Pera & Purpose Podcast

127: The Five Things You Need To Know Before Investing

August 27, 2023
127: The Five Things You Need To Know Before Investing
Pera & Purpose Podcast
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Pera & Purpose Podcast
127: The Five Things You Need To Know Before Investing
Aug 27, 2023

Today, we're diving deep into a topic that's dear to my heart—Investing.

Sa panahon ngayon, nakakatempt mag-invest sa dami ng mga nagsusulputang investments, strategies and ways to get rich faster.

Pero do you really know what you're getting into?

I've been there—nag-invest without proper understanding, guided only by the excitement and dreams of quick riches.

Ang resulta?  Napakalaking financial setback.

Sayang ang oras, pagod at pera, diba?

I wish someone had shared with me the essential things to consider before diving into investing.

So now, I'm sharing them with you.

Pramis, this will save you MILLIONS!

🧠What You'll Learn:

3:44 How I Got Into Investing
6:55 The Dunning Kruger Effect
7:54 Purpose: Your WHY in Investing
11:19 Risk Tolerance & Risk Capacity: Balance Between Desire and Safety
16:20 Time Horizon: Aligning Investments with Goals
20:07 Investment Vehicle: Know What You're Getting Into
20:49 Risk & Returns
21:59 Lock Up Period
22:42 Fees
28:29 Safety Nets
29:29 Why Emergency Fund Matters
31:06 Why OFW's should not buy insurance in the Philippines
34:43 Recap
37:25 Key Lessons
40:47 Today's Verse: Proverbs 21:5

👋🏽Download the Intentional Spending Plan here!

Visit http://jayadriantolentino.com/ today!

---
👋🏻 Connect with Kuya Jay on social media. Ask questions, inquire for collabs, sponsorships, or schedule a quick coaching call here.

Show Notes Chapter Markers

Today, we're diving deep into a topic that's dear to my heart—Investing.

Sa panahon ngayon, nakakatempt mag-invest sa dami ng mga nagsusulputang investments, strategies and ways to get rich faster.

Pero do you really know what you're getting into?

I've been there—nag-invest without proper understanding, guided only by the excitement and dreams of quick riches.

Ang resulta?  Napakalaking financial setback.

Sayang ang oras, pagod at pera, diba?

I wish someone had shared with me the essential things to consider before diving into investing.

So now, I'm sharing them with you.

Pramis, this will save you MILLIONS!

🧠What You'll Learn:

3:44 How I Got Into Investing
6:55 The Dunning Kruger Effect
7:54 Purpose: Your WHY in Investing
11:19 Risk Tolerance & Risk Capacity: Balance Between Desire and Safety
16:20 Time Horizon: Aligning Investments with Goals
20:07 Investment Vehicle: Know What You're Getting Into
20:49 Risk & Returns
21:59 Lock Up Period
22:42 Fees
28:29 Safety Nets
29:29 Why Emergency Fund Matters
31:06 Why OFW's should not buy insurance in the Philippines
34:43 Recap
37:25 Key Lessons
40:47 Today's Verse: Proverbs 21:5

👋🏽Download the Intentional Spending Plan here!

Visit http://jayadriantolentino.com/ today!

---
👋🏻 Connect with Kuya Jay on social media. Ask questions, inquire for collabs, sponsorships, or schedule a quick coaching call here.

How I Got Into Investing
The Dunning Kruger Effect
Purpose: Your WHY in Investing
Risk Tolerance & Risk Capacity: Balance Between Desire and Safety
Time Horizon: Aligning Investments with Goals
Investment Vehicle: Know What You're Getting Into
Risk & Returns
Lock Up Period
Fees
Safety Nets
Why Emergency Fund Matters
Why OFW's should not buy insurance in the Philippines
Recap
Key Lessons
Today's Verse: Proverbs 21:5