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Path to Abundant Living

Written by: Scott Morrison and Matt Nordmann
  • Summary

  • 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.
    Copyright 2024 Scott Morrison and Matt Nordmann
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Episodes
  • Protecting Your Legacy: The Importance of Estate Planning
    Apr 8 2024

    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

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    49 mins
  • Cybersecurity Considerations From an Expert
    Mar 27 2024

    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


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    47 mins
  • Know Your Numbers!
    Mar 13 2024

    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

    Show more Show less
    45 mins

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