Path to Abundant Living

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.

You've worked so hard to achieve success and the wealth that comes along with it. For many people in this position, they look to travel as a means of enjoying that wealth and creating long-lasting memories for them and their families.

On the latest episode of Path to Abundant Living, Matt and Scott are joined by Cindy Gonzalex, Owner & Designer at Theory of Travel, for a great conversation surrounding her efforts to create custom curated travel experiences and eliminate the hassle of vacation planning for you.

Cindy shares some fantastic travel strategies, as well as her top destinations she's sending individuals and families these days. You don't want to miss this fun episode!

Timecodes:

0:06 - Introduction and overview on the topic of the day

3:00 - Travel is an important item for many affluent families and individuals

5:00 - Cindy joins the show and describes Theory of Travel

6:50 - Cindy's process on getting to know her clients and curating a custom travel experience

8:39 - Steering her clients toward one destination versus another

10:20 - Educating her clients on what unique travel opportunities exist

12:18 - Cindy's ideal clients

16:38 - Safety concerns when traveling to exotic locations

20:16 - Cindy's top 3 destinations in 2023

24:08 - Additional travel tips and considerations

26:19 - Ryan's experience using a concierge vacation planning service

28:00 - Scott's experience having to cancel a vacation due to Covid-19

31:55 - 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.

If you’re a business owner who decides to sell or transition the ownership of your business, do you know what your next move will be? For some entrepreneurs who want to stay part of the business world they know so well, becoming an independent consultant can be a new stage in their entrepreneurial lives.

On the latest episode of Path to Abundant Living, we’re taking a look at some key issues involved in transitioning from being a business owner to being a business consultant.

Timecodes:

0:06 - Introduction and overview on the topic of the day

2:03 - The trend of business owners becoming consultants

3:22 - The benefits of becoming a consultant

4:47 - Being a consultant can smooth the transition into retirement

6:09 - What you should be aware of when becoming a consultant

7:56 - You need to have a plan in place when transitioning into your consultancy career

10:06 - How to physically land the consultancy gig

12:08 - This isn't going to be an easy process overall

14:52 - Why did you sell your business in the first place?

16:23 - How to get in touch with Matt and Scott to discuss this further

17:45 - 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.

We all want to achieve our goals and help the people we care about most reach their objectives. However, we’re not always certain about the best way to make that happen!

On the latest installment of Path to Abundant Living, we’re examining how the idea of positive thinking, while helpful, can actually hold you back if you don’t augment it with a smart action plan.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:39 - Positive thinking sounds great in theory

2:32 - The downside of positive thinking

4:07 - What research on positive thinking tells us

6:30 - An example of taking a positive action step forward

7:55 - You need to do the work!

10:01 - How you can be more focused and effective when achieving your goals

12:21 - Task switching and advice for staying on track

14:35 - How you can get in touch with Matt and Scott's team

15:55 - 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.

The people you know can play a big part in the amount of success you achieve in business and in life. But for contacts to be important and valuable to that success, you need to develop powerful relationships with them that get results for all involved.

On the latest episode of Path to Abundant Living, we’re exploring some key ways to make that happen!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:25 - "It's not what you know. It's who you know."

2:32 - What highly successful people are doing to connect with others

4:16 - How to get others on board with the passion that you radiate?

6:31 - Your actions should be giving and taking within your relationships

8:25 - Profit can be a major motivator, so provide economic glue in your relationships

9:54 - Trust is pivotal within developing these relationships

11:30 - How to build trust quickly

14:00 - How to get in touch with Matt and Scott

17:15 - 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.

There’s no shortage of goals that we want to achieve for ourselves, our loved ones, and even our communities. But defining meaningful goals and pursuing them intelligently is a big challenge for many of us.

On the latest episode of Path to Abundant Living, we’re looking at some ways we can develop a clear vision for our lives, translate that vision into actionable objectives, and go after those goals with gusto.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:28 - Why goal setting is such an important facet of life

2:16 - Tips for developing goals

3:19 - You want to be extremely clear when setting your goals

4:15 - The first step within intelligent goal setting

5:53 - You need to use a SWOT analysis when setting goals

7:32 - Take the low-hanging fruit

9:13 - An appropriate number of goals to be working on

11:02 - Issues that arise when people pursue their goals

13:02 - How you can get in touch with Matt and Scott

14:00 - 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.

As we age, many of us will experience cognitive decline, maybe minor, but perhaps major.

On the latest episode of Path to Abundant Living, we’re looking at some ways to potentially safeguard your assets from wealth-destroying mental money mistakes before that time comes.

Here’s a look at how to do it!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:38 - We don't want to think about losing our mental edge

2:47 - These are important conversations to begin having

4:22 - Start planning efforts as early as you can

5:50 - The steps people should be considering while they're still mentally sharp

7:24 - You should be open about your wishes

10:20 - The formal documents and legal steps you should be considering

13:02 - The common mistakes that can be made during this time

16:02 - How you can get in touch with Matt and Scott

17:30 - 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.

While divorce rates in the U.S. have generally been falling for some time, the sad fact is that many marriages don’t work out.

On this episode of Path to Abundant Living, we’re examining ideas and options for protecting financial assets in the event that a marriage, yours or that of a loved one, ends in divorce.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:50 - Divorce is an outcome that should be factored into wealth planning efforts

3:17 - Misconceptions around prenups and planning ahead for them

5:36 - How asset protection strategies vary from state to state

6:48 - Transmutation risk

8:50 - The prenuptial agreement

11:25 - What the typical prenup offers

13:03 - Less complex strategies that you can implement

15:50 - How you can get in touch with Matt and Scott

17:10 - 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.

We’re living longer than ever these days! That means our wealth may need to see us through what could be an extremely lengthy retirement. This can sometimes be a double-edged swrod scenario.

On the latest installment of Path to Abundant Living, we’re exploring how an increasingly important aspect of wealth management, called longevity planning, can potentially help position our finances for the long haul.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:50 - Living longer is a double-edged sword

3:10 - How wealth managers are addressing these issues

5:15 - How wealth management is being used to ensure their wealth is well-positioned

7:45 - Concierge medicine and how it plays a role within wealth management

10:20 - Longevity planning should take estate planning into account

11:25 - The issues that pop up within estate planning in this moment

13:16 - What you should be discussing with your trusted advisors

14:47 - Where to begin with putting solutions in place

16:20 - How to get in touch with Matt and Scott

17:10 - 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.

Business owners want to better understand their clients so they can serve them exceptionally well and grow their enterprise. And while surveys, market research and other tools can be key parts of that effort, there’s another smart marketing strategy that too many entrepreneurs overlook.

On the latest episode of Path to Abundant Living, we're diving into the surprising value of utilizing a client advisory board!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - The twist on a traditional approach

2:54 - What does a client-focused board of advisors does and how they operate

5:11 - Why this board is valuable to you and your business

6:30 - The results associated with a top-tier client advisory board

9:35 - The board should consist of your top clients

12:09 - How to ask your client to be a part of this board

14:13 - How you can get in touch with Matt and Scott

16:00 - 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 advisors truly know their clients, as people and not just numbers on a paper, they can better help them achieve their financial and other goals.

In the latest episode of Path to Abundant Living, Matt and Scott are exploring the value associated with having advisors that are truly client-centric, as well as how you can identify if your current advisor takes a client-centric approach.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - How wealth management has changed to become more client-centric overall

2:30 - The steps wealth managers are taking to understand their clients on a deeper level

3:33 - What a thorough discovery process looks like

6:40 - An example of detailed discovery process and the key areas it identifies

9:28 - Your assets are just one small component of a much bigger picture

13:29 - Identifying your values is a complex process

15:40 - How you can get in touch with Matt and Scott to go through their discovery process

16:55 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn