Minoti Rajput's guest appearances

Minoti Rajput

Financial Advisor Success

Get Carried Away

The Sixth Degree with Emily Merrell Podcast

Best Life Best Death

Carolina Campbell

Renee Cohen

Emily Merrell

Lara Schmoisman

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

Carol Anderson

OwlTail

 There is nothing more intimidating than finances. Luckily Minoti Rajput is a pro at breaking down what needs to be done and hand holds you in the process of financially planning life. In this podcast we discuss everything from her advice to start discussing finances with a partner to aspects to keep you financially secure like life insurance, estate planning and most importantly knowing your numbers.  Here's what you'll learn:Minoti discusses her initial interest in finance and the turning point when she realized she wanted to take financial matters into her own hands to empower women. Minoti talks about her journey from working in finance in India to starting over when moving to the USA in the 1980’s. Making a decision to be financially savvy and empowering her daughters and other women to create financial security. Defining financial security and the steps needed over the lifetime to achieve it. Minoti talks about the mistakes many women make in their finances from a savings perspective. Minoti’s view on retirement and her personal goal to inspire women through speaking and connection. To learn more about Minoti Rajput, visit her website Secure Planning Strategies and check out her LinkedIn and Instagram. 

There is nothing more intimidating than finances. Luckily Minoti Rajput is a pro at breaking down what needs to be done and hand holds you in the process of financially planning life. In this podcast we discuss everything from her advice to start discussing finances with a partner to aspects to keep you financially secure like life insurance, estate planning and most importantly knowing your numbers.  Here's what you'll learn:<ul><li>Minoti discusses her initial interest in finance and the turning point when she realized she wanted to take financial matters into her own hands to empower women. </li><li>Minoti talks about her journey from working in finance in India to starting over when moving to the USA in the 1980’s. </li><li>Making a decision to be financially savvy and empowering her daughters and other women to create financial security. </li><li>Defining financial security and the steps needed over the lifetime to achieve it. </li><li>Minoti talks about the mistakes many women make in their finances from a savings perspective. </li><li>Minoti’s view on retirement and her personal goal to inspire women through speaking and connection. </li></ul>To learn more about Minoti Rajput, visit her website <a href="https://www.spsfinancial.com/" rel="nofollow" target="_blank">Secure Planning Strategies</a> and check out her <a href="https://www.linkedin.com/in/minotirajput/" rel="nofollow" target="_blank">LinkedIn</a> and <a href="https://www.instagram.com/minotirajput/" rel="nofollow" target="_blank">Instagram</a>.

How to Be Financially Empowered and Prepared with Wealth Advisor Minoti Rajput

Minoti Rajput, a Certified Financial Planner, Chartered Special Needs Consultant, with an MBA, has served as the founding president of Secure Planning Strategies for nearly four decades. Minoti’s primary area of specialty lies in developing and implementing financial and estate plans for affluent professionals, business owners, and retirees.  Follow Minoti: https://www.spsfinancial.comhttps://www.linkedin.com/in/minotirajput/Follow Carrie and Bra:https://www.instagram.com/bra_network/https://www.bra-network.com/ Hosted on Acast. See acast.com/privacy for more information.

Minoti Rajput, a Certified Financial Planner, Chartered Special Needs Consultant, with an MBA, has served as the founding president of Secure Planning Strategies for nearly four decades. Minoti’s primary area of specialty lies in developing and implementing financial and estate plans for affluent professionals, business owners, and retirees.  Follow Minoti: <a href="https://www.spsfinancial.com" rel="noopener noreferrer nofollow" target="_blank">https://www.spsfinancial.com</a><a href="https://www.linkedin.com/in/minotirajput/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/minotirajput/</a>Follow Carrie and Bra:<a href="https://www.instagram.com/bra_network/" rel="noopener noreferrer nofollow" target="_blank">https://www.instagram.com/bra_network/</a><a href="https://www.bra-network.com/" rel="noopener noreferrer nofollow" target="_blank">https://www.bra-network.com/</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Financial Matters Every Woman Should Know with Minoti Rajput

Minoti Rajput is the founder and president of Secure Planning Strategies, a hybrid advisory firm that oversees nearly $300 million of AUM for 350 client households. Minoti has built her advisory firm by creating a specialization in working with families with special needs children, and she joins the show today to discuss her niche and how she gathered the expertise needed to support special needs families. Listen in as we talk in depth about the unique marketing opportunity she has been able to create by working with school systems, where as many as 10% of students have some form of special needs. You will learn how she handles the compliance challenges that come with providing this kind of specialized advice, her unique fee structure, and what it’s like working in such a rewarding and fulfillng niche. For show notes and more visit: https://www.kitces.com/172     

Minoti Rajput is the founder and president of Secure Planning Strategies, a hybrid advisory firm that oversees nearly $300 million of AUM for 350 client households. Minoti has built her advisory firm by creating a specialization in working with families with special needs children, and she joins the show today to discuss her niche and how she gathered the expertise needed to support special needs families. Listen in as we talk in depth about the unique marketing opportunity she has been able to create by working with school systems, where as many as 10% of students have some form of special needs. You will learn how she handles the compliance challenges that come with providing this kind of specialized advice, her unique fee structure, and what it’s like working in such a rewarding and fulfillng niche. For show notes and more visit: <a href="https://www.kitces.com/172" rel="nofollow" target="_blank">https://www.kitces.com/172</a>

Ep 172: Finding The Intersection Of Fulfillment And Profitability With A Niche Of Special Needs Families with Minoti Rajput