Podcast: Path to Abundant Living

We address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success.
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

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Episode 3 | July 19, 2021

Preparing Heirs for Their Inheritance

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 the latest installment of Path to Abundant Living, Scott and Matt explore the complex nature surrounding inheritances.

26:33
Episode 2 | June 8, 2021

What Makes a Good Wealth Manager Great?

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 the second installment of Path to Abundant Living, Matt and Scott explore the key ingredient missing within most wealth managers and why affluent individuals should be demanding more out of their financial planning professional. It’s no secret that the affluent have access to the top financial professionals, who possess the highest levels of financial acumen attainable.

25:04
Episode 1 | May 24, 2021

An Overview on Stress Testing

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 the inaugural episode of Path to Abundant Living, we introduce you to Scott Morrison and Matt Nordmann, Managing Partners of Morrison, Nordmann & Associates, as they shed light on one of the most important financial conversations of all - the stress testing process.

29:45
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