Providend's Money Wisdom

Providend Ltd
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Fortnightly on Mondays at 8am, Providend’s Money Wisdom will share how you can gain clarity in your own “ikigai decisions” and make wise financial choices to support them. That, to us, is the essence of money wisdom and what we want you to take away from listening to our podcast. Also available in video format on YouTube fortnightly on Thursdays at 8pm. An original podcast produced by Providend Ltd. Do you have any feedback or questions? Reach out to us at communications@providend.com

  1. Married by 30 to #BTOgether? Snack for Thought on the Comparison Trap (S5E06)

    3日前

    Married by 30 to #BTOgether? Snack for Thought on the Comparison Trap (S5E06)

    Young people are so carefree!”, but is it true? In this series ‘Snack for Thought’, we dive into real conversations on the money and life issues young adults face, while keeping it light-hearted with a mukbang style, sharing the food gems around our office at Duxton Hill, giving listeners plenty to chew on. As trusted advisers to our affluent clients for over two decades, journeying with different generations, this series also gives parents and guardians insight into what their children or grandchildren (early 20s to 30s) may be experiencing. We explore the topics young adults care about, the challenges they face, and the concerns they discuss with peers. We hope these conversations help you understand them better and connect more meaningfully. In this second episode, Kate and Helen explore the “comparison trap” while enjoying Elijah pies, just a five-minute walk from our office. They discuss how constantly measuring yourself against others, whether it is body image, achievements, or life milestones, can lead to feelings of inadequacy, envy, and anxiety, especially for those in their 20s navigating social media pressures. From holiday weight comments to scrolling through seemingly effortless athletes online, Kate and Helen examine how comparison can push us towards unrealistic standards. They reflect on why knowing what you truly want, appreciating what you already have, and finding contentment in your own journey is key, reminding listeners that sometimes a slice of pie is enough and you do not need the whole cake (those calories!). Music courtesy of ItsWatR. The contributors of this episode are Kate Loo, Community & Events Executive, and Helen Tran, Senior Executive of Media Production, Group Brand Experience, at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm. Mentioned in this episode: Rate Our Podcast!

    26分

  2. 2月16日 · ボーナス

    Avoid These Mistakes in Equity Investing (Bonus)

    In managing in excess of S$1 billion worth of our clients’ assets, we know what works and what will not work when it comes to the reliability and sufficiency of investment returns. To share our insights, we are pleased to introduce our "Investment 101" video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, discusses essential investing concepts with Dr Peng to provide you with a better understanding of the financial markets as you embark on or continue your investment journey. In this episode, Dr. Peng and Isaac discuss what it means to invest in equities and why it is one of the most common ways to accumulate wealth. They cover common mistakes people make when investing in equities and highlight the importance of having a globally diversified portfolio. Watch all five "Investment 101" videos here. When investing for non-negotiable life events such as retirement, we need to use an approach that offers the highest probability of success. Read this article to find out why simply investing in a single index like the S&P 500 index is not the silver bullet. Learn more by reading our investment eBook titled "A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty". With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. You can reach out to us here for sound advice tailored to your unique situation. Music courtesy of ItsWatR. The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

    26分
  3. Why the Philosophy of Sufficiency Matters More Than Ever in Wealth Planning (S5E05)

    2月9日

    Why the Philosophy of Sufficiency Matters More Than Ever in Wealth Planning (S5E05)

    As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is grounded in real-world experience managing more than S$1.7 billion of our clients’ hard-earned assets. In this week’s Money Wisdom episode, we continue our 'The Brain Behind' series, where our new co-host and Associate Adviser, Sudhan, speaks with our CEO, Christopher, about his latest Business Times article, 'Thriving in a Messy World: Why the Philosophy of Sufficiency Matters More Than Ever.' In this conversation, Christopher explains why the Philosophy of Sufficiency is even more relevant in today’s world of constant comparison and noise. They discuss conventional definitions of success, from the old “5Cs” mindset to modern ideas of wealth accumulation and defining success on one’s own terms. In an uncertain world, this conversation challenges how we think about sufficiency, contentment, ambition, and what truly matters in wealth planning, including the quiet balance between chasing maximum returns and sleeping peacefully at night. To gain more perspective on today’s conversation, you may begin by reading Christopher’s Business Times article here: https://providend.com/thriving-in-a-messy-world-philosophy-of-sufficiency/ If you would like an honest second opinion on your current investment portfolio and wealth plan, make an appointment with us today. There will be no fees charged at the first meeting: https://providend.com/our-clients/service-enquiry-form/ Music courtesy of ItsWatR. The host of this episode, Sudhan Purushothuman, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm. Mentioned in this episode: Download Investment eBook Today! TBC

    35分
  4. Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer (S5E04)

    2月2日

    Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer (S5E04)

    Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee. This series explores the critical collaboration between wealth advisers and legal professionals in safeguarding your family’s future. Joined by lawyers Cynthia Tang of Tang Thomas and Soo Chye from OAKS Legal, each episode shares real-life stories showing how thoughtful planning can protect your family and make a meaningful difference, offering practical insights for your own legacy journey. In this first episode, we welcome Cynthia for an insightful conversation on why legacy planning works best when a lawyer and a trusted wealth adviser work hand in hand. They explore why a clear Schedule of Assets is essential, how co-owned properties and insurance nominations can complicate distribution, and why a will is only one piece of a much bigger legacy puzzle. In managing over S$1.7 billion of our clients’ hard-earned assets, Providend believes legacy planning goes beyond wealth plans or legal documents. It starts with clarity over your non-negotiable ikigai goals, assets, family circumstances, and long-term intentions. Without this full picture, even a well-drafted will can leave gaps or place unnecessary strain on those you care about most. If you have ever wondered whether a will alone is enough, this conversation is a bite-sized place to begin. Music courtesy of ItsWatR. The host of this episode, Loh Yong Cheng, is the Deputy Head of Advisory at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm. Mentioned in this episode: Get Our Money Wisdom II Book Today! Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form

    20分
  5. Is 100k by 30 Achievable? Snack for Thought on Milestones and Life Choices (S5E03)

    1月26日

    Is 100k by 30 Achievable? Snack for Thought on Milestones and Life Choices (S5E03)

    “Young people are so carefree!”, but is it true? In this series 'Snack for Thought', we dive into real conversations on the money and life issues young adults face, while keeping it light-hearted with a mukbang style, sharing the food gems around our office at Duxton Hill, giving listeners plenty to chew on. As trusted advisers to our affluent clients for over two decades, journeying with different generations, this series also gives parents and guardians insight into what their children or grandchildren (early 20s to 30s) may be experiencing. We explore the topics young adults care about, the challenges they face, and the concerns they discuss with peers. We hope these conversations help you understand them better and connect more meaningfully. In this first episode, Kate and Helen nibble on the idea of reaching $100k by 30 while enjoying treats from Equate Coffee at Tanjong Pagar Plaza. They explore the savings and choices needed to hit this milestone, while considering how to balance it with living life and spending on what matters. Kate shares her personal journey, and Helen reflects on her own milestones, sparking a discussion on whether 100k by 30 should be viewed as a realistic benchmark? Music courtesy of ItsWatR. The contributors of this episode are Kate Loo, Community & Events Executive, and Helen Tran, Senior Executive of Media Production, Group Brand Experience, 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 4 can be found here. Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

    14分
  6. Ikigai Insider: What Freedom Really Means (S5E02)

    1月19日

    Ikigai Insider: What Freedom Really Means (S5E02)

    Welcome to this first episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combining Ikigai with Providend’s Philosophy of Sufficiency. Each episode explores one of the eight Ikigai petals identified by Mieko Kamiya, the mother of Ikigai Psychology, whose work has been revitalised by Nicolas Kemp, Founder of Ikigai Tribe. Our Client Advisers share personal reflections and the steps they take to fulfil each petal. In this episode, our Client Adviser Annette Lee reflects on the Ikigai petal of Freedom, sharing her recent experiences in Wakayama, Japan. From the delicate art of dyeing Furoshiki to exploring the guilt of “not having enough,” Annette reveals how even just 5–10 minutes a day spent on a small hobby can uncover moments of true freedom. Discover her personal reflections and learn how simple, intentional actions can help you find freedom in your own Ikigai. Annette has also written an article on this, which you can read here: What Freedom Means in Ikigai: Reflections from Wakayama and Lessons for Clients Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially—with your Ikigai goals at the forefront of your wealth plan. Music courtesy of ItsWatR. The host of this episode, Aaron Loo, 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 4 can be found here. Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm. Mentioned in this episode: Subscribe to Our Newsletter Today! If you’re interested in getting more of our thought leadership contents, click this link to subscribe to our newsletter today: https://providend.com/#newsletter-subscribe

    20分
  7. AI vs Human Advisers: Who Do You Trust With Retirement and Career Transitions? (S5E01)

    1月12日

    AI vs Human Advisers: Who Do You Trust With Retirement and Career Transitions? (S5E01)

    As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many have asked: Could AI truly replace a human wealth adviser? Being trusted advisers to our affluent clients for over two decades, this Providend series began with an article by our Client Advisers on clients navigating major life transitions. The podcast goes further, exploring the thoughts behind these transitions. In this podcast episode, Jit Hwee and our host, Isaac, explore three major retirement challenges through the case of Bob and his wife Elsie, both 45, who hope to retire at 60. They discuss how clients often find it difficult to navigate the mental gymnastics of evaluating trade-offs, particularly when faced with information overload about the steps needed for a successful retirement. Jit Hwee also highlights three key limitations of using AI in retirement and career transition planning, and poses an important question: would you trust AI with your non-negotiable ikigai goals and life events, or for achieving clarity and peace of mind? Listen to the podcast to find out more. To better understand the discussion, you may start by reading Jit Hwee's article here: Case Study: Can AI Replace a Human Adviser for Retirement and Career Transitions? Music courtesy of ItsWatR. The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm. Mentioned in this episode: Download our RetireWell™ eBook Today! Our popular RetireWell™ eBook has been updated! RetireWell™ is a methodology that Providend has developed to design a retirement income plan that will provide you with a safe and reliable stream of income for the rest of your life. Check out the link here to download a complimentary copy of the full eBook today: https://providend.com/publications/#retirewell

    31分

  8. 1月5日 · ボーナス

    How to Invest During High Inflation (Bonus)

    Having gone through multiple market crises together with our clients since 2001, we know what works and what will not work when it comes to the reliability and sufficiency of investment returns. To share our insights, we are pleased to introduce our "Investment 101" video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, discusses essential investing concepts with Dr Peng, to provide you with a better understanding of the financial markets as you embark on or continue your investment journey. In this episode, Dr Peng and Isaac tackle the pressing topic of inflation, which has been a major concern since the sharp spike in rates in 2022. Watch all five "Investment 101" videos here. At Providend, we are passive in areas where evidence shows us that it is better to be passive and active in areas where we cannot afford to be passive. This philosophy is born out of our experiences managing money through many crises. Read this article to find out more. Learn more by reading our investment eBook titled "A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty": With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. You can reach out to us for sound advice tailored to your unique situation: https://providend.com/our-clients/service-enquiry-form/ Music courtesy of ItsWatR. The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

    20分
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予告編

番組について

Fortnightly on Mondays at 8am, Providend’s Money Wisdom will share how you can gain clarity in your own “ikigai decisions” and make wise financial choices to support them. That, to us, is the essence of money wisdom and what we want you to take away from listening to our podcast. Also available in video format on YouTube fortnightly on Thursdays at 8pm. An original podcast produced by Providend Ltd. Do you have any feedback or questions? Reach out to us at communications@providend.com

情報

  • クリエイター
    Providend Ltd
  • 配信期間
    21年 - 26年
  • エピソード
    164
  • 制限指定
    不適切な内容を含まない
  • Copyright
    ©Providend Ltd 2025. All Rights Reserved.
  • 番組のWebサイト
    Providend's Money Wisdom

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