34 episodes

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.

Path to Abundant Living Scott Morrison and Matt Nordmann

    • Business
    • 5.0 • 1 Rating

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.

    Protecting Your Legacy: The Importance of Estate Planning

    Protecting Your Legacy: The Importance of Estate Planning

    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

    • 49 min
    Cybersecurity Considerations From an Expert

    Cybersecurity Considerations From an Expert

    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

    • 46 min
    Know Your Numbers!

    Know Your Numbers!

    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

    • 44 min
    Charis Your Life and Be Fulfilled!

    Charis Your Life and Be Fulfilled!

    Join us in this enlightening episode as we sit down with Charis Santille, founder of Charis Your Life, a renowned organization dedicated to helping individuals achieve balance in their lives. In this thought-provoking conversation, Charis shares her insights and practical tips on how to cultivate a harmonious and well-rounded life in the midst of today's fast-paced world.
    Discover the importance of creating a balance between work, personal relationships, and self-care, as Charis draws upon her extensive experience in coaching and personal development. We delve into the challenges many of us face in juggling various aspects of our lives and explore effective strategies to maintain equilibrium.
    Chapters:
    0:00 - Introduction and overview on the topic and guest for today's show
    3:28 - Charis' backstory and her hot air balloon crash
    8:20 - Navigating emotional challenges and trauma
    11:33 - Emerging from trauma with a great passion for something important
    16:37 - How Charis works with entrepreneurs and professionals to navigate challenges
    21:01 - Struggling to accept compliments
    23:48 - Wrapping your identity into one thing and then that thing changes
    29:16 - Transitioning into retirement and the emotional challenges accompanying it
    36:02 - When to begin preparing yourself for a major life transition
    41:15 - How you can get in touch with Charis and learn more
    42:20 - Key takeaways for Ryan, Scott and Matt
    48:03 - Closing remarks
    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 51 min
    The Benefits of Concierge Medicine

    The Benefits of Concierge Medicine

    On the latest episode of Path to Abundant Living, we unravel the transformative world of Concierge Medicine with none other than Dr. Dan Carlin, the visionary Founder & CEO of World Clinic.
    Concierge Medicine, a paradigm shift in healthcare delivery, offers patients personalized, unhurried, and unparalleled access to their healthcare providers. Dr. Carlin, a trailblazer in this field, shares his invaluable insights and experiences, shedding light on the revolutionary changes Concierge Medicine brings to the healthcare landscape.
    Discover how Concierge Medicine redefines the patient-doctor relationship, fostering a more profound connection built on trust, time, and personalized attention.
    Chapters:
    0:00 - Introduction and overview on the topic of the day
    1:08 - Our most important asset is our pulse
    3:06 - Welcoming Dr. Dan Carlin onto the show
    4:14 - An overview on Dr. Carlin's background and the beginning of World Clinic
    8:32 - Our bodies are designed to respond to the workload we take on
    11:40 - Habits of a healthy lifestyle
    19:20 - The fear of the fall
    21:08 - Making consciousness decision to incorporate physical activity in your daily routine
    25:08 - The U.S. Healthcare system is in trouble
    30:19 - "I wish I had seen you three months ago"
    35:45 - The benefits of leveraging an executive physical
    38:10 - Where to learn more about World Clinic and Dr. Carlin's work
    40:39 - Key takeaways from Dr. Carlin
    47:30 - How to get in touch with Matt and Scott
    48:45 - Closing remarks

    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 49 min
    The Challenges of Real Estate in 2023

    The Challenges of Real Estate in 2023

    The real estate market has been rapidly changing over the last few years, and rising interest rates are making an impact on home purchases at large!
    On the latest episode of Path to Abundant Living, we're thrilled to welcome Brooks Warner, Co-Owner of the Mitten Home Team, to unpack a variety of pressing real estate questions, best practices when buying a home, and what you should be on the lookout for!
    Brooks' extensive experience in real estate will leave you with some helpful considerations, should you be interested in purchasing a home.
    Timecodes:
    0:06 - Introduction and overview on the topic of the day
    1:36 - Why we decided to invite Brooks onto the show
    4:20 - The rising interest rates in today's day and age
    6:54 - "Reverting to the mean"
    11:33 - Navigating tricky situations when a client believes their home is worth more
    13:48 - What people can be doing to add value to their home before selling
    20:48 - How neighbors can enter the picture when selling your team
    25:11 - Instances where Brooks is both the buyer's and seller's agent
    30:24 - Where Brooks believes interest rates will go in the future
    35:20 - How to get in touch with Brooks and his team
    36:14 - Closing remarks and parting thoughts

    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 42 min

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