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Financial Literacy for Kids with Mac Gardner, CFP®

Money Checkup with Anjali Jariwala

Release Date: 02/23/2021

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

info_outline 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

info_outline 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

info_outline 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...

info_outline 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

info_outline 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

info_outline 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/

info_outline 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

info_outline 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

info_outline 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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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 building blocks of financial literacy.”

Mac also runs a company, FinLit Tech, that focuses on building bridges between financial literacy and financial technology. He lives in Tampa with his family.