Shows
Path to Abundant LivingThe Chancellor's Chair: Lessons From Leading a University (Feat: Victor J. Boschini Jr.)In this inspiring and insightful episode of Path to Abundant Living, we sit down with Victor Boschini, Chancellor Emeritus of Texas Christian University (TCU), to reflect on more than two decades of transformative leadership in higher education. From his unexpected journey to the chancellor’s office to the lasting legacy he leaves behind, Boschini shares candid stories, hard-earned lessons, and heartfelt advice for students, parents, and future university leaders alike.We explore his thoughts on the evolving role of AI in education, the importance of balancing academics with athletics, and what it truly means to lead with vi...2025-06-3044 minPath to Abundant LivingWhere Self and Understanding Intersect with Steven SislerIn this transformative episode of Path to Abundant Living, we’re joined by Steven Sisler, renowned author and behavioral analysis expert, to delve into the power of understanding human behavior.Discover how greater self-awareness and a deeper understanding of those around you can enhance relationships, productivity, and personal growth. Steven introduces the groundbreaking HumanAcumen Assessment Platform—a tool built on 18 years of behavioral research and consultation—to help you unlock insights that may change how you see yourself and others forever.Listen as we explore strategies on gaining clarity about your own behavioral patterns, building strong...2025-01-0650 minPath to Abundant LivingAddressing Timely Topics and FAQ's with Matt and ScottSecurities 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 this insightful episode of Path To Abundant Living, hosts Matt Nordmann and Scott Morrison tackle some of the most pressing questions on everyone’s mind. From navigating market shifts to adapting financial strategies in unpredictable times, Matt and Scott share their expertise and candid insights on staying resilient and making informed decisions. They also respond to frequently asked questions, offering valuable pe...2024-10-3147 minPath to Abundant LivingHabits of The Top 1%: Timeless Lessons Learned From Sports Greatest Champions with Dr. Rick JensenMatt and Scott welcome you back to another exciting episode of Path to Abundant Living. On this episode, we are joined by performance coach and sports psychologist, Dr. Rick Jensen. As a best selling author, public speaker, and expert coaching more than 30 grand slam championships, Dr. Rick has a wide breadth of transferable knowledge ready to let loose.This and more on this episode of Path to Abundant Living.Enjoy!Chapters:0:00 - Introduction and overview on the topic of the day3:05 - Welcoming Dr. Rick Jensen5:40...2024-09-2456 minPath to Abundant LivingThe Importance of Having a Family Brand with Melissa SmithSecurities 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.Join Matt and Scott as they chat with Melissa Smith, founder of Family Brand. Learn how to transform family cultures and create relationships that last and grow together. Learn how the to harness values and ingrain them in your family for generations to come. This and more on this episode of Path to Abundant Living.Enjoy!...2024-08-2748 minPath to Abundant LivingSeparately Managed Accounts and Tax Loss HarvestingSecurities 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.When making investment decisions, it can be easy to simply see the numbers and what's right in front of you. A great team of advisors will expand your visions to see all the potential and unexpected savings that could be made if your accounts are setup for success in the time frame you need them to deliver by.Tax loss...2024-07-2432 minPath to Abundant LivingCaddy for a Cure with Russ HoldenSecurities 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.A good financial planner plans your future for you. A great financial planner guides you with careful experience to the right decisions for you. This guidance shouldn't be concrete. It should be ever evolving based on the challenge in front of you. Just like a caddy advising their player on a challenging hole, so does a great financial planner advise their client.2024-06-1842 minPath to Abundant LivingProtecting Your Legacy: The Importance of Estate Planning with Jack WeyersSecurities 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.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...2024-04-0849 minPath to Abundant LivingCybersecurity Considerations From an Expert with Cheyenne HardenSecurities 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.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...2024-03-2746 minPath to Abundant LivingKnow Your Numbers! (Feat: Chris Johnson)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.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...2024-03-1344 minPath to Abundant LivingCharis Your Life and Be Fulfilled! (Feat: Charis Santillie)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.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...2024-02-1251 minPath to Abundant LivingThe Benefits of Concierge Medicine with Dr. Dan CarlinSecurities 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.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...2023-12-1149 minPath to Abundant LivingThe Challenges of Real Estate in 2023 with Brooks WarnerSecurities 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.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...2023-10-2442 minPath to Abundant LivingFly Into the Wind! (Feat: Lt. Col. Dan Rooney)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.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 pa...2023-09-1248 minPath to Abundant LivingThe Power of Body Language and Nonverbal Communication with Former FBI Agent Joe NavarroSecurities 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 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...2023-08-0353 minPath to Abundant LivingSeven Things You Should Do Right Now!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.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...2023-06-2349 minPath to Abundant LivingClient Questions Answered!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.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...2023-06-0747 minPath to Abundant LivingLiving Your Life On Target! (Feat: Chris and Matt Johnson)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.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...2023-05-0453 minPath to Abundant LivingLegacy Planning for You and Your Family (Feat: Cindy Arledge)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.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 th...2023-04-1241 minPath to Abundant LivingTraveling to a Life of Significance (Feat: Cindy Gonzalez)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.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...2023-02-2435 minPath to Abundant LivingFrom Owner to Consultant: Your Retirement Career!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.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 Pa...2023-01-2519 minPath to Abundant LivingTurn Positive Thinking Into Focused ActionSecurities 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.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 augm...2022-12-1917 minPath to Abundant LivingSeven Steps to Powerful Professional RelationshipsSecurities 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.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 wa...2022-12-1218 minPath to Abundant LivingHere's How Successful People Set Goals for ThemselvesSecurities 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.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, tran...2022-12-0516 minPath to Abundant LivingSmart Money Moves to Make While You're Still Mentally SharpSecurities 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.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 - In...2022-12-0119 minPath to Abundant LivingSafeguarding Assets From an Ex-SpouseSecurities 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.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.Ti...2022-11-2919 minPath to Abundant LivingWealth Planning for Age 90, 100 and Beyond!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.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...2022-11-0118 minPath to Abundant LivingThe Surprising Value of a Client Advisory BoardSecurities 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.Business owners want to better understand their clients so they can serve them exceptionally well and grow their enterprise. And while surveys, market research and other tools can be key parts of that effort, there’s another smart marketing strategy that too many entrepreneurs overlook.On the latest episode of Path to Abundant Living, we're diving into the surprising value of...2022-09-1218 minPath to Abundant LivingFinding Advisors Who Are Truly Client-CentricSecurities 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.When advisors truly know their clients, as people and not just numbers on a paper, they can better help them achieve their financial and other goals. In the latest episode of Path to Abundant Living, Matt and Scott are exploring the value associated with having advisors that are truly client-centric, as well as how you can identify if your current...2022-06-0318 minPath to Abundant LivingDo You Know Your High-Net-Worth Personality TypeSecurities 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.We all have various personality traits. Some of us are introverts while others are extroverts, for example. However, did you know that you also have a wealth personality and it can have a big impact as you pursue your financial goals? On the latest installment of Path to Abundant Living, Matt and Scott are diving deep into the various high-net-worth...2022-05-1721 minPath to Abundant LivingTransferring Values, Not Just Wealth to Your HeirsSecurities 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.Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, parents and grandparents with significant assets don’t always spend enough time on passing along the values that helped them build, grow and maintain that wealth. On the latest installment of Path to Abundant Living, Scott and Matt are examining the importance of tr...2022-03-2924 minPath to Abundant LivingIt's Time to Review That Trust!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.With so many changes in the world, and perhaps in your own family, a trust you’ve set up to achieve your financial goals could be out of date even if it’s just a few years old.On the latest installment of Path to Abundant Living, we're examining how to size up the current status of a trust to see...2022-03-1521 minPath to Abundant LivingA Wall Around Your WealthSecurities 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.Being wealthy and successful is great in many ways, but it can put a target on your back for frivolous lawsuits. Asset protection planning can help you better safeguard your wealth.In the latest installment of Path to Abundant Living, Matt and Scott explore some foundational asset protection strategies that you may want to consider.Matt and Scott...2022-01-2519 minPath to Abundant LivingFive Mistakes Affluent Homeowners MakeSecurities 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.Affluent families and individuals often have an overwhelming amount of things on their plate, making it easy to overlook issues tied to one of their largest assets. Our homes are not only a massive asset, but they are also important to our financial security and personal sense of stability. In the latest installment of Path to Abundant Living, Matt and...2022-01-0522 minPath to Abundant LivingWhat is Wealth Planning, Really?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.One mistake that can be so easy to make is focusing on one aspect of our financial life. In doing so, we can miss opportunities as well as take on unnecessary levels of risk. In the latest installment of Path to Abundant Living, Matt and Scott explore methods to avoid that problem and address the full range of financial concerns...2021-12-0724 minPath to Abundant LivingDo You Have What It Takes to Create Significant Wealth?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 take a different approach to their typical conversations and address the best practices for generating a significant level of wealth. There's no denying that entrepreneurship is the most effective method of generating wealth, but it takes more then a great business plan. Matt and Scott identify and take...2021-10-1226 minPath to Abundant LivingThe Benefits of a Family ConstitutionSecurities 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.One of the biggest concerns facing affluent families is how to manage their wealth so that it achieves many goals. Their focus could be continuing to grow their wealth as it is transferred to younger generations, or aligning the use of that wealth with the values and ideals the family holds dear, or even protecting that wealth from creditors and others who...2021-09-2822 minPath to Abundant LivingShould 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. When faced with this role, oftentimes, individuals are unaware of the full extent of responsibilities that accompany this role. Additionally, an executor faces an apparent level of personal risk when assuming this position. Listen as we...2021-08-1624 minPath to Abundant LivingPreparing Heirs for Their InheritanceSecurities 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. The big question surrounding this topic is: Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in a way that can...2021-07-1926 minPath to Abundant LivingWhat 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. However, in mos...2021-06-0825 minPath to Abundant LivingAn Overview on Stress TestingSecurities 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. Stress tests are an integral part of Scott and Matt's wealth management process and they are designed...2021-05-2429 min