The Fit Wealth Advisor

 When it comes to retirement planning, most people have heard of asset allocation — the mix of stocks, bonds, and other investments that make up your portfolio. But almost no one talks about asset loc...

 If you’re in your 40s, 50s, or 60s, chances are you’ve asked yourself: “Am I on track for retirement?” 

 It’s one of the most common financial questions — and if you’ve Googled it, you’ve probably s...

Real estate or stock market? 

It’s one of the biggest debates in wealth-building — and one that every high-income earner eventually faces. 

Some swear by rental properties and depreciation write-...

Helping high-income families grow and protect their wealth — without falling for financial fads. 

You’ve probably seen or heard the: 

“Tax-free retirement income!” 

 “Be your own bank!” 

 “Never l...

Most of the financial advice you’ll find about Social Security says the same thing: “Wait as long as possible.” 

And while that might work on paper, real life is a bit more complicated. 

At Fit Weal...

A Smarter Wealth Strategy for Those at the Top of Their Game 

AI isn’t coming — it’s already here. And as a mission-driven entrepreneur, you don’t have time to ignore it. 

The question isn’t “Will A...

Flooding is no longer something that happens "somewhere else." 

From rural Nebraska to major cities across the U.S., homes and businesses are being hit hard by flash floods, rising groundwater, and h...

 The headlines are everywhere — major tax changes are on the table, and for business owners, high-net-worth families, and professionals trying to plan ahead, the uncertainty can sometimes feel overwhe...

Why it’s time to stop delaying life and start aligning your plan with what really matters. 

You’ve spent the last 10, 15, even 20+ years building. You’ve climbed the ranks, grown your business, hit y...

Your Roth Strategy Might Be Too Small 

If you’re a high-income household earning $400K, $800K, or even $1M+ a year, odds are you’ve heard that Roth IRAs are off the table for you. Too much income....

Being married is one thing. 

Running a business is another. 

Doing both with the same person? That’s a whole different level of intentionality. 

In this anniversary edition of The Fit Financial Pod...

You’ve built the business. 

You’ve created consistent revenue. 

You’ve made smart financial moves. 

But here’s the question no spreadsheet answers: 

Are your kids ready to inherit the world you’re...