Podcast

Path to Abundant Living

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.

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