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...

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...

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...

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...

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...

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...