In this video, discover essential financial planning tips for 2024, including a year-end review and a guide for a prosperous New Year. Gain insights to navigate your finances wisely and set the right course for a successful financial journey in the coming year.
00:00 Intro 01:26 Steps to follow to review the past year 01:32 Income and expenditure 02:14 Investment Performance 02:40 Debt Management 03:05 Career and income growth 03:28 Risk management 03:45 Check the progress of your goal 04:34 Tax planning 05:00 Financial goals for 2024 05:05 Define clear objectives 05:50 Budget and expense management 06:27 Reframe your investment 06:50 Ensure your insurance coverage meets your current need 07:12 Debt reduction 08:11 Career development 08:36 Retirement planning 08:55 Emergency fund 09:40 Review periodically 09:51 Take professional help
Finsherpa with a well experienced and qualified team of professionals and an experience of 80 years is the partner that you need to navigate these uncertain times to deliver the value you seek.
Babu Krishnamoorthy (Chief Sherpa) A Money Coach, Author & Speaker with a passion to solve people's money problems and help them manage their long term finances better.
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