Did you know that Dave Butler, Co-CEO of Dimensional Fund Advisors (DFA), was a former professional basketball player? Standing at over two metres tall, how did he come to and stay in his role at DFA for the past 28 years, instead of pursuing his career in basketball?
In this week’s Money Wisdom episode, Dave recounts his journey in one of the biggest fund management companies in the world. With the wealth of knowledge he possesses, he shares his views on money and explains why he still believes that having a wealth adviser is essential for leading a peaceful life. You can find the video version of this podcast episode on YouTube here.
Meanwhile, stay tuned for exciting updates coming soon!
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
The host of this episode, Evelyn Goh, is the Deputy CEO and Chief Advisory Officer at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Learn more about our investment solutions here.
For more related resources, check out:
1. Money Wisdom Podcast S2E22: Why an Investment Expert Would Be Willing to Pay for Wealth Advice Ft. Dr Wei Dai from DFA
2. RetireWell™ Part 4: Investment Philosophy for a Retiree Client
3. Why a Robust Estimate of Future Returns Is Important for Investment Planning
*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.
