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EP193 Financial Fitness for Business Owners with Anjali Jariwala of FIT Advisors

Young Money with Tracey Bissett

Release Date: 05/11/2021

EP216 How to Deal with Debt Overload with Linda Stern, Crowe Soberman show art EP216 How to Deal with Debt Overload with Linda Stern, Crowe Soberman

Young Money with Tracey Bissett

Linda Stern is a Senior Manager and Licensed Insolvency Trustee at Crowe Soberman Inc. With over twenty-five years of experience working in Canada, primarily in consumer insolvency matters consulting with individuals overwhelmed with debt, Linda helps people find solutions that work best for their financial and personal situations. In this episode, she joins the show to share her advice on what to do if you find yourself in debt, as well as how not to get overloaded with debt as you move forward in life. Listen in as Linda explains the importance of patience within her profession and why it...

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EP215 Detecting Deception and Understanding Body Language with Lena Sisco show art EP215 Detecting Deception and Understanding Body Language with Lena Sisco

Young Money with Tracey Bissett

Lena Sisco is a former Department of Defense (DoD) certified Military Interrogator and Naval Intelligence Officer who served in the Global War on Terror. In 2013, Lena started her own company called The Congruency Group to offer specialized consulting and training services. Today Lena joins the show to discuss body language and the power of being able to detect deception, as well as some helpful tips for us to use in our personal and professional lives. Listen in as Lena shares several examples of how to build trust with someone in order to get the truth. You will learn how to set the tone of...

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EP214 Backpack to Briefcase with Stephanie Koonar show art EP214 Backpack to Briefcase with Stephanie Koonar

Young Money with Tracey Bissett

Stephanie Koonar is a marketing professional, academic, career coach, and workshop facilitator. Stephanie offers “Meaningful Career” private coaching and online courses supporting young people and those in mid-career transitions. Today she joins the show to discuss the importance of finding your reason for living—or ikigai—in order to live a more purpose-driven and fulfilled life. Listen in as she shares her advice for building practical skills, as well as growing your network so you can broaden your knowledge. You will learn the benefit of learning about other cultures, why it is...

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EP213 Journey to Investing and Entrepreneurship with Anjali Pradhan, Dahlia Wealth show art EP213 Journey to Investing and Entrepreneurship with Anjali Pradhan, Dahlia Wealth

Young Money with Tracey Bissett

Anjali Pradhan, CFA, is an investment coach to women through her business . She teaches women to invest their money so that they can grow their wealth and live a life filled with opportunity, and her services are offered through a unique online program called “Investing for Boss Ladies.” In this episode, Anjali will be joining the show to share her expertise on investments and explain how you can start getting involved in investing today. Listen in as she describes how to get diversification in your money and why you should always start investing at an early age rather than waiting....

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EP212 Milli Moves: Purchasing Pro Tips show art EP212 Milli Moves: Purchasing Pro Tips

Young Money with Tracey Bissett

Deciding on a purchase can be harder than it seems. As a society, we are bombarded with choices and advertisements are everywhere fighting for our attention. People go about the buying process in many different ways, from researching everything to making a split-second decision on what to spend their hard-earned dollars on. So, in this episode, I am going to walk you through my purchasing pro tips to give you confidence the next time you are thinking about making a purchase. Listen in as I share the importance of contemplating whether you actually need an item before you spend money on it and...

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EP211 Milli Moves: How to Maximize your Employee Benefits show art EP211 Milli Moves: How to Maximize your Employee Benefits

Young Money with Tracey Bissett

Today I’m going to be sharing how to maximize your employee benefits package. You’ve heard me talk about the importance of reading through legal agreements before, and the same is true when it comes to this area. Read everything related to your benefits, make notes, ask questions, and ask for a guide. To help you understand the important parts to be looking at, I’m going to break down the benefits into two groups: money for you and money savings for you. Listen in as I explain what an Employee Stock Plan is, as well as why you should always take advantage of employee matching through...

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EP210 Maximize Your Earning Potential using LinkedIn with Sabita Singh show art EP210 Maximize Your Earning Potential using LinkedIn with Sabita Singh

Young Money with Tracey Bissett

Sabita Singh is the President of Trivetta Consulting Inc, which she formed in 2018. After recognizing the power of LinkedIn, Sabita specialized in becoming a strategic LinkedIn coach, trainer and speaker. She is now known for writing all-star LinkedIn profiles for her clients to improve their visibility. Today she joins the show to discuss how to build an ACTIVE presence on LinkedIn to attract new career and business opportunities. Listen in as Sabita shares the importance of staying in contact with your network regardless of how busy you may be with your career. You will learn the...

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EP209 Secrets to Scholarship Success show art EP209 Secrets to Scholarship Success

Young Money with Tracey Bissett

I am passionate about helping young millionaires in the making accomplish their goals by becoming financially fit, and a key part of this equation is education. Unfortunately, paying for school can be stressful, but it is possible for you to reduce the financial burden with scholarships. So why not make use of other people’s money? In today’s episode, I am going to share secrets to scholarship success to make it easier for you to secure scholarships. Listen in as I explain the benefit of taking the time to apply for a scholarship—even if you are not in serious financial need or there are...

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EP208 What Are YOU Doing To Increase Your Financial Fitness? show art EP208 What Are YOU Doing To Increase Your Financial Fitness?

Young Money with Tracey Bissett

We are all in different places in our financial fitness journey. Similar to physical fitness, we could be taking our first step off the couch to walk around the block, or we could be further along and training for a marathon. It is the same when we talk about financial fitness—we could be simply learning about credit cards, or we could be learning to become sophisticated investors. So, in this episode,  I want to go back to basics and talk about financial literacy, specifically what you are doing to advance yours.  Listen in as I explain what financial literacy and financial...

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EP207 Financial Fitness Round Up from Millionaires in the Making show art EP207 Financial Fitness Round Up from Millionaires in the Making

Young Money with Tracey Bissett

We have been fortunate to have so many amazing guests on the show over the years, sharing their stories and knowledge with us. From children as young as seven to young adults making waves in the investment space, these millionaires in the making have so much wisdom to give. So, in this episode, I want to provide you with some of my favorite clips from several of these incredible young folks. Listen in to hear what inspired and motivated these young investors to begin investing, as well as the lessons they have learned throughout their journey. You'll learn about the strategies they use to...

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Business and personal finances are interconnected, but without the guidance of experienced planners, many business owners lose track of where their spending is going and things can become dangerously muddled. Anjali Jariwala, CPA, CFP® and the founder of FIT Advisors, is experienced in helping business owners and physicians navigate their finances as they continue their busy lives. In this episode, she will explain the steps you can take to feel empowered to discover and reach your life goals - all while building a stable financial future. 

Listen in as Anjali shares her advice on finding the best financial advisor for your needs so that you feel comfortable asking any questions you may have and sharing all of your personal information. You will learn why entrepreneurs must be flexible and adaptable, as well as the importance of paying yourself accordingly as a business owner.

You really want to make sure [your financial advisor] is someone you can fully trust because that makes the relationship really productive not only for you, but for the advisor as well.” - Anjali Jariwala

This Week on Young Money:

  • The importance of finding a financial advisor you are comfortable with.
  • Why you should never be afraid to ask questions if you are unsure what your advisor is telling you to do.
  • How to find the right fit in terms of a financial planner.
  • Missteps to avoid with finances as a business owner.
  • Why you do not have to be wealthy to work with a financial planner.

Key takeaways:

  1. Ask questions.
  2. Have a strong work ethic.
  3. Be flexible.
  4. Be adaptable.
  5. Pay yourself accordingly.
  6. Take risks.

Connect with Anjali Jariwala:

Resources Mentioned:

This episode is powered by the Cash Control Bootcamp

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