“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.
Coffee With Katie - Revisiting Your Balance Sheet
In her latest Coffee With Katie episode, Kathryn Brown discusses the importance of maintaining and consistently reviewing your personal Balance Sheet. Making confident financial decisions starts with knowing what you ...own and what you owe. Katie challenges viewers to keep it simple because fewer moving pieces equals LESS STRESS.
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
Coffee With Katie - Revisiting Your Balance Sheet
In her latest Coffee With Katie episode, Kathryn Brown discusses the importance of maintaining and consistently reviewing your personal Balance [...]
Coffee With Katie - Return on Life
In this episode of Coffee with Katie, Katie Brown challenges the conversation about money to expand it past its traditional return on investment, [...]
Coffee With Katie - Insurance Part 2 - Types of Primary Life Insurance
In her latest Coffee with Katie episode, Katie Brown follows up on her previous video on life insurance by discussing the two primary types of [...]
Life Insurance: Needs vs. Wants
In her latest Coffee with Katie episode, Katie Brown discusses four reasons why people invest in life insurance: Either to meet a distinct set of [...]
Investing Basics Part 3 - Asset Allocation
The third and final episode of this Coffee with Katie Investing Basics series discusses asset allocation. Katie Brown reviews the importance of [...]
Investing Basics Part 2 - Stocks vs. Bonds
In the second episode of this Coffee with Katie Investing Basics series, Katie Brown discusses the high-level differences between a stock and a [...]
1
of 4
Featured In
News 
Blog 
Podcasts 
Videos 
Subscribe