Shows
Zubaani: South-Asian Parenting Tips and StorytellingZubaani: Food MemoriesWelcome to Season 2 of the Zubaani podcast by nonprofit Peerbagh. Season two takes a deep dive into the topic of intergenerational storytelling with writers Salma Hussain and Upasna Kakroo as cohosts.Episode 2, Season 2: Food MemoriesIn this podcast episode, we discuss the role of food in storytelling and building cultural identities. We also feature children's books that bring this aspect of South Asian culture for kids and families. Mangoes are included :-)Books and other trivia discussed in this episode:100 Chapatis – Picture Book, by Derek Mascarenhas (Author), Shantala Robinson (Illust...2025-06-0433 min
Financial Advisor Success3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For with Anjali JariwalaAnjali Jariwala is the Founder of FIT Advisors, a California-based RIA that operates virtually nationwide, managing $65 million in assets for 45 client households. Over the past six years, Anjali has tripled her annual revenue from $250,000 to $750,000 while only adding a net of 10 client households by focusing on physicians with complex tax needs and small business owners with revenues of $5M-$20M. She achieved this growth by enhancing her service offerings with advanced financial planning and CFO services, while raising her fees to reflect the increased value. Listen in as Anjali shares how she transitioned from paid ads to...2024-11-191h 29
Aligned Money ShowEmbracing Professional Help with Anjali JariwalaOn this show, we talked about the challenges and opportunities successful young people face, the lessons that can be learned from top performers and how to embrace money and emotions relationship with Anjali Jariwala, CPA, CFP and Founder of FIT Advisors. Listen to learn how to ensure you and your spouse are on the same page when it comes to money!
For the Difference Making Tip, scan ahead to 18:24!
You can learn more about Anjali at FitAdvisors.com, Facebook, Twitter, and LinkedIn.
Did you get anything out of this episode? Do us a s...2024-01-0820 min
Conversations for Financial ProfessionalsCFFP #58 - Using Your Personal Story to Build a Firm Specialization ft. Anjali Jariwala, CPA, CFPWelcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Anjali Jariwala, CPA and CFP®, who is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice with family and fri...2022-06-2243 min
Minority MoneySome Life and Business Updates with Maricela Miles-MattinglyAfter just launching our business, moving to a new house, traveling by plane to Chiacago, and recently celebrating our son’s birthday– it’s been one crazy ride!With a bit of a whirlwind of so many different things happening recently, Maricela and I decided that we wanted to come on here and talk about what we have planned for the next few months!Highlights>> Our son’s birthday!>> The conference in Chicago.>> Quick market updates!>> Stay tuned for Pride Month!If...2022-05-3019 minMinority MoneyBanking the Unbanked with Jontae JamesThe cannabis industry has been riddled with stigma; both for its place in society, and how black and brown minorities have become the face of it in the war on drugs. While it’s now legal in the state of California, it is still very much federally illegal. Because of this, so many people from the traditional markets that run on cash, are unable to be financed or backed up by banks or are getting taxed incredibly high.In this episode, I’m joined by Jontae James, an entrepreneur who started young and dove into the venture capi...2022-05-2342 minMinority MoneyThe Impact of Money with Anjali JariwalaThere are many iterations of the immigrant story of coming to America with a limited amount of money– or if any at all. Growing up with parents that had to go through this can leave deep impressions on younger generations– where money is scarce and it must be saved. While saving and budgeting is a great way to future-proof, it might not be the best way to make that money work for itself; which is why financial education is so important.For this episode, I’ve invited over Anjali Jariwala, a career changer that started in tech but qu...2022-05-1629 min
Doctors Unbound with David Draghinas, MDGreatest Hits: Simple Steps for Building an Abundance Money MindsetIn this greatest hits episode there’s so much to consider including whether or not we start off the new year money-goal strong or we go in with regret of the overspend. Regardless of how we could see the situation, though, our perspective changes our reality. My guest, Anjali Jariwala, CPA, CFP, has got the scoop from what we can teach our kids to do internal audits on their own relationship with money. Have you ever considered a different way of practicing medicine? Whether you are burned out, need a change of pace, or are looking to su...2021-08-1625 min
Young Money with Tracey BissettEP193 Financial Fitness for Business Owners with Anjali Jariwala of FIT AdvisorsBusiness and personal finances are interconnected, but without the guidance of experienced planners, many business owners lose track of where their spending is going and things can become dangerously muddled. Anjali Jariwala, CPA, CFP® and the founder of FIT Advisors, is experienced in helping business owners and physicians navigate their finances as they continue their busy lives. In this episode, she will explain the steps you can take to feel empowered to discover and reach your life goals - all while building a stable financial future. Listen in as Anjali shares her advice on finding the best financial advisor fo...2021-05-1126 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow This Firm Owner Charges Five Figures per Year For Her “Micro-Niche”Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice with family and friends but began to realize that not only did most of them lack access to the best personal finance information but also their busy family lives meant they j...2021-04-0821 min
Money Checkup with Anjali JariwalaHow 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/2021-03-0955 min
The Scope of Practice PodcastHow to Maximize Your Tax Savings in 2021 - Anjali JariwalaEpisode 40 - Death and taxes are the only two certainties in life, so they say. In this episode, we're talking about TAXES!! Specifically, what strategies can you employ to maximize your tax savings in 2021? What are the tricks? What are some hacks we can employ? My guest this week is Anjali Jariwala. She's the founder of FIT Advisors and is a tax professional.In this episode we talk strategy as well as tactics. We discuss longterm strategies you can use to minimize your tax burden over the course of your life. Additionally, we talk about some specific items yo...2021-01-1854 min
Money Checkup with Anjali JariwalaMoney, Entrepreneurship and Marriage with Farnoosh TorabiYou 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 a wife and mom to two kids. She and her family live in New Jersey. https://fitadvisors.com/farnoosh-torabi-personal-finance-female-breadwinners2020-10-2041 min
Money Checkup with Anjali JariwalaFinding the Right CPA for Your Business with Geraldine CarterGeraldine 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 business owners’ teams, focusing on specific niches where they can develop expertise. On the other side of the equation, Geraldine encourages business owners to find the right CPA or fractional CFO as soon as they can afford to do so. Business owne...2020-10-0643 min
Business Strategy for CPA's099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & founder of FIT AdvisorsLearn more about PEAK FREEDOM Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners virtually across the US. She utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future. Anjali hosts Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being. When Anjali started her practice 5 years ago, baked right into the plan was how to build a highly profitable business while working...2020-08-1957 min
So Money with Farnoosh Torabi1079: Ask Farnoosh: How to Recover from Bankruptcy?In this week's Ask Farnoosh, CFP and founder of FIT Advisors, Anjali Jariwala joins to answer listeners' questions about bankruptcy, paying off debt, saving for a home and creating a financial plan.
More about Anjali: She is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice wi...2020-08-0747 min
Where Accountants Go - The Accounting Careers Podcast178: Anjali Jariwala from Fit Advisors and the Money Checkup PodcastThe owner of Fit Advisors and host of the Money Checkup Podcast, Anjali Jariwala, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.
Anjali was always interested in business, and decided to major in Accounting after spending a little time as a Pre-Med major. However, she found that medicine was not for her, and therefore had switched while still in school.
What’s interesting about Anjali’s career though is that now she has come full circle, using her medical knowledge combined with her business and accounting knowledge, to serve business owners and physicians in their own f...2020-06-0941 min
Money Checkup with Anjali JariwalaShort-Term Rentals and Life Beyond Medicine with David Draghinas of Doctors UnboundDavid Draghinas is the host of Doctors Unbound, a podcast for and about physicians who are doing extraordinary things inside and outside the medical field. He practices clinical medicine as an anesthesiologist in the Dallas area on top of spending time with his wife and their four children. David is an anesthesiologist in working private practice with Metropolitan Anesthesia Consultants in the Dallas area. He is a graduate of the USC Keck School of Medicine who started his career as a U.S. Navy physician in San Diego. David and his wife have four young children. 2020-02-1140 min
Money Checkup with Anjali JariwalaGive Yourself A Year-End Financial CheckupAs 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 more about how to give yourself a year-end financial checkup here.2019-12-0338 min
Money Checkup with Anjali JariwalaHow to Give Yourself a Mid-Year Money CheckupIt’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 behind each step. Doing a mid-year checkup is sure to save you some sanity and maybe even some money come tax time! For more content, plea...2019-08-1336 minMoney Checkup with Anjali JariwalaRetirement Plans for Small Businesses with Neil ShoreIf you’re a business owner, figuring out the right retirement plan for you and your employees can seem like a daunting task. The first decision is to determine if you want a defined contribution plan or a defined benefit plan and then from there the number of options continues to grow. In today’s Money Checkup, I’ve invited Neil Shore to join me on the show to take a deep dive into these options and provide you insight on what may work for you and your business. Tune in to not only find out about the various retire...2019-06-041h 00
Work Your Wealth PodcastFinding the Right Financial Planner for You with Anjali JariwalaThis week I sat down with fellow financial planner and CPA Anjali Jariwala to discuss how to figure out how to find the right financial advisor for you. Anjali Jariwala CPA, CFP® founded FIT Advisors to save her clients time and help guide them to better financial decisions. As a mom, business owner and wife of a physician, she understands the opportunities as well as challenges that young professionals face. Whether you’re running a medical practice, looking at your first job or navigating money conversations in a new marriage - she knows your home life and fin...2019-06-0345 minMoney Checkup with Anjali JariwalaPhysicians 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 residency, physicians are faced with large amounts of student loan debt and many don’t have the opportunity to start contributing to an employer sponsored retirement plan until they are in their mid-thirties. We discuss these issues and others that our physicians are facing with their finances to try and provide some suggestions and insigh...2019-03-1239 minMoney Checkup with Anjali JariwalaWhat to Expect From Money CheckupIt’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 technical knowledge around money. In the first episode I wanted to put it on the table around the WHY: WHY I launched this podcast; WHY I’m passionate about educating others around money; WHY I got to where I am today in my finance expertise. I’ll fill you...2019-02-0508 min
Doctor Money MattersEpisode 4. Anjali Jariwala, CPA -- Taxes Welcome to episode 4 of the Doctor Money Matters podcast. We discuss the tax issues and finances with Anjali Jariwala, CPA founder of FIT Advisors. Taxes are a major issue for many high income healthcare professionals and proper planning can help minimize the pain.2017-03-3033 min