Are you between the ages of 40 and 50? This crucial decade can define your long-term financial security and retirement. In this video, Dr. Chandrakanth Bhat of NRI Money Clinic explains 10 essential financial priorities for your 40s, including building an emergency fund, avoiding a midlife financial crisis, increasing your savings, managing debt, upgrading your professional skills and seeking guidance from a qualified financial planner.
The video also covers retirement planning, buying or preparing to buy your own home, consolidating scattered investments into goal-based portfolios, planning for children’s education and investing in your health. Whether you live in India or are an NRI planning to retire in India, these practical personal-finance strategies can help you protect your wealth, prepare for retirement and build a financially secure future.
LINK TO REGISTER FOR THE WEBINAR
“STRESS FREE RETIRED LIFE IN INDIA”
https://us06web.zoom.us/webinar/register/1017843531305/WN_o-olpEC0RXGGMZwvfaHqFQ
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WhatsApp Number: +971 551124596
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We are not SEBI Registered Investment Advisors
We are AMFi Certified Mutual Fund Distributors
Services offered by NRI Money Clinic
* Life & Critical Illness Insurance.
* Child education
* Emergency Funds
* Retirement Plan
* Health Insurance
* Wealth Building
* Tax planning ( investments to minimise tax impact)
* Dollar investment ( Only for NRIs in Middle East and Africa )
* Mutual Funds ( NRIs other than in US & Canada)
* PMS ( Portfolio Management Service)
* Fractional Real Estate
* Cash flow planning (Pension, Guaranteed Return plan , Fractional real estate)
* Tax filing and chartered accountant services. (Outsourced services)
* Wills and inheritance planning. (Outsourced services)
* Property record legal verification (Outsourced service)
* Real Estate in Dubai (Outsourced service)
* Real Estate in Mumbai and Goa (Outsourced service)
In case you are interested in using our services you can send a message on Watsapp:00971 551124596 or click on the link below
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0:00 Introduction – 10 Financial Priorities for Ages 40–50
2:00 Why Ages 40–50 Are Financially Crucial
2:52 1. Build a Strong Emergency Fund
3:58 2. Stop Repeating Past Financial Mistakes
5:31 3. Avoid a Midlife Financial Crisis
7:41 4. Keep Upskilling to Protect Your Career
9:08 5. Start Saving—and Keep Increasing It
10:49 6. Work With a Professional Financial Planner
13:36 7. Understand Retirement Planning Properly
15:41 8. Own a Home or Build a Dedicated Home Fund
17:08 9. Consolidate and Goal-Bucket Your Investments
18:59 10. Invest in Your Health
21:05 Key Takeaways and Closing







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