Investing Priority: How To Invest When You Have Many Goals
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- เผยแพร่เมื่อ 8 ก.ย. 2024
- We invest so that we can afford and reach our financial goals. But what if we have many goals but limited cash? How do we choose which ones to invest for first?
Fitz and Rienzie talks about in this video the strategy that they use when it comes to investing priority.
Money Insights & Advice is a video project of Wealth Arki, Inc. Visit their website at www.wealtharki.com.
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Dilemma ng lahat to. Yung maraming Goals tapos hindi alam kung anong uunahin saka di naman ganun kalaki ang kinikita. Galing galing nyo. Clap Clap!
kahit late na iniisa isa ko pa din video nio..😇😇😇😇 ty po
Maraming thank mga lodi ang ganda lage ng mga topic nio, hingi na dn po ako ng advice panu mag start sa stock market thanks po sa reply
We advise that you study first and start slowly. For more tips, you can watch on our stock market playlist for our vids there. Thanks!
Thank you po mga mentors.. Continue to make more videos regarding financial literacy. Godbless!
Mark Galarroza welcome!
Naaadik ako sa mga vidz 😅 thank you po talaga. God bless!!!
Grabe ang galing ng advice na to. After watching this, gumawa agad ako ng excel spreadsheet. I'm now a fan this channel. Ang dami kong natututunan. 👍
thank you! please do share the learnings--and our videos, too!
More power. Nice tips very practical mrmi aqng ntutunan. Thanks for this video
Mark Jayson So thank you for your kind words-they continue to inspire us to make more relevant videos. Please do share the learnings-and our videos, too!
Kaka subscribe ko lang grabe mga sir sobrang informative ng paliwanag nyo. Maraming salamat more blessings pa po sa inyong dalawa
back space thanks! Please do share the learnings-and our videos too!
ang galing nito, I've shared this to a lot of friends and relatives! Kudos!
thanks for sharing!
New subs here! God bless!
TonyMae TraVlog thanks for subscribing! Please do share the learnings-and our videos, too!
I enjoy watching ur videos at kkshare ko lang din nitong video na to. From the moment i watched the video about forex trading napa subscribe agad ako. Since i am into forex.
hi po, kahapon ko lang po nakita itong Channel nyo, Dami ko na natutunan... now video marathon ako 😊😊😊 .. thank you po, very informative 😊😊
MamaAnnejho thank you. Please do share the learnings-and our videos, too!
sure po :)
More power . Thank you.
Thank you po...very informative 😊
welcome! please do share the learnings--and our videos, too!
pwede po kayang iconsider ung maginvest ka sa mga bagay n kapag na achieve m na ay pwede ring makatulong para makuha ung susunod na goal m... thankyou po mga boss..
I'm so happy I have watched it....
joey12 a thanks you for watching our video. Hope you found it informative and relevant. And pleasedo browse our playlist for other videos, too. Thanks!
Hi sir I’ve been viewing your program wealth & Arki ,I learned lots of ideas,actually one of my financial goals is building business to create income but I don’t have the knowledge,got on hand 2k fr my retirement,I’m planning to invest some amount also ,kindly advice,Thanks
fely lancin we can design an investment and retirement funding plan for you as partof our services. This would already include research on where and how much to invest given your target. We charge P5k for this particular service. Please do email us admin@wealtharki.com should you be interested. Than you.
Thanks...
Kailangan ba sa bawat goal mo may isang account? Halimbawa educational plan open ka equity fund sa colfinacial. Another goal retirement plan open uli another account?
Kc pag open isang account lang nag samasama na ang pera sa isang account?
Mas maganda cguro open ka colfinacial isang account educational, open karin sa metro sec retirement, open din sa ibang broker for another goal uli..
Kc ma identify mo yung goal mo. Tama kaya ?
You can have multiple goals in one account, but provided that they all are in the same investment horizon.
But then again, having a different account for each goal would be smart, too, as you would be able to monitor and see if you are moving closer to your target amount.
Thanks,
Mayron ako philequity fund sa colfinacial for educational plan 17 yrs goal ko kc sangol pa anak ko,.. naguguluhan ako kc may nag offer sa akin na educational plan sa isang kilalang insurance company, since na may equity fund na ako tinangihan ko yun,
Ang sabi nya na dapat daw sa insurance company ako kumuha ng educational plan kc medyo mababa ang risks pag insurance company, compared to mutual company.. anu sa palagay mo, totoo ba na maganda ang insurance company kumuha ng educational plan? Anu kaya tuloy ko equity ko or pull out ko ililipat sa insurance company? Anu ba maganda para sa inyo? Thanks
Gary Apelanio mutual funds are regulated by the SEC and are in fact established by law. And it is not true that it is less safe than an insurance company.
You are on the right track in building an education fund for your child with direct investment at it maximizes your money. Email us admin@wealtharki.com if you want to discuss more. Thanks!
thank you
Sir may podcast po ba kayo?
meron po ba kayo sa spotify podcast?
meron na po ba kayong video about retirement plan? buti nalang nahanap ko tong channel nyo, dagdag sa knowledge ko about financial. :)
none yet. but please do stay subscribed to know when it is up. thanks!
@@WealthArki so excited for new videos :)
I just wanna ask if having Term insurance will form as my emergency fund?
Definitely no. Insurance is Protection--money you leave your dependents in case of your death. An Emergency fund is something you use in case of unforeseen expenses.
Hi sirs, your videos are always very informative & helpful. Need some advice po. I'm new to investing, I have UITF (equity index & money market fund) with BDO & bought blue chip stocks. I'm planning to open Pera account with both BDO and BPI, is it a good investment or do you advice I just invest in mutual funds instead (balanced funds) naman? Is it possible po to compare these two investments? What are the pros and cons? Parang wala kasi masyado info available regarding pera.. not sure if that's a very good investment..
Ven Zie hi. It really depends on what this money is for, what is yor target amount, when do you need it, and how much you can set aside for this. We have to compute it first but we can do it as part of our investment planning services. Just let me know if you are interested. Thanks!
Wealth Arki thanks for the reply po. Very honored to hear back from you. Sir Fitz, I've been reading your blogs (Ready to be Rich) and I'm learning a lot from there too. Now, I'm trying to follow the formula for creating my portfolio. That's why I need some advice po to find some other investments so I could diversify. 😊 I would be very interested to seek your advice but how po? I'm based overseas. I read your blog po about pera some time last year but there aren't any new news about that po noh? Thanks in advance po. God bless 😊
you can email us admin@wealtharki.com. thanks!
Hi Guy'z! I open BDO Life Insurance Money 8 Secure Plus. Do u think its Good savings?
Since you've mention educational plan is BDO Educational Plan is good option or any other you can recommend?
Thanks
As much as we would want to comment on your product purchase, we cannot because we have to take into consideration a lot of factors such as your other financial goals, your financial capacity, as well as the insurance coverage that you need.
Commenting on something in which we do not have the whole picture may prove to be misleading, if not dangerous. We have seen a lot of cases where purchases of financial products proved detrimental only because they do not provide for the needs of the client, fall short of it, or cannot be paid sustainably. Again, commenting on something with lack of information could be detrimental, and we do not want that to happen to anyone.
We can give a more accurate and precise recommendation if we have a more accurate and precise picture of your financial situation. You may schedule a financial consultation with us in this regard. Kindly email us admin@wealtharki.com should you be interested. Thank you.
Thanks for the frank reply.
Planning to open Retirement Plan(VUL) early nxt yr. and College educ for the kids.
Thank you once again.
Myk Grifter you may want to take a look into UITFs or Mutual funds if your goal is building up funds--it would take you less money to reach your goals as they have no large premium charges like VULs.
Kinda confuse also about where or what to take. I'm OFW and currently having discussion with Sunlife Financial Advisor. Somehow i notice about the offer for Educ.Plan/Retirement Plan they have is totally VUL. 180k-200k annual 10yrs to pay and all depends on the market how much you can get after 10yrs.and its up tome weather i will use for kids college or retirement. Just a matter or marketing strategy using the words Educ Plan and Retirement Plan... at the end of conversation your money will be invest in stocks
Gusto ko sir in 3 yrs time makapag start ako Ng business as of now malaki na income ko, nakakapag net ako Ng 50k a month .. bayad na yon sss ko wd flixi .. bahay ko , monthly papà ko na my sakit at allowance anak ko .. Saan kaya ako mag invest Ng aking 50k a month
Saan ko kaya i invest pera ko sir , gusto ko Ng business in 3 yrs time .. number ko Po ay busines .. però May sss nako my St. Peter May bahay na gusto ko business Po in 3 yrs time , as of now May 50k ko net income monthly Po
Pwede p po b mag ka time line ng goals at age 42? Late n po b ito n age mag set goals? Thank u much for the advises
ESPERANZA HERNANDEZ anyone can make a timeline for their goals-as long as you have dreams, you can make your own!
thumbs up!!!
thanks for you videos sir.. npaka helpful poh.. since nkapanood ako ng 1 episode nyo lahat na pinapanood kl..😂 im working abroad and i want to invest at mutual fund kaso nahihirapan ako mag simula gawa ng nasa labas ako ng bansa.. how i wish you could help me.. tia..
reiven 7teen what is you email? We can send some info there. Thanks!
reiven.gumba17@gmail.com
Hi mga sir interesting advice po. That why I want to ask some advice po kun ano po dapat ngguluhan ako KC po my time deposit account po ako gusto q po pull out konte lan po nman saan q po kya pwed ilipat KC plano q po mag ipon para SA college education Ng anak q at the same time retirement KC po nsa 40 na rin ako ano po b mabuti god bless po tnxx
joana bautista it dependes when do you need the money. Best to separate your retirement fund and education fund. You can email us admin@wealtharki.com so we can discuss more. Thanks!
Wealth Arki kpg retirement po b saan q po pwed ilgay po ang pera
SA educational nman po Ng anak q maybe I can touch the money or not KC po plan q rin mag open Ng small business if necessary lan po alm u nman po gastusan SA college since na highskol pa lan cia
joana bautista we can help you design an investment plan for all of your goals as part of our services. Message us in our fb page “WealthArki” if you are interested. Thanks!
Wealth Arki cge po tnxx kya lan mga sir problem q wla ako mga id my pan open account ako kya lan wla ako id KC nga po BC SA work e msg q po kau SA FB page u wants I decided un lan po big problem q IDs q
may facebook po ba kayo mga sir? pa coach naman po, so i can send you a msg, thanks
romeo minoza hi yes we have a FB page with the same name, Wealth Arki. Para sa coaching session kindly email us at admin@wealtharki.com so that we can schedule it properly. Thanks!
Sa mga naguguluhan jan tungkol sa investing maaari ko din kayo tulungan. Bisita lang kayo sa chanel ko
Aq 32 years old n gusto ko mgk 3million s age 50years old kya b un if 5k lng iniinvest ko 😂😂😂 s stock market,,,😁😁
Ericson Dela Cruz at an average of 10% per year, it would not be enough.
How would you know if you gain 10%? Through price appreciation?
Wealth Arki so how much should i invest to reach 3million before i turn 50 years old?
Ericson Dela Cruz yes. That is average although it could go higher. The trick is to find that stock or combinationof stocks.
we can help you design that--where to invest and how much--as part of our professional services. please do let us know if you are interested. thanks!
Gusto ko sir in 3 yrs time makapag start ako Ng business as of now malaki na income ko, nakakapag net ako Ng 50k a month .. bayad na yon sss ko wd flixi .. bahay ko , monthly papà ko na my sakit at allowance anak ko .. Saan kaya ako mag invest Ng aking 50k a month