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

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.

Join us for another episode of "Money Matters" as we unveil a financial roadmap for Dr. Pradeep. With a combined monthly income of ₹2.78 lakh and rental earnings, we strategize to secure his retirement and achieve financial independence.

Discover our stepbystep approach to ramping up SIP investments, exploring real estate liquidation options, and setting up a systematic withdrawal plan (SWP) for a steady postretirement income. Our goal? To facilitate partial retirement by 50 and full retirement by 60, ensuring Dr. Pradeep's longterm financial stability and peace of mind.

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
00:44 About Dr. Pradeep
03:38 Dr. Pradeep's expectations from Money Matters
05:08 Current financials
15:40 2 models of retirement
17:23 Investments in real estate
20:29 What is SWP?
22:13 Retirement Plan for Dr. Pradeep
36:35 Conclusion

#FinancialPlanning #MoneyMatters #warikoo



My Money Apps:
Indian Stock Investing (Zerodha): https://bit.ly/3iYKROh'>https://bit.ly/3iYKROh
Mutual Fund Investing (Coin by Zerodha) (You will need to create a Zerodha account for it first. Coin is free): https://bit.ly/3iYKROh'>https://bit.ly/3iYKROh
US Stock Investing + Investment Tracking (INDMoney): https://bit.ly/3tT5moR
Portfolio Investing (Smallcase): https://bit.ly/3u0is0I
Corporate Bonds (Wint Wealth): https://bit.ly/3sbUI8c
How to pick the right insurance (Ditto): https://bit.ly/3xFh7OU

The above links are for products that I personally use for my own investing. If you create an account on any of these using the above links, I stand to make a referral income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L. DO NOT assume that these are the best products in the industry. Please do your research and let me know if you have any questions.

My bestselling books:
'Make EPIC Money' here: https://amzn.to/3WHJ43F
‘Get EPIC Shit Done’: https://amzn.to/4fK1IR5
‘Do Epic Shit’: https://amzn.to/4fK9uuv

My gear for shooting this video:
Sony a7III camera: https://bit.ly/3M42wAV
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

The above links are on Amazon. If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.

Let’s connect online:
My weekly podcast Woice with warikoo (Spotify): https://open.spotify.com/show/1g7wpoq...
My weekly newsletter warikoo Wanderings: https://ankurwarikoo.com/newsletter/
Instagram:   / ankurwarikoo  
Twitter:   / warikoo  
‍ LinkedIn:   / warikoo  
Facebook:   / awarikoo  
Daily Blog: https://ankurwarikoo.com/blog/