You and I, We Need A Plan For Our Money.
24
Can DIY Finance Works?
-
Upload
kevin-neoh -
Category
Presentations & Public Speaking
-
view
68 -
download
0
description
We take a look at whether DIY Finance actually works in today's world where we are literally stressed out by the sole task of maintaining a balanced work-life lifestyle, and we also point out the threat and dangers of trusting your financial future in the hands of agents who are 'hunting' for your money, then wrapped up by pointing out the 3 blindspots that we must beware of when it comes to our financial future.
Transcript of You and I, We Need A Plan For Our Money.
Can DIY Finance Works?
You need time. Lots of time.
Do you have "Financial Management" inside your calendar?
Intense focus. Strong Discipline.
Do you spend money, or save money?
0% interest is not 0% capital.
Free Seat does not come with Free Lunch.
Knowledge & Experience is the Key.
"Recognize the skills and traits you don't possess, and hire people who have them."
Howard Schultz, Founder, Chairman & CEO, Starbucks
Buy? Hold? Exit?
They are preying for your money.
Don't be surprised.
Blind Spot
Sufficient Assets Return on Investment
Cash Management
Financial Planning roadmap to realize your life goals.
Goals > Resources > Gap > Strategize > Execute > Monitor > Evaluate
Cash-flow and Debt Management Risk Management
Investment Planning Retirement Planning Education Planning
Tax Planning Estate Planning Asset Allocation
Where do you start from?
Expenses Emergency
Risk management Retirement Personal Charity
Six Fundamental Accounts
F R E E D O M
amily protection
etirement plan ducation plan
state plan isability, Disease
bligation, edical.
T ax.
If you want a shortcut in life, Start doing it NOW.
