Path to Abundant Living Podcast Por Scott Morrison and Matt Nordmann arte de portada

Path to Abundant Living

Path to Abundant Living

De: Scott Morrison and Matt Nordmann
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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.Copyright 2026 Scott Morrison and Matt Nordmann Economía Finanzas Personales Gestión Gestión y Liderazgo Liderazgo
Episodios
  • From Success to Significance: Rethinking the Exit (Feat: Micah Brandenburg & Elise Brandenburg, Legendary Exits)
    Apr 15 2026

    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 - Introduction

    1:49 - Your exit is inevitable

    4:01 - The mission behind Legendary Exits

    12:00 - Understanding your identity

    18:24 - Looking ahead to a life of significance

    32:20 - Pushback from business owners

    34:33 - Working with your spouse

    42:43 - Advice for those spinning their wheels

    49:00 - "Everyone has a plan until you get hit in the face"

    54:50 - Closing remarks

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    57 m
  • Rebuilding Employer Healthcare from the Ground Up (Feat: Lee Lewis)
    Mar 25 2026

    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 - Introduction

    3:36 - The core issue within healthcare benefits

    13:12 - Understanding and leveraging your data

    19:33 - Be ruthless with your efficiency

    27:30 - Building better benefits for your employees

    40:53 - The future of healthcare benefits

    52:24 - Connect with Lee on LinkedIn

    55:00 - Key takeaways

    58:20 - Closing remarks


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    1 h
  • Investing When the Rules Keep Changing (Feat: Adam Butler)
    Jan 28 2026

    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 - Introduction

    3:54 - How the 2008 market cycle shaped modern day investing

    8:57 - Moving from qualitative to quant investing practices

    22:17 - Investing to address inflation and deflationary times

    31:13 - Our investing toolset has expanded

    39:10 - The hardest part of investing for many investors

    44:49 - The impact of AI on modern day investing strategies

    53:47 - How to model risk when there isn't historical data

    1:00:23 - Key takeaways

    1:04:18 - Closing remarks

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    1 h y 6 m
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