Estate planning isn't just about distributing assets; it's about ensuring your legacy lives on according to your wishes. Joined by Jack Weyers, Estate Planning Attorney at Family and Elder Law of Mid-Michigan, we discuss the fundamental components of estate planning, from drafting wills and trusts to designating beneficiaries and establishing healthcare directives. Our guest sheds light on the common misconceptions surrounding estate planning and highlight why it's crucial for individuals of all ages and financial backgrounds.Throughout the conversation, we'll uncover the potential pitfalls of neglecting estate planning and the legal complexities that can arise without proper preparation. From minimizing tax burdens to protecting family members and business interests, our experts will provide invaluable insights into the multifaceted aspects of estate planning.Enjoy!Chapters:0:00 - Introduction and overview on the topic of the day2:11 - Welcoming Jack Weyers onto the show4:00 - Why Jack feels compelled to orchestrate estate plans for families7:34 - Some success stories in helping to avoid estate-related issues11:22 - The key areas someone should be reviewing within their estate plan16:58 - Do you need a trust? 21:50 - How Jack counsels families and navigates challenging wealth-related discussions26:05 - Navigating situations where there were multiple marriages31:42 - The picture hanging in Jack's office36:26 - What an initial meeting with Jack and his team looks like40:20 - How to get in touch with Jack and his team42:28 - The key takeaways from today's episode47:20 - How to get in touch with Matt and Scott for a deeper discussion on estate planning48:40 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

On the latest installment of Path to Abundant Living, we delve into the crucial realm of cybersecurity with none other than Cheyenne Harden, the visionary Owner & CEO of Cyber Protect LLC. With the digital landscape evolving at an unprecedented pace, the importance of cybersecurity has become more paramount than ever before.Join us as we sit down with Cheyenne to unravel the complexities of cybersecurity in today's interconnected world. From the rising threat of cyber attacks to the indispensable measures needed to safeguard our digital assets, Cheyenne provides invaluable insights garnered from years of experience at the forefront of cybersecurity innovation.Through engaging anecdotes and expert analysis, Cheyenne sheds light on the evolving nature of cyber threats, emphasizing the need for proactive strategies to mitigate risks and fortify defenses. Whether you're a seasoned tech enthusiast or a curious novice, this episode promises to deepen your understanding of cybersecurity and its pivotal role in safeguarding our digital frontier.Chapters:0:00 - Introduction and overview on the topic of the episode1:44 - How Matt and Scott met Cheyenne and his team3:45 - Cheyenne's background and how he got involved in cybersecurity 7:21 - Statistics on the number of cyber criminals existing in today's day and age12:39 - Strategies that you can implement to reinforce your cybersecurity efforts16:14 - Best practices when it comes to passwords22:20 - Leveraging a password manager and developing an effective pass phrase27:53 - How we can stay up to date on the next new scam32:52 - Reviewing the security measures in place with various internet browsers39:09 - How to get in touch with Cheyenne and his team to learn more41:40 - The key takeaways from today's episode45:29 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

On the latest episode of Path to Abundant Living, we sit down with the visionary Chris Johnson, Founder of On Target Living, to delve deep into the world of holistic well-being. Join us as we explore the crucial importance of living a healthy lifestyle and discover how Chris's organization is revolutionizing the way people approach their well-being.Chris Johnson is not just a health expert; he's a passionate advocate for empowering individuals to achieve their full potential through sustainable and balanced living. In this interview, we uncover the core principles of On Target Living and the transformative impact it has had on countless lives.Chapters:0:00 - Introduction and overview on the topic of the day1:28 - The intersection of wealth and health4:40 - Why Matt calls Chris the "Super Action Figure" 7:45 - Your health is your greatest asset13:23 - Knowing your numbers and which ones are most important17:01 - What it means to be "living your life on target"21:16 - Actionable steps you can be doing today to start living healthier30:11 - Focus on the source. What nutrients do you really need? 36:03 - The story of Chris' father and how he left an impact on Chris39:00 - The key takeaways from the conversation with Chris43:02 - How to get in touch with Matt and Scott43:50 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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 show3:28 - Charis' backstory and her hot air balloon crash8:20 - Navigating emotional challenges and trauma11:33 - Emerging from trauma with a great passion for something important16:37 - How Charis works with entrepreneurs and professionals to navigate challenges21:01 - Struggling to accept compliments 23:48 - Wrapping your identity into one thing and then that thing changes29:16 - Transitioning into retirement and the emotional challenges accompanying it36:02 - When to begin preparing yourself for a major life transition41:15 - How you can get in touch with Charis and learn more42:20 - Key takeaways for Ryan, Scott and Matt48:03 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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 day1:08 - Our most important asset is our pulse3:06 - Welcoming Dr. Dan Carlin onto the show4:14 - An overview on Dr. Carlin's background and the beginning of World Clinic8:32 - Our bodies are designed to respond to the workload we take on11:40 - Habits of a healthy lifestyle19:20 - The fear of the fall21:08 - Making consciousness decision to incorporate physical activity in your daily routine25:08 - The U.S. Healthcare system is in trouble30:19 - "I wish I had seen you three months ago"35:45 - The benefits of leveraging an executive physical38:10 - Where to learn more about World Clinic and Dr. Carlin's work40:39 - Key takeaways from Dr. Carlin 47:30 - How to get in touch with Matt and Scott48:45 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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 day1:36 - Why we decided to invite Brooks onto the show4:20 - The rising interest rates in today's day and age6:54 - "Reverting to the mean"11:33 - Navigating tricky situations when a client believes their home is worth more13:48 - What people can be doing to add value to their home before selling20:48 - How neighbors can enter the picture when selling your team25:11 - Instances where Brooks is both the buyer's and seller's agent30:24 - Where Brooks believes interest rates will go in the future35:20 - How to get in touch with Brooks and his team36:14 - Closing remarks and parting thoughtsConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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 show1:45 - How Matt came to know Lt Col Dan Rooney4:30 - Welcoming Dan Rooney to the show6:21 - How Folds of Honor was developed during a moment of synchronicity9:58 - Scaling Folds of Honor and making a real impact18:37 - Dan's new book "Fly into the Wind" and the life lessons throughout24:13 - "Chair flying" and "Go before you're ready"28:13 - How someone can get involved with Folds of Honor and make a difference31:23 - Where the money donated to Folds of Honor goes exactly34:00 - How Dan was able to land Budweiser as a partner with Folds of Honor37:15 - What's on the horizon for Dan Rooney40:15 - Matt's overall impression of Dan Rooney and what he got out of the conversation43:30 - Ryan working on the Folds of Honor documentary several years ago46:20 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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 day1:30 - How Scott and Matt met Joe and became fascinated with his career3:34 - Welcoming Joe Navarro to the show5:31 - Getting "the edge" in negotiations10:12 - The power of nonverbal communication15:43 - The importance of 18 minutes22:46 - Presenting yourself in a more sideways manner when communicating with someone29:00 - "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 online48:00 - Matt's key takeaways from the conversation with Joe50:46 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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 day1:39 - Why you should be addressing your Powers of Attorney now5:23 - It's never too early to consider estate planning efforts8:00 - Take a second look at your insurance coverages 10:50 - Examine your specific assets and identify coverages from there14:23 - Pay yourself first20:21 - Have your end goal in mind24:23 - Have a mentor or guide to support you in achieving your goals27:28 - Assess your good and bad debt33:50 - Identify your legacy39:43 - Leverage a third party facilitator to help with legacy conversations42:36 - Living an amazing life of significance 47:35 - How to get in touch with Matt and Scott48:34 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

On the latest episode of Path to Abundant Living, we're taking a different approach to our typical conversations. This time around, Matt and Scott are tackling some of the most pressing questions they've been receiving from their clients. As the financial landscape continues to evolve, it's crucial to stay informed and empowered to make well-informed decisions.Join Matt and Scott as they delve into the complex world of personal finance, providing invaluable insights and practical advice to help listeners navigate the uncertainties that come with managing their wealth. With their wealth of knowledge and experience, they aim to address the most common concerns and provide clarity on key financial topics.Timecodes:0:06 - Introduction and overview on the topic of the day1:29 - Questions surrounding the debt-ceiling 7:35 - How bad is inflation and where will it go from here? 13:28 - Are we headed towards a recession? 15:53 - Clarification surrounding the recent banks failing21:05 - The rising interest rates and how you're impacted24:30 - You need to be taking your estate planning efforts seriously27:28 - Moving towards a cashless society30:10 - Should I be moving my money to gold or crypto? 34:50 - Why it seems like no one is working anymore? 38:36 - Shirtsleeves to shirtsleeves in three generations45:18 - How you can get in touch with Matt and Scott46:00 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

While wealth is a primary focus on our podcast, we're taking a different approach today and examining the importance of health. Without a healthy lifestyle, your Path to Abundant Living could be quite short!On the latest episode of Path to Abundant Living, we welcome Chris Johnson, Founder & CEO of On Target Living, and Matt Johnson, President of On Target Living, to discuss their signature REST EAT MOVE system.As the company's Founder, Chris has become an international speaker, thought leader and best-selling author. He is on a mission to inspire people to take small steps to healthy living.Timecodes:0:06 - Introduction and overview on the topic of the day1:16 - How Matt and Scott met Chris Johnson of On Target Living3:10 - Background on Chris Johnson4:48 - How Chris launched On Target Living9:06 - What differentiates On Target Living from other health and fitness organizations11:27 - We're not truly taught the foundations of health in schools, which leads to medical illiteracy15:07 - Your "why" needs to be bigger than your "but"18:22 - How On Target Living impacts lives on a regular basis20:27 - How Matt came into the fold and began working with his Dad27:37 - Their passion for giving back and impacting someone's life32:45 - The challenges of working with family36:26 - What they enjoy most about running a family business40:32 - How their parents impacted their relationships with money44:55 - Farewell to Chris and Matt48:03 - Final takeaways and key considerations from this conversation51:28 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

On the latest episode of Path to Abundant Living, we're pleased to welcome Cindy Arledge to the show to discuss the increasingly popular topic of legacy planning!Cindy Arledge, MBA brings a fresh new approach to an age-old problem: how to transfer wealth without destroying your beneficiaries’ ambition and drive, and their relationships to each other.Motivated by the most painful experience of her life, losing a brother’s relationship over a shared inheritance, Cindy developed a process to help business owners preserve family relationships through emotional and financial storms.Cindy shares her unique insights into the world of legacy planning and gives us some considerations for our own futures. Timecodes:0:06 - Introduction and overview on the topic of the day1:23 - How Matt and Scott became acquainted with Cindy4:18 - Welcoming Cindy Arledge to the show6:35 - What is legacy planning? 9:55 - What Cindy enjoys the most about working in legacy planning11:45 - Working with tougher clients13:38 - There are 22 conditions that impact a family's ability to transfer wealth successfully17:23 - Values-driven conversations among families23:05 - It starts with knowing how to manage wealth27:26 - How her inheritance has impacted Cindy's relationship with money30:23 - Your "why" is incredibly important in this legacy planning process32:21 - Conduct a free risk audit with Cindy33:44 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

You've worked so hard to achieve success and the wealth that comes along with it. For many people in this position, they look to travel as a means of enjoying that wealth and creating long-lasting memories for them and their families. On the latest episode of Path to Abundant Living, Matt and Scott are joined by Cindy Gonzalex, Owner & Designer at Theory of Travel, for a great conversation surrounding her efforts to create custom curated travel experiences and eliminate the hassle of vacation planning for you. Cindy shares some fantastic travel strategies, as well as her top destinations she's sending individuals and families these days. You don't want to miss this fun episode!Timecodes:0:06 - Introduction and overview on the topic of the day3:00 - Travel is an important item for many affluent families and individuals5:00 - Cindy joins the show and describes Theory of Travel6:50 - Cindy's process on getting to know her clients and curating a custom travel experience8:39 - Steering her clients toward one destination versus another10:20 - Educating her clients on what unique travel opportunities exist12:18 - Cindy's ideal clients16:38 - Safety concerns when traveling to exotic locations20:16 - Cindy's top 3 destinations in 202324:08 - Additional travel tips and considerations26:19 - Ryan's experience using a concierge vacation planning service28:00 - Scott's experience having to cancel a vacation due to Covid-1931:55 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

If you’re a business owner who decides to sell or transition the ownership of your business, do you know what your next move will be? For some entrepreneurs who want to stay part of the business world they know so well, becoming an independent consultant can be a new stage in their entrepreneurial lives. On the latest episode of Path to Abundant Living, we’re taking a look at some key issues involved in transitioning from being a business owner to being a business consultant.Timecodes:0:06 - Introduction and overview on the topic of the day2:03 - The trend of business owners becoming consultants3:22 - The benefits of becoming a consultant4:47 - Being a consultant can smooth the transition into retirement6:09 - What you should be aware of when becoming a consultant7:56 - You need to have a plan in place when transitioning into your consultancy career10:06 - How to physically land the consultancy gig12:08 - This isn't going to be an easy process overall14:52 - Why did you sell your business in the first place? 16:23 - How to get in touch with Matt and Scott to discuss this further17:45 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

We all want to achieve our goals and help the people we care about most reach their objectives. However, we’re not always certain about the best way to make that happen! On the latest installment of Path to Abundant Living, we’re examining how the idea of positive thinking, while helpful, can actually hold you back if you don’t augment it with a smart action plan.Timecodes:0:06 - Introduction and overview on the topic of the day1:39 - Positive thinking sounds great in theory2:32 - The downside of positive thinking4:07 - What research on positive thinking tells us6:30 - An example of taking a positive action step forward7:55 - You need to do the work!10:01 - How you can be more focused and effective when achieving your goals12:21 - Task switching and advice for staying on track14:35 - How you can get in touch with Matt and Scott's team15:55 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

The people you know can play a big part in the amount of success you achieve in business and in life. But for contacts to be important and valuable to that success, you need to develop powerful relationships with them that get results for all involved. On the latest episode of Path to Abundant Living, we’re exploring some key ways to make that happen!Timecodes:0:06 - Introduction and overview on the topic of the day1:25 - "It's not what you know. It's who you know."2:32 - What highly successful people are doing to connect with others4:16 - How to get others on board with the passion that you radiate?6:31 - Your actions should be giving and taking within your relationships8:25 - Profit can be a major motivator, so provide economic glue in your relationships9:54 - Trust is pivotal within developing these relationships11:30 - How to build trust quickly14:00 - How to get in touch with Matt and Scott17:15 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

There’s no shortage of goals that we want to achieve for ourselves, our loved ones, and even our communities. But defining meaningful goals and pursuing them intelligently is a big challenge for many of us. On the latest episode of Path to Abundant Living, we’re looking at some ways we can develop a clear vision for our lives, translate that vision into actionable objectives, and go after those goals with gusto.Timecodes:0:06 - Introduction and overview on the topic of the day1:28 - Why goal setting is such an important facet of life2:16 - Tips for developing goals3:19 - You want to be extremely clear when setting your goals4:15 - The first step within intelligent goal setting5:53 - You need to use a SWOT analysis when setting goals7:32 - Take the low-hanging fruit9:13 - An appropriate number of goals to be working on11:02 - Issues that arise when people pursue their goals13:02 - How you can get in touch with Matt and Scott14:00 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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 day1:38 - 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 can5:50 - The steps people should be considering while they're still mentally sharp7:24 - You should be open about your wishes 10:20 - The formal documents and legal steps you should be considering13:02 - The common mistakes that can be made during this time16:02 - How you can get in touch with Matt and Scott17:30 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

While divorce rates in the U.S. have generally been falling for some time, the sad fact is that many marriages don’t work out. On this episode of Path to Abundant Living, we’re examining ideas and options for protecting financial assets in the event that a marriage, yours or that of a loved one, ends in divorce.Timecodes:0:06 - Introduction and overview on the topic of the day1:50 - Divorce is an outcome that should be factored into wealth planning efforts3:17 - Misconceptions around prenups and planning ahead for them5:36 - How asset protection strategies vary from state to state6:48 - Transmutation risk8:50 - The prenuptial agreement 11:25 - What the typical prenup offers13:03 - Less complex strategies that you can implement15:50 - How you can get in touch with Matt and Scott 17:10 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

We’re living longer than ever these days! That means our wealth may need to see us through what could be an extremely lengthy retirement. This can sometimes be a double-edged swrod scenario. On the latest installment of Path to Abundant Living, we’re exploring how an increasingly important aspect of wealth management, called longevity planning, can potentially help position our finances for the long haul.Timecodes:0:06 - Introduction and overview on the topic of the day1:50 - Living longer is a double-edged sword3:10 - How wealth managers are addressing these issues5:15 - How wealth management is being used to ensure their wealth is well-positioned7:45 - Concierge medicine and how it plays a role within wealth management10:20 - Longevity planning should take estate planning into account11:25 - The issues that pop up within estate planning in this moment13:16 - What you should be discussing with your trusted advisors14:47 - Where to begin with putting solutions in place16:20 - How to get in touch with Matt and Scott 17:10 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn