Episode 48: From Cradle to Mortarboard

Christopher Tan

“I have seen parents come to me with only a few insurance policies and to them, that is education planning.”

In this episode, I will share a major flaw in how many parents plan for their child’s education and my advice on three important questions below:

  1. Will what you have already put in place be sufficient to fund your children’s university education?
  2. What if your health fails you?
  3. What if your kids decide to take a different path?

Here’s a step-by-step guide to building a solid education fund for your children’s university studies:

  1. Wealth Planning for Your Child’s Tertiary Education (Part 1) – Setting a Financial Goal
  2. Wealth Planning for Your Child’s Tertiary Education (Part 2) – Achieving the Goal

Important note: Think ahead, and if need be, get help from an adviser so you can indeed see your children grow — from cradle to mortarboard.

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”.

Music courtesy of ItsWatR.

For more related resources, check out:
1. How To Make Your Child A Millionaire On $1 Per Day
2. A Comprehensive Guide to Buying Insurance for Your Child
3. Money Wisdom Podcast Episode 47: Planning for Your Child’s Education

*Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!

For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help here.

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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