What does it mean to build a financial plan around a life worth living? It begins with understanding what truly matters to you, but how do you translate those meaningful aspirations into something tangible within your wealth plan?
In this episode, Bryan, Lead of Solutions Team and Jia Ling, Client Adviser, explore how we can bridge the gap between discovering our ikigai and translating it into actionable financial goals. They explore how the things that give our lives meaning can be reflected in our cashflow plans, capital goals and even the overall structure of our wealth.
However, there is an important distinction between making room for what matters and trying to fund everything we enjoy. Bryan shares why clarity and prioritisation are essential in making meaningful financial trade-offs, and how sometimes, the pursuit of what matters most may require us to reconsider what we are willing to give up.
To understand the conversation better, you can begin with reading the article that inspired this episode here: How to Turn Your Ikigai into Actionable Financial Goals
Music courtesy of ItsWatR.
The host of this episode, Loi Jia Ling, is a Client 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. The Part of Ikigai That No One Talks About
2. Not a Mid-Life Crisis — A Mid-Life Clarity
3. The Seven Ikigai Needs – Ikigai Tribe
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