February 19, 2026

Inner Circle Workshop - Planning and Preperation

In this full Inner Circle Workshop recording, Brad Gotto and Carly Carlson break down key 2026 tax law updates and what they may mean for individuals, retirees, and business owners. Topics include the temporary increase to the SALT deduction cap, income phaseouts, the new car loan interest deduction, Roth IRA planning considerations, filing extensions versus payment deadlines, and why most tax strategies must be implemented before December 31. If you are looking to better understand recent federal tax changes and how proactive planning can impact your overall financial strategy, this workshop provides a clear and practical overview.

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This content is for informational purposes only and should not be construed as tax, legal, or investment advice.

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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.

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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

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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.

Inner Circle Workshop - Planning and Preperation

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Tax Planning and Preparation Tips