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Providend's Money Wisdom

Providend's Money Wisdom

175 episodes — Page 4 of 4

S1 Ep 25S1E25: Learning Investing Through the Mountain Experience

In the last episode, I shared 5 interesting investment lessons we can learn from football. This week, I'll share my learnings as I braved through the jungles and mountains back when I was an army officer!The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jul 8, 202214 min

S1 Ep 24S1E24: What Has Investing Got to Do with Football?

In this episode, I will share 5 interesting investment lessons we can learn from football and why, if you understand football, you will have no problems understanding investing.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jul 1, 202211 min

S1 Ep 23S1E23: Will the Real Trustee Please Stand Up?

In this episode, I will explain the responsibilities of a trustee and why it is so important for a trustee to understand the beneficial organisation’s investment options to make a better decision.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jun 24, 202213 min

S1 Ep 22S1E22: Making Money from Death

In this episode, I will share my professional insights on viatical and life settlements, explaining the problem with these products in terms of ethical considerations and the risks involved.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jun 17, 20229 min

S1 Ep 21S1E21: The Price of Wanting Quick Solutions

In this episode, I reflect on how foolish my decision would have been if I followed the “popular and easy” approach that many embraced after the 2008 market crash.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jun 10, 20229 min

S1 Ep 20S1E20: In Crisis, Do the Right Thing

In this episode, I will explain why we remained largely invested and continued to encourage our clients to buy in slowly even when the markets were falling.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jun 3, 20229 min

S1 Ep 19S1E19: How Best to Weather the Storm

In this episode, I will share 3 situations you might be placed under during a market downdraft, and the important decisions you might have to make to ultimately achieve your life and money goals.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

May 27, 202214 min

S1 Ep 18S1E18: Don't Ever Give Up

In this episode, I will share the impact of the top 10 stock market crashes in history and my sincere advice to the investors and advisers out there when facing a market downturn like now.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

May 20, 202211 min

S1 Ep 17S1E17: Lessons from a Trip Down Memory Lane

In this episode, I will share what we can learn from the stock market history and my professional advice on how we should invest amidst the current falling markets.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

May 13, 202216 min

S1 Ep 16S1E16: Chasing Returns in the Retirement Game

In this episode, I hope to stress that both phases in retirement planning - accumulation and consumption, are equally important to secure retirement adequacy (not necessarily a luxurious retirement).The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/Music courtesy of ItsWatR.

Apr 29, 20229 min

S1 Ep 15S1E15: FAQs on CareShield Life

In this episode, I will answer some frequently asked questions on the features and concerns of CareShield Life.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Apr 22, 202214 min

S1 Ep 14S1E14: CareShield Life in Insuring Against Severe Disability

In this episode, I will share the key differences between two severe disability insurance schemes - ElderShield and CareShield Life, in helping Singaporeans prepare for their long-term care needs.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Apr 15, 20228 min

S1 Ep 13S1E13: CPF LIFE in Managing Longevity Risk

In this episode, I will further elaborate on CPF LIFE - the national annuity plan which provides a way out of the longevity risk that retirees face with provision of income throughout their retirement, for life!The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Apr 8, 20228 min

S1 Ep 12S1E12: Understanding CPF

In this episode, I will highlight the key principle governing CPF and shares about the Minimum Sum Scheme, CPF LIFE as well as the hottest debate in 2014 concerning the interest rates we are getting from our CPF accounts.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Apr 1, 202214 min

S1 Ep 11S1E11: Retiring in Singapore?

In this episode, I will share the resources available to fulfil the three basic needs in our retirement age - a house to stay in, medical expense insurance, and a reliable monthly income stream.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Mar 25, 202211 min

S1 Ep 10S1E10: On Investment-Linked Policies

In this episode, I will share the key considerations you should take into account if you own an Investment-Linked Policy given its insurance charges that increase tremendously from age 40.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Mar 18, 202210 min

S1 Ep 9S1E9: Will a Medical Crisis Break You and Your Family?

In this episode, I will share how you can be adequately covered to ensure zero or low out-of-pocket expenses during a medical crisis, and to allow you to live normally until your situation gets better.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Mar 11, 202210 min

S1 Ep 8S1E8: The Sales Tactics Behind Whole Life Plans

In this episode, I will present one common tactic used to simplify the way to pay estate duty - use of whole life plans. If you're an investor of foreign assets, this information would be very useful to you.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Mar 4, 20228 min

S1 Ep 7S1E7: Insurance as Savings? Think Again

In this episode, I hope to dispel a myth that many have believed for a long time - that insurance is a good instrument to accumulate wealth.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Feb 25, 202211 min

S1 Ep 6S1E6: Realisations of a Financial Adviser

In this episode, I will be explaining the types and durations of our insurance needs as well as how we can prioritise one over another given our limited resources.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Feb 18, 202216 min

S1 Ep 5S1E5: Confessions of a Financial Adviser

In this episode, I will share the comparison on how every dollar of premiums you pay is being used between whole life and term insurance.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Feb 11, 202213 min

S1 Ep 4S1E4: The Case for Term Insurance

In this episode, I will share the reasons why we have been emphasising so much on using term insurance despite the absence of a maturity benefit - one of the main reasons for its unpopularity.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Feb 4, 202210 min

S1 Ep 3S1E3: The Basic Principle of Insurance Planning

Insurance should be used strictly for life protection. In most instances, it is a temporary need, the only exception is probably medical expense insurance.In this episode, I will share the differences between medical expense insurance for local, regional and worldwide coverage as well as their underwriting requirement.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jan 28, 202210 min

S1 Ep 2S1E2: Are You Financially Fit?

In this episode, I will lists down 6 financial health markers you can use to check your financial condition and the practical ways to stay financially healthy and fit.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jan 21, 202213 min

S1 Ep 1S1E1: What Can You Expect from This Podcast?

In the very first episode, I will be sharing my objectives of publishing the Money Wisdom book back in 2019 and an overview of its content flow so you can have a better understanding of what to expect from this podcast. A common theme throughout my book is the focus on making a life decision first and let your life decision lead your financial decisions.The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/ Music courtesy of ItsWatR.

Jan 14, 202212 min