Money Checkup with Anjali Jariwala
66 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 35 ratingsWhat’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.
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Episodes
Life Insurance with Mark Maurer
July 16, 2019 07:30 - 51 minutes - 46 MBLife 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 permane...
The Ins and Outs of Real Estate Private Equity Investments with Rachele Voigt
July 02, 2019 07:30 - 44 minutes - 51 MBHave 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 dili...
What You Should Know About Student Loan Planning with Travis Hornsby
June 18, 2019 07:30 - 45 minutes - 42.1 MBThe 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 wif...
Retirement Plans for Small Businesses with Neil Shore
June 04, 2019 07:30 - 1 hour - 55.8 MBIf 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 ...
Why You Should Hire a Financial Planner with Mary Beth Storjohann
May 21, 2019 07:30 - 44 minutes - 41.2 MBMany 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 b...
What You Should Know About Disability Insurance with Stephanie Pearson
May 07, 2019 07:30 - 56 minutes - 51.7 MBOne 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 i...
Creating Streams of Passive Income Through Real Estate Investing with Peter Kim (Passive Income MD)
April 23, 2019 07:30 - 48 minutes - 44.4 MBPassive 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 a...
Part 2 Buying a Home - How Much Home Can You Afford?
April 09, 2019 07:30 - 24 minutes - 22.8 MBBuying 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 f...
Part 1 Buying a Home - What to Know About Mortgages with Christina Razzi
March 26, 2019 07:30 - 51 minutes - 47.7 MBOne 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 physicia...
Physicians and Money with Tarang Patel (Dr. Money Matters)
March 12, 2019 07:30 - 39 minutes - 36.7 MBIt 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 phys...
2018 Tax Return Changes Explained
February 26, 2019 08:35 - 16 minutes - 15 MBThere 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 you the...
Real Estate Investing with Christina Woo
February 26, 2019 08:30 - 52 minutes - 48.4 MBReal 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 ab...
Tax Planning for 1099:Independent Contractors
February 12, 2019 08:45 - 24 minutes - 22.4 MBTaxes 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 deduct...
The Psychology of Money with Shanta Kanukollu
February 12, 2019 08:40 - 35 minutes - 32.2 MBWhether 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 bac...
Getting Back to the Investment Basics with Kelly Klingaman
February 12, 2019 08:35 - 44 minutes - 41.2 MBSometimes 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,...
What to Expect From Money Checkup
February 05, 2019 22:54 - 8 minutes - 8.29 MBIt’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 y...