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Madhuri nalla

@madhuri.rn

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𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐲𝐨𝐮 𝐛𝐮𝐢𝐥𝐝 𝐰𝐞𝐚𝐥𝐭𝐡 𝐢𝐧 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐨𝐫𝐝𝐞𝐫 💰💸
𝓘𝓷𝓿𝓮𝓼𝓽𝓲𝓷𝓰 𝓯𝓸𝓻 𝔀𝓸𝓶𝓮𝓷 & 𝓻𝓮𝓪𝓵 𝓬𝓸𝓷𝓿𝓸𝓼
~ mom of 2📍SF
📧[email protected]
Get my links here ⬇️

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Are you actually doing okay financially?
It’s not always about how much you earn. Your financial habits, savings, debt, and preparedness say a lot more.
Here are 5 signs that you’re financially doing okay.
The other 5? Coming in Part 2.
How many of these signs do you relate to? Comment below by @madhuri.rn

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10 days ago

The hill that I’ll die on.
The Tech bro’s might disagree but you don’t need 20 different stocks to retire!
These 3 boring ETFs make up most of my portfolio. Boring is what actually builds wealth. Just stay consistent and let compounding do the work.📈 by @madhuri.rn

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20 days ago

401k or ROTH IRA ? What next?
Comment “Webinar” to get on waitlist!
In this webinar you will walk away with knowing the basics of investing, the right order to fund your money and grow wealth! by @madhuri.rn

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3 days ago

77 days left in 2026. These 7 money moves take minutes, and they can make a real difference before Dec 31.

Which one are you doing first? Type the number below!
Comment “ORDER” and I’ll send you my checklist.
NFA.

#personalfinance #401k #rothira #moneytips #financialplanning by @madhuri.rn

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7 hours ago

I research every dollar before I invest it. So why was I picking my kid’s math class based on whichever one my friends mentioned last?
Every weekend catch-up turns into “which class, where, which one’s better?” When a friend told me about Cuemath, I did my due diligence. It starts with a MathFit™️ Evaluation, where a Specialist sees how your child actually thinks, not just whether the answer is right. You get a MathFit™️ Score, a detailed report and one dedicated coach for 1:1 online classes. No driving, no pickup and drop-off fights 😅
✨ Do your own due diligence. Book a FREE MathFit™️ Evaluation. Link in bio.
#Cuemath #MathFit #math #onlinetutoring #USNRI by @madhuri.rn

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3 days ago

Think you’re financially doing okay? Part 2 is here.
The first 5 signs were just the beginning. Here are the next 5 signs that you’re in a healthy financial position.
I think financial well-being isn’t just about earning more, Ofcourse it has its perks but it’s about having control, stability, and a plan for the future.
How many of these 10 signs apply to you?
Watch Part 1 if you haven’t already. by @madhuri.rn

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9 days ago

There’s a 50% return hiding in your paycheck, and it has nothing to do with the stock market.
Most people either leave it on the table or do the exact wrong thing with what comes next.
A 401(k) employer match is part of your compensation. Capture the full match, invest consistently, and give compounding the time it deserves. In this reel, I explain you with an example!!

Build wealth by understanding the incentives already working in your favor!!

Hi! 👋 If you’re new here, I’m Madhuri, a mom of two living in the Bay Area! 💕

I’m passionate about learning about personal finance, investing, and building long-term wealth. I’m also a part-time licensed financial professional, which is where I gained a deeper understanding of money, investing, and financial planning.

My goal with this page is simple: to empower women and men to understand their finances, start investing early, and make informed decisions so they can build a stronger financial future. ✨

I’m excited to share what I’ve learned and continue learning alongside you! 💰📈 by @madhuri.rn

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17 days ago

5 Money rules we follow as a couple 👩‍❤️‍👨
Comment “HYSA” to get a link to open your high yield savings account 💰🤑.
Right now @sofi is offering 4.2% for 6 months for just keeping your money in savings account. by @madhuri.rn

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6 days ago

September taught me why budgeting is SO important!
I budgeted for 2 months in July and August and saved a decent amount! But.. I lost track in September and ended up making a hasty purchase and I regretted immediately after the purchase and Il be honest.. I budgeted in first week and then life got busy! Work, kids, household , content creation!
All this to say.. yes, it’s easy to get started but not at all easy to stay consistent.. let it be anything! Consistency matters to see results!!
With that being said I will be budgeting consistently and saving more this coming months.. esp in holiday season ..
If u want to get my budget template comment “budget” and Il send you the link!
#investing #budgeting #momoftwo #personalfinance by @madhuri.rn

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15 days ago

Focus will take your further than comparison ever will✨ by @madhuri.rn

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21 days ago

Want to rollover your old 401k ? Check captions for detailed explanation->

You have option to transfer your funds to new employer 401k as well but for whatever reasons you want to transfer to rollover IRA - these are the steps! I will make a future post talking about which one is best but this is for someone who already made a decision to transfer to rollover IRA.

Open a Rollover IRA account in one of the brokerages mentioned above! If you contributed to traditional 401k account, your money should move to Rollover IRA, but if you contributed to ROTH 401k then your money should move to Roth IRA account

Once the desired account is open.. tell your old 401k provider to transfer funds directly to the new account opened..

To keep things simple if its traditional 401k, transfer to Rollover IRA.
Can you transfer to Roth IRA? Yes, but you will owe taxes and if you decide to go this traditional to Roth route.. then pay taxes you owe from your own pocket to avoid early withdrawal penalties and it can honestly get more complicated and not as straight forward and each account need to be assessed based on how they contributed!

Hi! 👋 I’m Madhuri, mom of two living in the Bay Area!

I’m passionate about personal finance, investing, and building long-term wealth. I’m also a part-time licensed financial professional, which is where I gained a deeper understanding of money and financial planning.

My goal with this page is simple: To empower women and men to understand their finances, start investing, and make informed decisions so they can build a stronger financial future. ✨
And Ofcourse il be sharing my opinions, POV and real life moments✨🙌

Follow along for practical wealth building tips and working mom life content🙌✨ by @madhuri.rn

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14 days ago

It doesn’t matter if you’re a SAHM or a working mom, you NEED to know these 3 numbers.
And yes, even if your spouse handles every financial aspect of your household.
Knowing these numbers isn’t about who manages the money. It’s about understanding your family’s financial picture and being prepared. by @madhuri.rn

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24 days ago