Path to Abundant Living

What do you learn about business when you grow up watching it from the inside?

Long before Kyle Sherrow joined Morrison Nordmann as an Associate Wealth Advisor, he had a front-row seat to entrepreneurship. Growing up around his family's business meant seeing more than the successes. He saw the long hours, financial responsibility, difficult decisions, sacrifices, and persistence required to build something of your own.

Now, as Kyle begins a career serving families and business owners himself, those experiences are taking on new meaning.

In this episode of Path to Abundant Living, Matt Nordmann and Scott Morrison introduce Kyle and explore the experiences that have shaped his perspective on work, money, service, and success.

Kyle reflects on the discipline he developed as a college soccer player, what years in hospitality taught him about genuinely caring for people, and why his generation's unprecedented access to financial information hasn't necessarily made financial decisions any easier.

The conversation also explores the relationship between business-owning parents and the next generation. What do owners wish their children understood about what it took to build the business? How much should families talk about money, estate planning, and what the future may hold? And how can those conversations prepare the next generation without creating a sense of entitlement?

It's an introduction to the newest member of Morrison Nordmann, but also a conversation about the lessons we inherit, the values we carry forward, and what one generation can learn from another.

Chapters:

00:00 Meet Kyle Sherrow

02:40 What College Athletics Taught Kyle About Success

08:10 Money, Information & the Next Generation

10:39 Why Kyle Chose Wealth Management

15:16 What It Means to Genuinely Serve Someone

18:03 Growing Up in a Family Business

22:10 The Sacrifices Behind Business Ownership

25:02 Lessons About Work, Money & Success

27:28 What Business Owners Want Their Kids to Understand

29:15 Talking to the Next Generation About Wealth & Estate Planning

31:54 The Professional Kyle Hopes to Become

35:36 Welcoming Kyle to Morrison Nordmann

Building a successful family business takes vision, resilience, and years of hard work. But as businesses grow, so do the challenges that come with them.

At some point, every business owner reaches a crossroads where experience alone isn't enough. Whether it's preparing for succession, navigating family dynamics, planning for growth, or protecting the wealth the business has created, the right outside perspective can make all the difference.

In this episode of Path to Abundant Living, Matt Nordmann and Scott Morrison discuss why the strongest family businesses aren't defined by doing everything themselves—they're defined by knowing when to bring trusted advisors into the conversation.

Together, they explore the value of coordinated advice, the role of a Virtual Family Office, and why collaboration among attorneys, CPAs, financial advisors, and other specialists often leads to better outcomes than working in isolation.

Whether you're a first-generation entrepreneur or part of a multi-generational family enterprise, this conversation offers practical insights into building a business—and a legacy—that can thrive for generations.

Chapters:

0:00 Introduction

2:08 Why Every Family Business Eventually Needs Outside Advice

6:41 The Biggest Mistake Business Owners Make

11:57 Knowing When You've Outgrown Doing It Alone

17:43 Why Trusted Advisors Create Better Decisions

23:36 Building an Advisory Team Instead of Working in Silos

29:18 The Power of a Virtual Family Office

35:04 Succession Planning Before It's Too Late

41:12 Navigating Family Dynamics and Difficult Conversations

46:47 Preparing the Next Generation of Leadership

51:36 Protecting Both Your Business and Your Legacy

55:28 Final Thoughts

Social media has fundamentally changed how people consume information—and increasingly, how they make financial decisions.

From viral investing tips and cryptocurrency predictions to influencers promising overnight wealth, millions of investors now look to platforms like TikTok, Instagram, YouTube, and Facebook for financial guidance. The surprising reality? It's not just younger investors. Even affluent families are turning to social media as part of their decision-making process.

In this episode of Path to Abundant Living, Matt Nordmann and Scott Morrison explore the growing influence of social media on investing and ask an important question: Where should education end and financial advice begin?

Together, they discuss why intelligent people are drawn to confident voices online, the psychological traps created by algorithms, and how comparison culture can quietly undermine even well-designed financial plans. They also examine why some financial creators genuinely educate while others simply entertain, and what every investor should do before acting on investment advice found online.

Whether you're just beginning your financial journey or managing significant family wealth, this conversation offers practical guidance on filtering information, avoiding emotional decision-making, and building confidence through thoughtful planning rather than viral headlines.

Chapters:

0:00 Introduction

1:52 Why Social Media Has Become a Financial Advisor

6:18 Education vs. Entertainment: Knowing the Difference

11:27 Can You Trust Financial Influencers?

17:04 The Psychology Behind Viral Financial Advice

23:15 Red Flags Every Investor Should Recognize

29:42 FOMO, Market Hype & Emotional Investing

35:28 How to Evaluate Financial Information Online

40:36 Why Personal Financial Advice Still Matters

46:11 Building a Long-Term Investment Mindset

50:47 Final Thoughts

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 protection
• Whether cash and short-term yields are becoming too attractive to ignore
• The risks and opportunities surrounding AI-driven market growth
• How business owners and families can prepare the next generation for wealth
• Why values-based investing continues to gain momentum
• How to maintain purchasing power in an inflationary environment
• The role taxes, debt, and long-term planning play in preserving wealth

Rather 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 - Introduction

02:16 - 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 Understand

30:41 - 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

What does wealth management look like when it’s truly built for business owners?

In this episode of Path to Abundant Living, we sit down with Andree Mohr, President of Integrated Partners, to explore how the wealth management industry is evolving—and why traditional models often fall short for entrepreneurs.

Andree shares her journey into the industry and the vision she’s now leading at Integrated, where the focus is on delivering a more coordinated, proactive, and deeply integrated experience for clients—especially business owners navigating complex financial decisions.

At the center of the conversation is a powerful idea: business-owner transitions can’t be solved in silos. From tax strategy to financial planning to exit readiness, Andree explains why a fragmented approach leads to missed opportunities—and how Integrated’s CPA Alliance and private wealth platform aim to solve that challenge.

We also dive into the mindset of business owners approaching a liquidity event, the critical role of trusted advisors before, during, and after a sale, and what it takes to truly become the advisor of choice during one of the most important moments in a client’s life.

Whether you’re an advisor, a business owner, or someone thinking about the future of wealth management, this episode offers a fresh perspective on where the industry is headed—and what it takes to deliver better outcomes.

Chapters:

0:00 - Introduction

2:08 - Background on Integrated Partners

4:00 - Andree's path into wealth management

8:21 - Being named President in 2024

13:16 - Collaboration for business owner's benefit

21:30 - The gap in the marketplace

29:03 - The Virtual Family Office model

35:31 - A favorite book of Andree's

38:00 - How to contact Integrated Partners

39:45 - Key takeaways

42:56 - Closing remarks

What does it really mean to exit your business and your identity?

In this episode of Path to Abundant Living, we sit down with Micah Brandenburg and Elise Brandenburg of Legendary Exits to explore a topic that most business owners avoid until it’s too late: what happens after the exit.

Micah Brandenburg is the founder of Legendary Exits, a business exit advisory firm based in Greenville, SC. A Certified Exit Planning Advisor (CEPA) and appointee to the SBA’s Thrive Program, Micah helps privately-held business owners maximize company valuations and execute successful ownership transitions. He is joined by his wife Elise Brandenburg, Head of Partnerships at Legendary Exits.

Micah and Elise bring a unique perspective to exit planning—one that goes far beyond valuation and deal structure. Drawing on backgrounds in finance, entrepreneurship, and advisory, they challenge the traditional notion that selling your business is purely a financial transaction. Instead, they frame it as one of the most personal and defining transitions of an entrepreneur’s life.

This conversation dives into the critical distinction between a life of success and a life of significance—and why that difference matters more than ever when planning your exit. From the emotional realities founders often underestimate, to the costly mistakes that can impact both quality of life and company value, this episode offers a new lens on what it means to truly prepare.

You’ll also hear practical insights on when exit planning should begin, the most common misconceptions business owners have, and the key levers that can dramatically increase the value of a company before a sale.

Whether you’re years away from an exit or already thinking about your next chapter, this episode will challenge you to think deeper, plan earlier, and define success on your own terms.

For more information, visit LegendaryExits.com.

Chapters:

0:00 - Introduction

1:49 - Your exit is inevitable

4:01 - The mission behind Legendary Exits

12:00 - Understanding your identity

18:24 - Looking ahead to a life of significance

32:20 - Pushback from business owners

34:33 - Working with your spouse

42:43 - Advice for those spinning their wheels

49:00 - "Everyone has a plan until you get hit in the face"

54:50 - Closing remarks

Employer-sponsored healthcare covers more than 150 million Americans — yet costs continue to rise, outcomes remain inconsistent, and employee experience often falls short.

In this episode of Path to Abundant Living, Matt Nordmann sits down with Lee Lewis, Chief Strategy Officer of the Health Transformation Alliance, to examine what’s fundamentally broken in employer healthcare — and what it would take to rebuild it from the ground up.

Drawing from his experience advising Fortune 10 employers, launching two dozen health-benefit startups, and helping shape open-source employer benefits strategy through Health Rosetta, Lee offers a candid look at why decades of “cost containment” haven’t worked. The conversation explores misconceptions among CFOs, the realities of healthcare innovation, overhyped trends, and the structural forces driving costs beyond inflation.

Matt and Lee also discuss the future: Will employer-sponsored healthcare still exist in 20 years? Where is meaningful disruption most likely to emerge? And how will AI and predictive analytics reshape benefits strategy?

This episode challenges leaders to think beyond incremental savings and consider what true transformation requires.

Chapters:

0:00 - Introduction

3:36 - The core issue within healthcare benefits

13:12 - Understanding and leveraging your data

19:33 - Be ruthless with your efficiency

27:30 - Building better benefits for your employees

40:53 - The future of healthcare benefits

52:24 - Connect with Lee on LinkedIn

55:00 - Key takeaways

58:20 - Closing remarks

In this episode of Path to Abundant Living, host Matt Nordmann sits down with Adam Butler, Chief Investment Officer at ReSolve Asset Management, for a wide-ranging conversation on how investing has evolved in a world where the old rules no longer apply.

Drawing on more than two decades of experience across multiple market regimes, Adam shares how lessons from the 2008 financial crisis reshaped his thinking around risk, diversification, and portfolio construction. The discussion explores common misconceptions about quantitative investing, the challenges of designing portfolios that can withstand both inflationary and deflationary environments, and why diversification can feel broken precisely when it’s needed most.

Matt and Adam also look ahead—examining how structural changes in monetary policy, growing political and economic instability, and the rapid advancement of artificial intelligence are altering the signals investors rely on. The result is a thoughtful, forward-looking conversation for investors seeking resilient, adaptive strategies in an increasingly uncertain global landscape.

Chapters:

0:00 - Introduction

3:54 - How the 2008 market cycle shaped modern day investing

8:57 - Moving from qualitative to quant investing practices

22:17 - Investing to address inflation and deflationary times

31:13 - Our investing toolset has expanded

39:10 - The hardest part of investing for many investors

44:49 - The impact of AI on modern day investing strategies

53:47 - How to model risk when there isn't historical data

1:00:23 - Key takeaways

1:04:18 - Closing remarks

In this episode of Path to Abundant Living, we sit down with Dr. Teri Rouse—an early and behavior interventionist, autism and reading specialist, international speaker, and creator of the REAL Peaceful Parenting Framework. With more than 30 years of experience working with children, parents, and educators, Dr. Teri has dedicated her career to empowering families to create calmer homes and more confident kids.

Together, we explore the challenges facing parents today—especially those raising children inside the unique dynamics of a family enterprise. Dr. Teri shares insights from her life, her bestselling books, and her coaching work to help families navigate overwhelm, reconnect with their values, and build environments where both children and parents can thrive.

Whether you’re leading a business, raising a family, or balancing both, this conversation offers practical tools and heartfelt encouragement for finding more peace at home and greater harmony in your family’s future.

Chapters:

0:00 - Introduction

2:50 - Dr. Rouse's background and dealing with "those kids"

9:45 - The REAL Peaceful Parenting Framework

16:30 - Dealing with wealth within families

24:03 - Creating a safe space for difficult conversations

33:43 - Finding someone who can lovingly help you out of your comfort zone

42:11 - Key takeaways from the conversation

50:18 - How to connect with Scott and Matt

51:03 - Closing remarks

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