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Paisa Vaisa with Anupam Gupta
The Landscape of Financial Planning with Finnovate Financial Services
Nov 13, 2023
The podcast discusses the importance of financial education, building a robust financial plan, and the six pillars of financial planning. It also touches on investment division, advisory processes, and the onboarding process of Finnovate Financial Services. The speakers recommend books on leadership and investing, and promote other shows on the network.
35:41
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Quick takeaways
- Financial fitness involves understanding life goals, budgeting, taxes, debt, insurance, investments, and estate planning.
- Choosing a comprehensive, personalized financial advisor who values transparency and considers the client's overall financial situation is crucial.
Deep dives
Importance of Financial Fitness
Financial fitness is crucial in managing money and achieving life goals. It goes beyond merely investing and includes aspects such as understanding life goals, budgeting, taxes, debt management, insurance planning, investing, and estate planning. By focusing on these six pillars, individuals can attain financial fitness and improve their overall financial well-being.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode