If you’ve ever felt like you’re doing everything right with your money, but still not seeing the results you hoped for, you’re not alone. Like golf, investing can be frustrating, emotional, and unpredictable. In this episode, the team unpacks what both pursuits require: patience, consistency, and a strong mental game.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

Key Moments:

00:01:10 – Golf Season Goals and Frustrations

00:04:13 – Market Volatility

00:06:05 – Emotions and Short-Term Decision-Making

00:08:44 – Staying Disciplined

00:12:51 – The Power of Consistency

00:14:01 – Making Small Adjustments

00:15:42 – Focusing on Process

00:17:39 – Mindset Shifts

Playing the Long Game

In this conversation, Cody Demmel joins the hosts to explore how the mental discipline required on the golf course mirrors the mindset needed to invest well. From handling volatility to building long-term habits, the episode highlights the importance of consistency, staying focused through ups and downs, and making thoughtful adjustments along the way. Listeners will walk away with practical takeaways and relatable insights to improve both their investing approach and financial confidence.

Need guidance on finding your long-term strategy? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

Connect with Your Hosts:

Cody Demmel on LinkedIn: https://www.linkedin.com/in/codydemmel/

Sean Roth on LinkedIn: https://www.linkedin.com/in/sean-a-roth/

Jon Kerstetter on LinkedIn: https://www.linkedin.com/in/jdkerstetter/

Important Disclosures

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/

Winning a Super Bowl takes strategy, discipline, and the ability to stay cool under pressure—sound familiar? Investing isn’t so different. In this episode of Coachable Wealth, Cody, John, and Sean break down the emotional highs and lows of market volatility and how they mirror the intensity of a championship season.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

Key Moments:

00:05:59 - Loss Aversion and Media Influence

00:08:12 - Managing Emotions During Market Volatility

00:11:26 - Long-Term Investment Strategy

00:12:23 - Balancing Portfolio for Long-term Success

00:13:42 - The Risks of Sitting in Cash

00:15:47 - Discipline and Team Mindset

00:16:26 - Handling Volatility and Emotion

Volatility and Victory

From the thrill of big wins to the agony of tough losses, sports and investing have a lot in common. The guys dig into how investors often overreact, just like sports fans, and why keeping a long-term perspective matters. Using the Philadelphia Eagles' Super Bowl run as a playbook, they talk about loss aversion, media hype, and why sitting in cash can be riskier than riding out the volatility. Whether you're managing your portfolio or coaching your fantasy football team, this episode is packed with real talk, relatable stories, and a game plan for staying in the game.

Need a new game plan for your financial life? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

Connect with Your Hosts:

Cody Demmel on LinkedIn: https://www.linkedin.com/in/codydemmel/

Sean Roth on LinkedIn: https://www.linkedin.com/in/sean-a-roth/

Jon Kerstetter on LinkedIn: https://www.linkedin.com/in/jdkerstetter/

Important Disclosures

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/

Watching your favorite team hit a slump is like seeing your portfolio take a hit in the stock market after a great run. The disappointment of your team's performance mirrors the worry of seeing your investment portfolio fluctuate with the market. It's time to turn this around and find a strategy that can help you weather the ups and downs.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

Key moments:

00:00:08 - Introduction and Weekend Recap

00:01:00 - Football Season and Scrimmage

00:03:43 - Challenges in Professional Sports

00:08:06 - Market Volatility and Long-Term Investing

00:11:49 - Short-Term vs. Long-Term Focus

00:13:15 - Phillies' Performance and Stock Market Comparison

00:14:27 - Concerns about Eagles' Offense

00:15:19 - Phillies' Struggles and Return to Fundamentals

00:16:58 - Hope for Phillies' Turnaround and Olympics Recap

00:19:39 - Anticipation for Fed's Decision and Inflation Concerns

Lessons on Long-Term Focus

In this episode of the Coachable Wealth podcast, hosts Cody, John, and Shawn lament the performance of the Phillies and how it relates to the realities and challenges of long-term success in both sports and the stock market. By highlighting the parallels between short-term decision-making in sports and emotional reactions to market volatility, the hosts stress the importance of maintaining a long-term focus and avoiding impulsive financial decisions. Utilizing real-world examples, historical market data, and personal anecdotes, the hosts effectively demonstrate the connections between the worlds of sports and finance, offering listeners valuable insights into investment strategies and market trends.

Looking to gain perspective on your portfolio performance? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

Relevant Resources:

Historical Look at Reasons to Sell: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Historic-Reasons-to-Sell.png

Historic Declines Chart: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Historical-Declines.webp

Historic Drawdowns: https://www.mortonbrownfw.com/wp-content/uploads/2024/08/Drawdowns.avif

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

Important Disclosures

This episode is listed by the recording date of 8/12/2024. The episode was officially published and released publicly after a full compliance review on 8/26/2024.

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/

Does it sound familiar to have a financial plan in place, only to feel like you're not making any progress toward your long-term goals? You've probably been told to save money and invest, but the lack of results leaves you feeling frustrated and stuck. Hot streaks are exciting. Hot markets are encouraging. But long-term financial planning is (and should be) boring.

Listen on your favorite podcast app: https://coachable-wealth.captivate.fm/listen

In this episode:

• Find out how your hosts are surviving the heatwave impacting the northeast.
• Get an update on the Phillies hot streak and the PGA Tour.
• Understand the current market landscape and small moves that could make big impacts.
• Gain valuable insights into real estate market trends.
• Uncover the benefits of tax diversification in investments for financial growth.

Long-Term Investing and Boring Acts

Focusing on long-term investment strategies, the episode provides valuable insights for financial planners and investors. Jon, Cody, and Sean provide a blend of personal experiences, market trends, and sports events making this episode a must-listen for anyone seeking to improve their long-term financial planning and market awareness. Whether it's navigating real estate market trends, understanding the impact of AI technology on international emerging markets, or building wealth in 2024, this episode offers practical advice and valuable perspectives to help you make informed financial decisions.

Do you need a long-term financial game plan? Schedule a free consultation with one of our hosts: https://calendly.com/coachable-wealth

Relevant Resources:

https://www.nytimes.com/2024/06/22/your-money/financial-advisers-investing-goals.html

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

If you're feeling frustrated with the constantly changing predictions about interest rates and the economy, and all the uncertainty around your investment strategies, then you are not alone! You might be trying to keep up with the latest economic indicators and interest rate forecasts, only to find yourself second-guessing your decisions. By staying informed about the implications of economic changes, you can navigate the impact on your financial goals and make informed choices for income generation in retirement.

In this episode:

• Reflect on the phenom Caitlin Clark and her tremendous impact on women's basketball and viewership in the run-up to the NCAA national championship.
• Discover which of the recent economic indicators was the most surprising and where the Fed may be going with interest rates this year.
• Learn effective strategies for generating income during retirement, ensuring financial stability and security in later years.

Caitlin Clark's Legacy

Jon, Cody, and Sean delve into the world of college basketball, sharing their unexpected enthusiasm for the women's Final Four. The conversation naturally evolved into discussing Caitlin Clark's impact on the sport, her exceptional performance, and the debate around championship wins determining the status of the greatest of all time.

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

Important Disclosures

This episode is listed by the recording date of 4/8/2024. The episode was officially published and released publicly after a full compliance review on 8/1/2024.

Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice. More important disclosures: https://www.mortonbrownfw.com/important-disclosures/

If you're feeling frustrated with the unpredictability of the stock market and unsure about the impact of potential interest rate cuts, then you are not alone! It's like trying to predict the outcome of the NCAA national championship with constantly changing rules and players.

In this episode:

• Engage with the March Madness excitement as the hosts share their NCAA basketball tournament picks and potential upsets for an exciting tournament experience.
• Understand the impact of interest rates on stock market trends to make informed investment decisions.
• Gain insights into tax-beneficial savings before the tax deadline.

First Quarter Review and Second Quarter Outlook

Follow along as Jon, Cody, and Sean reflect on financial performance in the first quarter of 2024. Find out what they found surprising and not so surprising, and their outlook for the second quarter. Find out why the Magnificient Seven is now the Fab Four as well as the advisor's grounded expectations, inflation moves, real estate outlook, and expected interest rate decreases in the near term.

Relevant Resources:

https://www.wsj.com/finance/stocks/the-stock-markets-magnificent-seven-is-now-the-fab-four-2dff87ac?mod=hp_lead_pos1

https://www.msn.com/en-us/money/markets/the-stock-market-had-a-great-start-to-the-year-what-history-says-happens-next/ar-BB1kJbRv?ocid=windirect&cvid=fdc025a7257b4483ac6383573093f1e5&ei=12

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

Does watching NCAA basketball and rooting for the underdogs sound familiar? Have you ever been told that picking underdog stocks is the way to achieve financial success, only to end up feeling the pain of disappointment? If you've ever experienced the thrill of rooting for the unexpected in sports, only to be let down, you might be feeling the same frustration in your investment decisions. But what if there's a better way to make well-researched choices that lead to long-term success?

In this episode:

• Understand the significant impact of NIL money on college sports and how it's reshaping the landscape of collegiate athletics.
• Explore the intriguing dynamics of college basketball's one-and-done strategy and its implications on the sport's future.
• Consider diversifying your portfolio with fixed-income assets, especially if you have a lower risk tolerance or need stability for short-term financial goals.
• Find out how the hosts' NCAA brackets are doing and their outlook on the Philadelphia Phillies' season.

College Basketball's One-and-Done Strategy

The one-and-done strategy in college basketball, relying on recruits with plans to enter the NBA after a single year, presents challenges for team dynamics and performance. Jon, Cody, and Sean draw parallels between this strategy and stock-picking a portfolio for short-term success. Just as teams with older, experienced players often have an advantage in high-stakes games like the NCAA tournament, so do balanced and diversified portfolios.

Relevant Resources:

https://bracketresearch.com/the-dna-of-a-national-championship-team/seeds-of-ncaa-tournament-champions/

https://www.wsj.com/sports/basketball/ncaa-tournament-march-madness-sweet-16-6fe1717f?mod=hp_trending_now_article_pos2

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

Teams are signing players like Shohei Ohtani to long-term contracts nearing the $1B mark. But what's the impact of these mind-boggling deals? And how does it tie into investing strategies? Stay tuned to uncover the surprising correlation between sports contracts and market dynamics and why it matters.

In this episode:

• Explore the latest trends in player contracts and get a financial advisor's perspective on the evolving landscape of athlete compensation.
• Understand how athletes make career decisions beyond money and discover the factors that drive their choices.
• Analyze the performance of tech giants in the market and uncover valuable insights for potential investment opportunities.
• Gain valuable insights into market dynamics and investment considerations to make informed decisions.

Career Decisions Beyond Money

Compensation is not the sole determining factor in an athlete's career decisions. Crucial elements like team dynamics, coaching staff, and overall environment significantly influence an athlete's job satisfaction and ultimate decision to stay or leave a team. By recognizing the multifaceted aspects that athletes consider, fans can understand the complexities behind the headlines, while aspiring investors can glean insights into holistic decision-making in high-stakes environments.

Relevant Resources:

https://www.foxsports.com/stories/mlb/top-15-biggest-contracts-in-north-american-team-sports-shohei-ohtani-new-no-1

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

Does it sound familiar to assume everything will go as planned, only to find yourself in a risky situation without a safety net? The pain of not preparing for potential risks can lead to devastating outcomes, leaving you feeling unprepared and vulnerable.

In this episode:

• Examine how Chiefs overtime scenario preparation fueled the big win.
• Prepare for risks and gain insights on the importance of planning for financial security.
• Understand the volatility of cryptocurrency and the risk of an unbalanced portfolio.
• Consider the NBA draft deadline and the parallels between building a team roster and building a diversified investment portfolio.

Cryptocurrency and IPO volatility

The volatility of cryptocurrency and IPOs takes center stage in this episode. The hosts elaborate on the inherent risks and the need for careful consideration before investing, emphasizing the importance of diversification. Drawing parallels with risk management, unpredictable outcomes in such high-stakes games underscore the necessity of well-rounded preparation and strategy, mirroring the approach needed in investing.

Relevant Resources:

https://www.nasdaq.com/articles/what-happens-to-ipos-over-the-long-run-2021-04-15

https://theathletic.com/5272695/2024/02/13/super-bowl-gambling-nevada-record/

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm. No presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn

It's that time of year again! If you're feeling increasingly stressed when tax season rolls around, it may be time to make some changes.

In this episode:

• Explore the latest college football coaching changes and player transfers that are shaking up the game.
• Discover potential reforms in college football and their implications for the future of the sport. (9th grade)
• Gain insights into the Federal Reserve’s decision on interest rates and its potential effects on the economy.
• Consider important tax tips for this year's filings.
• Get final predictions for Super Bowl LVIII: Chiefs v. 49ers at Allegient Stadium in Las Vegas.

I think the communication piece is important. It could be a 401K rollover, let the CPA know that that's going to be reflected on the tax return. - JonWhat to Know for This Year's Tax Filings

The key to a smooth tax filing process is to stay organized and communicate with your tax professional. Learn a few key insights, including how to potentially lower your tax liability in your investments by better controlling your capital gains. Understand how your financial advisor and CPA can work together to optimize your tax opportunities.*

Relevant Resources:

https://www.marketwatch.com/economy-politics/calendar

Important Disclosures

*Morton Brown is neither a law firm nor a certified public accounting firm and no presentation, post, or portion of any podcast content should be construed as legal or accounting advice.

Connect with Your Hosts:

Cody Demmel on LinkedIn

Sean Roth on LinkedIn

Jon Kerstetter on LinkedIn