How to Build Wealth and Protect Your Future! Is Financial Planning Important?
Financial freedom is something that most, if not all, individuals aspire to have...
But how can you get there without a proper idea or plan on how to handle your finances?
Lucky for you, our guest for today is Shamsher Singh, founder and managing director of Royale Wealth.
Shamsher is an accountant by trade and has been in financial planning for well over a decade, so he definitely knows what he's talking about.
Understanding the importance of diversifying your investments and protecting your wealth is absolutely paramount in today's modern times.
Shamsher is here to open our ways on why financial planning is something you should definitely think about if you want to create a solid path toward your goals and dreams.
Having experts on the show is definitely a treat, as we get to see and learn from their viewpoints and understanding.
So, what are you waiting for? Sit back and join us in our discussion of how financial planning can help you in your wealth creation journey!
CHAPTERS:
00:00 - Introduction to the Episode
00:42 - Importance of Removing Bias
01:35 - Guest Introduction: Shamsher Singh
03:59 - Overview of Royal Wealth
05:30 - Financial Planning and Compliance Disclaimer
06:17 - Understanding Managed Funds
08:48 - Diversification and Risk Profiles
10:23 - When to Consider Managed Funds
12:38 - Financial Position and Fees
14:01 - Protecting Wealth: Types of Insurance
15:53 - Income Protection and Life Insurance
18:28 - Importance of Insurance
20:22 - Timing for Considering Insurance
21:46 - Insurance Costs and Superannuation
24:04 - Support from Financial Planners
24:49 - Episode Recap and Personal Story
28:23 - How to Reach Royal Wealth
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Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions.
15 авг 2024
