Coffee With Katie

“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/[+] Show More

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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 [...]

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/[+] Show More

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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, [...]

In this episode of Coffee with Katie, Katie Brown challenges the conversation about money to expand it past its traditional return on investment, to discussing its "Return on Life." She ...encourages investors to ask themselves several key questions about what money represents to them, and to use those answers to guide their sense of personal security and financial wellbeing, and to fund their purpose.

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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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 [...]

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 - term insurance ...and permanent insurance - and the factors that go into determining its cost for you and your spouse. She also reviews the reasons to consider each one, as well as their key differences.

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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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 [...]

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 needs such as income replacement ...and liquidity, or to satisfy certain wants, such as legacy planning and a way to offset estate taxes. She explains the important role life insurance can play in a financial plan and why the bare minimum may not be enough.[+] Show More

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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 [...]

The third and final episode of this Coffee with Katie Investing Basics series discusses asset allocation. Katie Brown reviews the importance of diversification and when changes should and shouldn't be ...made to your investment mix.

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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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 [...]

In the second episode of this Coffee with Katie Investing Basics series, Katie Brown discusses the high-level differences between a stock and a bond. She highlights the benefits and risks ...associated with each. She also briefly covers mutual funds and exchange traded funds.

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/[+] Show More

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