Ep 106 - 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...
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Ep 101 - Real Estate Diversification & Your Portfolio
Retirement: Redefined
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...
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EP 100 Market Commentary with Brad Gotto
Retirement: Redefined
This episode features Brad Gotto's market commentary, focusing on the recent volatility in the markets, the future of the US dollar, and the current opportunities in non-risk assets. They explore the economic landscape, the impact of inflation, and the importance of having a long-term investment strategy. The conversation emphasizes the need for financial planning and the potential for growth in a changing economic environment.
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Ep 99 - The Psychology of Money & The One Big Beautiful Bill
Retirement: Redefined
In this episode of Retirement Redefined, Brad Gotto explores Chapter 17 of 'The Psychology of Money' by Morgan Housel, focusing on the theme of pessimism and its seductive nature in financial decision-making. He discusses how fear and negative headlines often dominate conversations, leading to a pessimistic outlook that can hinder financial planning and personal growth. Brad emphasizes the importance of balancing optimism and pessimism in financial strategies, advocating for a mindset that recognizes long-term growth while being aware of short-term risks. He concludes with practical advice on...
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Ep 98 - The One Big Beautiful Bill & You
Retirement: Redefined
In this episode of Retirement Redefined, host Brad Gatto and guest Tim Holland discuss the implications of the One Big Beautiful Bill, focusing on the Tax Cuts and Jobs Act and its effects on consumers and financial planning. They explore the changes in tax legislation, including deductions and exemptions, and the complexities of navigating the tax code. The conversation also addresses concerns about national debt and inflation, while providing an optimistic outlook on the economy's future.
info_outlineIn this episode of Retirement Redefined, host Brad Gatto and guest Tim Holland discuss the implications of the One Big Beautiful Bill, focusing on the Tax Cuts and Jobs Act and its effects on consumers and financial planning. They explore the changes in tax legislation, including deductions and exemptions, and the complexities of navigating the tax code. The conversation also addresses concerns about national debt and inflation, while providing an optimistic outlook on the economy's future.