『sIMMPLy Lovaii - Expert with a Heart』のカバーアート

sIMMPLy Lovaii - Expert with a Heart

sIMMPLy Lovaii - Expert with a Heart

著者： Timbre Media IMMPL
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 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!https://www.timbremedia.in, https://www.immpl.com/ マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
エピソード
  • 20: Ep 020 : Global Planning: Navigating Money Without Borders

    20: Ep 020 : Global Planning: Navigating Money Without Borders
    2025/06/19
    Moving across countries? Your money needs a passport too.
    In Episode 20, Lovaii Navlakhi and Khushboo Aggarwal break down the essentials of Cross-Border Financial Planning — perfect for NRIs, returning Indians, or anyone whose life spans across geographies.
    From managing taxes in multiple countries, handling social security, to planning for retirement or inheritance across borders — we simplify the complexities of global wealth management.
    In this episode, we explore:
    ✅ What is Cross-Border Financial Planning
    ✅ The cost of not planning before relocating
    ✅ Social security, education & retirement planning for global citizens
    ✅ Inheritance laws and tax traps to avoid
    ✅ Real mistakes people make when managing money across countries
    Whether you're moving out, moving back, or just planning smart — this one's for you.

    #GlobalFinancialPlanning #NRIWealth #CrossBorderMoney #FinancialPlanningPodcast #MoneyWithoutBorders #LovaiiNavlakhi #GlobalGoals #WealthAcrossBorders #InheritancePlanning #NRIAdvice #PodcastIndia #immpl #wealthmanagement
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    21 分
  • 19: Ep 019 : Financial Footprints: Stories That Shape Financial Futures

    19: Ep 019 : Financial Footprints: Stories That Shape Financial Futures
    2025/06/03
    In this insightful episode, we explore how personal experiences, relationships, and shifting priorities shape financial decisions. Lovaii Navlakhi and Khushboo Aggarwal share real-life stories and reflections that highlight the human side of financial planning—from missed goals to meaningful breakthroughs.
    Episode Snapshot & Key Highlights:
    • How clients’ financial behaviour is influenced by their upbringing and personal experiences.
    • Common differences in financial expectations between partners—and how to bridge them.
    • The importance of involving both partners in financial planning.
    • Moments of discovery between couples that reshaped their financial conversations.
    • The impact of assumptions like life expectancy and inflation on planning outcomes.
    • Often-overlooked goals and how advisors help bring them to light.
    • Helping clients manage competing responsibilities and make difficult decisions with clarity—such as when to say “no” to children.
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    27 分
  • 18: Ep 018 : When Life Changes Over Night: Finding Financial Stability

    18: Ep 018 : When Life Changes Over Night: Finding Financial Stability
    2025/05/12
    In this episode, we delve into the real-life story of a woman who suddenly lost her spouse and was left to face emotional and financial uncertainty. Through her journey, we uncover the importance of thoughtful financial planning during life transitions and how a CeFT® professional helped her move from confusion to clarity.

    Episode Snapshot
    After the sudden loss of her spouse, a woman is faced with unexpected financial chaos. This episode explores how a CeFT® (Certified Financial Transitionist®) helped her navigate grief, avoid common mistakes, and regain financial stability — showing how the right guidance can bring clarity in life’s most difficult moments.

    Key Highlights
    • Emotional events heavily influence financial decisions
    • The role of a CeFT® in balancing emotions and money
    • “Decision-free zones” help reduce mistakes during crisis
    • Structured planning turns uncertainty into clarity
    Takeaways
    • Don’t rush major decisions during emotional upheaval
    • Financial transitions require both empathy and expertise
    • The right support can transform chaos into control
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    28 分

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