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Growing Your Real Estate Investing Business with Semi-Retired MD

Money Checkup with Anjali Jariwala

Release Date: 11/03/2020

Biden's Proposed Tax Changes and a Summer Hiatus show art 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

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Developing and Teaching Financial Literacy with Jedidiah Collins show art 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

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Contract Review for Physicians with Poonam Lakhani show art 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

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Designing Your Wealth with Dasarte Yarnway show art 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...

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Managing Your Business Cash Flow with Tracey Bissett show art 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

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How to Read a Loan Estimate with Christina Razzi show art 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

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How to Maximize Your Tax Savings in 2021 [BONUS] show art 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/

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Financial Literacy for Kids with Mac Gardner, CFP® show art 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

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Developing Healthy Habits that Last with Katrina Ubell, MD show art 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

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Diversity in Investing with Rob Rahbari show art 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

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More Episodes

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 appearance on Money Checkup about a year ago, Kenji and Leti have nearly doubled the size of their real estate portfolio and have begun transitioning out of clinical medicine to focus on their businesses.

https://fitadvisors.com/real-estate-investing-semi-retired-md