Dentists Who Invest Podcast artwork

How To Plan Your Financial Future with Rohit Rohela DWI-EP56

Dentists Who Invest Podcast

English - November 28, 2021 10:00 - 43 minutes - 29.6 MB - ★★★★★ - 1 rating
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Are you taking the right steps towards ensuring your financial future? We've got a treat for you! Come on this enlightening journey with our special guest, Rohit Rohela, a Chartered Financial Advisor who specializes in guiding professionals in the medical field through the labyrinth of financial planning. Rohit brings to light the distinct advantages of a CFA over Independent Financial Advisors and traditional Financial Advisors, making a compelling case for why CFAs are the gold standard when it comes to financial advice.

Navigating the financial territory can be quite a challenge, especially for those in the medical field such as dentists. We have an insightful conversation with Rohit about the merits and downsides of different professional structures like self-employment, limited companies, and LLPs. Rohit underscores the necessity of early financial planning for a secure retirement and shares effective strategies to achieve financial independence. Tune in for a riveting discussion about the power of regular budgeting and investing, as well as the benefits of an NHS pension. 

Our conversation takes a deeper turn when we start to dissect various investing strategies and the concept of asset allocation. From the age-old debate of passive vs active investing to understanding how to create a diversified portfolio, Rohit's valuable insights are not something to be missed. We also look into the role of volatility and future return expectations in investment decisions and the advantages of having your portfolio prepared by a professional. The conversation also unfolds to other asset classes such as property and Bitcoin, emphasizing the importance of understanding your liquidity needs. So, buckle up and get ready for an episode packed with practical advice and deep financial insights!

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