31 episodes

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 & Associates, 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.

Path to Abundant Living Scott Morrison and Matt Nordmann

    • Business
    • 5.0 • 1 Rating

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 & Associates, 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.

    Charis Your Life and Be Fulfilled!

    Charis Your Life and Be Fulfilled!

    Join us in this enlightening episode as we sit down with Charis Santille, founder of Charis Your Life, a renowned organization dedicated to helping individuals achieve balance in their lives. In this thought-provoking conversation, Charis shares her insights and practical tips on how to cultivate a harmonious and well-rounded life in the midst of today's fast-paced world.
    Discover the importance of creating a balance between work, personal relationships, and self-care, as Charis draws upon her extensive experience in coaching and personal development. We delve into the challenges many of us face in juggling various aspects of our lives and explore effective strategies to maintain equilibrium.
    Chapters:
    0:00 - Introduction and overview on the topic and guest for today's show
    3:28 - Charis' backstory and her hot air balloon crash
    8:20 - Navigating emotional challenges and trauma
    11:33 - Emerging from trauma with a great passion for something important
    16:37 - How Charis works with entrepreneurs and professionals to navigate challenges
    21:01 - Struggling to accept compliments
    23:48 - Wrapping your identity into one thing and then that thing changes
    29:16 - Transitioning into retirement and the emotional challenges accompanying it
    36:02 - When to begin preparing yourself for a major life transition
    41:15 - How you can get in touch with Charis and learn more
    42:20 - Key takeaways for Ryan, Scott and Matt
    48:03 - Closing remarks
    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 51 min
    The Benefits of Concierge Medicine

    The Benefits of Concierge Medicine

    On the latest episode of Path to Abundant Living, we unravel the transformative world of Concierge Medicine with none other than Dr. Dan Carlin, the visionary Founder & CEO of World Clinic.
    Concierge Medicine, a paradigm shift in healthcare delivery, offers patients personalized, unhurried, and unparalleled access to their healthcare providers. Dr. Carlin, a trailblazer in this field, shares his invaluable insights and experiences, shedding light on the revolutionary changes Concierge Medicine brings to the healthcare landscape.
    Discover how Concierge Medicine redefines the patient-doctor relationship, fostering a more profound connection built on trust, time, and personalized attention.
    Chapters:
    0:00 - Introduction and overview on the topic of the day
    1:08 - Our most important asset is our pulse
    3:06 - Welcoming Dr. Dan Carlin onto the show
    4:14 - An overview on Dr. Carlin's background and the beginning of World Clinic
    8:32 - Our bodies are designed to respond to the workload we take on
    11:40 - Habits of a healthy lifestyle
    19:20 - The fear of the fall
    21:08 - Making consciousness decision to incorporate physical activity in your daily routine
    25:08 - The U.S. Healthcare system is in trouble
    30:19 - "I wish I had seen you three months ago"
    35:45 - The benefits of leveraging an executive physical
    38:10 - Where to learn more about World Clinic and Dr. Carlin's work
    40:39 - Key takeaways from Dr. Carlin
    47:30 - How to get in touch with Matt and Scott
    48:45 - Closing remarks

    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 49 min
    The Challenges of Real Estate in 2023

    The Challenges of Real Estate in 2023

    The real estate market has been rapidly changing over the last few years, and rising interest rates are making an impact on home purchases at large!
    On the latest episode of Path to Abundant Living, we're thrilled to welcome Brooks Warner, Co-Owner of the Mitten Home Team, to unpack a variety of pressing real estate questions, best practices when buying a home, and what you should be on the lookout for!
    Brooks' extensive experience in real estate will leave you with some helpful considerations, should you be interested in purchasing a home.
    Timecodes:
    0:06 - Introduction and overview on the topic of the day
    1:36 - Why we decided to invite Brooks onto the show
    4:20 - The rising interest rates in today's day and age
    6:54 - "Reverting to the mean"
    11:33 - Navigating tricky situations when a client believes their home is worth more
    13:48 - What people can be doing to add value to their home before selling
    20:48 - How neighbors can enter the picture when selling your team
    25:11 - Instances where Brooks is both the buyer's and seller's agent
    30:24 - Where Brooks believes interest rates will go in the future
    35:20 - How to get in touch with Brooks and his team
    36:14 - Closing remarks and parting thoughts

    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 42 min
    Fly Into the Wind!

    Fly Into the Wind!

    It all began with Lieutenant Col. Dan Rooney’s flight home from his second tour of duty in Iraq. An F-16 fighter pilot in the Oklahoma Air National Guard, he became painfully aware of the realities families face when a loved one in uniform is fallen or disabled.
    Since that night, Lt Col Rooney has committed his life to rallying patriotic Americans and meeting sacrifice with hope through the Folds of Honor. Since 2007, they’ve provided life-changing scholarships to the spouses and children of America’s fallen or disabled military. And now, their mission expands to the families of America’s first responders.
    Since its birth, Folds of Honor has helped over 44,000 military and first responder families with nearly $200,000,000 in life changing scholarships. 
    Join us for a very special episode of Path to Abundant Living, where we discuss Folds of Honor, "going before you're ready," and some of the pivotal life experiences Dan Rooney has faced along his path.
    Timecodes:
    0:06 - Introduction and overview on the topic of the show
    1:45 - How Matt came to know Lt Col Dan Rooney
    4:30 - Welcoming Dan Rooney to the show
    6:21 - How Folds of Honor was developed during a moment of synchronicity
    9:58 - Scaling Folds of Honor and making a real impact
    18:37 - Dan's new book "Fly into the Wind" and the life lessons throughout
    24:13 - "Chair flying" and "Go before you're ready"
    28:13 - How someone can get involved with Folds of Honor and make a difference
    31:23 - Where the money donated to Folds of Honor goes exactly
    34:00 - How Dan was able to land Budweiser as a partner with Folds of Honor
    37:15 - What's on the horizon for Dan Rooney
    40:15 - Matt's overall impression of Dan Rooney and what he got out of the conversation
    43:30 - Ryan working on the Folds of Honor documentary several years ago
    46:20 - Closing remarks

    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 48 min
    The Power of Body Language and Nonverbal Communication

    The Power of Body Language and Nonverbal Communication

    In a world where words often fall short, understanding the subtle art of nonverbal communication can be a game-changer. From the tilt of a head to the twitches of a hand, our body language reveals more about our thoughts and emotions than we might realize.
    On the latest installment of Path to Abundant Living, we welcome Joe Navarro renowned author, speaker, and former FBI agent, to discuss his decades of expertise in deciphering the unspoken cues that shape our interactions.
    This episode is packed with helpful takeaways to improve your nonverbal communication skills!
    Timecodes:
    0:06 - Introduction and overview on the topic of the day
    1:30 - How Scott and Matt met Joe and became fascinated with his career
    3:34 - Welcoming Joe Navarro to the show
    5:31 - Getting "the edge" in negotiations
    10:12 - The power of nonverbal communication
    15:43 - The importance of 18 minutes
    22:46 - Presenting yourself in a more sideways manner when communicating with someone
    29:00 - "Listen to understand, rather than listen to reply"
    33:42 - How Joe can tell if someone is lying
    44:00 - How you can find Joe and his consulting work online
    48:00 - Matt's key takeaways from the conversation with Joe
    50:46 - Closing remarks

    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 53 min
    Seven Things You Should Do Right Now!

    Seven Things You Should Do Right Now!

    It's easy to drag your feet on making financial decisions. We're all guilty of it. However, indecision, or a lack of action, can be detrimental to your financial world and keep you from achieving the future goals you have in mind!
    On the latest episode of Path to Abundant Living, we're addressing seven items you can be doing right now to reinforce your financial world and put you on the path to abundant living.
    Timecodes:
    0:06 - Introduction and overview on the topic of the day
    1:39 - Why you should be addressing your Powers of Attorney now
    5:23 - It's never too early to consider estate planning efforts
    8:00 - Take a second look at your insurance coverages
    10:50 - Examine your specific assets and identify coverages from there
    14:23 - Pay yourself first
    20:21 - Have your end goal in mind
    24:23 - Have a mentor or guide to support you in achieving your goals
    27:28 - Assess your good and bad debt
    33:50 - Identify your legacy
    39:43 - Leverage a third party facilitator to help with legacy conversations
    42:36 - Living an amazing life of significance
    47:35 - How to get in touch with Matt and Scott
    48:34 - Closing remarks

    Connect with Scott Morrison and Matt Nordmann:
    Website
    LinkedIn

    • 49 min

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