PROVIDEND’S MONEY WISDOM PODCAST SEASON 3
Providend’s Money Wisdom Podcast Season 3
by Isaac Ong, Client Adviser & Jin Lee, Associate Adviser
by Isaac Ong, Client Adviser & Jin Lee, Associate Adviser
Fortnightly on Mondays, Providend’s Money Wisdom will discuss popular wealth topics to share some money wisdom in navigating through the minefields of misinformation and false promises so you can achieve financial security and peace of mind.
Also available in video format on YouTube on Thursdays at 8pm.
An original podcast produced by Providend Ltd.
Do you have any feedback or questions? Write to us at [email protected]
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Episode 6: The Brain Behind – The Importance of a Robust Wealth Plan Amid the Latest CPF Changes
In this episode, our co-host Jin interviews Chris, as he digs deeper into this article to discuss the pros and cons of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.
Episode 5: The Story of Our Clients’ Wealth Journey – The Protagonist
In this episode, our CEO Chris, and co-host Isaac, begin by telling the tale through the perspective of our clients – the protagonist of this story. As you continue through the series, you will learn about the values that they hold dear and the common thread that runs across what clients are looking for in a credible wealth adviser.
In this episode, our CEO, Chris, encourages us to dig deeper and to ask ourselves what the original intent was for the monies left behind in our CPF balances after turning 55, should these changes not have been announced in the first place. That would give us a good idea of the next steps to take.
Episode 3: 4 Ways Financial Advisers Get Compensated – The Pros and Cons
In this episode, our CEO, Chris, and our Co-Host, Jin, discuss this controversial topic of the various compensation methods in the financial advisory world and the pros and cons of each. After listening to this podcast, we hope you will gain clarity on how to best evaluate the type of financial adviser that is most suitable for your needs.
Episode 2: The Brain Behind – Discovering Your “Ikigai” with Providend’s Philosophy
In this podcast episode, Christopher Tan elaborates on how we can identify the things that are important to us, which he terms as life decisions, and also “ikigai” decisions—those that help us live our day-to-day life in a way that is worth living. Financial decisions can then be arranged to support these life decisions.
In this episode, Jin Lee, our new co-host, shares her interesting past experience and thorough research on Providend before making a career switch to join us. Even though Jin has only been with us for a short time, her interest in personal wealth and passion to do the right thing will surely make her a great co-host, alongside Isaac!
Our CEO, Christopher Tan, has been sharing his knowledge and experience on The Business Times through his Money Wisdom column each month. In this mini-series, he will share the thoughts and insights behind certain interesting articles.
Episode 6: The Brain Behind – The Importance of a Robust Wealth Plan Amid the Latest CPF Changes
In this episode, our co-host Jin interviews Chris, as he digs deeper into this article to discuss the pros and cons of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.
In this episode, our CEO, Chris, encourages us to dig deeper and to ask ourselves what the original intent was for the monies left behind in our CPF balances after turning 55, should these changes not have been announced in the first place. That would give us a good idea of the next steps to take.
Episode 2: The Brain Behind – Discovering Your “Ikigai” with Providend’s Philosophy
In this podcast episode, Christopher Tan elaborates on how we can identify the things that are important to us, which he terms as life decisions, and also “ikigai” decisions—those that help us live our day-to-day life in a way that is worth living. Financial decisions can then be arranged to support these life decisions.
Providend has always been proud to share that we are Southeast Asia’s first fee-only advisory firm. Over more than 2 decades, we have been receiving many questions about who we serve and the work that we do for our clients.
In this 9-parts sequential mini-series, we will cover the wealth management journey of our clients. This is a collection of all the stories that clients and prospective clients shared with us ranging from why they are looking for guidance to challenges they faced prior to meeting us, and their experience working with us. We’re sure you would find something that resonates with you in your own wealth journey and glean some insights that you’ll find interesting.
Episode 5: The Story of Our Clients’ Wealth Journey – The Protagonist
In this episode, our CEO Chris, and co-host Isaac, begin by telling the tale through the perspective of our clients – the protagonist of this story. As you continue through the series, you will learn about the values that they hold dear and the common thread that runs across what clients are looking for in a credible wealth adviser.
Apart from the financial decisions that many near-retirees must contend with, they also face a range of crucial life decisions. These choices can have a substantial impact on their financial planning. Tune in for this mini-series where our Client Advisers share their experiences in addressing the common pain points that near retirees may have while preparing for retirement.
In this episode, our CEO, Christopher Tan, reminisces the uneasy period to sustain the business in the early years and how we have come so far to where we are today, with a strong corporate culture that emphasises on doing the right thing for our clients.
