If you wish to be part of the Money Matters series, please fill up this form: https://forms.gle/uj9JPUBp8Wo9nZQi7
Money Matters is a series where I have conversations with normal people such as you and I, on your personal finance issues.
It is important to note that I am NOT a financial expert, I am NOT SEBI registered, and I am NOT qualified to give financial advice.
Everything that I say in these videos is purely through my own experiences.
- So these videos do not offer any stock tips, or specific mutual fund recommendations or get-rich-quick schemes.
- I am not selling any product or service through these videos.
- None of the brands that I mention in these videos have paid me to mention them, unless I explicitly say so (and I will say if the video is sponsored).
This also means that my advice may not always be the right advice. So incase I make a mistake, the best way to correct me will be to share your point of view in the comments, so that everyone can benefit from it.
I am not perfect, nor claiming to be either and would love to learn and grow.
The idea is simply to help people with their finance journey and through their story try to help others who may have a similar story.
In this eye-opening episode of Money Matters, I help Ekansh, an IT professional, navigate crucial financial decisions for his family's future. We dive deep into a comprehensive 4-step plan, covering everything from optimizing investments and SIPs to strategizing for a dream home purchase. Learn how to balance multiple financial goals, including securing your child's education and planning for retirement, while making smart choices about real estate. Whether you're renting or considering buying a home, this episode offers invaluable insights to help you achieve your financial dreams and secure your family's future.
Want to join me on the show? Fill this form and my team will reach out to you: https://forms.gle/uj9JPUBp8Wo9nZQi7
00:00 Introduction
00:22 About Ekansh
02:40 Ekansh's expectations from Money Matters
06:10 Current financials
21:05 Analyzing financials
27:10 Creating a 4-step financial plan
32:45 Future projections
37:44 Conclusion
#FinancialPlanning #MoneyMatters #warikoo
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Buy my new book 'MAKE EPIC MONEY' here: https://www.makeepicmoney.com/
SIP in Stocks with FREE* Demat A/c on INDmoney: https://indmoney.onelink.me/RmHC/x3g6i4vs
My Money Apps:
Indian Stock Investing (Zerodha): https://bit.ly/3iYKROh
Mutual Fund Investing (Coin by Zerodha) (You will need to create a Zerodha account for it first. Coin is free): https://bit.ly/3iYKROh
US Stock Investing + Investment Tracking (INDMoney): https://bit.ly/3tT5moR
Portfolio Investing (Smallcase): https://bit.ly/3u0is0I
Corporate Bonds (Wint Wealth): https://bit.ly/3sbUI8c
How to pick the right insurance (Ditto): https://bit.ly/3xFh7OU
The above links are for products that I personally use for my own investing.
If you create an account on any of these using the above links, I stand to make a referral income from it.
100% of this income is contributed towards the education of kids who cannot afford it.
In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.
DO NOT assume that these are the best products in the industry. Please do your research and let me know if you have any questions.
Start your own business: http://bigrock-in.sjv.io/6eZ1KK
My bestselling books:
βGET EPIC SHIT DONEβ: https://ankurwarikoo.com/getepicshitdone
βDo Epic Shitβ: https://ankurwarikoo.com/doepicshit
My gear for shooting this video:
π₯ Sony a7III camera: https://bit.ly/3M42wAV
π¬ Sony FE 24-70 f2.8 Lens: https://bit.ly/3KCCiF0
π Shure SM7B Microphone: https://bit.ly/3O1NAVA
π Fill Light 60W: https://bit.ly/37aJolP
π‘ Key Light 150W: https://bit.ly/3O9nyjs
π½ Benro IT15 Tripod for Sony a7III camera: https://bit.ly/3O4PvJ1
Useful links:
20 books for your 20s: https://bit.ly/WarikooBooks
20 online courses for your 20s: https://bit.ly/WarikooOnlineCourses
Gadgets that I use: https://bit.ly/WarikooGadgets
The above links are on Amazon.
If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.
Letβs connect online:
π My weekly podcast Woice with warikoo (Spotify): https://open.spotify.com/show/1g7wpoqydK6hszvi4DFywg
π© My weekly newsletter warikoo Wanderings: https://ankurwarikoo.com/newsletter/
π± Instagram: https://instagram.com/ankurwarikoo
π¦ Twitter: https://twitter.com/warikoo
π¨π»βπ» LinkedIn: https://www.linkedin.com/in/warikoo
π Facebook: https://www.facebook.com/awarikoo/
π Daily Blog: https://ankurwarikoo.com/blog/
Did you miss our previous article...
https://wealthvideos.club/Financial-Planning/financial-planning-and-analysis-tips-and-strategies-for-beginners