Listen "Addressing Timely Topics and FAQ's with Matt and Scott"
Episode Synopsis
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 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 perspectives to help listeners strengthen their path to financial well-being and abundant living. Whether you're a seasoned investor or new to financial planning, this episode provides actionable advice for everyone aiming to secure a prosperous future.Chapters:0:00 - Introduction and overview on the topic of the day3:00 - Reactive vs. Proactive to Politcal Shifts5:20 - Election Time and Asset Allocation10:30 - Diversification and Inflation15:00 - What, Why and How19:00 - Housing Markets and Looking Back22:00 - Risk Tolerance and Goals with Apprehension 28:00 - Estate Tax Law32:30 - Purchasing Power 35:10 - Historical Returns and Confidence39:00 - Longevity and Income43:00 - Legacy and Longevity 45:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning46:20 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn