Strategy-post Retirement planning| lum-sum+swp |systematic withdrawal plan| mutual fund investment

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  • Опубликовано: 18 окт 2024

Комментарии • 68

  • @TheArtOfWealthBuilding
    @TheArtOfWealthBuilding  17 дней назад +1

    ✅To Consult Bhaven, CFP for your personal financial planning, click on the below link
    wa.me/919004789500?text=consultation%20details
    ✅ Or WhatsApp on - 9004789500

  • @emdadkhan458
    @emdadkhan458 17 дней назад +7

    Thank you sir ye sab muje aap ki video dekh k pata chala , i thought only SIP and SWP are two options to be financially freedom 😅

  • @HARDIKPatel-fv1gk
    @HARDIKPatel-fv1gk 9 дней назад +1

    bhaven Sir super.... i watched 3 times to understand fuuly concept....thank you for clear my doubt

  • @BaileyJames-zv2ddd
    @BaileyJames-zv2ddd 12 дней назад +23

    I just got fired, and I'm 39 years old. Now that I have 425K saved for an early retirement at age 50, 10K in an HSA, and a property that could yield an extra 200K, what possibilities do I have for a steady stream of income?

    • @AlexClarkcompany
      @AlexClarkcompany 12 дней назад

      It’s reasonable to consider getting a financial advisor now, but delaying retirement might be a wiser choice

    • @BaileyJames-zv2ddd
      @BaileyJames-zv2ddd 12 дней назад

      Is it time for a career shift or should I consolidate my investments into a single account? If I go for the latter, how do I do it right, and what could be the drawbacks? Plus, with a $200K property sale on the horizon, should I combine my investments or diversify them across different markets?

    • @LouisMorganxb3
      @LouisMorganxb3 12 дней назад +1

      These are crucial questions for a financial planner. I met mine at a NYSE summit, and with her help, my wife and I reallocated our $1.7M portfolio between a traditional IRA and a brokerage account. She’s been making investments with our approval and has helped us recover twice our losses. We’re holding steady and carefully navigating more markets

    • @OscarOwenn
      @OscarOwenn 12 дней назад

      That is really great! My portfolio is not doing well. Who is your professional?

    • @LouisMorganxb3
      @LouisMorganxb3 12 дней назад +1

      June Renae Matthysse. Look her up online, she is well known

  • @binod-w8b
    @binod-w8b 17 дней назад +2

    Finally, found a very helpful video on the swp topic. ❤

  • @sahoox
    @sahoox 11 дней назад

    This is awesome ... very well articulated and informative

  • @aryajha2393
    @aryajha2393 17 дней назад +1

    Best SWP explanation till date

  • @vineethnair7919
    @vineethnair7919 17 дней назад +2

    Another informative video, great knowledge been shared. Keep up your good work

  • @balukrishna3564
    @balukrishna3564 14 дней назад

    Good sir... First yime i have came and subscribed...❤🎉❤

  • @yedekhakya
    @yedekhakya 17 дней назад +1

    On a serious note this video is a must watch and should be shared as much as possible.

    • @VJ_Trader
      @VJ_Trader 15 дней назад

      True very nice 👌 video

  • @yedekhakya
    @yedekhakya 17 дней назад +1

    Wow what a video..
    Some Chakiku would have been definitely hurt after watching it

  • @JacklynHerrera-wj7zm
    @JacklynHerrera-wj7zm 17 дней назад +29

    Great content! Considering that I'm 41 and facing a job loss, I'm reviewing my financial plan. What investments should I make with $425,000 saved for retirement, $10,000 in an HSA, and a property that could generate me an extra $250,000?

    • @HelenChaseKiddyEnamaine
      @HelenChaseKiddyEnamaine 17 дней назад

      it's reasonable to consider hiring a financial counselor at this stage, but delaying retiring for a while may be a more wiser choice

    • @JacklynHerrera-wj7zm
      @JacklynHerrera-wj7zm 17 дней назад +1

      I'm wondering if I should merge all of my investing accounts into one. How should I proceed and are there any repercussions I should be aware of if I decide to do this? In addition, I plan to sell my property, which could result in an additional 200K over time. Is it better to diversify over a few different industries or combine everything into one investing account?

    • @janicerhansenmx679
      @janicerhansenmx679 17 дней назад +2

      These are crucial questions for a financial planner. I met mine at a NYSE summit, and with her help, my wife and I reallocated our $1.7M portfolio between a traditional IRA and a brokerage account. She’s been making investments with our approval and has helped us recover twice our losses. We’re holding steady and carefully navigating more markets

    • @ms_christinejones
      @ms_christinejones 17 дней назад

      That is really great! My portfolio is not doing well. Who is your professional?

    • @janicerhansenmx679
      @janicerhansenmx679 17 дней назад +3

      June Renae Matthysse. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment

  • @aviahi
    @aviahi 16 дней назад +1

    Beautiful explanation. Must watch and share

  • @drnaishadhjivrajani7077
    @drnaishadhjivrajani7077 17 дней назад +1

    Thank you boss ....mazaa aa gaya ...kaafi new information mili....kya intelligently manage Kiya hai 50L retirement corpus ko....waakehi mai financial planner ki help Leni hi chahiye

  • @sagarodisha
    @sagarodisha 17 дней назад +1

    A sensible explanation, to avert late age volatility of the security market.
    +1 Subscriber

  • @feelgratitude6678
    @feelgratitude6678 17 дней назад +1

    Thanks sir
    Simple and easily explain

  • @mohammedammaarsabir645
    @mohammedammaarsabir645 17 дней назад

    Thanks u removed my confusion which i had after seeing that ideat video which u discussed in ur this video.

  • @harshalshinde5076
    @harshalshinde5076 17 дней назад +1

    Nice and detail briefing in SWP to avoid confusion in investors as well as learner 👌👌
    Having few queries on swp funds
    1.can we do top up in our ongoing swp fund.?
    2.which app or organization providing swp facility in there dmat account?

  • @MrKatzzy
    @MrKatzzy 14 дней назад

    Nice retirement planning video. 👍🏼😊

  • @MajidPinjari-tz2ce
    @MajidPinjari-tz2ce 17 дней назад +1

    Aapke channel ke video se hame kuch kuch sikhne ko milta hai main chahta hu 48ki yej me gar bnaye ya investment kare es par koi video banaye hame Khushi hogi

  • @AmanSharma-rs1dz
    @AmanSharma-rs1dz 17 дней назад +1

    Sir swp agar krna ho toh conservative hybrid fund safest aur best hain kya 9- 10% ka return easily milega ?

  • @amiyarout1037
    @amiyarout1037 17 дней назад +1

    Thank you, Bhaven. I was looking for such details as I know SWP is a good retirement tool. after watching this video I have no doubt on this tool. 😀
    I have gone through the video, there explained SWP is a scam.

  • @manojvarghese6783
    @manojvarghese6783 15 дней назад

    Super content 👌

  • @GauravKumar-fd5uc
    @GauravKumar-fd5uc 17 дней назад +1

    Thank You Sir

  • @MrPraveenroyal
    @MrPraveenroyal 16 дней назад +1

    Ankur wariko😂😂 not harmed here😂

  • @bijoyghosh5937
    @bijoyghosh5937 17 дней назад

    Thank you very much ❤❤❤❤

  • @pravindabhade185
    @pravindabhade185 17 дней назад

    Thank you...❤

  • @sujitbarua4919
    @sujitbarua4919 17 дней назад +1

    GIGL 😂 sahi kiya sir video bnayi 👍

  • @ashokpanchal4075
    @ashokpanchal4075 17 дней назад +1

    Thanks...

  • @rumiyachatterjee9327
    @rumiyachatterjee9327 17 дней назад +1

    Thank you

  • @suryanarayanamv8401
    @suryanarayanamv8401 17 дней назад +1

    Thannk Q

  • @sagarmore5036
    @sagarmore5036 4 дня назад

    I fail to understand.... As u mentioned that to invest some amount in aggressive hybrid funds @12% .... But here 13 lakhs has grown quite less as comparsd to 20 lakhs invested @ 8% interest.... Am. I missing something bhaven

  • @DeepakKumarHans1968
    @DeepakKumarHans1968 17 дней назад +1

    Nice

  • @meishenandhelgachen5934
    @meishenandhelgachen5934 17 дней назад +1

  • @animeshmishra4995
    @animeshmishra4995 17 дней назад +1

    swp se home loan aur car loan ap hi pay krwa rhai the na 😂😂😂

  • @sm5620
    @sm5620 17 дней назад +1

    Chakiku❌
    Warikoo✅
    😂😂

  • @mehak01271
    @mehak01271 8 дней назад

    Warikoo ko chakiku acha tha bhai

  • @ATUL_SINGH90
    @ATUL_SINGH90 17 дней назад +1

    Chakiu means Wariko😂😂

  • @manjeetpatil241
    @manjeetpatil241 17 дней назад

    I think you are talking about GIGL

  • @selvamdhanushkodi2752
    @selvamdhanushkodi2752 16 дней назад

    Boss u boosting unnecessarily 😂

  • @ryukgaming1503
    @ryukgaming1503 16 дней назад

    There is no tax on fd income if its less than 3 lacs as you will not fall in any tax bracket.. please don't give wrong information

    • @dhirajsharma663
      @dhirajsharma663 16 дней назад

      Tds lagta hai 10k fd return se jyada par

    • @ryukgaming1503
      @ryukgaming1503 16 дней назад

      @@dhirajsharma663 40k ke upr lagta hai..and 60+ age walo ko 50k ke upr ....and alag alag bank me rhega to bhi nai lagta ...like 10 banks me fd rhegi unme less than 40k interest rhega each bank me to bhi nai ktega tds....and kisi bhi bank me 5 lac ke upr deposit nai rakhna kyuki bas 5 lac Tak ki guarantee leti hai rbi.... Ye knowledge ye ek single RUclips video nai dega

  • @vkas06
    @vkas06 17 дней назад +1

    Chaaki koo😂

  • @sanjaykishore7085
    @sanjaykishore7085 16 дней назад +1

    Thank you. Want to contact you.

    • @TheArtOfWealthBuilding
      @TheArtOfWealthBuilding  16 дней назад

      You may visit
      Www.theartofwealthbuilding.com
      Or what’s app on 9004789500

  • @HARDIKPatel-fv1gk
    @HARDIKPatel-fv1gk 16 дней назад

    Thank you Sir....

  • @drprashanttanna5696
    @drprashanttanna5696 16 дней назад

    ThankYou 😊

  • @chaitus316
    @chaitus316 16 дней назад

    Thank you

  • @VJ_Trader
    @VJ_Trader 15 дней назад

    Thank u

  • @jayeshrathod1261
    @jayeshrathod1261 17 дней назад +1

    ❤❤❤

  • @amit5036ma
    @amit5036ma 10 дней назад

    Thank You Sir