Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Smart Money Moves to Make While You're Still Mentally Sharp

19:21
 
Share
 

Manage episode 354613082 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.

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

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 354613082 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.

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

  continue reading

41 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play