The Finance Things in Life

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.

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management shift gears, tackling a deeply important topic: caring for aging parents.

They break down the conversations every family should be having before it’s too late. From organizing legal documents and setting up powers of attorney, to holding family meetings and making homes safer, Matt and Anthony share practical steps to ensure clarity and reduce stress down the road.

They also touch on:

• How to start sensitive conversations without creating defensiveness
• The importance of family love letters and document organization
• Long-term care options and the financial planning behind them
• Fraud prevention and monitoring for elderly loved ones
• Tax benefits and financial considerations when caring for parents

Whether you’re already helping your parents or just starting to think about what the future might look like, this episode provides guidance, perspective, and actionable steps to bring peace of mind.

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 solicitationto 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 oreliminate 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.

What does it take to carry on the legacy of a family business? In this episode, Matt and Anthony from the Pitti Group Wealth Management sit down with Ted Messner of Messner Flooring, a third-generation business leader whose grandfather started the company out of the family station wagon over 60 years ago.

Ted shares the challenges and rewards of succession planning, from growing up surrounded by the business, to learning the ropes of leadership, to honoring the legacy his father built while putting his own mark on the company. The conversation dives into the realities of running a family-owned business: the weight of responsibility, the importance of employee culture, lessons learned through transition, and why community connections are the heartbeat of sustainability.

Whether you’re part of a family business yourself, considering a succession plan, or simply curious about how generational businesses thrive, this episode offers candid insights and timeless wisdom.

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.

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management sit down with Brian, Vice President at JD Chapman Insurance, to dive deep into the world of insurance and asset protection. From homeowners and auto coverage to business exposures and policy renewals, Brian explains why keeping your insurance updated is critical, and how small oversights can lead to costly mistakes.

They discuss real-life examples (including a shocking one involving an undisclosed kitchen renovation), the importance of building a strong relationship with your insurance agent, and why proactive communication can save you from financial disaster.

Whether you’re a homeowner, business owner, or just someone trying to protect your assets, this episode will give you insights you didn’t know you needed.

General Risk Disclosure: “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.”

Informational Purposes: “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.”

Not Tax Advice: “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.”

General Firm Disclosure: “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.”

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management sit down with Kaleb Wilson, a standout golfer from West Virginia, to explore the evolving landscape of college sports, NIL (Name, Image, and Likeness) deals, and the financial realities young athletes face today.

Kaleb shares his experiences traveling the country, competing at a high level, and navigating the pressures that come with opportunities both on and off the field. The conversation covers everything from revenue sharing and athlete branding to the importance of staying grounded, investing in your future, and making smart choices with money at a young age.

Whether you’re an athlete, a parent, or just a sports fan curious about how NIL is reshaping the game, this episode offers valuable insights into balancing passion, performance, and personal finance.

Informational Purposes: “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.”

General Firm Disclosure: “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.”

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management sit down with retirement plan specialist Phil McCord to unpack the evolving world of retirement planning. From 401(k) updates to innovative digital tools that simplify employee education and plan access, they explore how employers can elevate their benefits offering and reduce administrative headaches in the process. Whether you're a business owner, HR leader, or just retirement-curious, this episode offers valuable insights into making retirement plans more efficient, accessible, and engaging for your team.

Tune in for smart strategies, practical tools, and why simplicity is the new superpower in retirement planning.

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.

In this episode of The Finance Things in Life, host Anthony Pitti from The Pitti Group Wealth Management sits down with serial entrepreneur Randy Spurling, founder of On the Spot Cleaners and The Spurling Group. Randy shares the real journey behind his business success, from hustling to pay bills in stage one to building systems that allowed him to scale, step back, and thrive.

They dive deep into the highs, lows, and lessons of entrepreneurship, discuss the importance of mentorship, business planning, and staffing, and talk about what it really takes to transition from working in your business to working on your business.

It’s not all spreadsheets and scaling , the episode ends with laughs, cereal talk, and some surprisingly cold milk wisdom.

They Cover:

• How Randy scaled from solopreneur to multi-business owner
• The importance of knowing your stage in business
• Why working less can mean earning more
• How lost leads affect your bottom line beyond just dollars
• When it’s time to step in, or step out, of your business

Have any questions or topic suggestions? Drop them in the comments or message us directly!

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.