Money with Carla Money with Carla

Financial Goals Feel Impossible? Here's What You're Doing Wrong

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If you keep under-saving for financial goals, or feel like you can never reach them, you're probably missing 2 key elements of calculating your goal amounts.
Inflation and taxes are sneaky, but especially crucial to consider when working towards long-term goals.

Today I'm showing you how to calculate goal amounts correctly while including buffers for taxes and inflation.

Disclaimer:
Content produced by Money with Carla is intended as educational only. It does not substitute the need for professional investment advice. Although I do everything I can to ensure calculations are accurate, they could include errors. Please consult a licensed professional before investing in investment products. Money With Carla is not a licensed advisor and does not sell investment products.
Chapters
  • 00:00 Intro
  • 01:20 What you need to know about inflation
  • 02:15 What you can do to minimise effects of inflation
  • 03:23 How to set financial goals considering taxes
  • 04:44 How to plan for a future goal considering inflation and taxes
  • 07:56 The difference stock market volatility makes
  • 08:28 Increasing contributions with inflation
  • 09:01 Return expectations and your time horizon
8 Mar English South Africa Investing

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