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

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

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

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.

Estate planning isn't just about distributing assets; it's about ensuring your legacy lives on according to your wishes. Joined by Jack Weyers, Estate Planning Attorney at Family and Elder Law of Mid-Michigan, we discuss the fundamental components of estate planning, from drafting wills and trusts to designating beneficiaries and establishing healthcare directives. Our guest sheds light on the common misconceptions surrounding estate planning and highlight why it's crucial for individuals of all ages and financial backgrounds.

Throughout the conversation, we'll uncover the potential pitfalls of neglecting estate planning and the legal complexities that can arise without proper preparation. From minimizing tax burdens to protecting family members and business interests, our experts will provide invaluable insights into the multifaceted aspects of estate planning.

Enjoy!

Chapters:

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

2:11 - Welcoming Jack Weyers onto the show

4:00 - Why Jack feels compelled to orchestrate estate plans for families

7:34 - Some success stories in helping to avoid estate-related issues

11:22 - The key areas someone should be reviewing within their estate plan

16:58 - Do you need a trust?

21:50 - How Jack counsels families and navigates challenging wealth-related discussions

26:05 - Navigating situations where there were multiple marriages

31:42 - The picture hanging in Jack's office

36:26 - What an initial meeting with Jack and his team looks like

40:20 - How to get in touch with Jack and his team

42:28 - The key takeaways from today's episode

47:20 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

48:40 - 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.

On the latest installment of Path to Abundant Living, we delve into the crucial realm of cybersecurity with none other than Cheyenne Harden, the visionary Owner & CEO of Cyber Protect LLC. With the digital landscape evolving at an unprecedented pace, the importance of cybersecurity has become more paramount than ever before.

Join us as we sit down with Cheyenne to unravel the complexities of cybersecurity in today's interconnected world. From the rising threat of cyber attacks to the indispensable measures needed to safeguard our digital assets, Cheyenne provides invaluable insights garnered from years of experience at the forefront of cybersecurity innovation.

Through engaging anecdotes and expert analysis, Cheyenne sheds light on the evolving nature of cyber threats, emphasizing the need for proactive strategies to mitigate risks and fortify defenses. Whether you're a seasoned tech enthusiast or a curious novice, this episode promises to deepen your understanding of cybersecurity and its pivotal role in safeguarding our digital frontier.

Chapters:

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

1:44 - How Matt and Scott met Cheyenne and his team

3:45 - Cheyenne's background and how he got involved in cybersecurity

7:21 - Statistics on the number of cyber criminals existing in today's day and age

12:39 - Strategies that you can implement to reinforce your cybersecurity efforts

16:14 - Best practices when it comes to passwords

22:20 - Leveraging a password manager and developing an effective pass phrase

27:53 - How we can stay up to date on the next new scam

32:52 - Reviewing the security measures in place with various internet browsers

39:09 - How to get in touch with Cheyenne and his team to learn more

41:40 - The key takeaways from today's episode

45:29 - 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.

On the latest episode of Path to Abundant Living, we sit down with the visionary Chris Johnson, Founder of On Target Living, to delve deep into the world of holistic well-being. Join us as we explore the crucial importance of living a healthy lifestyle and discover how Chris's organization is revolutionizing the way people approach their well-being.

Chris Johnson is not just a health expert; he's a passionate advocate for empowering individuals to achieve their full potential through sustainable and balanced living. In this interview, we uncover the core principles of On Target Living and the transformative impact it has had on countless lives.

Chapters:

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

1:28 - The intersection of wealth and health

4:40 - Why Matt calls Chris the "Super Action Figure"

7:45 - Your health is your greatest asset

13:23 - Knowing your numbers and which ones are most important

17:01 - What it means to be "living your life on target"

21:16 - Actionable steps you can be doing today to start living healthier

30:11 - Focus on the source. What nutrients do you really need?

36:03 - The story of Chris' father and how he left an impact on Chris

39:00 - The key takeaways from the conversation with Chris

43:02 - How to get in touch with Matt and Scott

43:50 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn