A good financial planner plans your future for you. A great financial planner guides you with careful experience to the right decisions for you. This guidance shouldn't be concrete. It should be ever evolving based on the challenge in front of you. Just like a caddy advising their player on a challenging hole, so does a great financial planner advise their client.

On today's episode, we are pleased to welcome on the podcast Russ Holden, CEO of Caddy for a Cure.

Caddy For A Cure is a dream-turned reality for Russ Holden, program CEO. It was Russ’s touch with Fanconi Anemia in the summer of 1993 that ultimately sparked a passion and the fire to start Caddy For A Cure, developing it into the program that it is today.

Holden has been a PGA of America Class A golf professional since 1985 and had the great fortune of being the Head Golf Professional at Woodfield Country Club in Boca Raton, FL. During his time at Woodfield, Holden befriended resident and two-time Masters Champion, Bernhard Langer. From this friendship, Russ began working on the PGA TOUR, caddying both full- and part-time for the German Hall of Fame golfer from 1991 until 2006.

After twenty two highly successful seasons on the PGA TOUR and with the support of virtually all of its players, the Caddy For A Cure concept continues to grow.

Enjoy!

Chapters:

0:00 - Introduction and overview on the topic of the day

3:05 - Welcoming Russ Holden onto the show

7:00 - What Makes a Great Caddy

9:44 - Accepting Responsibility, Bernhard Langer's Example

12:00 - Christian's Story and Fanconi Anemia

13:40 - The Birth of Caddy for a Cure

16:40 - Serving Veterans

21:25 - A Family Charity for Families

28:00 - Flying with The Blue Angels

31:20 - How to Support Caddy for a Cure

32:40 - The Impact of Loving On Our Vets

35:48 - The key takeaways from today's episode

41:00 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

41:45 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

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Estate planning isn't just about distributing assets; it's about ensuring your legacy lives on according to your wishes. Joined by Jack Weyers, Estate Planning Attorney at Family and Elder Law of Mid-Michigan, we discuss the fundamental components of estate planning, from drafting wills and trusts to designating beneficiaries and establishing healthcare directives. Our guest sheds light on the common misconceptions surrounding estate planning and highlight why it's crucial for individuals of all ages and financial backgrounds.

Throughout the conversation, we'll uncover the potential pitfalls of neglecting estate planning and the legal complexities that can arise without proper preparation. From minimizing tax burdens to protecting family members and business interests, our experts will provide invaluable insights into the multifaceted aspects of estate planning.

Enjoy!

Chapters:

0:00 - Introduction and overview on the topic of the day

2:11 - Welcoming Jack Weyers onto the show

4:00 - Why Jack feels compelled to orchestrate estate plans for families

7:34 - Some success stories in helping to avoid estate-related issues

11:22 - The key areas someone should be reviewing within their estate plan

16:58 - Do you need a trust?

21:50 - How Jack counsels families and navigates challenging wealth-related discussions

26:05 - Navigating situations where there were multiple marriages

31:42 - The picture hanging in Jack's office

36:26 - What an initial meeting with Jack and his team looks like

40:20 - How to get in touch with Jack and his team

42:28 - The key takeaways from today's episode

47:20 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

48:40 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

On the latest installment of Path to Abundant Living, we delve into the crucial realm of cybersecurity with none other than Cheyenne Harden, the visionary Owner & CEO of Cyber Protect LLC. With the digital landscape evolving at an unprecedented pace, the importance of cybersecurity has become more paramount than ever before.

Join us as we sit down with Cheyenne to unravel the complexities of cybersecurity in today's interconnected world. From the rising threat of cyber attacks to the indispensable measures needed to safeguard our digital assets, Cheyenne provides invaluable insights garnered from years of experience at the forefront of cybersecurity innovation.

Through engaging anecdotes and expert analysis, Cheyenne sheds light on the evolving nature of cyber threats, emphasizing the need for proactive strategies to mitigate risks and fortify defenses. Whether you're a seasoned tech enthusiast or a curious novice, this episode promises to deepen your understanding of cybersecurity and its pivotal role in safeguarding our digital frontier.

Chapters:

0:00 - Introduction and overview on the topic of the episode

1:44 - How Matt and Scott met Cheyenne and his team

3:45 - Cheyenne's background and how he got involved in cybersecurity

7:21 - Statistics on the number of cyber criminals existing in today's day and age

12:39 - Strategies that you can implement to reinforce your cybersecurity efforts

16:14 - Best practices when it comes to passwords

22:20 - Leveraging a password manager and developing an effective pass phrase

27:53 - How we can stay up to date on the next new scam

32:52 - Reviewing the security measures in place with various internet browsers

39:09 - How to get in touch with Cheyenne and his team to learn more

41:40 - The key takeaways from today's episode

45:29 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn