Retirement Planning Archives - Page 2 of 2 - Rupakumar Pradhan, CFPCM, CWM®

August 15, 2023
By Rupakumar Pradhan
Banking, Basics, CFP, Financial Planning, Life & Spirituality, Money Mantras, Mutual Funds, Retirement, Stock Market, Wealth
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How to Retire at 45 in 7 Easy Steps

How to Retire at 45 in 7 Easy Steps Imagine waking up every morning with the exhilarating freedom to pursue whatever brings you joy, without the confines of a traditional 9-to-5 job. Early retirement, once seen as a distant dream, has become an enticing goal for many individuals seeking financial independence and the ability to […]

December 2, 2022
By Rupakumar Pradhan
Basics, Financial Planning, Money Mantras, Retirement, Wealth
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Never Lose Your Money Mindset Again

Never Lose Your Money Mindset Again Most people face challenges when it comes to managing their money. Why is it so? Yes, You may be interested to know what makes one person successful with money and another give up and why. As a financial planner for the last 12 years, I have communicated with my […]

October 7, 2022
By Rupakumar Pradhan
Basics, CFP, Financial Planning, Money Mantras, Wealth
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Never Suffer From The Cost of Delay Again

5th October 2022 World Financial Planning Day! World Financial Planning Day was held to raise awareness about the importance of financial planning. Doctors, lawyers, architects, CAs, career counselors, medical counselors, physiotherapists, gym trainers, and nutritionists are available in every city or online. Why should I visit them? It might be a silly question to you […]

January 14, 2022
By Rupakumar Pradhan
Basics, Financial Planning, Insurance, Life & Spirituality, Money Mantras, Mutual Funds, Retirement
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Choose wisely!

Choose wisely! In 2015, I interacted with one of my inquiries for the financial planning service the other day. It was a summer day at Bhubaneswar. At the same time, I have just completed four years as a CFP Professional practitioner. Yes, that time was the most struggling period for me to establish myself as […]

August 1, 2021
By Rupakumar Pradhan
Basics, Financial Planning, Money Mantras, Wealth
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A Guide To Choose A Financial Planner At Any Age

A Guide To Choose A Financial Planner At Any Age Financial planners are professionals who assist their clients in making decisions about how to spend, save, invest, and grow their money to achieve their financial goals and attain financial freedom. They can guide specific financial objectives, such as purchasing a home, creating a retirement plan, […]

Why I Wrote This Book

My book “JOYFUL RETIREMENT- The 7 Step Strategy for Healthy, Wealthy and Early Retirement” was published on 25th April 2021. Yes, my friends and clients keep asking me if I have always wanted to write a book in my life and why I decided to do it now. The idea was started a few years ago as […]

April 16, 2021
By Rupakumar Pradhan
CFP, Financial Planning, Money Mantras, Wealth
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The Client’s Experience with the “Comprehensive Financial Plan”

Are you ready to hear an inspiring story about financial planning? Meet Mr. Sachet Parida, a resident of Mumbai, who recently embarked on a life-changing journey towards financial freedom. In this blog, we will delve into his incredible experience with a “Comprehensive Financial Plan” and how it transformed his financial situation for the better. Fast […]

April 15, 2021
By Rupakumar Pradhan
Basics, Financial Planning, Insurance, Money Mantras, Mutual Funds, Tax Planning, Wealth
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5 Reasons Why A Financial Plan Is Important

5 Reasons Why A Financial Plan Is Important Many of us have specific financial goals that we aim to achieve. These goals may include buying a home, setting up a fund for our daughter’s marriage, saving for our child’s higher education (such as MBA, MBBS, Engineering, etc.), designing a debt management strategy, planning insurance, and […]

Retirement Planning