This year, Fiat Wealth Management is going through some big changes. Matt has decided to step away from ownership of the company, and Brad will be taking full ownership. So, what does this mean for the future of Fiat? And what does this mean for the future of Brad and Matt? In this episode, they will be sharing everything you can expect in the coming months and the reasons behind this big decision.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/30

Many people believe that their financial stability—or lack thereof—is driven by things such as outcomes of returns, the market, and so on. This might be true to an extent, but the state of your finances is generally more heavily influenced by how you feel about money, your behaviors, and how you were brought up. In this episode, Matt and Brad will be sharing quotes that have inspired them from an incredible book called The Psychology of Money by Morgan Housel.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/28

The prices for just about everything—cars, gasoline, food, clothing, etc.—are rising at the fastest pace we've seen in decades. This means that the current inflation rate is the worst it has been for most individuals who are not already retired. Because of this, inflation is on most people's minds, and everyone is wondering how this is going to impact their overall finances. So, in this episode, Matt and Brad will be sharing the history of inflation so that you can have a better understanding of how this will affect your financial plans moving forward.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/27

Courtney Millard is a mother, wife, and one of the original members of Fiat Wealth Management. She has worn many hats within the office, but she is currently in charge of Human Resources, in addition to serving as the Office Manager. In this episode, Courtney joins the show to share a bit about her life and how she has grown during her time with Fiat Wealth Management.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/26

Financial fraud happens every day. Without proper insurance, coverage, and other measures in place, you could be susceptible to being a scammer's next target. So, how can you avoid becoming a part of one of these horror stories and instead, ensure that your finances are safe where they are? In this episode, Brad Gotto is joined by Juan Toran and Rob Wilkinson to discuss the most common types of financial fraud and how to protect yourself from these moving forward.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/25

Every company has its own set of acronyms and its own vernacular, which makes it difficult when you are trying to make a decision as to who you should do business with. So, in this episode, Brad and Matt will be sharing how Fiat Wealth Management is licensed, who they are as a company, and some of the internal changes they are making.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/24

If you are in the retirement planning industry, you have probably heard of our guest today. Ed Slott is a well-known retirement expert who leads seminars for financial planners and advises people on how to retire securely. In this episode, Ed joins the show to share his best advice to ensure your retirement savings aren't depleted by taxes by the time you need to use them. Listen in as Ed explains the difference between tax planning and tax preparation, as well as key takeaways from his book The New Retirement Savings Time Bomb. You will learn the importance of paying for your taxes now, how to avoid compounding tax debt and how to win the retirement game.

• The importance of planning your taxes for the long run.
• The difference between tax planning or preparation.
• How to make taxes work for you rather than against you.
• How to take control of your finances for retirement.
• The power of believing in your ability to save more money.
• The importance of learning from history.
• Why you should pay your taxes now.
• The benefit of working with a financial advisor.

"There is a big difference between tax preparation and tax planning."- Ed Slott

"When it comes to your retirement savings it's not how much as it is how much you get to keep." - Ed Slott

"Get your plan, not the government plan." - Ed Slott

• The New Retirement Savings Time Bomb by Ed Slott
• Think and Grow Rich by Napoleon Hill

Born and raised in Iowa, Tim Monson lives in eastern Pennsylvania with his wife and four sons. Tim values seeing people live their lives with focus. His goal is to bring value to the lives of those around him in practical ways, and there are few better ways to do that than building trust through helping clients find clarity and purpose in utilizing their money to enjoy their lives. In this episode, Tim joins the show to discuss his current role in our team and share a bit about how he got started in the industry.

Tim believes you must treat people the way you want to be treated, and this is a phrase he lives by, which is evident in his work. Listen in as he shares the value of having a thick skin and the importance of ensuring you are doing the right thing—not the thing that makes everyone happy.

• The value of having thick skin.
• Why you should always treat people the way you want to be treated.
• What Tim has learned throughout his years.
• How he ended up working with the Fiat team.
• Tim's core values.

"Treat people the way you want to be treated." – Tim Monson

"Don't always do things to please people—do things because it's the right thing to do." – Tim Monson

"[The most important elements] are quality, value, and trust." – Tim Monson

• Tim Monson: Fiat Wealth Management | LinkedIn

• The Alchemist by Paulo Coelho

Creating a concrete vision is the anchor point of any strategic plan. It provides clarity to what you would ultimately like to achieve and gives direction to where you are heading as a company. At the end of 2021, we promised you that we would be sharing our visions for 2022 in the new year. So, in this episode, we will be verbalizing our plans and ideas for the coming 12 months.

Listen in as we explain why we want to bring a CPA into our practice in order to improve our tax planning advice and efforts. You will learn how we will make our clients' experience even better, how we plan to make our content more digestible so that our clients can truly understand their financial decisions, and our goals for this podcast.

• Our visions for 2022.
• Why we want to bring in a CPA.
• How we plan on bettering our tax planning advice.
• The importance of helping our clients make their own decisions.
• How we will make our content more "snack-able" for 2022.
• How we plan to make our customer experience better.
• Our personal New Year's resolutions.

• "[We] love the idea of empowering people to make their own financial decisions." – Fiat Wealth Management
• "Set personal boundaries for yourself." – Fiat Wealth Management
• "Every day is an opportunity for us to learn and do better." – Fiat Wealth Management

The end of 2021 is approaching and Fiat Wealth Management is ready to reflect on their past year! Tune in to Brad Gotto and Matt Stahl’s conversation reviewing the highlights of their year!

In this episode, Brad and Matt discuss their accomplishments, challenges, and lessons learned over the past 12 months, and break down how they will carry these lessons and experiences into 2022!

Brad and Matt discuss:

• Recapping the last year with Fiat Wealth Management
• What to expect in the 2022 upcoming episodes
• The company’s statistics including revenue growth and client retention
• The importance of taking care of the families they work with
• The impact of their decisions reflecting on others
• And so much more!

Connect with Matt Stahl

LinkedIn: Matt Stahl

Connect with Brad Gotto

LinkedIn: Brad Gotto