95 episodes

Providend’s Money Wisdom podcast is an original podcast by Providend Ltd. In each episode, your hosts, Isaac Ong or Christopher Tan, will be joined by an expert guest as they discuss popular wealth topics to share their money wisdom with you. We hope to guide you in navigating through the minefields of misinformation and false promises in order to achieve financial security and peace of mind.
New episodes would be published every Monday morning at 8am. So follow us on your favourite podcast platform or subscribe to our weekly newsletter to never miss any episodes.
Music courtesy of ItsWatR.

Providend's Money Wisdom Providend Ltd

    • Education
    • 5.0 • 2 Ratings

Providend’s Money Wisdom podcast is an original podcast by Providend Ltd. In each episode, your hosts, Isaac Ong or Christopher Tan, will be joined by an expert guest as they discuss popular wealth topics to share their money wisdom with you. We hope to guide you in navigating through the minefields of misinformation and false promises in order to achieve financial security and peace of mind.
New episodes would be published every Monday morning at 8am. So follow us on your favourite podcast platform or subscribe to our weekly newsletter to never miss any episodes.
Music courtesy of ItsWatR.

    S3E06: The Brain Behind - The Importance of a Robust Wealth Plan Amid the Latest CPF Changes

    S3E06: The Brain Behind - The Importance of a Robust Wealth Plan Amid the Latest CPF Changes

    It has been a month since the CPF changes were announced, and there are still ongoing discussions in the media, online, and in various finance chat groups. With all the noise surrounding this 'hot topic,' our CEO, Chris, shared a simple guide in a Business Times article, which all Singaporeans can refer to when considering their next steps in light of these changes.
    In this week’s Money Wisdom episode, our co-host Jin interviews Chris, as he digs deeper into this article to discuss the pros and cons of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.
    You can read Chris' article in The Business Times on this topic here.
    Also, stay tuned for our next podcast episode, for part 2 of a nine-part series that covers the wealth management journey of our clients!
    You can register for the webinar here: https://us06web.zoom.us/meeting/register/tZ0pdO6tpjkqGtXRgF8CkipS_KAw0mI4tbuW#/registration
    The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
    View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/
    Music courtesy of ItsWatR.
    Mentioned in this episode:
    Subscribe to our mailing list for more content!
    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 min
    S3E05: The Story of Our Clients' Wealth Journey - The Protagonist

    S3E05: The Story of Our Clients' Wealth Journey - The Protagonist

    Providend has always been proud to share that we are Southeast Asia's first fee-only advisory firm. In recent years, we have been receiving many questions about who we serve and the work that we do for our clients.
    In this nine-part sequential mini-series, we will delve into the wealth management journey of our clients. This is a collection of all the stories that clients and prospective clients shared with us ranging from why they are looking for guidance to challenges they faced before meeting us, and their experience working with us. We are sure you would find something that resonates with you in your own wealth journey and glean some interesting insights.
    In this week’s Money Wisdom episode, our CEO Chris, and co-host Isaac, begin by telling the tale through the perspective of our clients - the protagonist of this story. As you continue through the series, you will learn about the values that they hold dear and the common thread that runs across what clients are looking for in a credible wealth adviser.
    Stay tuned for our next podcast episode, where our co-host Jin will be talking to Chris about his article in The Business Times. Following that, our next episode will be part two of this new series, so please look out for it!
    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 every Thursday at 8pm: http://www.youtube.com/@ProvidendSG
    The host, Isaac Ong, is Associate Adviser at Providend, Singapore’s First Fee-Only Wealth Advisory Firm.
    View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/
    Music courtesy of ItsWatR.
    Mentioned in this episode:
    Rate Our Podcast on Your Favorite Platform

    • 34 min
    S3E04: The Brain Behind - How Will the Closure of Your CPF Special Account Affect Your Retirement?

    S3E04: The Brain Behind - How Will the Closure of Your CPF Special Account Affect Your Retirement?

    The CPF changes announced during #Budget2024 have been receiving a range of opinions on the ground as Singaporeans who had "Special Account shielding" on their minds, question their next steps when it comes to retirement planning. Given the unpopular opinions, is this the right move to make for the primary purpose of the CPF? What do these changes mean to you as a young accumulator or a near-retiree? 
    In this week’s Money Wisdom episode, our CEO, Chris, encourages us to dig deeper and to ask ourselves what the original intent was for the monies left behind in our CPF balances after turning 55, should these changes not have been announced in the first place. That would give us a good idea of the next steps to take. 
    Also, stay tuned for our next podcast episode, where we will be going through a client case study!
    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 every Thursday at 8pm: http://www.youtube.com/@ProvidendSG
    The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
    View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/
    Music courtesy of ItsWatR.
    Mentioned in this episode:
    RetireWell eBook Download

    • 28 min
    S3E03: 4 Ways Financial Advisers Get Compensated - The Pros and Cons

    S3E03: 4 Ways Financial Advisers Get Compensated - The Pros and Cons

    Until today, Providend remains the only fee-only wealth advisory firm in Southeast Asia, a model inspired by the U.S. and Australia - why is that so? For the average person seeking trustworthy wealth advice that is client-centric, should they exclusively consider fee-only wealth advisers? Also, what are the differences between fee-only and fee-based advisers? 
    In this week’s Money Wisdom episode, our CEO, Chris, and our Co-Host, Jin, discuss this controversial topic of the various compensation methods in the financial advisory world and the pros and cons of each. After listening to this podcast, we hope you will gain clarity on how to best evaluate the type of financial adviser that is most suitable for your needs. 
    Stay tuned for our next "The Brain Behind" episode, where we delve deep into Chris' upcoming Business Times article!
    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 every Thursday at 8pm: http://www.youtube.com/@ProvidendSG
    The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
    View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/
    Music courtesy of ItsWatR.
    Mentioned in this episode:
    Subscribe to our mailing list for more content!
    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

    • 38 min
    S3E02: The Brain Behind - Discovering Your “Ikigai” with Providend’s Philosophy

    S3E02: The Brain Behind - Discovering Your “Ikigai” with Providend’s Philosophy

    The philosophy of sufficiency serves as the anchor for everything we do here at Providend—whether it's planning for our clients, investing for them, or providing advice. Sufficiency is about having enough, but the question remains: when is enough truly enough? How do we find contentment in life, and what does contentment mean?
    In this week’s Money Wisdom episode, our CEO, Christopher Tan, elaborates on how we can identify the things that are important to us, which he terms as life decisions, and also "ikigai" decisions—those that help us live our day-to-day life in a way that is worth living. Financial decisions can then be arranged to support these life decisions.
    You can find The Business Times article "How to Make Life Decisions" here, where Chris shares the true meaning behind "ikigai" and how you can discover the life you have always desired to live: https://providend.com/how-to-make-life-decisions
    Meanwhile, stay tuned for our next episode!
    The host of this episode, Jin Lee, 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 every Thursday at 8pm: http://www.youtube.com/@ProvidendSG
    Music courtesy of ItsWatR.
    Mentioned in this episode:
    Rate Our Podcast on Your Favorite Platform

    • 40 min
    S3E1: Meet Your New Co-host, Jin Lee!

    S3E1: Meet Your New Co-host, Jin Lee!

    Welcome to the FIRST episode of Providend’s Money Wisdom Podcast Season 3!
    For this season, we are doing things a little differently in our sharing of money wisdom with you. We will be introducing various mini-series covering different aspects of your overall wealth plan holistically. But first, let’s get to know more about your new co-host, Jin Lee, Associate Adviser at Providend.
    In this episode, Jin shares her interesting past experience and thorough research on Providend before making a career switch to join us. Even though Jin has only been with us for a short time, her interest in personal wealth and passion to do the right thing will surely make her a great co-host, alongside Isaac!
    Meanwhile, stay tuned for the next episode where Chris discusses more about his first article of 2024 on The Business Times!
    If you are interested in joining our Providend Associate Adviser Programme, kindly visit this link to find out more: https://providend.com/careers/
    Music courtesy of ItsWatR.
    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 every Thursday at 8pm: http://www.youtube.com/@ProvidendSG

    • 17 min

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