Matt and Scott welcome you back to another exciting episode of Path to Abundant Living. On this episode, we are joined by performance coach and sports psychologist, Dr. Rick Jensen. As a best selling author, public speaker, and expert coaching more than 30 grand slam championships, Dr. Rick has a wide breadth of transferable knowledge ready to let loose.

This and more on this episode of Path to Abundant Living.

Enjoy!

Chapters:

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

3:05 - Welcoming Dr. Rick Jensen

5:40 - Deliberate Practice

11:00 - Having The Right Want

16:00 - The Importance of R&R

18:30 - Weak Points and Strength

19:30 - Tiger Woods

25:30 - Sustaining a Strong Team Around You

32:00 - Integrity

37:10 - The Value of Advice

43:00 - The Mental Impact on Skills

47:00 - Ivan Lendl and the U.S Open...Anticipating Adversity

52:00 - Key Takeaways

47:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

55:25 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

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 Matt and Scott as they chat with Melissa Smith, founder of Family Brand. Learn how to transform family cultures and create relationships that last and grow together. Learn how the to harness values and ingrain them in your family for generations to come.

This and more on this episode of Path to Abundant Living.

Enjoy!

Chapters:

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

1:40 - The Butterfly Effect of a Family Brand

4:00 - Melissa's Story

9:30 - Grown Children and Legacy

15:00 - How to Prioritize Family and Successful Traits

20:30 - Smiths Are Adventurous

24:00 - Family Brand Wall

29:40 - Creating Buy-In

35:30 - Scott's Experience with At-Risk Youth

37:10 - Why Estate Transitions can Fail

42:00 - Matt and Scott's Takeaways

47:10 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

47:45 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn

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 you. A great team of advisors will expand your visions to see all the potential and unexpected savings that could be made if your accounts are setup for success in the time frame you need them to deliver by.

Tax loss harvesting is one of these unexpected methods to save big when it really counts. On today's episode, Matt and Scott examine the method of tax loss harvesting as well as separately managed accounts so you can be best informed when the time comes.

Enjoy!

Chapters:

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

3:00 - The Low Cost Distraction

5:00 - How Fund Managers Control Exposure

9:30 - Is It Too Late to Tax Loss Harvest?

12:00 - How Does Tax Loss Harvesting Work?

15:30 - How to Prepare as an Individual

20:00 - The Hidden Tax Fee

22:00 - Fund Managers Don't Work for Free

25:30 - Spreading Gains Out

28:10 - Virtual Family Office

29:40 - How to get in touch with Matt and Scott for a deeper discussion on estate planning

30:40 - Closing remarks

Connect with Scott Morrison and Matt Nordmann:

Website

LinkedIn