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MoneyShiksha with Brijesh

MoneyShiksha with Brijesh

235 episodes — Page 5 of 5

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.

Apr 2, 20211 min

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.

Apr 2, 20211 min

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.

Apr 2, 20211 min

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

Mar 30, 202111 min

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

Mar 23, 202114 min

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

Mar 16, 202111 min

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

Mar 9, 202115 min

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

Mar 1, 202111 min

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

Feb 16, 202112 min

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

Feb 10, 20218 min

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

Feb 2, 202110 min

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

Feb 1, 202113 min

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

Jan 26, 202115 min

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.

Jan 7, 202119 min

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.

Dec 30, 202028 min

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.

Dec 24, 20207 min

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.

Dec 12, 20205 min

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.

Nov 22, 20209 min

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.

Nov 4, 202013 min

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.

Oct 31, 20209 min

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.

Sep 26, 202023 min

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.

Sep 12, 202011 min

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.

Sep 8, 202010 min

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:

Sep 5, 202020 min

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.

Sep 5, 202018 min

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

Sep 1, 202029 min

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.

Aug 28, 202014 min

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

Aug 24, 202018 min

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...

Aug 24, 202044 min

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.

Aug 22, 202011 min

How To Select Mutual Funds...

In this podcast episode, you will learn about mutual funds selection criteria. Learning will help improve your funds selection....

Jun 20, 202010 min

How To Get Most Out Of Your SIPs..

In this episode i am sharing tips to enhance your SIP...

Jun 2, 202011 min

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, 20206 min

Choose NPS for tax & Retirement planning

How NPS has now become attractive for tax planning and retirement planning.

May 7, 20204 min

10 money management rule for 2020

In this podcast you will learn easy money rules that help create wealth....

Apr 29, 20205 min