Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets.
In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about how too much knowledge might actually make us poorer, drawing lessons from a surprising experience at The Ritz, and how knowledge can puff a person up and why letting it do so can be our downfall.
The conversation explores why it’s important not to let knowledge consume us or make us proud, or we risk missing the woods for the trees. Chris also shares how this lesson applies to investing and the importance of first understanding your own investment philosophy.
To better understand the discussion, you may start by reading Chris’ Business Times article.
You may also enjoy the video version of this podcast here:
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. How to Make Life Decisions
2. What You Possess Does Not Define You
3. RetireWell™ Epilogue 2: Retirement – It’s About the Kind of Life You Want to Lead
Download our Investment eBook titled “A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty” here.
Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially.
We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current estate plan, investment portfolio, financial and/or retirement plan, make an appointment with us today.
