Episode 38: Retirement Planning Beyond the Wealth Aspect

Christopher Tan

“If you are a retiree listening to this, you are effectively in the final phase of your life. Time is short and by being clear of your life’s purpose, you will be able to focus your time on activities that matter most to you.”

In this episode, I encourage all of us to first make a life decision and let our wealth decisions follow it. By doing so (and not the opposite!), our life, whether in retirement or not, will finish well.

Sounds vague? I will share some practical tips on how you can discover your life’s purpose here.

Important note: Retirement planning must be purpose-driven, it is much more than planning only the wealth aspect.

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. The Providend Conversation: Living the Good Life with Christopher Tan
2. Story of Eleanor: Why She Does Not See Herself Retiring
3. On Life Transitions, Legacy and Money

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.

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