The Finance Things in Life

What Makes a Leader Worth Following

Season 2: Episode 3 with Special Guest, Jesse TothIn this episode of The Finance Things in Life, The Pitti Group Wealth Management brothers sit down with Jesse Toth, President of Leaders Inspire, for a powerful conversation on leadership, financial health, business growth, personal fulfillment, and the challenges facing today’s leaders. From succession planning and developing emerging leaders to balancing business success with family, health, and purpose, this episode explores what truly makes a leader worth following. Jesse shares his journey from financial advising and physical therapy into executive leadership coaching, while Matt and Anthony connect these lessons directly to business owners, financial professionals, and families. Whether you're a business owner, entrepreneur, financial advisor, or someone striving for personal growth, this episode delivers practical wisdom on: - Leadership development - Succession planning - Financial wellness - Personal reflection - Screen time and technology’s impact on leadership & family At The Pitti Group Wealth Management, we believe financial planning is about more than money; it’s about building a life and legacy with purpose. 📍 Based in Victor, New York, The Pitti Group helps individuals, families, and business owners pursue financial confidence through personalized wealth management strategies. Connect with The Pitti Group Wealth Management: Retirement Planning | Wealth Management | Business Financial Planning thepittigroup.com Participants: - Jesse Toth, President, Leaders Inspire:https://www.linkedin.com/in/jesse-toth-8769bb97/- Matt Pitti, AIF® Senior Vice President, Wealth Advisor:https://www.linkedin.com/in/matthewpitti/- Anthony Pitti, CDFA®, CRPS™ Vice President, Wealth Advisor https://www.linkedin.com/in/anthonypitti/ #WealthManagement #LeadershipDevelopment #VictorNY #FinancialPlanning #BusinessLeadership #SuccessionPlanning #ThePittiGroup #RochesterNY #Entrepreneurship #PersonalGrowth #FinanceThingsAndLife The Pitti Group Wealth Management | Victor, NY Disclosure: The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice, and it should not be relied on as such.

From Penfield Little League to MLB Atlanta Braves to On-Air Personality

Season 2: Episode 2 -- Special Guest Greg Cullen Former pro baseball player Greg Cullen joins The Finance Things in Life podcast to share his journey from Penfield Little League standout to being drafted by the  @braves  [https://studio.youtube.com/channel/UCNWnkblY5_kmf4OQ9l0LgnA], navigating the realities of major league baseball, and building a new career in the booming sports card world with  @wethehobby  [https://studio.youtube.com/channel/UCK_7bfk98QPtsLrZxjw4Bfg].In this episode, Greg opens up with Matt and Anthony about: ⚾ His path through college baseball and professional baseball 💰 The financial realities of life in the minor leagues 🏠 Homeownership, weddings, and smart money moves 📈 Roth IRA, investing, and financial literacy for athletes 🎴 Sports cards, collectibles, and the explosive growth of the hobby market 🔥 Why passion, adaptability, and perspective matter after sports Whether you're a baseball fan, athlete, investor, collector, or just love hearing real stories about career pivots and success, this episode is packed with insight, humor, and practical advice. Be sure to like, comment, and subscribe for more conversations about wealth, life, sports, and the financial decisions that shape our futures. If you’ve found this information useful and have any questions, don’t hesitate to reach out to us at info@thepittigroup.com and visit thepittigroup.com Disclosures: The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice, and it should not be relied on as such. This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. #Baseball #Finance #SportsCards #Investing #GregCullen #TheFinanceThingsInLife #AtlantaBraves #RothIRA #WeTheHobby #Podcast

Biggest 401(k) Mistakes

Season 2: Episode 1: Biggest 401(k) MistakesMost people change jobs and never think twice about their old 401(k)… until it’s too late.In this episode of The Finance Things in Life, Matt Pitti and Sean Hantes break down what really happens to your retirement accounts when you switch jobs, and the costly mistakes they see all the time.From forgotten accounts and poor investment allocations to outdated beneficiaries and real-life horror stories, this conversation covers the small details that can make a massive difference in your financial future.👉 You’ll learn:- What your options are when leaving a job (leave it, roll it over, or transfer it)- Why “set it and forget it” can quietly hurt your retirement- How outdated beneficiaries can override your will- Real client stories where small oversights led to big consequences- Why reviewing your accounts annually matters more than you thinkIf you’ve ever changed jobs, been laid off, or plan to retire someday (so… everyone), this is a must-watch.📩 Have questions about your 401(k) or old accounts? Reach out to us at The Pitti Group Wealth Management, we’re happy to help. ThePittiGroup.com👍 Be sure like, subscribe, and share if this helped you.Disclosures:The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of The Pitti Group’s strategies are disclosed in the publicly available Form ADV Part 2A

Beyond the Buzzwords: Building Real Culture & Data-Driven Marketing with Lindsay Connelly

In this episode of The Finance Things in Life, Anthony Pitti sits down with Lindsay Connelly, founder of Linden Digital, to discuss what truly sets successful marketing agencies apart in a crowded marketplace.   Key topics covered:  ✅ Why culture and retention matter more than ever in service businesses  ✅ The "media calculator" approach: Using actual math to predict marketing ROI  ✅ How to determine if Google Ads, social media, or other channels make sense for YOUR budget  ✅ Scaling from $0 to $2M through authentic relationships and word-of-mouth  ✅ The power of cross-training teams and proactive client strategy  ✅ Building a workplace where employees actually want to stay (and bring pie)   Lindsay shares real client examples, including when she told a prospect NOT to hire her agency, and why radical honesty wins more business than overselling ever could. Whether you're a small business owner trying to navigate digital marketing or an entrepreneur building a team, this conversation delivers actionable insights on culture, client service, and sustainable growth.   #Marketing #BusinessGrowth #AgencyLife #ROI #CompanyCulture #Entrepreneurship #DigitalMarketing The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. This information is general in nature and should not be considered tax advice.  Investors should consult with a qualified tax consultant as to their particular situation.

Communication is Key: Legal Insights for Family Business Owners with Attorney Peter Glennon

In this episode of Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management sit down with Peter Glennon from the Glennon Law Firm PC to discuss the complex challenges facing family business owners. From starting as a solo entrepreneur to bringing on partners and family members, Peter shares invaluable legal insights on entity formation, succession planning, and protecting your business assets. Learn about the importance of governing documents, navigating family dynamics in the workplace, prenuptial agreements for business owners, and why communication is absolutely critical at every stage of business growth. Whether you're just starting out or managing a multi-generational family business, this episode is packed with practical advice to help you avoid costly legal pitfalls. The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. This information is general in nature and should not be considered tax advice.  Investors should consult with a qualified tax consultant as to their particular situation.