Beginners Guide to goal based financial planning
What is goal based financial planning? Goal based financial planning is where you take your goals and use them as the guiding principles to map out your entire financial future.
November 15, 2021
Personal Finance Rules while Spending Your money
In this episode, I am discussing basic personal finance rules to follow when you spend money during festivals and otherwise also.
November 07, 2021
How to be Financially Successful
Would you like to learn the secrets of how to be financially successful? Financial success means different things to different people. That makes it a relative concept that can be defined by individuals based on what it is they deem as financially successful. However, there are certain principles of financial success which are absolute and cut across every perception of financial success. One of the reasons why a lot of people today struggle to be financially successful and free is financial illiteracy. In this podcast, I am discussing how you can be financially successful.
November 01, 2021
6 Ways to Pay Off Your Loan Early
That Loan. It sure does hang over your head sometimes, doesn't it? However, with the right mindset and a commitment to pay it off, you can pay off the Loan early. It can save you thousands of dollars in the long run if you do decide to make that commitment. #Debtfree #Financialfreedom #Financialwellbeing
October 18, 2021
How To Build an Emergency Fund
In this episode. I am discussing about Importance of Emergency Fund and how you can go about to build one for your family.
October 14, 2021
Financial Tips For Success In A Rebounding Economy
In this episode, I am discussing tips for financial success in a rebounding economy.
October 05, 2021
How Following Herd’s Mentality Hurt your Success?
Humans have tendency of following path that a bulk of people are following as against right path if it;s followed by few people. This Phenomena is called herd's mentality or social proof. In this episode we are going to discuss how her's mentality hurt your success in life, career and Investments.
September 30, 2021
Recurring Card Payments to be Hit from 1st October
Some cardholders might see standing instructions for payment on their credit card fail from next month. These could be for subscriptions with online content platforms, edtech companies or standing instructions for online advertisement payments. Some of these merchants are yet to comply with RBI’s new requirement of additional factor authentication (OTP) for recurring payments through cards though the deadline is less than a week away. In this episode I am discussing impact of RBI Directive and way going forward.
September 28, 2021
What advice should you give your kids about money?
As you mature and develop as both an adult and a business owner, your perception of money changes. In life, you’re always learning. How can you help your children to learn about money? What’s the best advice you can give them that will prepare them for the financial realities of the adult world? #FinancialFreedom #Finanacialliteracy
September 27, 2021
How much Gold to Invest in your Portfolio?
The role of Gold in your investment portfolio. Most of us don’t give Gold the respect it deserves. But eventually, the realization dawns that having a bit of gold in the portfolio might be a good idea. In this episode, we will discuss how much gold to invest in your portfolio. #Goldinvesting #Financialwellbeing #Diversification
September 18, 2021
How to buy critical Illness Insurance
In this episode we will discuss about what, why, how, when and whom about Critical Illness Insurance.
September 11, 2021
How life insurance policy under MWP Act safeguards women's interest
The primary purpose of having a life insurance cover is to help the surviving family members maintain the same standard of living after one's death. This would require adequate protection to the nominees so that they are financially secure even after the bread earner's death. In this episode we are going to discuss how LIC Policy under Married Women's Protection Act safeguard Your Wife and Children's FInancial Interest.
September 06, 2021
Top Mistakes to Avoid while buying Medical Insurance
Every year many people in India end up selling their assets like gold, properties or end up breaking their FD just because they don't have a medical insurance. In this episode, I am discussing common mistake while buying Medical Insurance and How to Avoid those mistakes.
August 29, 2021
5 steps to start your Investments
In this episode. I have listed 5 steps to help you start your Investment Journey.
August 24, 2021
What is NIFTY 50 Equal Weightage Investing and How to benefit
In this episode, I am discussing NIFTY 50 Equal Weightage Index investing, what is it? How does it work? What works and what is not working? etc is being discussed in this podcast.
August 10, 2021
Disastrous role of Herd Mentality behaviour bias in investing
Just how evil is social proof? Consider the following example: Many investors believe that a sure thing is to invest in something "everyone" is investing in. For example, if everyone is buying Zomato, then you can be sure it will continue to rise in price! In this episode, I have discussed Social Proof bias and its disastrous effect in investing and how you can save youself from being victim of this behaviour bias.
July 31, 2021
🆕india Pesticides Ipo Review India Pesticides Ipo Information New Podcast
Check the following link to discover more about india pesticides ipo review, please check out: https://www.planetwealth.in This Podcast is presenting india pesticides ipo review but also try to cover the following subject: -india pesticides ipo information -india pesticides ipo analysis -india pesticides ipo grey market premium So you wish to find out more about india pesticides ipo review, I did too and here is the podcast that I created around this topic. India pesticides ipo review interested me so I did some research and published this to YT . ++++++++++++++++++++++ If you want to discover more regarding india pesticides ipo information I suggest you to take a look at our other videos : https://www.youtube.com/channel/UCaCtAwUsXzogLRnC8ZipWVg -------------- Have I answered all of your concerns about india pesticides ipo review? Individuals who looked for india pesticides ipo information likewise looked for india pesticides ipo analysis.
June 24, 2021
Why You Should Not Invest without Financial goals.
In this episode, We are discussing how setting financial goals can help you achieve your financial wellbeing and financial freedom.
June 12, 2021
Bank Fixed Deposit versus Mutual Funds - How To Choose
For generations, fixed income instruments like Bank FDs have been the favorite mode of investments for Indians. The concept that ‘my money is safe in the bank' sounds more satisfying than better returns. But at a time when the post-tax FD returns barely beat inflation, is this assurance enough to convince investors like you to keep their money lying in the banks?
June 02, 2021
Why We Practice Delayed Gratification so should you
Humans are impatient creatures. We want what we want now. We want results, and we want them now. We don’t want to wait for anything – especially if it involves money. We do not have impulse control over our wants. Unfortunately, some of the best ways to save money in the long term, such as saving for retirement, require us to practice patience and make sacrifices, and practicing impulse control, and some people just don’t want to do that.
May 25, 2021
Why you should have International investments in your Mutual Fund Portfolio
This episode discusses International Investing Benefits, Risk Associated and options of international investments in india. 00:00 -00:45 - Status of International Investing In India 00:52-04:22 - Benefits of Investing in International Funds 04:23-05:38- Risks Associated with International Investments 05:39-06:05 - How To invest internationally 06:06-07:08 - Summary, Taxation , Issue to consider while Investing
May 11, 2021
Post Retirement Investment Options
This podcast I am discussing various investment Options Available for Retirees to Invest their Retirement Corpus for a monthly pension; 00:12-01:37 -Senior Citizen Savings Scheme 01:38-02:41- Post Office Time Deposit 02:42-03:50- Post Office/Bank Recurring Deposit 03:51-04:52- Post Office Monthly Income Scheme 04:53-06:08- National Savings Certificate 06:09-07:06- Kisan Vikas Patra (KVP) 07:07-08:28- Pradhan Mantri Vay Vandana Yojna (PMVVY) 08:29-09:15- Mutual Funds
May 05, 2021
10 Questions You Need To Ask To Your Financial advisor
In this video, I am discussing 10 questions investors need to get answers from their financial advisors to decide whether they are right one for them or not. 00:00-03:42 - Are you Fiduiciary? 03:43-04:46 -How long have you been a wealth manager? 03:47-06:20 -How are you compensated? 06:21-07:40- How do you make your investment selections? 07:41-09:16- How long do your clients stay with you on average? 09:17-10:08 -What do you do to minimize my costs? 10:09-11:22-What expectations will you have of me as your client? 11:23-12:23-What is your investment approach? 12:24-13:21 -How much contact do you have with your clients? 13:22-15:27 -What makes your client experience unique?
April 26, 2021
10 Ways to Completely Sabotage Your Financial Planning
In this Podcast, you will learn 10 common personal finance mistakes that has the potential to sabotage your financial future.
April 17, 2021
Why should I pay for a financial plan?
In This Episode, I am discussing Fees Vs. Benefits of a Financial Plan. How working with a fee-only financial planner will help you receive fiduciary financial advice which can help you achieve peace of mind with money.
April 08, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-10
In this episode of a series of 11 episodes - I am speaking about how to plan for transferring your wealth to your childrens. This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-9
In this episode of a series of 11 episodes - I am speaking about how to create an investment strategy. This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-8
In this episode of a series of 11 episodes - I am speaking about how to manage taxes efficiently. This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-7
In this episode of a series of 11 episodes - I am speaking about Reviewing Insurance. This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-6
In this episode of a series of 11 episodes - I am speaking about how to develop your Strategy.. This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-5
In this episode of a series of 11 episodes - I am speaking about how to set and prioritize your Life financial goals. This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-4
In this episode of a series of 11 episodes - I am speaking about how to adjust your spending for your financial goals. This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-3
In this episode of a series of 11 episodes - I am speaking about how to track your spending and create a monthly surplus. . This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-2
In this episode of a series of 11 episodes - I am speaking about analyze and Understand about your Present Financial Situation. This series is part of 11 episodes on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps - Step-1
In this episode of a series of 11 episodes - I am speaking about how to partner with your spouse and create your financial goals. This series is part of 11 episode on how you can achieve your financial Nirvana #FinancialFreedom in 10 Steps.
April 02, 2021
Achieve Your Financial Nirvana in 10 Steps
In This 11 Part Series, I am talking about 10 Actions that will help you achieve your #FinancialNirvana or #FinancialFreedom.
April 02, 2021
6 Signs that signals you that you 'need' financial planning even if you do not 'want'
People have many questions about money. Some they can resolve via their research, but for others, they might need some help. And sometimes that is necessary for attaining a healthy financial future. A trusted financial advisor can not only help you define your target but also get you in the best possible path to achieve that. Unfortunately, most people don’t always know if they need one. So with that in mind, we outline some instances when you must consult a financial advisor. 00:00-02:00 - Sign-1 You are struggling to complete your financial tasks 02:01-03:25 - sign-2 You have tried but success is alluring you 03:26-05:03 - Sign-3 You are not sure whether you are saving enough 05:04-06:14- Sign-4 You often panic in market downturn and don't know what to do 06:15-07:16 - Sign-5 You are struggling with your lonh term goals such as retirement for the lack of knowledge 07:17-10:08 - Sign-6 If you have ignored these important aspects of financial planning
March 30, 2021
Common Misconceptions About Retirement Planning and how to save from them
When most people enter the workforce, they look forward to that day when they can hang up their hats and afford to enjoy a life beyond the daily grind. Yet, many people believe that once you retire, all the fun in life is over. Retirement should be one of the most exciting phases of your life. If you plan for it right, you can enjoy all the things you love and live life to the fullest. As a business owner, you are your own boss; you can work when you want, where you want, and for as long as you want. While this freedom is great, it can also be very dangerous. If you do not plan accordingly, then you could suddenly find yourself on the street. This is why, for many business owners, planning for retirement is also a very important part of their strategy. In this podcast, we are going to debunk the top common financial misconceptions about retirement planning. 00:00-03:42-I Must Have Rs. X Saved to Retire 03:43-05:23-Investments Don't Need To Grow With Your Income 05:24-07:15-Distribution Isn't A Major Concern 07:16-08:24-Saving 10%-15% Is Enough 08:25-09:42-Retirement planning is all about money 09:43-10:46-Financial planning stops at retirement 10:47-11:45-Spending decreases in retirement
March 23, 2021
21 Effective Money Management Rules for 2021- Episode 4/4
In This 4th and last episode of 4 part series, I am discussing the remaining 5 rules from 21 rules to help you manage your money effectively in 2021.. 00:00 - 03:23 - Don't Prepay your Low Interest, Tax Efficient Loans 03:25 - 05:43 - Evaluate and Rebalance Your Portfolio Periodically 05:44 - 06:28 - Fix a Financial Date either with your Spouse/Family or with yourself on your salary Day 06:29 - 07:35 - Cancel all your unused/unutilised subscription/membership 07:36 - 08:42 - Don't Ever go shopping without a Shopping list
March 16, 2021
21 Effective Money Management Rules for 2021 - Episode 3
In this 3rd Episode from series of 4 part of #AskBrijeshWealthShow, I ma discussing another 5 rules of effective money management in year 2021. 00:00-03:33 Rule-11 Teach yourself and your children about smart personal finance 03:35-05:59 Rule-12 Don’t touch your retirement if at all possible 06:00-07:58 Rule-13 Buy some international investments, too 07:59-09:05 Rule-14 When an appliance breaks, buy a new one if the appliances is 10+ years old or the repair would cost more than half the replacement cost. 09:06-11:56 Rule-15 Practice Delayed gratification
March 09, 2021
21 Effective Money Management Rules for 2021 Part 2 of 4
In this episode, I am sharing the next 5 rules from 21 rules of effective money management in 2021. 00:00-03:25 Summary of First 5 Rules and Rule-6 Focus on savings for Retirement 03:34-05:23 Rule-7 Buy Adequate Term Life Insurance 05:24-07:23 Rule-8 Create a Budget 07:25-08:44 Rule-9 Rent if your total cost of Home Ownership is greater than renting 08:45-11:31 Rule-10 Buy your Car Based on Reliability and Fuel Efficiency
March 01, 2021
21 Effective Money Management Rules for 2021
In This First Episode of 4 part series, I am sharing 5 effective money management rules to help you manage your money effectively in 2021. 00:00-02:29 Spend less Than You Earn 02:29-5:46 Keep Things as simple as possible 06:17-08:05 Cover yourself and your Family with Adequate Medical Insurance 08:07-9:00 Create an Emergency Fund 9:02-11:00 retire from High-Interest Debts 11:01 -12:10 Summary of first five Rules
February 16, 2021
Why Protecting wealth is more important with wealth Creation?
In this Podcast Episode, I am Discussing why Protecting #wealth is equally important in #wealthcreation. 00:00 Issues in Wealth Protection 2:30 Steps to Take for Wealth Protection 3:40 How to Protect your Asset Using Diversification 6:50 Asset Allocation and Rebalancing Model and Summary
February 10, 2021
Investing - Expectations Vs. Realities
In this New Episode of #AskBrijesh Wealth Show I am discussing gaps between investor communities' expectations from investment and realities which leads to investors losing an opportunity of wealth creation due to their own behavior. 00:00 Investing: Expectations vs. Realities 01:25 Will Investing Will make me rich Overnight 04:35 Markets will Only Go Up 06:00 I need not work, once I start Investing 07:48 Investing is like Gambling
February 02, 2021
How Malay Shah Achieved Peace of Mind with Money?
In this interview, one of my clients has shared his positive experience of undertaking a personal Financial planning process and how he discovered confidence about his financial future and achieved peace of mind with money. 00:00 Issues Faced before Financial Planning 02:00 Learnings from going through Financial Planning Process 05:25 Non-Financial Benefits from Financial Planning 07:25 Financial Benefits of Financial planning 9:00 Advice to Budding Financial Planning Aspirants
February 01, 2021
How To Generate Monthly Surplus for investments for your Future Financial Goals
#EffectiveCashflowManagement In this Podcast Episode, I am discussing how you can manage your cash flow effectively to create a monthly required surplus for investment to fund your future financial goals and create wealth
January 26, 2021
How You Should Do Your Financial Planning while you are starting career in 20s
#AskBrijesh Wealth Show This is an Audio version of my FBLive and Youtube Live I do every Monday at 8:30 pm. In this episode, I am discussing what are the issues you need to keep in mind when you are in your 20s and Just starting out your career so that you may achieve financial freedom and early retirement.
January 07, 2021
Top Financial Mistakes Indians make and How You can Save from them
In This Episode, I am discussing Top Financial Mistakes Indiana are making and how you should save from committing the same.
December 30, 2020
What kind of mutual funds can be invested in at the current level of market?
In this podcast you will get answer to what sould be investment stance during current over valued market scenario.
December 24, 2020
What Investor should do as #Franklintempleton goes for Voting for winding down 6 Debt Schemes?
I am discussing various post voting scenarios so that Investors can take proper call while Voting.
December 12, 2020
Flexicap - New Category - What You Should Do?
In this video, I am discussing the impact of the new Mutual Fund Category created by SEBI - #FlexiCap Funds on #investor like you.
November 22, 2020
IRDA Changed Rules For Medical Insurance for better, learn how it will impact you
IRDA has changed Rules Governing #Medicalinsurance. In this episode I am discussing changes and how you can benefit from it and how it will impact you.
November 04, 2020
How To Safeguard your important documents using digilocker?
I am talking about how you can safeguard your important documents such demat account or mutual funds statement etc using digilocker facility.
October 31, 2020
Financial & Wealth Planning Case Study-Anand Vadiya & Family
In This Interview, Anand Vaidya shares, based on his personal Financial Planning Experience ; 1) Were doing 'Savings" but Financial Planning Taught Importance of 'Investing' 2) Earlier times were of 'savings', current is of 'investing' and future is of 'art of investing' 3) No Matter Who you are, How much You earn, Personal Financial Planning will Deliver Peace of Mind and Confidence for your Financial Future.
September 26, 2020
How Multicap Funds New Asset Allocation Rules Impact you
SEBI released new rules for multi cap fund Asset Allocation, In this episode, I am decoding what it is and how it will impact you as an investor and how it will impact the market I general from now till December 2020 as this rule is effective Januray 2021.
September 12, 2020
How to determine Value you are Deriving from your Existing/Potential Financial Planner?
In this episode, you will learn about how to Determine value you are deriving from your existing/prospective Financial Planner.
September 08, 2020
Client Success Case Study - Dharmesh Bhatt
You must start your financial planning even if you feel your savings are not adequate. Once you will start, you will be able to increase your savings and investments to reach your financial goals. Without Starting you will reach nowhere - says Dharmesh Bhatt - An IT Professional and one of our clients in this interview. My Name is Brijesh and on this channel, I am going to show you How to do goal-based investing and how you can create wealth with efficient wealth management, tax planning, retirement income planning as your trusted online Financial Advisor and Wealth Coach. If you want my professional help in managing your money well, pls book my 1 -hour Free Consultancy by clicking Here: By The way, If you wish to learn Do-It-yourself Financial planning and Wealth Creation check out this online course by clicking here:
September 05, 2020
What is more important for retiree; capital protection or protecting value of capital?
In this episode, I am discussing how to manage your post-retirement corpus so that you do not outlive your money.
September 05, 2020
How To Be Financially Free
Everyone can Achieve Financial Freedom. Want to know how to achieve Financial Freedom, watch this video which is covering.. 1) What Is Financial Freedom 2) Means to achieve Financial Freedom 3) How to Arrive at your Financial Freedom Corpus 4) How You Can Achieve Financial Freedom
September 01, 2020
Understand Taxation On Mutual Funds
In this episode, you will understand taxation that is applicable to your mutual fund's investments so that you can invest wisely to keep the maximum of your gains in your pocket without violating tax laws.
August 28, 2020
How To Do Your Financial Planning ? Part-1
In This Episode, you will Learn ; 1) How To Cover Risk as Part of Financial Planning 2) How To Provide for Contingency/emergency as part of Financial Planning
August 24, 2020
My Ineterview with TheRichBudget Show Fame YouTuber & Personal Finance Enthusiast Robin Arya
In this episode you will learn about ; 1) Emergency Fund - Especially After Corona 2) Asset Allocation 3) Rent Vs Buy - which one is right and more personal finance issues...
August 24, 2020
How to manage and track funds performance on daily basis?
In this episode of my podcast, i am going to answer discuss when and how you should track your mutual funds performance to help you create wealth and achieve financial freedom.
August 22, 2020
How To Select Mutual Funds...
In this podcast episode, you will learn about mutual funds selection criteria. Learning will help improve your funds selection....
June 20, 2020
How To Get Most Out Of Your SIPs..
In this episode i am sharing tips to enhance your SIP...
June 02, 2020
6 mantras to leakproof your budget
This episode will teach you how simple but effective 6 habit can help you increase your monthly surplus and create wealth.
May 29, 2020
Choose NPS for tax & Retirement planning
How NPS has now become attractive for tax planning and retirement planning.
May 07, 2020
10 money management rule for 2020
In this podcast you will learn easy money rules that help create wealth....
April 29, 2020