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.
We’re living longer than ever these days! That means our wealth may need to see us through what could be an extremely lengthy retirement. This can sometimes be a double-edged swrod scenario.
On the latest installment of Path to Abundant Living, we’re exploring how an increasingly important aspect of wealth management, called longevity planning, can potentially help position our finances for the long haul.
0:06 – Introduction and overview on the topic of the day
1:50 – Living longer is a double-edged sword
3:10 – How wealth managers are addressing these issues
5:15 – How wealth management is being used to ensure their wealth is well-positioned
7:45 – Concierge medicine and how it plays a role within wealth management
10:20 – Longevity planning should take estate planning into account
11:25 – The issues that pop up within estate planning in this moment
13:16 – What you should be discussing with your trusted advisors
14:47 – Where to begin with putting solutions in place
16:20 – How to get in touch with Matt and Scott
17:10 – Closing remarks
Connect with Scott Morrison and Matt Nordmann: