PERSONAL FINANCE 101 for your "Path to Financial FREEDOM" with Abhishek Mohta | The Realist EP 1
Harsh Agrawal
π°π Ready to level up your personal financial game? Join Harsh Agrawal and Abhishek Mohta in this insightful episode as they guide you toward financial mastery. π‘
π¨βπΌποΈ Abhishek Mohta is a Finance Advisor, a Certified Financial Planner (CFP), and a founding Partner at TrustedArms Wealth Management LLP. He is Harsh's first financial advisor and one of the best personal finance advisors.
π§πΌ From the essential steps to becoming a financial advisor to unraveling the secrets of goal-based investing, decoding the emotions behind Happy Money and Sad Money, to the age-old question of "How Much Money is Enough for Financial Freedom?" - Harsh Agrawal and Abhishek Mohta have covered it all.
ππ° Discover the power of passive income, explore systematic withdrawal plans (SWP) and systematic investment plans (SIP) for investing during corrections, and gain the confidence to navigate equity market crashes. Learn the art of goal-based asset allocation, witness the magic of compounding, and find joy in a fun question that might change your perspective.
π‘πΈ Whether you're a finance enthusiast or just getting started, 'The Realist Ep. 1' is here to simplify personal finance and set you on the path to financial freedom. Don't miss the chance to learn from the pros and make informed financial decisions!
Timeline 00:00 - π Episode Teaser 00:35 - ποΈ Episode Introduction 01:36 - π Becoming a Financial Advisor 03:17 - πΌ Goal-Based Investing - Achieving Financial Goals 08:21 - π Decoding Happy Money vs. Sad Money 10:29 - π Illustrating Happy Money and Sad Money 12:13 - ποΈ Unlocking Financial Freedom. How Much Money is Enough? 15:45 - πΈ Financial Freedom vs. Retirement: Are They the Same? 18:33 - π What is Passive Income & Generating Streams of Wealth 21:57 - π Mastering SWP (Systematic Withdrawal Plan) 23:15 - πΉ SIP & The Art of Investing in Corrections 29:09 - π Investing in Equity market crash with confidence 32:55 - π Goal-Based Asset Allocation & Investing 35:27 - β¨ The Magic of Compounding 40:58 - π€ A Fun Question 42:05 - π‘ Smart Money-Saving Hacks 44:29 - π Closing Thoughts: Your Financial Journey
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Harsh Agrawal
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Abhishek Mohta
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