Retirement: Redefined

Brad Gotto & Carly Carlson
  • 5.0(24개의 평가)
  • 비즈니스
  • 주 2회 업데이트

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. Fiat Wealth Management helps individuals and families navigate retirement planning, investment strategy, and tax-efficient decision-making with clarity and confidence. To connect with our team, email hello@fiatwm.com or visit www.fiatwm.com to learn more!

  1. 6월 25일

    BONUS: Check Out The Big News From Fiat Wealth Management

    In this episode, Brad and Derek share the story behind their strategic merger, exploring their friendship, industry insights, and vision for the future of their financial services organizations. Discover how their collaboration aims to serve families better and stay ahead in a changing industry.

    44분

  2. 6월 17일

    120 The "Widow's Tax" - What It Is & Why You Need To Know

    In this episode of Retirement Redefined, Brad Gotto discusses the often-overlooked financial implications of losing a spouse, commonly referred to as the 'widow's tax.' He explains how the tax situation changes dramatically for the surviving spouse, leading to increased tax bills and financial complexity. Brad emphasizes the importance of planning ahead to mitigate these impacts and ensure financial stability for the surviving spouse. He also highlights the need for simplicity in financial planning during such emotional times and encourages proactive measures to manage tax liabilities effectively.

    30분

  3. 6월 3일

    Ep 119 - Getting Involved & Giving Hope

    In this episode of Retirement Redefined, host Brad Gotto speaks with Kaycee Stanley, founder of the Real Hope Project, about the importance of giving back and the impact of foster care and adoption. They discuss Casey's journey into nonprofit work, the mission of the Real Hope Project, and how they create videos to help children in foster care find forever families. The conversation highlights the significance of family, community involvement, and the power of generosity in transforming lives. In this conversation, Kaycee Stanley and Brad Gotto explore the themes of generosity, community support, and finding purpose in life through acts of giving. They discuss the challenges of fundraising for a national organization while relying on local support, the contagious nature of generosity, and the importance of starting small in the journey of giving. The conversation highlights the impact of community involvement and the joy that comes from selfless acts, emphasizing that even small contributions can lead to significant change over time.

    43분

  4. 5월 13일

    Ep 118 Financial Literacy Part 2

    In this episode of Retirement Redefined, Brad Gotto delves into the essence of financial literacy, emphasizing that it's not merely about knowledge but about behavior and decision-making. He outlines a practical framework for achieving financial literacy by focusing on life goals rather than numbers, advocating for simplicity in financial planning, and the importance of defining what 'enough' means for individuals. The conversation highlights the emotional aspects of money management and the role of financial advisors in guiding clients towards a fulfilling financial life.

    27분

  5. 4월 22일

    Ep 117 It's Financial Literacy Month...Let's Talk About that

    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 effectively.

    25분

  6. 4월 8일

    Ep 116 You Got A Tax Refund, Now What?

    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, and tax-efficient decision-making with clarity and confidence. To connect with our team, email hello@fiatwm.com or visit www.fiatwm.com to learn more!

    22분

  7. 3월 25일

    Ep 115 Understanding Financial Advisors

    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 tax-efficient decision-making with clarity and confidence. To connect with our team, email hello@fiatwm.com or visit www.fiatwm.com to learn more!

    25분

  8. 3월 11일

    Ep 114 - A Visit with Vikings Legend Chad Greenway Part 2

    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 please click this link Lead The Way Foundation  Thanks for listening to Retirement: Redefined. Fiat Wealth Management helps individuals and families navigate retirement planning, investment strategy, and tax-efficient decision-making with clarity and confidence. To connect with our team, email hello@fiatwm.com or visit www.fiatwm.com to learn more!

    21분
모두 보기(119개)

5
최고 5점
24개의 평가

소개

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. Fiat Wealth Management helps individuals and families navigate retirement planning, investment strategy, and tax-efficient decision-making with clarity and confidence. To connect with our team, email hello@fiatwm.com or visit www.fiatwm.com to learn more!

정보

  • 제작진
    Brad Gotto & Carly Carlson
  • 방송 연도
    2021년 - 2026년
  • 에피소드
    119
  • 등급
    전체 연령 사용가
  • 저작권
    © Fiat Wealth Management All Rights Reserved
  • 웹사이트 보기
    Retirement: Redefined

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