Brad Gotto And Matt Stahl - Podcast Details

Shows

Every Day is SaturdayEp 86. Special AnnouncementIn this episode, Brad Gotto enters the spotlight with exciting news. As he opens with stories of personal renovations and classic car restorations, Brad draws a parallel to the evolution of the podcast itself. Brad announces a temporary pause in new episodes as the team gears up to bring you a revamped, reenergized, and even more valuable listening experience in 2025. But don’t worry—this isn’t goodbye; it’s just a "see you later" as they work behind the scenes to elevate the show you know and love. The 86 episodes we've released so far are still available for you to e...2024-08-1406 min

Every Day is SaturdayEp 85. Where’s Waldo (Matt Stahl)In this episode, Matt delves into how his passion for helping others find fulfillment beyond financial success has evolved into a structured program aimed at enhancing human potential. With Ascent, he combines his love for wellness, adventure, connection, and pursuit into a holistic approach designed to inspire and elevate individuals. Tune in to learn more about Matt's journey from financial advising to community building.2024-07-3126 min

Every Day is SaturdayEp 84. Psychology of Money: Nothing is FreeWe all know that nothing is free, but what about those hidden costs? We’ve been going through The Psychology of Money by Morgan Housel and in this episode, you will get to hear about Chapter 15 where he talks about the concept that nothing is free. We will summarize the most important aspects of the concept and apply it to financial planning and the psychology of money. 2024-07-1729 min

Every Day is SaturdayEp 83. Replay - How Is Your Advisor Being Paid? Part 2In part two of this two-part series, we dive into the nuances of how financial advisors are paid, specifically on the insurance side. Not all advisors are licensed, regulated, or compensated in the same way, which can greatly impact the services they provide. We will help you understand the various ways advisors earn their keep, from annuities and life insurance to long-term care or disability insurance. 2024-07-0327 min

Every Day is SaturdayEp 82. Replay - How Is Your Advisor Being Paid? Part 1Have you ever wondered how your financial advisor is really compensated? In this episode, we discuss how different advisors are paid, the regulatory standards for fiduciaries and brokers, and the importance of understanding these differences. We'll explain why it's crucial to know if your advisor is a fiduciary, ensuring there are no hidden fees or buried commissions. 2024-06-1929 min

Every Day is SaturdayEp 81. Navigating Long-Term Care with Natalie MorlandJoining the show today is Natalie Morland, Executive Director of Trouvaille Memory Care Suites, to discuss the spectrum of care options and the importance of having a long-term vision. Natalie will share why spending time with family or loved ones to discuss values and preferences is crucial when making these decisions. She’ll also address the current state of long-term care, the financial struggles of care facilities, and the increasing need for education about available options. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/81 2024-06-0543 min

Every Day is SaturdayEp 80. Mastering Behavioral Finance with Dr. Daniel CrosbyToday we sit down with Dr. Daniel Crosby, a leading expert in behavioral finance, to uncover the fascinating intersection of psychology and investment management. How did Dr. Crosby, with his background in psychology, find his way into the world of finance? Listen in as he shares his journey and insights into the main biases that drive our financial decisions, shedding light on why we often prioritize avoiding losses over seeking gains, why understanding the nuances of behavioral biases is crucial for effective risk management, and more. You can find show notes and more information by clicking here...2024-05-2238 min

Every Day is SaturdayEp 79. Empowering Women in Transition with Jennifer LeeToday, we're joined by Jennifer Lee, a seasoned financial advisor with 28 years of experience and the Founder of Modern-Wealth, LLC. Jennifer's journey in financial advising and her approach to addressing the needs of women in transition offer valuable insights for all listeners. From the inception of her book idea to the significance of having difficult conversations about finances, Jennifer shares her wealth of knowledge with candor and empathy. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/79 2024-05-0829 min

Every Day is SaturdayEp 78. The Psychology of Money: You’ll ChangeHave you ever considered how much your goals and desires might change over time? In this episode, we dive into Chapter 14 of Morgan Housel's book, The Psychology of Money, exploring the concept that our future selves are often unpredictable. We tend to underestimate the extent to which our personalities and aspirations will evolve, and as we reflect on our past decisions, we may realize that what once seemed ideal may no longer align with who we are becoming. This is why it’s crucial to avoid extremes in financial planning, instead aiming for a balanced approach that accommodates life's in...2024-04-2422 min

Every Day is SaturdayEp 77. How Is Your Portfolio Like a Football Team?Today we are going to break down the connection between football and investment strategy. Imagine your portfolio as a football team, where each position demands a distinct skill set. Just as a coach strategizes player positions, your portfolio requires careful construction. We'll explore how to divide your investments into "now, soon, and later" money, ensuring your financial game plan is tailored to your unique needs and goals. Through drills like assessing time, taxes, risk, and balancing income versus growth, you'll discover how to optimize your portfolio's performance. You can find show notes and more information by clicking...2024-04-1020 min

Every Day is SaturdayEp 76. The Psychology of Money: Room for ErrorToday we are revisiting Morgan Housel's book, The Psychology of Money, this time taking a deep dive into dive into Chapter 13: Room for Error. The key takeaway? If you're aiming for long-term success, leaving room for error is crucial. As Housel puts it, "Room for error lets you endure a range of potential outcomes, and endurance lets you stick around long enough to let the odds of benefiting from a low-probability outcome fall in your favor." With that in mind, we'll explore the concept of margin of safety, the importance of preparing for various outcomes, and why it's essential...2024-03-2730 min

Every Day is SaturdayEp 75. The True Value of Financial AdvisorsDoes working with an advisor truly add value compared to going solo? Today we are talking about the value a financial advisor brings to the table as discussed in the Vanguard Study entitled “Advisor Alpha”. We'll explore the seven key categories outlined in the study, shedding light on how these factors influence financial outcomes. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/75 2024-03-1331 min

Every Day is SaturdayEp 74. The Future of Wealth ManagementToday we're discussing the future of wealth management through the lens of technology. Why should you care about this rapidly evolving landscape? In this episode, we will explain the impact of artificial intelligence (AI) on investment strategies and explore how technological advancements are reshaping access to wealth management services. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/74 2024-02-2822 min

Every Day is SaturdayEp 73. Meet Our Senior Advisor Lauren Brown, CFP®Lauren Brown, CFP®, brings more than just professional expertise to the table. In this episode, Lauren shares her journey, deeply influenced by her mother, a trailblazing CFP® with roots in Wall Street. Amidst the challenges that nearly led her to surrender, Lauren's story is a testament to resilience and female empowerment. Now a Senior Advisor at Fiat Wealth Management, she discusses her passion for helping women navigate the complexities of finance and addresses the gender gap in financial literacy. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/73 2024-02-1427 min

Every Day is SaturdayEp 72. The Psychology of Money: Surprise!In the intricate world of investments, the unexpected is not just a possibility but a constant reality. Delving into the markets, we often encounter unprecedented events that challenge historical patterns and conventional wisdom. While using history as a guide offers insights, it can also blind us to outlier events—those rare occurrences that shape our destinies. In this episode, we discuss Chapter 12 of The Psychology of Money by Morgan Housel, focusing on the element of surprise in the ever-evolving landscape of finance. You can find show notes and more information by clicking here: https://www.fiatwm.com/po...2024-02-0634 min

Every Day is SaturdayEp 72. Your Real Net Worth Do you know what your REAL net worth is? As you may know, net worth is a pretty standard way to gauge financial success. However, there’s a key component to this that is not calculated – but should be. In this episode, we’ll be discussing what your real net worth is, why it’s important (especially when it comes to retirement years), and how to calculate it. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/72 2024-01-3125 min

Every Day is SaturdaySPECIAL EPISODE REPLAY: From Stressful Corporate Job To Living Life on Their Terms With Steve and Renee Shanesy*This special episode replay is dedicated to Steve Shanesy.* 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 th...2024-01-1747 min

Every Day is SaturdayEp 71. The Psychology of Money: Reasonable Is Greater Than RationalWhy is being reasonable the key to long-term success in handling your money? In a world where emotions often intertwine with financial decisions, it's essential to recognize that you're not just a spreadsheet; you're a unique, emotional individual. In this episode, we delve into the importance of balancing reason and emotion in financial planning. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/71 2024-01-0330 min

Every Day is SaturdayEp 70. The Great Wealth TransferWith half of the wealth in the United States resting in the hands of the Boomer generation, the landscape is set for a shift as they age. In this episode, we discuss the complexities of the great wealth transfer, explaining potential pitfalls, the crucial consideration of taxes during the transfer, and the misconception that money alone can solve all problems. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/70 2023-12-2026 min

Every Day is SaturdayEp 69. Brad’s New ConceptDiscover the secret to your long-term financial well-being in this episode as we dive into Brad's concept of "real net worth." While net worth is commonly used to gauge financial success and retirement readiness, the calculation is often misunderstood. In this episode, you’ll learn about the nuances of your true assets and liabilities, going beyond conventional measures to see where you truly stand. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/69 2023-12-0625 min

Every Day is SaturdayEp 68. Why Fiat?Choosing a financial advisory firm is a critical decision, and today, we'll dive into why Fiat stands out among the rest. We'll break down how, unlike firms dealing with trust funds or perpetual wealth, Fiat focuses on those transitioning from their working years to retirement, fostering relationships with clients they genuinely care about. Listen in to discover the significance of liking your financial advisor and the benefits of seeking help for retirement planning. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/68 2023-11-2222 min

Every Day is SaturdayEp 67. Owning Property While Transitioning Into Retirement Vs. RentingToday we dive deep into the question of whether it makes sense to own a home as you transition into retirement. As retirement brings various life-changing decisions, the choice between owning and renting a home is a critical one. We'll present both sides of the argument, exploring the advantages and drawbacks. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/67 2023-11-0828 min

Every Day is SaturdayEp 66. Lessons and Insights From Our Time in the IndustryToday we dive into the insights and experiences gained over the years. We reflect on the lessons that have shaped our approach, the things we wish we knew when starting, and the areas where we might have taken a different path. From stepping into the unknown world of our first jobs to the realization that financial planning is not just about investments, we discuss the complexities of the industry. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/66 2023-10-2531 min

Every Day is SaturdayEp 65. Debunking Debt Myths: The Power of Strategic BorrowingToday we dive into the age-old debate: is all debt really bad? While it's true that debt always carries some level of risk, we challenge the notion that it's universally detrimental. We explore various scenarios where debt can be a useful financial tool and why taking out a mortgage, for example, might not be the financial bad guy it's often portrayed as. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/65 2023-10-1118 min

Every Day is SaturdayEp 64. The Psychology of Money: Save MoneyHow does the act of saving money impact your financial well-being, and why is it often underestimated or overlooked? In this episode, we will discuss Chapter 10 of The Psychology of Money by Morgan Housel, titled "Save Money." We dissect the influence your savings have on wealth-building—an aspect even more crucial than your income or investment returns. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/64 2023-09-2726 min

Every Day is SaturdayEp 63. Raising Kids to Make Smart Money ChoicesToday we sit down with two special guests, William and Hudson, to have a candid conversation about an essential aspect of parenting: teaching kids about money. Raising financially savvy children is a challenge many parents face, and it's crucial to equip them with the knowledge and skills to make sound financial decisions as they grow. Whether you're a parent, grandparent, or simply someone eager to nurture the financial acumen of the young minds in your life, this episode is designed to provide valuable tips and strategies for navigating the delicate subject of money with children. You can...2023-09-1322 min

Every Day is SaturdayEp 62. Mastering Estate Planning: Safeguarding Your Legacy with Jay OrganekWhat are the critical aspects of estate planning and the common pitfalls that people often face? In this episode, we delve into these questions and more with Jay Organek, VP of Legal Product at Wealth.com. Navigating the emotional complexities tied to inherited assets and finances can be challenging, so we start off by addressing a fundamental question: Why is it so important to think about your mortality and plan for the inevitable—especially when it comes to securing your family's future as beneficiaries of your estate? You can find show notes and more information by clicking he...2023-08-3044 min

Every Day is SaturdayEp 61. The Illusion of AffluenceEver wondered about the difference between being rich and being truly wealthy? In this episode, Matt and Brad delve into the world of wealth, riches, and the perceptions that surround them. Drawing inspiration from The Psychology of Money by Morgan Housel, they explore the difference between being rich and being wealthy—and why it's essential to understand this distinction. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/61 2023-08-1619 min

Every Day is SaturdayEp 60. 401(k) Myths: Debunking Max Out Strategies for Financial SuccessShould you always max out your 401(k)? This is a big question that comes up often, so in this episode, Brad and Matt dive into this prevalent financial myth. Shedding light on five reasons why maximizing your 401(k) may not always be the best strategy, they emphasize the issue of liquidity and why building an emergency fund outside of the 401(k) becomes essential for financial security. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/60 2023-08-0220 min

Every Day is SaturdayEp 59. Anne and Skip's Inspiring Journey to a Fulfilling RetirementToday we want to share a glimpse into the intentional lives led by individuals post-retirement. While many struggle to find their identity after leaving the workforce, there are those who have embraced an "Every Day is Saturday" lifestyle with a rockstar flair. Joining us in this episode are Anne Denny and Skip Stromberg, who share their inspiring journey leading up to retirement, their decision to embark on a remarkable RV adventure across the United States, and the challenges they encountered on the road. You can find show notes and more information by clicking here: https://www.fiatwm...2023-07-1935 min

Every Day is SaturdayEp 58. The Psychology of Money: Freedom & Man in the Car ParadoxToday we delve into the fundamental question: What makes people happy? Continuing our exploration of The Psychology of Money by Morgan Housel, we dive into chapters 7 and 8, where a revelation emerges: the key to happiness lies in our innate desire for control. The ability to shape our lives according to our desires, to choose our paths, companions, and destinations, emerges as the ultimate source of joy. Money, then, takes on a profound significance—it offers us the invaluable currency of time. Listen in as we explore the role of early and ongoing financial decision-making, as well as the importance of...2023-07-0535 min

Every Day is SaturdayEp 57. Demystifying Social Security: Navigating Taxation and Maximizing Retirement BenefitsShould you be concerned about Social Security and the impact it may have on your financial future? Dating back to its enactment in 1935, social security was envisioned as a means of providing support during the later stages of life when individuals might be unable to continue working. While concerns about its longevity persist, it is important to note that the program has been extended until 2037. In this episode, we break down the intricacies of social security and dispel the misleading headlines that you may see in the news so that you can make the most of this vital retirement...2023-06-2125 min

Every Day is SaturdayEp 56. The Hidden Costs Associated with Investing: Exploring Fees and ExpensesHave you ever wondered about the fees and expenses associated with investing? In today's episode, we dive into this topic headfirst as we explore three hypothetical client scenarios and shed light on the costs involved in different investment relationships. Throughout the episode, we unravel the truth that Wall Street doesn't work for free, emphasizing the importance of being mindful of fees in the world of investments. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/56 2023-06-0752 min

Every Day is SaturdayEp 55. Embracing Challenges, Celebrating Victories, and Expanding Your PotentialFor many, the pursuit of a rich and purposeful life is anything but a straight line. It consists of life experiences, uncomfortable situations, and transformative challenges. In this episode, Brad shares the insights he has learned from recently going back to graduate college as an older student, revealing how these pivotal (and somewhat uncomfortable) moments shape character and propel us towards greatness. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/55 2023-05-2426 min

Every Day is SaturdayEp 54. The Golden Dilemma: Investing in Precious Metals in Today's MarketAs we delve into the world of precious metals, it's important to recognize that the allure of gold is not what it once was. Our ancestors coveted this precious metal for its aesthetic and cultural significance, whereas today we see it as a symbol of wealth and a potential investment opportunity. However, the question remains: is gold truly a wise investment? You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/54 2023-05-1030 min

Every Day is SaturdayEp 53. The Psychology of Investing: How Failures Drive SuccessToday we'll be diving into chapter 6 of Morgan Housel's book, The Psychology of Money. This chapter, entitled "Tales You Win", explores the intriguing idea that being wrong half of the time can still lead to financial success. Our discussion will focus on being on the brink of success and failure, as well as how perseverance—even when met with repeated failures—is the key to success in investing. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/53 2023-04-2628 min

Every Day is SaturdayEp 52. Uncovering the Secrets of Investing with Kurt BrownHave you ever thought about starting your investing journey, only to be overwhelmed by the amount of information available? Were you left feeling unsure of where to even begin? In this episode, we dissect the world of investing with Kurt Brown, the CEO of TownSquare. Kurt shares his fascinating journey of transitioning from Wall Street to becoming the CEO of an investment platform and reveals why so many people are now looking for independently-owned firms rather than big banks. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/52 2023-04-1247 min

Every Day is SaturdayEp 51. Meet Cooper Hitt - The Jack-of-All-TradesHave you ever wondered how people find their calling in finance and what it takes to succeed in a small business environment? In this episode, Cooper Hitt, Investment and Reporting Manager at Fiat Wealth Management, shares his inspiring story of how he discovered his passion for finance and joined the team at Fiat. Cooper describes his journey through his career and personal growth, revealing how he found his true calling in finance and discovered his superpowers in the field. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/51 2023-03-2930 min

Every Day is SaturdayEp 50. Unlocking the Secrets of Taxes: A CPA's Guide to Financial Success with Carly CarlsonGet 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 2023-03-1536 min

Every Day is SaturdayEp 49. Markets - Nowhere to HideAre 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 ca...2023-03-0143 min

Every Day is SaturdayEp 48. Getting Wealthy Vs. Staying WealthyWhat 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 2023-02-1537 min

Every Day is SaturdayEp 47: Reflecting on the Past Year and Setting Intentions for the NextIt'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 2023-02-0132 min

Every Day is SaturdayEp 46. Our 2022 Year in Review2022 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 2023-01-1835 min

Every Day is SaturdayEp 45. Confounding CompoundingIf 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!2023-01-0437 min

Every Day is SaturdayEp 44. Letting Your Values Guide Your Decisions with Kelly WolfNot 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...2022-12-2132 min

Every Day is SaturdayEp 43. From Stressful Corporate Job To Living Life on Their Terms With Steve and Renee ShanesyRenee 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...2022-12-0744 min

Every Day is SaturdayEp 42. The Power of GivingGenerosity 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 2022-11-2350 min

Every Day is SaturdayEp 41. Creating A Plan for Long-Term CareMany 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...2022-11-0942 min

Every Day is SaturdayEp 40. When Is It Enough?How do you know when you have enough? One of the toughest skills in life is getting the goalpost to stop moving. Comparing ourselves to where others are is often the issue because there is always someone higher on the ladder. Having enough doesn’t mean you have to go without. Instead, it means you know how to appreciate what you have without constantly searching for more. So, in this episode, we will be discussing the third chapter of The Psychology of Money, titled “Never Enough,” and explaining how to find happiness in what you have. You can fi...2022-10-2633 min

Every Day is SaturdayEp 39. Welcoming Our First Remote Advisor: Mark KlineAfter 12 years of building relationships and helping his customers in the manufacturing and construction industry keep their employees safe, Mark Kline decided to make a big shift in his life. Since he always had a passion for finance, he decided to turn his passion into his career. Today Mark joins the show to share a bit about his background and his excitement to help families develop a plan (and purpose) for their money. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/39 2022-10-1232 min

Every Day is SaturdayEp 38. How To Stop Letting Your Money Guide Your Life with Mitch ReaumeSome people let their money guide their life, while others let their life guide their money and they allow their values to guide their decisions. Our guest today has chosen to live a more intentional life, following his dreams instead of following the money. Mitch Reaume, CEO of Fight For Something and former Pastor, will be joining the show to share his journey to becoming a business owner, including his advice for those wanting to be more intentional with their money. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/38 2022-09-2835 min

Every Day is SaturdayEp 37. Spending Money and Having FunAfter decades of hard work, you’re finally approaching the next chapter of your life: retirement. These years are supposed to be fun, but the financial worries of living off of savings for the remainder of your life can take over the excitement. So, in this episode, we will be talking about Brad’s new book, Spending Money and Having Fun, and sharing key concepts, such as how to change your mindset around spending and create boundaries that buy you freedom. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/37 2022-09-1427 min

Every Day is SaturdayEp 36. A Season of Change with Darren LepakNot everybody’s journey starts out the same way. In fact, many people start multiple careers before discovering what it is that truly makes them happy. They might start out as a truck driver and end up as a doctor. Or, in the case of Darren Lepak, they might start out selling life insurance and end up as a private wealth manager and advisor. Today Darren joins the show to share a look into his life and the path that led him to be one of our new members at Fiat Wealth Management. You can find show no...2022-08-3130 min

Every Day is SaturdayEp 35. The Psychology of Money: Luck and Risk“Nothing is as good or as bad as it seems.” In times of trouble, it can be easy to exaggerate the severity of the situation. When things are going great, it can be easy to overlook the signs that things may not be as amazing as they seem. In this episode, we will be going over the second chapter of The Psychology of Money, Luck and Risk, in which Morgan Housel describes how sometimes the success or failure of someone or something is simply down to a matter of circumstance rather than hard work. You can find show n...2022-08-1732 min

Every Day is SaturdayEp 34. The Psychology of Money: No One's CrazyTruly becoming an expert in finance requires an in-depth understanding of human psychology. The unreasonable and erratic behaviors of investors and consumers (such as overconfidence and impatience) have a massive impact on not only the global markets, but also your own personal finances. So, in this episode, we will be going over the first chapter of The Psychology of Money by Morgan Housel, in which he shares his reasoning as to why people have different views on money. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/34 2022-08-0328 min

Every Day is SaturdayEp 33. Living the Every Day is Saturday Life with Jason SussMost people want to find a dream job that they feel fulfilled by, but many don’t put in the work to make this dream a reality. So, how do you find the courage to step out of your comfort zone and pursue your passions? Our guest today is Jason Suss, owner of A Proper Pour, a company he started at the beginning of the pandemic after quitting his 15-year IT career. In this episode, he will be sharing his inspirational story of how he took a chance in creating the life he wanted and ended up where he is...2022-07-2046 min

Every Day is SaturdayEp 32. Meet Our New COO, Ashley MilotIn our last episode, we discussed the big changes we are making within Fiat Wealth Management, including Matt Stahl’s announcement that he will be stepping away from ownership of the company. As many of Matt’s responsibilities were operational, that left a gap for Fiat to fill. Enter Ashley Milot, our new Chief Operating Officer. Today Ashley joins the show to share her journey to stepping into this role and what this means for the company moving forward. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/32 2022-07-0629 min

Every Day is SaturdayEp 31. Don’t Poke The Bear Market Since the beginning of 2022, the S&P 500 index has dropped considerably, with some of the biggest companies dropping as much as 30-40%. Unfortunately, with inflation continuously on the rise and ongoing global uncertainty about a potential recession around the corner, this problem is only getting worse. So, what can you do? In this episode, Brad and Matt will be sharing their tips for making it through a bear market—including why you shouldn’t panic. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/31 2022-06-2225 min

Every Day is SaturdayEp 30. Chasing Your ValuesThis 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 2022-06-0833 min

Every Day is SaturdayEp 29. Everything You Need to Know About Annuities with Sheryl MooreIs there a way to guarantee that you will receive a paycheck every month, for the rest of your life - no matter how long you live? Surprisingly, the answer to this question is yes. However many people don’t seem to know about the benefits of annuity, or what it ever is. If you’ve worked with annuities and/or life insurance in any form or fashion, you are familiar with the name ‘Sheryl J. Moore.’ Today, the Annuity and Life Insurance Rockstar herself joins the show to discuss everything you need to know about annuity and creating the retireme...2022-05-2540 min

Every Day is SaturdayEp 28. Breaking Down the Psychology of MoneyMany 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/podc...2022-05-1125 min

Every Day is SaturdayEp 27. The History of InflationThe 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 ca...2022-04-2728 min

Every Day is SaturdayEp 26. Meet Courtney MillardCourtney 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 2022-04-1322 min

Every Day is Saturday25. Protecting Yourself from Financial CrimesFinancial 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 2022-03-3052 min

Every Day is Saturday24. Becoming An RIAEvery 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 2022-03-1628 min

Every Day is Saturday23. Tax Planning with Retirement Expert, Ed SlottIf 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 th...2022-03-0226 min

Every Day is Saturday22. Meet Our Newest Paraplanner: Tim MonsonBorn 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...2022-02-1617 min

Every Day is Saturday21. 2022 VisionsCreating 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...2022-02-0221 min

Every Day is Saturday20. Fiat – End of Year ReviewThe 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 taki...2022-01-1924 min

Every Day is Saturday19. Meet Juan Toran, Private Wealth ManagerWhat does drive mean to you? How does one pursue their goals and create a plan to reach them? In this episode, Brad Gotto and Matt Stahl have a conversation with Juan Toran about his journey to pursue his career goals, including becoming a registered yoga instructor and a financial crimes detective! Juan, Matt, and Brad discuss: Goals within career aspirations The approach that Fiat Wealth Management uses with their clients The impact of your workplace environment on your happiness and productivity Q&A with Juan And more! Connect with Matt and Br...2022-01-0526 min

Every Day is Saturday18. The Greatest Advantage of Taking a Risk in Yourself With Chadd MasonSome of the most practical products in any industry are built by the customers themselves, simply because they understand the issues by experiencing it first hand. In this episode, Brad Gotto and Matt Stahl speak with Chadd Mason, chief executive officer and founder at The Cabana Group. Chadd shares his unique background to how he got into the financial services industry. He also discusses how the Cabana Group is changing the financial industry with the rules-based nature of what they do for clients. Chadd discusses: Why he got into a career in investing––and what...2021-12-2237 min

Every Day is Saturday17. The 3 Biggest Risks In Retirement, Part Three – LongevityHow do you know how long your money will last throughout retirement? Are you looking for some advice on these questions that seem so hard to answer? In this episode, Brad Gotto and Matt Stahl round out their three part series with some words of advice when it comes to managing the longevity of your retirement funds. It is impossible to know how long your retirement will be, but Brad and Matt share advice to help you feel more comfortable in this stage of your life. Brad and Matt discuss: The difference between life e...2021-12-0824 min

Every Day is Saturday16. The 3 Biggest Risks in Retirement, Part Two – Withdrawal Rate RiskDo you know what your safe withdrawal rate risk is? We’ve got you covered! In this episode, Brad Gotto and Matt Stahl discuss another one of the three biggest risks of retirement, withdrawal rate risk. We dive into what the existing rates are and the risks associated with that. Brad and Matt discuss: The safe withdrawal rate of ‘The 4% Rule’ according to William Bengen The safe withdrawal rate of 2.4% as of March 2020 according to Wade Pfau The way we address withdrawal rate risk And more Connect With Fiat Wealth Manageme...2021-11-2427 min

Every Day is Saturday15. The 3 Biggest Risks in Retirement, Part One – Sequence of Returns RiskIt’s important to know how to SPEND your money in retirement––it might sound like all fun and games but there are some risks that you should be aware of before considering it a free for all. In this episode, Brad Gotto and Matt Stahl dive into the first big risk of spending your savings in retirement and explain how they address these risks with clients. Brad and Matt discuss: Three steps to creating a paycheck in retirement What a sequence of returns is––and why it can be so complicated The idea of building...2021-11-0330 min

Every Day is Saturday14. Freedom Inside the Boundaries of SpendingDo you know how to spend your money without guilt and have peace of mind knowing that you’re spending it the optimal way in retirement? In this episode, Brad Gotto and Matt Stahl share what they have learned through their personal experiences with budgeting. They also discuss what is commonly overlooked by their clients when it comes to spending their money well in retirement. Brad and Matt discuss: How to begin budgeting with your future in mind Why you should build a values-based budget before you get into the financial nitty-gritty The biggest ben...2021-10-2029 min

Every Day is Saturday13. Who is Private Wealth Manager Scott Airey?In previous episodes, you’ve been gradually meeting the team at Fiat Wealth Management. Now it’s time to meet another one of the advisors, Scott Airey. In this episode, Brad Gotto and Matt Stahl speak with Scott Airey, private wealth manager at Fiat Wealth Management. Scott shares who he is as a person, as a wealth manager, and how he found himself working in the financial services industry. Scott discusses: What his life was like before working in the financial services industry Where he has experienced the most personal growth since joining the team...2021-10-0638 min

Every Day is Saturday12. It’s Time to Understand Your Healthcare Coverage With Allison KrausThe number one reason that people do not retire before the age of 65 is because of healthcare—either the costs, or a lack of understanding of coverage. Open enrollment for Medicare is quickly approaching, and it’s important to understand your options before you make any decisions. In this episode, Brad Gotto and Matt Stahl talk … Continue reading 12. It’s Time to Understand Your Healthcare Coverage With Allison Kraus →2021-09-2240 min

Every Day is Saturday11. How Is Your Advisor Being Paid? Part 2In financial services, not all advisors are created equal—and this means they are not licenced, regulated, or even paid the same way. In part two of this two-part series, Brad Gotto and Matt Stahl help you understand the various ways that advisors get paid for their services on the insurance side. They discuss the different … Continue reading 11. How Is Your Advisor Being Paid? Part 2 →2021-09-0827 min

Every Day is Saturday10. How Is Your Advisor Being Paid? Part 1In financial services, not all advisors are created equal—and this means they are not licenced, regulated, or even paid the same way. In part one of this two-part series, Brad Gotto and Matt Stahl help you understand the various ways that advisors are compensated for their services. They describe the regulatory standards for fiduciaries and … Continue reading 10. How Is Your Advisor Being Paid? Part 1 →2021-08-2529 min

Every Day is Saturday9. Leading the Every Day Is Saturday Lifestyle With Gavin KaysenEveryone should be living the “Every Day Is Saturday” lifestyle in working life as well as in retirement. But what does that truly mean? In this episode, Matt Stahl speaks with award-winning chef Gavin Kaysen, founder of Soigné Hospitality Group in Minneapolis. They discuss how his passion for cooking at 15 years old kick-started his … Continue reading 9. Leading the Every Day Is Saturday Lifestyle With Gavin Kaysen →2021-08-1137 min

Every Day is Saturday8. Who is Private Wealth Manager Daniel Petkau?You’ve met Brad Gotto, Matt Stahl, and Daniel Colvin in the previous episodes. Now it is time to meet another one of the many advisors on their team, Daniel Petkau. In this episode, Brad Gotto and Matt Stahl sit down with Daniel Petkau, private wealth manager at Fiat Wealth Management to talk about Daniel’s journey … Continue reading 8. Who is Private Wealth Manager Daniel Petkau? →2021-07-2825 min

Every Day is Saturday7. Who is Private Wealth Manager Daniel Colvin?You’ve met Brad Gotto, and Matt Stahl on the previous episodes. Now it is time to meet one of the many advisors on their team, Daniel Colvin. In this episode, Brad Gotto and Matt Stahl sit down with Daniel Colvin, private wealth manager at Fiat Wealth Management to talk about Daniel’s journey to becoming an … Continue reading 7. Who is Private Wealth Manager Daniel Colvin? →2021-07-1422 min

Every Day is Saturday6. Do You Have the Four Essential Traits of a Long-Term Investor?Did you know that not everyone needs a financial advisor to be successful in managing their own finances? In this episode, Brad Gotto and Matt Stahl discuss the four essential traits of a successful long-term investor to see if you can check all the boxes yourself. Brad and Matt discuss: Why you need to have … Continue reading 6. Do You Have the Four Essential Traits of a Long-Term Investor? →2021-06-3032 min

Every Day is SaturdayEpisode 5 – Don’t Forget About Taxes in RetirementYou’ve done it, you retired. Now you’re staring at this big pile of money ready to live out your dream retirement, but it’s important to remember that you still have to account for your taxes. In this episode of Every Day Is Saturday, Brad Gotto and Matt Stahl discuss their experience giving tax advice, and … Continue reading Episode 5 – Don’t Forget About Taxes in Retirement →2021-06-1624 min

Every Day is SaturdayEpisode 4 – How To START Working with Fiat Wealth ManagementYou found us, the advisors you want to work with are at Fiat Wealth Management. But now that you know you want to work with us, what are the next steps? In this episode of Every Day Is Saturday, Brad Gotto and Matt Stahl discuss how they welcome new clients to their firm and how … Continue reading Episode 4 – How To START Working with Fiat Wealth Management →2021-06-0227 min

Every Day is SaturdayEpisode 3 – What is Fiat Wealth Management?At the end of the day, how do you live for today, but be smart about tomorrow? In this episode of Everyday Is Saturday, Brad Gotto and Matt Stahl take a step back and share how they turned up their marketing dial and put a premium on culture in their business in order to create … Continue reading Episode 3 – What is Fiat Wealth Management? →2021-05-1930 min

Every Day is SaturdayEpisode 2 – Who Is Matt Stahl?Matt Stahl is a partner and private wealth manager at Fiat Wealth Management, and is focused on providing creative and customized strategies to individuals, families and small business owners. In this episode of Everyday Is Saturday, Matt Stahl shares more about himself personally and professionally and why he does what he does today. In this … Continue reading Episode 2 – Who Is Matt Stahl? →2021-05-0523 min

Every Day is SaturdayEpisode 1 – Who is Brad Gotto?Saving money is great, but how do you spend it without risk in retirement? Welcome to the Everyday Is Saturday Podcast, with Brad Gotto and Matt Stahl! In this debut episode of Everyday Is Saturday, Brad Gotto, owner and wealth manager at Fiat Wealth Management, shares what his life was like growing up and how … Continue reading Episode 1 – Who is Brad Gotto? →2021-04-2124 min