Beste Anjali Jariwala podcaster (2024)

1
Biden's Proposed Tax Changes and a Summer Hiatus 24:42

3+ y ago24:42

24:42

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.…

1
Developing and Teaching Financial Literacy with Jedidiah Collins 39:11

3+ y ago39:11

39:11

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…

1
Contract Review for Physicians with Poonam Lakhani 47:33

3+ y ago47:33

47:33

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 clau…

1
Designing Your Wealth with Dasarte Yarnway 42:42

3+ y ago42:42

42:42

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 as…

1
Managing Your Business Cash Flow with Tracey Bissett 33:31

3+ y ago33:31

33:31

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 …

1
How to Read a Loan Estimate with Christina Razzi 49:42

3+ y ago49:42

49:42

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: htt…

1
How to Maximize Your Tax Savings in 2021 [BONUS] 55:12

4y ago55:12

55:12

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-maxi…

1
Financial Literacy for Kids with Mac Gardner, CFP® 39:25

4y ago39:25

39:25

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…

1
Developing Healthy Habits that Last with Katrina Ubell, MD 47:17

4y ago47:17

47:17

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 to keep it off since. With her physician husband’s encouragement, she left her practice to launch her own business, where she focuses on helping other physicians understand their food habits so they …

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Diversity in Investing with Rob Rahbari 40:10

4y ago40:10

40:10

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, according to a 2019 Knight Foundation report. After a decades-long career in investing, University of Rochester Senior Investment Officer Rob Rahbari knew statistics like these. So in 2020, when the univ…

1
Communicating Uncertainty with ‘Sketch Guy’ Carl Richards 46:15

4y ago46:15

46:15

Financial planners are like pilots, Carl Richards says. We can create flight plans for our clients, showing them a map of the next few decades. But life and the markets both change in ways we don’t expect. Financial planners need to learn to communicate that uncertainty, and to establish themselves as guides who can adjust plans as clients’ lives a…

1
Navigating Market Uncertainty In A Crisis [RERUN] 58:30

4y ago58:30

58:30

In the first few weeks of the COVID-19 pandemic, the markets were incredibly volatile. But they stabilized fairly quickly, and now, it looks as if the stock market will end 2020 at or near record highs. In March, Trace Tisler reminded us that prudent investors don’t chase returns — that makes investing a game rather than a strategy. Diversification…

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Coping With Stress Through Mindfulness [RERUN] 50:12

4y ago50:12

50:12

Events during 2020 — the COVID-19 pandemic, social unrest, economic uncertainty — upended our lives in many ways, straining our mental and emotional health. In May, psychologist Amee Dassani joined me on the show to provide insight on managing stress and practicing mindfulness. If you missed this episode in the spring, or if you could benefit from …

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Year-End Wrap-Up 2020 31:05

4y ago31:05

31:05

As 2020 draws to a close, it may be difficult to remember every event that affected your finances. In this episode, we'll cover Paycheck Protection Program loans, student loans, and mortgage refinancing. I'll also discuss a few things to keep in mind for your 2020 tax planning, including charitable contributions and retirement plan contributions.…

1
Physician Leadership with Brent Lacey, M.D. 40:52

4y ago40:52

40:52

Dr. Brent Lacey coaches physicians in all phases of their careers — whether it's to find the right institution for their goals, to assume leadership roles and advocate for change within those institutions, to launch their own practices, or to master their personal finances. Though physicians typically work in silos, Brent says, COVID-19 has demonst…

1
Growing Your Real Estate Investing Business with Semi-Retired MD 43:59

4y ago43:59

43:59

Kenji Asakura and Letizia Alto are experienced and passionate real estate investors. They share their knowledge with other physicians and high income earners through their business, Semi-Retired MD, which offers courses, coaching and more. “Whenever you’re in a challenge, say, ‘how can I?’ Then figure out every possible solution and try them, and n…

1
Money, Entrepreneurship and Marriage with Farnoosh Torabi 41:37

4y ago41:37

41:37

You may already know Farnoosh Torabi. She’s a financial journalist and TV and podcast host who appears regularly on The Today Show, NextAdvisor, Bloomberg Opinion, CNBC and more. She is the author of several books, the most recent of which is When She Makes More: 10 Rules for Breadwinning Women. In addition to running her own business, Farnoosh is …

1
Finding the Right CPA for Your Business with Geraldine Carter 43:14

4y ago43:14

43:14

Geraldine Carter believes CPAs should do more than compliance. A great CPA, she believes, can act as a fractional CFO, offering cash flow forecasting and strategic support to business owners. She founded She Thinks Big Coaching and launched her podcast, Smart Strategy for CPAs, to do just that: Help CPAs establish themselves as key members of busin…

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Planning for a Career in Tech with Chloé A. Moore, CFP® 36:24

4y ago36:24

36:24

The tech industry can be challenging to navigate. Tech workers tend to change jobs often as startups launch or fail. Many are compensated not only with a traditional salary and benefits package, but with stock options — which, if a company succeeds, can result in “life-changing amounts of money” for employees. Chloé A. Moore, CFP® helps tech worker…

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Charting Your Unique Financial Path with Lauryn Williams, CFP® 41:34

4+ y ago41:34

41:34

Lauryn Williams became a professional track and field athlete at age 20. Suddenly, she found herself earning six figures and, despite studying finance in college, she ended up working with two financial planners who took advantage of her inexperience. In this episode, Lauryn speaks candidly about her mistakes — especially buying more house than she…

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Investing in Multifamily Real Estate 42:32

4+ y ago42:32

42:32

Veena Jetti is a real estate investor specializing in multifamily properties. At her firm, Vive Funds, she seeks to develop investment opportunities, primarily in Texas and Florida, then to bring investors together to take advantage of those opportunities. She continually reminds potential investors that they’re investing in the sponsorship team as…

1
Student Loans During and After the Pandemic 40:38

4+ y ago40:38

40:38

At the beginning of the COVID-19 pandemic, the CARES Act paused interest on federal student loans. Legislators have been discussing additional student loan relief as they work on additional stimulus legislation. Travis Hornsby, founder of Student Loan Planner, says it’s important for borrowers to keep an eye on these changes so they can plan for th…

1
Buying Property During the COVID-19 Pandemic 28:39

4+ y ago28:39

28:39

Amber Romo is a real estate agent in the Los Angeles area. Despite the COVID-19 pandemic, she and her team are busy with home purchases and sales. https://fitadvisors.com/buying-property-during-the-covid-19-pandemicAv Anjali Jariwala, Amber Romo

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Creating a Mission-Driven Business 42:20

4+ y ago42:20

42:20

Brian Thompson is a tax attorney and CFP® who works with LGBTQ+ founders of mission-driven businesses to hone their ideas and maximize their impact. https://fitadvisors.com/episode-42-creating-a-mission-driven-businessAv Anjali Jariwala, Brian Thompson

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Choosing the Right Real Estate Agent 38:20

4+ y ago38:20

38:20

A real estate agent can be instrumental in buying or selling your home. Chicago’s Suchi Bhagat explains what agents do and how to identify a partner. https://fitadvisors.com/episode-41-choosing-the-right-real-estate-agentAv Anjali Jariwala, Suchi Bhagat

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Planning for Military Benefits 49:33

4+ y ago49:33

49:33

Wilma Broering, CFP®, is a financial counselor to military service members. She is dedicated to helping service members navigate the day-to-day challenges of military life, take advantage of their benefits, and save for retirement. She retired from a financial planning practice in 2008, where she served the general population, before narrowing her …

1
Running a Business From Home With Kids 50:38

4+ y ago50:38

50:38

Anjali Jariwala and Mary Beth Storjohann are working and parenting full-time from home during the pandemic. They’re both learning to say no more often. Learn how. https://fitadvisors.com/episode-39-running-a-business-from-home-with-kidsAv Anjali Jariwala, Mary Beth Storjohann

1
Launching a Practice with a Partner 56:04

4+ y ago56:04

56:04

David Lieberman and Sachin Parikh of Palo Alto’s L&P Aesthetics share their tips for a successful partnership in a medical practice. https://fitadvisors.com/episode-38-launching-a-practice-with-a-partnerAv Anjali Jariwala, David Lieberman & Sachin Parikh

1
Coping With Stress Through Mindfulness 50:12

4+ y ago50:12

50:12

The COVID-19 pandemic has upended our lives in many ways, straining our mental and emotional health. I recently had psychologist Amee Dassani on the show to provide insight on how to get through this crisis and manage stress. Join us and listen to the episode now. https://fitadvisors.com/episode-37-coping-with-stress-through-mindfulness…

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A High School Teacher’s Approach to Navigating COVID-19 27:58

4+ y ago27:58

27:58

Kids around the country have been out of school for weeks now and may not return until the fall. Monica Jariwala, a high school teacher, joins us to talk about what teens are experiencing during the COVID-19 pandemic and how families Read more: https://fitadvisors.com/episode-36-a-high-school-teachers-approach-to-navigating-covid-19…

1
Planning in Times of Uncertainty 38:21

4+ y ago38:21

38:21

Has your financial situation changed, or do you expect it to change, as a result of the COVID-19 pandemic? Review your emergency fund and make any changes you need to make; review your estate planning documents, and take advantage of expanded unemployment benefits and delayed student loan payments. Talk to your financial advisor about immediate, sp…

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FULL EPISODE | Navigating the Market Uncertainty of COVID-19 58:30

4+ y ago58:30

58:30

This show was initially syndicated partially to Apple Podcasts. We're republishing it in an effort to share the full show. The last two weeks have been full of market volatility, making many people anxious about their finances. The COVID-19 is putting external pressure on our economy. Traditional economic stimulus tools may not work as they have in…

1
Navigating the Market Uncertainty of COVID-19 58:30

4+ y ago58:30

58:30

The last two weeks have been full of market volatility, making many people anxious about their finances. The COVID-19 is putting external pressure on our economy. Traditional economic stimulus tools may not work as they have in the past. The next weeks and months are likely going to be rocky, but that doesn’t mean you should pull your investments o…

1
Estate and Succession Planning 1:02:05

5y ago1:02:05

1:02:05

Av Anjali Jariwala, Puneet Cham

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Planning for Marriage, From Weddings to College Funds 53:40

5y ago53:40

53:40

Av Anjali Jariwala, Kaya Ladejobi

1
Short-Term Rentals and Life Beyond Medicine with David Draghinas of Doctors Unbound 40:55

5y ago40:55

40:55

Av Anjali Jariwala, Dr. David Draghinas

1
Value-Based Financial Planning with Scott Frank, CFA, CFP 44:46

5y ago44:46

44:46

Av Anjali Jariwala, Scott Frank

1
Financial Tips for the New Year 27:12

5y ago27:12

27:12

Av Anjali Jariwala, CPA, CFA

1
Tax Planning for 1099/Independent Contractors [Ep. 4 Rehash] 25:22

5y ago25:22

25:22

Av Anjali Jariwala, CFP, CPA

1
Life, Balance, and Becoming Wealthy Mom MD 45:10

5y ago45:10

45:10

Bonnie Koo is a board-certified dermatologist and the founder of Wealthy Mom MD. As a financial coach, she empowers women physicians to take control of their finances and plan for the lives they want without stress and anxiety. MORE ON BONNIE! Bonnie Koo, MD is a board-certified dermatologist, as well as a business owner, wife, mother, and stepmoth…

1
Give Yourself A Year-End Financial Checkup 38:34

5y ago38:34

38:34

As the end of the year approaches, make sure you make time to review your finances for 2019 and prepare for 2020. From retirement plan contributions to employee benefits to tax returns, work with your financial advisor and CPA to make sure you’re on track to maximize your tax benefits and save for your future. After subscribing to the podcast, read…

1
Cashflowing Rentals, REPS, and Financial Freedom with Semi-Retired MD 54:28

5y ago54:28

54:28

Letizia Alto and Kenji Asakura are physicians in Seattle. After a few years of full-time work and a transformative vacation to New Zealand, they decided to begin real estate investing so they could embrace the semi-retired lifestyle. Today, they own several dozen residential and mixed-use properties. They blog and lead real estate investing classes…

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Understanding Physician Burnout with Nisha Mehta, MD 51:23

5y ago51:23

51:23

Dr. Nisha Mehta identified the symptoms of burnout fairly early in her life as a radiologist. Instead of pursuing an academic career, she chose to begin writing and speaking about issues surrounding physicians’ demanding lifestyles, including work-life balance, women in medicine, physician finances, healthcare policy and the industry landscape, phy…

1
How Business Owners Can Build Balanced Lives 48:35

5y ago48:35

48:35

Sophia Bera, CFP®, is the founder of Gen Y Planning and a friend of mine. She does an admirable job of balancing her work with her personal life, and this week on Money Checkup, she shares advice on how to structure your business to align with your goals and values. To learn more about Gen Y Planning, visit genyplanning.com. Follow Sophia Bera on T…

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Launching New Medical Practices with Debra Phairas 59:24

5y ago59:24

59:24

Over 20,000 physicians talk about starting a medical practice, and according to this week’s guest, it’s a fallacy to think that physicians aren’t actually doing it anymore. On the contrary, Debra Phairas, president of Practice & Liability Consultants, LLC, has helped over 500 physicians open their own medical practices in her 34 years as a practice…

1
The Reality of Malpractice Insurance with Jason Shah, MD 37:17

5y ago37:17

37:17

The U.S. sees six to eight medical malpractice claims per 100 doctors per year says Dr. Jason Shah, cofounder of Flagship Healthcare. If a judge rules in favor of the patient, the average settlement or judgment is about $400,000 — although that can vary widely based on where the claim is filed and the physician’s specialty. At the most basic level,…

1
Protect Yourself With Property and Casual Insurance with Meaghan Dowd 53:19

5+ y ago53:19

53:19

There are many more risk factors out there than there used to be. Thus, it’s necessary to change your mindset - you’ve worked hard, built wealth, may have a family relying on you - so you want to make sure that you are protected! Prevention is always the best course of action, you don’t want to be put in a bad situation because you weren’t prepared…

1
Contract Review and Buying into a Medical Group with Kristen Prinz 47:46

5+ y ago47:46

47:46

Contract agreements will be written to favor the hospital or group over the doctor so take the time to make sure you are protected and know exactly what you are getting into. You often spend more time working than you do with your family so you don’t want to lock yourself in to a career that isn’t what you had in mind when signing the contract. Bec…

1
How to Give Yourself a Mid-Year Money Checkup 36:25

5+ y ago36:25

36:25

It’s halfway through the year, summer is coming to an end. It’s the perfect time to do a mid-year money checkup. The purpose of this checkup is to ensure that you are on the right track for your personal financial goals for the year. Join in on this solo episode where I go in detail about not only what you should be looking at but also the reasons …

1
Protecting Your Future Through Asset Protection with Ike Devji 1:06:10

5+ y ago1:06:10

1:06:10

It’s incredibly important to be proactive and focus on asset protection prior to an incident. You want to protect those assets during your life so that you can enjoy them and so that there is something to go into estate planning. Join in as Ike Devji, an attorney who focuses on asset protection, wealth preservation, and risk management as he delves…

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