Should I get a wealth adviser to help me plan for my retirement?
Chris: If you are savvy enough to design your own portfolios, execute them using suitable low-cost instruments, keep your own emotions in check and have a good withdrawal strategy, please do not engage an adviser. The savings in fees might translate into higher returns.
In this episode, I will explain how retirees can make the investment strategy we have shared in the past few episodes work to get the expected returns.
On top of that, I will also share the value-add that a wealth adviser can provide in this lifelong journey.
Important note: If you stay invested, you will always get positive annualised returns over the long term.
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. Providend’s Money Wisdom Podcast Episode 35: The Best Way to Get Investment Returns
2. How Providend Helps Affluent Families Have a Good Investment Experience
3. Are You Getting the Best Value from Your Wealth Adviser?
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.