The Finance Things in Life

In this episode of The Finance Things in Life , host Anthony Pitti from The Pitti Group Wealth Management sits down with serial entrepreneur Randy Spurling, founder of On the Spot Cleaners and The Spurling Group. Randy shares the real journey behind his business success, from hustling to pay bills in stage one to building systems that allowed him to scale, step back, and thrive. They dive deep int...

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 l...

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...

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 b...

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 r...

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...

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 investmen...

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 int...

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...

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...

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,...

In this introduction episode of The Finance Things in Life , brothers Matt and Anthony Pitti introduce you to their wealth management podcast, brought to you by The Pitti Group Wealth Management. With over 30 years of experience, they break down financial topics that matter most to you—whether it's retirement planning, taxes, estate strategies, or investing. Tune in for practical, easy-to-understa...