Navigating Long-Term Care
Discover how to safeguard your wealth while ensuring premium care in your golden years. Our expert panel will delve into tailored financial strategies, concierge care options, and bespoke planning techniques. Don't miss this opportunity to elevate your retirement journey with peace of mind and financial security.
To Roth or Not to Roth?
To Roth or not to Roth? That is the question… in this webinar, Brad and Matt have the answers.
Real Estate in Retirement with Ryan Walseth
From reverse mortgages to capital gains exposure to “right-sizing”, Real Estate professional Ryan Walseth helps us break down real estate tips and tricks for making the most of your real estate ventures and transactions in your post-work years.
Register today!
Fiat Planning Philosophy
What sets Fiat apart from the other firms out there? Join Brad and Matt for an exclusive webinar that will unveil the philosophy behind our planning and processes.
Love and Money: Navigating Wealth as a Couple
Brad and Matt uncover the secrets to financial harmony in relationships as we explore the delicate balance between love and money. Whether you're newlyweds, long-time partners, or planning a future together, this webinar will provide invaluable insights and practical strategies to help you build a solid financial foundation as a couple.
Don't miss this opportunity to strengthen your bond and financial well-being. It's time to build a future that's rich in love and financially secure.
Behavioral Finance: Understanding the Human Element in Investing
In the world of finance, numbers and charts often take center stage, guiding investors through the complex web of markets and investments. However, nestled within the realm of finance lies an intriguing and often overlooked aspect—the human element. Behavioral finance is the study of how psychological factors can impact financial decision-making, shedding light on why investors sometimes deviate from rational choices. In this webinar, we'll explore the fascinating world of behavioral finance, examining its key principles and the profound influence of human behavior on investment strategies.
The Great Wealth Transfer
A “Great Wealth Transfer” is the mass transmission of assets from one generation to the next. The extent of a modern-day great wealth transfer is set to be one of the most impactful financial events in history. Brad and Matt break it all down and discuss what it all means for you and your loved ones - regardless of the generation you belong to.
Medicare Open Enrollment 101
Medicare Open Enrollment with Allison Dewitt, Insurance Expert
Allison DeWitt, Insurance Advisor
The big questions are: What is the cost? What are the rules? What does it cover? Considering long-term care costs is essential to any financial plan, and the right choice depends on your situation and preferences.
Join us for our online webinar, where we will explain all the facts surrounding this important topic!
Teaching Your Kids How to Manage Their Finances
It’s never too early to start learning about money management, and it’s certainly never too early to start saving for the future. In this webinar, Fiat CEO Brad Gotto and his teenage son Liam share their experiences with navigating these lessons together as father and son. They also explain how Liam saved his first $1,000 and what he learned about money - both good and bad - along the way.
Estate Planning with Wealth.com
Welcome to the future of estate planning! Fiat Wealth Management is partnering with Wealth.com to access revolutionary digital estate planning tools. You never have to worry about getting a bill or finding a lawyer, or jumping through hoops when you need to update your estate plan.
Choosing the Right Wine (with Minister of Wine, Marcus Hanson)
Marcus Hanson is dedicated to bringing Wine with Soul to curious consumers who are ready for suggestions on how to discern between National, branded wines and true wines of distinction that carry a story of the person and the place in the bottle.
Social Security
Are you approaching retirement and wondering how to maximize your social security benefits? Look no further than Fiat Wealth Management's Inner Circle Workshop. This month's topic is all about social security and our experts are here to provide you with the knowledge and strategies you need to make the most of your benefits. From understanding the complex rules and regulations to discovering little-known strategies, this workshop is packed with valuable insights. Don't miss out on the opportunity to optimize your retirement income - join the Inner Circle today.
Hidden Fees & Expenses
Do you ever feel like your money is disappearing without a trace? Hidden fees and expenses can certainly make it seem that way. That's why Fiat Wealth Management is hosting their monthly Inner Circle Workshop on the topic. Attendees will learn how to identify and navigate these sneaky charges, ensuring that their hard-earned money stays in their pockets. Plus, you'll have the opportunity to connect with other like-minded individuals who are also looking to get ahead financially. Don't let hidden fees keep you in the dark - join us at the workshop and shed some light on your finances!
Charitable Giving - Planning for Generosity
Are you looking for ways to give back in retirement but don't know where to start? Our upcoming Inner Circle Workshop is dedicated to helping you plan for generosity through charitable giving. We believe that giving back to our communities can be a fulfilling and meaningful part of retirement, and we want to share our knowledge with you. By attending our online workshop, you'll learn valuable insights and strategies for making a lasting impact through charitable giving. Join us for an engaging discussion on how to plan for generosity in retirement and make a difference in the lives of others.
Taxes - What you need to know.
As tax season rolls around, it can be a complicated and stressful process to go through. At Fiat, we are your supporter with everything financial, so we want to help you navigate taxes! In this month’s Inner Circle Workshop, we will go through everything you need to know about taxes and what to expect this tax season.
CLICK HERE TO REGISTER
2022 Year in Review
After a rollercoaster of a year in 2022, I'm sure a lot of us were left wondering- what the heck happened? In this month's Inner Circle Workshop, we will dig into the bumpy market in 2022, as well as Secure Act 2.0- a massive piece of legislation that was signed into law at the close of the year and has an impact on taxes and retirement, no matter what your circumstances are.
CLICK HERE TO REGISTER!
Real Estate + Financial Planning: How to navigate changes in the market with Ryan Walseth
This month’s Inner Circle Workshop features Ryan Walseth. Ryan Walseth (aka Wally) is a licensed realtor with Lakes Sotheby's International Realty.
Ryan has over 15 years of real estate investing, sales (75 in the past two years), management, and executing deals throughout Minnesota. More recently, Ryan has participated in syndicate investments in large multi- family properties in Texas.
Prior to real estate, Ryan grew an in-home personal training business into one of the most influential books of clientele in the five-state region. Consistently training 1,000+ hours per year, his clients included business owners, Fortune 500 CEOs, financial investors, and philanthropic influencers...movers and shakers locally, nationally and globally.
Amidst growing and managing his real estate portfolio, Ryan co-founded a tech start-up in 2011, growing and running operations for a team of five employees and seven interns. As a leader, equity fundraiser, coach, and manager of a 30,000+ subscriber database, Ryan earned, what he calls, his “Street Smarts MBA”.
Ryan has been a motivated and creative self-starter in every step of his 20+ year professional career across multiple industries. He believes customer experience, service, and follow-through are vital to his success. His ability to learn, grow, balance, and excel in several verticals simultaneously makes him perfectly equipped to handle the diverse challenges presented in every real estate transaction.
Applying work ethic, incessant continuing education, networking, coach-ability, and a passion for entrepreneurship has him extremely excited about the next great challenging market ahead!
CLICK HERE TO REGISTER!
November Inner Circle Workshop
Financially Preparing For The New Year
The end of the year and the beginning of the new year are almost here! There are things you can be doing to prepare yourself financially during these next few months that will make a big impact on your future finances!
Join us as we talk about making financial plans to ensure that this new year transition is the best one yet!
REGISTER HERE!
October Inner Circle Workshop
Long Term Care Insurance Explained
One way to prepare for your potential future medical needs is to buy long term care insurance. The big questions are; What is the cost? What are the rules? What does it cover? Considering long term care costs is an important part of any financial plan and the right choice depends on your situation and preferences.
Join us for our online webinar where we will explain all the facts surrounding this important topic!
September Inner Circle Workshop
MEDICARE & HEALTH INSURANCE
GUEST SPEAKER: ALLISON KRAUSE, SHORELINE INSURANCE GROUP
Medicare open enrollment begins in October! Now is the time to evaluate whether it would be to your advantage to make changes to your current plan. Join us as we welcome Allison to discuss insights into what you should be considering in regards to your current situation and answer your questions!
August Inner Circle Workshop
PREPARING FOR RETIREMENT - SOCIAL SECURITY
Understanding Social Security benefits is an important factor when you are preparing to retire! When should you turn on your benefits and how can you maximize them? There are many options to consider.
Join us online this as we help you navigate through the various strategies that are available to you and provide answers to your questions surrounding Social Security!
July Inner Circle Workshop
UNDERSTANDING MARKET VOLATILITY
“In simple terms, volatility can be defined as the variations at which a market fluctuates. The more the price moves, the higher the volatility – the less the price moves, the lower the volatility.”
Throughout history there have been a number of extremely volatile spikes across major financial markets…The Crash of 1929, Black Monday in 1987, the Great Financial Crisis of 2008 and now 2022. Each has defining characteristics that made them similar, despite occurring in very different markets and for different reasons.
Please join us for our monthly webinar to learn more about both past and present market volatility, how it affects you personally and how Fiat can help you navigate through these turbulent times.
June Inner Circle Workshop
ITT: Investment, Time & Tax Diversification
Do you have ITT?
When it comes to investing and preparing for retirement, using your time to learn about the investment options available to you is a very important part of your financial journey.
At Fiat, we are passionate about financial education and making sure you are educated and feel comfortable on the financial decisions you are making. One of the most important tools we teach for retirement planning is tax diversification.
Tax diversification makes use of a variety of investment accounts with different tax treatments – tax-advantaged, fully taxable and tax-free. A strategic use of all three can help you lower your taxes now and into retirement.
Please join us to determine if you are using ITT to your advantage in your financial plan!
May Inner Circle Workshop
HOW MONEY BIASES AFFECT THE WAY YOU SPEND, SAVE & INVEST
The way you think about money directly affects the way you behave with money. Your personal beliefs create your biases about life and money. Those money biases affect your feelings about money which then lead you to have specific expectations about money. By identifying the biases you have about money, you can build financial strategies to neutralize your emotions during stressful periods.
Join us for our monthly Inner Circle Workshop to learn more about how the psychology of money affects you and your financial plan!
April Inner Circle Workshop - INFLATION - What You Need To Know!
In economics, inflation refers to the general progressive increase in prices of goods and services and a reduction in the purchasing power of money.
Did you know the current inflation rate has accelerated to the highest it has been since 1982? We have all experienced the recent effects of this in several ways.
Join us as Matt & Brad discuss the reasons behind the rapid inflation rate, the history of why this occurs, what we can expect in the future and how this personally affects you!
March Inner Circle Workshop - TAXES: We All Deal With Them!
Taxes may not sound all that exciting on the surface, however, we are experiencing some of the largest tax reform in years. Are you paying too much? How will this affect your retirement? Is there anything you should be changing because of tax reform?
Join us as we discuss these issues and everything related to this year’s tax season!