EP 17 | Let's Talk Legacy: Documenting Your Financial Life | The Sound of Money ft. Monika Halan

Welcome to The Sound of Money with Santosh Sirur! Join us for an insightful episode featuring Monika Halan, a renowned writer, author, and speaker known for her impactful contributions to personal finance.

Meet our guest:

Monika Halan

Writer, Author, Speaker | Money | Adjunct Professor Banasthali University

Books: Let’s Talk Money | Let's Talk Mutual Funds | Let's Talk Legacy

Chairperson SEBI Advisory Committee for IPEF

Highlights:

1) Monika emphasizes the critical need for families to document their financial details, citing real-life examples of how lack of preparation can leave families vulnerable during emergencies. This highlights the importance of legacy planning and financial preparedness.

2) She shares insights into her practical workbook, "Let's Talk Legacy," designed to help individuals organize essential financial information effectively, emphasizing personal finance and financial education.

3) The conversation extends to challenges faced by NRIs in managing Indian assets remotely and the importance of tailored financial planning strategies.

4) Monika provides clarity on recent SEBI guidelines affecting financial influencers, distinguishing between educational content and regulated investment advice.

5) Explore the evolving landscape of financial literacy and behavioural shifts in tier-two cities, reflecting broader changes in investor awareness and financial decision-making.

🔔 Stay Tuned! We'd love your feedback. Like this episode, share your views below, and join us for an insightful discussion on financial preparedness, legacy planning, and practical steps to secure your financial future. Don't forget to subscribe to The Sound of Money for more empowering episodes! Hit the bell icon so you're always in the loop!