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Money Checkup with Anjali Jariwala

Dec 29, 2020

In the first few weeks of the COVID-19 pandemic, the markets were incredibly volatile. But they stabilized fairly quickly, and now, it looks as if the stock market will end 2020 at or near record highs. In March, Trace Tisler reminded us that prudent investors don’t chase returns — that makes investing a game...


Dec 15, 2020

Events during 2020 — the COVID-19 pandemic, social unrest, economic uncertainty — upended our lives in many ways, straining our mental and emotional health. In May, psychologist Amee Dassani joined me on the show to provide insight on managing stress and practicing mindfulness. If you missed this episode in the...


Dec 1, 2020

As 2020 draws to a close, it may be difficult to remember every event that affected your finances. In this episode, we'll cover Paycheck Protection Program loans, student loans, and mortgage refinancing. I'll also discuss a few things to keep in mind for your 2020 tax planning, including charitable contributions...


Nov 17, 2020

Dr. Brent Lacey coaches physicians in all phases of their careers — whether it's to find the right institution for their goals, to assume leadership roles and advocate for change within those institutions, to launch their own practices, or to master their personal finances. 

Though physicians typically work in silos,...


Nov 3, 2020

Kenji Asakura and Letizia Alto are experienced and passionate real estate investors. They share their knowledge with other physicians and high income earners through their business, Semi-Retired MD, which offers courses, coaching and more. 

“Whenever you’re in a challenge, say, ‘how can I?’ Then figure out every...