In this monthly market commentary, Brad Gotto and Tim Holland discuss the current state of the market as we enter 2026. They reflect on the bull run's performance, the implications of AI on productivity, and the potential impact of tariffs and administration decisions on the economy. The conversation emphasizes the importance of diversification and staying committed to long-term financial plans amidst market volatility.

In this conversation, Brad Gotto and Carly Carlson discuss the journey of Matt Eicheldinger, a former middle school teacher turned author. They explore themes of patience, long-term thinking, and the challenges of building a meaningful career. Matt shares his experiences with rejection, the motivation that kept him going, and the importance of self-driven learning. He talks about his extensive journey to becoming a published author, emphasizing the importance of resilience, perseverance, and the long-term commitment required to achieve success in the writing industry. The conversation highlights the significance of being a lifelong learner and the value of sharing one's story to inspire others.

In this episode of Retirement Redefined, Brad Gotto and Carly Carlson discuss the significance of January in financial planning. They emphasize the importance of early tax preparation, reviewing contribution limits for retirement accounts, and the necessity of evaluating overlooked benefits and insurance. The conversation highlights the consequences of delayed financial planning and offers strategies for setting achievable financial goals for the new year. Listeners are encouraged to take proactive steps to ensure their financial well-being throughout the year.

In this episode of Retirement Redefined, host Brad Gatto continues the series introducing the FIAT Wealth Management team. The conversation features key team members, including Carly Carlson, Ashley Milot, Cooper Hitt, and Kaylee Schmidt, who share insights on their roles, personal experiences, and the growth of the company. The episode emphasizes the importance of teamwork, leadership, and innovation in providing exceptional service to clients, while also highlighting personal stories that reflect the values and culture of FIAT. In this episode, the conversation explores personal connections, team milestones, and the importance of client service at Fiat. The guests share their experiences, insights into their roles, and the significance of communication and process improvement in financial planning. Personal anecdotes about hobbies, family life, and the culture at Fiat highlight the team's dedication and passion for their work.

In this episode of Retirement Redefined, host Brad Gotto introduces listeners to the team at Fiat Wealth Management, highlighting the growth and changes within the organization. The episode features conversations with new advisors Aaron, Lauren, and Darren, who share their experiences, insights, and personal stories. The discussions emphasize the importance of client education, the emotional aspects of financial planning, and the value of building strong relationships with clients. Each advisor reflects on their journey, the challenges they face, and the rewarding moments that make their work meaningful.

In this episode of Retirement Redefined, hosts Brad Gotto and Carly Carlson along with guest Derek Swedberg discuss the significance of having a clear entrepreneurial vision and how it shapes both business and personal life. Derek shares his journey from a competitive childhood influenced by his grandfather to founding PAC Wealth, a firm dedicated to helping families achieve financial clarity. The conversation emphasizes the importance of intentionality in both business and personal life, and how building strong relationships and a supportive community can lead to greater success and fulfillment.

In this episode, Brad Gotto and co-host Carly Carlson discuss the emotional and logistical challenges of caregiving for aging parents. They are joined by Erin Holland, who shares her personal journey of navigating her parents' care, including the importance of early conversations about health and legal decisions. The discussion covers the complexities of cognitive decline, the necessity of legal documents, and the financial implications of caregiving. Erin emphasizes the need for clear communication and documentation to ease the burden on families during difficult times.

In this conversation, Brad Gotto and Tim Holland discuss the recent performance of the markets, focusing on the positive trends in Q3, particularly in small cap stocks. They explore the implications of US debt and the weakening dollar, while also contrasting optimistic and pessimistic views on the future of the economy. The discussion emphasizes the importance of patience and diversification in investment strategies, ultimately encouraging a long-term optimistic outlook despite current challenges.