In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management are joined by special guest Candace Messner of True Agent Real Estate for a candid, wide-ranging conversation that goes far beyond Real Estate 101.

Together, they explore how real estate fits into a bigger financial picture; touching on investing strategies, retirement planning, tax considerations, and what “retirement” really means in today’s world. From staying active and generating income later in life to aligning real estate decisions with long-term financial goals, this episode blends practical insight with real-world experience.

Whether you’re just getting started or thinking at a more advanced level, this discussion offers valuable takeaways on planning smarter, asking better questions, and building a strategy that works for your life.

The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation.

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management break down the often-overlooked process of reviewing your company’s 401(k) plan. As the new year begins, many business owners and HR professionals revisit different areas of their business, but the 401(k) is one area that’s frequently ignored or feels too overwhelming to tackle.

The brothers walk through what a 401(k) review actually looks like, debunk common myths about how time-consuming or complicated it is, and explain how an RFP (request for proposal) can help you evaluate your plan without committing to changes.

They cover key considerations like provider comparisons, plan documents, employer match options, auto-enrollment, employee tools, and fiduciary responsibility. Whether you discover opportunities for improvement or confirm that your plan is already in great shape, this episode shows why a 401(k) review can benefit both business owners and employees, and why it’s easier than you think.

Disclosures: The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of The Pitti Group strategies are disclosed in the publicly available Form ADV Part 2A.

Matt and Anthony return for another crowd-favorite confession session. Turns out, the things people admit about work, money, and daily habits are more universal than you’d expect. From the temptations of working from home to the surge of silent quitting, the brothers reflect on what these habits reveal about our financial priorities. Real stories, real talk, all wrapped in insight and humor.

Disclosures: 
The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. 

When changing jobs, it’s easy to lose track of old retirement plans, but what happens to that money, and what should you do next? In this episode, Matt and Anthony break down the real-life decisions behind retirement account rollovers, including whether to keep your plan where it is, move funds into a new employer plan, roll into an IRA, or cash out entirely. They discuss the pros and cons of each option, the importance of understanding your investment choices, and why being informed is the key to long-term success. Whether you’re switching careers, dealing with a layoff, retiring, or just playing catch-up on past accounts, this episode will help you understand your options and make confident decisions with your retirement savings.

Disclosures: The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of The Pitti Group strategies are disclosed in the publicly available Form ADV Part 2A.

In this episode of The Finance Things in Life, Matt and Anthony sit down with longtime friend and real estate investor Marty Grizzanti, owner of Suplex Properties. Together, they dive into the realities of real estate investing, from commercial opportunities to residential flips, and the mindset needed to build long-term wealth. The conversation also explores the shifting landscape of the trades, the decline of traditional college pathways, and why blue-collar skills may become some of the most valuable assets in the coming decade. Marty also shares updates on available commercial space in Victor/Farmington and offers insight for anyone looking to remodel a professional office. Whether you're new to real estate or looking to level up your investing game, this episode is loaded with practical advice, honest stories, and laughs from old friends reconnecting.

Disclosures:

The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice, and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation.No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of The Pitti Group strategies are disclosed in the publicly available Form ADV Part 2A.

Matt and Anthony from The Pitti Group Wealth Management break down the Top 5 Financial Mistakes people are still making, according to Finance Time. In this fun and insightful episode, Anthony tries to guess each mistake while Matt reveals the real list, sparking honest conversations about emotional investing, the power of a solid financial plan, and why having an advisor can feel a lot like therapy (minus the bar tab). Whether you’re planning for retirement or just trying to get your money right this year, this episode will help you steer clear of costly missteps.The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice, and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of The Pitti Group strategies are disclosed in the publicly available Form ADV Part 2A.

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management break down the six key ages you need to know for effective retirement planning. From your pre-50s contribution years to post-70 estate updates, they walk through each milestone and what actions to take at every stage, including catch-up contributions, penalty-free withdrawals, Social Security timing, Medicare enrollment, and RMDs.

Whether you’re planning your own retirement or helping loved ones prepare, this episode offers a clear, practical roadmap to help you stay organized and make the most of every opportunity along the way.

The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. 

The information provided is for educational and informational purposes only and does not constitute investment advice, and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.

This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed.  There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.

Matt and Anthony from The Pitti Group are back with the second edition of Money Confessions! From unused gym memberships to surprise streaming charges, they unpack the little financial habits that quietly drain our wallets. Tune in for real stories, relatable laughs, and practical tips to keep your finances in check, no judgment, just honest conversation.

The Pitti Group Wealth Management, LLC  (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://www.thepittigroup.com/

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation.

Matt and Anthony from The Pitti Group Wealth Management are spilling the tea on real-life money confessions, from secret savings accounts to luxury cars bought for the wrong reasons. In this fun and honest episode, they break down the emotions behind our financial choices, what we can learn from them, and why it’s okay to laugh (and cringe) along the way.

The Pitti Group Wealth Management, LLC  (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://www.thepittigroup.com/

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management explore one of the most important yet often delayed conversations families need to have: preparing children to handle finances, caregiving, and long-term planning.

From introducing your kids to your trusted advisors, to updating wills, beneficiaries, and powers of attorney, Matt and Anthony share practical steps for creating smoother transitions and stronger financial literacy for the next generation. They also highlight the importance of organizing accounts, planning for long-term care, and even writing a “family love letter” to reduce stress and uncertainty later on.

Whether you’re a parent looking to prepare your children, or an adult child hoping to support your parents, this conversation will give you tools to start early, communicate clearly, and build a team that ensures your family is ready for the future.

The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or anoffer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation.