Dec 25, 2021

Title: Consistent and Disciplined Wealth-Building with Kalpana Shyam

Welcome back to the show! Today is a very special episode, because our guest is my very own mother: Kalpana Shyam! She started investing in private equity recently in Luxe Cap Investment Group.

Let’s tune in to her story!

[00:01 - 12:16] Opening Segment

• Let’s welcome my guest for today’s show, Kalpana Shyam
• I Introduce my mom 
• Mom shares how she got to this country and her previous financial situation
• What it was like to buy a house back then
• Coming to terms with the financial crisis
• Job security and confidence
• Take that leap!
• The importance of having a career
• Mom taught us how to be financially independent
• A Bank of America savings story

[12:17 - 29:44] Mom’s Finance and Investing Journey 

• When did mom start thinking about investing more
• The six month savings and retirement accounts
• Frugality is essential
• Nothing gives you money overnight
• What mom taught about the types of investing
• Why passive investing?
• My mom was better a year later
• This business is built upon trust

[29:45 - 31:09] Closing Segment 

• Final Words
• Connect with my guest, Kalpana, in the links below

Tweetable Quotes

“We never thought about being lavish or taking vacation ot stuff, we wanted to establish ourselves being first generation immigrants. Fortunately, America had an opportunity like that for us.” - Kalpana Shyam

"Family support is important.” - Kalpana Shyam

"Whatever compromise was our vacations, our discretionary spending.” - Kalpana Shyam

"Frugality is an important part of most people’s journey towards wealth-building.” - Sujata Shyam

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Reach out and connect to my mom, Kalpana, through her email kalpanashyam@yahoo.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email sujata@luxe-cap.com 

Visit my website www.luxe-cap.com or my Youtube channel

Thanks for tuning in!  

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