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Creating Life Goal (pinoy

Know how to make your Goals for your investing and Financial needs.

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Creating Life Goal (pinoy

  1. 1. Creating Life Goals Compiled and Explained Further by Dexter Panganiban Disclaimer: Some Idea is from ANC on The Money Show Speaker : Jenny Del MundoCompiled by : Dexter Panganiban |
  2. 2. Align your Financial Goals With Your Dreams • Wealth • Home & Family • Health • Self Improvement • Philanthropy (Generosity)Compiled by : Dexter Panganiban |
  3. 3. Creating Life Goals • Having A Financial Plan Requires You to Prioritize. (Which Comes First) - Proverbs 19:21 • Put Money Value for Each Goal because each has a price tag. • Put a deadline (Without a deadline it’s a dream With a deadline it’s a goal) - Habakkuk 2:2Compiled by : Dexter Panganiban |
  4. 4. Your life stage can determine your priorityCompiled by : Dexter Panganiban |
  5. 5. Sound Foundation Safety Net & Steady Growth Funeral Expenses Estate Tax Transfer Home Ownership Death Education Fund Accident Retirement Fund Illness or Disability Mid Term Build Unemployment Long Term Savings Emergency Fund ProtectCompiled by : Dexter Panganiban |
  6. 6. Protect Stage • Emergency Fund – 3 to 6 of Your monthly expenses (Very Liquid) - Proverbs 27:12 (NLT) ”A prudent person foresees danger and takes precautions. The simpleton goes blindly on and suffers the consequences.“ • Secure Risk – Critical Illness – Untimely deathCompiled by : Dexter Panganiban |
  7. 7. Build Stage • Stocks • Mutual Funds • VUL ( Insurance + Investment )Compiled by : Dexter Panganiban |
  8. 8. Transfer Stage • Term or Whole Life InsuranceCompiled by : Dexter Panganiban |
  9. 9. Guides• The Younger You are the cheaper it is to protect• We need to avoid procrastination• Time can help you create more money• What is BTID – Buy Term and Invest the Difference
  10. 10. Goals Shall Be As Follows • Specific • Measurable • Attainable • Realistic • Time BoundCompiled by : Dexter Panganiban |
  12. 12. Money Should Not Be our Master • But Jesus also said “Do not store up for yourselves treasures on earth, where moth and rust destroy, and where thieves break in and steal. But store up for yourselves treasures in heaven, where neither moth nor rust destroys, and where thieves do not break in or steal; for where your treasure is, there your heart will be also.” Matthew 6.Compiled by : Dexter Panganiban |
  13. 13. Be Wise in Your Investment • Proverbs 21:20 (NIV) • 20 The wise store up choice food and olive oil, but fools gulp theirs down.Compiled by : Dexter Panganiban |
  14. 14. Diversification in the Bible • Ecclesiastes 11:1-3 ESV • Cast your bread upon the waters, for you will find it after many days. Give a portion to seven, or even to eight, for you know not what disaster may happen on earth. If the clouds are full of rain, they empty themselves on the earth, and if a tree falls to the south or to the north, in the place where the tree falls, there it will lie.Compiled by : Dexter Panganiban |
  15. 15. Warning About Temptation • 1 Timothy 6:9-10 ESV • But those who desire to be rich fall into temptation, into a snare, into many senseless and harmful desires that plunge people into ruin and destruction. For the love of money is a root of all kinds of evils. It is through this craving that some have wandered away from the faith and pierced themselves with many pangs.Compiled by : Dexter Panganiban |