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Welcome to Retirement Redefined—a fresh take on life after work, brought to you by Brad Gotto and Carly Carlson. In this bi-weekly podcast, Brad, Founder of Fiat Wealth Management, and Carly, CEO of Fiat Tax, explore what it really means to retire with purpose, clarity, and confidence.
From financial strategies to real-life stories and current events, they tackle the questions that matter most as you plan for your next chapter. Tune in on all major podcast platforms and start rethinking retirement—your way.
From financial strategies to real-life stories and current events, they tackle the questions that matter most as you plan for your next chapter. Tune in on all major podcast platforms and start rethinking retirement—your way.
102 Episodes
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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.
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.
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 incorporating optimism into financial planning, highlighting the role of behavioral finance in understanding investor behavior
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.
In this episode of Retirement Redefined, hosts Brad Gotto and Carly Carlson explore how personal experiences and upbringing shape financial decisions. They discuss the importance of understanding client mindsets in financial planning, the impact of geographical and age differences on financial perspectives, and the need for effective communication in financial relationships. The conversation emphasizes that financial decisions are not solely based on spreadsheets but are deeply influenced by emotions and personal experiences.
In this episode of Retirement Redefined, hosts Brad Gotto and Carly Carlson explore Chapter 16 of Morgan Housel's 'The Psychology of Money.' They discuss how personal experiences and upbringing shape financial decisions, emphasizing that financial choices are often influenced by emotions rather than pure logic. The conversation delves into the importance of understanding client mindsets in financial planning, the impact of geographical and age differences on financial perspectives, and the necessity of effective communication in financial relationships. The hosts encourage listeners to reflect on their own money stories and the experiences that have shaped their financial outlooks.
This week on Retirement Redefined, Brad Gatto and Carly Carlson discuss the concept of the Silver Tsunami, which refers to the wave of baby boomers retiring and the implications for small businesses. They explore the challenges of business transitions, the importance of preparation, and the various factors that affect business valuations. The conversation emphasizes the need for proper planning, understanding tax implications, and the significance of having the right advisors in place to navigate the sale process effectively.
Summary In this episode of Retirement Redefined, Brad Gatto and Carly Carlson discuss the significant demographic shift known as Peak 65, where over 11,000 Americans turn 65 every day. They explore the emotional landscape of retirement, the importance of practicing retirement before fully transitioning, and the financial changes that come with this new phase of life. The conversation also highlights the evolving landscape of retirement planning, emphasizing the need for specialized distribution planning as traditional pensions decline. The episode concludes with a call to action for listeners to seek guidance in navigating their retirement journey.
In this episode of Retirement Redefined, Brad Gatto and Carly Carlson discuss the concept of early retirement, defining what it means to retire before the age of 65. They explore the importance of planning for early retirement, focusing on key considerations such as healthcare, social security benefits, and cash flow management. The conversation emphasizes the need for proactive financial planning and understanding the implications of retiring early, including the challenges and strategies to ensure a successful transition into retirement.
In this episode of Retirement Redefined, hosts Brad Gotto and Carly Carlson discuss key takeaways from the 2024 tax filing season. They emphasize the importance of ongoing tax planning, the role of storytelling in understanding tax situations, and the complexities of taxes in retirement. The conversation also covers the benefits of filing extensions, the impact of market volatility on tax strategies, and the necessity of proactive planning throughout the year.
In this episode of the Fiat Wealth Management podcast, host Brad Gotto welcomes back listeners after a hiatus and introduces the new co-host, Carly Carlson, CEO of Fiat Tax. They discuss the changes in the podcast, Carly's professional journey from CPA to business owner, and the importance of balancing family life with a demanding career. The episode concludes with a fun segment of rapid-fire questions to help listeners get to know Carly better, highlighting her love for reading and her perspective on life and business as they look forward to 2025
In 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.
In this episode, Brad Gotto hosts Beth and Rob Rice, who share their journey of transitioning from Minnesota to new homes in Florida and Wisconsin. They discuss the importance of finding purpose and identity in life, especially during significant life changes like retirement. The Rices emphasize the value of being intentional about their decisions, particularly regarding family proximity and lifestyle choices. They provide practical advice on moving and downsizing, highlighting the importance of partnerships in navigating these transitions. The conversation concludes with reflections on the impact of their decisions and their excitement for the future.
In this episode, hosts Brad Gotto and Carly Carlson welcome Heather Schreiber to discuss the complexities of Social Security. They explore the importance of understanding Social Security benefits, how to maximize them, and the significance of checking one's earnings history. The conversation also covers the implications of working while claiming benefits and the breakeven analysis for filing decisions. Heather emphasizes the need for individuals to take charge of their Social Security planning and the importance of viewing it as a critical component of retirement income.
We're back.....sort of. Brad talks about where he is with the re-branding of the podcast and what to expect in the coming weeks. He discusses upcoming episodes and more about the future of the podcast.
In this episode, Brad Gotto enters the spotlight with exciting news. As he opens with stories of personal renovations and classic car restorations, Brad draws a parallel to the evolution of the podcast itself. Brad announces a temporary pause in new episodes as the team gears up to bring you a revamped, reenergized, and even more valuable listening experience in 2025. But don’t worry—this isn’t goodbye; it’s just a "see you later" as they work behind the scenes to elevate the show you know and love. The 86 episodes we've released so far are still available for you to enjoy, and we encourage you to revisit your favorites!
In this episode, Matt delves into how his passion for helping others find fulfillment beyond financial success has evolved into a structured program aimed at enhancing human potential. With Ascent, he combines his love for wellness, adventure, connection, and pursuit into a holistic approach designed to inspire and elevate individuals. Tune in to learn more about Matt's journey from financial advising to community building.
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