As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is grounded in real-world experience managing close to S$2 billion of our clients’ hard-earned assets.
In this week’s Money Wisdom episode, we continue our ‘The Brain Behind’ series, where our co-host and Associate Adviser, Sudhan, speaks with our CEO, Christopher, about his latest Business Times article, ‘Why the Best Annuity in Singapore Still Isn’t Enough on Its Own’.
In this conversation, Christopher unpacks the trade-offs between fully relying on CPF LIFE and building a more diversified retirement income plan using a combination of CPF LIFE, cash and private annuities. He also explores how private annuities can give retirees the flexibility and liquidity to retire earlier than 65 and protect their spouse’s lifestyle in the event of their demise.
To gain more perspective on today’s conversation, you may begin by reading Christopher’s Business Times article here.
Music courtesy of ItsWatR.
The host of this episode, Sudhan Purushothuman, is an Associate 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. CPF LIFE vs ILPs: Are We Comparing Certainty with Projections?
2. How To Make The Most Of CPF LIFE For Your Retirement
3. Frequently Asked Questions About CPF
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