Finding the Right CPA for Your Business with Geraldine Carter
Money Checkup with Anjali Jariwala
Release Date: 10/06/2020
Biden's Proposed Tax Changes and a Summer Hiatus
Money Checkup with Anjali Jariwala
Money Checkup will be taking a hiatus after this episode and will return in the fall. https://fitadvisors.com/biden-proposed-tax-changes
info_outline
Developing and Teaching Financial Literacy with Jedidiah Collins
Money Checkup with Anjali Jariwala
Jedidiah Collins was an NFL fullback, then a wealth manager. Now, he’s teaching teens and young adults about basic personal finance. https://fitadvisors.com/financial-literacy-jedidiah-collins
info_outline
Contract Review for Physicians with Poonam Lakhani
Money Checkup with Anjali Jariwala
Physician contracts can be very complex, and often physicians turn to attorneys for help reviewing them during the negotiation process. https://fitadvisors.com/contract-review-for-physicians-with-poonam-lakhani
info_outline
Designing Your Wealth with Dasarte Yarnway
Money Checkup with Anjali Jariwala
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 aspects of their financial life. Then, he helps clients use their wealth to invest in themselves, their families, and their communities. “How do you create that better life when no one’s telling you what the rules are to this system?… If...
info_outline
Managing Your Business Cash Flow with Tracey Bissett
Money Checkup with Anjali Jariwala
Tracey Bissett, who coaches entrepreneurs as they navigate their business finances, encourages knowing your numbers and paying yourself fairly. https://fitadvisors.com/managing-your-business-cash-flow-with-tracey-bissett
info_outline
How to Read a Loan Estimate with Christina Razzi
Money Checkup with Anjali Jariwala
Christina Razzi (NMLS# 162739) walks listeners through a loan estimate, line by line, to explain what each number refers to. https://fitadvisors.com/how-to-read-a-loan-estimate-christina-razzi
info_outline![How to Maximize Your Tax Savings in 2021 [BONUS] show art](https://assets.libsyn.com/content/97858811?height=50&width=50)
How to Maximize Your Tax Savings in 2021 [BONUS]
Money Checkup with Anjali Jariwala
Please enjoy this special bonus episode, which features my recent appearance on The Scope of Practice. For more details, visit: https://www.thescopeofpractice.com/podcast-episode-40-how-to-maximize-your-tax-savings-in-2021-anjali-jariwala-ceo-of-fit-advisors/
info_outline
Financial Literacy for Kids with Mac Gardner, CFP®
Money Checkup with Anjali Jariwala
Mac Gardner wrote “The Four Money Bears” to teach kids the basic functions of money: Spending, saving, investing, and giving. https://fitadvisors.com/financial-literacy-kids-mac-gardner
info_outline
Developing Healthy Habits that Last with Katrina Ubell, MD
Money Checkup with Anjali Jariwala
Katrina Ubell, MD helps physicians make lasting lifestyle changes to lose weight and stay healthy by focusing on their thoughts and feelings. https://fitadvisors.com/weight-loss-katrina-ubell
info_outline
Diversity in Investing with Rob Rahbari
Money Checkup with Anjali Jariwala
Less than 2% of global AUM is managed by women and people of color. Rob Rahbari wants that to change. https://fitadvisors.com/diversity-investing-rob-rahbari
info_outlineGeraldine 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 owners need to understand their financials, but there’s no substitute for expertise.
https://fitadvisors.com/geraldine-carter-cpa-niche-business-owners-cfo