Retirement: Redefined

Get ready to unlock the secrets of the tax world in this episode as we welcome Carly Carlson, CPA and Managing Member at WE Team LLC, to share her expert insights on taxes. Taxes can be a daunting topic for many of us, but Carly is here to demystify it all and help us understand why finding the right accounting firm for your business is crucial.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/50

Are you feeling anxious about market volatility and how it may impact your investments? In the past year, the S&P 500 has seen a 20% decrease, with almost every sector experiencing significant losses. So, how can you stay invested and make wise financial decisions—even when faced with market volatility? Today we provide a market recap and discuss how context is critical when it comes to making sound financial decisions. Whether you're a retiree or a seasoned investor, this episode provides valuable insights and practical tips on how to remain invested and navigate market downturns with confidence.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/49

What is the secret to maintaining wealth over the long term, and why do so many people struggle with it? In this episode, we delve into the often-overlooked aspect of maintaining wealth, and why it's such a challenging task for many people. The key to staying wealthy is a combination of frugality and paranoia, and we explore the survival mentality that is crucial to long-term success.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/48

It's important to take the time to reflect on the goals you set for yourself in the past year and assess your progress. This reflection can be a valuable tool in understanding what worked well for you and what areas may need improvement. It's also a great opportunity to re-evaluate your priorities and make any necessary adjustments to your goals for the year ahead. In this episode, we will be reviewing our goals from 2022 and setting new intentions for 2023.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/47

2022 was an unforgettable year. Following years of uncertainty and entering a new phase of market decline, we have forged on feeling prepared to tackle what lay ahead. We decided to make some large internal changes here at Fiat this year, which has impacted many areas of our practice—mostly in a positive way! So, in this episode, we will be sharing our year in review and explaining not only what changes we made, but also how these changes shifted our business.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/46                 

If something compounds, a small start can lead to incredible results that seem impossible. This can lead to many people underestimating what is possible and where growth can lead regardless of where or when they begin. The truth is time is the most powerful force in investing and so, if you want to be better at investing, your best option is to increase your time horizon. In this episode, we dive deep into chapter 4 of The Psychology of Money by Morgan Housel and explain how this relates to your retirement savings - the possibilities for your savings are endless!

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/45

Not everyone lives a purposeful life where their values guide their decisions. In fact, many people allow money and the opinions of others to control what they do rather than focusing on what truly matters to them. This was not the case with our guest today. Kelly Wolf worked his way up the corporate ladder after starting out as a dairy farmer only to realize life was about more than how much money you make. Today he joins the show to share this journey with us.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/44

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 offer that they couldn't refuse and allowing them to focus on consulting. They now live what we consider an "every day is Saturday" lifestyle and in this episode, they will be sharing their journey from start to finish.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/43

Generosity is beneficial to both the giver and the receiver. In fact, research shows that people who give more are generally happier. And the good news is you don't have to give away a large amount of anything. Simple actions can sometimes make the biggest difference. So, in this episode, we will be discussing practical advice for financial gifting that goes beyond your time on earth.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/42

Many people will require some type of long-term care as they reach their elderly years. It is a simple fact of life that as we get older it becomes harder for us to be independent and unfortunately, the cost of long-term care can be quite daunting. Despite this knowledge, many people delay installing a long-term care plan. So, in this episode, we will be sharing the importance of creating a long-term care plan, how to start preparing financially for this and what this plan should entail.

You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/41