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Path to Abundant Living

Path to Abundant Living

Hosted by Scott Morrison and Matt Nordmann

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Episodes

48

Latest episode

May 2026

Language

EN

About the show

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.

Listen to episodes

49 recent
June 16, 202651 min

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 wealthRather 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 - Introduction02:16 - 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 Understand30:41 - 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

May 12, 202644 min

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 - Introduction2:08 - Background on Integrated Partners4:00 - Andree's path into wealth management8:21 - Being named President in 202413:16 - Collaboration for business owner's benefit21:30 - The gap in the marketplace29:03 - The Virtual Family Office model35:31 - A favorite book of Andree's38:00 - How to contact Integrated Partners39:45 - Key takeaways42:56 - Closing remarks

April 15, 202657 min

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 - Introduction1:49 - Your exit is inevitable4:01 - The mission behind Legendary Exits12:00 - Understanding your identity18:24 - Looking ahead to a life of significance32:20 - Pushback from business owners34:33 - Working with your spouse42:43 - Advice for those spinning their wheels49:00 - "Everyone has a plan until you get hit in the face"54:50 - Closing remarks

March 25, 20261 hr 0 min

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 - Introduction3:36 - The core issue within healthcare benefits13:12 - Understanding and leveraging your data19:33 - Be ruthless with your efficiency27:30 - Building better benefits for your employees40:53 - The future of healthcare benefits52:24 - Connect with Lee on LinkedIn55:00 - Key takeaways58:20 - Closing remarks

January 28, 20261 hr 5 min

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 - Introduction3:54 - How the 2008 market cycle shaped modern day investing8:57 - Moving from qualitative to quant investing practices22:17 - Investing to address inflation and deflationary times31:13 - Our investing toolset has expanded39:10 - The hardest part of investing for many investors44:49 - The impact of AI on modern day investing strategies53:47 - How to model risk when there isn't historical data1:00:23 - Key takeaways1:04:18 - Closing remarks

December 10, 202551 min

Raising Kids in a Complex World: Peaceful Parenting in Family Enterprises (Feat: Dr. Teri Rouse)

In this episode of Path to Abundant Living, we sit down with Dr. Teri Rouse—an early and behavior interventionist, autism and reading specialist, international speaker, and creator of the REAL Peaceful Parenting Framework. With more than 30 years of experience working with children, parents, and educators, Dr. Teri has dedicated her career to empowering families to create calmer homes and more confident kids.Together, we explore the challenges facing parents today—especially those raising children inside the unique dynamics of a family enterprise. Dr. Teri shares insights from her life, her bestselling books, and her coaching work to help families navigate overwhelm, reconnect with their values, and build environments where both children and parents can thrive.Whether you’re leading a business, raising a family, or balancing both, this conversation offers practical tools and heartfelt encouragement for finding more peace at home and greater harmony in your family’s future.Chapters:0:00 - Introduction2:50 - Dr. Rouse's background and dealing with "those kids"9:45 - The REAL Peaceful Parenting Framework16:30 - Dealing with wealth within families24:03 - Creating a safe space for difficult conversations33:43 - Finding someone who can lovingly help you out of your comfort zone42:11 - Key takeaways from the conversation50:18 - How to connect with Scott and Matt51:03 - Closing remarks

November 24, 202556 min

Medicine with Meaning: The Community Doctor’s Approach to Care (Feat: Dr. Kimberly Ku)

In this episode of Path to Abundant Living, we sit down with Dr. Kimberly Ku, a Triple-Board Certified physician in Oncology, Hematology, and Internal Medicine, whose approach to care goes far beyond clinical expertise. Dr. Ku shares her journey of becoming a true community doctor—someone who treats not just illness, but the emotional realities that patients and their families carry with them.Together, we explore the human side of caregiving, including what it means to support a loved one through uncertainty, how empathy strengthens patient outcomes, and why authentic connection is one of the most powerful tools in medicine. Dr. Ku offers a grounded, compassionate perspective on navigating the hardest moments families face, reminding us that healing happens through relationship, presence, and understanding.This heartfelt conversation provides insight for anyone caring for others—professionally or personally—and highlights how community, empathy, and emotional awareness can shape a more abundant path forward.Chapters:0:00 - Introduction4:08 - What does it mean to be a "community doctor"14:45 - Actively listening to the concerns of patients20:30 - What "abundance" looks like to Dr. Ku29:49 - We're all patients43:16 - Dr. Ku's hope for the future of healthcare48:34 - Key takeaways from the conversation54:00 - Closing remarks

September 24, 202536 min

Bridging Business and Government: Advocacy for Michigan's Retailers (Feat: Drew Beardslee)

In this episode of Path to Abundant Living, we sit down with Drew Beardslee, Vice President of Government Affairs at the Michigan Retailers Association (MRA). Drew shares his journey into advocacy, the responsibilities that come with representing thousands of retailers across Michigan, and why political engagement is crucial for every business owner.We explore the pressing issues facing Michigan retailers today—rising labor costs, supply chain challenges, energy prices, and regulatory hurdles—and how the MRA works to balance the needs of large and small businesses, urban and rural communities, and brick-and-mortar versus e-commerce.Drew also highlights the power of member voices in shaping legislation, the success stories of retailers influencing policy, and the statewide Buy Nearby program, which helps shoppers strengthen local economies.Whether you’re a retailer, entrepreneur, or simply curious about how business and government intersect, this conversation sheds light on the importance of advocacy for Michigan’s economic future.Chapters:0:00 - Introduction3:35 - Drew's background and role with the MRA7:02 - Why should a business care about politics?15:53 - How Drew makes sure all businesses are represented21:20 - How are customers impacted by this advocacy24:28 - Your politicians want the vote!30:23 - Key takeaways34:45 - Closing remarks

June 30, 202544 min

The 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 vision and compassion. Chancellor Boschini also opens up about what he'll miss most, what he looks forward to in his new role, and even weighs in on some lighter topics—like his cameo in a viral TCU mascot video and his preference between The Far Side and Peanuts.Whether you're connected to the world of academia or simply seeking wisdom on purposeful leadership and change, this episode offers valuable takeaways on navigating life with intention and heart.Chapters:0:00 - Introduction1:45 - Becoming Chancellor of TCU6:00 - Living on-campus in 202514:25 - Advice for new students entering college24:27 - Participating in a viral video with the basketball team32:15 - Navigating the dynamics of being a student-athlete38:35 - Key takeaways 43:00 - Closing remarks

January 6, 202550 min

Where Self and Understanding Intersect with Steven Sisler

In 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 stronger, more meaningful connections with loved ones and colleagues, and the science and benefits of pattern recognition in human behavior. Chapters:0:00 - Introduction3:58 - Steven's interest in behavior11:25 - The willingness to be open-minded25:24 - Staying present and in-the-moment34:45 - The impact of Steven's work41:50 - Find Steven online46:24 - Closing remarks

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