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PODCAST

Retirement: Redefined

Brad Gotto & Carly Carlson

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

business

All Episodes

26:24

Ep 85. Where’s Waldo (Matt Stahl)

Retirement: Redefined ·

2024/07/31

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.

en-US

29:40

Ep 84. Psychology of Money: Nothing is Free

Retirement: Redefined ·

2024/07/17

We all know that nothing is free, but what about those hidden costs? We’ve been going through The Psychology of Money by Morgan Housel and in this episode, you will get to hear about Chapter 15 where he talks about the concept that nothing is free. We will summarize the most important aspects of the concept and apply it to financial planning and the psychology of money.

en-US

27:54

Ep 83. Replay - How Is Your Advisor Being Paid? Part 2

Retirement: Redefined ·

2024/07/03

In part two of this two-part series, we dive into the nuances of how financial advisors are paid, specifically on the insurance side. Not all advisors are licensed, regulated, or compensated in the same way, which can greatly impact the services they provide. We will help you understand the various ways advisors earn their keep, from annuities and life insurance to long-term care or disability insurance.

en-US

29:43

Ep 82. Replay - How Is Your Advisor Being Paid? Part 1

Retirement: Redefined ·

2024/06/19

Have you ever wondered how your financial advisor is really compensated? In this episode, we discuss how different advisors are paid, the regulatory standards for fiduciaries and brokers, and the importance of understanding these differences. We'll explain why it's crucial to know if your advisor is a fiduciary, ensuring there are no hidden fees or buried commissions. You can find more information by clicking here: https://www.fiatwm.com/podcast

en-US

43:29

Ep 81. Navigating Long-Term Care with Natalie Morland

Retirement: Redefined ·

2024/06/05

Joining the show today is Natalie Morland, Executive Director of Trouvaille Memory Care Suites, to discuss the spectrum of care options and the importance of having a long-term vision. Natalie will share why spending time with family or loved ones to discuss values and preferences is crucial when making these decisions. She’ll also address the current state of long-term care, the financial struggles of care facilities, and the increasing need for education about available options. You can find show

en-US

38:50

Ep 80. Mastering Behavioral Finance with Dr. Daniel...

Retirement: Redefined ·

2024/05/22

Today we sit down with Dr. Daniel Crosby, a leading expert in behavioral finance, to uncover the fascinating intersection of psychology and investment management. How did Dr. Crosby, with his background in psychology, find his way into the world of finance? Listen in as he shares his journey and insights into the main biases that drive our financial decisions, shedding light on why we often prioritize avoiding losses over seeking gains, why understanding the nuances of behavioral biases is crucial

en-US

29:35

Ep 79. Empowering Women in Transition with Jennifer Lee

Retirement: Redefined ·

2024/05/08

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

en-US

22:05

Ep 78. The Psychology of Money: You’ll Change

Retirement: Redefined ·

2024/04/24

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

en-US

20:20

Ep 77. How Is Your Portfolio Like a Football Team?

Retirement: Redefined ·

2024/04/10

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

en-US

30:34

Ep 76. The Psychology of Money: Room for Error

Retirement: Redefined ·

2024/03/27

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

en-US

31:05

Ep 75. The True Value of Financial Advisors

Retirement: Redefined ·

2024/03/13

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

en-US

22:46

Ep 74. The Future of Wealth Management

Retirement: Redefined ·

2024/02/28

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

en-US

27:14

Ep 73. Meet Our Senior Advisor Lauren Brown, CFP®

Retirement: Redefined ·

2024/02/14

Lauren Brown, CFP®, brings more than just professional expertise to the table. In this episode, Lauren shares her journey, deeply influenced by her mother, a trailblazing CFP® with roots in Wall Street. Amidst the challenges that nearly led her to surrender, Lauren's story is a testament to resilience and female empowerment. Now a Senior Advisor at Fiat Wealth Management, she discusses her passion for helping women navigate the complexities of finance and addresses the gender gap in financial

en-US

34:05

Ep 72. The Psychology of Money: Surprise!

Retirement: Redefined ·

2024/02/06

In the intricate world of investments, the unexpected is not just a possibility but a constant reality. Delving into the markets, we often encounter unprecedented events that challenge historical patterns and conventional wisdom. While using history as a guide offers insights, it can also blind us to outlier events—those rare occurrences that shape our destinies. In this episode, we discuss Chapter 12 of The Psychology of Money by Morgan Housel, focusing on the element of surprise in the

en-US

47:12

SPECIAL EPISODE REPLAY: From Stressful Corporate Job...

Retirement: Redefined ·

2024/01/17

*This special episode replay is dedicated to Steve Shanesy.* Renee and Steve Shanesy were both working in high-stress marketing jobs in corporate America when they decided it was time to make a change. They were tired of leaving their pets behind every day to go into a job that was leaving them feeling tired and constantly stressed out. So, Renee quit her job to open up a first-of-its-kind luxury dog resort. In the years to come, the resort took off, landing them in a position to accept a purchasing

en-US

30:41

Ep 71. The Psychology of Money: Reasonable Is Greater...

Retirement: Redefined ·

2024/01/03

Why is being reasonable the key to long-term success in handling your money? In a world where emotions often intertwine with financial decisions, it's essential to recognize that you're not just a spreadsheet; you're a unique, emotional individual. In this episode, we delve into the importance of balancing reason and emotion in financial planning. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/71

en-US

26:38

Ep 70. The Great Wealth Transfer

Retirement: Redefined ·

2023/12/20

With half of the wealth in the United States resting in the hands of the Boomer generation, the landscape is set for a shift as they age. In this episode, we discuss the complexities of the great wealth transfer, explaining potential pitfalls, the crucial consideration of taxes during the transfer, and the misconception that money alone can solve all problems. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/70

en-US

25:41

Ep 69. Brad’s New Concept

Retirement: Redefined ·

2023/12/06

Discover the secret to your long-term financial well-being in this episode as we dive into Brad's concept of "real net worth." While net worth is commonly used to gauge financial success and retirement readiness, the calculation is often misunderstood. In this episode, you’ll learn about the nuances of your true assets and liabilities, going beyond conventional measures to see where you truly stand. You can find show notes and more information by clicking here:

en-US

22:34

Ep 68. Why Fiat?

Retirement: Redefined ·

2023/11/22

Choosing a financial advisory firm is a critical decision, and today, we'll dive into why Fiat stands out among the rest. We'll break down how, unlike firms dealing with trust funds or perpetual wealth, Fiat focuses on those transitioning from their working years to retirement, fostering relationships with clients they genuinely care about. Listen in to discover the significance of liking your financial advisor and the benefits of seeking help for retirement planning. You can find show notes and

en-US

28:41

Ep 67. Owning Property While Transitioning Into...

Retirement: Redefined ·

2023/11/08

Today we dive deep into the question of whether it makes sense to own a home as you transition into retirement. As retirement brings various life-changing decisions, the choice between owning and renting a home is a critical one. We'll present both sides of the argument, exploring the advantages and drawbacks. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/67

en-US

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