All Episodes
Episodes
157. The Hidden Tax Mistake That Could Cost Retirees $400,000 (And How to Avoid It)
The Hidden Tax Mistake That Could Cost Retirees $400,000 (And How to Avoid It)
Could you be paying more in retirement taxes than you need to—simply because you waited too long to start planning?
Many people spend...
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156. I’m 62 With $1.8M—Can I Retire This Year and Keep Our Lifestyle?
We’re 62 With $1.8M—Can We Retire This Year and Keep Our Lifestyle?
Having $1.8 million saved for retirement sounds like a lot of money—but does it actually mean you can retire?
The better question isn’t simply “How...
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155. Maxing Out Your Retirement Accounts (Beyond the 401(k))
Maxing Out Your Retirement Accounts (and Go Beyond the 401(k))
Episode Overview
You’ve probably heard it before: “Max out your 401(k).”
But for high earners — especially business owners and entrepreneurs — that’s...
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154. Tax Strategy vs. Tax Preparation
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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153. Why Your Financial Advisor Should Check Your Tax Returns
Does your financial advisor ask to review your tax return every year? If not, you could be missing valuable financial planning opportunities.
Most people think of their tax return as something to file away once tax...
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152. Put Too Much Money in a Roth, What Happens Next?
Accidentally contributed too much to your IRA? Don't panic.
It's one of the most common retirement planning mistakes we see, and in many cases, it's completely fixable, if you know what to do.
Whether you received a...
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151. A lot of women avoid this money conversation, here’s why and what they need to know
The Financial Shift Every Woman Needs To Be Prepared For
For generations, many women were taught that someone else would handle the finances. But today's reality is very different.
Women are living longer,...
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150. What Should Business Owners Do with Excess Cash Flow?
If You’re Making $1M+ in Your Business — Here’s What You Should Be Doing With Your Money
Most business owners spend years focused on growth.
Growing revenue. Growing income. Growing the business.
But eventually the...
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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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