How to Create a Simple Financial Plan

Поділитися
Вставка
  • Опубліковано 4 січ 2025

КОМЕНТАРІ •

  • @reignbavarian02
    @reignbavarian02 5 років тому +47

    A philosopher once said, "A peso for your 'want' is a peso away from your 'need'."

  • @MariaGarcia-gv8hj
    @MariaGarcia-gv8hj Рік тому +16

    Now I have more knowledge about personal finance. I just subscribed to your channel. Big ups to everyone working effortlessly trying to earn a living while building wealth in this recession. I’m 45 and my husband is 51, we are both retired, no debts. We are planning on relocating to Thailand. We are currently living a frugal and financially savvy lifestyle and generating passive income even during this recessionary period. Our commitment to saving and investing in the financial market has enabled us to maintain this lifestyle and continue earning monthly passively through investment.

    • @lovetypauline6530
      @lovetypauline6530 Рік тому

      Congratulations on your early retirement, Interesting indeed! Currently, I am in dire need of investment advice or tips. Last year, I hesitated and failed to take any action until the year concluded. However, this year, I am determined to try something new, as I am very receptive to various investment ideas. I want to be retired in my forties or fifties.

    • @MariaGarcia-gv8hj
      @MariaGarcia-gv8hj Рік тому

      No problem at all! If you're seeking to earn substantial profits from your investment, I would suggest determining your investment horizon and implementing a long-term plan. I worked with Claire Martha Magalhaes to create a long-term investment strategy, and she assisted us in managing our investments while we focused on my jobs without any concerns.

    • @lovetypauline6530
      @lovetypauline6530 Рік тому

      Thank you for your advice. It's challenging to find a reliable investment advisor here, and I appreciate your input. Seeing the successes you've achieved through investing, I would love to have access to your investment advisor's information if you wouldn't mind sharing it.

    • @MariaGarcia-gv8hj
      @MariaGarcia-gv8hj Рік тому

      I work with *CLAIRE MARTHA MAGALHAES* ,who is based in the United States. If you would like more information about her, you can conduct a search online. She even got featured on CNN recently.

    • @davidomcculloch3109
      @davidomcculloch3109 Рік тому

      Maria, Thank you for talking about your financial consultant. I will definitely look her up and try to get in touch with her. I have realized that relying solely on UA-cam videos and attempting to manage my finances on my own hasn't been very effective.

  • @joeperalta9341
    @joeperalta9341 4 роки тому +3

    Thanks for this video sir Fitz and sir Renzie, informative na tska enjoy rin makinig, nakaka boost rin ng hopes and dreams e, solid kayo mga sir. More videos like this please.

  • @johnluigilamarca8137
    @johnluigilamarca8137 2 роки тому

    Salamat po bakit ngyon ko lang kayo npanood pweo finally hehe

  • @Roberto-un4tk
    @Roberto-un4tk 5 років тому +4

    POWER! GRADUATING STUDENT AKO PERO FEELING NASA ADULTING PERIOD NA. SALAMAT PO SA SO VERY CLEAR AND HAPPY ADVICE.

  • @erishvalle1200
    @erishvalle1200 5 років тому +4

    Thank you po super Ganda Ng mga advice nyo I luv watching you in you tube very helpful Ang advice nyo 😊🎉

  • @hilberthipolito9813
    @hilberthipolito9813 3 роки тому

    Sana may TV show po kyu para ma-educate lhat ng mga kababayan natin.

  • @aradiz7304
    @aradiz7304 5 років тому +1

    thank you po!!! 😘 malaki pong tulong ng tinuturo nio. more power and blessings

  • @adamsaaronbernabe7128
    @adamsaaronbernabe7128 4 роки тому

    Sobrang Helpful po ng nga videos nyo Sir, napakadami ko pa lalo natutunan at nacocorrect din sa sarili ko (as financial advisor)

  • @cieloangelic2176
    @cieloangelic2176 4 роки тому

    Dami ko pong natututunan sa channel nyo po. ❤️ More power po!

  • @euginepaulrubin2615
    @euginepaulrubin2615 4 роки тому

    Thank you po sa mga tips ninyo. Very helpful on my end.

  • @braska08
    @braska08 4 роки тому

    I like your vlogs. Very informative. Parang kausap ko lang po kayo sa kapihan. Hahaha, thank you po.

  • @coldenhaulfield5998
    @coldenhaulfield5998 5 років тому +1

    Very timely para sakin! Salamat po.

  • @mommy244
    @mommy244 5 років тому +1

    Thank u for sharing mga Sir. Super cool nyong dalawa. More video please.
    From: Momshie Carl and baby Cat

  • @tomtom18-i2i
    @tomtom18-i2i 5 років тому

    Another worthwhile topic to watch.
    Renzie ang fresh mo dito lol.

  • @knickknacks8328
    @knickknacks8328 5 років тому +1

    present 🙋tamang taman this january..salamat po Godbless

  • @JennilynsJournal
    @JennilynsJournal 5 років тому +3

    Super love your channel po :) kayo po nahing inspiration ko dito sa youtube channel ko and sa real life.😘😍

  • @graceramirez5024
    @graceramirez5024 5 років тому

    Thank you po sa inyo.. napaka informative and easy to understand ang mga explanations nio plus kulet puns.

  • @paolotin6785
    @paolotin6785 5 років тому +1

    Thank you for this mga sir! Will start having my simple financial plan. Tho may part na parang magkakadoubt ka sa sarili mo kapag nakita mo na lahat ng gastos mo at isa ka sa may mabababang sweldo mapapatanong ka nalang kung kaya mo ba 😂 pero alam kong mali yon and it should motivate me, kudos sa inyo!

    • @WealthArki
      @WealthArki  5 років тому +2

      paolo tin thank you for your kind words. Please do share the learning and our videos, too!

    • @GhostGamerz2129
      @GhostGamerz2129 5 років тому +1

      I recommend reading RichDadPoorDad By Robert Kiyosaki for this kind of problem meron siyang sinasabi dun paano papaaganahin yung pagkafinancial genius natin :)

  • @bernabemariano7025
    @bernabemariano7025 3 роки тому

    Im learning from you guys that made me to save and invest

  • @roelbayronjr5723
    @roelbayronjr5723 4 роки тому

    Solid ng mga video niu sirz..
    🤘😎👌
    I'm learning a lot.

  • @samboy4193
    @samboy4193 5 років тому

    galing po talaga purong pagtulong salamat po

  • @annamargaritasantos3547
    @annamargaritasantos3547 3 роки тому +1

    3 column financial plan:
    1st column- target year (date)
    2nd column- dreams / goal ie. travel, business, house, education, etc.
    3rd column- Est. budget for that goal/ how much you need

  • @eduardojr1931
    @eduardojr1931 4 роки тому

    thanks po.

  • @richellemercado9280
    @richellemercado9280 5 років тому +1

    Thanks guys for this very informative video 👍👍👍

  • @PinayInvestor
    @PinayInvestor 3 роки тому

    Thanks for sharing your insightful tips about financial planning, Sir Rienzie and Fitz! Learned a lot from both of you. :) God bless!

  • @bernabemariano7025
    @bernabemariano7025 3 роки тому

    I really admire you both guys coz your really think of the future and thanks for giving us advises on how to increase our finances, i hope you can convince others to invest others.

  • @christophernajorra2999
    @christophernajorra2999 5 років тому

    Thank you po sirs

  • @codenameacero2616
    @codenameacero2616 5 років тому

    Excellent topic 👍👍👍

  • @ja4284
    @ja4284 5 років тому +1

    Awesome content! Very helpful. Thank you 😊

  • @PaoloFernandEstrabo
    @PaoloFernandEstrabo 5 років тому

    Helpful video

  • @davegarcera4135
    @davegarcera4135 2 місяці тому

    Mlpit n po 60k

  • @lucy-vv6cw
    @lucy-vv6cw 4 роки тому

    Thanks thanks for this!!!

  • @JV-wz6qb
    @JV-wz6qb 3 роки тому

    San pwede mginvest

    • @WealthArki
      @WealthArki  3 роки тому

      here’s our vid to guide you on that:
      ua-cam.com/video/QN_XC2VgKcs/v-deo.html

  • @RagingSovereign
    @RagingSovereign 4 роки тому

    Thank you for the informative video. I already have a VUL but I'm plannting to invest in mutual funds and stocka. Should i make a seaprate investment for stocks or just put my extra money on my VUL after paying the annual premiums for investment? Thank you

    • @WealthArki
      @WealthArki  4 роки тому

      That would depend on your target amount. But usually, direct investing in pure instruments such stocks/mutual funds/UITFs have lesser charges and therefore, you maximize your money with them vs. a VUL.

  • @paoloolio1867
    @paoloolio1867 4 роки тому

    Very informative :)

  • @cess_262
    @cess_262 4 роки тому

    Speechless ❤️❤️❤️❤️❤️❤️❤️❤️
    Very simple yet very informative

  • @leakrisandadevilla2136
    @leakrisandadevilla2136 3 роки тому

    ❤️

  • @laagankaayo
    @laagankaayo 4 роки тому

    sapatos o vietnam? LOL thanks for thissss

  • @marlberroya3571
    @marlberroya3571 3 роки тому

    anu yung bank na may ATM at may insurance na kasama?

    • @WealthArki
      @WealthArki  3 роки тому

      BPI has. You may also check out Security Bank as well.

  • @johncharllirazan3363
    @johncharllirazan3363 4 роки тому

    Nga cers ano nga po Yung book nyo po?

  • @jomelsayson9828
    @jomelsayson9828 4 роки тому +1

    This channel deserves more subs..congrats to you mga sir.

  • @cristinecruz9327
    @cristinecruz9327 5 років тому

    Gud am po mas kailangan bumili po ba pag mababa ang stock market for long term katulad po ng sunlife

    • @WealthArki
      @WealthArki  5 років тому

      Cristine Cruz please do watch this vid of ours to answer that
      ua-cam.com/video/mYH1vPxuWOg/v-deo.html
      Thanks!

  • @warrenreyflores6115
    @warrenreyflores6115 4 роки тому

    Paano po ba maging gaya nyo. How and where can i start doing the same career as you?

  • @ven7605
    @ven7605 5 років тому

    thanks mga sir :)

  • @katherinerogacion2466
    @katherinerogacion2466 5 років тому

    Thank you for this. Is it alright if one of you can check the financial plan that I created?

    • @WealthArki
      @WealthArki  5 років тому

      Katherine Rogacion you can send it to admin@wealtharki.com. Thanks!

    • @katherinerogacion2466
      @katherinerogacion2466 5 років тому +1

      @@WealthArki Thank you. I just sent it.

  • @samrativo
    @samrativo 5 років тому

    Ask ko po if you have facebook where you also upload videos

    • @WealthArki
      @WealthArki  5 років тому +2

      Sam Rativo we do upload this video on our FB page, Wealth Arki. Thank you.

  • @moneyinvolve2815
    @moneyinvolve2815 5 років тому

    Hello mga sir, nakita ko regards BTID videos niyo. Paano po magstart?

    • @WealthArki
      @WealthArki  5 років тому

      Carlo Nabanalan Good day! You may watch our videos on our insurance playlist as well as investing, Mutual Fund, and Insurance Playlist to know more how to start. If you still need more information, please do email admin@wealtharki.com to set an appointment with us. Thanks!

  • @christeltata9773
    @christeltata9773 5 років тому

    Gusto ko sana magpacoach

    • @WealthArki
      @WealthArki  5 років тому +1

      Christel Tata hi kindly email us at admin@wealtharki.com so that we can help you with the coaching service.

  • @tiankeith9789
    @tiankeith9789 5 років тому

    😎😎😎

  • @marr3166
    @marr3166 5 років тому +1

    Or siguro same amount pero mas mabilis mo makukuha goals mo dahil sa interest

  • @mmwwuuaahh
    @mmwwuuaahh 5 років тому +1

    d to magagawa ng mga marami utang sa home credit heheh

  • @Reymarkz
    @Reymarkz 5 років тому

    👍👍👍👍👍👍👍👍👍👍👍👍

  • @godwillcamitan540
    @godwillcamitan540 5 років тому

    Hello mga sir. Baka may suitable investments for working students na want to invest upto 2 to 5 yeaes. Thanks

    • @WealthArki
      @WealthArki  5 років тому

      Godwill Camitan you can go for UITFs or Mutual Funds but make sure you’re 18 already.
      Please do watch this vid where to invest to guide you:
      ua-cam.com/video/QN_XC2VgKcs/v-deo.html

  • @nathanielcatingcoy3029
    @nathanielcatingcoy3029 5 років тому

    Uitf/mf Equity or pagibig mp2 5 yrs horizon po? Tia :)

    • @WealthArki
      @WealthArki  5 років тому +1

      Nathaniel Catingcoy here’s our vid for that:
      ua-cam.com/video/QN_XC2VgKcs/v-deo.html
      Thanks!

  • @albertmanansala1450
    @albertmanansala1450 4 роки тому

    hello po sir. can i invest in mutual fund bond fund if my goal is to build my own house within 5 years? thank you!

    • @WealthArki
      @WealthArki  4 роки тому +1

      Yes, that would be prudent and follows the principle of matching. For more details on that, please do watch this vid of ours:
      ua-cam.com/video/QN_XC2VgKcs/v-deo.html

    • @albertmanansala1450
      @albertmanansala1450 4 роки тому

      thank you so much sir Godbless po😊

    • @chamcee10
      @chamcee10 Рік тому

      Probably Yes but it still depends on the amt you want to put in the MF as investment. Well, if you will invest 1M in your MF ROI wii be bigger but still not that very big. How much percent per annum will your money gain as an interest in the MF then if you have 1M ? I guess 8% That's still unpredictable! Approximately around 400k in 5 yrs!
      Better consult with an Insurance-MF agant/Fund Mgr. Goodluck and God bless.😊

  • @ervinbotis9478
    @ervinbotis9478 5 років тому

    San kaya pwd mag invest boss 5k per month San mas malaki Ang return boss oh sa equity fund,,oh pag ibig ..salamat po sa reply

    • @WealthArki
      @WealthArki  5 років тому

      Ervin Botis we can give you a more accurate recommendation if we know more about your financial goals and resources and we can do this through our financial consultation.
      Please visit this link to learn more: www.wealtharki.com/consultation/
      Thanks!

  • @A0811-AA
    @A0811-AA 4 роки тому

    What if hndi ngyari ung estimated goal/price?

    • @WealthArki
      @WealthArki  4 роки тому +1

      ailee anunciacion those are two different matters with a different answers each.
      if the goal did not happen, money can be reallocated to other financial goals.
      If the price did not materialize, either the goal can be moved, changed or scrapped.
      Either way, a financial planner should be able to help you decide.

  • @jabbajed926
    @jabbajed926 5 років тому +2

    Thank you very much for the informative and helpful video. I can’t help to notice that your title is in English but the video is taglish. I believe you can grow your viewer and subscriber base if you fully transition to English as your tips and advices can be applied not just in Philippines.
    I hope this helps.

    • @WealthArki
      @WealthArki  5 років тому +1

      Rainman thank you for your recommendation. We will surely have that in mind as we grow our subscriber base.

  • @nonicastillo5453
    @nonicastillo5453 5 років тому +1

    Arki gusto ko magkaroon ng investment sa stocks pero di ko alam mag start.Can you help me?

    • @WealthArki
      @WealthArki  5 років тому +2

      Noni Castillo please do watch our playlist on Stock Market. We have some videos on that there. Thanks!

    • @nonicastillo5453
      @nonicastillo5453 5 років тому

      Wealth Arki Salamat po mga sir.God bless po

  • @kaczarwin
    @kaczarwin 4 роки тому

  • @kowalczyk5644
    @kowalczyk5644 Рік тому

    Hello

  • @panj9918
    @panj9918 4 роки тому

    Vietnam for 2020.............then covid happened

  • @samrativo
    @samrativo 5 років тому

    Ask ko po if you have facebook where you also upload videos

  • @warrenreyflores6115
    @warrenreyflores6115 4 роки тому

    Paano po ba maging gaya nyo. How and where can i start doing the same career as you?