In this episode of Retirement Redefined, host Brad Gotto introduces listeners to the team at Fiat Wealth Management, highlighting the growth and changes within the organization. The episode features conversations with new advisors Aaron, Lauren, and Darren, who share their experiences, insights, and personal stories. The discussions emphasize the importance of client education, the emotional aspects of financial planning, and the value of building strong relationships with clients. Each advisor reflects on their journey, the challenges they face, and the rewarding moments that make their work meaningful.

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.

In this episode, Brad Gatto concludes the discussion on 'The Psychology of Money' with a focus on personal confessions regarding money management. He shares insights from Morgan Housel's final chapter, emphasizing the individuality of financial decisions and the importance of balancing spreadsheet logic with personal comfort. Brad also reflects on his own financial habits, the challenges of saving, and the significance of teaching children about money. The episode wraps up with a teaser for a future discussion on the postscript of the book, which delves into the historical context of consumer behavior.

In this episode, Brad Gotto reviews Chapter 19 of 'The Psychology of Money' by Morgan Housel, focusing on the importance of balance in financial success. He discusses the significance of consent in financial decisions, universal truths in finance and healthcare, and the need for personal values in financial planning. The episode emphasizes managing money for peace of mind, defining success on one's own terms, and embracing uncertainty and risk. Brad encourages listeners to combine spreadsheet truths with their personal values to achieve true financial well-being.

In this episode of Retirement Redefined, hosts Brad Gotto and Carly Carlson along with special guest Michael Folker discuss the principles from the book 'The Psychology of Money' by Morgan Housel, focusing on the importance of behavioral finance in investing. They explore how personal beliefs and stories shape financial decisions, the impact of social media and AI on investor behavior, and the common mistakes investors make due to emotional biases. The conversation emphasizes the need for a holistic understanding of risk and the significance of maintaining a balanced perspective in financial planning.

In this episode, Brad and Carly welcome Skip Johnson and Austin Schmitt as they discuss the importance of real estate diversification in investment portfolios. They explore the appeal of real estate as a tangible asset, the misconceptions surrounding it, and the various ways to invest passively without becoming a landlord. The conversation also covers the risks associated with real estate investment, how it integrates with traditional investments, and the tax advantages that can be leveraged. The episode concludes with practical advice for listeners considering real estate as part of their financial strategy.