PODCAST · education
Dollar Mentor
by Dollar Mentor
Investment education to grow wealth with confidence
Episodes
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Investing Discipline in Market Volatility
Inflation is running high. Market is tanking. Geopolitical stability is at stake. How do investors keep their cool and stay focused? This was the topic of Dollar Mentor’s recent Ask-Learn-Share discussions. Sid, Souvik and Sanjib meet up to recap the highlights from those discussions and share...
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Life Insurance Investments
Sid, Souvik and Sanjib meet up for an engaging discussion on Life Insurance, in particular, why some people might see it more as an investment rather than a risk mitigation strategy. Souvik explains moneyback life insurance policies – a product he came across while working in India. Sid wonders…
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Investing in annuities – a closer look
Sid, Souvik and Sanjib meet up again to dive deeper into the various types of annuities. Souvik makes a point that deferring Social Security should be considered first before annuities. Sid isn’t sure if the tax treatment is really useful given the fees. Plus, how are Index Annuities implemented...
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What’s an annuity and why should I care?
Sid, Souvik and Sanjib meet up to record a podcast together for the very first time. They talk about investing in annuities. This introductory episode covers a few basics concepts about annuities: What they are, how do they work, and should we consider investing in one. Stay tuned for a follow-up...
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Everyone Needs Investment Education
Sanjib and Souvik discusses why Investment Education is important for everyone, and why Dollar Mentor has decided to focus its activities and services on investment education. Souvik shares what he likes the most about the Ask-Learn-Share program – a monthly group discussion, open to everyone…
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Financial Planning
Rumela (podcast host) is delighted to learn that Dollar Mentor has recently published financial education presentations, but she isn't convinced that Financial Planning is the right topic to start with. Sanjib (president and co-founder) explains why financial planning is critical for a secure and...
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Introducing Dollar Mentor
Join Rumela (podcast host) and Sanjib (president and co-founder) to get an introduction of Dollar Mentor. It will answer many questions you might have about this organization. As a bonus, Ishanie presents some information about how Americans fare in financial education. She shares a few financial...
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ABOUT THIS SHOW
Investment education to grow wealth with confidence
HOSTED BY
Dollar Mentor
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