Retirement: Redefined

Hosted by Brad Gotto & Carly Carlson

Business

Website RSS feed

Episodes

125

Latest episode

Oct 2026

Language

EN-US

About the show

Welcome to Retirement Redefined—a fresh take on life after work, brought to you by Brad Gotto and Carly Carlson. In this bi-weekly podcast, Brad, Founder of Fiat Wealth Management, and Carly, CEO of Fiat Tax, explore what it really means to retire with purpose, clarity, and confidence. From financial strategies to real-life stories and current events, they tackle the questions that matter most as you plan for your next chapter. Tune in on all major podcast platforms and start rethinking retirement—your way. Fiat Wealth Management helps individuals and families navigate retirement planning, investment strategy, and tax-efficient decision-making with clarity and confidence. To connect with our team, email hello@fiatwm.com or visit www.fiatwm.com to learn more!

Listen to episodes

60 recent

October 28, 202623 min

Ep 126 End of Year Tax Strategies

In this episode of Retirement Redefined, Brad Gotto discusses essential end-of-year tax planning strategies, emphasizing the importance of understanding the difference between tax preparation and tax planning. He highlights the significance of Roth conversions, tax loss harvesting, and strategic charitable giving, while also addressing family gifting and long-term tax management strategies. The conversation aims to equip listeners with actionable insights to optimize their tax situations as they approach the end of the year.

September 17, 202630 min

Ep 125 Time To Rethink Your Retirement Plan?

Lauren Brown, CFP®, and Gayle Ross, CDFA®, sit down for a real and candid conversation about life's big decisions, navigating change, and when it may be time to take another look at your financial plan.

August 27, 202622 min

Ep 124 Like Father Like Other Son? Brad and Hudson Gotto Talk About Teenage Money

In this episode of Retirement Redefined, host Brad Gotto engages in a candid conversation with his 13-year-old son, Hudson, about financial principles, money management, and the importance of generosity. Through a series of questions, Hudson shares his insights on saving, spending, and the value of giving back, reflecting on his experiences and observations of adults and successful individuals. The discussion highlights the significance of teaching financial literacy to the younger generation and the joy that comes from helping others.

August 12, 202618 min

Ep 123 - Let's Talk Taxes part 2

In this episode of Retirement Redefined, Carly and Jenny delve into the concept of tax loss harvesting, explaining its definition, benefits, and strategic importance in tax planning. They emphasize the need for proactive management of investment portfolios to optimize tax efficiency and the importance of collaboration between financial advisors and tax professionals. The conversation highlights the significance of timing in realizing losses and gains, and how building a bank of losses can be beneficial for future tax events.

July 29, 202630 min

Ep 122 - Let's Talk Taxes

In this episode of Retirement Redefined, Carly Carlson and Jenny Smerud discuss the intricacies of tax returns for small business owners, using a fictional case study to illustrate key concepts. They explore the importance of understanding tax strategy, compensation, retirement planning, and the timing of investments. The conversation emphasizes the need for proactive planning and the value of extensions in managing cash flow. The hosts also highlight common errors in tax returns and the significance of aligning tax strategies with business goals.

July 15, 202633 min

Ep 121 - Like Father Like Son? Brad & Liam Gotto Talk Money

In this episode of Retirement Redefined, host Brad Gotto engages in a candid conversation with his 16-year-old son, Liam, about financial decisions and responsibilities as he approaches adulthood. They explore various scenarios, from spending money to saving and investing, while discussing the importance of financial education and the impact of parental guidance on financial literacy. The conversation highlights the challenges teens face in managing money, the significance of giving back, and the value of making informed financial choices.

June 25, 202644 min

BONUS: Check Out The Big News From Fiat Wealth Management

In this episode, Brad and Derek share the story behind their strategic merger, exploring their friendship, industry insights, and vision for the future of their financial services organizations. Discover how their collaboration aims to serve families better and stay ahead in a changing industry.

June 17, 202629 min

120 The "Widow's Tax" - What It Is & Why You Need To Know

In this episode of Retirement Redefined, Brad Gotto discusses the often-overlooked financial implications of losing a spouse, commonly referred to as the 'widow's tax.' He explains how the tax situation changes dramatically for the surviving spouse, leading to increased tax bills and financial complexity. Brad emphasizes the importance of planning ahead to mitigate these impacts and ensure financial stability for the surviving spouse. He also highlights the need for simplicity in financial planning during such emotional times and encourages proactive measures to manage tax liabilities effectively.

June 3, 202643 min

Ep 119 - Getting Involved & Giving Hope

In this episode of Retirement Redefined, host Brad Gotto speaks with Kaycee Stanley, founder of the Real Hope Project, about the importance of giving back and the impact of foster care and adoption. They discuss Casey's journey into nonprofit work, the mission of the Real Hope Project, and how they create videos to help children in foster care find forever families. The conversation highlights the significance of family, community involvement, and the power of generosity in transforming lives. In this conversation, Kaycee Stanley and Brad Gotto explore the themes of generosity, community support, and finding purpose in life through acts of giving. They discuss the challenges of fundraising for a national organization while relying on local support, the contagious nature of generosity, and the importance of starting small in the journey of giving. The conversation highlights the impact of community involvement and the joy that comes from selfless acts, emphasizing that even small contributions can lead to significant change over time.

May 13, 202626 min

Ep 118 Financial Literacy Part 2

In this episode of Retirement Redefined, Brad Gotto delves into the essence of financial literacy, emphasizing that it's not merely about knowledge but about behavior and decision-making. He outlines a practical framework for achieving financial literacy by focusing on life goals rather than numbers, advocating for simplicity in financial planning, and the importance of defining what 'enough' means for individuals. The conversation highlights the emotional aspects of money management and the role of financial advisors in guiding clients towards a fulfilling financial life.