Episode 9

full
Published on:

25th Jan 2022

Path to Abundant Living - Episode 9 (A Wall Around Your Wealth)

Being wealthy and successful is great in many ways, but it can put a target on your back for frivolous lawsuits. Asset protection planning can help you better safeguard your wealth.

In the latest installment of Path to Abundant Living, Matt and Scott explore some foundational asset protection strategies that you may want to consider.

Matt and Scott are routinely having these conversations with their clients to put them on their own path to abundant living, while also building a proverbial wall around their wealth. So sit back, relax, and enjoy another thought-provoking conversation!

Timecodes:

0:07 - Introduction and overview on topic of the day

1:47 - What is asset protection and who needs it?

4:15 - People don't often have adequate asset protection plans in place

5:42 - How someone should start this process of getting an asset protection plan in place

6:50 - What should your asset protection plan entail and address?

9:00 - Next-level asset protection strategies to consider

11:10 - Utilize the right team for your asset protection plan!

12:57 - The mistakes Matt and Scott often see on asset protection plans

16:26 - How to get in touch with Matt and Scott to discuss asset protection for yourself

18:45 - Closing remarks


Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

Show artwork for Path to Abundant Living

About the Podcast

Path to Abundant Living
What got you here, won't get you there
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.