Providend's Money Wisdom

Providend Ltd

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. 1D AGO · BONUS

    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 min
  2. The Return on Our Spending: How to Make Your Money Matter (S4E39)

    12/29/2025

    The Return on Our Spending: How to Make Your Money Matter (S4E39)

    Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy, making ikigai decisions before money decisions, is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets. In this week’s Money Wisdom episode, and our final episode of 2025, our co-host Isaac chats with Chris about his latest Business Times' article titled 'What Did My Money Really Buy This Year?' They reflect on how society often measures wealth through investment returns, while the return on life, such as contentment, values and meaning, is harder to quantify. Chris shares personal reflections on spending with intention, from a $10,000 anniversary dinner that brought immeasurable joy, to viewing health, relationships and mind space as assets on a personal life balance sheet. With a few days left in the year, we hope this conversation encourages you to pause, reflect, and remember that it is not too late to realign your choices and change your trajectory for 2026. You can also read Chris’ Business Times article that was discussed in this episode here. The book that was discussed in the podcast was Outlive: The Science and Art of Longevity by Dr Peter Attia. 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. 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

    45 min
  3. 12/22/2025

    Living a Good Life: Building Trust and Auctioneering Success (S4E38)

    Being a trusted adviser to our affluent clients for over two decades, we know what works and what won’t work, when it comes to helping our clients meet their non-negotiable life goals. In this episode, we are glad to be joined by one of Providend’s clients, Matthew Elton, Founder and Managing Director of Hotlotz, a leading auctioneer in Singapore. Matthew prides Hotlotz on their honesty, integrity and high level of service quality towards their clients. You will be intrigued by the interesting stories he has to share and his passion for upholding trust in both his work and personal life, especially when it comes to precious items bestowed upon his clients from their loved ones. Matthew’s belief in doing the right thing and maintaining a healthy culture within Hotlotz aligns closely with Providend’s mission to be the light in the financial world. Learn more about Matthew and his company here. 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.

    54 min
  4. Holistic Legacy and Estate Planning: The Vital Role of Wealth Advisers (S4E37)

    12/08/2025

    Holistic Legacy and Estate Planning: The Vital Role of Wealth Advisers (S4E37)

    Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets. In this week’s Money Wisdom episode, our co-host Isaac chats with Chris about why trusts are more than just tools for asset distribution. Chris shares the emotional challenges of assigning trustee rights that our clients face, the limits of corporate trustees, and the benefits of a team approach. Chris also highlights the vital role of wealth advisers in providing a holistic view, coordinating details, and guiding families through legacy planning, which does not only have to start only at the end of life. Listen to the full episode to find out when it makes sense for a person to consider a corporate trust. You can also read Chris’ Business Times article that was discussed in this episode here. 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. Mentioned in this episode: Download Investment eBook Today! TBC

    32 min
  5. Finding Your Ikigai: Sha-En’s Journey from Primary School Teacher to Happiness Scientist (S4E35)

    11/24/2025

    Finding Your Ikigai: Sha-En’s Journey from Primary School Teacher to Happiness Scientist (S4E35)

    Welcome to the final episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend’s Philosophy of Sufficiency. As trusted advisers to affluent clients for over two decades, we’ve always advocated that clients prioritise life decisions before financial ones. These life decisions are what we refer to as “Ikigai” decisions. In this episode, our Founder and CEO, Christopher Tan, chats with Sha-En Yeo, Singapore’s first Happiness Scientist®, 2× TEDx Speaker, and Founder of 'Happiness Scientists', where she helps leaders move from burnout to success with fulfilment. For the past 14 years, she has worked across APAC to support organisations, schools and individuals through positive psychology–based coaching, training and keynotes on mental health, resilience and wellbeing. Sha-En shares her unconventional journey, from supporting a struggling student as a young teacher to discovering positive psychology. Through stories of uprooting her family to study overseas, and leaving the stability of an iron-rice-bowl job, she reflects on how small, courageous steps can lead us closer to our ikigai. You may reach out to Sha-En via her LinkedIn or website. 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, 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.

    47 min
  6. 11/17/2025 · BONUS

    The Road Ahead: Passing the Baton to the Next Generation (Bonus Episode)

    Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement and transitioning their business to the next generation. In this final bonus episode of Legacy Beyond Wealth, Richard and Eva return to Providend with their children, David and Mary, to finalise their business succession plan. What began as a technical discussion about leadership and ownership has now evolved into a deeply personal family milestone. After months of careful planning, structured assessments, and open conversations, the moment of truth arrives. With guidance from Client Adviser Chris and Business Exit Associate Director Jerome, Richard and Eva unveil their decision on the company’s next CEO and ownership structure. At Providend, we believe true legacy planning is not about letting go, but about your legacy passing forward. It is about ensuring that what you have built with love and purpose continues to thrive for generations to come. Listen to the earlier podcast episodes here on legacy planning: Episode 1Episode 2 Episode 3Episode 4Business Exit Bonus Episode 1 Music courtesy of ItsWatR. The voice talents for this episode are Ray, Annette, Isaac, Client Advisers, voicing Richard, Eva, David, our CEO, Christopher, voicing as their Client Adviser, Helen as Mary, Jerome, voicing as the Business Exit Associate Director, 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 Mailing List 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

    10 min

Ratings & Reviews

5
out of 5
2 Ratings

About

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

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