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Client Questions Answered!

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Manage episode 365467596 series 2930316
Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 as they delve into the complex world of personal finance, providing invaluable insights and practical advice to help listeners navigate the uncertainties that come with managing their wealth. With their wealth of knowledge and experience, they aim to address the most common concerns and provide clarity on key financial topics.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:29 - Questions surrounding the debt-ceiling

7:35 - How bad is inflation and where will it go from here?

13:28 - Are we headed towards a recession?

15:53 - Clarification surrounding the recent banks failing

21:05 - The rising interest rates and how you're impacted

24:30 - You need to be taking your estate planning efforts seriously

27:28 - Moving towards a cashless society

30:10 - Should I be moving my money to gold or crypto?

34:50 - Why it seems like no one is working anymore?

38:36 - Shirtsleeves to shirtsleeves in three generations

45:18 - How you can get in touch with Matt and Scott

46:00 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 365467596 series 2930316
Content provided by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 as they delve into the complex world of personal finance, providing invaluable insights and practical advice to help listeners navigate the uncertainties that come with managing their wealth. With their wealth of knowledge and experience, they aim to address the most common concerns and provide clarity on key financial topics.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:29 - Questions surrounding the debt-ceiling

7:35 - How bad is inflation and where will it go from here?

13:28 - Are we headed towards a recession?

15:53 - Clarification surrounding the recent banks failing

21:05 - The rising interest rates and how you're impacted

24:30 - You need to be taking your estate planning efforts seriously

27:28 - Moving towards a cashless society

30:10 - Should I be moving my money to gold or crypto?

34:50 - Why it seems like no one is working anymore?

38:36 - Shirtsleeves to shirtsleeves in three generations

45:18 - How you can get in touch with Matt and Scott

46:00 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

  continue reading

36 episodes

All episodes

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