How to Invest in 40s | Complete Financial Planning Guide and Investment Portfolio
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- čas přidán 13. 06. 2024
- Personal finance guide on how to invest in 40s - complete financial planning in Hindi. Learn retirement planning and how to build wealth in your 40s with goal-based investing. Watch the video to achieve financial independence at 40.
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Time Stamps
00:00 - Intro
01:42 - Financial Plan in 40s
01:47 - Define your goals
05:46 - Maintain emergency fund
06:14 - Higher Savings
07:35 - Review past actions
07:45 - Better Loan Management
09:44 - Insurance Management
12:17 - Investment planning
12:23 - Tax savings investment
15:44 - Short term investments
16:30 - Long term investments
17:20 - Equity Investments
18:18 - Mutual funds and ETF.
19:30 - Fixed income investments
20:27 - Gold Investment
21:35 - Real estate Planning
24:21 - Include family in financial decisions
About the Video
In our 40s, we are at the peak of our career and earn more; however, our expenses are also more because our responsibilities increase as we age. So, it’s very important to learn personal finance skills that can guide us in drafting a well-defined and robust financial plan at 40 which takes into consideration our retirement planning, children’s education expenses as well as other discretionary expenses like real estate, vehicles, etc. Financial planning for retirement planning is always the most crucial part of a financial plan, so how to invest in 40s is a key question that all of us might encounter.
Apart from this, we need to evaluate our savings at 40, so that we can make an investment portfolio that has a healthy mix of investments like stocks, mutual funds, health insurance, term insurance, NPS, EPF, PPF, and other investments for beginners. Investing in the stock market is a tricky question considering the risk tolerance. For retirement planning, one should also invest in passive income instruments like rental income through real estate. This video aims to teach financial literacy and it will act as a guide in making a blueprint of how to get financial freedom and in learning share market basics for beginners. We will also talk about the small case as an investment option.
In this video, we will cover the following topics-
1. How to do retirement planning?
2. Personal finance 101 tips for investing in the 40s.
3. Should we invest in real estate?
4. How to invest in mutual funds and small case?
5. How to make a financial plan at 40?
6. How to invest in 40s?
7. How to invest in Gold using Sovereign Gold Bonds and Gold ETFs?
8. How to invest in bonds, debt mutual funds and covered bonds?
9. How to invest in the stock market?
10. What are different equity products - Stocks, Mutual Funds, ETF, Index Funds, Smallcase etc.
11. How to achieve financial freedom?
12. Key elements of money and personal finance.
13. How to construct an investment portfolio?
14. Insurance management like Health insurance, life insurance and term insurance.
15. Retirement planning safest instruments NPS, EPS, PPF etc.
16. How to analyse risk while investing?
17. Types of investments.
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Sir, I have just entered in my 40's.
This is the Best video I have ever seen about Financial Planning and Discipline that everyone should follow in his 40's. Thanks a lot Sir and Keep going...
Thanks and welcome
बहुत ही ज्ञानबर्धक वीडियो थैंक्स सर
Keep learning :)
Thank you So much for such a detailed explanation Mukul
Thanks sir ye vidio hamari bahot madad karega
Excellent and nothing short of it! Thank you for all the information 😊
I am really greatful for this video. Thank you very much.
Thank you for such an important knowledge provided through this video.
Thanks a lot for your perception..
Thanks bhiya
Aisi information Dene ke liye 🙏🙏🙏
Really nice video for Age group...
Thanks ❤❤🙏
Amazing video Sir!!! You have explained the things so well... Hats off to you Sir!!!
Thanks a ton
So informative video as usual ❤️
Thanks for the information. It's enlightening..!
This is one of the best videos on Investment planning I have ever seen, every one should watch this.
Thanks Nawaz
Very nicely explained each and every aspect of investment..Great guidance..Keep doing the good work 👍 Thanks
GREAT INFORMATIVE VIDEO
Perfectly explain
I am 43 now and have issues like others which is very beautifully explained in video. I am subscriber of Asset Yogi long enough. Best channel for finance education.
Thanks Shahid
Short and precise
Thanks for the video and all knowledge at one point
My pleasure!
Thanks for the support content.
Thank you your videos have been always helpful
Glad you like them!
Very informative 👍👍
Very nice .. every time got great information after watching your video... 👍
Excellent video.. Holistic approach.. Thank you mukul
Always welcome
Very knowledgeable video. I reccomend.
Thank you so much sir, Very inspiring! I love this video.
Thanks Veeru
Very Nice and Good Information,Thank You Very Much
Welcome
Thanks sir.
Thanks for your valuable suggestions.
Most welcome Rajib.
Sir in my 30's but thoroughly enjoyed this video similarly like other finance videos you have. You are actually doing a great work which is highly commendable and for the greater goods of the people. This is because in India we sincerely lack the financial knowledge at early stage...i live with this regret like many millions but your knowledge sharing videos come as a great rescue. Please continue this great deed sir.....heartful salutes :)
I appreciate that!
Thanks Mukul sir for very informative content
Always welcome
Absolutely useful
Good understanding
Thanks a lot explaining so well
Keep learning :)
Really mann ki baat hai
Very informative thank you so much
Glad it was helpful!
Bahut achha laga ye vedio
Thank you you are too good guide
Thanks a lot
Very well made vdo and very practical 👍
Thanks a lot sir...
Very informative. Thank you
Glad it was helpful!
Really very good Info wherein Planning play key Rol
Thanks a lot for better advise sir !!!!
Always welcome
Very nice video to understand all over things in one bucket ❤
Best video as always,Thanks
Glad you liked it!
This is eye opener video
EXCELLENT DISCUSS
Fantastic Show…….AY
Much needed video thanks Sir 🙏
Welcome 👍
Very rightly relating me,was waiting like this video.Thank u for guiding .
....
You're most welcome
Kya gyaan diye ho sir... gazab
Really very informative video sar
Loved it brother... Thanks
My pleasure
@Asset Yogi. Thank you for the video. One question-Would you consider the equity being built in the house you are staying as a part of your Savings?
wonderful! thanks
Our pleasure!
Thank you sir. Very much informative video
Most welcome
Very nicely explained 😊 Thanks..
Thanks Udtaa
Very Usefull Video....must watch
Thanks a lot
very much informative and very much effective
Glad it was helpful!
Thank you sir very well plotted financial eduction
So nice of you
Very nice explained sir
Thanks for your advise really helpful in people coming up in life , best wishes and God bless u
It's my pleasure
really so informatics ...thanks for sharing
My pleasure
Very comprehensive video covering all points
Glad it was helpful!
Very good information
Awesome lecture sir ji.👍👍👍👍❤️❤️❤️❤️
Keep watching
thanks for the information! It is very usefull.
You are welcome!
Good guidance about investment planning....👍👍👍👍
Glad you liked it
Main abhi 47 ka hun, Mukul ji aap ki di hui jaankari bahut achhi hoti hai, khaskar aap jo thumb rule dete hai wo to bahut hi achhe hote hai, ye mujhe planning karne me bahut help karte hai....👌👌
Glad to hear that Dinesh ji :)
Great and complete
Keep learning :)
Thanks Sir for your guidance
Always welcome
Appreciate your knowledge
My pleasure
Thank you sir. Nice information.
Welcome
Thanks sir very knowledgeable
So nice of you
I turned 40 today and your video came on my B'day.....Great learning.....I felt like you made this video for me.
Ye lutero ki entry ho gai comment section mai bhole bhale logo ko fasane k liye
Happy birthday 🎁🎊
@@Nishiskitchenrecipe Thanks a lot🙏🥳
@@vishalagrawal4292 belated happy birthday sir
Nice informative video.Thank you Sir
Most welcome
Very good analysis
You are gem sir... Salute, all in one video.
Bahot hi badiya sir
Hope you like this video :)
Respected sir, I listen your video without stop either it's short or long no matter... Thanks a lot sir
Jai Hind
Sir your all videos are awesome 👌you are my mentor plz make a video on rbi directly invest in bonds
Your this vedio is very much effectively work for new and Older like 30 -40
Thanks for liking
Very useful
Great as always.
Thanks :)
very helpful god bless you, respect from Assam
Thanks U sir for guidance
Always welcome
Very good information .thanku very much sir...
Most welcome
Best study sir
Thnks very nice
Thanks for knowledge 🙏
It's my pleasure
Great teaching US Sir thanks
My pleasure
Best video for asset allocation and financial planning
Thanks Smita
Excellent Analysis sir.
Keep watching
Very nicely explained you are always great teacher
Thanks a lot
Iam a true follower of your content.. your videos are very informative less commerical and very relatable.. thank you so much for guiding us
Keep watching
Thank you so much
You're most welcome
Good work, please keep making videos
Excellent tips..
Thanks a lot