THE FINANCIAL COMMUTE

In private real estate, patience isn’t passive. It’s a competitive advantage. In this conversation, Wealth Advisor Bruce Tyson sits down with Peter Knell, Managing Director of KCB Properties, one of our longest-standing real estate partners. As a family office that invests alongside clients, KCB has the flexibility to move into undervalued sectors and step back when markets become overheated. Peter shares how they navigated major real estate cycles, why they leaned into healthcare assets post-COVID, how they’ve preserved capital through a 20%+ market drawdown, and why today’s environment may offer one of the most attractive buying windows in years. Tune in if you’re interested in…

In this episode, Wealth Advisor Mike Rudow sits down with John Ahn, Founder and CEO of WhiteHawk Capital, to explore how asset-based lending offers a uniquely resilient approach to private credit. John explains why WhiteHawk underwrites every loan to the worst-case scenario and how focusing on real, liquid collateral has allowed them to never lose money on a loan, even when borrowers fail. This conversation provides insight into how downside protection drives durable income. Tune in if you’re interested in…

People may cut back in a recession, but they don’t stop buying food. If you’re looking for resilient income in a world of uncertainty, “essential lending” may be a compelling place to start. In this session, Morton Wealth Senior Partner Eric Selter sits down with Rich Gammill of Proterra to explore how private credit works, why it can offer a return premium over public credit, and how lending to businesses across the food and beverage value chain creates durability through economic cycles. Rich shares how Proterra’s unique partnership structure helps generate excess return, why covenants and direct borrower relationships matter for risk management, and what they look for when deciding whether a company is truly lendable. From popsicles and pet treats to popcorn and private-label manufacturing, this conversation highlights how “boring” can be a very good thing when your goal is consistent cash flow. Tune in if you’re interested in…

Markets delivered strong headline returns in 2025, but underneath the surface, risks quietly continued to build. In this special episode of THE FINANCIAL COMMUTE, CEO Jeff Sarti and Chief Investment Officer Meghan Pinchuk break down market performance in the last quarter of 2025 while looking ahead to what this year may bring. From AI-fueled stock gains and international outperformance to the role of private credit, real estate, and gold, this conversation cuts through the noise to focus on disciplined positioning. Tune in if you’re interested in…

The most important details in a real estate investment are rarely the ones on the first page of the marketing deck. In this candid and often humorous conversation, Chief Investment Officer Meghan Pinchuk and Director of Growth & Advice Chris Galeski explore how real estate funds should really be evaluated. From aggressive assumptions and fee structures to alignment of interests and downside stress testing, they explain why great-looking numbers don’t always translate into great investments. Tune in if you’re interested in…

What if generating income wasn’t about chasing yield, but about getting your money back first? At our 2025 Investor Symposium, Michael Grosslight sat down with Brad Allen, Managing Partner of Keystone National Group, to unpack what it really means to build durable income through asset-backed lending. Brad explains how Keystone focuses on tangible collateral—like equipment, real estate, and financial assets—to generate consistent income while prioritizing downside protection in uncertain markets. Tune in if you’re interested in…

Generating reliable income in today’s market requires more than chasing yield. It requires structure, discipline, and downside protection. In this session, Wealth Advisor Ian Rennick sits down with Co-Founder of Stormfield Capital, Wes Carpenter, to explain how private real estate lending works, why being “the bank” can offer consistent cash flow, and how first-lien, low loan-to-value loans help protect investor capital. Tune in if you're interested in…

Real estate has quietly endured one of its most challenging periods in decades, and Clay Grubb, CEO of Grubb Properties, isn’t sugarcoating it. In this candid conversation, Clay and Megan unpack how rising interest rates, soaring construction costs, and frozen capital markets have reshaped real estate investing even as housing demand continues to grow. Clay explains why Grubb Properties’ long-term focus on essential housing and young professionals helped them weather the storm, why transparency during downturns matters, and why demographic trends still point to a powerful long-term opportunity. Tune in if you're interested in…

Transferring wealth is never just about dollars. It’s about values, expectations, relationships, and the messy emotions that often come with. In this insightful conversation from our 2025 Investor Symposium, Estate Planning Attorney Brian Standing and Wealth Advisor Patrice Bening unpack the realities of gifting and inheritance. They explore how thoughtful structures can turn money into meaning and ensure that your wealth is optimized and transferred with intention. Tune in if you're interested in…

Among older adults, retirees are more likely to experience depression than those who are working due to feelings of loneliness and loss of identity. But, it shouldn’t be this way. This chapter of freedom we work so hard for is called the “golden years” for a reason, and while the end of a career may feel like the finale, it’s actually the doorway to a plethora of opportunities, relationships, and experiences. Join Wealth Advisors Priscilla Brehm and Joe Seetoo, along with Liz Dietz, founder of Love of Aging, as they explore practical ways to create purpose, wellness, community, and joy in retirement. Fulfillment doesn’t end when work does, and it can even evolve into something greater than before. Tune in if you're interested in…

Some of the most compelling investments today aren’t in Silicon Valley. They may be aging quietly in bourbon barrels, running across a soccer field, or docked at marinas. In this fascinating session from our 2025 Investor Symposium, Managing Director of Investments Sasan Faiz and Ashley Marks, Co-Founder and Co-Managing Partner of Cordillera Investment Partners, pull back the curtain on some of the most unique, off-the-beaten-path investments in the alternative space. Tune in if you're interested in…

Owning investment real estate can feel like a badge of honor until the rising costs, headaches from maintenance, and shrinking returns start to tell a different story. At our 2025 Investor Symposium, COO & CMO Stacey McKinnon and Wealth Advisor Kevin Rex unpacked the tradeoffs of holding vs. selling real estate. They explored dead equity, increasing costs, tax considerations, and how real estate fits into your financial picture, while offering more flexible ways to access real estate income without the late-night calls. Tune in if you're interested in…

The American Dream has long been a cornerstone of optimism and progress. But for many today, that dream feels uncertain, shaped by affordability challenges, growing debt, and a financial culture defined by short-term thinking. At our 4th Annual Investor Symposium, CEO Jeff Sarti posed a timely question: What’s next for the American Dream and what does it mean for investors? Alongside Chief Investment Officer Meghan Pinchuk and Director of Financial Planning Beau Wirick, Jeff explored how a Healthy Skeptic mindset can help investors look beyond market fads and speculation, focusing instead on fundamentals, real assets, and resilience.

Losing a spouse is one of life’s most impactful and difficult experiences. What can make it even harder is that amidst their grief, widowers and widows are often faced with administrative tasks and important financial decisions. In this episode of THE FINANCIAL COMMUTE, Wealth Advisors Sophie Leahy and Chris Galeski discuss these challenges, sharing how grief and financial decisions intersect and how professional guidance can provide clarity during such a life-changing transition. Tune in if you’re interested in:

In this episode of THE FINANCIAL COMMUTE, Client Relationship Specialist Kristin Dillon and host Chris Galeski discuss how partnership and accountability are often the missing links in financial success. Our goal with our flat-fee financial planning offering, Modearn®, is to make quality coaching more accessible for Gen Xers and Millennials throughout their wealth-building journey. Tune in if you’re interested in… • Learning how Modearn® makes financial planning more approachable • Understanding how personalized financial advice and partnerships can create peace in your life • Finding balance between saving, spending, and investing intentionally • Accessing expert guidance without traditional barriers

In this episode of THE FINANCIAL COMMUTE, Chief Investment Officer Meghan Pinchuk and Wealth Advisor Patrice Bening tackle one of the most stressful topics for parents: college planning. Tune in if you’re interested in… • Learning how to plan for college without sacrificing retirement • Understanding how much to save and where to start • Navigating financial aid, student loans, and the FAFSA process • Talking to your kids about college costs and trade-offs • Building a college plan that fits your family’s goals

What happens when you enter a new stage of life while your partner stays put? In this episode of THE FINANCIAL COMMUTE, Chris and Priscilla explore how navigating different retirement timelines can affect everything from a couple's finances and emotions to daily routines. Tune in if you’re interested in… • Managing the financial and emotional shift when one partner retires first • Finding balance between independence and shared routines • Keeping your long-term goals aligned when your timelines don’t match

Planning for retirement is about more than finances. It’s also about where and how you want to live. In this episode of THE FINANCIAL COMMUTE, host Chris Galeski sits down with retired Wealth Advisor Jason Naiman to discuss the pros and cons of different retirement living options, from staying in your own home to exploring new communities. Tune in if you’re interested in…

Cooked. Chopped. Rizz. Sus. The kids of today have their own language, leaving older generations scratching their heads. Does this disconnect go deeper than words? In this week’s THE FINANCIAL COMMUTE episode, host Chris Galeski and Wealth Advisor Austin Overholt discuss how each generation’s zeitgeist impacts their approach to money and life, and why conversations about financial mindsets are so important for multigenerational families. 🎧 Tune in if you’re interested in… • Understanding how Gen Z, Millennials, Gen X, and Boomers each view wealth • Why 81% of young people plan to fire their parents’ advisor • The impact of technology and social media on money mindsets • Lessons families can share across generations to strengthen financial values • How the largest wealth transfer in history could create tension... or opportunity If you want to learn more about how different generations treat wealth, join us at our Investor Symposium.

In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Stacey McKinnon unpack the concept of lifestyle creep—what happens when your spending rises with your income. Tune in if you’re interested in… • Understanding how lifestyle creep sneaks into your finances • Learning strategies to enjoy more without overspending • Spotting the trade-offs between short-term upgrades and long-term goals • Building habits that keep wealth growing with your income