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Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Addressing Timely Topics and FAQ's with Matt and Scott

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Manage episode 447837046 series 2930316
Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 447837046 series 2930316
Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

41 episodes

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