Path to Abundant Living

Scott Morrison and Matt Nordmann

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. read less
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Episodes

Charis Your Life and Be Fulfilled!
Feb 12 2024
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 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
The Benefits of Concierge Medicine
Dec 11 2023
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 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
Fly Into the Wind!
Sep 12 2023
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 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
Living Your Life On Target! (Feat: Chris and Matt Johnson)
May 4 2023
Living Your Life On Target! (Feat: Chris and Matt Johnson)
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
Legacy Planning for You and Your Family (Feat: Cindy Arledge)
Apr 12 2023
Legacy Planning for You and Your Family (Feat: Cindy Arledge)
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
Traveling to a Life of Significance with Cindy Gonzalez
Feb 24 2023
Traveling to a Life of Significance with Cindy Gonzalez
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