E-book: DIY Personal Money Management

Published: August 2, 2015 at 9:06 am

Last Updated on September 4, 2018 at 10:50 am

Here is an e-book based on a (nearly) unabridged collection of 20 posts written earlier.  I have not bothered to connect the chapters. I hope that will not spoil your experience too much. Perhaps only a reader who is used to my style and intent might find this collection useful.

This is an experiment. Please let me know if it is a good idea to compile past posts as an e-book.

The following posts are part of the compilation

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Personal Finance Self Evaluation Checklist

How to fortify your financial castle

How to Buy a Term Life Insurance Policy

How to Buy a Health Insurance Policy

Say NO to Packaged Financial Products

Retirement Planning – A Slide Show

Understanding How Retirement Calculators Work

Generating an inflation-protected income with a lump sum

How to invest for long-term goals – part 1

How to invest for long-term goals – part 2

How to select mutual fund categories suitable for your financial goals?

How to select an equity mutual fund -preamble

How to select an equity mutual fund – Creating a shortlist

How to select an equity mutual fund – Making a Choice!

How to Select Debt Mutual Funds Suitable For Your Financial Goals?

How to Conduct a Personal Financial Audit

How to review your mutual fund portfolio?

Review Your Retirement Portfolio in Seven Easy Steps

Asset allocation for long-term goals

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Pattabiraman editor freefincalDr. M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over ten years of experience publishing news analysis, research and financial product development. Connect with him via Twitter, Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation promoting unbiased, commission-free investment advice.
Our flagship course! Learn to manage your portfolio like a pro to achieve your goals regardless of market conditions! More than 3,000 investors and advisors are part of our exclusive community! Get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the first lecture for free!  One-time payment! No recurring fees! Life-long access to videos! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.
Our new course!  Increase your income by getting people to pay for your skills! More than 700 salaried employees, entrepreneurs and financial advisors are part of our exclusive community! Learn how to get people to pay for your skills! Whether you are a professional or small business owner who wants more clients via online visibility or a salaried person wanting a side income or passive income, we will show you how to achieve this by showcasing your skills and building a community that trusts you and pays you! (watch 1st lecture for free). One-time payment! No recurring fees! Life-long access to videos!   
Our new book for kids: “Chinchu gets a superpower!” is now available!
Both boy and girl version covers of Chinchu gets a superpower
Both the boy and girl version covers of Chinchu gets a superpower.
Most investor problems can be traced to a lack of informed decision-making. We have all made bad decisions and money mistakes when we started earning and spent years undoing these mistakes. Why should our children go through the same pain? What is this book about? As parents, what would it be if we had to groom one ability in our children that is key not only to money management and investing but to any aspect of life? My answer: Sound Decision Making. So in this book, we meet Chinchu, who is about to turn 10. What he wants for his birthday and how his parents plan for it and teach him several key ideas of decision-making and money management is the narrative. What readers say!
Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Feedback from a young reader after reading Chinchu gets a Superpower!
Must-read book even for adults! This is something that every parent should teach their kids right from their young age. The importance of money management and decision making based on their wants and needs. Very nicely written in simple terms. - Arun.
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