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The Fit Financial

By: Amanda Hanquist
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  • Summary

  • Welcome to The Fit Financial, I’m your host Amanda Hanquist and we aim to help high earners not rich yet maximize their wealth goals and minimize taxes. Each episode we bring you insight and professional advise. Be sure to join us every other week to get your financial health in order. If you like the show, please be sure to subscribe and leave a review. Find Amanda on instagram at the fit financial or if you’d like to know how you can work with us directly, Visit us at fitwealthadvisors.com The Fit Financial podcast is brought to you by Fit wealth advisors and PlanGroup Financial, a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. This has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
    © 2024 The Fit Financial
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Episodes
  • 116. What happens to your 401k when you leave a job?

    116. What happens to your 401k when you leave a job?
    Apr 30 2024

    I’m Amanda Hanquist, the Fit Financial, do you know what happens to your 401k after you leave a job? Do you keep it with your old employer, are you supposed to roll it over, if you do are their tax implications you need to know about...the whole thing can just sound overwhelming, so on today’s episode of the Fit Financial, we talking all about how the 401k works and what you need to know about that money when changing jobs.

    • What is a 401(k) exactly and how does it work?
    • What happens to your 401(k) when you change jobs?
    • How long can you keep your 401k after leaving a job?
    • Can I cash out my 401k from a previous employer?
    • What should I do with my old 401k?

    Thank you for listening to The Fit Financial. If you liked this episode, please be sure to subscribe and leave a review. Find me on Instagram at the fit financial or if you’d like to know how you can work with us directly, Visit us at fitwealthadvisors.com

    IG: Amanda @thefitfinancial_

    IG: Shawn @shawnhanquist

    The fit financial is brought to you by Fit wealth advisors. Fit Wealth Advisors is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

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    41 mins
  • 115. Building a Non-Sellable Business, How to Plan for Your Future

    115. Building a Non-Sellable Business, How to Plan for Your Future
    Apr 23 2024
    I’m Amanda Hanquist, the Fit Financial, hey you, business owner, have you ever wondered what you’re going to do after you’ve built your business... or how about what you’re going to do if you don’t sell your business or if you’re building a business that is just not sellable...if you’re building a self-branded service based business, there’s probably great money to be made, but how should you be using that money, in case the business you’re building can’t be sold? That’s exactly what we’re going to be talking about in this episode today so stay tuned for some action steps you can start taking now toward your after business future. The difference between financial independence and retirement? How can I ensure a steady income stream when I want to slow down or make a shift? Creating guardrails for spending to shift some money toward tomorrowWhat investment options are suitable for me to become financially independent? Success comes from consistency and automation Thank you for listening to The Fit Financial. If you liked this episode, please be sure to subscribe and leave a review. Find me on Instagram at the fit financial or if you’d like to know how you can work with us directly, Visit us at fitwealthadvisors.com IG: Amanda @thefitfinancial_ IG: Shawn @shawnhanquist The fit financial is brought to you by Fit wealth advisors. Fit Wealth Advisors is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.
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    45 mins
  • 114. The 5 Tax Strategies Every Entrepreneur Should Know

    114. The 5 Tax Strategies Every Entrepreneur Should Know
    Apr 16 2024

    I’m Amanda Hanquist, The Fit Financial. When we think of taxes, typically all we think about is either owing the IRS or what can I write off so I can pay the least amount of taxes possible. Well today we’re going to give you our top 5 tax strategies that every entrepreneur should know so you aren’t stuck leaving Aunt IRS a tip.

    1. The Foundation of Business Finance, are you missing anything?
    2. Entity Structure
    3. Qualified Business Income
    4. Retirement Contributions
    5. Charitable Contributions- lots of cool one's in here, so be sure to listen

    Thank you for listening to The Fit Financial. If you liked this episode, please be sure to subscribe and leave a review. Find me on Instagram at the fit financial or if you’d like to know how you can work with us directly, Visit us at fitwealthadvisors.com

    IG: Amanda @thefitfinancial_

    IG: Shawn @shawnhanquist

    The fit financial is brought to you by Fit wealth advisors. Fit Wealth Advisors is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

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    43 mins
Leadership Economics Personal Finance
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