Providend's Money Wisdom

Dec 01 2024 113 ep. 21 mins 7
Providend's Money Wisdom Podcast artwork

Fortnightly on Mondays, Providend’s Money Wisdom will discuss popular wealth topics to share some money wisdom in navigating through the minefields of misinformation and false promises so you can achieve financial security and peace of mind. Also available in video format on YouTube on Thursdays at 8pm. An original podcast produced by Providend Ltd. Do you have any feedback or questions? Write to us at [email protected]

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Health Span: The Missing Piece in Retirement Planning – The Brain Behind (S3E24)

Dec 01 2024 28 mins  
Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life 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 the critical role of health span in retirement plann

17 Years of Trusted Wealth Advisory: Richard's Lifelong Partnership with Providend (S3E23)

Nov 17 2024 33 mins  
Welcome back the final part of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey of our clients.This final episode is a very special episode, where we have our Founder and CEO, Christopher, interview one of our clients, Richard Hong, CEO at TÜV SÜD PSB ASEAN, our client of 17 years to date. As Asia's lead

Achieving the Highest Probability of Success in Money and Life (S3E22)

Nov 03 2024 29 mins  
As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was recently invited to Guangzhou. During his visit, Chinese stocks rose by 5.93%, driven by the government’s pledge of fiscal stimulus, only to retreat by 7.05% the following day—a phenomenon we might call a market frenzy.In this week’s Money Wisdom episode, our co-host Ameli

How Providend Guides Clients Through Lifelong Wealth Planning Conversations (S3E21)

Oct 20 2024 24 mins  
Welcome back to part eight of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey of our clients.As Asia's leading fee-only wealth advisory firm, we have received many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients

Reflections on US Homelessness, Succession Planning, and Retiring Overseas (S3E20)

Oct 06 2024 24 mins  
As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund Advisors' Global Advanced Conference. During this trip, he visited San Francisco, Dallas, and Austin, and returned with insights on homelessness, succession planning, and retiring in a foreign land.In this week’s Money Wisdom episod

How Providend Helps Clients Build a Legacy Beyond Assets (S3E19)

Sep 22 2024 27 mins  
Welcome back to part seven of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we continue exploring the wealth management journey of our clients.As Asia's leading fee-only wealth advisory firm, we have received many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospecti

Essential Steps for a Successful Business Succession Plan (S3E18)

Sep 08 2024 24 mins  
As Asia’s leading fee-only wealth advisory firm, we understand the challenges faced by business owners who are focused on growing their enterprises and may not have had the chance to develop a comprehensive business exit and succession plan.In this week’s Money Wisdom episode, Isaac interviews Jerome Song, Associate Director of Business Exit at Providend, about the critical asp

Beyond Finances: Are You Really Prepared for Retirement? – The Brain Behind (S3E17)

Aug 25 2024 25 mins  
Being a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, encourages us to think beyond the financial aspects of retirement, considering the emotional and psychological readiness that is often overlooked.In this week’s Money Wisdom episode, our co-host Amelia from the Brand Experience Team digs deeper into this topic with Chris, discu

Navigating Your Business Exit Plan Successfully (S3E16)

Aug 11 2024 25 mins  
As the leading fee-only wealth advisory firm in Asia, we understand the challenges faced by our clients who are business owners with a lot on their minds to grow their businesses and may not have had the chance to think through a business exit and succession plan.In this week’s Money Wisdom episode, our co-host Isaac talks to Jerome Song, Associate Director, Business Exit of Prov

4 Key Lessons Learnt in Legacy Planning – The Brain Behind (S3E15)

Jul 28 2024 40 mins  
As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, shares the lessons he has learnt in Legacy Planning in his Business Times article. With almost three decades of experience in planning for clients, Chris has many stories to share when it comes to Legacy Planning—often mistaken for Estate Planning.In this week’s Money Wisdom episode, our co-