Jab We Met Money: A Modern Couple’s take on Money Management | Cashvisory Podcast EP4

Join us for an enriching conversation on personal finance and life decisions with Utkarsh, co-founder of Cashvisory, joined by guests Prerona and Shrini (SRINIVAS). Prerona, a thriving entrepreneur and marketing agency owner, and Shrini, the co-founder and CEO of Coupl, offer their perspective on money management, investments, and navigating significant life milestones as a couple. Gain valuable insights and actionable tips to steer your financial journey and shape your future plans.
Key Highlights
- Prerona and Shrini share their journey and expertise in personal finance and entrepreneurship.
- Insights on managing finances as unmarried couples.
- Practical tips on balancing long-term goals with immediate financial requirements.
- Discussion on investment strategies, including thoughts of investing in real estate.
- Insights on instruments like money market funds, FDs, PPF, SIPs, etc.
- The decision-making process of buying versus renting a home.
- The importance of health insurance for financial security and peace of mind.
- Term vs Life insurance and which is better. The advantage of buying term insurance when young.
- Differentiating between secured and unsecured loans and how to use credit cards smartly.
Chapters
00:00 - Introduction
02:19 - Thoughts on money management for Unmarried couple
04:15 - Regarding their Instagram page
06:10 - Their start with money management
13:34 - Views on balancing long-term ambitions with short-term necessities
18:37 - Investments strategies
22:47 - Property as an investment
26:41 - Plan for kids or pets
29:58 - Views on having on health and life Insurance
33:11 - Thoughts on Secured and unsecured loans
36:18 - Buying health insurance as a corporate employee
39:34 - Bad financial decisions they have taken for love
42:46 - Conclusion

[@karanahuja0328]

What job do you both do?😅

[@pdfbookbazaar]

great podcast. my ears hurt a bit from the girl saying "yeah yes hm yes" every 10 seconds but they seem like a cute couple. keep it up

[@PreronaMukherjee-xz3zi]

Omg, so sorry for that. 😭