Tuesday, August 22, 2023

Meet another Freedom Seeker: Gagan Arora from San Francisco, USA

Last time, we met an energetic and passionate couple from Hyderabad, India: Mr. Vijay Margam, who is already on his journey towards financial freedom. 

Today, you have an opportunity to meet a wonderful and charming personality from San Francisco, India - Mr. Gagan Arora

The response to such posts has been overwhelming. Last time, we met Mr. Vijay Margam from Hyderabad. You can read about her journey by clicking here.

In continuation of our effort to interlock you with some common men and women who have been seeking financial freedom, today, it is a chance to meet 
Gagan Arora
Gagan is a 
Sr. Manager - Software Engineering, San Francisco, USA.


Over to Gagan and his story in his own words...

While Manoj and I never interacted during my tenure at IBM, I was always connected to him via social media. I was always fascinated by financial markets, but it was only after reading Manoj's book - "The Autobiography of a stock", I decided to get more involved with investing.

I still wasn’t clear how to plan and be prepared for life events and that’s when I decided to work with Manoj to build my freedom plan.

It’s been 4 years on this wonderful journey already since then, and I have come a long way. Manoj has been guiding patiently for consistent tracking, managing portfolio allocation, and helping closely monitor the freedom plan. He is always available via WhatsApp, JMC calls and makes sure to push me whenever I fell behind on my plan.

Thanks to the freedom plan tracker, I have a clear picture of all our assets and liabilities, clear understanding where to focus next is super helpful to plan each month. I look forward to continuing to track and adhere to the plan with Manoj's help with same zest and enthusiasm until I achieve freedom.

I have many dreams. I want to explore the world and not just stay tied to a desk job for my entire life. I want to read and learn more about financial markets. I want to be a good financial planner myself. I want to get back to playing guitar. In fact, I took out my guitar after many years of it biting dust. Now that I have hope, I wanted to have a feel of it. Last, but not the least, I want to spend real good quality time with family and friends.

And I know that all this will come true as long as I am pursuing this journey. I have hope, and hope is a very big thing.

My message to fellow freedom seekers is to stay in the game. There will be times when things don’t work as expected, we are in this for a long term and over time everything will catch up to the plan. Just don’t give up and keep trying your best to adhere to the plan!

My favourite quote is from none other than Warren Buffett:

“If you don't find a way to make money while you sleep, you will work until you die.”

We will be together monitoring the journey for Gagan, and even beyond. We will also tune their portfolio during the course of this journey so that the journey stays on track. Our regular mentoring with Gagan and family would include maximizing returns from their existing investments, tuning the portfolio for liquidity and suppleness, and fine-tuning the plan during his journey - depending on how life shapes up for him and his family.

We wish Gagan all the best for his life ahead and wish that he can go on to chase his true dreams and calling in life.

Gagan is just one among you. He is no different, except the fact that he took a step to connect with us, was open to accepting our advice, and then worked on that advice. He took the first step. He came out of his comfort zone and will surely be rewarded for the same, in times to come.

Wondering whether you should also strive towards Financial Freedom? Look at the below questions, and think about them:
  • Do you think it is wise to have a financial plan in place for your life, instead of randomly doing investments with no target in mind? 
  • Do you think life should be much more than just earning money?
  • Do you exactly know how much money you need to get financially free? 
  • Do you exactly know how much time you need to accumulate that kind ocorpus that can fund your and your family's expenses for the rest of your life? 
  • Do you know how can you maximize your returns on your net worth?
  • Do you know that massive wealth without the required liquidity in your portfolio can lead to a situation where your money is locked, and you cannot fund your goals?
  • Do you know that we run an ELITE program (based on interview-based selection criteria) to handhold people towards Financial Freedom?
  • Do you know that we publish ELEVATE - a monthly newsletter on personal finance and life skills, wherein we simplify everything for you and make it easily digestible and implementable in your life? You can try a month for free!

If you have any of the above questions pondering in your mind, or you have any genuine financial query or wish to know more about the ELITE program, or you have strondreams on which you are yet to start working, do write to us at help@manoj-arora.com and we will be happy to share our experiences with you so that we can work together and plan a better future for you.

If you fail to plan, you are planning for failure!!

Want to read more about other Freedom Seekers? 
Click here to read more stories from men and women across the globe who are smartly marching towards Financial Freedom.

Cheers

Manoj Arora

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