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The Fit Wealth Advisor

Empowering you to achieve your financial goals through informed decision-making and strategic planning.

The Trap of Over-Saving and Under-Living

Jul 01, 2025

Your Roth Strategy Might Be Too Small

Jun 24, 2025

Tax Bill Uncertainty: What You May Need to Know Right Now to Protect Your Money financial advisor financial planning investment management money mindset Jul 08, 2025

 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...

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Your Roth Strategy Might Be Too Small financial advisor financial planning roth strategy Jun 24, 2025

 

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....

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Marriage, Money & Million-Dollar Visions: Building Wealth as a Couple & Business Partners financial advisor financial planning marriage Jun 17, 2025

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...

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Raising Financially Fit Kids: Lessons from the Inside of a High-Earning Entrepreneur Family financial advisor financial energy financial planning financially fit kids Jun 10, 2025

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...

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Why Credit Still Matters—Even When You’re Making Great Money as a Health or Nutrition Coach financial advisor financial planning May 27, 2025

You’ve built a thriving business. You’re serving clients at a deep level—helping postpartum moms rebuild strength, guiding perimenopausal women through sustainable nutrition, or coaching “dad bod’s” t...

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You’re a High Earner. But Do You Feel It? financial advisor financial planning May 20, 2025

How Successful Entrepreneurs Can Build True Financial Confidence 

If you’re an entrepreneur who’s scaled your revenue, built out your team, and created consistent cash flow — but you still feel unsur...

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Leveraging the 1031 Exchange financial planning real estate tax strategy Apr 23, 2024

What Exactly is The 1031 Exchange: 

 

In the realm of real estate investing, navigating the complexities of taxation can be a daunting task!

 

However, there exists a powerful tool that savvy inv...

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How to Choose a Financial Advisor and When to Hire Them financial advisor financial planning Mar 27, 2024

When and How to Choose a Financial Advisor 

In an era where living longer is increasing, and traditional retirement is evolving from something our grandparents did, the importance of planning out the...

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