14 episódios

Money stressing you out? Savings Circle has you covered. Vineet Prasad, an Accredited Financial Counselor and founder of Savings Academy, dives into everything you need to know about money as a millennial professional.

Savings Circle Savings Academy

    • Educação

Money stressing you out? Savings Circle has you covered. Vineet Prasad, an Accredited Financial Counselor and founder of Savings Academy, dives into everything you need to know about money as a millennial professional.

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

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

    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.

    • 6 min
    Ep #12: Starting a Side Hustle with Nick Reilly

    Ep #12: Starting a Side Hustle with Nick Reilly

    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.

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

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

    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.

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

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

    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.

    • 16 min
    Ep #9: Should You Refinance Your Student Loans?

    Ep #9: Should You Refinance Your Student Loans?

    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.

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

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

    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.

    • 17 min

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