Every Day is Saturday Brad Gotto and Matt Stahl

Today, we're joined by Jennifer Lee, a seasoned financial advisor with 28 years of experience and the Founder of Modern-Wealth, LLC. Jennifer's journey in financial advising and her approach to addressing the needs of women in transition offer valuable insights for all listeners. From the inception of her book idea to the significance of having difficult conversations about finances, Jennifer shares her wealth of knowledge with candor and empathy.
You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/79   
 

Have you ever considered how much your goals and desires might change over time? In this episode, we dive into Chapter 14 of Morgan Housel's book, The Psychology of Money, exploring the concept that our future selves are often unpredictable. We tend to underestimate the extent to which our personalities and aspirations will evolve, and as we reflect on our past decisions, we may realize that what once seemed ideal may no longer align with who we are becoming. This is why it’s crucial to avoid extremes in financial planning, instead aiming for a balanced approach that accommodates life's inevitable changes.
You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/78    

Today we are going to break down the connection between football and investment strategy. Imagine your portfolio as a football team, where each position demands a distinct skill set. Just as a coach strategizes player positions, your portfolio requires careful construction. We'll explore how to divide your investments into "now, soon, and later" money, ensuring your financial game plan is tailored to your unique needs and goals. Through drills like assessing time, taxes, risk, and balancing income versus growth, you'll discover how to optimize your portfolio's performance.
You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/77   

Today we are revisiting Morgan Housel's book, The Psychology of Money, this time taking a deep dive into dive into Chapter 13: Room for Error. The key takeaway? If you're aiming for long-term success, leaving room for error is crucial. As Housel puts it, "Room for error lets you endure a range of potential outcomes, and endurance lets you stick around long enough to let the odds of benefiting from a low-probability outcome fall in your favor." With that in mind, we'll explore the concept of margin of safety, the importance of preparing for various outcomes, and why it's essential to acknowledge the emotional aspect of financial planning alongside the technical aspects.
You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/76 

Does working with an advisor truly add value compared to going solo? Today we are talking about the value a financial advisor brings to the table as discussed in the Vanguard Study entitled “Advisor Alpha”. We'll explore the seven key categories outlined in the study, shedding light on how these factors influence financial outcomes.
You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/75      

Today we're discussing the future of wealth management through the lens of technology. Why should you care about this rapidly evolving landscape? In this episode, we will explain the impact of artificial intelligence (AI) on investment strategies and explore how technological advancements are reshaping access to wealth management services.
You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/74