How Should You Invest & Exit From Your Investments?

In the last episode of the season, Monika shares insights on recommending trustworthy planners and navigating the complexities of financial intermediaries. She also breaks down the distinction between mutual fund distributors and registered investment advisors to help you make an informed decision about who’d be a better fit for you. Monika also takes on your questions about planning for goal-oriented investments and optimising existing resources in a tax-efficient manner. She revisits the formulae for figuring out how much you need to save for your retirement corpus and she delves into the aspects of mutual fund redemption and explains how to use a laddering approach when planning for retirement.  Chapters: (00:30 - 05:00) Navigating Financial Guidance and Planners (05:15 - 09:05) Question: How Should I Best Utilise Mutual Funds For Goal Planning? (09:09 - 13:09) Question: How Should I Think Of Early Retirement in the Indian Context? (13:12 - 15:55) Question: When and How Much To Redeem Equity Funds? If you have financial questions that you’d like answers for, please email us at [email protected]  Monika’s book on basic money management https://www.monikahalan.com/lets-talk-money-english/ You can find Monika on her social media @monikahalan.  Twitter @MonikaHalan Instagram @MonikaHalan Facebook @MonikaHalan This is a Maed In India Production; check us out at www.maedinindia.in Creative Director: Mae Mariyam Thomas Project Manager: Shaun Fanthome Head of Audio: Kartik Kulkarni Producer: Meghna Gulati  Sound Editor: Lakshman Parsuram Artwork: Alika Gupta