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Mahi Jariwala
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She Can Ball
Marina Paul | It’s Ok to Ask for Help
In this episode of She Can Ball, host Mahi Jariwala sits down with Marina Paul, a former Georgetown soccer standout and the visionary founder of SPRHRA, a clothing brand designed to empower female athletes. Marina opens up about her journey of resilience, including recovering from two major injuries, navigating the mental health challenges of collegiate athletics, and finding the courage to ask for help when it was needed most. She also shares her experience shifting her career from consulting to entrepreneurship, building a brand that uplifts female athletes. Check out the She Can Ball So...
2024-11-26
32 min
Psychology in the Classroom
The Six Step Bitesize Learning Cycle with Joshi Jariwala
“Be the best you can be, now.” This is the overriding message to self and others which aligns to my personal values and fuels my being! Joshi Jariwala During, the Covid era, there was a will to be kind to students who were overwhelmed with endless unpredictable lists to survive, completely unrelated to study. Though committed, they could not jump start their drive to learn. Joshi Jariwala shares with you her journey of turning that kindness into a practical tool to softly help her students unfreeze their state of mind and guide them towards their study in bites...
2023-11-15
35 min
Mission Driven Business
Creating The Products You Want with Anjali Jariwala
Brian chats with Anjali Jariwala, CPA, CFP, an experienced investment manager and founder of FIT Advisors, a financial planning firm serving physicians and business owners. Anjali shares her newest passion project, Why We Eat with Our Hands, a children’s book that describes the rich beauty of Indian culture. On the episode, Anjali highlights how the lessons she learned building her business have helped her to navigate the book writing process. She also shares what she wished she knew before starting her book and how the idea started as a gift for her daughter Nyla. Ep...
2022-10-25
36 min
Explore the Latest Full Audiobooks in Biography & Memoir, Arts & Entertainment
Sanjeev Kumar: The Actor We All Loved by Uday Jariwala, Reeta Ramamurthy Gupta
Please visit https://thebookvoice.com/podcasts/1/audiobook/617719 to listen full audiobooks. Title: Sanjeev Kumar: The Actor We All Loved Author: Uday Jariwala, Reeta Ramamurthy Gupta Narrator: Jasleen Bhalla Format: Unabridged Audiobook Length: 7 hours 57 minutes Release date: September 14, 2022 Genres: Arts & Entertainment Publisher's Summary: 'He was a natural; one of the most powerful actors.' --Narendra Modi The 1970s were indeed the golden era of Bollywood. In the decade that revolutionized Hindi cinema, there was one actor who was every director's fail-safe artiste. When he entered the frame, the audience would sigh with relief, 'Nothing can go wrong now!' Sanjeev Kumar...
2022-09-14
05 min
Stars & Stripes Cricket Podcast
Rahul Jariwala - Episode 31: Stars & Stripes Cricket Podcast presented by DreamCricket
17-year-old batting phenom Rahul Jariwala comes on the podcast to talk about his journey into cricket as someone whose first love was baseball before an advertising flyer for the California Cricket Academy in Cupertino introduced him to the youth cricket scene while growing up in Northern California. The right-handed Jariwala recently finished as the leading scorer at the 2021 USA Cricket Men's 50-over National Championship in Texas, a performance which earned him a maiden callup into the USA Men's national team for the three-match ODI series against Ireland scheduled for December 26-30 at Broward County Stadium in Lauderhill, Florida.
2021-12-14
59 min
Young Money with Tracey Bissett
EP193 Financial Fitness for Business Owners with Anjali Jariwala of FIT Advisors
Business 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...
2021-05-11
26 min
Money Checkup with Anjali Jariwala
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, 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. “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. Poonam is bas...
2021-04-27
47 min
She Can Ball
Emily Williams | The Trials and Tribulations of Female Athletes
Author Emily Willams joins the podcast to discuss the release of Lady-thletes, a book on all the trials and tribulations of female athletes. On the episode, she talks about her experiences coaching AAU Girls Basketball and her approach to teaching. Emily and Mahi also discuss the importance of playing multiple sports for young athletes, keeping girls in sports, and her inspiration behind writing Lady-thletes. Check out the She Can Ball Instagram Page here https://www.instagram.com/she.can.ball/ Lady-athletes book on Amazon: https://www.amazon.com/Lady-thletes-trials-tribulations-female-athletes/dp/B08WZFPLH8/ref=sr_1_1?d...
2021-04-14
25 min
Money Checkup with Anjali Jariwala
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 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 to understand where those feelings come from and develop strategies for addressing them. “I don’t see how you can actually hit your goals for your business without knowing your numbers.” Tracey operates her firm, Bissett Financ...
2021-03-30
33 min
She Can Ball
Becca Greenwell | Exploring Other Passions
Today’s edition of the podcast features Duke Women’s Basketball Alumni: Becca Greenwell. She discusses her amazing basketball career from playing varsity basketball in 7th grade to her memorable senior year at Duke. Becca also talks about overcoming injuries and having to retire her basketball prematurely, but talks about how it helped her explore passions like her current job at the NBPA. Check out the She Can Ball Instagram Page here https://www.instagram.com/she.can.ball/ Check out the She Can Ball Podcast on Spotify: https://open.spotify.com/show/1PFpT1VU19JNSn...
2021-03-25
20 min
Money Checkup with Anjali Jariwala
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 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: https://www.consumerfinance.gov/owning-a-home/loan-estimate For more detail, visit: https://fitadvisors.com/how-to-read-a-loan-estimate
2021-03-16
49 min
Money Checkup with Anjali Jariwala
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 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/
2021-03-09
55 min
She Can Ball
Jasmine Thomas | Improving Yourself For Success
The 19th episode features the starting point guard for the Connecticut Sun: Jasmine Thomas! She discusses playing overseas, being drafted to the WNBA, and reveals why she established the WNBA partnership with the Kay Yow Cancer Fund. Check out the August Gill Apparel Website and use the code "shecanball" for 10% off your purchase until 3/13: https://augustgillapparel.com
2021-03-06
26 min
She Can Ball
Dr. Nicole LaVoi | Researching Girls and Women in Sport
Our episode today features the Director of the Tucker Center for Research on Girls & Women in Sport at the University of Minnesota: Dr. LaVoi. We discuss her research on girls quitting sports in their teenage years, how female athletes are portrayed in the media, and the importance of same-sex role models for girls in sports. Follow the She Can Ball Instagram Page https://www.instagram.com/she.can.ball/ Check out the Tucker Center Website https://www.cehd.umn.edu/tuckercenter/
2021-02-27
30 min
Money Checkup with Anjali Jariwala
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 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 The Four Money Bears to help instill in kids those basic principles. “There are really only four things you can do with money: Spend it, save it, invest it, and give it away. Those are the four b...
2021-02-23
39 min
She Can Ball
Packie Tuner, Oderah Chidom, and Ruta Savicaite | How to Get To The Next Level
Today’s podcast episode features 3 members of the Unlimited Potential Basketball Training Company: NBA/WNBA trainer Packie Turner, Former D-I athlete Ruta Savickaite, and professional women’s basketball player Oderah Chidom. We discuss how athletes can self-train during the pandemic, what distinguishes the players who make it to the next level versus the ones who don't, and the untold secret to becoming a successful female basketball player. Check out the podcast on Spotify: https://open.spotify.com/show/1PFpT1VU19JNSnMW4bpGfZ Check out the She Can Ball Instagram page: https://www.instagram.com/she.can.b...
2021-02-13
32 min
Money Checkup with Anjali Jariwala
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 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 can make permanent changes to their lifestyles. “Swapping out different actions will only help for so long, because you’ll still be thinking those thoughts and feeling those feelings that don’t support you.” More: https...
2021-02-09
47 min
She Can Ball
Joyce Ekworomadu | Everything Happens For a Reason
Today’s episode features the 12th Harlem Globetrotter, former WNBA player, and motivational speaker: Joyce Ekwowmadu! Joyce talks about her experiences at Texas State University and how instrumental those were to her successful career. She also shares what it was like to be a female Harlem Globetrotter and what she learned from her time with them.
2021-01-31
32 min
Money Checkup with Anjali Jariwala
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, 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 university’s president challenged every university department to recommit to diversity, equity and inclusion, Rob and his teammates developed an open-source list of funds owned and managed by women and people of color to share with other endowments and foundations. “It doesn’t mean anything until...
2021-01-26
40 min
She Can Ball
Jordan Sanders | Being in the Right Headspace
Today’s episode features the starting forward for the USC Women’s Basketball team: Jordan Sanders! She discusses going to graduate school and her inspiration to pursue social work. Jordan reveals why she decided to take a year off her final college basketball season at UCI, opens up about mental health struggles, and finding balance as a D1 athlete.
2021-01-21
18 min
The Scope of Practice Podcast
How to Maximize Your Tax Savings in 2021 - Anjali Jariwala
Episode 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...
2021-01-18
54 min
Money Checkup with Anjali Jariwala
Communicating Uncertainty with ‘Sketch Guy’ Carl Richards
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 and goals change. “You can have the best investment plan in the world, but if you don’t know why you have it, you’re not going to get where you want to go," he says. As the f...
2021-01-12
46 min
She Can Ball
Jamal Baptiste | How to Train for Basketball, Without a Basketball
This edition of the She Can Ball podcast features the strength and conditioning coach for the Atlanta Dream: Jamal Baptiste! He describes his experiences coaching professional athletes and the differences between coaching for the NBA and WNBA. Coach Jamal also reveals the most efficient way for players to warm up before workouts and explains the ideal strength training to skill work ratio. Time Stamps: 10:40 Importance of recovery/sleep 14:06 Addressing Muscle imbalances in your pre workout routine 15:05 Mobility + Stability then you start your warmup is the key your pre workout routine 20...
2021-01-10
42 min
She Can Ball
Arielle Chambers | The Woman Behind @HighlightHER
The 13th episode of the She Can Ball podcast welcomes the social media manager for Bleacher Report, journalist, and model: Arielle Chambers! She explains what made her study at Oxford University and how she created and organically grew HighlightHER, Bleacher Report’s all-women platform, from 0 to 86k followers. Arielle speaks about the moral values that women’s basketball instilled in her and sheds light on the Black Lives Matter movement, and what needs to be done in order to have equality in this country.
2020-12-30
28 min
Money Checkup with Anjali Jariwala
Navigating Market Uncertainty In A Crisis [RERUN]
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 is key to weathering storms. He was largely correct. To prepare for the next crisis, listen to his advice: https://fitadvisors.com/episode-34-navigating-the-market-uncertainty-of-covid-19/
2020-12-29
58 min
She Can Ball
Cari Champion | The Mindset of a Champion
Today’s edition of the She Can Ball podcast features a former ESPN host, current host of the Brownprint podcast, and co-host of the show “Cari and Jemele (Won’t) Stick to Sports.” Cari Champion found her love for journalism at age 7 and further developed her passion as she studied English at UCLA. She talks about her crazy journey from being a one man band to becoming a host on ESPN. We also discuss her mission to give a voice to the black women without one. Cari’s relentlessness and passion is empowering, so you do not want to miss this...
2020-12-19
37 min
Money Checkup with Anjali Jariwala
Coping With Stress Through Mindfulness [RERUN]
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 that advice again, it's here! https://fitadvisors.com/episode-37-coping-with-stress-through-mindfulness
2020-12-15
50 min
She Can Ball
Imani McGee-Stafford | No One Is an Island
The 11th episode of the She Can Ball podcast features Imani McGee-Stafford, a center for the Dallas Wings, mental health advocate and aspiring lawyer! Imani sheds light on the topic of sexual assault. As a survivor of sexual victim herself, she knows first hand how traumatizing that experience can be and is working to create change in that area. Imani has postponed her WNBA career to become a research lawyer to help represent black women in law, push polices to help make mental health resources more accessible, and strengthen laws regarding sexual violence. She also speaks about her remarkable journey...
2020-12-09
21 min
Money Checkup with Anjali Jariwala
Year-End Wrap-Up 2020
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.
2020-12-01
31 min
She Can Ball
Monique Billings | Being Grounded in the Present Moment
This episode features forward for the Atlanta Dream: Monique Billings! We discuss her collegiate career at UCLA along with her experiences playing professional basketball overseas and the WNBA. She also exposes her secret to rebounding! Finally, Monique explains how to perfect your pregame routine and the importance of WNBA visibility as a form of encouragement to young girls and boys to achieve their dreams.
2020-11-24
25 min
Money Checkup with Anjali Jariwala
Physician Leadership with Brent Lacey, M.D.
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 demonstrated how important it is for physicians to understand the inner workings of their hospitals or practices and to advocate for the changes they wish to see — and if the culture is too entrenched for those changes to occur, he encourages physicians to move on.
2020-11-17
40 min
She Can Ball
Coach Hernando Planells | Channelling Positivity Both On and Off the Court
Today's episode of the She Can Ball podcast features Hernando Planells! He talks about his experiences coaching at the NBA-G league and with Duke Women’s Basketball. Coach Planells sheds light on lessons that are applicable both on and off the court. He also reveals the advantages of coaching at the NAIA level, an under discussed level of collegiate basketball. Coach Planells’ energetic personality makes this a podcast episode you do not want to miss!
2020-11-11
20 min
Pallavi Group of Schools
A story on ' Cows and Lion ' by Ronak Jariwala of 7B, Pallavi Model Shool , Bowenpally Campus
A story on ' Cows and Lion ' by Ronak Jariwala of 7B, Pallavi Model Shool , Bowenpally Campus
2020-11-06
01 min
OnBase: Smashing Sales and Marketing Misalignments
Ep. 96 | The secret ingredients of success in marketing. -Ft. Anish Jariwala, Anaplan
In this episode, Anish Jariwala talks about the secret ingredients of success in marketing, especially in critical times such as 2020, as well as the transition from traditional marketing to ABM and his three C’s for improving marketing efforts. He details a few ways you can figure out the right accounts for your company and gauge interest in those accounts, what trends and changes he’s observing in the marketing industry, and he shares his candid thoughts on MQLs and SQLs. Contacts Anish Jariwala | Follow us on LinkedIn
2020-11-03
20 min
Money Checkup with Anjali Jariwala
Growing Your Real Estate Investing Business with Semi-Retired MD
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 never give up and say ‘this is impossible.’ There’s always a possible solution — you’ve just got to figure it out and try to hit it from as many ways as you can and be very, very persistent," Leti says. Since their last ap...
2020-11-03
43 min
She Can Ball
Val Whiting | From Stanford Star to TikTok Influencer
Today’s episode of the She Can Ball podcast features former WNBA player and Stanford All- American: Coach Val Whiting. She shares her journey from being the last seat on the bench to playing college basketball at Stanford University. She also opens up about struggling with depression during her WNBA career. We talk about her rise to fame on TikTok being the official hype women for female athletes and how female athletes can gain confidence! Check out her website at: https://www.iamcoachval.com/
2020-10-31
19 min
Money Checkup with Anjali Jariwala
Money, Entrepreneurship and Marriage with Farnoosh Torabi
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 a wife and mom to two kids. She and her family live in New Jersey. https://fitadvisors.com/farnoosh-torabi-personal-finance-female-breadwinners
2020-10-20
41 min
Money Checkup with Anjali Jariwala
Finding the Right CPA for Your Business with Geraldine Carter
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 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...
2020-10-06
43 min
She Can Ball
Raychel Shannon | Gaining an Edge Over Your Competitors
Raychel Shannon joins the She Can Ball podcast to inform athletes about how they can use nutrition and recovery in sports to maximize the efficiency of their workouts. We cover what athletes should be doing pre-workout, post-workout, and on rest days. She also discusses her journey, from playing D2 college basketball to playing professional overseas. Check out her website here https://www.raysthebarrecovery.com/
2020-10-04
37 min
Money Checkup with Anjali Jariwala
Planning for a Career in Tech with Chloé A. Moore, CFP®
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 workers prepare for those incredible possibilities while protecting themselves and their financial security. https://fitadvisors.com/money-checkup-tech-compensation-chloe-moore
2020-09-22
36 min
She Can Ball
Brooke McCarty- Williams | It’s Okay to Take a Break
This edition of the She Can Ball podcast features a professional women’s basketball player: Brooke McCarty- Williams. She describes her experiences playing at the collegiate level for UT Austin and in the WNBA with the Dallas Wings. Brooke covers her secret to confidence, finding a balance between competition and rest, and overcoming setbacks.
2020-09-10
26 min
Money Checkup with Anjali Jariwala
Charting Your Unique Financial Path with Lauryn Williams, CFP®
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 could afford — and how she now tries to provide frank, accessible advice to her clients as the founder of her own financial planning firm, Worth Winning. https://fitadvisors.com/lauryn-williams-worth-winning-unique-financial-path
2020-09-08
41 min
Money Checkup with Anjali Jariwala
Investing in Multifamily Real Estate
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 much as the property itself. A good team can make a good deal into a great deal, she says; the opposite is less likely. https://fitadvisors.com/veena-jetti-multifamily-real-estate
2020-08-25
42 min
Money Checkup with Anjali Jariwala
Student Loans During and After the Pandemic
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 their futures. https://fitadvisors.com/travis-hornsby-student-loans-pandemic-policy-change/
2020-08-11
40 min
She Can Ball
Danae Marquez | Adapting to Change
This episode features a D1 athlete of the San José State University women’s basketball team, Danae Marquez. She was destined for greatness from high school. There, she led her team to their first CIF Open Divison Championship. Today we discuss her physical and mental transition from high school to college, being an undersized guard, and the future of women’s basketball. Check out the She Can Ball Instagram page here! : https://www.instagram.com/she.can.ball/
2020-08-07
22 min
Money Checkup with Anjali Jariwala
Buying Property During the COVID-19 Pandemic
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-pandemic
2020-07-28
28 min
She Can Ball
Natalie Chou | Defying Stereotypes
The fourth episode of the She Can Ball podcast features Natalie Chou from the UCLA women’s basketball team. This McDonald All-American succeeded amidst all odds, helping the U.S. FIBA Women’s Basketball Under-17 Team win a world championship in 2014. From an early age, Natalie developed a love for basketball. In this episode, we talk about role models, her Asian American identity, and adapting to change. Her Instagram is https://www.instagram.com/natalie_chou_/
2020-07-19
21 min
Money Checkup with Anjali Jariwala
Creating a Mission-Driven Business
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-business
2020-07-14
42 min
She Can Ball
Coach Kori Peloeé | The Five Pillars of Performance
Today’s edition of the She Can Ball podcast features Coach Kori Peloeé. She is the strength and conditioning coordinator at William Jessup University. During our conversation, Coach Peloeé dives into aspects of performance such as nutrition, stretching, and recovery. She believes that these factors are overlooked by many young athletes. Her story and advice are priceless, so you do not want to miss this episode! You can check out her Instagram at https://www.instagram.com/coachpolee/
2020-07-05
33 min
Money Checkup with Anjali Jariwala
Choosing the Right Real Estate Agent
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-agent
2020-06-30
38 min
She Can Ball
Coach Patty Medina | The Importance of Mental Health in Basketball
Coach Patty Medina is the founder of the non-profit, Hooper Mentality, a charitable organization that provides mental training, life skills coaching, and leadership workshops during basketball camps and clinics around the world. She is a two-time NCCAA West Region Coach of the Year and has been coaching basketball at all levels for 16 years. Despite all these accomplishments, Coach Patty came from humble beginnings. She talks about her journey from not knowing a word of English to becoming a strong leader in women's basketball. Check out her Instagram at https://www.instagram.com/coach.patty/
2020-06-26
52 min
Money Checkup with Anjali Jariwala
Planning for Military Benefits
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 focus to military members.
2020-06-16
49 min
Where Accountants Go - The Accounting Careers Podcast
178: Anjali Jariwala from Fit Advisors and the Money Checkup Podcast
The 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...
2020-06-09
41 min
She Can Ball
Assistant Basketball Coach at Willam Jessup: Tet Amen-Ra
This episode features Coach Tet, the Assistant Coach of Women’s Basketball at William Jessup University. He shares insight about his journey from being surrounded by strong women as a child to becoming a women's basketball coach at the collegiate level. We can all learn from his persistence, authenticity, and passion for the game! Check out his Instagram here: https://www.instagram.com/coachtet/.
2020-06-04
41 min
Money Checkup with Anjali Jariwala
Running a Business From Home With Kids
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-kids
2020-06-02
50 min
Money Checkup with Anjali Jariwala
Launching a Practice with a Partner
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-partner
2020-05-19
56 min
She Can Ball
She Can Ball (Trailer)
2020-05-14
00 min
Money Checkup with Anjali Jariwala
Coping With Stress Through Mindfulness
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
2020-05-05
50 min
Money Checkup with Anjali Jariwala
A High School Teacher’s Approach to Navigating COVID-19
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
2020-04-21
27 min
Money Checkup with Anjali Jariwala
Planning in Times of Uncertainty
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, specific steps you can take to weather this storm. Read more: https://fitadvisors.com/episode-35-planning-in-times-of-uncertainty
2020-04-07
38 min
Money Checkup with Anjali Jariwala
FULL EPISODE | Navigating the Market Uncertainty of COVID-19
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 the past. The next weeks and months are likely going to be rocky, but that doesn’t mean you should pull your investments out of the markets — that’s a risky gamble that, historically, has not paid off. AB...
2020-03-24
58 min
Money Checkup with Anjali Jariwala
Navigating the Market Uncertainty of COVID-19
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 out of the markets — that’s a risky gamble that, historically, has not paid off. ABOUT THE GUEST: Trace Tisler, CFP® is a financial advisor based in Hudson, Ohio, who primarily works with mid-career professionals and clie...
2020-03-24
58 min
Money Checkup with Anjali Jariwala
Estate and Succession Planning
Puneet Cham joins Money Checkup to talk about the nuts and bolts of making your estate plan: Power of attorney for healthcare, power of attorney for property, guardianship for minor children, revocable trusts, a succession plan for your business, and more. Even if you feel like you won’t need your estate plan for many years, putting one in place will ensure that your family and your asset are protected. Puneet Cham is a partner at Latimer LeVay Fyock who focuses on holistic estate planning and business succession planning. Read more on www.fitadvisors.com. ...
2020-03-10
1h 02
Money Checkup with Anjali Jariwala
Planning for Marriage, From Weddings to College Funds
Kaya Ladejobi is the founder of Earn Into Wealth, a financial planning firm that serves high-earning women and dual-career couples. Kaya holds an MBA in entrepreneurship and is a Certified Financial Planner™. She works virtually with clients in their 30s and 40s as they navigate student debt, weddings and honeymoons, having children and planning for family obligations. EPISODE HIGHLIGHTS Weddings are often the first big expenses couples assume together. Kaya encourages her clients to understand what’s on the horizon. If couples plan to have kids or purchase a home right away, they may need...
2020-02-25
53 min
Money Checkup with Anjali Jariwala
Short-Term Rentals and Life Beyond Medicine with David Draghinas of Doctors Unbound
David 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.
2020-02-11
40 min
Money Checkup with Anjali Jariwala
Value-Based Financial Planning with Scott Frank, CFA, CFP
When it comes to financial planning, the default is to think that you’re just dealing with dollars and cents. In reality, it’s so much more than that. financial planning is about figuring out what you value in life, too. In today’s episode, my guest, Scott Frank, CFA, CFP, of Stone Steps Financial talks about how to connect what you’re doing with your money to what you’re doing with your life. And as financial planners, what we can do to help! Read more about Scott here: https://fitadvisors.com/episode-30-values-based-financial-life-planning
2020-01-28
44 min
Money Checkup with Anjali Jariwala
Financial Tips for the New Year
Anjali Jariwala, CPA, CFP® is the founder of FIT Advisors. She works with physicians and business owners to build stable financial futures and use their money in ways that support their values. “Give yourself a year-end checkup just to make sure that you’re set for not only this year, but set up appropriately for 2020.” KEY RESOURCES REFERENCED IN THIS EPISODE For more about P&C insurance, try Money Checkup Episode 20. For more on retirement plans for small business owners, try Episode 13. For more on life insurance, try Episode 16. To learn more about college savings options, read thi...
2020-01-14
27 min
Money Checkup with Anjali Jariwala
Tax Planning for 1099/Independent Contractors [Ep. 4 Rehash]
In this episode, we will look at the benefits of being an independent contractor and some of the tax challenges you might also run into. As an added bonus I’ll take a deep dive into the Qualified Business Income deduction (“QBI”) that came out last year with the new tax changes. We will go over the good, bad and what you can do to optimize the QBI for your taxes this year. Oh look! We've written a companion blog that can be found here: https://fitadvisors.com/tax-and-retirement-planning-for-independent-contractors/
2019-12-31
25 min
Money Checkup with Anjali Jariwala
Life, Balance, and Becoming Wealthy Mom MD
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 stepmother. She works as a physician on a locum tenens basis. With Wealthy Mom MD, Bonnie writes about how women physicians can manage money in addition to addressing childcare, elder care, divorce, and other unique concerns faced by...
2019-12-17
45 min
Money Checkup with Anjali Jariwala
Give Yourself A Year-End Financial Checkup
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 more about how to give yourself a year-end financial checkup here.
2019-12-03
38 min
Money Checkup with Anjali Jariwala
Cashflowing Rentals, REPS, and Financial Freedom with Semi-Retired MD
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 at Semi-Retired MD. Leti continues to work half-time as a family medicine physician and Kenji moonlights as an internal medicine physician. They live in Seattle. KEY RESOURCES REFERENCED IN THIS EPISODE FB Group for: Physicians and their sp...
2019-11-19
54 min
Money Checkup with Anjali Jariwala
Understanding Physician Burnout with Nisha Mehta, MD
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, physician entrepreneurship and more. EPISODE HIGHLIGHTS Fewer and fewer physicians say they would recommend a career in medicine to their children because the profession is so demanding. Dr. Mehta thinks most people in medical careers are beginning to realize the seriousness of burnout, including administrators and...
2019-11-05
51 min
Money Checkup with Anjali Jariwala
How Business Owners Can Build Balanced Lives
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 Twitter at @SophiaBera. But first! Be sure to read the companion blog here: https://fitadvisors.com/how-business-owners-can-build-balanced-lives
2019-10-22
48 min
Money Checkup with Anjali Jariwala
Launching New Medical Practices with Debra Phairas
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 management consultant. With her technical expertise on how you can open your own, you're bound to sooner than later. Want more? Find the blog on the FIT Advisors website!
2019-10-08
59 min
Money Checkup with Anjali Jariwala
The Reality of Malpractice Insurance with Jason Shah, MD
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, physicians need to be insured for the potential of a malpractice suit. Check out the show with Jason as he walks us through the basics and nuances when pursuing this type of insurance. Jason S...
2019-09-24
37 min
Money Checkup with Anjali Jariwala
Protect Yourself With Property and Casual Insurance with Meaghan Dowd
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. Meaghan Dowd, Personal Risk Advisor, joins me to delve into the importance of insurance and the different coverages you should be sure to have.
2019-09-10
53 min
Money Checkup with Anjali Jariwala
Contract Review and Buying into a Medical Group with Kristen Prinz
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. Becoming a partner in a practice is an exciting time, but you need to be careful before signing the partnership agreement and putting in hundreds of thousands of dollars. Join in as K...
2019-08-27
47 min
Money Checkup with Anjali Jariwala
How to Give Yourself a Mid-Year Money Checkup
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 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...
2019-08-13
36 min
Money Checkup with Anjali Jariwala
Protecting Your Future Through Asset Protection with Ike Devji
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 into why asset protection is critical along with ensuring you are appropriately covered. Ike Devji is an attorney whose practice has focused on asset protection, wealth preservation, and risk management for mo...
2019-07-30
1h 06
Making Work Better: Employment Law & Workplace Challenges
CFP Anjali Jariwala shares advice for business owners
In this episode of “Tales from Around the Water Cooler,” Anjali Jariwala, CPA and CFP®, founder of FIT Advisors—a financial planning firm serving physicians and business owners virtually across the U.S.—takes us through the factors that influenced her decision to launch her own business. Anjali explores the challenges she experiences as a business owner and provides us with tips on how she maintains a high level of service while creating the work culture that best fits her firm. If you are a current or new business owner, this is the episode for you. Anjali Jariwala...
2019-07-22
47 min
Money Checkup with Anjali Jariwala
Life Insurance with Mark Maurer
Life insurance is such a crucial piece of a financial plan for your life, but it’s not always something that people understand or prioritize. What type of policy do you need? Do you have adequate coverage? Should your spouse have life insurance? In today’s Money Checkup, Mark Maurer gives us some helpful pieces of advice to answer these questions, and others, as we chat about why life insurance is an important component of one’s financial life. We go through term life policies versus permanent policies, how much insurance you should have and even talk about how much i...
2019-07-16
51 min
Money Checkup with Anjali Jariwala
The Ins and Outs of Real Estate Private Equity Investments with Rachele Voigt
Have you ever wondered what is private equity and how to invest in real estate private equity deals? Or what are some of the requirements you need to have to even partake in this type of investment?. In today’s Money Checkup, I’ve invited Rachele Voigt on the show to provide her expertise and insight if you are exploring this asset class to diversify your portfolio. She goes over some of the common terms for you to understand and some things to watch out for when you are doing your due diligence. Rachele is a Senior Assoc...
2019-07-02
44 min
Money Checkup with Anjali Jariwala
What You Should Know About Student Loan Planning with Travis Hornsby
The world of student loans can be daunting, and one that is challenging to navigate. Should you continue with Federal loans? Should you refinance to private loans? What are the benefits and dangers to both? In today’s Money Checkup, Travis Hornsby joins me on the show to give some insight into how you can navigate some of these questions and more to figure out what is best for your situation and your student loans. Travis Hornsby founded Student Loan Planner after helping his physician wife navigate ridiculously complex student loan repayment decisions. To date, he’s cons...
2019-06-18
45 min
Money Checkup with Anjali Jariwala
Retirement Plans for Small Businesses with Neil Shore
If 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...
2019-06-04
1h 00
Work Your Wealth Podcast
Finding the Right Financial Planner for You with Anjali Jariwala
This 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...
2019-06-03
45 min
Money Checkup with Anjali Jariwala
Why You Should Hire a Financial Planner with Mary Beth Storjohann
Many times people see just the dollars and cents side of money, but there is so much more behind each person’s money script. You have certain beliefs and ideas about your money for a variety of different reasons. In today’s Money Checkup, I chat with fellow Certified Financial Planner®, Mary Beth Storjohann on some of the questions we see quite often when it comes to money and hiring a financial planner to navigate money issues. We dive into what to look for in a CFP®, questions you should be asking your potential financial planner and more! Tune in and...
2019-05-21
44 min
Money Checkup with Anjali Jariwala
What You Should Know About Disability Insurance with Stephanie Pearson
One of the items that is often overlooked and the least understood in the insurance world is disability insurance. How much coverage should you have? What does the term “any occupation” mean and should that be in your policy? In today’s Money Checkup, I’ve invited Stephanie Pearson, MD to join me on the show to discuss these questions and many others specifically as it relates to physicians and the disability insurance they should have in place. Stephanie has been through her own traumatic injury so knows first hand the specifics to look out for when it comes to disab...
2019-05-07
56 min
Money Checkup with Anjali Jariwala
Creating Streams of Passive Income Through Real Estate Investing with Peter Kim (Passive Income MD)
Passive income, especially in recent years, has become a popular way to growth wealth. One platform you can use to benefit from passive income is real estate. In today’s Money Checkup, I’ve invited Peter Kim to join me on the show. Peter has taken this idea of passive income through real estate investing, not only to grow his own wealth, but to educate other physicians on how to do it as well. Join us on today’s episode to hear how he’s gotten to where he is today and the information, tips and tricks he passes on to ot...
2019-04-23
48 min
Money Checkup with Anjali Jariwala
Part 2 Buying a Home - How Much Home Can You Afford?
Buying a home can seem like an impossible task, especially when you start to learn about all of the other costs to consider that might not even relate directly to the home purchase. In today’s Money Checkup you’ll hear Part 2 of Christina Razzi’s episode where I will dive further into some of the costs to think about and consider when you are determining the amount of home you can afford. There are rules of thumb that most lenders tend to follow, but there are also other indirect costs and future costs you need to also be thinki...
2019-04-09
24 min
Money Checkup with Anjali Jariwala
Part 1 Buying a Home - What to Know About Mortgages with Christina Razzi
One of the biggest purchases many of us will make in our lifetime is a home and for some people that might happen more than just once. What usually comes with the purchase of a home is also a mortgage, which means a lot of paperwork and a lot of complicated numbers and so what does it all mean? In today’s Money Checkup, I talk with Christina Razzi (NMLS 162739) about what lenders are looking for, what things to watch out for when working with a lender and some of the unique features physicians can take advantage of when lo...
2019-03-26
51 min
Money Checkup with Anjali Jariwala
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 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...
2019-03-12
39 min
Money Checkup with Anjali Jariwala
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, how the tax brackets have shifted, the changes to standardized and itemized deductions and more. And if you have a question about the changes made and we don’t cover it today, please feel free to reach out to me and I’d be happy to get...
2019-02-26
16 min
Money Checkup with Anjali Jariwala
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 considerations you should be aware of before investing? And what’s a §1031 exchange? In today’s Money Checkup, Christina Woo and I answer these questions about real estate investing and more to see if this is the right investing path for you. We will talk about the metrics to know and understand when vetting an investment property. We will...
2019-02-26
52 min
Money Checkup with Anjali Jariwala
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 we will dig into what those differences are. We will look at the benefits of being an independent contractor and some of the tax challenges you might also run into. As an added bonus I’ll take a deep dive into the Qualified Business Income deduction (“QBI”) that came out last year wit...
2019-02-12
24 min
Money Checkup with Anjali Jariwala
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 “money script” we’ve developed to the culture we were raised in, each aspect can impact your money decisions. Shanta Kanukollu, Ph.D is a Licensed Clinical Psychologist in downtown Chicago. She enjoys working with individuals from various cultural backgrounds. Her professional interests include working with clients who struggle with issues related...
2019-02-12
35 min
Money Checkup with Anjali Jariwala
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 some tools and tips you can use for your next money checkup. As a Regional Director with Dimensional Fund Advisors, Kelly Klingaman works with advisors from across the US on investment, messaging, and business strategy issues in order to sustain, improve, and grow their practice. She graduated from the University of Texas at...
2019-02-12
44 min
Money Checkup with Anjali Jariwala
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 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...
2019-02-05
08 min
Financial Advisor Success
Ep 079: Niching From The Start To Turbo-Charge $250k Of Recurring Planning Fees In Only 3 Years with Anjali Jariwala
My guest today has built her practice to more than $250,000/year of recurring financial planning fees in just her first three years—and she did it while also starting a family. The founder of FIT Advisors, Anjali Jariwala provides financial investment and tax planning advice for young physicians and small business owners in their thirties for an annual retainer fee that starts at $10,000/year. Working entirely virtually with clients, her firm has achieved impressive growth, due in major part to focusing in on a niche from the start, which allowed the firm to pursue unique marketing channels that most ot...
2018-07-03
1h 53
Doctor Money Matters
Episode 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.
2017-03-30
33 min
Got Invention Radio w/ Host Brian Fried
Walmart's Get On The Shelf Contest with Ravi Jariwala
Host Brian Fried of Got Invention Radio interviewed Walmart's Media Relations Spokesperson Ravi Jariwala, to discuss the Get On The Shelf contest currently running(closed for submissions, open for voting) for inventors and small businesses with a product ready for production and competing for a shot at getting their products in Walmart. Approx. 15 minute interview from 8/23/13
2013-08-23
14 min