Best Matt Nordmann Podcasts (2024)

1
Separately Managed Accounts and Tax Loss Harvesting 32:52

21d ago32:52

32:52

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. When making investment decisions, it can be easy to simply see the numbers and what's right in front of yo…

1
Caddy for a Cure with Russ Holden 42:59

2M ago42:59

42:59

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. A good financial planner plans your future for you. A great financial planner guides you with careful expe…

1
Protecting Your Legacy: The Importance of Estate Planning 49:29

5M ago49:29

49:29

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. Estate planning isn't just about distributing assets; it's about ensuring your legacy lives on according t…

1
Cybersecurity Considerations From an Expert 46:45

5M ago46:45

46:45

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 installment of Path to Abundant Living, we delve into the crucial realm of cybersecurity wit…

1
Know Your Numbers! 44:48

5M ago44:48

44:48

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…

1
Charis Your Life and Be Fulfilled! 51:45

6M ago51:45

51:45

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 r…

1
The Benefits of Concierge Medicine 49:23

9M ago49:23

49:23

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 unravel the transformative world of Concierge Medicin…

1
The Challenges of Real Estate in 2023 42:38

10M ago42:38

42:38

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. The real estate market has been rapidly changing over the last few years, and rising interest rates are ma…

1
Fly Into the Wind! 48:09

12M ago48:09

48:09

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 f…

1
The Power of Body Language and Nonverbal Communication 53:29

1y ago53:29

53:29

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 a world where words often fall short, understanding the subtle art of nonverbal communication can be a …

1
Seven Things You Should Do Right Now! 49:50

1y ago49:50

49:50

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…

1
Client Questions Answered! 47:09

1y ago47:09

47:09

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 convers…

1
Living Your Life On Target! (Feat: Chris and Matt Johnson) 53:52

1+ y ago53:52

53:52

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 …

1
Legacy Planning for You and Your Family (Feat: Cindy Arledge) 41:18

1+ y ago41:18

41:18

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 di…

1
Traveling to a Life of Significance with Cindy Gonzalez 35:12

1+ y ago35:12

35:12

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 …

1
From Owner to Consultant: Your Retirement Career! 19:06

1+ y ago19:06

19:06

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 w…

1
Turn Positive Thinking Into Focused Action 17:21

1+ y ago17:21

17:21

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 all want to achieve our goals and help the people we care about most reach their objectives. However, w…

1
Seven Steps to Powerful Professional Relationships 18:41

1+ y ago18:41

18:41

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. The people you know can play a big part in the amount of success you achieve in business and in life. But …

1
Here's How Successful People Set Goals for Themselves 16:06

1+ y ago16:06

16:06

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. There’s no shortage of goals that we want to achieve for ourselves, our loved ones, and even our communiti…

1
Smart Money Moves to Make While You're Still Mentally Sharp 19:21

1+ y ago19:21

19:21

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. As we age, many of us will experience cognitive decline, maybe minor, but perhaps major. On the latest epi…

1
Safeguarding Assets From an Ex-Spouse 19:42

1+ y ago19:42

19:42

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 divorce rates in the U.S. have generally been falling for some time, the sad fact is that many marri…

1
Wealth Planning for Age 90, 100 and Beyond! 18:56

2y ago18:56

18:56

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 a…

1
The Surprising Value of a Client Advisory Board 18:18

2y ago18:18

18:18

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. Business owners want to better understand their clients so they can serve them exceptionally well and grow…

1
Finding Advisors Who Are Truly Client-Centric 18:06

2y ago18:06

18:06

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. When advisors truly know their clients, as people and not just numbers on a paper, they can better help th…

1
Do You Know Your High-Net-Worth Personality Type 21:47

2+ y ago21:47

21:47

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 all have various personality traits. Some of us are introverts while others are extroverts, for example…

1
Transferring Values, Not Just Wealth to Your Heirs 24:55

2+ y ago24:55

24:55

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. Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, parents…

1
It's Time to Review That Trust! 21:49

2+ y ago21:49

21:49

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 f…

1
A Wall Around Your Wealth 19:51

2+ y ago19:51

19:51

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. Being wealthy and successful is great in many ways, but it can put a target on your back for frivolous law…

1
Five Mistakes Affluent Homeowners Make 22:07

2+ y ago22:07

22:07

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. Affluent families and individuals often have an overwhelming amount of things on their plate, making it ea…

1
What is Wealth Planning, Really? 24:08

2+ y ago24:08

24:08

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 c…

1
Do You Have What It Takes to Create Significant Wealth? 26:25

3y ago26:25

26:25

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 ty…

1
The Benefits of a Family Constitution 22:36

3y ago22:36

22:36

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 of the biggest concerns facing affluent families is how to manage their wealth so that it achieves man…

1
Should You Be An Executor? 24:35

3y ago24:35

24:35

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 …

1
Preparing Heirs for Their Inheritance 26:33

3y ago26:33

26:33

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 explore the complex nature surroundin…

1
What Makes a Good Wealth Manager Great? 25:04

3y ago25:04

25:04

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 wi…

1
An Overview on Stress Testing 29:45

3y ago29:45

29:45

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 inaugural episode of Path to Abundant Living, we introduce you to Scott Morrison and Matt Nordmann,…

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