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SPECIAL PODCAST SERIES

How to Stop Sabotaging your Retirement!

Join me for this Special Podcast Series as we cover the following topics:

Are you saving enough for Retirement?

Maxed out 401k - what next? 


Common Financial planning mistakes sabotaging your retirement 


& More!
 
Special Podcast Series
Part 1: Are you saving enough for Retirement?
22:35
 

Part 1: Are you saving enough for Retirement? 

 

Ever wonder how much all the extra shifts, second job  & frugality are moving the needle? 

Are you really on track to retiring when you want to? 

What if I told you retirement was a game of numbers and in 15 minutes we could together  figure out if you are saving enough for retirement and how long it will take you to get to retirement? 

Join me as we figure out your : 

  • Financial Independence numbers, 
  • actual ROI of your portfolio and 
  • years to Financial Freedom 

Oh, and we have a super cool Retirement Calculator that we just upgraded - it will literally take you a minute to know where you stand!

Links Mentioned:

 

 

  

Special Podcast Series
Part 2: Maxed out 401 - what next?
25:12
 

Part 2: Maxed out 401 - what next? 

 

Ok so you have been good - you maxed out your 401, invested in a Target date fund, maybe even contributed to a back door Roth 👏

Now what?

Do you invest in your friends company? 

Or go in on that hedge fund your colleague has been talking about? 

Or invest in your cousins promising Device as an Angel investor?

Join me as we go over the framework of your Investment Policy Statement as we define what your portfolio should look like for optimal : 

  • Diversification 
  • Highest risk adjusted returns 
  • Tax efficiency

 

Links Mentioned:

 

  

Special Podcast Series
Part 3: Common Financial Planning Mistakes Sabotaging Your Retirement
22:33
 

Part 3: Common Financial Planning Mistakes Sabotaging Your Retirement 

 

Ok so you have a plan- you have created your Investment Policy Statement, you are on track to retiring on your schedule. 

But are you sure you aren’t sabotaging yourself with these common financial mistakes? 

Join me as I go over the most common mistakes that can jeopardize your Financial future: 

  • Incorrect  protection for yourself & your assets 
  • Dead money
  • Incorrect asset allocation 
  • Under or over re-balancing 
  • Tax inefficiencies

& other blunders  in your financial plan that are super easy to fix 

 

Links Mentioned:

 

What people are saying about the Generational Wealth MD Podcast

 

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Lots of Golden Nuggets!

Dr. Bala is extremely knowledgeable in all phases of real estate investing.  The fact that she contributes part of the earnings to help children is an inspiration to me.  This podcast will expand your mindset and help you get to financial freedom faster.

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A wealth of knowledge

Dr. Param is a wealth of knowledge in the real estate and personal finance space.  A great mentor and teacher to her community aside from being extremely successful RE investor and entrepreneur.

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Must-listen

This is a must listen for any physician thinking about creating freedom and building generational wealth.  I am so happy to see that you created a podcast we can binge on!