Biden's Proposed Tax Changes and a Summer Hiatus
Money Checkup with Anjali Jariwala
Release Date: 05/25/2021
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_outlineJoe Biden ran on a number of proposed tax law changes during the 2020 campaign. Several of these proposals temporarily took effect as part of the American Rescue Plan, and several others have been introduced in Congress. Note that, historically, major tax reforms seem to pass towards the end of the year, with changes applying to the following year. In this episode, I’ll summarize some of the proposed changes.
Also, Money Checkup will be taking a hiatus after this episode. This summer I’m focusing on renovating our home and working on a lifelong dream of mine: Publishing a children’s book. I’ll be blogging about our renovation all summer, so if you’re interested in following along, sign up for my newsletter here.