TIMESTAMPS 0:00 Intro 2:08 When you think of money, what words come to mind? 3:50 Shame/guilt spiral 6:24 Decision paralysis 7:08 Comparison 9:15 Reasons behind money beliefs 13:48 Money Status 16:01 Money Focus 17:39 Money Avoidance 18:58 Money Vigilance 21:16 Patrice and Jenn's money mindsets
Disclosure: Information presented herein are for discussion and illustrative purposes only. It should not be treated as financial advice, legal Advice, or tax advice, and it may not be relied on for the purpose of avoiding any federal tax penalties under the Internal Revenue Code. Morton makes no representation that the strategies described are suitable or appropriate for any person and it should not be assumed that Morton will make recommendations in the future that are consistent with the views expressed herein. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. The views and opinions expressed in the recording are those of the interviewee and may not necessarily reflect the views of Morton Wealth. These views may not be representative of the experiences of other clients, and do not provide a guarantee of future success or similar services. You should consult with your financial advisor and/ or legal professional to thoroughly review all information before implementing any strategies concerning your finances and/ or estate plans. Morton Wealth currently employs a licensed attorney who maintains an independent law practice (“Via Law Firm” or “Via Law”). Via Law is a separate and distinct entity from Morton Wealth. Morton Wealth neither owns any interest in Via Law nor controls its operations in any way. Similarly, Via Law and its attorneys neither own any interest in Morton Wealth nor control its operations in anyway. The services of Morton Wealth and Via Law are separate and distinct from one another, each with a separate compensation arrangement for all services rendered. Morton Wealth may provide financial planning and/or investment advisory services to clients who may also become clients of Via Law, or vice versa. Although Via Law sources are deemed to be reliable, Morton makes no representation as to the adequacy, accuracy or completeness of such information and it has accepted the information without further verification. Financial planning and/or investment advisory services provided by Morton Wealth, or its representatives are not considered legal services and are not subject to the protections normally afforded as part of an attorney-client relationship. Although Morton Wealth may recommend that you use the services of Via Law, you are not obligated or required to use their services
TIMESTAMPS
0:00 Intro
2:08 When you think of money, what words come to mind?
3:50 Shame/guilt spiral
6:24 Decision paralysis
7:08 Comparison
9:15 Reasons behind money beliefs
13:48 Money Status
16:01 Money Focus
17:39 Money Avoidance
18:58 Money Vigilance
21:16 Patrice and Jenn's money mindsets
Disclosure: Information presented herein are for discussion and illustrative purposes only. It should not be treated as financial advice, legal Advice, or tax advice, and it may not be relied on for the purpose of avoiding any federal tax penalties under the Internal Revenue Code. Morton makes no representation that the strategies described are suitable or appropriate for any person and it should not be assumed that Morton will make recommendations in the future that are consistent with the views expressed herein. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. The views and opinions expressed in the recording are those of the interviewee and may not necessarily reflect the views of Morton Wealth. These views may not be representative of the experiences of other clients, and do not provide a guarantee of future success or similar services. You should consult with your financial advisor and/ or legal professional to thoroughly review all information before implementing any strategies concerning your finances and/ or estate plans. Morton Wealth currently employs a licensed attorney who maintains an independent law practice (“Via Law Firm” or “Via Law”). Via Law is a separate and distinct entity from Morton Wealth. Morton Wealth neither owns any interest in Via Law nor controls its operations in any way. Similarly, Via Law and its attorneys neither own any interest in Morton Wealth nor control its operations in anyway. The services of Morton Wealth and Via Law are separate and distinct from one another, each with a separate compensation arrangement for all services rendered. Morton Wealth may provide financial planning and/or investment advisory services to clients who may also become clients of Via Law, or vice versa. Although Via Law sources are deemed to be reliable, Morton makes no representation as to the adequacy, accuracy or completeness of such information and it has accepted the information without further verification. Financial planning and/or investment advisory services provided by Morton Wealth, or its representatives are not considered legal services and are not subject to the protections normally afforded as part of an attorney-client relationship. Although Morton Wealth may recommend that you use the services of Via Law, you are not obligated or required to use their services