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
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
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
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
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
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/
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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
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
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_outlineLess 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 dollars start moving in the direction of these diverse firms. We haven’t seen a sea change there yet, and we’ll only be satisfied when that happens.”
Moving investment dollars is challenging and will likely be a slow process. Rob hopes his team’s list is just the first step.