Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Instead of trying to predict and prognosticate the stability of the market and precisely when the change is going to happen, a better strategy is simply having a portfolio that’s well prepared for any eventually, that’s how some folks' been averaging 150K every 7week these past 4months according to Bloomberg.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
"Rebecca Nassar Dunne" is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I felt that in his other interviews, but here it looks like he was just putting the gust back on track, considering time. There was another interview where a lady was narrating her family story instead of talking finance.😂
I’d be retiring or working less in 5 years, and curious to know how best people split their pay, how much of it goes into savings, spendings or investments, I earn around $190k per year but nothing to show for it yet. Wondering if they're any short term opportunities I can invest in.
target date funds made me a multimillionaire but i also watched them drop 40% in a very short time and take a long time to recover. my best suggestion is that you seek the guidance of a fiduciary to avoid mistakes
Great! mind if I look up your advisor please? only invest in my 401k through my employer as of now, but enthused about investing for my eventual retirement.
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Judith Lynn Staufer turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
Thanks for sharing. i searched her full name and found her web instantly. After reviewing her credentials and conducting due diligence, i reached out to her.
Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as stock, EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE
True. My portfolio was diversified across several markets with the help of a financial planner, and were able to achieve over a million in net profit among high dividend yield equities, ETFs, and bonds. It is vital that you have a variety of exposure, including in firms that are currently generating cash flows.
“LAURELYN GROSS POHLMEIER ’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Agree with these comments. Driving the conversation so much will make guests underpowered and they cannot impart the experience and knowledge effectively, which is I guess opposite of what you want to do with the podcast. Give them some space. By the way, you’re doing a great job.
I've self-managed my portfolio for 30 years, including 3 Berkshire Hathaway Class A shares (BRK:A) bought in the mid-90s for $17,000 each. I'm now liquidating some positions for new Gen stocks. Should I reinvest in gold? is your strategy enough to amass wealth?
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 28k cash account, 50k in car assets ( paid off cars) Gold and silver bars. age is 43. My advisor helped me realign my portfolio to my risk tolerance and it boomed shortly.
This video indicates you don't need a high IQ to be a good investor, just 2 qualities, self discipline and a lot of patience. Investing is mostly about behavioral psychology. How can I generate more income to retire with at least $3m for long term care?
We share common goal, making sure you are ready for your later years is very important. That's why passive investing works, low costs, better diversification and it enables people to overcome their behavioural bias especially if they engage professional help.
@@gregorywhem It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $45k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving, great wealth managers will always make returns.
I've stuck with the popularly ‘’Jennifer Leigh Hickman” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for sharing, I must say, Jennifer appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled
Everyone’s been preaching investing lately as a source of passive income but with a 70 hour weekly jobs and limited knowledge of financial instruments, how can I actually stay on top of things, I see every RUclips video saying BUY BUY! But when and how do I sell for profit at the right time?
I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.
Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.
'Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Your content is really great but you should consider allowing guests to speak more, and may be use questions to give a structure to the discussion, there were way too many interruptions which may not be taken well by many guests.
That's very rude to interrupt the guests. Let the guest speak. You brought such respectable people to the platform you have already proven you are good.
I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.
Diversify your holdings across several asset types to reduce risk rather than putting all of your eggs in one basket. If you don't know a lot about finances, speak with a financial expert.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
Sophie Lynn Carrabus is the advisr I use and I'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Hi! I'm from New Delhi looking to start investing in the US stock market with $80-100k. Should I focus on index funds or individual stocks? Also, any tips on handling currency exchange rates? Thanks!
With $80-100k, I'd suggest a mix of index funds and a few individual stocks. Diversify and watch currency rates by converting in smaller amounts. Good luck!
Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made my first million with a liquid 200k. Invested it with a CFP here in TX, I get weekly pay out which I invest back on long term ETF's. Google will be a huge buy for me when the market bottoms.
*Marissa Lynn Babula* is the licensed CFP I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Had to stop after 5 mins. Heard mostly the host speaking, and frequently interrupting the guests story flow... Making shorts where you only speak is a different skillset than interviewing and actively listening. I will be back for future episodes if the guests are interesting, but I will listen to the full episode if I hear the guest rather than the host speaking
I'm an aspiring trader who would rather learn from other traders' experience than investing in the market myself, in anticipation of the next bull run. What are your thoughts on copy trading as well? Do individuals actually earn a living? Just trying to get some reassurance. I want to have a healthy portfolio worth at least $850,000. Reliable inputs please.
The strategies are quite rigorous for the regular. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $130k in passive diversified safe-haven assets, Up 358k so far and pretty sure I'm ready for whatever comes.
Talking about advisors, do u consider anyone worthy of recommendations? I have about 100k to taste the water now that large cap stocks are at a discount... Thanks.
MICHELE KATHERINE SINGH is the licensed advisor I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I understand that this is not an interview rather a conversation or podcast, but please consider letting the guest speak more. You seem fixated on getting relevant points out of them. That approach feels restricted. Let it be a more free flowing convo
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family...
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks..
@@johnawara9719 Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* , a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.
Following you has been an amazing journey . you have shown me the best way to earn much better profits despite the bad economic situations, God bless you with more knowledge Ronal’...
May Allah bless Ronal’ for his help. I’m glad my doubts have been cleared, and i received my profit from last week’s investment. Keep up the great work
Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.
Reason I decided to work closely with an brokerage-adviser ever since the market got really tensed and the pressure became so much(I should be retiring in 17months) so I've had an brokerage-adviser guide me through the chaos, its been 9months and counting and I've made approx. 650K net from all of my holdings.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
Would love to see him address future occurring risks and how he handles these situations. As for me, Even with my healthy cash reserve I can't figure buying into moat heavy, cash flow grantors, buy on dips, and enjoy the bull markets when they happen.
I need the market to go down some anyway. The small pullback at the beginning of the month wasn't enough. Many are overpriced now and buffet sold his. I was looking for a rough setback as I am eager to capitalize on the market.
Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
I've stuck with ‘’Melissa Elise Robinson” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
I think you are better off with reels. Podcasts are not for you. Check out your comments section. You will know what you don't have to do in your podcast. The gentleman had so much to share and we had so much to learn but you don't ____ 😂😅
Even before watching the video I went to the comment section. And its so clear that the success has gone to Sharan's head! you have amazing knowledge Sharan, but it takes humility and wisdom to maintain success!
It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest $600K wisely to ensure our future security?
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.
My financial advisor has been a game-changer, providing clarity and boosting my confidence in navigating finance. With their help, I've achieved my goals faster than I imagined. Highly recommend!
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Though it is slightly irritating that you interrupt guest, you are not letting them relax and getting all the answers we need. Kudos to you. Almost every minute of this video is useful.. kudos..🎉 I think everyone is not understanding the intent of this video and like to listen to longer stories. But your approach is good, you deliver bomabt value here.
I really do have a question. For someone with less than $5,000 to invest, how would you recommend we enter the market? I am looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What’s your take on this approach?
I've been trading by myself. I'm not really happy with what's going on, just few weeks ago I lost about $7,000 in a particular trade. Can you help me out or at least advise me on what to do?
I will advise you stop trading on your own if you keep losing. And i don't trade on my own anymore, I always required help and assistance from my personal financial advisor < Elizabeth Rose>
Too arogant not to listen to his viewers. Quality of questions is too poor since he thinks that if he speaks he is intelligent or attract viewers. Too bad sharan boy
My outlook on money changed when I realized someone making $300,000 can retire broke & someone making $80,000 can retire a multi-millionaire. With the current market movement, you have $60k to invest. Where are you investing it?
I believe a healthy portfolio has 3 things, at the bare minimum: Exposure to ETFs for increased diversification, Exposure to assets that generate cash flow like dividend stocks, Exposure to market-leading tech.
Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan. Remember to always work with a financial advisor when starting out to avoid being exit liquidity.
I’m working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 50% SCHD, 25% SCHG, and 25% VOO, thanks to my CFA. This strategy has helped me earn $36,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
@@SeanTalkoff Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals
Sharon Ann Meny, is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
9:47 Please let the guest finish their thoughts and responses before asking questions. It seems like many valuable insights are being missed due to interruptions.
I love listening to you and I hope the government should also listen and educate children in schools about financial independenceand life lessons from it. Thank you brother.😊😊😊
This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!.
Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to kiana rachel
She's recognized as 'Mrs Kiana rachel . One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well diversified portfolio, that has experienced exponential growth. It is not about having money to invest in stocks,but also you need to be knowledgeable, persistent, and have strong hands to back it up.
My income 5 K per month. My passive income 10K per month (rented a room by my father) My Expenses 3K a month. So my net income = 5+10-3=12K per month. Out of 13K I invest 8K per month in Mutual fund and keep 4K per month as emergency. So, now I am FREEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
Plz give respect to guest. He is such a genuine person. Ready to share his knowledge, but, you have some other things in your mind. My observation: Your eyes speak lot about your attitude. You are not eligible to take interview/podcast of this kind of genuin guest.
As the host, it is important to allow the guest to speak without interruption, regardless of their level of experience. This approach can help ensure that you do not miss out on valuable insights.
I can understand Sharan's excitement, but this one episode I felt he could have let his guest speak more without interrupting. Still a great interview. Keep it up!
@sharan- 2 points worth considering: 1. Passive income at 6x of active may not be true because diversified passive returns maybe hard to measure, since he re-invests the money in stocks/ MFs 2. How much of Rs100 networth came from stocks? 70-80% again maynot be true because it's hard to measure. I may have invested 60% of my salary consistently over 20 years in stocks, but what % of my net worth is due to stock gains is hard to quantify
Great share. Lots of take-aways : Maintain a growth mindset, be open to change, take some risks, invest a portion in IPO's/new companies, try to understand the business of companies that you are investing on and most importantly don't be selfish. Give more to get !
Dude let people complete their thought process. Don’t keep interrupting like this. You don’t have to paraphrase everything he is saying after every sentence. This was a painful watch.
I think he dont have good listening ability. Apart from his English, i don think anything else as content. Please Let the knowledgeable people speak. Sometime you dont need to be smart in front of sucb stalwart people. I hope team 1% club will understand.
There may be. Mistake with sharan but he is doing a good job let him rectify with more experience let give him an appreciation so that he can do more such video’s no one is perfect he is just started only. Well done sharan go on and do more you will be good in this future.
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I've been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience. If you're new to investing or don't have much time, it's best to get advice from an expert.
the power of compound interest and the long-term potential of investing in index funds like the S&P 500. For many, passive investing in broadly diversified funds can be a reliable strategy over time.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
I'm actually interested in this idea of investing through an analyst. Sounds like the most sensible thing to do in the market right now. Could you give me a pointer to who you work with, please?
What is the point? He is making more money than he or his kids will be able to enjoy. I prefer laziness. Make enough money and after that stop and enjoy it.
Once you reach that , you won't like to sit and enjoy. You will continue that because you will reach it only if you like it. If you like it , you won't leave it.
@@justMRV exactly then what is the point of becoming FI. The whole idea of becoming FI is if you hate your job. If you love your job, then spend the money and enjoy, no need to save so much and live poor and die rich
Your videos have been truly impressive! As one of your regular viewers, I've been following your content closely for a while now. I'm very interested in making an investment, but I’m still having trouble identifying the right opportunity to fully commit to. I would greatly appreciate any guidance or suggestions you might have in this area.
GREGORY LEO CATTEL is the licensed FA I work with, I can't speak much about him you should make a search with his name, you'd find the necessary details to schedule an appointment.
I started working with Coach Gregory Leo Cattel back in August, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record.
Experts like GREGORY LEO CATTEL provide extensive knowledge and experience, helping clients craft tailored financial strategies to achieve their goals. Recognising the importance of expert guidance is crucial for effective management and risk mitigation.
Wasted Opportunity to get great insights from such an experienced person. Sharan, Let the guest speak.
So true
KPIT Tech business operations and other aspects explained in detail ruclips.net/video/cCugkEG6YE0/видео.htmlsi=9jMBgTJDiWaUQFWT
So true.
True😢
True
Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Instead of trying to predict and prognosticate the stability of the market and precisely when the change is going to happen, a better strategy is simply having a portfolio that’s well prepared for any eventually, that’s how some folks' been averaging 150K every 7week these past 4months according to Bloomberg.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
"Rebecca Nassar Dunne" is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Please don’t interrupt the guest . Wasted opportunity
Agree, we r here to listen to the guest, not the host.
I felt that in his other interviews, but here it looks like he was just putting the gust back on track, considering time.
There was another interview where a lady was narrating her family story instead of talking finance.😂
Yes
Looks like he is taking interview and want to finish in 10 mins
Yes. Ye Iska Ganda aadat hai...hamesha hoshiyari pelta rehta hai...
Let him speak brother..
Exactly
I felt the same
Exactly let the guest speak!
I'm also
Let the guest speak. You don't allow him to finish.
I’d be retiring or working less in 5 years, and curious to know how best people split their pay, how much of it goes into savings, spendings or investments, I earn around $190k per year but nothing to show for it yet. Wondering if they're any short term opportunities I can invest in.
target date funds made me a multimillionaire but i also watched them drop 40% in a very short time and take a long time to recover. my best suggestion is that you seek the guidance of a fiduciary to avoid mistakes
Great! mind if I look up your advisor please? only invest in my 401k through my employer as of now, but enthused about investing for my eventual retirement.
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Judith Lynn Staufer turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
Thanks for sharing. i searched her full name and found her web instantly. After reviewing her credentials and conducting due diligence, i reached out to her.
Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as stock, EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE
consider investment planning, learning from a well experienced advisor is invaluable
True. My portfolio was diversified across several markets with the help of a financial planner, and were able to achieve over a million in net profit among high dividend yield equities, ETFs, and bonds. It is vital that you have a variety of exposure, including in firms that are currently generating cash flows.
You seem to know the market better than we do, so that makes great sense. Who is the guide?
“LAURELYN GROSS POHLMEIER ’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon. Thanks
Sharan, Pls allow the guests to speak out their thought flow and then ask questions or confirm what they have said.
So true.
Irritating
So true..
Agree with these comments. Driving the conversation so much will make guests underpowered and they cannot impart the experience and knowledge effectively, which is I guess opposite of what you want to do with the podcast. Give them some space. By the way, you’re doing a great job.
I've self-managed my portfolio for 30 years, including 3 Berkshire Hathaway Class A shares (BRK:A) bought in the mid-90s for $17,000 each. I'm now liquidating some positions for new Gen stocks. Should I reinvest in gold? is your strategy enough to amass wealth?
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 28k cash account, 50k in car assets ( paid off cars) Gold and silver bars. age is 43. My advisor helped me realign my portfolio to my risk tolerance and it boomed shortly.
Melissa Jean Talingdan is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Melissa Jean Talingdan is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.
This video indicates you don't need a high IQ to be a good investor, just 2 qualities, self discipline and a lot of patience. Investing is mostly about behavioral psychology. How can I generate more income to retire with at least $3m for long term care?
We share common goal, making sure you are ready for your later years is very important. That's why passive investing works, low costs, better diversification and it enables people to overcome their behavioural bias especially if they engage professional help.
@@gregorywhem It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $45k passively by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving, great wealth managers will always make returns.
@DanielPanuzi I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.
I've stuck with the popularly ‘’Jennifer Leigh Hickman” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Thank you for sharing, I must say, Jennifer appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled
Everyone’s been preaching investing lately as a source of passive income but with a 70 hour weekly jobs and limited knowledge of financial instruments, how can I actually stay on top of things, I see every RUclips video saying BUY BUY! But when and how do I sell for profit at the right time?
I believe the safest approach is to diversify investments especially under professional; guide. You can mitigate the effects of a market meltdown by diversifying their investments across different asset classes such as stocks, etfs etc It is important to seek the advice of an expert.
Review your portfolio with a professional and don't make the same mistakes again. Diversify, as in your stock portfolio, and hopefully consult a professional. The key to building wealth is long term. I learned 30 years ago that you have to keep emotions (rookie) out of your investment decisions at all cost. Now, i've made over 800k in profits from my 350k investment.
That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this coach?
'Carol Vivian Constable is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and i hope she gets back to me soon.
Your content is really great but you should consider allowing guests to speak more, and may be use questions to give a structure to the discussion, there were way too many interruptions which may not be taken well by many guests.
It's true😅
That's very rude to interrupt the guests. Let the guest speak. You brought such respectable people to the platform you have already proven you are good.
I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.
Diversify your holdings across several asset types to reduce risk rather than putting all of your eggs in one basket. If you don't know a lot about finances, speak with a financial expert.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
@@PatrickLloyd- pls how can I reach this expert, I need someone to help me manage my portfolio
Sophie Lynn Carrabus is the advisr I use and I'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Pls allow guest to complete his part 🙏
Hi! I'm from New Delhi looking to start investing in the US stock market with $80-100k. Should I focus on index funds or individual stocks? Also, any tips on handling currency exchange rates? Thanks!
With $80-100k, I'd suggest a mix of index funds and a few individual stocks. Diversify and watch currency rates by converting in smaller amounts. Good luck!
Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made my first million with a liquid 200k. Invested it with a CFP here in TX, I get weekly pay out which I invest back on long term ETF's. Google will be a huge buy for me when the market bottoms.
I’m glad I found this conversation. My risk tolerance is high, and I want to take advantage of the upcoming market run. Can you direct me to your CFP?
*Marissa Lynn Babula* is the licensed CFP I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Bhai tu khud hi bolega to Speaker kya bolega
😂
He is fresher... still learning...it's OK
100 cr investment doesn't give experience
Bolne ka interest sunme mai nayye.
Had to stop after 5 mins. Heard mostly the host speaking, and frequently interrupting the guests story flow... Making shorts where you only speak is a different skillset than interviewing and actively listening. I will be back for future episodes if the guests are interesting, but I will listen to the full episode if I hear the guest rather than the host speaking
He is not allowing Viren to explain properly before viren answer he keep on speaking
I'm an aspiring trader who would rather learn from other traders' experience than investing in the market myself, in anticipation of the next bull run. What are your thoughts on copy trading as well? Do individuals actually earn a living? Just trying to get some reassurance. I want to have a healthy portfolio worth at least $850,000. Reliable inputs please.
The strategies are quite rigorous for the regular. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $130k in passive diversified safe-haven assets, Up 358k so far and pretty sure I'm ready for whatever comes.
Talking about advisors, do u consider anyone worthy of recommendations? I have about 100k to taste the water now that large cap stocks are at a discount... Thanks.
MICHELE KATHERINE SINGH is the licensed advisor I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thanks, I found it. I booked a call with her on her website, her résumé seems pretty tight.
I understand that this is not an interview rather a conversation or podcast, but please consider letting the guest speak more. You seem fixated on getting relevant points out of them. That approach feels restricted. Let it be a more free flowing convo
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family...
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks..
@@johnawara9719 Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY* , a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.
@@SamsonKempston Oh please I’d love that. Thanks!
@@johnawara9719 *MARGARET MOLLI ALVEY*
Lookup with her name on the webpage.
Sir Ronal’ has offered profits to investors who wish to recover losses including myself and it’s a great honor to be part of them 🥳
he’s mostly on Telegrams, using the user.
# Ronalfx2
Following you has been an amazing journey . you have shown me the best way to earn much better profits despite the bad economic situations, God bless you with more knowledge Ronal’...
I'm favoured financially, Thank you Ronal’
$32,000 weekly profit regardless of how bad it gets on the economy
May Allah bless Ronal’ for his help. I’m glad my doubts have been cleared, and i received my profit from last week’s investment. Keep up the great work
I didn't like saying such a senior guy you gujjus. Not your friend bro! Be respectful.
I completely agree
Chor
Right
Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.
Reason I decided to work closely with an brokerage-adviser ever since the market got really tensed and the pressure became so much(I should be retiring in 17months) so I've had an brokerage-adviser guide me through the chaos, its been 9months and counting and I've made approx. 650K net from all of my holdings.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Stopped watching at 7 min , sharan not allowing guest to speak is irritating.
ikr, its like a second-hand embarrassment.
Me too I'm leaving this interview
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
Could you possibly recommend a CFA you've consulted with?
Her name is. MARY TERESE SINGH . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
This podcast should be more than current length, it seems rushed.
Absolutely amazing learning and valuable podcast
Would love to see him address future occurring risks and how he handles these situations. As for me, Even with my healthy cash reserve I can't figure buying into moat heavy, cash flow grantors, buy on dips, and enjoy the bull markets when they happen.
I need the market to go down some anyway. The small pullback at the beginning of the month wasn't enough. Many are overpriced now and buffet sold his. I was looking for a rough setback as I am eager to capitalize on the market.
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased.
Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.
I've stuck with ‘’Melissa Elise Robinson” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Sharan is breaking the flow, let him speak buddy we are here to listen him.
I think you are better off with reels. Podcasts are not for you. Check out your comments section. You will know what you don't have to do in your podcast.
The gentleman had so much to share and we had so much to learn but you don't ____ 😂😅
Even before watching the video I went to the comment section. And its so clear that the success has gone to Sharan's head! you have amazing knowledge Sharan, but it takes humility and wisdom to maintain success!
It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest $600K wisely to ensure our future security?
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.
My financial advisor has been a game-changer, providing clarity and boosting my confidence in navigating finance. With their help, I've achieved my goals faster than I imagined. Highly recommend!
Your advisor appears skilled. How can I contact them? I've recently sold property and aim to invest in stocks, seeking guidance.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Though it is slightly irritating that you interrupt guest, you are not letting them relax and getting all the answers we need. Kudos to you. Almost every minute of this video is useful.. kudos..🎉
I think everyone is not understanding the intent of this video and like to listen to longer stories. But your approach is good, you deliver bomabt value here.
Mr.Parekh is very good human with out any egos💐
He literally let the guest speak only 1 percent throughout the podcast. What man😌
Passive income > active income is NOT the FIRE condition. Passive income > expenses is.
That too he is considering the floating value of his investments
sounds good and have a proper clarity in your one line sir
His dividend is more than his expenses.... although he didn't speak about it here
Let the guest speak.
You are hindering his views by interrupting tooooo much.
If you want to speak only , then don’t call any guest
I think you should invite this guest again and let him speak comfortably without disturbing.. I believe he had a lot more to share than this.
I really do have a question. For someone with less than $5,000 to invest, how would you recommend we enter the market? I am looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What’s your take on this approach?
I've been trading by myself. I'm not really happy with what's going on, just few weeks ago I lost about $7,000 in a particular trade. Can you help me out or at least advise me on what to do?
I will advise you stop trading on your own if you keep losing. And i don't trade on my own anymore, I always required help and assistance from my personal financial advisor < Elizabeth Rose>
YES!!! That's exactly her name Elizabeth Rose so many people have recommended highly about her and am just starting with her from Brisbane Australia🇭🇲
Legend says "If you don't find a way to make money while you sleep, you are fated to die working" and it turned out to be true.
This sounds so good and I would like to be a party to this, is there any way I can speak with her?
Too arogant not to listen to his viewers. Quality of questions is too poor since he thinks that if he speaks he is intelligent or attract viewers. Too bad sharan boy
My outlook on money changed when I realized someone making $300,000 can retire broke & someone making $80,000 can retire a multi-millionaire. With the current market movement, you have $60k to invest. Where are you investing it?
I believe a healthy portfolio has 3 things, at the bare minimum: Exposure to ETFs for increased diversification, Exposure to assets that generate cash flow like dividend stocks, Exposure to market-leading tech.
Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan. Remember to always work with a financial advisor when starting out to avoid being exit liquidity.
I’m working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 50% SCHD, 25% SCHG, and 25% VOO, thanks to my CFA. This strategy has helped me earn $36,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
@@SeanTalkoff Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals
Sharon Ann Meny, is the licensed advisor I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
You talk to much
9:47 Please let the guest finish their thoughts and responses before asking questions. It seems like many valuable insights are being missed due to interruptions.
I love listening to you and I hope the government should also listen and educate children in schools about financial independenceand life lessons from it.
Thank you brother.😊😊😊
Hopeless Sharan, not even allowing guest to speak 😢
Please let guest to speak he is such a experience person
Let the other person open up don't pitch in , n disturb the flow...
Usually such podcasts are more than an hour long. He is bringing all this knowlege in less than 20 mins by asking the right questions.
1 hour of value is much better than 20 minutes of no value
This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!.
Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to kiana rachel
I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading.
How can someone know a professional broker when legit once are hard to find this days
She's recognized as 'Mrs Kiana rachel . One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well diversified portfolio, that has experienced exponential growth. It is not about having money to invest in stocks,but also you need to be knowledgeable, persistent, and have strong hands to back it up.
My income 5 K per month.
My passive income 10K per month (rented a room by my father)
My Expenses 3K a month.
So my net income = 5+10-3=12K per month.
Out of 13K I invest 8K per month in Mutual fund and keep 4K per month as emergency.
So, now I am FREEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
This old man got my attention and respect ❤
Plz give respect to guest. He is such a genuine person. Ready to share his knowledge, but, you have some other things in your mind.
My observation: Your eyes speak lot about your attitude. You are not eligible to take interview/podcast of this kind of genuin guest.
Honest opinion: Host should avoid loose talk, please respect the guest. Unfortunate that such attitude irritates and drive away the viewers.
As the host, it is important to allow the guest to speak without interruption, regardless of their level of experience.
This approach can help ensure that you do not miss out on valuable insights.
This is not a debate, hence please allow the speaker to talk and complete first.
I can understand Sharan's excitement, but this one episode I felt he could have let his guest speak more without interrupting. Still a great interview. Keep it up!
Interrupting the guest is actually a wasted opportunity to understand better. Host has to learn these very very basic etiquettes.
@sharan- 2 points worth considering:
1. Passive income at 6x of active may not be true because diversified passive returns maybe hard to measure, since he re-invests the money in stocks/ MFs
2. How much of Rs100 networth came from stocks? 70-80% again maynot be true because it's hard to measure. I may have invested 60% of my salary consistently over 20 years in stocks, but what % of my net worth is due to stock gains is hard to quantify
u asking like you are the police officer 😂
It was so fast... But atleast I watched it completely because of that
True
Great share. Lots of take-aways : Maintain a growth mindset, be open to change, take some risks, invest a portion in IPO's/new companies, try to understand the business of companies that you are investing on and most importantly don't be selfish. Give more to get !
Amazing podcast! Its crazy he earns so much passive income!🙌💯
Sharan be asking all the right questions
Dude let people complete their thought process. Don’t keep interrupting like this. You don’t have to paraphrase everything he is saying after every sentence. This was a painful watch.
I like this man.... Nice person
Keep some silent yourself and let your guest to talk 😂😂😂😂😂
This dude will never learn
I think he dont have good listening ability. Apart from his English, i don think anything else as content. Please Let the knowledgeable people speak. Sometime you dont need to be smart in front of sucb stalwart people. I hope team 1% club will understand.
Active(Speaker) talking 1x, Passive (Interviewer) talking 6x
Pls let him speak
One of the best session's so far
This is not a podcast, it is more like an interrogation. Sharan, join CBI please and stop wasting viewers time. We like to hear from the guest more.
Absolutely agree.
Very honest interview, we need to pullout legends like this,
Bhai, you have asked right questions, but instead of hearing to the guest, you are only answering the questuons..plz learn to hear the guests
4ra having Finch as an ambassador adds a layer of trust and class to their events pure quality
Please do your work proper Saran....We are here to listen to the guest with decent insights....
Thank you sir. Thank you Sharan
Reasons why everyone cannot become a podcaster.
Let the guest speak he is very knowledgeable
Strangely I did not find him to be interfering at all . .. Felt like he asked obvious questions at the right time . ..
I thought I am the only one. not sure why so many people commenting negatively.
He is asking the right questions. I agree but he was asking even before the guest completed talking about the previous question. It's not good.
Clean & Clear.
Sharan's 1% includes Only Him, as others in his Podcast are Guest....😂
There may be. Mistake with sharan but he is doing a good job let him rectify with more experience let give him an appreciation so that he can do more such video’s no one is perfect he is just started only. Well done sharan go on and do more you will be good in this future.
Let him speak, man. You're intervening too much. 😢
Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I've been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience. If you're new to investing or don't have much time, it's best to get advice from an expert.
You're absolutely right about that
the power of compound interest and the long-term potential of investing in index funds like the S&P 500. For many, passive investing in broadly diversified funds can be a reliable strategy over time.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
I'm actually interested in this idea of investing through an analyst. Sounds like the most sensible thing to do in the market right now. Could you give me a pointer to who you work with, please?
excellent gentle man to hear to.
Sharan let someone else do podcast. Its definitely not your cup of tea
True
absolutely brilliant narrative !
What is the point? He is making more money than he or his kids will be able to enjoy. I prefer laziness. Make enough money and after that stop and enjoy it.
Once you reach that , you won't like to sit and enjoy. You will continue that because you will reach it only if you like it. If you like it , you won't leave it.
@@justMRV exactly then what is the point of becoming FI. The whole idea of becoming FI is if you hate your job. If you love your job, then spend the money and enjoy, no need to save so much and live poor and die rich
worth listening
Sharan, there is a word in English, have you heard of it. It's 'Shut-up!!!'
Thank you
Your videos have been truly impressive! As one of your regular viewers, I've been following your content closely for a while now. I'm very interested in making an investment, but I’m still having trouble identifying the right opportunity to fully commit to. I would greatly appreciate any guidance or suggestions you might have in this area.
GREGORY LEO CATTEL is the licensed FA I work with, I can't speak much about him you should make a search with his name, you'd find the necessary details to schedule an appointment.
I started working with Coach Gregory Leo Cattel back in August, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record.
Experts like GREGORY LEO CATTEL provide extensive knowledge and experience, helping clients craft tailored financial strategies to achieve their goals. Recognising the importance of expert guidance is crucial for effective management and risk mitigation.
I just Googled his name and his website came up right away. It looks interesting so far. I sent him an email and i hope he responds soon.
Sharan let the guest speak !
Bhai baat karne de
hope to hear more such success stories, this one was a lot of wisdom
Don't just ask man, listen as well.
Thank you ❤
thanj you for this one to one convesation sharan you did a good job Learned a lot Very much thank you brother
It feels like it's a debate and not a discussion
Very good and informative. Thank you Sharan for getting Dhiren on the show👍
Very short and precise interview... thanks sharan
Thanks very much. Profound wisdom. Great insights.
Itna classy guest hai I wanted to listen to him
Thank you Boss!