How to Create a Simple Financial Plan

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  • Опубликовано: 17 ноя 2024

Комментарии • 93

  • @reignbavarian02
    @reignbavarian02 4 года назад +47

    A philosopher once said, "A peso for your 'want' is a peso away from your 'need'."

  • @MariaGarcia-gv8hj
    @MariaGarcia-gv8hj Год назад +16

    Now I have more knowledge about personal finance. I just subscribed to your channel. Big ups to everyone working effortlessly trying to earn a living while building wealth in this recession. I’m 45 and my husband is 51, we are both retired, no debts. We are planning on relocating to Thailand. We are currently living a frugal and financially savvy lifestyle and generating passive income even during this recessionary period. Our commitment to saving and investing in the financial market has enabled us to maintain this lifestyle and continue earning monthly passively through investment.

    • @lovetypauline6530
      @lovetypauline6530 Год назад

      Congratulations on your early retirement, Interesting indeed! Currently, I am in dire need of investment advice or tips. Last year, I hesitated and failed to take any action until the year concluded. However, this year, I am determined to try something new, as I am very receptive to various investment ideas. I want to be retired in my forties or fifties.

    • @MariaGarcia-gv8hj
      @MariaGarcia-gv8hj Год назад

      No problem at all! If you're seeking to earn substantial profits from your investment, I would suggest determining your investment horizon and implementing a long-term plan. I worked with Claire Martha Magalhaes to create a long-term investment strategy, and she assisted us in managing our investments while we focused on my jobs without any concerns.

    • @lovetypauline6530
      @lovetypauline6530 Год назад

      Thank you for your advice. It's challenging to find a reliable investment advisor here, and I appreciate your input. Seeing the successes you've achieved through investing, I would love to have access to your investment advisor's information if you wouldn't mind sharing it.

    • @MariaGarcia-gv8hj
      @MariaGarcia-gv8hj Год назад

      I work with *CLAIRE MARTHA MAGALHAES* ,who is based in the United States. If you would like more information about her, you can conduct a search online. She even got featured on CNN recently.

    • @davidomcculloch3109
      @davidomcculloch3109 Год назад

      Maria, Thank you for talking about your financial consultant. I will definitely look her up and try to get in touch with her. I have realized that relying solely on RUclips videos and attempting to manage my finances on my own hasn't been very effective.

  • @johnluigilamarca8137
    @johnluigilamarca8137 2 года назад

    Salamat po bakit ngyon ko lang kayo npanood pweo finally hehe

  • @joeperalta9341
    @joeperalta9341 4 года назад +3

    Thanks for this video sir Fitz and sir Renzie, informative na tska enjoy rin makinig, nakaka boost rin ng hopes and dreams e, solid kayo mga sir. More videos like this please.

  • @hilberthipolito9813
    @hilberthipolito9813 3 года назад

    Sana may TV show po kyu para ma-educate lhat ng mga kababayan natin.

  • @jomelsayson9828
    @jomelsayson9828 4 года назад +1

    This channel deserves more subs..congrats to you mga sir.

  • @Roberto-un4tk
    @Roberto-un4tk 4 года назад +4

    POWER! GRADUATING STUDENT AKO PERO FEELING NASA ADULTING PERIOD NA. SALAMAT PO SA SO VERY CLEAR AND HAPPY ADVICE.

  • @erishvalle1200
    @erishvalle1200 4 года назад +4

    Thank you po super Ganda Ng mga advice nyo I luv watching you in you tube very helpful Ang advice nyo 😊🎉

  • @bernabemariano7025
    @bernabemariano7025 3 года назад

    Im learning from you guys that made me to save and invest

  • @JennilynsJournal
    @JennilynsJournal 4 года назад +3

    Super love your channel po :) kayo po nahing inspiration ko dito sa youtube channel ko and sa real life.😘😍

  • @braska08
    @braska08 4 года назад

    I like your vlogs. Very informative. Parang kausap ko lang po kayo sa kapihan. Hahaha, thank you po.

  • @richellemercado9280
    @richellemercado9280 4 года назад +1

    Thanks guys for this very informative video 👍👍👍

  • @adamsaaronbernabe7128
    @adamsaaronbernabe7128 4 года назад

    Sobrang Helpful po ng nga videos nyo Sir, napakadami ko pa lalo natutunan at nacocorrect din sa sarili ko (as financial advisor)

  • @aradiz7304
    @aradiz7304 4 года назад +1

    thank you po!!! 😘 malaki pong tulong ng tinuturo nio. more power and blessings

  • @mommy244
    @mommy244 4 года назад +1

    Thank u for sharing mga Sir. Super cool nyong dalawa. More video please.
    From: Momshie Carl and baby Cat

  • @cieloangelic2176
    @cieloangelic2176 4 года назад

    Dami ko pong natututunan sa channel nyo po. ❤️ More power po!

  • @euginepaulrubin2615
    @euginepaulrubin2615 4 года назад

    Thank you po sa mga tips ninyo. Very helpful on my end.

  • @eduardojr1931
    @eduardojr1931 4 года назад

    thanks po.

  • @coldenhaulfield5998
    @coldenhaulfield5998 4 года назад +1

    Very timely para sakin! Salamat po.

  • @knickknacks8328
    @knickknacks8328 4 года назад +1

    present 🙋tamang taman this january..salamat po Godbless

  • @codenameacero2616
    @codenameacero2616 4 года назад

    Excellent topic 👍👍👍

  • @samboy4193
    @samboy4193 4 года назад

    galing po talaga purong pagtulong salamat po

  • @roelbayronjr5723
    @roelbayronjr5723 4 года назад

    Solid ng mga video niu sirz..
    🤘😎👌
    I'm learning a lot.

  • @tomtom18-i2i
    @tomtom18-i2i 4 года назад

    Another worthwhile topic to watch.
    Renzie ang fresh mo dito lol.

  • @annamargaritasantos3547
    @annamargaritasantos3547 3 года назад +1

    3 column financial plan:
    1st column- target year (date)
    2nd column- dreams / goal ie. travel, business, house, education, etc.
    3rd column- Est. budget for that goal/ how much you need

  • @graceramirez5024
    @graceramirez5024 4 года назад

    Thank you po sa inyo.. napaka informative and easy to understand ang mga explanations nio plus kulet puns.

  • @PinayInvestor
    @PinayInvestor 3 года назад

    Thanks for sharing your insightful tips about financial planning, Sir Rienzie and Fitz! Learned a lot from both of you. :) God bless!

  • @bernabemariano7025
    @bernabemariano7025 3 года назад

    I really admire you both guys coz your really think of the future and thanks for giving us advises on how to increase our finances, i hope you can convince others to invest others.

  • @paolotin6785
    @paolotin6785 4 года назад +1

    Thank you for this mga sir! Will start having my simple financial plan. Tho may part na parang magkakadoubt ka sa sarili mo kapag nakita mo na lahat ng gastos mo at isa ka sa may mabababang sweldo mapapatanong ka nalang kung kaya mo ba 😂 pero alam kong mali yon and it should motivate me, kudos sa inyo!

    • @WealthArki
      @WealthArki  4 года назад +2

      paolo tin thank you for your kind words. Please do share the learning and our videos, too!

    • @GhostGamerz2129
      @GhostGamerz2129 4 года назад +1

      I recommend reading RichDadPoorDad By Robert Kiyosaki for this kind of problem meron siyang sinasabi dun paano papaaganahin yung pagkafinancial genius natin :)

  • @christophernajorra2999
    @christophernajorra2999 4 года назад

    Thank you po sirs

  • @PaoloFernandEstrabo
    @PaoloFernandEstrabo 4 года назад

    Helpful video

  • @ja4284
    @ja4284 4 года назад +1

    Awesome content! Very helpful. Thank you 😊

  • @davegarcera4135
    @davegarcera4135 18 дней назад

    Mlpit n po 60k

  • @cess_262
    @cess_262 4 года назад

    Speechless ❤️❤️❤️❤️❤️❤️❤️❤️
    Very simple yet very informative

  • @lucy-vv6cw
    @lucy-vv6cw 4 года назад

    Thanks thanks for this!!!

  • @paoloolio1867
    @paoloolio1867 4 года назад

    Very informative :)

  • @laagankaayo
    @laagankaayo 4 года назад

    sapatos o vietnam? LOL thanks for thissss

  • @RagingSovereign
    @RagingSovereign 3 года назад

    Thank you for the informative video. I already have a VUL but I'm plannting to invest in mutual funds and stocka. Should i make a seaprate investment for stocks or just put my extra money on my VUL after paying the annual premiums for investment? Thank you

    • @WealthArki
      @WealthArki  3 года назад

      That would depend on your target amount. But usually, direct investing in pure instruments such stocks/mutual funds/UITFs have lesser charges and therefore, you maximize your money with them vs. a VUL.

  • @johncharllirazan3363
    @johncharllirazan3363 4 года назад

    Nga cers ano nga po Yung book nyo po?

  • @warrenreyflores6115
    @warrenreyflores6115 4 года назад

    Paano po ba maging gaya nyo. How and where can i start doing the same career as you?

  • @JV-wz6qb
    @JV-wz6qb 3 года назад

    San pwede mginvest

    • @WealthArki
      @WealthArki  3 года назад

      here’s our vid to guide you on that:
      ruclips.net/video/QN_XC2VgKcs/видео.html

  • @cristinecruz9327
    @cristinecruz9327 4 года назад

    Gud am po mas kailangan bumili po ba pag mababa ang stock market for long term katulad po ng sunlife

    • @WealthArki
      @WealthArki  4 года назад

      Cristine Cruz please do watch this vid of ours to answer that
      ruclips.net/video/mYH1vPxuWOg/видео.html
      Thanks!

  • @marlberroya3571
    @marlberroya3571 3 года назад

    anu yung bank na may ATM at may insurance na kasama?

    • @WealthArki
      @WealthArki  3 года назад

      BPI has. You may also check out Security Bank as well.

  • @samrativo
    @samrativo 4 года назад

    Ask ko po if you have facebook where you also upload videos

    • @WealthArki
      @WealthArki  4 года назад +2

      Sam Rativo we do upload this video on our FB page, Wealth Arki. Thank you.

  • @ven7605
    @ven7605 4 года назад

    thanks mga sir :)

  • @moneyinvolve2815
    @moneyinvolve2815 4 года назад

    Hello mga sir, nakita ko regards BTID videos niyo. Paano po magstart?

    • @WealthArki
      @WealthArki  4 года назад

      Carlo Nabanalan Good day! You may watch our videos on our insurance playlist as well as investing, Mutual Fund, and Insurance Playlist to know more how to start. If you still need more information, please do email admin@wealtharki.com to set an appointment with us. Thanks!

  • @jabbajed926
    @jabbajed926 4 года назад +2

    Thank you very much for the informative and helpful video. I can’t help to notice that your title is in English but the video is taglish. I believe you can grow your viewer and subscriber base if you fully transition to English as your tips and advices can be applied not just in Philippines.
    I hope this helps.

    • @WealthArki
      @WealthArki  4 года назад +1

      Rainman thank you for your recommendation. We will surely have that in mind as we grow our subscriber base.

  • @godwillcamitan540
    @godwillcamitan540 4 года назад

    Hello mga sir. Baka may suitable investments for working students na want to invest upto 2 to 5 yeaes. Thanks

    • @WealthArki
      @WealthArki  4 года назад

      Godwill Camitan you can go for UITFs or Mutual Funds but make sure you’re 18 already.
      Please do watch this vid where to invest to guide you:
      ruclips.net/video/QN_XC2VgKcs/видео.html

  • @katherinerogacion2466
    @katherinerogacion2466 4 года назад

    Thank you for this. Is it alright if one of you can check the financial plan that I created?

    • @WealthArki
      @WealthArki  4 года назад

      Katherine Rogacion you can send it to admin@wealtharki.com. Thanks!

    • @katherinerogacion2466
      @katherinerogacion2466 4 года назад +1

      @@WealthArki Thank you. I just sent it.

  • @ervinbotis9478
    @ervinbotis9478 4 года назад

    San kaya pwd mag invest boss 5k per month San mas malaki Ang return boss oh sa equity fund,,oh pag ibig ..salamat po sa reply

    • @WealthArki
      @WealthArki  4 года назад

      Ervin Botis we can give you a more accurate recommendation if we know more about your financial goals and resources and we can do this through our financial consultation.
      Please visit this link to learn more: www.wealtharki.com/consultation/
      Thanks!

  • @leakrisandadevilla2136
    @leakrisandadevilla2136 3 года назад

    ❤️

  • @mmwwuuaahh
    @mmwwuuaahh 4 года назад +1

    d to magagawa ng mga marami utang sa home credit heheh

  • @aileea8029
    @aileea8029 4 года назад

    What if hndi ngyari ung estimated goal/price?

    • @WealthArki
      @WealthArki  4 года назад +1

      ailee anunciacion those are two different matters with a different answers each.
      if the goal did not happen, money can be reallocated to other financial goals.
      If the price did not materialize, either the goal can be moved, changed or scrapped.
      Either way, a financial planner should be able to help you decide.

  • @marr3166
    @marr3166 4 года назад +1

    Or siguro same amount pero mas mabilis mo makukuha goals mo dahil sa interest

  • @christeltata9773
    @christeltata9773 4 года назад

    Gusto ko sana magpacoach

    • @WealthArki
      @WealthArki  4 года назад +1

      Christel Tata hi kindly email us at admin@wealtharki.com so that we can help you with the coaching service.

  • @albertmanansala1450
    @albertmanansala1450 4 года назад

    hello po sir. can i invest in mutual fund bond fund if my goal is to build my own house within 5 years? thank you!

    • @WealthArki
      @WealthArki  4 года назад +1

      Yes, that would be prudent and follows the principle of matching. For more details on that, please do watch this vid of ours:
      ruclips.net/video/QN_XC2VgKcs/видео.html

    • @albertmanansala1450
      @albertmanansala1450 4 года назад

      thank you so much sir Godbless po😊

    • @chamcee10
      @chamcee10 Год назад

      Probably Yes but it still depends on the amt you want to put in the MF as investment. Well, if you will invest 1M in your MF ROI wii be bigger but still not that very big. How much percent per annum will your money gain as an interest in the MF then if you have 1M ? I guess 8% That's still unpredictable! Approximately around 400k in 5 yrs!
      Better consult with an Insurance-MF agant/Fund Mgr. Goodluck and God bless.😊

  • @nathanielcatingcoy3029
    @nathanielcatingcoy3029 4 года назад

    Uitf/mf Equity or pagibig mp2 5 yrs horizon po? Tia :)

    • @WealthArki
      @WealthArki  4 года назад +1

      Nathaniel Catingcoy here’s our vid for that:
      ruclips.net/video/QN_XC2VgKcs/видео.html
      Thanks!

  • @nonicastillo5453
    @nonicastillo5453 4 года назад +1

    Arki gusto ko magkaroon ng investment sa stocks pero di ko alam mag start.Can you help me?

    • @WealthArki
      @WealthArki  4 года назад +2

      Noni Castillo please do watch our playlist on Stock Market. We have some videos on that there. Thanks!

    • @nonicastillo5453
      @nonicastillo5453 4 года назад

      Wealth Arki Salamat po mga sir.God bless po

  • @tiankeith9789
    @tiankeith9789 4 года назад

    😎😎😎

  • @Reymarkz
    @Reymarkz 4 года назад

    👍👍👍👍👍👍👍👍👍👍👍👍

  • @kaczarwin
    @kaczarwin 3 года назад

  • @panj9918
    @panj9918 4 года назад

    Vietnam for 2020.............then covid happened

  • @kowalczyk5644
    @kowalczyk5644 Год назад

    Hello

  • @samrativo
    @samrativo 4 года назад

    Ask ko po if you have facebook where you also upload videos

  • @warrenreyflores6115
    @warrenreyflores6115 4 года назад

    Paano po ba maging gaya nyo. How and where can i start doing the same career as you?