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. Dr. Ku offers a grounded, compassionate perspective on navigating the hardest moments families face, reminding us that healing happens through relationship, presence, and understanding.

This heartfelt conversation provides insight for anyone caring for others—professionally or personally—and highlights how community, empathy, and emotional awareness can shape a more abundant path forward.

Chapters:

0:00 - Introduction

4:08 - What does it mean to be a "community doctor"

14:45 - Actively listening to the concerns of patients

20:30 - What "abundance" looks like to Dr. Ku

29:49 - We're all patients

43:16 - Dr. Ku's hope for the future of healthcare

48:34 - Key takeaways from the conversation

54:00 - Closing remarks

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 - Introduction

3:35 - Drew's background and role with the MRA

7:02 - Why should a business care about politics?

15:53 - How Drew makes sure all businesses are represented

21:20 - How are customers impacted by this advocacy

24:28 - Your politicians want the vote!

30:23 - Key takeaways

34:45 - Closing remarks

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. Chancellor Boschini also opens up about what he'll miss most, what he looks forward to in his new role, and even weighs in on some lighter topics—like his cameo in a viral TCU mascot video and his preference between The Far Side and Peanuts.

Whether you're connected to the world of academia or simply seeking wisdom on purposeful leadership and change, this episode offers valuable takeaways on navigating life with intention and heart.

Chapters:

0:00 - Introduction

1:45 - Becoming Chancellor of TCU

6:00 - Living on-campus in 2025

14:25 - Advice for new students entering college

24:27 - Participating in a viral video with the basketball team

32:15 - Navigating the dynamics of being a student-athlete

38:35 - Key takeaways

43:00 - Closing remarks

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. Steven introduces the groundbreaking HumanAcumen Assessment Platform—a tool built on 18 years of behavioral research and consultation—to help you unlock insights that may change how you see yourself and others forever.

Listen as we explore strategies on gaining clarity about your own behavioral patterns, building stronger, more meaningful connections with loved ones and colleagues, and the science and benefits of pattern recognition in human behavior.

Chapters:

0:00 - Introduction

3:58 - Steven's interest in behavior

11:25 - The willingness to be open-minded

25:24 - Staying present and in-the-moment

34:45 - The impact of Steven's work

41:50 - Find Steven online

46:24 - Closing remarks

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 this insightful episode of Path To Abundant Living, hosts Matt Nordmann and Scott Morrison tackle some of the most pressing questions on everyone’s mind. From navigating market shifts to adapting financial strategies in unpredictable times, Matt and Scott share their expertise and candid insights on staying resilient and making informed decisions. They also respond to frequently asked questions, offering valuable perspectives to help listeners strengthen their path to financial well-being and abundant living. Whether you're a seasoned investor or new to financial planning, this episode provides actionable advice for everyone aiming to secure a prosperous future.

Chapters:

0:00 - Introduction and overview on the topic of the day

3:00 - Reactive vs. Proactive to Politcal Shifts

5:20 - Election Time and Asset Allocation

10:30 - Diversification and Inflation

15:00 - What, Why and How

19:00 - Housing Markets and Looking Back

22:00 - Risk Tolerance and Goals with Apprehension

28:00 - Estate Tax Law

32:30 - Purchasing Power

35:10 - Historical Returns and Confidence

39:00 - Longevity and Income

43:00 - Legacy and Longevity

45:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

46:20 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

Matt and Scott welcome you back to another exciting episode of Path to Abundant Living. On this episode, we are joined by performance coach and sports psychologist, Dr. Rick Jensen. As a best selling author, public speaker, and expert coaching more than 30 grand slam championships, Dr. Rick has a wide breadth of transferable knowledge ready to let loose.

This and more on this episode of Path to Abundant Living.

Enjoy!

Chapters:

0:00 - Introduction and overview on the topic of the day

3:05 - Welcoming Dr. Rick Jensen

5:40 - Deliberate Practice

11:00 - Having The Right Want

16:00 - The Importance of R&R

18:30 - Weak Points and Strength

19:30 - Tiger Woods

25:30 - Sustaining a Strong Team Around You

32:00 - Integrity

37:10 - The Value of Advice

43:00 - The Mental Impact on Skills

47:00 - Ivan Lendl and the U.S Open...Anticipating Adversity

52:00 - Key Takeaways

47:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

55:25 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

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.

Join Matt and Scott as they chat with Melissa Smith, founder of Family Brand. Learn how to transform family cultures and create relationships that last and grow together. Learn how the to harness values and ingrain them in your family for generations to come.

This and more on this episode of Path to Abundant Living.

Enjoy!

Chapters:

0:00 - Introduction and overview on the topic of the day

1:40 - The Butterfly Effect of a Family Brand

4:00 - Melissa's Story

9:30 - Grown Children and Legacy

15:00 - How to Prioritize Family and Successful Traits

20:30 - Smiths Are Adventurous

24:00 - Family Brand Wall

29:40 - Creating Buy-In

35:30 - Scott's Experience with At-Risk Youth

37:10 - Why Estate Transitions can Fail

42:00 - Matt and Scott's Takeaways

47:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

47:45 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

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.

When making investment decisions, it can be easy to simply see the numbers and what's right in front of you. A great team of advisors will expand your visions to see all the potential and unexpected savings that could be made if your accounts are setup for success in the time frame you need them to deliver by.

Tax loss harvesting is one of these unexpected methods to save big when it really counts. On today's episode, Matt and Scott examine the method of tax loss harvesting as well as separately managed accounts so you can be best informed when the time comes.

Enjoy!

Chapters:

0:00 - Introduction and overview on the topic of the day

3:00 - The Low Cost Distraction

5:00 - How Fund Managers Control Exposure

9:30 - Is It Too Late to Tax Loss Harvest?

12:00 - How Does Tax Loss Harvesting Work?

15:30 - How to Prepare as an Individual

20:00 - The Hidden Tax Fee

22:00 - Fund Managers Don't Work for Free

25:30 - Spreading Gains Out

28:10 - Virtual Family Office

29:40 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

30:40 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

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.

A good financial planner plans your future for you. A great financial planner guides you with careful experience to the right decisions for you. This guidance shouldn't be concrete. It should be ever evolving based on the challenge in front of you. Just like a caddy advising their player on a challenging hole, so does a great financial planner advise their client.

On today's episode, we are pleased to welcome on the podcast Russ Holden, CEO of Caddy for a Cure.

Caddy For A Cure is a dream-turned reality for Russ Holden, program CEO. It was Russ’s touch with Fanconi Anemia in the summer of 1993 that ultimately sparked a passion and the fire to start Caddy For A Cure, developing it into the program that it is today.

Holden has been a PGA of America Class A golf professional since 1985 and had the great fortune of being the Head Golf Professional at Woodfield Country Club in Boca Raton, FL. During his time at Woodfield, Holden befriended resident and two-time Masters Champion, Bernhard Langer. From this friendship, Russ began working on the PGA TOUR, caddying both full- and part-time for the German Hall of Fame golfer from 1991 until 2006.

After twenty two highly successful seasons on the PGA TOUR and with the support of virtually all of its players, the Caddy For A Cure concept continues to grow.

Enjoy!

Chapters:

0:00 - Introduction and overview on the topic of the day

3:05 - Welcoming Russ Holden onto the show

7:00 - What Makes a Great Caddy

9:44 - Accepting Responsibility, Bernhard Langer's Example

12:00 - Christian's Story and Fanconi Anemia

13:40 - The Birth of Caddy for a Cure

16:40 - Serving Veterans

21:25 - A Family Charity for Families

28:00 - Flying with The Blue Angels

31:20 - How to Support Caddy for a Cure

32:40 - The Impact of Loving On Our Vets

35:48 - The key takeaways from today's episode

41:00 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

41:45 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

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.

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