February 2, 2021

A Life Well Lived!

One of the main reasons we love what we do at Fiat Wealth Management is when we are finally able to see our clients enjoy their retirement!

We would like you to meet LeRoy and Wanda, who have been Fiat clients for several years. They have recently set out on some post-retirement travel adventures and we asked them to tell us about their experience with Fiat and how they were able to learn what is in their best interests and how to enjoy their retirement! Here is their story…

As long time clients of Fiat Wealth Management, they have been instrumental in handling our investments in planning for retirement.  They are very aware of our personal risk level, which allows us to have a certain degree of comfort.  We have always felt it’s not too difficult to do your own investing if you have the time, but many of us don’t!  

We found that it’s challenging when the time comes to draw out funds for retirement.  What resources should we pull from?  That’s when we knew the guidance Fiat offers is REALLY needed.  They taught us what our tax implications were going to be and how to minimize them!

We want you to know that if you make use of Fiat’s advisement in helping you get to a comfortable retirement,  you can also rely on them to provide the necessary assistance needed during tax season.  For us, Fiat has been very knowledgeable in all of these areas!  

To sum up our experience with Fiat, we feel that their goal was that they wanted us to fully succeed and enjoy our golden years…and that is exactly what we are doing!

Thank you Fiat!!!

LeRoy & Wanda


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Every Day is Saturday

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.

You’ve saved money for a lifetime. Now it’s time to spend it.

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