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Addressing Timely Topics and FAQ's with Matt and Scott
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A tartalmat a Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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.
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 day
3:00 - Reactive vs. Proactive to Politcal Shifts
5:20 - Election Time and Asset Allocation
10:30 - Diversification and Inflation
15:00 - What, Why and How
19:00 - Housing Markets and Looking Back
22:00 - Risk Tolerance and Goals with Apprehension
28:00 - Estate Tax Law
32:30 - Purchasing Power
35:10 - Historical Returns and Confidence
39:00 - Longevity and Income
43:00 - Legacy and Longevity
45:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning
46:20 - Closing remarks
Connect with Scott Morrison and Matt Nordmann:
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