Providend's Money Wisdom

Providend Ltd
  • 5.0 (2)
  • Investing
  • Updated Weekly

Weekly 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 weekly 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. 6d ago

    What If You Had to Sell Your Business Tomorrow? (S5E32)

    If you had to sell your business tomorrow, would you know what it is really worth? For many business owners, their business is a significant part of their retirement plan. Yet its value and transferability can be affected by risks they may not have considered. Having clarity on where the business stands today can make all the difference when preparing for what comes next. In this episode, Jerome, Business Exit Special at Providend, shares with Ray, Senior Client Adviser, how he uses a three-step framework to guide business owners in identifying and mitigating common risks that could affect the value and transferability of their business. By addressing these areas early, business owners can prepare for any potential outcome and make decisions from a position of strength. Music courtesy of ItsWatR. The host of this episode, Ray Zheng, is a Client 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: 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

    What If You Had to Sell Your Business Tomorrow? (S5E32)

  2. Sep 21

    AI vs Human Adviser: Who Do You Trust When Your Health Changes Everything? (S5E31)

    As AI tools like ChatGPT are increasingly capable, 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, Jia Ling, Client Adviser, and our host, Isaac, unpack a case of Elaine, 56, 56, a single mother of two adult children who was recently diagnosed with stage 4 breast cancer, requiring intensive treatment. For Elaine, the decisions she faces are not only about navigating her own financial future, but also about protecting the future she wants for her children. While AI can provide quick and sound recommendations, the prompts given may be incomplete, especially when clients are overwhelmed by a sudden health crisis, creating gaps in their overall wealth plan. They also explore the importance of having the accountability and guidance by human advisers to help clients put their plans into action as circumstances evolve. To better understand the discussion, you may start by reading Jia Ling's article here: Can AI Replace a Human Adviser During a Health Crisis? 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: 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

    AI vs Human Adviser: Who Do You Trust When Your Health Changes Everything? (S5E31)

  3. Sep 14 ·  Bonus

    What’s Really Happening in China? What You Need to Know About Its Economy

    Having survived multiple market crises in our investment journey since 2001, we know what works and what won't work. To share deeper insights into how we manage investments beyond the basics, we’re pleased to launch a “Investment 201” video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, engages Dr Peng in conversations on more advanced investment topics, while still breaking them down into simple, practical insights for everyday investors. In this episode, Dr Peng and Isaac unpack the evolving situation in China: what’s driving recent economic trends, how policy decisions are reshaping its markets, and what this means for you as an investor. Watch all five "Investment 201" videos here. At Providend, we believe it is more important to look at the reliability and sufficiency of your investment returns to meet your non-negotiable life goals and events, instead of wanting to maximise your returns and dealing with the uncertainties and risks that would entail. Find out why positive returns do not mean enough returns here. Learn more by reading our investment eBook titled "A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty". 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.

  4. Sep 7

    Market Regimes Explained: Should You Change Your Investment Strategy? (S5E30)

    Market regimes can sound like a technical concept reserved for economists and investment professionals. But what do they actually mean for investors? In this episode, Glenn, our Senior Portfolio Manager, joins Joyce, our Client Adviser, to unpack what market regimes are and looks at how different environments, from the COVID-19 pandemic and the inflation-driven rate hikes of 2022 to the AI-led rally, have shaped markets in recent years. They also explore why changing your portfolio every time the market regime changes may sound logical but is difficult to execute successfully and what investors should keep in mind as conditions evolve. To understand the conversation better, you can begin with reading the article that inspired this episode here: Market Regimes and What They Mean for Your Portfolio Music courtesy of ItsWatR. The host of this episode, Joyce Chng, 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 Investment eBook Today! Download our Investment eBook titled “A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty” here: https://providend.com/publications/#investment

    Market Regimes Explained: Should You Change Your Investment Strategy? (S5E30)

  5. Aug 31

    Ikigai Insider: Finding Meaning and Value in Life (S5E29)

    Welcome to the sixth 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. In this podcast episode, Jit Hwee, our Client Adviser, reflects on the Ikigai petal of ‘Meaning & Value’ — what makes life worth living and how we can make the most of the journey. He shares how meaning comes from genuine human connections, shared experiences and the different roles he plays as a husband, son, son-in-law, father and Client Adviser. Together with our host, Jit Hwee explores why a fulfilling life is not necessarily found in financial success, career milestones or material possessions. He shares how being present for his family, helping his children discover their passions, and providing clarity to clients all give him a deeper sense of purpose. 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. 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

    Ikigai Insider: Finding Meaning and Value in Life (S5E29)

  6. Aug 24 ·  Bonus

    How Global Shifts Like Tariffs and Deglobalisation Impact Your Money and Investments

    In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to. To share deeper insights into how we manage investments beyond the basics, we’re pleased to launch a “Investment 201” video series featuring Dr Peng Chen, Senior Advisor & Director at Providend. In this series, Isaac Ong, our Client Adviser, engages Dr Peng in conversations on more advanced investment topics, while still breaking them down into simple, practical insights for everyday investors. In this episode, Dr Peng and Isaac discuss how tariffs and deglobalisation affect us as consumers, employees and investors. They also touch on national defence, the US dollar and market volatility, all with the aim of helping you understand how global developments may ripple through to your personal wealth goals, and what steps you can take next. Watch all five "Investment 201" videos here. At Providend, we believe it is more important to look at the reliability and sufficiency of your investment returns to meet your non-negotiable life goals and events, instead of wanting to maximise your returns and dealing with the uncertainties and risks that would entail. Find out why positive returns do not mean enough returns here. Learn more by reading our investment eBook titled "A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty". 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.

  7. Aug 17

    Beyond Money: Are You Prepared for Retirement? (S5E28)

    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$1.8 billion of our clients’ hard-earned assets. In this week’s Money Wisdom episode, we continue our ‘The Brain Behind’ series, where our co-host and Associate Adviser, Sudhan, speaks with our CEO, Christopher, about his Business Times article, 'Are You Really Ready For Retirement? Three Questions That Will Tell You' In this conversation, Christopher explores what it really means to be ready for retirement. Beyond having enough money, he shares why it is important to build a “life portfolio” alongside your financial portfolio, considering questions such as who you will spend time with, how you will maintain your independence, and who will support you when you need care. To gain more perspective on today’s conversation, you may begin by reading Christopher’s Business Times article here. 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: Rate Our Podcast!

    Beyond Money: Are You Prepared for Retirement? (S5E28)

  8. Aug 10

    Should Property Be Your Biggest Investment? What 35 Years of Singapore Data Reveals (S5E27)

    Property has long been regarded as one of Singapore's most popular ways to build wealth. But how should investors evaluate property alongside a diversified investment portfolio? In this episode, Glenn, our Senior Portfolio Manager, joins Joyce, our Client Adviser, to unpack decades of Singapore property data and explore whether property should be part of your portfolio. Glenn also shares why not every property delivers the same returns, whether leverage is really property's biggest advantage, and whether skilled property investors can consistently beat the market. To better appreciate the discussion, you may wish to begin with Glenn's article, which provides the context behind this conversation: https://providend.com/property-investment-singapore-diversified-portfolio/ Music courtesy of ItsWatR. The host of this episode, Joyce Chng, is a Client 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: Download Investment eBook Today! Download our Investment eBook titled “A More Reliable Way to Get Enough Investment Returns: Even During Times of Market Uncertainty” here: https://providend.com/publications/#investment

    Should Property Be Your Biggest Investment? What 35 Years of Singapore Data Reveals (S5E27)
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Weekly 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 weekly 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

Information

  • Creator
    Providend Ltd
  • Years Active
    2021 - 2026
  • Episodes
    194
  • Rating
    Clean
  • Copyright
    ©Providend Ltd 2025. All Rights Reserved.
  • Show Website
    Providend's Money Wisdom

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