Smart Moves to Prepare for a Recession | THE FINANCIAL COMMUTE (Ep. 147)

In this episode of THE FINANCIAL COMMUTE, wealth advisors Sophie Leahy and Chris Galeski dive into one of the most common client questions:

“What should I do if we go into a recession?”

While no one can predict the next downturn, they walk through three key steps you can take to feel more confident, no matter what the economy throws your way.

Tune in if you're interested in…

• Knowing how a recession might impact you based on your life stage
• Learning the “three-bucket” approach to financial security
• Building a resilient investment strategy that prioritizes income
• Stress-testing your retirement plan for unexpected events
• Feeling more emotionally prepared for uncertainty

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Disclosures: This presentation is intended for educational purposes only and should not be relied on for investment recommendations. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many factors affect performance including changes in market conditions and interest rates and changes in response to other economic, political, or financial developments. There is no guarantee that an investor's investment objective will be achieved, and Morton Wealth makes no representations as to the actual composition or performance of any security or any client portfolio. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances

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