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Podcast: Path to Abundant Living

We address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success.
Featured: Newest Episode
Episode 4 | August 16, 2021

Should You Be An Executor?

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 the latest installment of Path to Abundant Living, Scott and Matt address a new topic, surrounding the roles and responsibilities of an executor.

24:35

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Episode 4 | August 16, 2021

Should You Be An Executor?

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 the latest installment of Path to Abundant Living, Scott and Matt address a new topic, surrounding the roles and responsibilities of an executor.

24:35
Episode 3 | July 19, 2021

Preparing Heirs for Their Inheritance

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 the latest installment of Path to Abundant Living, Scott and Matt explore the complex nature surrounding inheritances.

26:33
Episode 2 | June 8, 2021

What Makes a Good Wealth Manager Great?

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 the second installment of Path to Abundant Living, Matt and Scott explore the key ingredient missing within most wealth managers and why affluent individuals should be demanding more out of their financial planning professional. It’s no secret that the affluent have access to the top financial professionals, who possess the highest levels of financial acumen attainable.

25:04
Episode 1 | May 24, 2021

An Overview on Stress Testing

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 the inaugural episode of Path to Abundant Living, we introduce you to Scott Morrison and Matt Nordmann, Managing Partners of Morrison, Nordmann & Associates, as they shed light on one of the most important financial conversations of all - the stress testing process.

29:45
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