Path to Abundant Living

By: Scott Morrison and Matt Nordmann
  • Summary

  • Welcome to Path to Abundant Living, where we address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success. Listen as Scott Morrison and Matt Nordmann, Managing Partners of Morrison, Nordmann & Associates, tap into their wealth of financial experience and address various strategies and services they utilize for their clients. So sit back, relax, and enjoy intriguing financial conversations that place you on path to abundant living and help you navigate the rest of your life.
    Copyright 2024 Scott Morrison and Matt Nordmann
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Episodes
  • Addressing Timely Topics and FAQ's with Matt and Scott
    Oct 31 2024

    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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    47 mins
  • Habits of The Top 1%: Timeless Lessons Learned From Sports Greatest Champions with Dr. Rick Jensen
    Sep 24 2024

    Matt and Scott welcome you back to another exciting episode of Path to Abundant Living. On this episode, we are joined by performance coach and sports psychologist, Dr. Rick Jensen. As a best selling author, public speaker, and expert coaching more than 30 grand slam championships, Dr. Rick has a wide breadth of transferable knowledge ready to let loose.

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

    Enjoy!

    Chapters:

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

    3:05 - Welcoming Dr. Rick Jensen

    5:40 - Deliberate Practice

    11:00 - Having The Right Want

    16:00 - The Importance of R&R

    18:30 - Weak Points and Strength

    19:30 - Tiger Woods

    25:30 - Sustaining a Strong Team Around You

    32:00 - Integrity

    37:10 - The Value of Advice

    43:00 - The Mental Impact on Skills

    47:00 - Ivan Lendl and the U.S Open...Anticipating Adversity

    52:00 - Key Takeaways

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

    55:25 - Closing remarks

    Connect with Scott Morrison and Matt Nordmann:

    Website

    LinkedIn

    Show more Show less
    57 mins
  • The Importance of Having a Family Brand with Melissa Smith
    Aug 27 2024

    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

    Show more Show less
    49 mins

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