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Real Estate, Retirement, and the Gray Area In Between

In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management are joined by special guest Candace Messner of True Agent Real Estate for a candid, wide-ranging conversation that goes far beyond Real Estate 101. Together, they explore how real estate fits into a bigger financial picture; touching on investing strategies, retirement planning, tax considerations, and what “retirement” really means in today’s world. From staying active and generating income later in life to aligning real estate decisions with long-term financial goals, this episode blends practical insight with real-world experience. Whether you’re just getting started or thinking at a more advanced level, this discussion offers valuable takeaways on planning smarter, asking better questions, and building a strategy that works for your life. 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.