Where to Find Your Charles Schwab Tax Forms
February 3, 2026
Helping families take away the fear of spending their money in retirement
For years, our industry has taught you how to save your money for retirement (i.e. "work for your wealth"). Where our industry has fallen short is actually pivoting/planning for the descent down the mountain. Creating a plan that aligns with your needs and wants in retirement often requires renovation to ensure it's set up efficiently. At Fiat, we are intentional planners and we ensure that every dollar you have earned has a purpose intended to achieve your goals.
More on the StoryAt Fiat Wealth Management, stewardship is at the heart of everything we do. We help individuals and families make intentional decisions with clarity and confidence, always keeping long-term impact and legacy in mind. By taking a comprehensive, values-driven approach, we guide our clients with care, consistency, and a commitment to what matters most.
“No one saved a big pile of money, just to have a big pile of money” Brad Gotto, Owner & CEO
Education is the cornerstone of Fiat and our process
The best plan is a plan you can follow
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We are not a spin-off of the Fiat motor company or a cryptocurrency brand...
In economic textbooks, the term fiat currency is loosely defined as faith-based currency. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist. Trust is the bedrock of our work at Fiat Wealth Management.
Our job begins where most advisors stop—saving money is great, but how do you spend it without risk in retirement? Welcome to Every Day is Saturday with Brad Gotto and Matt Stahl, partners and private wealth managers at Fiat Wealth Management.
In this podcast we help guide you to think about your money in a practical sense and make the boring and complex financial decisions, fun, informative and educational. Join us on this journey where Brad and Matt will explore different strategies on how to spend your money without guilt and have peace of mind knowing you are spending it the optimal way in retirement.
In Spending Money and Having Fun, Retirement Income Certified Professional Brad Gotto teaches you how to be smart about spending so you can stop worrying and live the life you want. Old habits are hard to break, but Brad helps you embrace the counterintuitive and build new habits to support your next chapter. You’ll learn how to:
Change your mindset around spending
Create boundaries that buy you freedom
Gain peace of mind with concepts that take the guesswork out of your financial requirements
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Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
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