The Finance Things in Life

In this episode, Matt and Anthony from The Pitti Group Wealth Management dive into the world of investing for children. Whether you're a parent or grandparent, choosing the right type of account, like a 529 plan, custodial account, or something else, can be confusing. They share personal experiences, walk through the pros and cons of each option, and even discuss entrepreneurial lessons from lemonade stands, Venmo for kids, and childhood pizza ventures. Tune in for practical tips, laughs, and guidance on building a strong financial foundation for the next generation.

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 from The Pitti Group Wealth Management dive into the often-overlooked world of 403(b) plans — a key retirement tool for educators, healthcare workers, and nonprofit employees.

They cover: 

- Common 403(b) mistakes and how to avoid them 

- The hidden fees quietly draining your account 

- Why your pension and 403(b) must be part of the same retirement conversation 

- The forgotten importance of updating beneficiaries 

- Actionable steps to take this summer to clean up and optimize your plan

Whether you're a veteran teacher or just starting in the nonprofit sector, this episode delivers practical tips to help you make smarter retirement decisions, minus the jargon.

Have a question or want us to cover a specific topic? Drop a comment or reach out,  we’re here to help!

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 anddoes 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 PittiGroup strategies are disclosed in the publicly available Form ADV Part 2A.

In this special episode of The Finance Things in Life, Matt and Anthony welcome their very first guest: Eric from The Eveland Group. Together, they dive into the human side of business—why great client relationships start with a happy, empowered internal team. Eric shares insights from the frontlines of employee benefits, how his team supports their clients through challenges, and why alignment between sales and service is crucial. From high-energy pitches to the importance of follow-through, this episode is full of honest takes, relatable moments, and even a nod to Tommy Boy. Don’t miss this one—it's the kind of conversation that sets the bar high for every episode to come.

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, Matt and Anthony from The Pitti Group Wealth Management dive into 401(k) plans and what employers need to understand about their fiduciary responsibilities. From plan design and cost comparisons to compliance and risk mitigation, they share insights to help business owners make informed decisions and avoid common pitfalls. Whether you're offering a retirement plan for the first time or reviewing an existing one, this is essential listening.

• NY small business retirement mandate 
• Fiduciary duties explained
• How to audit and compare your plan
• Tailoring plans to your business and employees
• Tax benefits and long-term strategies

Have questions about your specific situation? Reach out, we're here to help.

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. Diversification does not ensure a profit or guarantee against loss.

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management explore how to protect your financial assets from cyber threats and scams. From strong passwords and two-factor authentication to real-world stories of elder financial abuse, they cover the growing risks in today’s digital landscape, and how to guard against them.

They discuss:

• Best practices for online financial security
• The dangers of social engineering scams
• How cognitive decline can increase vulnerability
• The importance of trusted contacts and power of attorney
• Tools and tips to stay protected

Whether you’re managing your own finances or looking out for aging loved ones, this episode is full of practical guidance to help you stay one step ahead of cybercriminals.

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 dig into the "Financial Inbox," a collection of real listener questions. From retirement planning for young professionals to the importance of rebalancing your portfolio and managing market volatility, they break down practical advice you can apply today. Whether you're just starting your career or looking to fine-tune your investment strategy, there's something in here for everyone (yes, even a nod to fantasy football).

Have a financial question? Send it in, we might feature it next time!

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 onas 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.
Diversification does not ensure a profit or guarantee againstloss.

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management break down everything you need to know about IRAs. What’s the difference between a Traditional and a Roth IRA? How do income limits and tax strategies play into your decision? Whether you're just starting out or nearing retirement, this conversation offers practical insight into how IRAs fit into your overall retirement strategy.

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.

Life happens, marriage, divorce, kids, loss, and each event can shake up your financial world. In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management dive into how major life events can impact your financial plan and what steps you can take to stay ahead.

From making sure your spouse knows where the accounts are to discovering bonds in a shoebox in the freezer (yes, really), this episode is packed with real stories, practical tools like the Life Folio Checklist, and advice on preparing for the unexpected. Whether you're newly married or navigating a loss, don't miss these essential tips to keep your financial life organized and your loved ones protected.

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 onas 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, Matt and Anthony from The Pitti Group break down what it takes to prepare for retirement, long before you start investing. From identifying your ideal retirement age to factoring in life events like weddings, college, and even grandkids, they walk you through how to build a clear, flexible, and realistic financial plan. They also dive into how tools like the Envision plan can help measure the probability of success in retirement and guide smarter decisions along the way. Whether you're decades out or nearing the finish line, this episode helps you start thinking like a planner, not just a saver.

Note: Diversification does not ensure profit or guarantee against lossThe 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 the very first episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management dive deep into what it really means to create a retirement plan that fits your life—not just a vague notion of saving money. Whether you're in your 20s or approaching retirement, they explain why having a personalized financial plan is essential, what key questions to ask yourself, and how to factor in everything from travel and education goals to inflation and liabilities.

They also share real-life planning scenarios, bust common retirement myths, and stress the importance of communication—especially with your spouse. Learn how the Envision tool helps build adaptable plans and why starting early, staying flexible, and revisiting your plan regularly can be the key to future financial peace of mind.

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.