• Addressing Timely Topics and FAQ's with Matt and Scott

  • Oct 31 2024
  • Length: 47 mins
  • Podcast

Addressing Timely Topics and FAQ's with Matt and Scott

  • Summary

  • Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    In this insightful episode of Path To Abundant Living, hosts Matt Nordmann and Scott Morrison tackle some of the most pressing questions on everyone’s mind. From navigating market shifts to adapting financial strategies in unpredictable times, Matt and Scott share their expertise and candid insights on staying resilient and making informed decisions. They also respond to frequently asked questions, offering valuable perspectives to help listeners strengthen their path to financial well-being and abundant living. Whether you're a seasoned investor or new to financial planning, this episode provides actionable advice for everyone aiming to secure a prosperous future.

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    3:00 - Reactive vs. Proactive to Politcal Shifts

    5:20 - Election Time and Asset Allocation

    10:30 - Diversification and Inflation

    15:00 - What, Why and How

    19:00 - Housing Markets and Looking Back

    22:00 - Risk Tolerance and Goals with Apprehension

    28:00 - Estate Tax Law

    32:30 - Purchasing Power

    35:10 - Historical Returns and Confidence

    39:00 - Longevity and Income

    43:00 - Legacy and Longevity

    45:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

    46:20 - Closing remarks

    Connect with Scott Morrison and Matt Nordmann:

    Website

    LinkedIn

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