All Episodes
Episodes
145. Asset Allocation vs. Asset Location: The Retirement Planning Strategy Most Investors Miss
Episode Title: Asset Allocation vs. Asset Location: The Retirement Planning Strategy Most Investors Miss
Episode Summary
Most people have heard of asset allocation — the mix of stocks, bonds, and investments in a...
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144. Are You On Track for Retirement? Benchmarks, Rules of Thumb, and Your Real Number
Episode Title: Are You On Track for Retirement? Benchmarks, Rules of Thumb, and Your Real Number
Episode Summary
If you’re in your 40s, 50s, or 60s, you’ve probably wondered: “Am I saving enough for retirement?”...
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143. How Much Should I Have in Real Estate vs. Investments?
How Much Should I Have in Real Estate vs. Investments?
Episode Description:
Real estate or stock market?
It’s one of the biggest debates in the world of wealth building — and everyone’s got an opinion.
In this...
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142. IULs as Retirement Plans: Smart Strategy or Sales Trap?
IULs as Retirement Plans: Smart Strategy or Sales Trap?
Episode Description (Show Notes):
You've probably seen the pitch:
"Tax-free retirement!"
"Be your own bank!"
"Never lose money in the market again!"
In...
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141. Should You Take Social Security at 62? Why Waiting Isn’t Always the Best Strategy
🎙 Episode Title:
Should You Take Social Security at 62? Why Waiting Isn’t Always the Best Strategy
Episode Summary:
The advice to "wait as long as possible" to collect Social Security might look good on paper — but...
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140. AI & Your Financial Future: Will It Replace You — or Make You More Efficient?
Episode Notes:
Artificial intelligence (AI) is changing how we work, live, and do business — but what does that mean for your income, your business, and your long-term financial security?
In this episode of The Fit...
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139. Does Homeowners Insurance Cover Flooding? What You Need to Know Before the Next Storm
Episode Title:
Does Homeowners Insurance Cover Flooding? What You Need to Know Before the Next Storm
Episode Description (Show Notes):
With flooding on the rise across the U.S. — and many homeowners learning too...
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138. Tax Bill Uncertainty- what you need to know right now
Episode Overview
The latest tax bill making its way through Congress is creating a lot of uncertainty for business owners, high-income professionals, and families trying to plan their financial future.
In this...
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137. The Trap of Over-Saving and Under Living
👋 Welcome
Welcome to The Fit Financial Podcast. I’m Amanda Hanquist, and together with my husband Shawn, we help high-income earners and entrepreneurs grow and protect their wealth—while building a life they can...
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136. Your Roth Strategy Might Be Too Small
Your Roth Strategy Might Be Too Small
Think Roth IRAs don’t apply to you because you’re a high earner? Think again.
In this episode, Amanda breaks down why your Roth strategy — not just your contribution — might be...
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135. Marriage, Money & Million-Dollar Visions: Building Wealth as a Couple & Business Partners
How We Build Wealth Together as Married Entrepreneurs)
Marriage. Business. Money.
Mixing all three isn’t always easy—but it can be powerful.
In this special anniversary edition of The Fit Financial Podcast, I’m...
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134. Raising Financially Fit Kids: A Father’s Day Edition
Raising Financially Fit Kids: A Father’s Day Edition
Host: Amanda Hanquist, Financial Planner for High-Earning Entrepreneurs
Guest: Shawn Hanquist – husband, business partner, and dad of three
Episode...
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