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. 4 天前 ·  附贈內容

    What Investment Returns Should You Reasonably Expect?

    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 our insights, we are pleased to share 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 explore realistic returns for different asset classes and discuss how to handle portfolios that fall short. They also address how much return you actually need to meet your financial goals, factoring in unexpected events like the COVID-19 pandemic. Watch all five "Investment 101" 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". 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. 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.

    29 分鐘
  2. Dream Job or Stable Career? Snack for Thought on Redefining Success (S5E21)

    6月22日

    Dream Job or Stable Career? Snack for Thought on Redefining Success (S5E21)

    “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 podcast episode, Kate and Helen reflect on what it truly means to be successful over Dopa ice cream, just steps from our office. Since young, many of us have grown up with a fixed definition of success shaped by the expectations of those around us. For some, these expectations can become a source of pressure and even feel suffocating at times. But today, more young people are courageously redefining success on their own terms. Whether it is choosing to care for a farm, becoming a Pilates instructor, or pursuing a less conventional path, our generation is learning that success does not have to fit into a single mould. As the final episode of this series for the year, we hope these conversations encourage younger listeners to reflect on what truly matters most to them. And to the older generation, we hope this offers a glimpse into what your children may be navigating, helping foster deeper understanding and connection. 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!

    19 分鐘
  3. CPF LIFE vs ILPs: Are We Comparing Certainty with Projections? (S5E20)

    6月15日

    CPF LIFE vs ILPs: Are We Comparing Certainty with Projections? (S5E20)

    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 co-host and Associate Adviser, Sudhan, speaks with our CEO, Christopher, about his latest Business Times article, ‘The Retirement Advice That Worries Me Most Right Now’. In this conversation, Christopher encourages listeners to look beyond the high projected returns promised by instruments such as ILPs. Instead, he highlights the importance of knowing what is “enough”, so that you can build a retirement with greater certainty and peace of mind. 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: 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

    26 分鐘
  4. Ikigai Insider: The Courage to Embrace a Bright Future (S5E19)

    6月8日

    Ikigai Insider: The Courage to Embrace a Bright Future (S5E19)

    Welcome to the fourth 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 podcast episode, Matthias, our Senior Client Adviser, reflects on the Ikigai petal of 'Bright Future' - representing a psychological need to believe that life is moving in a positive direction. He opens up about stepping out of his comfort zone and making the difficult decision to change jobs after spending more than a decade at his previous firm. While the transition came with uncertainty, he chose to hold on to optimism and trust in what the future could hold. Together with our host Aaron, he reflects on the story of a prisoner in a concentration camp and explores how the simple act of looking towards a better tomorrow, can give meaning to today. 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: 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

    24 分鐘
  5. Legacy Planning and Philanthropy: What Are You Really Passing Down? (S5E18)

    6月1日

    Legacy Planning and Philanthropy: What Are You Really Passing Down? (S5E18)

    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 episode, our CEO, Christopher and Soo Chye discuss a deeply personal but often overlooked aspect of legacy planning, how giving can shape family values and leave a legacy beyond wealth. Drawing from decades of experience working with families, Soo Chye reflects on why philanthropy is not reserved only for the wealthy, and how everyday acts of generosity can influence relationships and perspectives across generations. He also shares memorable stories from his practice, including how small, unexpected acts of kindness can carry more meaning than large financial gifts, and how families have been changed simply by being involved in giving together rather than treating it as a private transaction. 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. If you have ever wondered what kind of values, purpose, and example you hope to leave behind for the next generation, you do not want to miss this episode. Music courtesy of ItsWatR. The host of this episode, 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”. 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

    32 分鐘
  6. Are Different Financial Values Relationship Dealbreakers? Snack for Thought on Love and Money (S5E17)

    5月25日

    Are Different Financial Values Relationship Dealbreakers? Snack for Thought on Love and Money (S5E17)

    "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 podcast episode, Kate and Helen share their perspectives on finances in relationships over Ton Coffee near our office. Money is thread that's woven into every aspect of life and in a relationship, and there is no avoiding the conversation. From first dates to major life decisions, they explore why being open and intentional about finances with your partner matters more than most people realise. Honest conversations today can help build stronger trust, alignment, and confidence for the future together. 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. 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

    30 分鐘

  7. 5月18日 ·  附贈內容

    Is Gold a Good Investment Now? (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 the reasons why people still invest in gold, and if there are benefits as compared to investing in equities and bonds. They also discuss the downsides, and if gold has a place in your investment portfolio or if should you avoid it altogether, as a Singaporean-based investor. 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. Learn about our CEO and Founder, Christopher Tan's views on investing in cryptocurrency here. 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. 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.

    22 分鐘
  8. The Role of a Letter of Wishes: Clarity Beyond the Will (S5E16)

    5月11日

    The Role of a Letter of Wishes: Clarity Beyond the Will (S5E16)

    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 episode, Cynthia and Yong Cheng unpack the role of a Letter of Wishes, a powerful, though non-legally binding, document that guides your executor in carrying out your legacy plan with clarity and care. They also discuss why a Letter of Wishes goes beyond instructions, serving as a deeply personal message to your loved ones. At Providend, we encourage clients to write this in their most authentic voice. From expressing intentions to sharing values and hopes, it allows you to communicate what truly matters and add meaning to the wealth you leave behind. In managing over S$1.7 billion of our clients’ hard-earned assets, Providend believes legacy planning goes beyond legal structures and documentation. It is about bringing clarity to what matters most, and ensuring your true intentions are understood, and not just recorded in a will that is filled with legal jargon. 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. 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 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

    32 分鐘
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簡介

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

資訊

  • 創作者
    Providend Ltd
  • 活躍年代
    2021年 - 2026年
  • 集數
    181
  • 年齡分級
    兒少適宜
  • 版權
    ©Providend Ltd 2025. All Rights Reserved.
  • 節目網站
    Providend's Money Wisdom

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