I’m in My 40s—Here’s the Advice I Wish I Knew in My 30s (S4E13)

Welcome to the second episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we reflect on the lessons and advice they wish they’d received a decade ago, offering practical tips for navigating key milestones, from your 20s to your 50s.

As the leading fee-only wealth advisory firm in Asia, we’ve had the privilege of guiding clients from all walks of life at different stages for over two decades. In this mini-series, we hope to be able to impart both life and money wisdom to you, to inspire you and help you avoid costly mistakes.

In this episode, Amelia chats with Jit Hwee, one of our Client Advisers in his 40s, as he reflects on the mindset shifts that came with time and experience. From chasing success to finding clarity in what truly matters — across career, money, life, and family — Jit Hwee shares it all with his signature wit and humour. If you’re in your 30s or know someone who’s still figuring things out, this is one episode you won’t want to miss.

You may also enjoy the video version of this podcast here:

The full list of Providend’s Money Wisdom podcast episodes from Season 4 can be found here.

Music courtesy of ItsWatR.

The host of this episode, Amelia Wong, is the Senior Content & Marketing Executive 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. Financial Advice for Every Decade 20s, 30s, 40s, 50s, Beyond
2. Investing in the S&P 500 Alone is Not the Silver Bullet
3. Don’t Let FOMO Derail Your Path to Financial Independence

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Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially.

We do not charge a fee at the first consultation meeting. If you would like an honest second opinion on your current estate plan, investment portfolio, financial and/or retirement plan, make an appointment with us today.

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