Age Group 45 to 55
– High Income – High Expense Phase Of Life
– Period of Mid Life Crisis For Many
– Period When Successful People Become Complacent
Critical Phase Of Life
– Don’t Lose Advantage Of A Planning Done Prior
– You Still Have Hope To Build A Good Future
– Organise All Your Assets
– Review Your Conduct In Past Years
– List Out Things You Want In Future
Hire The Services Of A Financial Planner
– You Need A Helping Hand To Plan
– Helps You To Prioritize
– Helps You To Allocate Resources In A Correct Way
– Helps You To Avoid Mistakes
Review Your Insurance Needs
– Buy Only If Required
– Expensive To Buy Insurance Now
– Buy Whatever You Can Afford
– Buy Insurance For Shorter Term
Retirement Is Top Priority Now
– You Can’t Postpone, You Are Already Late
– Prioritize It Over Children’s Education
– Delay Can Make You Miss The Bus
A Home To Live
– Have Clarity Of Place Of Retirement
– Good To Plan A Home In Target Place
– Don’t Spend Too Much Money Buying A House
Children’s Education
– Very Late To Plan Now
– Use Existing Resources
– Consider Liquidating Some Real Estate
– Help Your Children To Get A Student Loan
Links to my previous videos:till now :
NRI’s PLANNING TO SHIFT BACK TO INDIA: PART 3 HOW TO DEAL WITH PROPERTIES, UTILITIES, CAR & HOME.
https://youtu.be/WVxPt5Fie_o
NRI’s PLANNING TO SHIFT BACK TO INDIA: PART 2 POINTS TO DISCUSS WITH YOUR HR & BANK
https://youtu.be/oUm3LkATmsc
NRI’s PLANNING TO SHIFT BACK TO INDIA – A CHECK LIST OF THINGS TO DO – PART 1
https://youtu.be/0Z6suPR1t1c
NRI ACCOUNTS – PART 4 RFC ACCOUNTS
https://youtu.be/QuLfwnAfbXk
NRE – NRO – FCNR ACCOUNTS – PART 3 FCNR ACCOUNTS
https://youtu.be/Ehzz7_zKKko
NRE – NRO – FCNR ACCOUNTS – PART 2 NRO ACCOUNTS All That You Need To Know
https://youtu.be/ujxsZCV5Iks
NRE – NRO – FCNR ACCOUNTS – PART 1 NRE ACCOUNTS All That You Need To Know
https://youtu.be/9Q8yhqGlOh8
WHY ARE THE FIXED DEPOSIT (FD) RATES FALLING ?
https://youtu.be/KXOnCEc-MD0
FINANCIAL PLANNING TIPS FOR BEGINNERS – AGE GROUP 35 TO 45
https://youtu.be/Gz9e8X3HuJs
HOW TO SELECT A RIGHT FINANCIAL ADVISOR / PLANNER? By Dr. Chandrakantha Bhat
https://youtu.be/guwNXbUgCW4
FINANCIAL PLANNING TIPS FOR BEGINNERS – AGE GROUP 25 TO 35
https://youtu.be/G9GVK1gGD6M
HOW TO INVEST IN MUTUAL FUNDS FOR FREE WITHOUT DEMAT ACCOUNT ?
https://youtu.be/kCrIYNUAbZk
WHY SHOULD YOU APPOINT A FINANCIAL PLANNER?
https://youtu.be/SXVtwx5sQXc
Why Should You Buy A Term Insurance Today ? Dr. Chandrakantha Bhat
https://youtu.be/8YGeRV1ksQk
WHAT IS CRITICAL ILLNESS INSURANCE? By Dr. Chandrakantha Bhat
https://youtu.be/YhXGThE8G4M
NRI TAXATION- Finance Act – 2020 – Who will be impacted ?
https://youtu.be/Bo-1LjGDOFo
HOW TO BE SUCCESSFUL IN THE STOCK MARKET
https://youtu.be/0TzRoXkO2g4
As a NRI Should I Keep My Savings As Dollars Or Rupees ?
https://youtu.be/RXjvOvYsDow
6 MISTAKES TO AVOID DURING MARKET CRASH
https://youtu.be/9Y2r08x2sJM
DEPENDING ONLY ON PENSION DURING RETIREMENT CAN BE A TRAP FOR YOU https://youtu.be/qLTkhCDe89g
WHY SHOULD YOU DEAL WITH MORE THAN ONE BANK ? https://youtu.be/GjDsxS2Kxuo
WHAT TO BUY? SHARES OR MUTUAL FUND?https://youtu.be/0nl9sPJBUQs
6 COMMON MISTAKES DURING RETIREMENT https://youtu.be/ivus9eJWKXMWhy Investors Fail ?
https://youtu.be/c8jxppcdXhs
Why You NEED an Emergency Fund! by Dr Chandrakanth Bhat NRI Money Clinic:https://youtu.be/fBm8bokZI0c
#NRImoneyclinic #financialplanning #personalfinance
6 steps to generate good returns on your investments – https://youtu.be/AAxQ4ywScos
Don’t Buy a Life Insurance Policy Until You Watch This! https://youtu.be/q0adm_CKvew
NRI Money Clinic is a YouTube channel created by Dr. Chandrakantha Bhat , an investment consultant and financial planner in Dubai . It aims to spread financial literacy and educate on money matters for resident and non resident Indians . The channel discusses subjects like Fixed Deposits , Taxation , Mutual Funds , Insurance , Specific Issues pertaining to NRI community and every other investment opportunity. Dr. Chandrakantha Bhat can be reached on Whatsapp on +971 50 148 4595
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