Login

Podcast: Path to Abundant Living

We address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success.
Featured: Newest Episode
Episode 49 | June 16, 2026

Answering Your Questions: Protecting Wealth in a Time of Uncertainty

Markets are shifting. Inflation remains top of mind. Political uncertainty is growing. And investors everywhere are asking the same question:How do I protect my wealth without losing sight of long-term goals?In this episode of Path to Abundant Living, we tackle some of the most pressing financial and investing questions people are asking today—from market volatility and inflation to family wealth, tax efficiency, AI-driven investing, and preparing the next generation for financial responsibility.This conversation explores the emotional and strategic realities investors face in uncertain environments, including:How to think about diversification and downside protectionWhether cash and short-term yields are becoming too attractive to ignoreThe risks and opportunities surrounding AI-driven market growthHow business owners and families can prepare the next generation for wealthWhy values-based investing continues to gain momentumHow to maintain purchasing power in an inflationary environmentThe role taxes, debt, and long-term planning play in preserving wealthRather than reacting emotionally to headlines, this episode focuses on helping investors build perspective, discipline, and long-term clarity.Whether you’re navigating market uncertainty, planning for retirement, or thinking about your family’s financial future, this episode provides practical insight into protecting and growing wealth in a rapidly changing world.Chapters:00:00 - Introduction02:16 - How Do I Talk to My Kids About Family Wealth?06:03 - Am I Still on Track for Retirement?12:11 - Should Elections Change My Investment Strategy?19:53 - Can My Investments Reflect My Values?23:01 - Tax Strategies Every Investor Should Understand30:41 - Will Inflation Ever Feel Normal Again?36:07 - Pay Off Debt or Invest More?40:20 - Why Not Move Everything to Cash?41:44 - Is AI Creating a Market Bubble?45:17 - The National Debt: What Comes Next?50:30 - Final Takeaways

51:10

Podcasts

Results: 48
Sort by: Newest
Episode 48 | May 12, 2026

Redefining Wealth Management for Business Owners (Feat: Andree Mohr)

What does wealth management look like when it’s truly built for business owners?In this episode of Path to Abundant Living, we sit down with Andree Mohr, President of Integrated Partners, to explore how the wealth management industry is evolving—and why traditional models often fall short for entrepreneurs.Andree shares her journey into the industry and the vision she’s now leading at Integrated, where the focus is on delivering a more coordinated, proactive, and deeply integrated experience for clients—especially business owners navigating complex financial decisions.At the center of the conversation is a powerful idea: business-owner transitions can’t be solved in silos.

44:57
Episode 47 | April 15, 2026

From Success to Significance: Rethinking the Exit (Feat: Micah Brandenburg & Elise Brandenburg, Legendary Exits)

What does it really mean to exit your business and your identity?In this episode of Path to Abundant Living, we sit down with Micah Brandenburg and Elise Brandenburg of Legendary Exits to explore a topic that most business owners avoid until it’s too late: what happens after the exit.Micah Brandenburg is the founder of Legendary Exits, a business exit advisory firm based in Greenville, SC.

57:08
Episode 46 | March 25, 2026

Rebuilding Employer Healthcare from the Ground Up (Feat: Lee Lewis)

Employer-sponsored healthcare covers more than 150 million Americans — yet costs continue to rise, outcomes remain inconsistent, and employee experience often falls short.In this episode of Path to Abundant Living, Matt Nordmann sits down with Lee Lewis, Chief Strategy Officer of the Health Transformation Alliance, to examine what’s fundamentally broken in employer healthcare — and what it would take to rebuild it from the ground up.Drawing from his experience advising Fortune 10 employers, launching two dozen health-benefit startups, and helping shape open-source employer benefits strategy through Health Rosetta, Lee offers a candid look at why decades of “cost containment” haven’t worked.

01:00:18
Episode 45 | January 28, 2026

Investing When the Rules Keep Changing (Feat: Adam Butler)

In this episode of Path to Abundant Living, host Matt Nordmann sits down with Adam Butler, Chief Investment Officer at ReSolve Asset Management, for a wide-ranging conversation on how investing has evolved in a world where the old rules no longer apply.Drawing on more than two decades of experience across multiple market regimes, Adam shares how lessons from the 2008 financial crisis reshaped his thinking around risk, diversification, and portfolio construction.

01:05:37
Episode 44 | December 10, 2025

Raising Kids in a Complex World: Peaceful Parenting in Family Enterprises (Feat: Dr. Teri Rouse)

In this episode of Path to Abundant Living, we sit down with Dr. Teri Rouse—an early and behavior interventionist, autism and reading specialist, international speaker, and creator of the REAL Peaceful Parenting Framework. With more than 30 years of experience working with children, parents, and educators, Dr.

51:55
Episode 43 | November 24, 2025

Medicine with Meaning: The Community Doctor’s Approach to Care (Feat: Dr. Kimberly Ku)

In this episode of Path to Abundant Living, we sit down with Dr. Kimberly Ku, a Triple-Board Certified physician in Oncology, Hematology, and Internal Medicine, whose approach to care goes far beyond clinical expertise. Dr. Ku shares her journey of becoming a true community doctor—someone who treats not just illness, but the emotional realities that patients and their families carry with them.Together, we explore the human side of caregiving, including what it means to support a loved one through uncertainty, how empathy strengthens patient outcomes, and why authentic connection is one of the most powerful tools in medicine.

56:05
Episode 42 | September 24, 2025

Bridging Business and Government: Advocacy for Michigan’s Retailers (Feat: Drew Beardslee)

In this episode of Path to Abundant Living, we sit down with Drew Beardslee, Vice President of Government Affairs at the Michigan Retailers Association (MRA). Drew shares his journey into advocacy, the responsibilities that come with representing thousands of retailers across Michigan, and why political engagement is crucial for every business owner.We explore the pressing issues facing Michigan retailers today—rising labor costs, supply chain challenges, energy prices, and regulatory hurdles—and how the MRA works to balance the needs of large and small businesses, urban and rural communities, and brick-and-mortar versus e-commerce.Drew also highlights the power of member voices in shaping legislation, the success stories of retailers influencing policy, and the statewide Buy Nearby program, which helps shoppers strengthen local economies.Whether you’re a retailer, entrepreneur, or simply curious about how business and government intersect, this conversation sheds light on the importance of advocacy for Michigan’s economic future.Chapters:0:00 - Introduction3:35 - Drew's background and role with the MRA7:02 - Why should a business care about politics?15:53 - How Drew makes sure all businesses are represented21:20 - How are customers impacted by this advocacy24:28 - Your politicians want the vote!30:23 - Key takeaways34:45 - Closing remarks

36:44
Episode 41 | June 30, 2025

The Chancellor’s Chair: Lessons From Leading a University (Feat: Victor J. Boschini Jr.)

In this inspiring and insightful episode of Path to Abundant Living, we sit down with Victor Boschini, Chancellor Emeritus of Texas Christian University (TCU), to reflect on more than two decades of transformative leadership in higher education. From his unexpected journey to the chancellor’s office to the lasting legacy he leaves behind, Boschini shares candid stories, hard-earned lessons, and heartfelt advice for students, parents, and future university leaders alike.We explore his thoughts on the evolving role of AI in education, the importance of balancing academics with athletics, and what it truly means to lead with vision and compassion.

44:33
Episode 40 | January 6, 2025

Where Self and Understanding Intersect with Steven Sisler

In this transformative episode of Path to Abundant Living, we’re joined by Steven Sisler, renowned author and behavioral analysis expert, to delve into the power of understanding human behavior.Discover how greater self-awareness and a deeper understanding of those around you can enhance relationships, productivity, and personal growth.

50:26
Book a Call Today
Contact Us