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.

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.