Case 4 on Learn with Akhilesh Gururani /tags/case-4/ Recent content in Case 4 on Learn with Akhilesh Gururani Learn with Akhilesh Gururani /images/papermod-cover.png /images/papermod-cover.png Hugo -- 0.147.7 en 2026 Learn with Akhilesh Gururani Mon, 08 Jun 2026 00:00:00 +0000 Beyond Mental Accounting: Mastering Behavioral Coaching for Retirees /posts/investment-adviser2-s20-4-q09-advisors-must-help-clients-overcome-these-biases/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q09-advisors-must-help-clients-overcome-these-biases/ Advisors must help clients overcome these biases. Companion read for Section 20.4 — Case 4. Beyond the Time Horizon: Architecting Sustainable Long-Term Portfolios /posts/investment-adviser2-s20-4-q12-structuring-long-term-portfolios/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q12-structuring-long-term-portfolios/ Structuring long-term portfolios. Companion read for Section 20.4 — Case 4. Beyond the Will: Estate Planning for Immediate Asset Liquidity /posts/investment-adviser2-s20-4-q02-estate-planning-should-differentiate-between-testamentary-and-immediate-transfer-mechanisms/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q02-estate-planning-should-differentiate-between-testamentary-and-immediate-transfer-mechanisms/ Estate planning should differentiate between testamentary and immediate transfer mechanisms. Companion read for Section 20.4 — Case 4. Beyond the Will: Strategic Lifetime Estate Management for Retirees /posts/investment-adviser2-s20-4-q10-estate-planning-requires-active-lifetime-management/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q10-estate-planning-requires-active-lifetime-management/ Estate planning requires active lifetime management. Companion read for Section 20.4 — Case 4. Deconstructing Product Structures: Beyond the Marketing Brochure /posts/investment-adviser2-s20-4-q04-analyzing-product-structure-is-critical-for-advisors/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q04-analyzing-product-structure-is-critical-for-advisors/ Analyzing product structure is critical for advisors. Companion read for Section 20.4 — Case 4. Goal-Based Asset Allocation: Moving Beyond Portfolio-Level Risk /posts/investment-adviser2-s20-4-q06-asset-allocation-should-be-tailored-to-specific-goals/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q06-asset-allocation-should-be-tailored-to-specific-goals/ Asset allocation should be tailored to specific goals. Companion read for Section 20.4 — Case 4. Mastering Discounted Cash Flow for Precise Retirement Corpus Planning /posts/investment-adviser2-s20-4-q08-dcf-analysis-is-standard-for-corpus-calculation/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q08-dcf-analysis-is-standard-for-corpus-calculation/ DCF analysis is standard for corpus calculation. Companion read for Section 20.4 — Case 4. Mastering Insurance Mechanics for Accurate Client Retirement Projections /posts/investment-adviser2-s20-4-q05-understanding-insurance-terms-prevents-client-dissatisfaction-during-claims/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q05-understanding-insurance-terms-prevents-client-dissatisfaction-during-claims/ Understanding insurance terms prevents client dissatisfaction during claims. Companion read for Section 20.4 — Case 4. Mastering IRR for Insurance-Linked Investment Analysis /posts/investment-adviser2-s20-4-q18-calculating-the-irr-of-the-investment-component-using-the-rate-function-in-excel/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q18-calculating-the-irr-of-the-investment-component-using-the-rate-function-in-excel/ Calculating the IRR of the investment component using the RATE function in Excel. Companion read for Section 20.4 — Case 4. Mastering Leverage: The Analyst’s Guide to Risk and Return /posts/investment-adviser2-s20-4-q13-leverage-analysis/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q13-leverage-analysis/ Leverage analysis. Companion read for Section 20.4 — Case 4. Mastering Real Returns: Protecting Purchasing Power in Retirement Planning /posts/investment-adviser2-s20-4-q01-understanding-real-returns-is-essential-for-long-term-corpus-projections/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q01-understanding-real-returns-is-essential-for-long-term-corpus-projections/ Understanding real returns is essential for long-term corpus projections. Companion read for Section 20.4 — Case 4. Navigating Survivor Pension Risk and Inflation Erosion in Retirement /posts/investment-adviser2-s20-4-q16-understanding-the-impact-of-inflation-adjustment-on-such-survivor-benefits/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q16-understanding-the-impact-of-inflation-adjustment-on-such-survivor-benefits/ Understanding the impact of inflation adjustment on such survivor benefits. Companion read for Section 20.4 — Case 4. Navigating the Regulatory Architecture: IRDAI and Insurance Oversight /posts/investment-adviser2-s20-4-q14-understanding-the-regulatory-framework/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q14-understanding-the-regulatory-framework/ Understanding the regulatory framework. Companion read for Section 20.4 — Case 4. Optimizing Health Insurance Architecture for Retirement Sustainability /posts/investment-adviser2-s20-4-q19-evaluating-the-optimal-combination-of-base-and-top-up-covers-for-a-retiree-s-health-portfolio/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q19-evaluating-the-optimal-combination-of-base-and-top-up-covers-for-a-retiree-s-health-portfolio/ Evaluating the optimal combination of base and top-up covers for a retiree's health portfolio. Companion read for Section 20.4 — Case 4. Optimizing Health Insurance: The Strategic Advantage of Super Top-Ups /posts/investment-adviser2-s20-4-q03-super-top-up-policies-offer-better-coverage-by-aggregating-claims/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q03-super-top-up-policies-offer-better-coverage-by-aggregating-claims/ Super top-up policies offer better coverage by aggregating claims. Companion read for Section 20.4 — Case 4. Optimizing Retirement Portfolios Through Strategic Insurance Selection /posts/investment-adviser2-s20-4-q07-selecting-the-right-insurance-product-is-vital-for-cost-optimization/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q07-selecting-the-right-insurance-product-is-vital-for-cost-optimization/ Selecting the right insurance product is vital for cost optimization. Companion read for Section 20.4 — Case 4. Protecting the Retirement Corpus: The Architecture of Insurance Layering /posts/investment-adviser2-s20-4-q11-insurance-portfolio-design-protects-the-corpus/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q11-insurance-portfolio-design-protects-the-corpus/ Insurance portfolio design protects the corpus. Companion read for Section 20.4 — Case 4. Strategic Estate Planning: Beyond the Simple Will /posts/investment-adviser2-s20-4-q15-drafting-effective-estate-plans/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q15-drafting-effective-estate-plans/ Drafting effective estate plans. Companion read for Section 20.4 — Case 4. Will vs. Gift Deed: Strategic Asset Transfer Planning /posts/investment-adviser2-s20-4-q17-differentiating-between-will-and-gift-deed-for-immediate-asset-transfer/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q17-differentiating-between-will-and-gift-deed-for-immediate-asset-transfer/ Differentiating between 'Will' and 'Gift Deed' for immediate asset transfer. Companion read for Section 20.4 — Case 4.