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 episode of The Fit Financial Podcast, Amanda and Shawn break down what’s happening with the proposed tax legislation — including the One Big Beautiful Bill (OBBB) — and what you need to know to protect your wealth, reduce taxes, and avoid making reactive decisions. 

Here’s What You’ll Learn 

✔️ What the "One Big Beautiful Bill" means for business owners and taxpayers 

 ✔️ The biggest areas of uncertainty — including the SALT deduction cap and Qualified Business Income (QBI) changes 

 ✔️ How the House and Senate versions differ (and why it matters for your tax strategy) 

 ✔️ Key tax provisions like bonus depreciation, child tax credits, and pass-through business incentives 

 ✔️ Who benefits most from the proposed changes—and who could lose out 

 ✔️ Smart steps to take right now to stay prepared and protect your financial plan 

Why This Matters for You 

If you're a business owner, high-net-worth individual, or planning your long-term wealth strategy, the decisions made in Washington this summer could directly impact your taxes, investment strategy, and overall financial confidence. 

We cover real, actionable steps to help you stay ahead — even as the details remain in flux. 

Resources & References 

How to Work with Fit Wealth Advisors 

At Fit Wealth Advisors, we help business owners, professionals, and families turn income into lasting wealth — through tax-efficient financial planning, investment management, and personalized wealth strategies. 

Serving Nebraska and beyond — in person or virtually. 

➡️ Learn more at fitwealthadvisors.com 

➡️ Follow us on Instagram: @thefitfinancial_ | @fitwealthadvisors 

🎧 Subscribe to the Podcast 

Love what you’re hearing? 

 ✔️ Subscribe to The Fit Financial Podcast 

 ✔️ Leave a review — it helps more high-achievers like you take control of their money story and wealth strategy 

Stay financially fit, and we’ll see you next time! 

The Fit Wealth Show is brought to you by Plan Group Financial, Inc. (PGF) d/b/a Fit Wealth Advisors. PGF d/b/a 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. Past performance is not indicative of future results 

👋 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 actually live with. 

In today’s episode, we’re exploring a moment we see often: your career is thriving, your assets are growing… but something feels off. You’re starting to ask, What is all of this for? That question isn’t a red flag—it’s an invitation to step into a more intentional version of wealth 

What You’ll Learn in This Episode: 

This episode is for you if: 

Episode Breakdown 

Segment 1: The Shift Most High Earners Don’t See Coming 

Segment 2: Where Wealth Meets Lifestyle Design 

Segment 3: Foundations for Your Next Chapter 

3 Questions to Reflect On 

Subscribe & Share 

If this episode resonated with you, make sure to hit subscribe and leave a review. Better yet—share it with a friend, colleague, or spouse who might also be wondering, What’s next? 

We’ll catch you next week on The Fit Financial Podcast. 

The Fit Wealth Show 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. Past performance is not indicative of future results. 

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 the most underutilized piece of your long-term wealth plan. From Roth conversions to backdoor Roths to stacking tax-free income for the future, this episode gives you the insight you didn’t know you needed. 

If you're focused on building long-term wealth while keeping more of what you earn, this is a must-listen. 

💡 What You’ll Learn: 

🔗 Links & Resources: 

⭐️ Loved this episode? 

Be sure to follow, leave a review, and share it with a friend who needs a smarter Roth strategy. New episodes drop every Tuesday! 

The Fit Wealth Show is brought to you by Plan Group Financial, Inc. (PGF) d/b/a Fit Wealth Advisors. PGF d/b/a 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. Past performance is not indicative of future results. 

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 sitting down with my husband (and business partner!) Shawn to reflect on how we’ve grown together—not just as a couple, but as co-creators of our family’s wealth. 

We’re sharing the real behind-the-scenes of what it looks like to: 

If you’re a high-earning entrepreneur who wants a thriving business and a thriving relationship—this one’s for you. 

🧠 Episode Breakdown: 

🔹 Segment 1: Anniversary Reflections & Real Talk 

🔹 Segment 2: Business Partners First, or Married First? 

🔹 Segment 3: Wealth as a Shared Vision 

Segment 4: Leadership, Legacy, and Staying in Sync 

Quote to Highlight (optional for reels/email): 

“We’re not just building wealth—we’re building a marriage that knows how to manage it.” 

Listen If You’re: 

*Not investment advice, for educational purposes only, speak to a professional regarding your specific situation

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 Summary 

You’re building wealth—but what about your kids? 

In this special Father’s Day episode of The Fit Financial Podcast, I’m joined by my husband and business partner, Shawn Hanquist, to talk about how we’re raising our three kids—Hunter, Hudson, and Hinley—to be strong, disciplined, and financially wise. 

From grade school to teenager to college student, each of our kids is learning about money, leadership, and values in age-appropriate ways. And in this episode, we’re sharing the real-life lessons, proud parent moments, and honest conversations happening in our home. 

Whether you’re a parent, mentor, or someone looking to model a better future for the next generation—this one’s for you. 

What We Cover: 

Quote to Remember: 

“It’s not just about raising kids who make money. It’s about raising kids who know what to do with money—and who they want to be while doing it.” 

Listen if you’re: 

🎧 Listen to the full episode now!

Stay connected: 

Follow me on Instagram @thefitfinancial_ 

Follow Shawn on Instagram @fitwealthadvisor

Learn how we help entrepreneurs build generational wealth at fitwealthadvisors.com 

🎧 The Fit Financial Podcast is produced by Fit Wealth Advisors and hosted by Amanda Hanquist, financial planner for high-achieving online coaches. 

Disclaimer: This episode is for informational purposes only and is not financial or investment advice. 

Aligned & Abundant: Financial Energy for Online Coaches (feat. Ava Johanna) 

 You’re hitting your goals. 

The income is flowing. 

But something still feels off. 

In this powerful episode, I’m joined by Ava Johanna—breathwork teacher, energy coach, and creator of Vision Board Life—to unpack the deeper conversation so many online coaches need but rarely have: What happens when outward success doesn’t match your inner state? 

This one’s for the coach who’s scaling fast, but secretly stuck in old money patterns, burnout cycles, or the constant pressure to “do more.” 

What We Cover: 

For the Coach Who’s... 

Let’s Stay Connected 

If this episode hit home, don’t keep it to yourself—share it with another coach who needs a reminder that wealth starts from within. 

Follow me on Instagram @thefitfinancial_ for behind-the-scenes money strategy, business mentorship, and mindset shifts built for high-performing online coaches. 

Visit fitwealthadvisors.com to learn how I help coaches like you turn revenue into long-term financial power. 

Find @avajohanna on Instagram

The Fit Financial Podcast is produced by Fit Wealth Advisors and hosted by Amanda Hanquist, financial planner for high-achieving online coaches. 

Disclaimer: This episode is for informational purposes only and is not financial or investment advice. 

The Credit Conversation Every Health Entrepreneur Needs to Hear (Feat. The Fit Credit Doctor) 

Is your credit score quietly holding you back—even while your business is thriving? 

In this episode, I sit down with The Fit Credit Doctor for a powerful and practical conversation about credit, confidence, and how to stop letting financial confusion get in the way of your next level. Whether you’re a nutrition coach scaling a 6-figure business or a wellness professional navigating growth, this one’s for you. 

We break down credit myths, uncover common mistakes, and share actionable strategies to help you build real financial power—without shame, stress, or fluff. 

What We Cover: 

Tune in if: 

Resources Mentioned: 

Let’s Connect: 

If this episode gave you clarity or confidence share it with a fellow entrepreneur. Your next level isn’t just about income—it’s about strategy. 

Earning Great Revenue. But Do You Feel It? 

What’s in this weeks Episode: 

You’ve nailed the revenue. Your systems are working. Your business is scaling. 

So why does money still feel unclear? 

This episode is for the entrepreneur who’s earning more than ever — but still feels unsure, unstructured, or even a little anxious when it comes to managing that wealth. 

Not because you’re behind. But because no one ever taught you what to do with money at this level. 

If your cash flow is strong but your confidence around it hasn’t caught up, this episode walks you through a clear 3-part framework to shift from winging it… to leading like a true CEO. 

🔑 What You’ll Learn: 

📌 Key Topics: 

🔗 Links + Resources: 

👋 Let’s Connect: 

If this episode resonated with you, make sure to subscribe, leave a review, and share it with a fellow entrepreneur who’s scaling fast — and ready to feel the financial ease they’ve earned. 

The Fit Financial Podcast 

Defining Your Financial Freedom Number with Lindsey Mathews

Today on the show, I’m joined by the incredible Lindsey Mathews—CEO of Moxie, powerhouse entrepreneur, and long-time Fit Wealth client. Lindsey shares her journey from feeling overwhelmed by finances to building a clear, confident path to freedom. 

We talk about what it really means to define your financial freedom number, how that clarity transformed her life and business, and the empowering moment she helped her husband step away from a misaligned job. 

This episode is a powerful example of what’s possible when you blend strategy with intention. Let’s dive in! 

What We Cover: 

Favorite Quotes: 

“Knowing my freedom number gave me permission to dream differently.” 

“It wasn’t about making more—it was about feeling safe and strategic with what I already had.” 

“Financial clarity gave me confidence in every area of my life.” 

Bonus Nuggets: 

Connect with Lindsey: 

Connect with Amanda & Fit Wealth Advisors: 

Don’t Forget: 

If you enjoyed this episode, leave a rating and review! It helps more entrepreneurs find the clarity and confidence they deserve. 

Lindsay Matthews is a current client of FitWealth Advisors and was not compensated for her testimonials or appearance on the podcast.

The Fit Wealth Show 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. 

Welcome to The Fit Financial Podcast, have you always been afraid that your business will run out of cash, so you’ve just been stashing it away, but now you’ve got to thinking, hmmm...maybe I should be doing something different...or how much is too much extra cash to have on hand in my business? Well today on the show, we’re going to talk about how much cash you should have, signs that you might be keeping too much and what to do with the extra cash that you do have. This is The Fit Financial Podcast! 

While having cash reserves is vital for stability, too much idle cash can signal inefficiency and missed opportunities. A balanced cash management strategy can help to ensure that your business remains competitive and growth-oriented while optimizing tax efficiency. By actively managing your cash reserves, you can capitalize on investment opportunities, reward owners, and maintain a healthy financial position.

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

Find Shawn at: @fitwealthadvisor

The Fit Financial Podcast 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.