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.

Join Matt and Scott as they chat with Melissa Smith, founder of Family Brand. Learn how to transform family cultures and create relationships that last and grow together. Learn how the to harness values and ingrain them in your family for generations to come.

This and more on this episode of Path to Abundant Living.

Enjoy!

Chapters:

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

1:40 - The Butterfly Effect of a Family Brand

4:00 - Melissa's Story

9:30 - Grown Children and Legacy

15:00 - How to Prioritize Family and Successful Traits

20:30 - Smiths Are Adventurous

24:00 - Family Brand Wall

29:40 - Creating Buy-In

35:30 - Scott's Experience with At-Risk Youth

37:10 - Why Estate Transitions can Fail

42:00 - Matt and Scott's Takeaways

47:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

47:45 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

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.

When making investment decisions, it can be easy to simply see the numbers and what's right in front of you. A great team of advisors will expand your visions to see all the potential and unexpected savings that could be made if your accounts are setup for success in the time frame you need them to deliver by.

Tax loss harvesting is one of these unexpected methods to save big when it really counts. On today's episode, Matt and Scott examine the method of tax loss harvesting as well as separately managed accounts so you can be best informed when the time comes.

Enjoy!

Chapters:

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

3:00 - The Low Cost Distraction

5:00 - How Fund Managers Control Exposure

9:30 - Is It Too Late to Tax Loss Harvest?

12:00 - How Does Tax Loss Harvesting Work?

15:30 - How to Prepare as an Individual

20:00 - The Hidden Tax Fee

22:00 - Fund Managers Don't Work for Free

25:30 - Spreading Gains Out

28:10 - Virtual Family Office

29:40 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

30:40 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

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.

A good financial planner plans your future for you. A great financial planner guides you with careful experience to the right decisions for you. This guidance shouldn't be concrete. It should be ever evolving based on the challenge in front of you. Just like a caddy advising their player on a challenging hole, so does a great financial planner advise their client.

On today's episode, we are pleased to welcome on the podcast Russ Holden, CEO of Caddy for a Cure.

Caddy For A Cure is a dream-turned reality for Russ Holden, program CEO. It was Russ’s touch with Fanconi Anemia in the summer of 1993 that ultimately sparked a passion and the fire to start Caddy For A Cure, developing it into the program that it is today.

Holden has been a PGA of America Class A golf professional since 1985 and had the great fortune of being the Head Golf Professional at Woodfield Country Club in Boca Raton, FL. During his time at Woodfield, Holden befriended resident and two-time Masters Champion, Bernhard Langer. From this friendship, Russ began working on the PGA TOUR, caddying both full- and part-time for the German Hall of Fame golfer from 1991 until 2006.

After twenty two highly successful seasons on the PGA TOUR and with the support of virtually all of its players, the Caddy For A Cure concept continues to grow.

Enjoy!

Chapters:

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

3:05 - Welcoming Russ Holden onto the show

7:00 - What Makes a Great Caddy

9:44 - Accepting Responsibility, Bernhard Langer's Example

12:00 - Christian's Story and Fanconi Anemia

13:40 - The Birth of Caddy for a Cure

16:40 - Serving Veterans

21:25 - A Family Charity for Families

28:00 - Flying with The Blue Angels

31:20 - How to Support Caddy for a Cure

32:40 - The Impact of Loving On Our Vets

35:48 - The key takeaways from today's episode

41:00 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

41:45 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn