Every Day is Saturday

It'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 revi...

If 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...

Not 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 mone...

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, landin...

Generosity 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...

Many 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-t...

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 w...

After 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 (an...

Some 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, inclu...

After 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 mindse...

Not 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 lif...

"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 o...

Truly 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 wh...

Most 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...

In 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 th...

 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 t...

This 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...

Many 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...

The 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, M...

Courtney 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...

Financial 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 fi...

Every 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:...

If 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...

Born 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...

Creating 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 e...