Shows
sIMMPLy Lovaii - Expert with a HeartEp 024 : Term Insurance vs Endowment & ULIPs - What Should You Choose?Lovaii Navlakhi and Shanthala Kumble break down term insurance vs endowment and ULIPs, helping you choose the right plan, protect your family, and avoid overpriced policies.Choosing the right life insurance can feel overwhelming with so many options available. In this episode, Lovaii Navlakhi and Shanthala Kumble simplify the choices by comparing pure term insurance, endowment plans, and ULIPs. They discuss what each plan is best suited for, the costs involved, and common pitfalls to avoid. This episode helps you make informed decisions, ensuring your family’s protection and aligning your insurance with your fi...
2025-09-1016 min
sIMMPLy Lovaii - Expert with a HeartEp 024 : Term Insurance vs Endowment & ULIPs - What Should You Choose?Lovaii Navlakhi and Shanthala Kumble break down term insurance vs endowment and ULIPs, helping you choose the right plan, protect your family, and avoid overpriced policies.
Choosing the right life insurance can feel overwhelming with so many options available. In this episode, Lovaii Navlakhi and Shanthala Kumble simplify the choices by comparing pure term insurance, endowment plans, and ULIPs. They discuss what each plan is best suited for, the costs involved, and common pitfalls to avoid. This episode helps you make informed decisions, ensuring your family’s protection and aligning your insurance with your financial goals.
#Li...
2025-09-1016 min
sIMMPLy Lovaii - Expert with a HeartEp 023 : Is a Will Enough to Protect Your Legacy?Many believe that writing a will is sufficient to safeguard their family’s future. The reality is that a will alone can leave your assets vulnerable to disputes, taxes, and long delays.In SIMMPLY LOVAII | Episode 23, we discuss:The difference between a will and a family trustWhy setting up a trust can save your loved ones stress and moneyWhen you should consider adding a family trust to your estate planHow trusts help protect your legacy for generationsIf you want to secure your wealth and truly protect your legacy, this episode is for...
2025-08-1823 min
sIMMPLy Lovaii - Expert with a HeartEp 023 : Is a Will Enough to Protect Your Legacy?Many believe that writing a will is sufficient to safeguard their family’s future. The reality is that a will alone can leave your assets vulnerable to disputes, taxes, and long delays.
In SIMMPLY LOVAII | Episode 23, we discuss:
The difference between a will and a family trust
Why setting up a trust can save your loved ones stress and money
When you should consider adding a family trust to your estate plan
How trusts help protect your legacy for generations
If you want to secure your wealth and truly protect your legacy, this episode is for you.
Su...
2025-08-1823 min
sIMMPLy Lovaii - Expert with a HeartEp 022 : Moving Abroad or Returning to India? Here’s How NRIs Can Plan Their Finances RightWhether you're an NRI charting your path abroad or planning a return to India, your financial landscape is anything but one-size-fits-all. In this expert-led Q&A, Lovaii Navlakhi and Sneha Jaggar from IMMPL break down the 10 most common financial questions NRIs face—from mutual funds and Indian stock investments to retirement planning and tax compliance across borders.This episode will help you:Navigate NRI taxation rulesAlign global and Indian investmentsPlan for retirement across jurisdictionsUnderstand FEMA and RBI regulationsEnsure asset continuity between countriesBrief About the Episode:Cross-border living brings financial complexity. This episode is...
2025-07-2527 min
sIMMPLy Lovaii - Expert with a HeartEp 022 : Moving Abroad or Returning to India? Here’s How NRIs Can Plan Their Finances RightWhether you're an NRI charting your path abroad or planning a return to India, your financial landscape is anything but one-size-fits-all. In this expert-led Q&A, Lovaii Navlakhi and Sneha Jaggar from IMMPL break down the 10 most common financial questions NRIs face—from mutual funds and Indian stock investments to retirement planning and tax compliance across borders.
This episode will help you:
Navigate NRI taxation rules
Align global and Indian investments
Plan for retirement across jurisdictions
Understand FEMA and RBI regulations
Ensure asset continuity between countries
Brief About the Episode:
Cross-border living brings financial complexity. This episode is yo...
2025-07-2527 min
sIMMPLy Lovaii - Expert with a HeartEp 021 : From First Pay check to First Portfolio : New financial InningWhat To Do With Your First Salary?Just started earning? Your first paycheck can be exciting — and overwhelming. In this episode, we break down what really happens to your salary, how to build smart financial habits early, and why the decisions you make now can shape your financial future.Whether you're in your first job or just beginning to manage your money, this episode is your starting point for long-term financial confidence.Why is my in-hand salary so much less than my CTC?Un...
2025-07-1127 min
sIMMPLy Lovaii - Expert with a HeartEp 021 : From First Pay check to First Portfolio : New financial Inning
What To Do With Your First Salary?
Just started earning? Your first paycheck can be exciting — and overwhelming. In this episode, we break down what really happens to your salary, how to build smart financial habits early, and why the decisions you make now can shape your financial future.
Whether you're in your first job or just beginning to manage your money, this episode is your starting point for long-term financial confidence.
Why is my in-hand salary so much less than my CTC?
Understand the difference between CTC and take-home pay
Breakdown of EP...
2025-07-1127 min
sIMMPLy Lovaii - Expert with a HeartEp 020 : Global Planning: Navigating Money Without BordersMoving across countries? Your money needs a passport too.In Episode 20, Lovaii Navlakhi and Khushboo Aggarwal break down the essentials of Cross-Border Financial Planning — perfect for NRIs, returning Indians, or anyone whose life spans across geographies.From managing taxes in multiple countries, handling social security, to planning for retirement or inheritance across borders — we simplify the complexities of global wealth management.In this episode, we explore: What is Cross-Border Financial Planning The cost of not planning before relocating Social security, education & retirement...
2025-06-1920 min
sIMMPLy Lovaii - Expert with a HeartEp 020 : Global Planning: Navigating Money Without BordersMoving across countries? Your money needs a passport too.
In Episode 20, Lovaii Navlakhi and Khushboo Aggarwal break down the essentials of Cross-Border Financial Planning — perfect for NRIs, returning Indians, or anyone whose life spans across geographies.
From managing taxes in multiple countries, handling social security, to planning for retirement or inheritance across borders — we simplify the complexities of global wealth management.
In this episode, we explore:
✅ What is Cross-Border Financial Planning
✅ The cost of not planning before relocating
✅ Social security, education & retirement planning for global citizens
✅ Inheritance laws and tax traps to avoid
✅ Real m...
2025-06-1920 min
sIMMPLy Lovaii - Expert with a HeartEp 019 : Financial Footprints: Stories That Shape Financial FuturesIn this insightful episode, we explore how personal experiences, relationships, and shifting priorities shape financial decisions. Lovaii Navlakhi and Khushboo Aggarwal share real-life stories and reflections that highlight the human side of financial planning—from missed goals to meaningful breakthroughs.Episode Snapshot & Key Highlights:How clients’ financial behaviour is influenced by their upbringing and personal experiences.Common differences in financial expectations between partners—and how to bridge them.The importance of involving both partners in financial planning.Moments of discovery between couples that reshaped their financial conversations.The impact of assump...
2025-06-0327 min
sIMMPLy Lovaii - Expert with a HeartEp 019 : Financial Footprints: Stories That Shape Financial FuturesIn this insightful episode, we explore how personal experiences, relationships, and shifting priorities shape financial decisions. Lovaii Navlakhi and Khushboo Aggarwal share real-life stories and reflections that highlight the human side of financial planning—from missed goals to meaningful breakthroughs.
Episode Snapshot & Key Highlights:
How clients’ financial behaviour is influenced by their upbringing and personal experiences.
Common differences in financial expectations between partners—and how to bridge them.
The importance of involving both partners in financial planning.
Moments of discovery between couples that reshaped their financial conversations.
The impact of assumptions like life expectancy and inflation on planning outcom...
2025-06-0327 min
sIMMPLy Lovaii - Expert with a HeartEp 018 : When Life Changes Over Night: Finding Financial StabilityIn this episode, we delve into the real-life story of a woman who suddenly lost her spouse and was left to face emotional and financial uncertainty. Through her journey, we uncover the importance of thoughtful financial planning during life transitions and how a CeFT® professional helped her move from confusion to clarity.Episode SnapshotAfter the sudden loss of her spouse, a woman is faced with unexpected financial chaos. This episode explores how a CeFT® (Certified Financial Transitionist®) helped her navigate grief, avoid common mistakes, and regain financial stability — showing how the right...
2025-05-1228 min
sIMMPLy Lovaii - Expert with a HeartEp 018 : When Life Changes Over Night: Finding Financial StabilityIn this episode, we delve into the real-life story of a woman who suddenly lost her spouse and was left to face emotional and financial uncertainty. Through her journey, we uncover the importance of thoughtful financial planning during life transitions and how a CeFT® professional helped her move from confusion to clarity.
Episode Snapshot
After the sudden loss of her spouse, a woman is faced with unexpected financial chaos. This episode explores how a CeFT® (Certified Financial Transitionist®) helped her navigate grief, avoid common mistakes, and regain financial stability — showing how the right guidance can bring clarity in li...
2025-05-1228 min
sIMMPLy Lovaii - Expert with a HeartEp 017 : Navigating Major Life Changes – The Role of Financial Transition PlanningOverview:Significant life changes like inheritance, retirement, sudden loss of a loved one, or divorce can deeply impact your financial world. In this episode, we unpack the emotional and practical sides of money management during such transitions. We also highlight the unique role a Certified Financial Transitionist® (CeFT®) plays in helping you build stability and clarity during these critical times.Episode SnapshotIntroduction to Financial Transition PlanningEmotional impact of life transitions on financial decisionsCommon mistakes people make during major life eventsHow a CeFT® professional can balance emotions and mon...
2025-04-2820 min
sIMMPLy Lovaii - Expert with a HeartEp 017 : Navigating Major Life Changes – The Role of Financial Transition Planning
Overview:
Significant life changes like inheritance, retirement, sudden loss of a loved one, or divorce can deeply impact your financial world. In this episode, we unpack the emotional and practical sides of money management during such transitions. We also highlight the unique role a Certified Financial Transitionist® (CeFT®) plays in helping you build stability and clarity during these critical times.
Episode Snapshot
Introduction to Financial Transition Planning
Emotional impact of life transitions on financial decisions
Common mistakes people make during major life events
How a CeFT® professional can balance emotions and money decisions
Real-life scenarios and...
2025-04-2820 min
sIMMPLy Lovaii - Expert with a HeartEp 016 : Understanding Health Insurance: What You Must Know Episode Snapshot:This episode dives into the essentials of health insurance—demystifying policies, premiums, and exclusions. We cover everything from choosing the right plan and understanding claim processes to decoding terms like deductibles, co-payments, and waiting periods.Listeners will walk away with clarity on how to select a plan that fits their lifestyle, budget, and long-term health needs. Key Highlights: • Why health insurance is essential for financial planning• How to select the right policy• Common pitfalls and how to avoid them• Claim process...
2025-04-1520 min
sIMMPLy Lovaii - Expert with a HeartEp 016 : Understanding Health Insurance: What You Must Know🎧 Episode Snapshot:
This episode dives into the essentials of health insurance—demystifying policies, premiums, and exclusions. We cover everything from choosing the right plan and understanding claim processes to decoding terms like deductibles, co-payments, and waiting periods.
Listeners will walk away with clarity on how to select a plan that fits their lifestyle, budget, and long-term health needs.
🧩 Key Highlights: • Why health insurance is essential for financial planning
• How to select the right policy
• Common pitfalls and how to avoid them
• Claim process & tips to ensure smooth approval
🎯 Takeaway:
A practical guide t...
2025-04-1520 min
sIMMPLy Lovaii - Expert with a HeartEp 015 : How Does a PMS Work? Episode Snapshot:This episode demystifies Portfolio Management Services (PMS)—a premium investment option for high-net-worth individuals. We break down how PMS works, compare it with mutual funds, and explore key strategies like equity, debt, and hybrid models.Listeners will also learn how to evaluate a portfolio manager, understand tax implications, and decide if PMS fits their risk profile. Key Highlights:PMS vs Mutual Funds: What sets them apartTypes of PMS strategiesPros, cons & tax insightsHow to assess performanceTakeaway:A clear, concise guide to PMS—what it is, h...
2025-04-0915 min
sIMMPLy Lovaii - Expert with a HeartEp 015 : How Does a PMS Work?
🎧 Episode Snapshot:
This episode demystifies Portfolio Management Services (PMS)—a premium investment option for high-net-worth individuals. We break down how PMS works, compare it with mutual funds, and explore key strategies like equity, debt, and hybrid models.
Listeners will also learn how to evaluate a portfolio manager, understand tax implications, and decide if PMS fits their risk profile.
🧩 Key Highlights:
PMS vs Mutual Funds: What sets them apart
Types of PMS strategies
Pros, cons & tax insights
How to assess performance
Takeaway:
A clear, concise guide to PMS—what it is, how it works, and whether it’s right
2025-04-0915 min
sIMMPLy Lovaii - Expert with a HeartEp 014 : Budget 2025: The Impact on Investor BehaviourWhat does an investor do when a budget growls round the corner? Hold tight? Leave everything and run?Let’s sit back and listen as the experts make it simple for us in the second part of our post-budget episode of Simmply Lovaii! Tune in to insights from Lovaii Navlakhi, CEO and MD, IMMPL; Rahul Jain, Senior Vice President, Research and Advisory, IMMPL; and Aishvarya Dadheech, Founder and Chief Investment Officer, Fident Asset Management Pvt. Ltd. Listen and act right when the budget is still hot!
2025-02-0718 minsIMMPLy Lovaii - Expert with a HeartEp 014 : Investors and their behaviorWhat does an investor do when a budget growls round the corner? Hold tight? Leave everything and run?Let’s sit back and listen as the experts make it simple for us in the second part of our post-budget episode of Simmply Lovaii! Tune in to insights from Lovaii Navlakhi, CEO and MD, IMMPL; Rahul Jain, Senior Vice President, Research and Advisory, IMMPL; and Aishvarya Dadheech, Founder and Chief Investment Officer, Fident Asset Management Pvt. Ltd. Listen and act right when the budget is still hot!
2025-02-0718 min
sIMMPLy Lovaii - Expert with a HeartEp 014 : Budget 2025: The Impact on Investor BehaviourWhat does an investor do when a budget growls round the corner?
Hold tight?
Leave everything and run?
Let’s sit back and listen as the experts make it simple for us in the second part of our post-budget episode of Simmply Lovaii! Tune in to insights from Lovaii Navlakhi, CEO and MD, IMMPL; Rahul Jain, Senior Vice President, Research and Advisory, IMMPL; and Aishvarya Dadheech, Founder and Chief Investment Officer, Fident Asset Management Pvt. Ltd. Listen and act right when the budget is still hot!
2025-02-0718 min
sIMMPLy Lovaii - Expert with a HeartEp 013 : Union Budget 2025The Union Budget 2025 made one number very famous - 12. But it takes more than that to form the big picture. A few questions come to mind at this point. How are you really going to be affected by the budget if you belong to the bulging middle? Will you be able to save more and, consequently, invest more? Which are the new favourite sectors for investment? And, how will this budget shape the new India? We're exploring the answers on part 1 of this episode of Simmply Lovaii! Tune in for eye-opening insights from Lovaii Nav...
2025-02-0623 min
sIMMPLy Lovaii - Expert with a HeartEp 013 : Union Budget 2025The Union Budget 2025 made one number very famous - 12. But it takes more than that to form the big picture. A few questions come to mind at this point. How are you really going to be affected by the budget if you belong to the bulging middle? Will you be able to save more and, consequently, invest more? Which are the new favourite sectors for investment? And, how will this budget shape the new India?
We're exploring the answers on part 1 of this episode of Simmply Lovaii! Tune in for eye-opening insights from Lovaii Navlakhi, CEO and MD, I...
2025-02-0623 min
sIMMPLy Lovaii - Expert with a HeartEp 012 : The Final Piece - Mistakes to avoid while handling cross border finances.In this compelling conclusion of the series on Cross-Border Financial Planning under Simply Lovai, Lovai Navlakhi and Paresh Shah discuss technical challenges, tax implications, and the importance of having the right advisors when navigating multiple jurisdictions and demonstrate the value of collaboration among advisors across jurisdictions to get right professional advice when sought.The duo underscores that effective cross-border finance requires not just technical knowledge but also a deep understanding of familial and cultural dynamics.Drawing from case studies and their extensive experience, they emphasize the significance of proactive financial planning and l...
2024-10-1823 min
sIMMPLy Lovaii - Expert with a HeartEp 012 : The Final Piece - Mistakes to avoid while handling cross border finances.In this compelling conclusion of the series on Cross-Border Financial Planning under Simply Lovai, Lovai Navlakhi and Paresh Shah discuss technical challenges, tax implications, and the importance of having the right advisors when navigating multiple jurisdictions and demonstrate the value of collaboration among advisors across jurisdictions to get right professional advice when sought.
The duo underscores that effective cross-border finance requires not just technical knowledge but also a deep understanding of familial and cultural dynamics.
Drawing from case studies and their extensive experience, they emphasize the significance of proactive financial planning and legal preparedness.
Whether you’re...
2024-10-1823 min
sIMMPLy Lovaii - Expert with a HeartEp 011 : Seeking the Missing Piece! Cross-Border Finance Post-COVIDCaught in the maze of cross-border finance? Tune in to the second episode of our 3-part series on Cross-Border financing and subscribe to #SimplyLovaii for expert insights you won’t want to miss! #LovaiiNavlakhi of #InternationalMoneyMattersPrivateLimited, and #PareshShah, from PareShah Partners LLC help us understand the complexities of cross-border finance in a post-COVID world. The episode helps us understand how the pandemic reshaped personal finance strategies for families divided by continents through engaging conversation. Through a range of case studies that speak of relocation, asset transfers, the d...
2024-09-3021 min
sIMMPLy Lovaii - Expert with a HeartEp 011 : Seeking the Missing Piece! Cross-Border Finance Post-COVIDCaught in the maze of cross-border finance?
Tune in to the second episode of our 3-part series on Cross-Border financing and subscribe to #SimplyLovaii for expert insights you won’t want to miss!
#LovaiiNavlakhi of #InternationalMoneyMattersPrivateLimited, and #PareshShah, from PareShah Partners LLC help us understand the complexities of cross-border finance in a post-COVID world. The episode helps us understand how the pandemic reshaped personal finance strategies for families divided by continents through engaging conversation.
Through a range of case studies that speak of relocation, asset transfers, the devastating decisions emotional investors take and the role of an...
2024-09-3021 min
sIMMPLy Lovaii - Expert with a HeartEp 010 : Finding the Missing Piece : Cross-Border Financial Planning with Insights from Experts!Grappling with the complexities of cross-border finance?Tune in to our latest episode of Simply Lovaii for expert guidance on mastering #crossborder #finance and making informed decisions for a secure financial future! Join #LovaiiNavlakhi the CEO and MD of #InternationalMoneyMattersPrivateLimited and #PareshShah the CEO of PareShah Partners LLC, as they take us through this important topic. In this episode, the duo shed light on the nuances of cross-border #estateplanning, #assetmanagement, #retirementplanning, and the right timing for #financialplanning—while managing #internationalcareers and #family relocations. This engaging and ins...
2024-09-0517 min
sIMMPLy Lovaii - Expert with a HeartEp 010 : Finding the Missing Piece : Cross-Border Financial Planning with Insights from Experts!Grappling with the complexities of cross-border finance?
Tune in to our latest episode of Simply Lovaii for expert guidance on mastering #crossborder #finance and making informed decisions for a secure financial future!
Join #LovaiiNavlakhi the CEO and MD of #InternationalMoneyMattersPrivateLimited and #PareshShah the CEO of PareShah Partners LLC, as they take us through this important topic.
In this episode, the duo shed light on the nuances of cross-border #estateplanning, #assetmanagement, #retirementplanning, and the right timing for #financialplanning—while managing #internationalcareers and #family relocations.
This engaging and insightful conversation with real- life examples hint upon the ambiguity of...
2024-09-0517 min
sIMMPLy Lovaii - Expert with a HeartEp 009 : Is Cross-Border Financial Planning the Missing Piece?Is cross-border financial planning the missing piece in your financial puzzle? In this introductory episode of Cross Border Finance, Lovaii Navlakhi shares his insightful perspective: "I think people look at their sort of situations in life from the window they're seated at. And they don't look at the 360-degree view. We benefit from the fact of having met so many different people." Join us as we explore the fundamentals of cross-border finance, the key challenges faced by NRIs, and why a tailored financial strategy is essential for those navigating mu...
2024-07-3021 min
sIMMPLy Lovaii - Expert with a HeartEp 009 : Is Cross-Border Financial Planning the Missing Piece?Is cross-border financial planning the missing piece in your financial puzzle?
In this introductory episode of Cross Border Finance, Lovaii Navlakhi shares his insightful perspective: "I think people look at their sort of situations in life from the window they're seated at. And they don't look at the 360-degree view. We benefit from the fact of having met so many different people."
Join us as we explore the fundamentals of cross-border finance, the key challenges faced by NRIs, and why a tailored financial strategy is essential for those navigating multiple jurisdictions. Expect expert advice, real-life scenarios, an...
2024-07-3021 min
sIMMPLy Lovaii - Expert with a HeartEp 008 : Is Cross-Border Financial Planning the Missing Piece? -An Introduction to Cross-Border Finance?In this episode of Simmply Lovaii, experts Lovaii Navlakhi and Rahul Jain delve into the immediate insights and impacts of Union Budget 2024. Join us as they explore the key highlights, initial market reactions, and short-term impacts on various sectors. Discover significant tax changes for individuals and investments and learn how the strategic role of financial advisors can guide you during these pivotal times.Expect a thorough analysis of how these budget changes affect both individuals and businesses, with expert insights on market responses, capital gains taxation, and transformative growth opportunities in specific sectors. Explore...
2024-07-2627 min
sIMMPLy Lovaii - Expert with a HeartEp 008 : Budget 2024: Insights & ImpactIn this episode of Simmply Lovaii, experts Lovaii Navlakhi and Rahul Jain delve into the immediate insights and impacts of Union Budget 2024. Join us as they explore the key highlights, initial market reactions, and short-term impacts on various sectors. Discover significant tax changes for individuals and investments and learn how the strategic role of financial advisors can guide you during these pivotal times.
Expect a thorough analysis of how these budget changes affect both individuals and businesses, with expert insights on market responses, capital gains taxation, and transformative growth opportunities in specific sectors. Explore opportunistic investment strategies to...
2024-07-2627 min
sIMMPLy Lovaii - Expert with a HeartEp 007 : Deeper Conversations on Life's Financial Transitions: Challenges, Learnings, and New BeginningsCurious about how to turn life's financial challenges into opportunities for growth?Join us in "Deeper Conversations on Life's Financial Transitions: Challenges, Learnings, and New Beginnings" as we uncover profound insights from Lovaii Navlakhi and Susan Bradley.Lovaii Navlakhi inspires with his belief that "Every financial setback is a chance to reassess and rebuild stronger foundations." Susan Bradley emphasizes, "Navigating financial transitions requires a blend of resilience, compassion, and strategic planning."Discover how to navigate unexpected changes, embrace lessons from setbacks, and embark on new financial chapters with clarity and confidence....
2024-07-0924 min
sIMMPLy Lovaii - Expert with a HeartEp 007 : Deeper Conversations on Life's Financial Transitions: Challenges, Learnings, and New BeginningsCurious about how to turn life's financial challenges into opportunities for growth?
Join us in "Deeper Conversations on Life's Financial Transitions: Challenges, Learnings, and New Beginnings" as we uncover profound insights from Lovaii Navlakhi and Susan Bradley.
Lovaii Navlakhi inspires with his belief that "Every financial setback is a chance to reassess and rebuild stronger foundations." Susan Bradley emphasizes, "Navigating financial transitions requires a blend of resilience, compassion, and strategic planning."
Discover how to navigate unexpected changes, embrace lessons from setbacks, and embark on new financial chapters with clarity and confidence.
Listen for...
2024-07-0924 min
sIMMPLy Lovaii - Expert with a HeartEp 006 - Deeper Conversations on Life's Financial Transitions Growth, Resilience, and Emotional Well-being“Resilience isn’t just about bouncing back; it’s about adapting and thriving despite the challenges,” shares Lovaii Navlakhi in this episode of "Deeper Conversations on Life's Financial Transitions."Join Lovaii Navlakhi and Susan Bradley as they dive into the intricate world of financial transitions. Whether it's navigating career changes, making critical financial decisions, or managing the emotional rollercoaster that accompanies these events, this episode offers a treasure trove of wisdom and practical advice.“If you approach transitions with the right mindset, they can become opportunities for growth,” adds Susan Bradley. Together, Lovaii and S...
2024-06-2626 min
sIMMPLy Lovaii - Expert with a HeartEp 006 : Deeper Conversations on Life's Financial Transitions: Growth, Resilience, and Emotional Well-being“Resilience isn’t just about bouncing back; it’s about adapting and thriving despite the challenges,” shares Lovaii Navlakhi in this episode of "Deeper Conversations on Life's Financial Transitions."
Join Lovaii Navlakhi and Susan Bradley as they dive into the intricate world of financial transitions. Whether it's navigating career changes, making critical financial decisions, or managing the emotional rollercoaster that accompanies these events, this episode offers a treasure trove of wisdom and practical advice.
“If you approach transitions with the right mindset, they can become opportunities for growth,” adds Susan Bradley. Together, Lovaii and Susan share insights on...
2024-06-2626 min
sIMMPLy Lovaii - Expert with a HeartEp 005 : Deeper Conversations on Life's Financial Transitions: Retirement, Loss, and Business Sale“Many people don't realize they're in a transition until it's pointed out to them. Whether it's retirement, the loss of a loved one, or selling a business, these are profound life events that demand more than just financial planning." - Lovaii NavlakhiIn this episode of Simmply Lovaii, financial expert Lovaii Navlakhi and Susan Bradley from the Sudden Money Institute delve into the complexities of financial transitions. From defining what it means to be a financial transitionist to exploring the emotional and practical impacts of major life changes, this episode offers invaluable insights into navigating these critical jun...
2024-06-2023 min
sIMMPLy Lovaii - Expert with a HeartEp 005 : Deeper Conversations on Life's Financial Transitions: Retirement, Loss, and Business Sale“Many people don't realize they're in a transition until it's pointed out to them. Whether it's retirement, the loss of a loved one, or selling a business, these are profound life events that demand more than just financial planning." - Lovaii Navlakhi
In this episode of Simmply Lovaii, financial expert Lovaii Navlakhi and Susan Bradley from the Sudden Money Institute delve into the complexities of financial transitions. From defining what it means to be a financial transitionist to exploring the emotional and practical impacts of major life changes, this episode offers invaluable insights into navigating these critical junctures.
2024-06-2023 min
sIMMPLy Lovaii - Expert with a HeartEp 004 : Are You Ready for Life’s Sudden Changes and Financial Impact?Ever thought if you're ready to handle life's sudden changes that may impact your financial journey?Lovaii says, "The important thing during transition is that—why did this happen to me? Am I alone? Am I the only person who has faced this? And I think having a transitionist to go to who will normalize this and try and communicate to you that you're not alone."Join us as we sit down with Lovaii Navlakhi, APAC's first certified financial transitionist, to uncover how life's transitions can impact your financial decisions and the importance of integrating th...
2024-06-1021 min
sIMMPLy Lovaii - Expert with a HeartEp 004 : Are You Ready for Life’s Sudden Changes and Financial Impact?Ever thought if you're ready to handle life's sudden changes that may impact your financial journey?
Lovaii says, "The important thing during transition is that—why did this happen to me? Am I alone? Am I the only person who has faced this? And I think having a transitionist to go to who will normalize this and try and communicate to you that you're not alone."
Join us as we sit down with Lovaii Navlakhi, APAC's first certified financial transitionist, to uncover how life's transitions can impact your financial decisions and the importance of integrating this understanding into fi...
2024-06-1021 min
sIMMPLy Lovaii - Expert with a HeartEp 003 : Retirement Reimagined - Planning for a Fulfilling FutureHave you ever wondered what retirement really means and when you should start planning for it? In this episode of Simmply Lovaii, we dive deep into the evolving concept of retirement, discussing how perceptions and realities have shifted over the years.Lovaii says - "Fifteen years ago, people thought retiring at 40 was the ultimate goal. But what do you do at 42?"This sets the stage for an insightful conversation on the changing landscape of financial planning. The discussion covers changing retirement goals, the impact of increasing life e...
2024-06-0321 min
sIMMPLy Lovaii - Expert with a HeartEp 003 : Retirement Reimagined - Planning for a Fulfilling FutureHave you ever wondered what retirement really means and when you should start planning for it?
In this episode of Simmply Lovaii, we dive deep into the evolving concept of retirement, discussing how perceptions and realities have shifted over the years.
Lovaii says - "Fifteen years ago, people thought retiring at 40 was the ultimate goal. But what do you do at 42?"
This sets the stage for an insightful conversation on the changing landscape of financial planning. The discussion covers changing retirement goals, the impact of increasing life expectancies on financial planning, the importance of staying mentally a...
2024-06-0321 min
sIMMPLy Lovaii - Expert with a HeartEp 002 : The 3 Smart Moves for Your Bonus or AppraisalEver felt like life has its own plans while you’re busy making yours? Well, you’re not alone! As Lovaii Navlakhi says, 'You are not going to live your life based on the plans. Life is to happen as the plan gets modified.' Bonuses and appraisals—do they come with a side of tax headaches? Lovaii shares a cheeky solution: 'Avoid the income tax? Simple—just avoid the income. Hahaha!' Managing that extra cash takes a bit of finesse. From satisfying those spontaneous cravings to rolling with life's unexpected...
2024-04-2422 min
sIMMPLy Lovaii - Expert with a HeartEp 002 : The 3 Smart Moves for Your Bonus or AppraisalEver felt like life has its own plans while you’re busy making yours? Well, you’re not alone! As Lovaii Navlakhi says, 'You are not going to live your life based on the plans. Life is to happen as the plan gets modified.'
Bonuses and appraisals—do they come with a side of tax headaches? Lovaii shares a cheeky solution: 'Avoid the income tax? Simple—just avoid the income. Hahaha!'
Managing that extra cash takes a bit of finesse. From satisfying those spontaneous cravings to rolling with life's unexpected punches, Lovaii Navlakhi dives into the art of m...
2024-04-2422 min
sIMMPLy Lovaii - Expert with a HeartEp 001 : Financial planning for the salaried Is financial independence a big struggle? Just a mirage? Or done right, is it simmple? Lovaii says … “I think financial planning and advice has changed quite dramatically in the last few decades in the world. When financial planning first came to India, it was all about numbers. “Now, suddenly, it is ‘Oh, you know, I want to pursue a dream’. “Every individual has certain dreams, aspirations. Those dreams, aspirations can get converted into money. And therefore, one needs to plan for that money.” How do you plan to achieve your financial independenc...
2024-03-2700 min
sIMMPLy Lovaii - Expert with a HeartEp 001 : Financial planning for the salaried
Is financial independence a big struggle?
Just a mirage?
Or done right, is it simmple? Lovaii says …
“I think financial planning and advice has changed quite dramatically in the last few decades in the world. When financial planning first came to India, it was all about numbers.
“Now, suddenly, it is ‘Oh, you know, I want to pursue a dream’.
“Every individual has certain dreams, aspirations. Those dreams, aspirations can get converted into money. And therefore, one needs to plan for that money.”
How do you plan to achieve your financial independenc...
2024-03-2719 min
Paisa Vaisa with Anupam GuptaAdvisor Perspectives Part 1 : The Psychology of Finance with International Money MattersInvestment is more than just putting money in assets, it's an emotional decision! On the first episode of Advisor Perspectives, Anupam Gupta talks to Lovaii Navlakhi, founder & CEO of International Money Matters. Together, they take deep dive into the emotional aspects of financing, decisions impacting your asset portfolio, and how a good financial advisor makes a customized financial plan. They also discuss how financial advisors can build deeper connections with their clients, resulting in better services. This and much more on this episode of #PaisaVaisaAbout the ShowPaisa Vaisa is India's leading podcast on...
2022-08-2940 min