Savings Circle
Ep #13: Creating Clear Financial Goals that Set You Up for Success

Ep #13: Creating Clear Financial Goals that Set You Up for Success

January 13, 2021

On today’s episode, Vineet shares his tips for setting exciting and meaningful financial goals that will help you spend more time on the people and things that matter to you. Vineet is an Accredited Financial Counselor® and the founder of Savings Academy, which helps young professionals to pay down debt, build savings, and feel confident around their finances.

Ep #12: Starting a Side Hustle with Nick Reilly

Ep #12: Starting a Side Hustle with Nick Reilly

January 6, 2021

Have you ever considered starting a side hustle, but haven’t yet pulled the trigger yet? I sat down with Nick Reilly, a Certified Financial Planner, to discuss tips for launching your side hustle to help you boost income and savings.

Ep #11: Get on Track Financially in 2021 with Money Dates!

Ep #11: Get on Track Financially in 2021 with Money Dates!

December 23, 2020

With 2021 fast approaching, Vineet shares his #1 tip to kickstart any 2021 financial goals - committing to having money dates! Vineet shares what’s worked well and not-so-well for himself and his clients when implementing money dates. Vineet is an Accredited Financial Counselor® and the founder of Savings Academy, which helps young professionals to pay down debt, build savings, and feel confident around their finances.

Ep #10: When Do You Need Life Insurance with Chloé Moore

Ep #10: When Do You Need Life Insurance with Chloé Moore

December 16, 2020

On this episode, have you ever wondered whether you should get life insurance, and if so, when? I sat down with Chloe Moore, a Certified Financial Planner, to unpack what you need to know about life insurance as a millennial professional.

Ep #9: Should You Refinance Your Student Loans?

Ep #9: Should You Refinance Your Student Loans?

December 9, 2020

With interest rates at record lows, Vineet shares his tips for deciding whether to save more money each month by refinancing your student loans. Vineet is the founder of Savings Academy, which helps young professionals to pay down debt, build savings, and feel confident around their finances.

Ep #8: The Art of Tax-Loss Harvesting with Rohan Nayak

Ep #8: The Art of Tax-Loss Harvesting with Rohan Nayak

December 2, 2020

On this episode, do you want to learn about an advanced financial strategy that could save you thousands of dollars in taxes?

 

Well I'll be talking with Rohan Nayak, a Certified Financial Planner, about how tax-loss harvesting can help you succeed financially.

Ep #7: Enjoying the Holidays without Raiding Your Savings

Ep #7: Enjoying the Holidays without Raiding Your Savings

November 25, 2020

With the Holiday Season in full gear, Vineet shares his tips for enjoying holiday gift giving without sacrificing your long-term financial goals! Vineet is an Accredited Financial Counselor and founder of Savings Academy, through which he aspires to help young professionals feel confident around their finances.

Ep #6: When to Sell Your RSUs with Daria Victorov

Ep #6: When to Sell Your RSUs with Daria Victorov

November 18, 2020

Do you have Restricted Stock Units (RSUs) from your job and feel conflicted about whether and when to sell them?

 

If so, you'll love this episode, with Daria Victorov, a Certified Financial Planner, on key considerations around selling RSUs!

Ep #5: Winning Strategies for Black Friday

Ep #5: Winning Strategies for Black Friday

November 11, 2020

With the holidays coming up, Vineet shares his tips to make the most of Black Friday without getting caught up in the mania.

Ep #4: How to Refinance a Mortgage with Skyler Denny

Ep #4: How to Refinance a Mortgage with Skyler Denny

November 4, 2020

Do you own a home or plan to buy one in the near future?

Then you need to know about mortgage refinancing, one of the most awesome financial strategies for homeowners.

Podbean App

Play this podcast on Podbean App