Capital Gains Tax Solutions Podcast Tax Flow vs Cash Flow with Brad Gotto
Raised in Iowa, Brad moved to Minnesota to attend Bethel University in St. Paul, MN, where he received a degree in Youth Ministries. Brad’s business journey began in 2006 as a financial advisor. Brad finds his motivation in finding a proper outcome for each client and case. He finds it most rewarding when a case comes together and goals are achieved. Brad has been in this industry for 15 years. He started with a big box firm when independent in 2009 been rocking the independent world ever since.
Brad is the owner and Wealth Manager at Fiat Wealth Management. They specialize in the grey areas of Financial Planning. Where most advisors say they can’t or won’t help, they dive in. Focus on the tax side of investing and helping people learn how to spend their money.
In our conversation, we discussed:
- Creating a forward-thinking tax flow money spending plan.
- Aiding in helping future clients to do this.
- Lifetime Tax Program.
- The breakeven points, the ratios, the equity to the tax versus the total equity on the sale.
Connect with Brad Gotto:
https://capitalgainstaxsolutions.com/tax-flow-vs-cash-flow-with-brad-gotto/
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