S2 E8 Choosing The Right Investment Vehicle For Your Journey

The Swan Effect - Creating and Sustaining Your Financial Wellbeing

Our moneyverse is shaping up really nicely so in episode 8 of Season 2, Arthi and Malika provide details of the technical aspects of investments to ensure that your moneyverse grows to counteract the negative impact of taxes.

To get you into the correct mindset, Arthi imparts some practical ways to take your mind off the stressful elements around your finances that will help lift your mood and position you away from the comfort and fear zones, towards the learning and growth mindset and zones.

Malika channels thinking towards selecting the correct investment vehicle for one's investments and assets, with Arthi and Malika providing high level understanding of the popular choices, being a retirement annuity, a unit trust, tax free investments and linked wrapped vehicles.
In the episode Arthi and Malika further discuss:

• How to take your wealth freedom to the next level
• Understanding the fundamental aspects of your moneyverse or as Malika prefers to say choosing the right vehicle for your financial freedom journey
• Provide amazing tips on how to overcome the feeling of being overwhelmed to make sure you have the confidence to move forward into a eye-opening learning zone
• The difference between the investment vehicle & asset composition and in actual fact what do these phrases actually mean.
• The cost of your investments
• Remind you of the importance of diversity within your finances

It is important to still obtain professional advice from a financial advisor when it comes to financial growth and development.
Remember: “the outcome of this game around your money it's still in your hands”

We would love to hear your views based on the concepts covered in this episode.

Do rate, write a review, and share with others.

This episode is proudly sponsored by Old Mutual Wealth.

Chapters

1. Advertisement: Old Mutual Wealth (00:00:00)

2. Introduction (00:01:11)

3. About Arthi Rabikrisson & Malika Peterson (00:01:45)

4. Welcome Listeners (00:02:51)

5. The Technical Aspects Of Investments (00:03:40)

6. Choosing The Right Investment Vehicle (00:04:22)

7. Overcoming The Fear Zone (00:05:04)

8. Instigate Your Rational Brain (00:06:23)

9. The Investment Vehicle (00:10:07)

10. Diversity & How To Achieve It (00:10:45)

11. The Infamous RA investment (00:11:35)

12. The Unit Trust Investment (00:12:22)

13. Life Wrapped Investment (00:12:45)

14. Tax Free Investment (00:13:29)

15. Malika's Main Two Vehicles (00:14:38)

16. What Is The Cost Of Your Investment (00:15:50)

17. A Quick Recap (00:18:42)

18. Using Professional Resources (00:21:18)

19. Malika's Parting Shot (00:22:47)

20. Arthi's Parting Shot (00:23:31)

21. Swanning Out For Now (00:25:25)

22. Thank You! (00:25:47)