Retirement: Redefined
In this episode, Brad Gotto discusses the true meaning of financial literacy, emphasizing that it goes beyond mere knowledge. He explores how emotions and behaviors significantly influence financial decisions, often leading to irrational choices. The conversation highlights the importance of having a financial plan, the role of a financial advisor, and the need for consistent habits to achieve long-term financial success. Gotto argues that understanding one's emotional responses to money is crucial for making sound financial decisions and that having a coach can help navigate these challenges...
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In this episode of Retirement Redefined, host Brad Gotto discusses the implications of receiving a tax refund, emphasizing the importance of understanding why you may have received the refund, how to best utilize it, and ensuring that any decisions made align with overall financial goals. He encourages listeners to ask critical questions about their tax situation and to consult with financial advisors to optimize their financial planning. Thanks for listening to Retirement: Redefined. Fiat Wealth Management helps individuals and families navigate retirement planning, investment strategy,...
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In this episode, Brad Gotto discusses the essential questions to ask when hiring a financial advisor, emphasizing the importance of understanding fiduciary standards, compensation models, and the services offered. He highlights the need for transparency in financial services and the significance of building a personal connection with your advisor, as this relationship is crucial for managing one's life savings effectively. Thanks for listening to Retirement: Redefined. Fiat Wealth Management helps individuals and families navigate retirement planning, investment strategy, and...
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In this conversation, Brad Gotto talks more with Chad Greenway as he reflects on his journey from professional football to entrepreneurship, emphasizing the importance of family, personal growth, and finding purpose beyond sports. He shares insights on transitioning to life after football, the challenges of starting a business, and the value of self-awareness in navigating identity crises. Gotto also discusses his passion for farming and the joy of being present for his children, highlighting the lessons learned from both successes and failures in his career. To support Chad's foundation...
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In this conversation, Brad Gotto welcomes Chad Greenway who reflects on his journey from a small town in South Dakota to becoming a star linebacker for the Minnesota Vikings. He discusses the challenges of transitioning from a professional athlete to life after football, emphasizing the importance of identity, family, and community. Greenway shares insights on his upbringing, his time at the University of Iowa, and the realities of playing in the NFL, including the mental and physical demands of the sport. He also highlights the significance of being a father and coach, as he navigates his...
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In this monthly market commentary, Brad Gotto and Tim Holland discuss the current state of the market as we enter 2026. They reflect on the bull run's performance, the implications of AI on productivity, and the potential impact of tariffs and administration decisions on the economy. The conversation emphasizes the importance of diversification and staying committed to long-term financial plans amidst market volatility. Thanks for listening to Retirement: Redefined. Fiat Wealth Management helps individuals and families navigate retirement planning, investment strategy, and tax-efficient...
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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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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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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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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...
info_outlineIn this episode, Brad Gotto relaunches the podcast, and introduces the new name (you have to listen to find out). He shares insights on the importance of financial planning during retirement, using the mountain climbing analogy to illustrate the challenges of wealth distribution. The focus shifts from wealth accumulation to income generation and legacy planning, emphasizing the need for financial advisors to guide clients through the complexities of retirement.