Retirement planning to get rupees 1.5 lakh monthly | B Wealthy , Financial plan

Achieve ₹1.25 Lakh Monthly Income for 40 Years: Expert Retirement Plan for 44-Year-Olds | B Wealthy
Welcome to B Wealthy! In this insightful episode, Swati Kumari sits down with Certified Financial Planner Poonam Rungta to craft a comprehensive retirement strategy for a 44-year-old individual aiming to secure a monthly income of ₹1.25 lakh for the next 40 years.

Together, they delve into:

Optimal Asset Allocation: Balancing equity, debt, and hybrid funds to maximize returns while managing risk.

Systematic Withdrawal Plan (SWP): Designing a withdrawal strategy that ensures a steady income stream.

Inflation Considerations: Adjusting for inflation to maintain purchasing power over four decades.

Tax-Efficient Investment Vehicles: Utilizing tools like NPS, PPF, and mutual funds for optimal growth.

Emergency Fund & Insurance: Building a safety net with health and life insurance.

This video is a must-watch for anyone in their 40s looking to plan a financially secure retirement.

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