Ep 111 Patience, Motivation & Resiliance
Retirement: Redefined
In this conversation, Brad Gotto and Carly Carlson discuss the journey of Matt Eicheldinger, a former middle school teacher turned author. They explore themes of patience, long-term thinking, and the challenges of building a meaningful career. Matt shares his experiences with rejection, the motivation that kept him going, and the importance of self-driven learning. He talks about his extensive journey to becoming a published author, emphasizing the importance of resilience, perseverance, and the long-term commitment required to achieve success in the writing industry. The conversation...
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Ep 110 Getting Ready For Tax Season
Retirement: Redefined
In this episode of Retirement Redefined, Brad Gotto and Carly Carlson discuss the significance of January in financial planning. They emphasize the importance of early tax preparation, reviewing contribution limits for retirement accounts, and the necessity of evaluating overlooked benefits and insurance. The conversation highlights the consequences of delayed financial planning and offers strategies for setting achievable financial goals for the new year. Listeners are encouraged to take proactive steps to ensure their financial well-being throughout the year.
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Ep 109 - Meet The Fiat Team Part 2
Retirement: Redefined
In this episode of Retirement Redefined, host Brad Gatto continues the series introducing the FIAT Wealth Management team. The conversation features key team members, including Carly Carlson, Ashley Milot, Cooper Hitt, and Kaylee Schmidt, who share insights on their roles, personal experiences, and the growth of the company. The episode emphasizes the importance of teamwork, leadership, and innovation in providing exceptional service to clients, while also highlighting personal stories that reflect the values and culture of FIAT. In this episode, the conversation explores personal connections,...
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Ep 108 - Meet The Fiat Team Part 1
Retirement: Redefined
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...
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Ep 107 - What Is Your Entrepreneurial Vison?
Retirement: Redefined
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...
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Ep 106 - Dealing With Aging In Retirement
Retirement: Redefined
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.
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Ep 105 Market Commentary For October 2025
Retirement: Redefined
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.
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Ep 104 The Psychology of Money - The Final Chapter
Retirement: Redefined
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...
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Ep 103 - The Psychology of Money - Chapter 19
Retirement: Redefined
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.
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Ep 102 - Your Beliefs & Your Financial Decisions
Retirement: Redefined
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...
info_outlineWe all know that nothing is free, but what about those hidden costs? We’ve been going through The Psychology of Money by Morgan Housel and in this episode, you will get to hear about Chapter 15 where he talks about the concept that nothing is free. We will summarize the most important aspects of the concept and apply it to financial planning and the psychology of money.