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 the critical role of health span in retirement planning and how it is often overlooked. Saving for your ‘health plan’ in retirement is just as important as building your wealth plan, particularly if leaving behind a legacy aligns with your life goals.
You can read Chris’s article in The Business Times on this topic here: https://providend.com/health-span-missing-piece-retirement-planning/
Stay tuned for our next episode, where Chris interviews Dr Peng Chen, our Senior Advisor and Director at Providend!
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here. If you are keen to dive into the specific mini-series episodes, you may do so here:
- The Story of Our Clients’ Wealth Journey: This mini-series delves into the wealth management journeys of our clients.
- The Brain Behind: Christopher Tan, our CEO and regular contributor to The Business Times’ Money Wisdom column, will discuss the thoughts and insights behind selected articles.
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. Money Wisdom Podcast – Beyond Finances: Are You Really Prepared for Retirement?
2. RetireWell™ Part 1: Drawing Down Retirement Money
3. How to Have a Robust Retirement Strategy
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