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 getrichquick 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.

If you wish to be part of this series, please fill up this form https://forms.gle/uj9JPUBp8Wo9nZQi7

In the latest episode of "Money Matters," I engage in a candid conversation with Sushant, a professional navigating his financial journey in Gurgaon. Sushant's story reflects the challenges many young professionals face—he's been diligently working for over 3 years, yet finds himself grappling with various financial obligations.

During our discussion, Sushant shares insights into his income, expenses, existing investments, and family responsibilities. We explore strategic approaches to optimize his financial situation, focusing on areas such as insurance policy optimization, initiating SIPs, and exploring insurance options.

Together, we craft a personalized strategy to help Sushant maximize returns on investments, and secure his financial future. By addressing key financial challenges headon and implementing proactive measures, Sushant is poised to achieve greater financial stability and pursue his longterm goals with confidence.

Join us as we delve into Sushant's financial landscape, offering practical insights and actionable advice that may resonate with your own financial journey.

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
00:30 About Sushant
03:15 Sushant's expectations from Money Matters
05:17 Current financials
13:22 Plan for Insurance and Investments
33:55 Sushant's reaction to the plan
37:07 Summarizing the financial plan
39:50 Personal advice
42:20 Conclusion

#FinancialPlanning #MoneyMatters #warikoo


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My gear for shooting this video:
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Sony FE 2470 f2.8 Lens: https://bit.ly/3KCCiF0
Shure SM7B Microphone: https://bit.ly/3O1NAVA
Fill Light 60W: https://bit.ly/37aJolP
Key Light 150W: https://bit.ly/3O9nyjs
Benro IT15 Tripod for Sony a7III camera: https://bit.ly/3O4PvJ1

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Gadgets that I use: https://bit.ly/WarikooGadgets

The above links are on Amazon.
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