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That was a great first date Emeka! I'd like to get to know more about your future goals.
Sure thing Betty! I have 4 main future goals after graduating from Ivey.
I plan to get my MBA from UofT after working for 4 years.
UofT
I would like to purchase a house, with a pool by when I'm 30 years old
By 35, I would like to have two children
Paradise
Finally, I would like to retire by the age of 55
Impressive Emeka! How are you going to financially plan to achieve these goals?
Glad you asked Betty My financial plan to achieve these goals is as follows.
Based on my research, I've broken down the costs of my goals.
MBA-$80,000 House- $500,000 Kids- $244,000 each
I plan to finance half the MBA cost using a student loan, and the other half using savings accumulated from working.
Student loan at a fixed rate of 4%
I plan to primarily finance the house through a mortgage, and finance the rest through savings my spouse and I will have built up
Five Year Mortgage at 5.3%
I plan to save for my future children through a balanced, income based portfolio & by putting away 15% of my annual income every year.
Save 15% of yearly income & income focused investing
In order to retire at 55, I intend to minimize expenses where possible throughout my adult life, as well as strictly adhere to my financial plan.
Wise spending, efficient planning, & minimizing expenses
That sounds very feasible and realistic! How will you take into account the "new normals" that our generation faces?
Fantastic question Betty. I see two "new normals" impacting my financial plan & goals.
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