Season 2
Episodes
150. Tax Strategy vs. Tax Preparation Explained
Tax Strategy vs. Tax Preparation Explained
In This Episode
We’re breaking down the difference between tax strategy and tax preparation — and why that difference could mean six figures in savings over your...
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149. Why Gold is Shining Again, and When it Makes Sense to Own It
Why Gold Is Shining Again — and When It Actually Makes Sense to Own It
Episode Summary
Gold is glimmering again — hitting all-time highs and grabbing investors’ attention. But what’s really driving it? And should...
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148. The Silent Fear: Will I Run Out of Money?
The Silent Fear: Will I Run Out of Money?
You’ve built wealth, worked hard, and invested wisely—so why does the quiet fear of running out of money still creep in? In this episode of The Fit Financial Podcast, Amanda...
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147. 5 Smart Tax Moves to Make Before Year-End
5 Smart Tax Moves to Make Before Year-End
The end of the year isn’t just about holidays and celebrations — it’s also the deadline for some of the most important tax planning opportunities. And if you’re between the...
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146. Your Financial Freedom Number Isn’t a Retirement Age
Episode Show Notes: What Is Your Real Financial Freedom Number?
Have you ever wondered: “Am I actually doing enough with my money to feel secure?”
You might be saving, investing, and checking all the right boxes —...
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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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