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.
Money Checkup with Anjali Jariwala
Claim This Podcastby Anjali Jariwala
4.9(35 reviews)
66 episodes
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Podcast Overview
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.
Language
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Publishing Since
2/5/2019
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Recent Episodes
May 25, 2021
Biden's Proposed Tax Changes and a Summer Hiatus
<p><span style="font-weight: 400;">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. </span></p> <p><span style="font-weight: 400;">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,</span> <a href="http://eepurl.com/dI4tPb"><span style= "font-weight: 400;">sign up for my newsletter here</span></a><span style="font-weight: 400;">.</span></p>
May 11, 2021
Developing and Teaching Financial Literacy with Jedidiah Collins
<p><span style="font-weight: 400;">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</span> <span style="font-weight: 400;">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. </span></p> <p><span style="font-weight: 400;">"Rich is having a lot of money today," Jedidiah says. "Wealth is how many tomorrows I don't have to worry about money." </span></p> <p><span style="font-weight: 400;">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</span></p>
April 27, 2021
Contract Review for Physicians with Poonam Lakhani
<p><span style="font-weight: 400;">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.</span></p> <p><span style="font-weight: 400;">“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.</span></p> <p><span style="font-weight: 400;">Poonam is based in the Chicago area and is a member of the South Asian Bar Association of Chicago. She</span> <span style="font-weight: 400;">has been named a Super Lawyers Rising Star every year since 2016. https://fitadvisors.com/contract-review-for-physicians-with-poonam-lakhani</span></p>
66 total episodes available
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- What is Money Checkup with Anjali Jariwala?
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This podcast updates daily.
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Yes, this podcast regularly features guests.
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