Path to Abundant Living

Scott Morrison and Matt Nordmann
  • 5.0 (1)
  • Entrepreneurship
  • Updated Monthly

Welcome to Path to Abundant Living, where we address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success. Listen as Scott Morrison and Matt Nordmann, Managing Partners of Morrison Nordmann, tap into their wealth of financial experience and address various strategies and services they utilize for their clients. So sit back, relax, and enjoy intriguing financial conversations that place you on path to abundant living and help you navigate the rest of your life.

  1. Sep 8

    Growing Up in Business: Lessons From the Next Generation (Feat: Kyle Sherrow)

    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

  2. Aug 10

    When Smart Family Businesses Know They Can't Do It Alone

    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

  3. Jul 13

    Should TikTok Be Managing Your Retirement?

    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

  4. Jun 16

    Answering Your Questions: Protecting Wealth in a Time of Uncertainty

    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 protectionWhether cash and short-term yields are becoming too attractive to ignoreThe risks and opportunities surrounding AI-driven market growthHow business owners and families can prepare the next generation for wealthWhy values-based investing continues to gain momentumHow to maintain purchasing power in an inflationary environmentThe 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

  5. May 12

    Redefining Wealth Management for Business Owners (Feat: Andree Mohr)

    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

  6. Apr 15

    From Success to Significance: Rethinking the Exit (Feat: Micah Brandenburg & Elise Brandenburg, Legendary Exits)

    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

  7. Mar 25

    Rebuilding Employer Healthcare from the Ground Up (Feat: Lee Lewis)

    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

  8. Jan 28

    Investing When the Rules Keep Changing (Feat: Adam Butler)

    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

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About

Welcome to Path to Abundant Living, where we address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success. Listen as Scott Morrison and Matt Nordmann, Managing Partners of Morrison Nordmann, tap into their wealth of financial experience and address various strategies and services they utilize for their clients. So sit back, relax, and enjoy intriguing financial conversations that place you on path to abundant living and help you navigate the rest of your life.

Information

  • Creator
    Scott Morrison and Matt Nordmann
  • Years Active
    2021 - 2026
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Scott Morrison and Matt Nordmann
  • Show Website
    Path to Abundant Living