Saturday, 8 June 2013

The Jar System

5 years ago I attended a seminar called Wealth Summit 2008 (free ticket) in KLCC Convention Center organized by Success Resource. It was an event that promoting wealth building workshop/programmes.

I signed up for a two days seminar called 'Millionaire Mind Intensive' facilitated by T Harv Eker, and it turned up to be one of the most inspiring session I ever had in my life.    

The most important concept from the workshop that I would like to share here is 'The Jar System', no rocket science but just a simple system that help people to start financial planning by distributing income into 6 different categories. Anyone can start with putting cash into 6 separate jars as shown in the following pictures or fund transfer to 6 separate band accounts, I opted for the second option =)



The definition of each accounts are :-
1)'NEC' or Necessity 
   - Fund for daily expenses and usually accounted most portion 
     of the income. The most important element here is Insurance  
     Protection, where a single bill from hospital nowadays might 
     wipe out all your hard saving.

      "Mr X has 200K long term saving after 10 years hard work 
       but unfortunately he is diagnosed with chronic disease  
       that need his entire saving for complicated medical 
       procedures. This scenario won't happen if he had bought 
       insurance that only cost RM1000 per annum"

2)'LTSS' or Long Term Saving 
   - Cash or cash equivalent for future expenses such as 
     marriage, new house, car or serve as emergency fund. When 
     one facing financial difficulties, the last person who will 
     help you is BANK. So cash is very important. 
     KWSP contribution excluded as long term saving

      "Mr Y is under voluntary separation scheme after working 
       for 10 years in a company, he loss his sole income source 
       but fortunately he has cash of 6 months necessity expenses
       in the bank to sustain his daily needs until he finds a 
       new job"

3)'FFA' or Financial Freedom Account 
   - Perhaps the most important account !!! Funding investment 
     (stock/mutual fund etc) related activities or start up 
     business to generate passive income. Not a single penny 
     should withdrawn for this account else the golden goose is
     killed halfway 

      "Mr Z is a saver where he put every single penny in bank as 
       fix deposit to earn 3.0% interest. After retirement he 
       found out his fund is insufficient for daily needs, WHY ??
       Inflation...Inflation...Inflation of 5.0% annually that
       eroding his power of money. Mr Z is so regret he did not
       invest in other investment vehicle such as mutual   
       fund/stock that would generate more return than fix 
       deposit since young"

4)'EDUC' or Education
   - Not for your kids but for yourself. Attending 
     Seminar / training workshop.

      "Mr A does not know neither stock nor mutual fund, so he 
       decided to participate in a course "Value Investing In
       Stock Market". Since then he is able to generate 
       substantial return from the stock market"

5)'PLAY' 
   - My favourite account ^.^. Spend every single penny out of 
     this account for travelling, partying etc to explore new 
     experiences or recharge your mind energy   

      "Mr B always reserve some fund in Play account and every
       year he is able to travel with his love one. Work-Life 
       Balance"

6)'Give' 
   - When you start 'giving', you will 'gain' more in the future. 
     For your social responsibility fulfilment and perhaps for 
     your parent. 




$$$ AMOUNT IS NOT IMPORTANT How much money you put into each jar is not important, what really matter here is the HABIT you cultivate along the way. 

Discipline is the key for this practice and if you did, your financial status would be in a good shape in the future.

So Why Wait ?? Start today when you are still YOUNG  

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