Invest Your Emergency Fund
|
Jul 20, 2021 |
|
Investing: Active Vs. Passive
|
Jul 13, 2021 |
|
Why a 60/40 Portfolio is Not for You
|
Jul 06, 2021 |
|
Independence Day: Are you Financially Free?
|
Jun 29, 2021 |
|
Should you invest in Bitcoin?
|
Jun 22, 2021 |
|
How to Prepare for Inflation
|
Jun 15, 2021 |
|
Financial Planning Done Right
|
Jun 08, 2021 |
|
How to create a paycheck in Retirement
|
Jun 01, 2021 |
|
Ep15 – Roth IRA for Minors
|
May 25, 2021 |
|
Ep 14: How to turn $3,000 into $50,000,000!
|
May 18, 2021 |
|
Ep 13: Should you invest in individual stocks?
|
May 11, 2021 |
|
Ep 12: How to invest extra cash into the Stock Market
|
May 04, 2021 |
|
Ep 11: How to think about Insurance to protect you and your family
|
Apr 27, 2021 |
|
Ep 10: After-Tax 401(k) Contributions
|
Apr 20, 2021 |
|
Ep 9: How to use your HSA as a Retirement Account
|
Apr 13, 2021 |
|
Ep 8: How to use a Backdoor Roth
|
Apr 06, 2021 |
|
Ep 7: Which account should I save money next?
|
Mar 30, 2021 |
|
Ep 6: My company just went through an IPO. Now what!?
|
Mar 23, 2021 |
|
Ep 5: What is a Donor Advised Fund and why have one?
|
Mar 09, 2021 |
|
Ep 4: Individual Retirement Accounts: Traditional vs. Roth
|
Feb 23, 2021 |
|
Ep 3: Health Savings Account (HSA) - What is it and how to use it?
|
Feb 12, 2021 |
|
Ep 2: Portfolio Allocation - How to think about your investments
|
Feb 09, 2021 |
|
Ep 1: Stimulus Package - What it means for You
|
Feb 05, 2021 |