This week, Rusty Vanneman and Robyn Murray talk with Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. In this episode, we will discuss helping clients define success, intergenerational legacies and intentionally constructing your financial life. In addition, we take a closer look at what competitive ice skating has in common with wealth management.

SHOW NOTES

Today on the podcast, Rusty and Robyn are joined by Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.”

Key Takeaways

  • [03:41] - Morgan’s diverse background, career highlights and what led her to her current position
  • [08:35] - Learn more about the founding of Park City Wealth Advisors and how it stands out from its peers
  • [14:28] - Why did Morgan start asking her clients “when will you know you’ve made it” and how do her clients typically respond?
  • [19:48] - What is the 1% better philosophy?
  • [25:32] - What are some of the most impactful 1% shifts that Morgan’s seen clients make?
  • [28:27] - How does Morgan approach conversations around purposes, values and impact across generations?
  • [30:52] - What advice does Morgan give to families that are struggling to connect money decisions with their shared values or their intergenerational goals?
  • [32:57] - How does Morgan help gain, and maintain, a long-term perspective, especially during times of market volatility like we are experiencing right now?
  • [36:26] - How has motherhood shifted Morgan’s own definition of “making it?”
  • [41:01] - What are the biggest misconceptions people have about what “living with intention” really means or looks like?
  • [43:02] - What is one daily habit that compounds meaningfully in Morgan’s life?

Quotes

{15:40] - “...What are you striving for, like when will you know you’ve made it? Because, if we don’t know what we are shooting for, or where we are pointed, we’ll never know when we arrive and we’ll never know to celebrate those moments…[this question gives] me a little insight into what drives people, what they’re really shooting for in life, what lights them up.” ~ Morgan Lemaitre

[25:34] - “1% shifts, I believe, are aligned around discipline. So, things that we can easily do in our lives that, when you add them all together, make a huge difference.” ~ Morgan Lemaitre

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Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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