When everything seems to be at an all-time high, including stocks, housing, gold, and even money market balances, it can feel like the “good old days.” But what do you do when things are this good? In this episode, Dennis Morton and Katie Brown explore how optimism and pessimism shape investor behavior, what it means to move from a position of strength, and why these moments of abundance are the best times to plan intentionally for what’s next.

“Regardless of what I think is going to happen tomorrow, recognizing where we're at today—let’s make the best of it.” – Katie Brown

Key Moments

00:01:00 – Everything’s at an all-time high

00:02:28 – Remembering past “good old days”

00:05:11 – Couples and conflicting money mindsets

00:07:35 – Redefining “enough”

00:10:14 – Staying proactive, not paralyzed

00:11:46 – Gifting from a position of confidence

00:16:50 – Avoiding “I wish we’d done this sooner”

Links & Resources

• Looking for guidance in your financial journey? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5
• Listen on your favorite podcast app: https://simply-why.captivate.fm/listen

Connect with Katie & Dennis:

• Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
• Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
• Subscribe for more: https://www.mortonbrownfw.com/subscribe/
• Give feedback: [email protected]

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/