Money Checkup with Anjali Jariwala
By Anjali Jariwala
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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.
||Clean7. Physicians and Money with Tarang Patel (Dr. Money Matters)||It doesn’t matter how much or how little a person makes; finances can be a challenge for all of us. In today’s Money Checkup, I chat with Tarang Patel about how even physicians struggle with finances. Coming right out of medical school or...||3/12/2019||Free||View in iTunes|
||Clean6. 2018 Tax Return Changes Explained||There have been plenty of changes to the 2018 tax returns as a result of the Tax Cuts and Jobs Act. Today we go over some of the big changes that might affect you and your tax return. Tune in to find out some of the forms that are no longer utilized,...||2/26/2019||Free||View in iTunes|
||Clean5. Real Estate Investing with Christina Woo||Real Estate investing is popular and can provide for an income stream in retirement as well as diversification in your portfolio. But what are some of the important factors to think about before investing in real estate? What are the tax...||2/26/2019||Free||View in iTunes|
||Clean4. Tax Planning for 1099:Independent Contractors||Taxes can be a challenge for a lot of people. There’s an added level of complexity if you are or are thinking about becoming an independent contractor. The tax rules and planning differs from a W-2 employee. But what are they? Today on the episode...||2/12/2019||Free||View in iTunes|
||Clean3. The Psychology of Money with Shanta Kanukollu||Whether you like it or not, there is an emotional component to how you approach money. In today’s episode Shanta Kanukollu and I discuss why we behave the way we do with our money and how that impacts the financial decisions we make. From the...||2/12/2019||Free||View in iTunes|
||Clean2. Getting Back to the Investment Basics with Kelly Klingaman||Sometimes to get a good understanding of something, we need to start with the basics. In today’s episode Kelly Klingaman and I discuss the investment basics to give you a better understanding of what your money can do for you. We will also provide...||2/12/2019||Free||View in iTunes|
||Clean1. What to Expect From Money Checkup||It’s here! I’m really doing this! Money Checkup is live! If you can’t tell, I am very excited about launching this podcast. For over a year I have wanted to launch a podcast to help educate a wider audience around all the nuances and...||2/5/2019||Free||View in iTunes|
Amazing podcast by someone who knows her stuff!
Anjali brings a unique perspective to financial planning. I love hoe she is a strong female who knows her stuff! I like how she has a strong background in tax and finance as well. Really great podcast. Listen...now!
Finance can be fun!
Financial planning has always been daunting to me but I really enjoyed listening to this podcast! Anjali explains concepts clearly and makes them relatable to those of us not in the world of finance!
Very Useful Advice
Anjali makes finances easy and fun to understand! Great topics! I will be a regular listener!