50 episodes

What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the areas your money touches - taxes, real estate, long-term savings, entrepreneurship, and much more. Get to know Anjali and the hands-on approach she takes to improving your financial health.

Money Checkup with Anjali Jariwala Anjali Jariwala

    • Investing
    • 4.9 • 32 Ratings

What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the areas your money touches - taxes, real estate, long-term savings, entrepreneurship, and much more. Get to know Anjali and the hands-on approach she takes to improving your financial health.

    Money, Entrepreneurship, and Marriage with Farnoosh Torabi

    Money, Entrepreneurship, and Marriage with Farnoosh Torabi

    A business owner, financial journalist, TV and podcast host, mom and more, Farnoosh Torabi truly does it all. https://fitadvisors.com/farnoosh-torabi-personal-finance-female-breadwinners

    • 41 min
    Finding the Right CPA for Your Business with Geraldine Carter

    Finding the Right CPA for Your Business with Geraldine Carter

    CPAs are starting to offer services that go well beyond compliance. Seek a CPA who has niche expertise and a variety of skills. https://fitadvisors.com/geraldine-carter-cpa-niche-business-owners-cfo

    • 43 min
    Planning for a Career in Tech with Chloé A. Moore, CFP®

    Planning for a Career in Tech with Chloé A. Moore, CFP®

    Tech workers often receive stock as compensation. Chloé Moore joins Money Checkup to talk about how to navigate it. https://fitadvisors.com/money-checkup-tech-compensation-chloe-moore

    • 36 min
    Charting Your Unique Financial Path with Lauryn Williams, CFP®

    Charting Your Unique Financial Path with Lauryn Williams, CFP®

    Lauryn Williams won Olympic medals as a sprinter and bobsledder. Now she helps young professionals and athletes build strong financial foundations. https://fitadvisors.com/lauryn-williams-worth-winning-unique-financial-path

    • 41 min
    Investing in Multifamily Real Estate

    Investing in Multifamily Real Estate

    Are you considering passive real estate investing? Veena Jetti joins Money Checkup to discuss multifamily properties and the process of considering a deal. https://fitadvisors.com/veena-jetti-multifamily-real-estate

    • 42 min
    Student Loans During and After the Pandemic

    Student Loans During and After the Pandemic

    At the beginning of the COVID-19 pandemic, the CARES Act paused interest on federal student loans. Legislators have been discussing additional student loan relief as they work on additional stimulus legislation. Travis Hornsby, founder of Student Loan Planner, says it’s important for borrowers to keep an eye on these changes so they can plan for their futures. https://fitadvisors.com/travis-hornsby-student-loans-pandemic-policy-change/

    • 40 min

Customer Reviews

4.9 out of 5
32 Ratings

32 Ratings

GeraldineDcarter ,

Talking money in human terms

Only a few episodes into the back catalog and already loving this podcast. Helps me see a new perspective on different ways to think about money and how to handle it better so that it serves me in my business and life rather than the other way around. Keep up the great podcasting!

sssfz ,

Practical advice amidst all the noise

It’s dizzying trying to figure out who to listen to when it comes to finance. This is sound practical advice with context and explanations that
are easy to follow.

Mj37547 ,

Amazing podcast by someone who knows her stuff!

Anjali brings a unique perspective to financial planning. I love hoe she is a strong female who knows her stuff! I like how she has a strong background in tax and finance as well. Really great podcast. Listen...now!

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