Lauryn Williams became a professional track and field athlete at age 20. Suddenly, she found herself earning six figures and, despite studying finance in college, she ended up working with two financial planners who took advantage of her inexperience. In this episode, Lauryn speaks candidly about her mistakes — especially buying more house than she could afford — and how she now tries to provide frank, accessible advice to her clients as the founder of her own financial planning firm, Worth Winning.  https://fitadvisors.com/lauryn-williams-worth-winning-unique-financial-path

Money Checkup with Anjali Jariwala

Charting Your Unique Financial Path with Lauryn Williams, CFP®

Veena Jetti is a real estate investor specializing in multifamily properties. At her firm, Vive Funds, she seeks to develop investment opportunities, primarily in Texas and Florida, then to bring investors together to take advantage of those opportunities. She continually reminds potential investors that they’re investing in the sponsorship team as much as the property itself. A good team can make a good deal into a great deal, she says; the opposite is less likely. https://fitadvisors.com/veena-jetti-multifamily-real-estate

Investing in Multifamily Real Estate

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/

Student Loans During and After the Pandemic

Amber Romo is a real estate agent in the Los Angeles area. Despite the COVID-19 pandemic, she and her team are busy with home purchases and sales. https://fitadvisors.com/buying-property-during-the-covid-19-pandemic

Buying Property During the COVID-19 Pandemic

Brian Thompson is a tax attorney and CFP® who works with LGBTQ+ founders of mission-driven businesses to hone their ideas and maximize their impact. https://fitadvisors.com/episode-42-creating-a-mission-driven-business 

Creating a Mission-Driven Business

A real estate agent can be instrumental in buying or selling your home. Chicago’s Suchi Bhagat explains what agents do and how to identify a partner. https://fitadvisors.com/episode-41-choosing-the-right-real-estate-agent

Choosing the Right Real Estate Agent

Wilma Broering, CFP®, is a financial counselor to military service members. She is dedicated to helping service members navigate the day-to-day challenges of military life, take advantage of their benefits, and save for retirement. She retired from a financial planning practice in 2008, where she served the general population, before narrowing her focus to military members.  

Planning for Military Benefits

 Anjali Jariwala and Mary Beth Storjohann are working and parenting full-time from home during the pandemic. They’re both learning to say no more often. Learn how. https://fitadvisors.com/episode-39-running-a-business-from-home-with-kids

Running a Business From Home With Kids

David Lieberman and Sachin Parikh of Palo Alto’s L&P Aesthetics share their tips for a successful partnership in a medical practice. https://fitadvisors.com/episode-38-launching-a-practice-with-a-partner

Launching a Practice with a Partner

The COVID-19 pandemic has upended our lives in many ways, straining our mental and emotional health. I recently had psychologist Amee Dassani on the show to provide insight on how to get through this crisis and manage stress. Join us and listen to the episode now. https://fitadvisors.com/episode-37-coping-with-stress-through-mindfulness

Coping With Stress Through Mindfulness

Kids around the country have been out of school for weeks now and may not return until the fall. Monica Jariwala, a high school teacher, joins us to talk about what teens are experiencing during the COVID-19 pandemic and how families Read more: https://fitadvisors.com/episode-36-a-high-school-teachers-approach-to-navigating-covid-19 

A High School Teacher’s Approach to Navigating COVID-19

Has your financial situation changed, or do you expect it to change, as a result of the COVID-19 pandemic? Review your emergency fund and make any changes you need to make; review your estate planning documents, and take advantage of expanded unemployment benefits and delayed student loan payments.  Talk to your financial advisor about immediate, specific steps you can take to weather this storm.  Read more: https://fitadvisors.com/episode-35-planning-in-times-of-uncertainty

Planning in Times of Uncertainty

This show was initially syndicated partially to Apple Podcasts. We're republishing it in an effort to share the full show.  The last two weeks have been full of market volatility, making many people anxious about their finances. The COVID-19 is putting external pressure on our economy. Traditional economic stimulus tools may not work as they have in the past. The next weeks and months are likely going to be rocky, but that doesn’t mean you should pull your investments out of the markets — that’s a risky gamble that, historically, has not paid off.  ABOUT THE GUEST: Trace Tisler, CFP® is a financial advisor based in Hudson, Ohio, who primarily works with mid-career professionals and clients transitioning into retirement. He founded his firm, Epic Financial, in 2013. Read more: https://fitadvisors.com/episode-34-navigating-the-market-uncertainty-of-covid-19

FULL EPISODE | Navigating the Market Uncertainty of COVID-19

The last two weeks have been full of market volatility, making many people anxious about their finances. The COVID-19 is putting external pressure on our economy. Traditional economic stimulus tools may not work as they have in the past. The next weeks and months are likely going to be rocky, but that doesn’t mean you should pull your investments out of the markets — that’s a risky gamble that, historically, has not paid off.  ABOUT THE GUEST: Trace Tisler, CFP® is a financial advisor based in Hudson, Ohio, who primarily works with mid-career professionals and clients transitioning into retirement. He founded his firm, Epic Financial, in 2013. Read more: https://fitadvisors.com/episode-34-navigating-the-market-uncertainty-of-covid-19

Navigating the Market Uncertainty of COVID-19

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.

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Money Checkup with Anjali Jariwala

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