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 Amer...
Money Checkup with Anjali Jariwala
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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.
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...
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...
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 Financia...
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...
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 mean...
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 pla...
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 crea...
Developing Healthy Habits that Last with Katrina Ubell, MD
Katrina Ubell, MD worked for a decade as a pediatrician. After years of big fluctuations in her weight, she lost 45 pounds in a year and has been able...
Diversity in Investing with Rob Rahbari
Less than 2% of global assets under management, across mutual funds, hedge funds and other asset classes, is managed by women and people of color, acc...