Mike Sikar的动态

Not knowing how much super you retire is the main question we help clients answer

?? "Wake Up Excited: Chase Your Investing Goals!" ?? ?? What a powerful reminder! When you're crystal clear about your goals, every morning becomes an opportunity filled with excitement and purpose. ?? ?? So, here's the question: What are your investing goals? Whether it's achieving financial freedom, building wealth for your family's future, or funding your dream retirement, now is the time to pursue them with passion and determination. ?? Consider passive investing as a path to realizing your financial aspirations. With real estate syndications, you can grow your wealth while enjoying the freedom to live life on your terms. ?? ?? Don't wait for tomorrow to start living your dreams. ??Take that first step today towards your investing goals. Let's turn your vision into reality together! #goals #specificgoals #believeinyourself #positivemindset #success #motivation

Let's get real about happiness and financial goals. While money itself doesn't necessarily equate to happiness.. Achieving your financial goals can contribute to a sense of security and well-being.. Which can in turn contribute to overall happiness. Start by asking yourself: → What do you want to achieve in the next 5 years? → Where do you want to be in 10 years? → What does your dream retirement look like? → Why is this important to me? Your answers will guide your investment choices and daily money decisions. So set SMARTER goals Make it.. → Specific: Be clear with what you want to achieve → Measurable: How much is it? → Achievable: Follow the Goldilocks Rule—not too easy and not too hard. → Relevant: Is the goal aligned with your Financial Why? → Time-bound: When is the deadline? Then.. → Evaluate regularly to check progress → Reward yourself to make it satisfying Financial success isn't a one-time event, it's a journey. Need help setting up your financial goals? Book for a call today ???? https://lnkd.in/dA5WP_yB

“Now that I’ve talked that all through, I know what my answer is.” He shared. They were at an inflection point with income. A challenging work environment and unsure if they would start a business together or take a promotion. It had been a multiple year question and they both sensed his burnout. The number part wasn’t hard: ??Together, we calculated their expenses ??Together, we calculated their potential income in each scenario ??My team of experts showed them a projection of what their retirement income could look like with both scenarios ??To cover the bases if he decided to go on his own, my team recommended an investment change, a safety net of insurance, and guardrails around the money that couldn’t be used for the venture. He felt a sense of calm as he said “I’ve already picked out a name for the company.” ?Sometimes we have a voice in the back of our head that can’t be quieted. It calls us toward taking a chance on ourselves. We feel the long term regret setting in if we don’t take the leap.? In these moments, it doesn’t have to be a heavy lift to figure out a financial plan to make that calling work. With our approach of coaching to get clear on what you want + financial planning to make the numbers work, clients are able to boldly approach the action they want to take. In your corner as you take a leap of faith (grounded in the numbers) ??Liz

Is fear keeping you from being completely present? Hard to fully enjoy yourself when there are unanswered questions: ? How will my family be ok if I pass? ? How can I keep the state from coming after my assets? ? How will I make ends meet if I am too sick or inured to work? ? How will I avoid coming out of retirement when the market is down? It’s easy to remain uncomfortable while these questions aren’t answered. | The bitter irony | Most people never seek answers because – it’s uncomfortable! If you’re doing financial planning correctly ? It’s not going to be all fun and games ? It’s more than investing. One of life’s harsh realities ? You’re always going to run into discomfort. In this case, you can either be uncomfortable because: 1. You don’t know how you and your family will survive a curveball. 2. You need to TALK about how you and your family will survive a curveball. There’s one choice that provides answers and release from the discomfort. If you’re ready to rip the band-aid off and talk, I’m here to provide answers. -Lambie

My client has achieved Financial Freedom at 60 Mr A was one fo my first few clients and I was blessed to be given an opportunity to plan for his retirement ?? For someone in his 50s, why would he choose me out of the rest? I acknowledge that I was new in the scene, but I was ????????????????????, ???????????? ?????? ??????????????????, and so far in everything I have embarked on, I deliver results. He took a leap of faith in me, given me an ?????????????????????? to reliase his financial goals. After years of building, fine tuning and constant monitoring, Mr A now enjoys complete financial freedom ?? . Our strategy? ??Tax-efficient income?through SRS ??7% p.a. dividend-generating investments ??Diversified income streams?for stability ???The result:?$8,000 in monthly passive income—?????? ????????. ?? His savings? Still intact and growing steadily. But beyond the numbers, what truly matters: ???Confidence in his future ???No financial stress ???More time with family??? The Common Pitfall: Many rely on a?single income source, only to face: ?? Shrinking savings ?? ?? Rising financial anxiety ?? The need to work past retirement A Smarter Approach: ?? Sustainable dividend investing ?? Multiple, reliable income streams ?? A disciplined, long-term plan that starts early ???My client now works by CHOICE, not necessity. This transformation—from uncertainty to freedom—???? ????? ?? ???? ??????? ?? ????. I'm grateful to Mr A for giving me an opprtunity to ???????????? ???? ???????????? ???? ?????? ????f??. ???The key takeaway??Passive income isn’t a luxury. It’s a necessity. What steps are you taking to grow your passive income? I would love to hear from you!??

When I was in my early twenties, financial planning wasn’t exactly a top priority. Like many, I was focused on my career, enjoying life, and didn’t really think about the distant future. Retirement? That seemed so far away. But then I had a conversation with my mentor that completely shifted my mindset. He shared a simple but powerful concept with me that stuck: compound interest. To illustrate the power of starting early, let me show you two scenarios. ?? Person A: Invested $200/month from 25-35, then stopped. ?? Person B: Started at 35, invested $200/month until 65. When they both hit 65, guess who had more money? Despite investing for just 10 years, Person A ended up with more wealth than Person B, who contributed for 30 years. The difference was timing. Person A gave their money an extra 10 years to grow and benefit from the magic of compounding. ?? Here’s the math: With a 7% average annual return: ?? Person A: $24,000 invested → $264,000 ?? Person B: $72,000 invested → $240,000 This revelation taught me that time is our most valuable asset in wealth-building. Even small, early contributions can grow significantly. ?? Key takeaways: 1. Start now, no matter how small. Consistency trumps amount. 2. Be patient. Compound interest rewards long-term thinking. 3. Don't wait for the 'perfect' moment. Delays can be costly. This experience reshaped my financial approach. Whether you're 20 or 40, it's never too late to begin. Your future self will thank you! P.S. If you find it useful, share it with your network !! #Investing #CompoundInterest #FinancialFreedom #PersonalFinance #StartEarly

"How will you measure your life" - Clay Christensen Money is crucial, but it's not the sole measure of success. As a financial planner, I suggest you consider more than just financial security for retirement or future needs. Success is about living your best life now, not just in the distant future. Many aim to work hard, save rigorously and retire early, but what's the point if you're left wondering how to truly enjoy life at 50? At Invest Peacefully, we believe in a holistic financial plan that not only secures your future but also helps you create lasting memories and experiences with your loved ones. True success lies in a solid life plan that enriches your present and future, leaving behind a meaningful legacy for generations to come. We are dedicated to crafting unbiased financial strategies that empower you and your family to live your best lives both now and in the years ahead. Reach out to us to start building a legacy of happiness, cherished moments, and financial independence for your children. Let's create a future where you thrive, and your loved ones flourish. Yours truly, Abhi Goel @Invest Peacefully [email protected] #FinancialPlanning #LegacyBuilding #InvestPeacefully #HolisticFinance #FamilyLegacy #PassiveIncome

?? ???????? ??????????, ?????????????? ???????????????? ?? ?????????????????? ???????????????? ??????’?? ???????? ?????? ?????? ??????????????—it’s a game changer for everyone! Here’s how creating a financial plan can set you on the path to success: ?? ???????? ???????????? ???????? ??????????????: Whether it’s buying your first home, starting a business, or taking that dream vacation, a financial plan helps you set and achieve your goals. ?? ?????????? ???????? ???????????????????? & ?????????????? : A solid plan guides you in paying off debt and saving strategically, preparing you for both the expected and the unexpected. ??? ???????????? ???????? ????????????: From retirement savings to insurance, financial planning ensures you’re protected against life’s uncertainties. ?? ?????????? ?????? ???????? ????????????: With a clear strategy, you can make informed investment decisions, allowing your money to work for you over time. ?? ?????????? ???? ????????: Having a plan in place brings confidence and peace of mind, so you can focus on what truly matters. No matter where you are in life, it’s never too early—or too late—to start planning for your financial future. Let’s create a personalized plan that helps you achieve your dreams and secure your future. ?? #FinancialPlanning #FutureGoals #InvestInYourself #FinancialWellness

Well said Nikkhiel N... Exactly, My thoughts on this topic: https://lnkd.in/gEwH2EZV Financial Planning is not just about picking the right investment vehicle. Wealth creation is a small part of it and there is much more. Most working professionals think if I am saving some money, I have a plan. The truth hits only during emergency. The test of plan is in troubled times more than good times. This is similar to your relationship with a Doctor or a Fitness Coach. Financial Planner is your coach helping you improve your relationship with Money and helping you navigate peacefully through troubled times.