Money Checkup with Anjali Jariwala

Anjali Jariwala
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Money Checkup with Anjali Jariwala

What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the areas your money touches - taxes, real estate, long-term savings, entrepreneurship, and much more. Get to know Anjali and the hands-on approach she takes to improving your financial health.

  1. Biden's Proposed Tax Changes and a Summer Hiatus

    05/25/2021

    Biden's Proposed Tax Changes and a Summer Hiatus

    Joe Biden ran on a number of proposed tax law changes during the 2020 campaign. Several of these proposals temporarily took effect as part of the American Rescue Plan, and several others have been introduced in Congress. Note that, historically, major tax reforms seem to pass towards the end of the year, with changes applying to the following year. In this episode, I’ll summarize some of the proposed changes.  Also, Money Checkup will be taking a hiatus after this episode. This summer I’m focusing on renovating our home and working on a lifelong dream of mine: Publishing a children’s book. I’ll be blogging about our renovation all summer, so if you’re interested in following along, sign up for my newsletter here.

    25 min
  2. Developing and Teaching Financial Literacy with Jedidiah Collins

    05/11/2021

    Developing and Teaching Financial Literacy with Jedidiah Collins

    While playing professional football, Jedidiah Collins realized that he didn’t know how to manage money. Despite earning a high salary, he’d spend most of his paycheck right after he received it and didn’t know how to plan for the future. With encouragement from his family and mentor, he began to learn about personal finance, eventually studying for the CFP® exam during the offseasons. After a few years of working in wealth management, Jedidiah realized his passion was helping people who were just beginning their financial journeys.    "Rich is having a lot of money today," Jedidiah says. "Wealth is how many tomorrows I don't have to worry about money."  Today, Jedidiah runs Your Money Vehicle, an online certification course in financial literacy. His hope is that students will learn basic principles of personal finance and put them to use throughout their lives. https://fitadvisors.com/financial-literacy-jedidiah-collins

    39 min
  3. Contract Review for Physicians with Poonam Lakhani

    04/27/2021

    Contract Review for Physicians with Poonam Lakhani

    Physician contracts can be very complex, and often physicians turn to attorneys for help reviewing them during the negotiation process. Poonam Lakhani, an employment and business attorney with The Prinz Law Firm, works with physicians to do just that. She reviews contracts to understand compensation structures, non-compete clauses, termination clauses, whether there are specific steps that can lead a physician to become a partner, and more. “My goal is to make sure that as much is defined as possible, because when there’s vagueness in an agreement, that’s where disputes occur," she says. Poonam is based in the Chicago area and is a member of the South Asian Bar Association of Chicago. She has been named a Super Lawyers Rising Star every year since 2016. https://fitadvisors.com/contract-review-for-physicians-with-poonam-lakhani

    48 min
  4. Designing Your Wealth with Dasarte Yarnway

    04/13/2021

    Designing Your Wealth with Dasarte Yarnway

    Dasarte Yarnway founded his own wealth management firm at age 24 out of a desire to help people create multi-generational wealth. At Berknell Financial Group, he encourages clients to think deeply about their relationship to and beliefs about money, then works alongside them to create a unique, holistic plan that reflects their values across all aspects of their financial life. Then, he helps clients use their wealth to invest in themselves, their families, and their communities.  “How do you create that better life when no one’s telling you what the rules are to this system?… If they had a compass, how could that change the trajectory of their financial life?”  The child of immigrants from Liberia, Dasarte is passionate about making financial planning more accessible to everyone. https://fitadvisors.com/episode-59-designing-your-wealth-with-dasarte-yarnway/

    43 min
  5. Managing Your Business Cash Flow with Tracey Bissett

    03/30/2021

    Managing Your Business Cash Flow with Tracey Bissett

    Tracey Bissett works with business owners to help them understand their financials, manage their cash flow, and set pricing in a way that ensures they earn a fair salary. Though Tracey believes it is essential for business owners to know their numbers, she doesn’t believe anyone should feel shame because they don’t — and she works with her clients to understand where those feelings come from and develop strategies for addressing them.  “I don’t see how you can actually hit your goals for your business without knowing your numbers.” Tracey operates her firm, Bissett Financial Fitness Inc., from Toronto. She is also a professor at Centennial College’s School of Business. https://fitadvisors.com/managing-your-business-cash-flow-with-tracey-bissett

    34 min
  6. How to Read a Loan Estimate with Christina Razzi

    03/16/2021

    How to Read a Loan Estimate with Christina Razzi

    In this episode, US Bank loan officer Christina Razzi (NMLS# 162739) walks us line by line through a loan estimate. She outlines what each number means, which ones vary from bank to bank or from state to state, and which are estimates that will change as you get closer to closing. Here is a sample loan estimate that you can use to follow along: https://www.consumerfinance.gov/owning-a-home/loan-estimate For more detail, visit: https://fitadvisors.com/how-to-read-a-loan-estimate

    50 min
  7. How to Maximize Your Tax Savings in 2021 [BONUS]

    03/09/2021

    How to Maximize Your Tax Savings in 2021 [BONUS]

    I recently had the opportunity to join former Money Checkup guest Brent Lacey on his podcast, The Scope of Practice. We talked in detail about tax planning for 2021 and beyond. I hope you enjoy this bonus episode!  For more details and to learn more about The Scope of Practice, visit: https://www.thescopeofpractice.com/podcast-episode-40-how-to-maximize-your-tax-savings-in-2021-anjali-jariwala-ceo-of-fit-advisors/

    55 min
  8. Financial Literacy for Kids with Mac Gardner, CFP®

    02/23/2021

    Financial Literacy for Kids with Mac Gardner, CFP®

    A few years ago, one of Mac Gardner’s clients approached him. She served on the board of a children-serving nonprofit, and she asked if Mac could create some financial literacy materials for the kids the organization served. Mac did — and he learned along the way that many kids have very little exposure to the basics of personal finance. He created The Four Money Bears to help instill in kids those basic principles. “There are really only four things you can do with money: Spend it, save it, invest it, and give it away. Those are the four building blocks of financial literacy.” Mac also runs a company, FinLit Tech, that focuses on building bridges between financial literacy and financial technology. He lives in Tampa with his family.

    39 min
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    4.9
    out of 5
    35 Ratings

    About

    What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the areas your money touches - taxes, real estate, long-term savings, entrepreneurship, and much more. Get to know Anjali and the hands-on approach she takes to improving your financial health.

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