“As retirement planners, our fiduciary duty is not to make retirees rich but to keep retirees financially secure.”
In this episode and the upcoming ones, I will introduce you to our proprietary retirement planning methodology – RetireWell™, and how it ensures our clients have peace of mind in their retirement.
0:27 The 5 risks retirees face
2:17 Case Study: How to secure a reliable income stream using our RetireWell methodology
7:30 How RetireWell works
10:24 The unique strength of RetireWell
Important note: Retirement planning during the withdrawal phase is more complex and requires more attention as compared to the accumulation phase.
To learn more, download our RetireWell™ eBook now!
(It consists of 11-part articles written by Chris and were featured on The Business Times every month for almost a year in 2017)
View the full list of podcast episodes published here.
The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
Learn more about the book here.
Music courtesy of ItsWatR.
For more related resources, check out:
1. Should You Buy Retirement Income Products?
2. Is CPF LIFE Adequate to Fund Your Retirement
3. The Providend Conversation: Living the Good Life with Loo Cheng Chuan
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.