Monika brings a new format to her podcast from this episode onwards.
She will first tell you what a macro event means for you. This episode she tells you the impact of government spending on GDP growth and how that matters in your financial life.
Then she will unpack a micro event. This week it is the changes in the Public Provident Fund that go live from October 1 2024.
She then answers three listener questions. The first one has to do with when to sell in a bull market.
Next is a question on shifting to a more tax advantaged product than debt funds.
And last, a worry about planning mutual fund investments so that the kids can get the money without having to sell the funds.
Chapters:
(00:35 - 03:47) Government Spending and Its Impact on GDP Growth
(03:48 - 07:12) Changes to Public Provident Fund (PPF) Rules and Consolidating Financial Accounts
(07:47 - 10:49) When to Sell in a Bull Market and the Importance of Asset Allocation
(11:11 - 14:18) Shifting from Debt Funds to Arbitrage or Equity-Saving Schemes Post-Tax Changes
(14:25 – 17:17) Legacy Planning and Managing Expectations for Children's Inheritance
If you have financial questions that you’d like answers for, please email us at mailme@monikahalan.com
Monika’s book on basic money management
https://www.monikahalan.com/lets-talk-money-english/
Monika’s book on mutual funds
https://www.monikahalan.com/lets-talk-mutual-funds/
Monika’s workbook on recording your financial life
https://www.monikahalan.com/lets-talk-legacy/
Calculators
https://investor.sebi.gov.in/calculators/index.html
You can find Monika on her social media @monikahalan.
Twitter @MonikaHalan
Instagram @MonikaHalan
Facebook @MonikaHalan
LinkedIn @MonikaHalan
Production House: www.inoutcreatives.com
Production Assistant: Anshika Gogoi
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