Disclaimer: The resources and advice provided on the show are based on personal experience and opinions. The show host, guests, owner, producers and other team members are not financial professionals, career coaches or certified by anyone to advise on any of these topics. In other words, if you’re looking for formal expertise or guaranteed outcomes we are not the right resource for you.
Especially when it comes to money, none of this is meant to constitute formal financial advice. Despite our best efforts, our facts could turn out to be wrong and our opinions could be incorrect or outdated. And though we’ve tried to check and test everything, the resources below could be subject to calculation or data errors. Please treat all content and resources as guidelines to be used within the context of your personal circumstances and supplementary to your own research and judgement. Always consult a financial advisor before making any decisions.
JOBTOK
MONEYTOK
JOBTOK
| Resource | Description | First Referenced |
| Career Planning Template | In a dynamic, rapidly-changing world, your career is no longer going to be a straight line path to the top 📈 Your success is in your own hands, so take charge! 💪🏼 Map out your career goals and a plan for how you see yourself progressing over the next few years | Episode 2 |
| Dream Job Listing | It’s easy to make a quick list of a few obvious dream companies, but it will take more than a few minutes to go deeper and really think about the kinds of places you would ❤️ to work at. This template makes it a bit easier. | Episode 5 |
| Sample Outreach Template | We’ll keep updating this document with ✍🏾 communication templates and samples you can use to put your best foot forward 🦶🏼 | Episode 5 |
| Onboarding Checklist | Save time figuring out what to put into your new hire onboarding checklist and watch your new joiners build confidence 💪🏽 and start delivering projects right from the start. | Episode 7 |
| Career Retrospective Template | A decision tree is a unique way to introspect and evaluate your career till date, both as a way to evaluate future opportunities but also as a way to understand what drives and motivates you 🔥. Prasad used something like this to make a successful career move into a rocketship 🚀 startup. So could you! | Episode 9 |
MONEYTOK
| Resource | Description | First Referenced |
| Emergency Fund Calculator | What if you lost your job today? Would you have enough to manage till you found your footing once again? Calculate how much you need in an emergency fund to make it through a rainy day. | Episode 1 |
| Boring Things on Which You Can Save | Why lay off the little pleasures of life like a great cup of morning coffee when there are ways to save money on routine, boring stuff? Use this sheet to find a few extra bucks for your piggy bank by cutting out stuff you don’t care about. | Episode 2 |
| How Much You’d Have Saving Every Month | Over the years to your planned retirement, how much will your monthly savings add up to in today’s money? Spoiler alert: If you’re chosen to stuff your cash under a mattress you’re not going to like the results 😰 | |
| What Will Today’s Savings Buy You At Retirement? | Similar to above, this shows you what your current savings will be worth on the date of your future retirement. Again, mattress not looking so good. Mutual funds, though 🤑 | |
| Financial Goals Calculator | How much should you save for your kid’s college? Or for a wedding? Or retirement? This sheet lets you list your main financial goals and calculate how much you’d need to be able to afford them when the payment comes due. | Episode 4 |
| Financial Goals Planner | This builds on the above goals planner and, through trial-and-error, helps you find the right mix of investments to fund them. You might find – like I did – that you’re setting your sights too high and there is no way for you to achieve all your dreams given your current financial trajectory 😲 That is a sobering reality check – but if you’re early in your career you still have time to change course and have #allthethings after all 🥳 | Episode 5 |
| Stock Returns and Target Price Calculator | The price at which to buy a stock based on its historical trends and your desired annual return and holding period. I used variations of this sheet to set target prices for my favourite stocks so I could confidently trigger buy orders during market crashes 😎 | Episode 10 |
| 11 Trading Mantras | It is easy to get carried away when making trades. When things go in your favour you are tempted to let it ride so you can make more and more. And when things go wrong, you wait, and wait, and wait a little more in the hope that the tide will turn. That’s why professional traders swear by these trading mantras, and at least some have been known to stick a copy to their monitors to keep themselves honest during good times and bad. | Episode 11 |
| Trading Journal | It is easy to get carried away when making trades. When things go in your favour you are tempted to let it ride so you can make more and more. And when things go wrong, you wait, and wait, and wait a little more in the hope that the tide will turn. That’s why professional traders swear by these trading mantras, and at least some have been known to stick a copy to their monitors to keep themselves honest during good times and bad. | Episode 11 |
| Inflation-Directed Investment Strategy | We know we need our investments to beat inflation. But it’s a bit more complicated than that. You need to consider not just the headline inflation but also the type of economy you live in and the phase of the economic cycle. Together these should dictate the kinds of assets you should consider. If you’re not a professional investor or an economist, all that might sound rather complicated! 😲 But fear not, this handy decision tree will help you out. 💪🏼 | Episode 12 |
| SPAC-Spotter’s Checklist | A simple scoring checklist that takes a few inputs in order to assess your chances of success with the SPACs you want to invest in | Episode 13 |
| Financial Assets Listing | If you’ve never paid attention to your family finances (because, well it’s 🥱), this little template will get you started by helping you list all your investments. This is a great starting point for conversations around your investing philosophy and financial future. | Episode 14 |
| Dividend Traps Checklist | All that glitters is not gold 👑. There are dividend stocks that yield a high return and look good on the surface, but their financials are weak. A savvy investor avoids these dividend traps – and so can you with this simple checklist. | Episode 15 |
| Location ‘Retireability’ Checklist | You have your heart set on your dream retirement home 🏡. But is it protected against the future, especially when factoring in climate change? 💨🌪⛈🌊🔥 Find out with our cool ‘Retireability’ checklist. | Episode 16 |