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sIMMPLy Lovaii - Expert with a Heart
Timbre Media, IMMPL
24 episodes
1 month ago

Money can turn your dreams into reality. Earn, save and live your life just the way you want it. Simple, isn't it? Or maybe not so simple? It takes time, expertise, experience and never-ending vigilance to make your hard-earned money do your bidding. Here is Lovaii Navlakhi who brings you all of those to make it simple for you. Among the first certified financial planners in India and the first financial transitionist in Asia, he is passionate about helping you grow your money through dips and peaks, as also all those transitions life must undergo. And he set up International Money Matters Private Limited nearly a quarter century ago. Simmply the right person to have on your money side, right? In this podcast, Lovaii does what he loves best. He draws on his intimate knowledge of the cherished dreams and daunting financial challenges of thousands across the oceans and the decades. And unstintingly shares his wealth of experience to make a tangible difference in the quantity of your wealth and, consequentially, the quality of your life. Wherever you are or your wealth is in the world, Lovaii has the key to unravel what’s best for you. Lend an ear to his new podcast, “Simmply Yours.” Harvest ripe tips on how to make your money work for the life you want and deserve. And learn why money is not that simple to hold and grow unless you are willing to keep your eyes and ears always open, think and act smart. That's Simpply the natural way, when you are with Lovaii!

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All content for sIMMPLy Lovaii - Expert with a Heart is the property of Timbre Media, IMMPL and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Money can turn your dreams into reality. Earn, save and live your life just the way you want it. Simple, isn't it? Or maybe not so simple? It takes time, expertise, experience and never-ending vigilance to make your hard-earned money do your bidding. Here is Lovaii Navlakhi who brings you all of those to make it simple for you. Among the first certified financial planners in India and the first financial transitionist in Asia, he is passionate about helping you grow your money through dips and peaks, as also all those transitions life must undergo. And he set up International Money Matters Private Limited nearly a quarter century ago. Simmply the right person to have on your money side, right? In this podcast, Lovaii does what he loves best. He draws on his intimate knowledge of the cherished dreams and daunting financial challenges of thousands across the oceans and the decades. And unstintingly shares his wealth of experience to make a tangible difference in the quantity of your wealth and, consequentially, the quality of your life. Wherever you are or your wealth is in the world, Lovaii has the key to unravel what’s best for you. Lend an ear to his new podcast, “Simmply Yours.” Harvest ripe tips on how to make your money work for the life you want and deserve. And learn why money is not that simple to hold and grow unless you are willing to keep your eyes and ears always open, think and act smart. That's Simpply the natural way, when you are with Lovaii!

Show more...
Careers
Business
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Ep 017 : Navigating Major Life Changes – The Role of Financial Transition Planning
sIMMPLy Lovaii - Expert with a Heart
20 minutes
6 months ago
Ep 017 : Navigating Major Life Changes – The Role of Financial Transition Planning

Overview:

Significant life changes like inheritance, retirement, sudden loss of a loved one, or divorce can deeply impact your financial world. In this episode, we unpack the emotional and practical sides of money management during such transitions. We also highlight the unique role a Certified Financial Transitionist® (CeFT®) plays in helping you build stability and clarity during these critical times.


Episode Snapshot


  • Introduction to Financial Transition Planning
  • Emotional impact of life transitions on financial decisions
  • Common mistakes people make during major life events
  • How a CeFT® professional can balance emotions and money decisions
  • Real-life scenarios and tips to regain financial control
  • Steps to build a resilient financial transition plan

 Key Highlights


  • Financial planning is as much about emotions as it is about numbers.
  • Major life changes require structured financial decision-making.
  • CeFT® experts guide clients by blending emotional intelligence with financial expertise.
  • “Decision-Free Zones” after big events help prevent costly mistakes.
  • Transition planning ensures you move forward with clarity, not chaos.

 Takeaways


  • Understand the connection between life events and financial vulnerability.
  • Build emotional resilience into your financial plans.
  • Know when professional guidance is critical.
  • Prepare your financial transition strategy in advance.
  • Achieve long-term financial security, even during major disruptions.
sIMMPLy Lovaii - Expert with a Heart

Money can turn your dreams into reality. Earn, save and live your life just the way you want it. Simple, isn't it? Or maybe not so simple? It takes time, expertise, experience and never-ending vigilance to make your hard-earned money do your bidding. Here is Lovaii Navlakhi who brings you all of those to make it simple for you. Among the first certified financial planners in India and the first financial transitionist in Asia, he is passionate about helping you grow your money through dips and peaks, as also all those transitions life must undergo. And he set up International Money Matters Private Limited nearly a quarter century ago. Simmply the right person to have on your money side, right? In this podcast, Lovaii does what he loves best. He draws on his intimate knowledge of the cherished dreams and daunting financial challenges of thousands across the oceans and the decades. And unstintingly shares his wealth of experience to make a tangible difference in the quantity of your wealth and, consequentially, the quality of your life. Wherever you are or your wealth is in the world, Lovaii has the key to unravel what’s best for you. Lend an ear to his new podcast, “Simmply Yours.” Harvest ripe tips on how to make your money work for the life you want and deserve. And learn why money is not that simple to hold and grow unless you are willing to keep your eyes and ears always open, think and act smart. That's Simpply the natural way, when you are with Lovaii!