S3E06: The Brain Behind – The Importance of a Robust Wealth Plan Amid the Latest CPF Changes

Jin Lee

It has been a month since the CPF changes were announced, and there are still ongoing discussions in the media, online, and in various finance chat groups. With all the noise surrounding this ‘hot topic,’ our CEO, Chris, shared a simple guide in a Business Times article, which all Singaporeans can refer to when considering their next steps in light of these changes.

In this week’s Money Wisdom 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.

You can read Chris’ article in The Business Times on this topic here.

Also, stay tuned for our next podcast episode, for part 2 of a nine-part series that covers the wealth management journey of our clients!

You can register for the webinar here: https://us06web.zoom.us/meeting/register/tZ0pdO6tpjkqGtXRgF8CkipS_KAw0mI4tbuW#/registration

Music courtesy of ItsWatR.

The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

For more related resources, check out:
1. How To Plan For Your Retirement After 2024’s CPF Changes & Closure of Special Account
2. Money Wisdom Podcast S2E12: How to Optimise CPF as Part of Your Overall Wealth Plan
3. RetireWell™ Part 1: Drawing Down Retirement Money

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.

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