Five Minute Finance

Five Minute Finance

Mike Morton, CFP®, RLP®, ChFC®

Episodes 203
Avg. Duration 25m
Activity Highly Active
Apple Rating 4.8 (22)
Since Feb 2021
Latest Episode Jun 2026

Publishing Details

Schedule
Every 2 Weeks
Format
Episodic
Consistency
84%
Hosting
feeds.captivate.fm

About This Podcast

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

Podcasting 2.0 Features

alternateEnclosure episode medium source transcript

Social Media

Explore Statistics

Recent Episodes

You Don’t Need A Side Hustle → You Need a Better Strategy

Jun 08, 2026 24m

Most people don’t need another side hustle; they need a smarter framework for building financial flexibility. This week, Matt and I explore the difference between true passive income and expensive…

AI Was Supposed to Save Time. Why Doesn’t It Feel Like It?

Jun 01, 2026 10m Bonus Transcript

AI promises efficiency, but what if the real effect is simply raising expectations rather than freeing time? Join Matt and I for this first ever BONUS Five Minute Finance that riffs off our latest…

AI Assistant ≠ AI Advisor - Use AI for What it is Good at and Leave the Rest to Humans

May 25, 2026 26m Transcript

AI is changing how people approach personal finance, but the smartest use isn’t asking it to make decisions; it’s using it to surface ideas, explain strategies, and help you ask better questions…

The Real Lesson After 200 Conversations About Money

May 11, 2026 30m Transcript

After 200 episodes, the biggest financial lesson is that success comes from structure—not complexity. Mike Morton and Matt Robison look back on the top ten most popular episodes in the past five…

Tax Planning vs. Tax Preparation - They Are NOT the Same Thing

Apr 27, 2026 29m Transcript

Most people think doing their taxes correctly is enough—but the real opportunity lies in planning ahead. Join CFP® Mike Morton and Matt Robison as they break down the critical difference between tax…

Why High Earners Still Feel Broke (And How to Fix It Without Cutting Everything)

Apr 13, 2026 27m Transcript

High earners often feel like they’re living paycheck to paycheck, but the real issue isn’t income—it’s visibility and alignment. As earnings increase, so do expenses and expectations, while savings…

Equity Compensation, Stock Options and RSUs: How to Make Smarter Decisions With Company Stock

Mar 30, 2026 30m Transcript

Company stock: one of the most confusing—and potentially valuable—parts of your compensation. From RSUs to ISOs and NSOs, learn what you actually own, how vesting and exercising work, and where…

Private Markets: Should You Go Beyond the Stock Market?

Mar 16, 2026 28m Transcript

In this episode of Five Minute Finance, Mike Morton and Matt Robison unpack the world of private assets—investments like private equity, private credit, and private real estate that aren’t traded on…

Navigating Tax Season: Top 10 Smart Saving Tips for 2026

Mar 02, 2026 26m Transcript

In this episode of Five Minute Finance, CFP® Mike Morton and Matt Robison walk through 10 smart tax-saving strategies for 2026, from maximizing retirement accounts and using HSAs to capital loss…

Are Index Funds Still Safe? S&P 500 Concentration Risk Explained

Feb 16, 2026 26m Transcript

You’ve been told index funds are safe — and they are. But what if your “diversified” portfolio is more concentrated than you realize? In this episode, Certified Financial Planner Mike Morton and Five…

How to Track Your Net Worth (and Why It Matters)

Jan 26, 2026 28m Transcript

Want a fast, simple way to feel more in control of your finances without budgeting apps or tracking every purchase? In this episode of Five Minute Finance, Mike Morton explains why tracking your net…

Five Simple Moves to Set Up Your Best Financial Year

Jan 12, 2026 22m Transcript

In this New Year’s episode of Five Minute Finance, Matt Robison and CFP® Mike Morton ditch the pressure to “optimize everything” and focus on five simple moves that can meaningfully improve your…

The Juggling Act: A Financial Guide for High-Achieving Parents

Dec 29, 2025 29m Transcript

In this episode of Five Minute Finance, Mike Morton and Matt Robison preview The Juggling Act: A Financial Guide for High-Achieving Parents, Mike’s new book due out in 2026. They offer a high-level…

Boost Family Values: Smart Charity Strategies using a Donor Advised Fund

Dec 15, 2025 27m Transcript

This week on Five Minute Finance, Mike Morton and host Matt Robison dive into end-of-year charitable giving—how to make it reflect your family’s values, how to simplify it with donor-advised funds,…

Parenting and Portfolios: Are Your Folks Making Costly Mistakes?

Dec 01, 2025 28m Transcript

Talking to your parents about money may be the most awkward conversation you ever have—right up there with “the talk” from your teenage years—but avoiding it can cost your family serious time,…

Worried about the Stock Market? Don't Forget about Your College Savings!

Nov 17, 2025 26m Transcript

In this episode of Five Minute Finance, Matt Robison and Mike Morton tackle the “when later becomes now” moment for parents approaching college costs. They explain how to review and adjust your 529…

Can Money Buy Happiness? Yes—But Not the Way You Think

Nov 03, 2025 28m Transcript

In this week’s Five Minute Finance, Matt Robison and Mike Morton explore whether money can really buy happiness, and what science says about it. From research on income thresholds to practical advice…

From Windfall to Wealth: Building a Lasting Financial Future

Oct 20, 2025 26m Transcript

Found money feels great, until it’s gone. In this episode of Five Minute Finance, Mike Morton and Matt Robison tackle the psychology and strategy of handling unexpected cash. From splitting your…

Learn the Secrets of Inherited IRAs: What are Smart Strategies?

Oct 06, 2025 25m Transcript

Got an inherited IRA, or think you might someday? On this episode of Five Minute Finance, Matt Robison and Certified Financial Planner Mike Morton give you the no-nonsense playbook. You’ll learn the…

More Money in Your Pocket: The Impact of the One Big Bill

Sep 22, 2025 29m Transcript

In this episode of Five Minute Finance, Mike Morton and Matt Robison unpack the latest tax legislation, the “One Big, Beautiful Bill.” They cover the most important updates, including permanent tax…

Frequently Asked Questions

How many episodes does Five Minute Finance have?

Five Minute Finance has published 203 episodes since February 2021, covering topics in Business, Education.

Is Five Minute Finance still active?

Five Minute Finance is currently highly active with new episodes every 2 weeks. Average episode length is 25m.

Similar Podcasts