lumpsum

You've tuned in to another episode of The Capitalmind Podcast, where we tackle a question that's been on your mind: "There's a lumpsum in hand, what's your next move?"

In a world where SIPs are all the rage, we're steering the ship towards understanding how to strategically deploy a substantial lumpsum amount.

Deepak & Shray walk you through these aspects of managing, deploying and even spending that lumpsum gain. They discuss:

• Deciphering tax implications: The financial realm is fraught with complexities, especially when it comes to taxes. We delve into the intricacies, figuring out how you can harness the power of tax efficiency to maximise returns.
• Debt management strategies: From housing loans to high-interest obligations, every debt carries a unique weight. We share insights that empower you to navigate this terrain with finesse and help you to make informed choices
• Securing education and retirement: As the custodian of your financial future, you'll need strategies to earmark funds for your children's education and seamlessly transition into a well-funded retirement. Planning is key, and Deepak has you covered.
• The art of consumption and experience: Beyond investments, the episode delves into the delicate balance between material consumption and meaningful experiences. The discussion prompts you to curate a life that blends financial prudence with personal fulfilment.

Lastly, for those who've experienced an ESOP exit or find themselves grappling with a lump sum, our website capitalmindwealth.com offers tailored services designed to cater to portfolios exceeding 50 lakhs. For feedback and podcast ideas, write to us at podcast@capitalmind.in.

References

00:00 Introduction

01:30 ESOPs taxation and Whats the right way to allocate large lumpsum amount?

18:43 Which option is more preferable: Paying off housing loans sooner or investing in the market.

29:50 How to plan for your kids education?

34:57 Whats the simple rule of thumb for retirement planning?

40:21 If you have a large sum to invest should invest it via SIP or Lumpsum?

49:45 Don't fall for the products that assures you low risk and high returns.

59:36 Say no to angel investing

01:04:04 Consumption - all the things you wanted to do, make that list and do these

01:12:24 Types of windfalls: End year bonus  vs exit from some ESOPs or synthetic ESOPs

01:20:43 Charity and Philanthropy

Liked the episode? Just tweet to us at @capitalmind_in and let us know. That's all we need to keep going!

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#digitalmarketing #digitalmarketingagency #digitalmarketingtips #digitalmarketingtraining #digitalmarketingcourse #smallbusiness #marketingtips #entrepreneur #businessstrategy #cashflow

#VIPclub #lumpsum #financialfreedom #businessgrowth #moneymanagement

Looking for a quick cash injection? Look no further! In this episode, we're sharing a proven method that can help you make up to $100,000 in just one week.

First, we'll reveal how Vinnie, an online marketer, made this happen using an exclusive VIP club limited to just 100 people. We'll explore the perks he included to make the membership highly desirable and how he sold it in less than five hours.

Next, we'll share how you can use this same method to help a local business owner, such as a restaurant, and help them bring in more profits. We'll dive into the details of creating a VIP club and how to market it effectively.

But wait, there's more! We have a third point to share, but you'll have to listen to the episode to find out what it is.

Ready to take action and start making some serious cash? Remember to check out: 

EP 417 How To Earn 6 Figures By Capturing Birthdays

#digitalmarketing #digitalmarketingagency #digitalmarketingtips #digitalmarketingtraining #digitalmarketingcourse #smallbusiness #marketingtips #entrepreneur #businessstrategy #cashflow

#VIPclub #lumpsum #financialfreedom #businessgrowth #moneymanagement

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