In this episode of Retirement Redefined, hosts Brad Gotto and Carly Carlson along with guest Derek Swedberg discuss the significance of having a clear entrepreneurial vision and how it shapes both business and personal life. Derek shares his journey from a competitive childhood influenced by his grandfather to founding PAC Wealth, a firm dedicated to helping families achieve financial clarity. The conversation emphasizes the importance of intentionality in both business and personal life, and how building strong relationships and a supportive community can lead to greater success and fulfillment.

In this episode, Brad Gotto and co-host Carly Carlson discuss the emotional and logistical challenges of caregiving for aging parents. They are joined by Erin Holland, who shares her personal journey of navigating her parents' care, including the importance of early conversations about health and legal decisions. The discussion covers the complexities of cognitive decline, the necessity of legal documents, and the financial implications of caregiving. Erin emphasizes the need for clear communication and documentation to ease the burden on families during difficult times.

In this conversation, Brad Gotto and Tim Holland discuss the recent performance of the markets, focusing on the positive trends in Q3, particularly in small cap stocks. They explore the implications of US debt and the weakening dollar, while also contrasting optimistic and pessimistic views on the future of the economy. The discussion emphasizes the importance of patience and diversification in investment strategies, ultimately encouraging a long-term optimistic outlook despite current challenges.