FIT™ Perspectives by Atlanta Financial

FIT™ Perspectives by Atlanta Financial

Atlanta Financial's FIT™ Perspectives podcast provides a pathway between internal development, self-awareness and financial independence ultimately making a meaningful impact on not just your finances, but your life.... Show More

Episodes

May 29, 2020 44 min

With student loan statistics skyrocketing, the options becoming more overwhelmingly complicated, and the cost of higher education being a larger hurdle to plan for, there has never been a better time to understand the decisions you will be faced with – as a student or as a parent.

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May 8, 2020 20 min

Nearly two months after the original “social distancing” restrictions required us all to adjust to a life in quarantine, we all are adjusting to new routines and new norms of precaution. Financially, more and more people are wondering what can be done to ensure their families will be ok on the other side of this pandemic. In today’s episode, the FIT™ Perspectives team explores three key areas to focus on when it comes to weathering...

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April 6, 2020 29 min

Our FIT™ Perspectives Team shares the latest podcast episode entitled "Planning for the Modern Fam" where we host estate planning and elder law attorneys, Laura Akins and Samantha Page, to help simplify the complex planning needs for today’s families, particularly blended families, the sandwich generation, and elder/special needs loved-ones.

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On March 27th, President trump signed into law a bipartisan bill, dubbed the CARES Act, representing the single largest economic relief package in modern history. The ~ $2 Trillion legislation is set to provide an infusion of stimulus money and financial hope into the US economy, targeting an offset of some of the momentous impact of the COVID-19 virus. Listen in as the FIT™ Perspectives team explains a few of the key provisions th...

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Amid the COVID-19 outbreak and record level market volatility, the uncertainty across the nation is a gracious plenty right now. Join the FIT™ Perspectives team as they tackle the latest news related to the coronavirus, developments in the financial markets, and an economic outlook for the American economy resulting from the current crisis.

Past performance may not be indicative of future results. There is no guarantee that markets ...

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March 4, 2020 32 min

“I should have known better…” Five words you don’t want to be saying after the fact when it comes to a money. On today’s episode of the FIT™ Perspectives Podcast, Harrison and Charles discuss 5 broad but key areas where predictable outcomes with money can playout positively or negatively depending on how the situation is approached.

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February 3, 2020 22 min

2020 is here, we’ve ushered in a brand-new decade, and if you are wondering how to appropriately set the stage for a successful run toward financial independence, episode 13 entitled “The Roaring 20-20s” is just for you! Often times the most challenging “first step” in getting your financial house in order is taking inventory of where you are and getting organized. The conversation in Episode 13 finds Charles and Harrison covering ...

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February 3, 2020 26 min

Have you ever wondered what you might go back in time and tell a younger you about life, business, and money if you had the chance? Episode 13 is the conclusion to the FIT™ Perspectives mini series touching on that very nostalgic notion. Charles has a discussion with Michelle Thompson, Wealth Manager and FIT™ Perspectives contributor, and Jon Holmgren, President of Atlanta Financial, about key “life lessons” they each would go back...

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January 2, 2020 23 min

Have you ever wondered what you might go back in time and tell a younger you about money (or life in general) if you had the chance? Episode 12 kicks off a series touching on that very nostalgic notion. Chris and Charles start it off by opening up and discussing several key “life lessons” they each would go back and school their younger selves on in part 1 of “Retrospect.” 

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December 18, 2019 23 min

Episode 11 finds Charles, Harrison and Michelle following up on the conversation presented in Episode 4, “Yours, Mine, and Ours,” regarding merging finances upon marriage. Specifically, the team address specifics areas (risk tolerance levels, cash reserves, differing spending habits, and financial transparency) where spouses can experience conflict and learn to alleviate it over time as they begin to manage money together.

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October 31, 2019 36 min

What money decision scares you most? In this special Halloween edition of the FIT™ Perspectives podcast, Harrison and Charles tackle one of the most daunting (especially if doing it for the first time) - buying a home. The fellas walk through what you can do ahead of a home purchase to ensure a successful outcome, and also what to expect and/or do during the buying process to make it a positive experience for yourself.

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October 23, 2019 26 min

Given that open enrollment season is upon us and there is a presidential election on the horizon, healthcare in America is a topic once again standing center stage. On today’s episode, Charles leads a conversation with health insurance expert, Greg Sanders, about the various options for those out there who are NOT covered by a group plan. Specifically, they discuss options for young individuals and the self-employed out there that ...

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October 23, 2019 25 min

On the final episode of the Budgeting Basics trio, Chris and Charles discuss with current and future budgeteers everywhere the last app/software reviewed by the FIT Perspectives team, “EveryDollar” by Ramsey Solutions. They talk about the lost art of spreadsheet budgeting (use, construction and strategies), and the series is concluded with eight high level tips to consider as you move forward with your personal cashflow plan.

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What is a 6-letter word for “cornerstone of financial success”? Answer: BUDGET. Episode 6 of the FIT™ Perspective podcast, Charles, Harrison and Chris ramp up a multi-part series on budgeting and cashflow planning beginning with a discussion of two foundational aspects- 1) Zero-dollar budgeting and 2) tracking your spending. Within the context of these two concepts, the team debates building in a savings component into your budget,...

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Technology can certainly be our friend when it comes to cashflow planning, tracking spending and building budgets! In the second installment of the "Budgeting Basics" trilogy of episodes, the Charles, Harrison and Mari discuss several well known, and highly rated budgeting applications and software commonly used within personal finance. They cover basic structure, ease of use, pros and cons and also costs for 1) YNAB (You N...

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October 15, 2019 9 min

Did your 2018 tax return look quite a bit different that years past? Even more, are you awaiting your 2018 return to be filed and are a bit wary of what Uncle Sam may invoice you for? Episode 5 is a timely overview of the post-Tax Cuts and Jobs Act world of tax filing. Chris, a wealth manager and practicing CPA on staff with Atlanta Financial, discusses several key tips and planning opportunities observed as a result of the 2017 ta...

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October 15, 2019 15 min

Ever wonder what millionaires have in common, and what you might want to consider doing differently yourself as you too look to take hold of that elusive label? If so, episode three is for you! Episode three finds Charles, Chris, Harrison and Mari exploring broadly what it means be a millionaire in America today. They cover several prevalent statistics regarding U.S. millionaires, leading into a deeper discussion about four common ...

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October 15, 2019 13 min

Where are the rules on running household finances in the vows?!? Episode four delivers FIT™ Perspectives listeners a conversation regarding merging finances and money management styles upon marriage. Chris, Harrison and Michelle deliberate the various strategies employed within their own family units and highlight several common ways people tend to handle/view family finances after the marital vows are complete.

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October 14, 2019 27 min

On the second episode of FIT™ Perspectives, Charles, Harrison and Michelle discuss the five stages of wealth –  appropriately dubbed the “Wealth Spectrum.” Key characteristics of each are stage are noted so that listeners can easily discern which stage he or she feels most accurately reflects their own current status, and the team suggests steps to help individuals move progressively from one stage to the next.

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October 14, 2019 6 min

In this inaugural episode, Charles and Harrison launch the FIT™ Perspectives Podcast by defining the core principals the podcast is built upon, deliver insights as to what listeners can expect from the podcast moving forward, provide background on Atlanta Financial Associates and it’s team of financial professionals, and lastly share information on how to connect with AFA and the FIT™ Perspectives team for future content.

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