Retirement Plan ni OFW na Uuwi na in 4 Years (Ep. # 78)

In this episode we looked into the retirement plan of an OFW who only has a few years left abroad before returning to the Philippines. We tested OFW’s current savings against how much is desired at retirement and as expected the results are again surprising. ⏱ Timestamps 0:00 Intro 1:07 Disclaimer 4:53 OFW's Background Information 8:23 Assumptions 11:12 Desired Lifestyle at Retirement 12:53 Fund Needed at Retirement 13:34 Personal Retirement Fund Goal 15:45 Past Performance of Funds Where They are Invested In 20:59 Current Investment Portfolio and Potential Return 23:52 Option 1: Maintain and Continue Investing in Equity Funds of Sunlife 26:33 Option 2: Maintain and Continue Investing in Equity Funds of Sunlife Plus Invest with Sunlife Prosperity World Equity Index Feeder Fund 32:05 Option 3: Maintain and Continue Investing in Equity Funds of Sunlife Plus Invest with SPY Exchange Traded Fund 35:14 Summary 37:23 Outro 📱 Socials Facebook:   / retironaryo   Business Enquiries: [email protected] Podcast: https://feeds.captivate.fm/retironaryo/ 👍 If you enjoyed or found this video helpful, don't forget to leave a like or subscribe to the channel so we can serve more people through our content!