Retirement: Redefined

How do you know when you have enough? One of the toughest skills in life is getting the goalpost to stop moving. Comparing ourselves to where others are is often the issue because there is always someone higher on the ladder. Having enough doesn't mean you have to go without. Instead, it means you know how to appreciate what you have without constantly searching for more. So, in this episode, we will be discussing the third chapter of The Psychology of Money, titled "Never Enough," and explaining how to find happiness in what you have.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/40

After 12 years of building relationships and helping his customers in the manufacturing and construction industry keep their employees safe, Mark Kline decided to make a big shift in his life. Since he always had a passion for finance, he decided to turn his passion into his career. Today Mark joins the show to share a bit about his background and his excitement to help families develop a plan (and purpose) for their money.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/39

Some people let their money guide their life, while others let their life guide their money and they allow their values to guide their decisions. Our guest today has chosen to live a more intentional life, following his dreams instead of following the money. Mitch Reaume, CEO of Fight For Something and former Pastor, will be joining the show to share his journey to becoming a business owner, including his advice for those wanting to be more intentional with their money.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/38

After decades of hard work, you're finally approaching the next chapter of your life: retirement. These years are supposed to be fun, but the financial worries of living off of savings for the remainder of your life can take over the excitement. So, in this episode, we will be talking about Brad's new book, Spending Money and Having Fun, and sharing key concepts, such as how to change your mindset around spending and create boundaries that buy you freedom.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/37

Not everybody's journey starts out the same way. In fact, many people start multiple careers before discovering what it is that truly makes them happy. They might start out as a truck driver and end up as a doctor. Or, in the case of Darren Lepak, they might start out selling life insurance and end up as a private wealth manager and advisor. Today Darren joins the show to share a look into his life and the path that led him to be one of our new members at Fiat Wealth Management.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/36

"Nothing is as good or as bad as it seems." In times of trouble, it can be easy to exaggerate the severity of the situation. When things are going great, it can be easy to overlook the signs that things may not be as amazing as they seem. In this episode, we will be going over the second chapter of The Psychology of Money, Luck and Risk, in which Morgan Housel describes how sometimes the success or failure of someone or something is simply down to a matter of circumstance rather than hard work.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/35

Truly becoming an expert in finance requires an in-depth understanding of human psychology. The unreasonable and erratic behaviors of investors and consumers (such as overconfidence and impatience) have a massive impact on not only the global markets, but also your own personal finances. So, in this episode, we will be going over the first chapter of The Psychology of Money by Morgan Housel, in which he shares his reasoning as to why people have different views on money.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/34

Most people want to find a dream job that they feel fulfilled by, but many don't put in the work to make this dream a reality. So, how do you find the courage to step out of your comfort zone and pursue your passions? Our guest today is Jason Suss, owner of A Proper Pour, a company he started at the beginning of the pandemic after quitting his 15-year IT career. In this episode, he will be sharing his inspirational story of how he took a chance in creating the life he wanted and ended up where he is today.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/33

In our last episode, we discussed the big changes we are making within Fiat Wealth Management, including Matt Stahl's announcement that he will be stepping away from ownership of the company. As many of Matt's responsibilities were operational, that left a gap for Fiat to fill. Enter Ashley Milot, our new Chief Operating Officer. Today Ashley joins the show to share her journey to stepping into this role and what this means for the company moving forward.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/32

Since the beginning of 2022, the S&P 500 index has dropped considerably, with some of the biggest companies dropping as much as 30-40%. Unfortunately, with inflation continuously on the rise and ongoing global uncertainty about a potential recession around the corner, this problem is only getting worse. So, what can you do? In this episode, Brad and Matt will be sharing their tips for making it through a bear market—including why you shouldn't panic.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/31