The Finance Things in Life

Healthcare is one of the biggest financial and personal considerations we face throughout our lives, but understanding how the system works can be complicated. In this episode of The Finance Things in Life, Matt and Sal sit down with Mike Stapleton, CEO of Thompson Health, to talk about the realities of healthcare today and what individuals and families should be thinking about as they age. Mike s...

What happens when you're ready to retire from your business—but you're not sure what it's actually worth?  For many business owners, their company represents one of their largest assets. Yet, as Dean Lobrutto explains in this episode of  The Finance Things in Life , surprisingly few owners have a professional understanding of the value of their business or have started planning for wha...

When should you start taking Social Security?   At 62?   Full retirement age?   70?   And how could your decision affect your spouse, your retirement income, or even your long-term financial plan?  In Episode 8 of  The Finance Things in Life , Matt and Anthony sit down with Jim Pashalidis, a Registered Social Security Analyst and Medicare professional, for a candid conversation about some of the b...

Hot Ones: Financial Advisors Answer Tough Questions While Eating Extremely Hot Wings 🌶️ | The Pitti Group In this special Hot Ones-inspired episode of The Finance Things in Life, Matt and Anthony Pitti put their taste buds on the line while discussing financial myths, retirement planning, investing mistakes, credit card debt, financial habits, market timing, retirement savings, and more. Along the...

Episode 6 with Zach Courier:7 Things No One Tells You About Retirement | Retirement Planning Beyond Money What does a happy retirement actually look like? Most people spend decades planning the financial side of retirement, but very few prepare for the emotional, psychological, and lifestyle changes that come with leaving their career behind. Retirement isn't just about having enough money sav...

The Future of Car Buying: Family Business, EVs, AI & Auto Industry Trends | Johnny Gabrielle, Marina Auto GroupIn this episode of The Finance Things in Life podcast, The Pitti Group brothers, Matt and Anthony Pitti, sit down with Johnny Gabrielle, General Manager of Marina Auto Group, to discuss what it's like leading a multi-generational family business, the future of the automotive indus...

$84 trillion is expected to change hands over the next 20 years. The question is: Is your family prepared? Season 2, Episode 4: The largest transfer of wealth in history is already underway. Over the next two decades, an estimated $84 trillion is expected to pass from Baby Boomers to younger generations. Yet many families have never discussed how those assets will be transferred, who will inherit...

Season 2: Episode 3 with Special Guest, Jesse TothIn this episode of The Finance Things in Life, The Pitti Group Wealth Management brothers sit down with Jesse Toth, President of Leaders Inspire, for a powerful conversation on leadership, financial health, business growth, personal fulfillment, and the challenges facing today’s leaders. From succession planning and developing emerging leaders to b...

Season 2: Episode 2 -- Special Guest Greg Cullen Former pro baseball player Greg Cullen joins The Finance Things in Life podcast to share his journey from Penfield Little League standout to being drafted by the  @braves  , navigating the realities of major league baseball, and building a new career in the booming sports card world with  @wethehobby  .In this episode, Greg opens up with Matt and An...

Season 2: Episode 1: Biggest 401(k) MistakesMost people change jobs and never think twice about their old 401(k)… until it’s too late. In this episode of The Finance Things in Life, Matt Pitti and Sean Hantes break down what really happens to your retirement accounts when you switch jobs, and the costly mistakes they see all the time. From forgotten accounts and poor investment allocations to outd...

In this episode of The Finance Things in Life, Anthony Pitti sits down with Lindsay Connelly, founder of Linden Digital, to discuss what truly sets successful marketing agencies apart in a crowded marketplace.   Key topics covered:  ✅ Why culture and retention matter more than ever in service businesses  ✅ The "media calculator" approach: Using actual math to predict marketing ROI  ✅...

In this episode of Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management sit down with Peter Glennon from the Glennon Law Firm PC to discuss the complex challenges facing family business owners. From starting as a solo entrepreneur to bringing on partners and family members, Peter shares invaluable legal insights on entity formation, succession planning, and protecting yo...

Now that the year has come to a close, we are reminded of some of the smart tax planning that can make a big difference. In this episode of Finance Things in Life , Matt and Anthony break down tax loss harvesting —what it is, how it works, and when it actually makes sense to use it.   They walk through real-world examples of realized gains and losses, explain the $3,000 annual loss limit and carry...

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 consideration...

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...

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.   Dis...

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...

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,...

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 therap...

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 tim...

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 ...

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  (“...

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 shar...

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 s...

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 t...