Personal finance guide on how to invest in 40s – complete financial planning in Hindi. Learn retirement planning and how to build wealth in your 40s with goal-based investing. Watch the video to achieve financial independence at 40. ------------------------------------------------------------------------------------------- Start Smallcase here: https://link.smallcase.com/a7CuM6k1Ihb ------------------------------------------------------------------------------------------- *** Invest & Trade in Stocks & Mutual Funds *** Open your Discount Demat Account here: ✔ Zerodha - http://bit.ly/demat-zerodha ✔ Angel One - https://tinyurl.com/yzmhe8fm Open Free Demat Account in Angel One using above link ✔ Upstox - http://bit.ly/upstox-trading ------------------------------------------------------------------------------------------- ***Earn Fixed Returns upto 13% p.a.*** Start Covered Bonds Here: ✔ Wint Wealth - http://bit.ly/wintwealth Start Invoice Discounting Here: ✔ TradeCred - http://bit.ly/tradecred Start Bonds Investing Here: ✔ GoldenPi - https://bit.ly/startgoldenpi ------------------------------------------------------------------------------------------- Related Videos & Playlists: Master Investor Series for Stocks: http://bit.ly/master-investor-assetyogi Mutual Funds Series: http://bit.ly/mutual-funds-assetyogi Real Estate Investing: http://bit.ly/real-estate-assetyogi ------------------------------------------------------------------------------------------- Time Stamps 00:00 – Intro 01:42 – Financial Plan in 40s 01:47 – Define your goals 05:46 – Maintain emergency fund 06:14 – Higher Savings 07:35 – Review past actions 07:45 – Better Loan Management 09:44 – Insurance Management 12:17 – Investment planning 12:23 – Tax savings investment 15:44 – Short term investments 16:30 – Long term investments 17:20 – Equity Investments 18:18 – Mutual funds and ETF. 19:30 – Fixed income investments 20:27 – Gold Investment 21:35 – Real estate Planning 24:21 – Include family in financial decisions
About the Video In our 40s, we are at the peak of our career and earn more; however, our expenses are also more because our responsibilities increase as we age. So, it’s very important to learn personal finance skills that can guide us in drafting a well-defined and robust financial plan at 40 which takes into consideration our retirement planning, children’s education expenses as well as other discretionary expenses like real estate, vehicles, etc. Financial planning for retirement planning is always the most crucial part of a financial plan, so how to invest in 40s is a key question that all of us might encounter. Apart from this, we need to evaluate our savings at 40, so that we can make an investment portfolio that has a healthy mix of investments like stocks, mutual funds, health insurance, term insurance, NPS, EPF, PPF, and other investments for beginners. Investing in the stock market is a tricky question considering the risk tolerance. For retirement planning, one should also invest in passive income instruments like rental income through real estate. This video aims to teach financial literacy and it will act as a guide in making a blueprint of how to get financial freedom and in learning share market basics for beginners. We will also talk about the small case as an investment option. In this video, we will cover the following topics- 1. How to do retirement planning? 2. Personal finance 101 tips for investing in the 40s. 3. Should we invest in real estate? 4. How to invest in mutual funds and small case? 5. How to make a financial plan at 40? 6. How to invest in 40s? 7. How to invest in Gold using Sovereign Gold Bonds and Gold ETFs? 8. How to invest in bonds, debt mutual funds and covered bonds? 9. How to invest in the stock market? 10. What are different equity products – Stocks, Mutual Funds, ETF, Index Funds, Smallcase etc. 11. How to achieve financial freedom? 12. Key elements of money and personal finance. 13. How to construct an investment portfolio? 14. Insurance management like Health insurance, life insurance and term insurance. 15. Retirement planning safest instruments NPS, EPS, PPF etc. 16. How to analyse risk while investing? 17. Types of investments.
