Stuck in financial paralysis?

Dennis and Katie are back! Kicking off 2025, they’re diving into the mindset shifts that can make all the difference in your financial life. In this episode of Simply Why, Dennis Morton and Katie Brown explore the challenges of financial decision-making, especially when feelings of uncertainty or analysis paralysis take over. They discuss why successful investing isn’t just about skill—it’s about discipline, awareness, and adaptability. By shifting your focus to long-term goals and embracing the natural flow of financial planning, you can navigate change with confidence and clarity.

Dennis and Katie also highlight the deeper connections between financial well-being and other aspects of life. They share personal stories and insights on how financial planning is not just about numbers—it’s about aligning money with purpose to create a fulfilling future. Whether you’re preparing for retirement or simply looking for more confidence in your financial decisions, this conversation offers a fresh perspective on what it means to truly find flow in your financial life.

• 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
• Book Mentioned: How to Retire by Christine Benz – A practical guide to retirement planning, including the non-financial aspects of transitioning into this stage of life.

• Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
• Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
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• Give feedback: info@mortonbrownfw.com

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