x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Providend"s Money Wisdom

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

business investing

All Episodes

40:16

4 Key Lessons Learnt in Legacy Planning – The Brain...

Providend"s Money Wisdom ·

2024/07/29

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-host Amelia from the Brand Experience Team has a heartfelt chat with Chris on parenting, family relationships, and

en

40:27

Wealth Management to Reach Your Unique Life Goals...

Providend"s Money Wisdom ·

2024/07/15

Welcome back to part six of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we delve into the wealth management journey of our clients.As the leading fee-only wealth advisory firm in Asia, we have been receiving 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 shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us, and

en

18:28

Investing in the S&P 500 Alone is Not the Silver...

Providend"s Money Wisdom ·

2024/07/01

As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, discusses in his Business Times article why you should not simply invest in the S&P 500 alone.With competing views from sources like Business Insider claiming that the S&P 500 will hit 8,000 to 15,000 points by the end of the decade, does this trigger a 'fear of missing out' for you?In this week’s Money Wisdom episode, our co-host Amelia, from the Brand Experience Team, asks Chris why the S&P 500

en

30:09

Wealth Management: Bespoke Wealth Plans & Scenario...

Providend"s Money Wisdom ·

2024/06/17

Welcome back to part five of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we delve into the wealth management journey of our clients.As the leading fee-only wealth advisory firm in Asia, we have been receiving 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 shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us,

en

21:08

S3E11: Key Considerations for Your Business Exit Plan...

Providend"s Money Wisdom ·

2024/06/03

As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher's Business Times article discusses the critical mistake that business owners often make, when they do not integrate their business with their personal wealth planning.In this week’s Money Wisdom episode, our co-host Amelia, from the Brand Experience team, sits down with Chris to explore the emotional aspects and his thoughts beyond what was written in the article on the topic of Business Exit Planning. Chris

en

33:43

S3E10: The Story of Our Clients' Wealth Journey - The...

Providend"s Money Wisdom ·

2024/05/20

Welcome back to part four of this nine-part mini-series, where we delve into the wealth management journey of our clients.As the leading fee-only wealth advisory firm in Asia, we have been receiving 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 shared with us. It ranges from why they are looking for guidance, the challenges they faced before meeting us, and their experience working with

en

18:52

S3E09: The Brain Behind – A More Reliable Way to Get...

Providend"s Money Wisdom ·

2024/05/06

Being a trusted adviser to our affluent clients for over two decades, it is important to ensure the reliability and sufficiency of investment returns to meet our clients' non-negotiable life goals.Some weeks ago, our CEO Chris encountered three situations that inspired him to write his Business Times article, with one of them being his recent trip to Guangzhou as a keynote speaker at the Morningstar (China) 2024 Investment Summit. A common theme running through all three encounters was the challenge

en

24:56

S3E08: The Story of Our Clients' Wealth Journey - The...

Providend"s Money Wisdom ·

2024/04/29

Welcome back to part three of this nine-part mini-series, where we delve into the wealth management journey of our clients.As the leading fee-only wealth advisory firm in Asia, we have been receiving 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 shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us, and their experience working with

en

26:13

S3E07: The Story of Our Clients' Wealth Journey - The...

Providend"s Money Wisdom ·

2024/04/08

Welcome back to part two of this nine-part mini-series, where we delve into the wealth management journey of our clients.Being a trusted adviser to our affluent clients for the past two decades, we have been receiving many questions about who we serve and the work that we do for our clients. So we decided to put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance to challenges they faced before meeting us, and

en

24:47

S3E06: The Brain Behind - The Importance of a Robust...

Providend"s Money Wisdom ·

2024/03/25

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

en

34:20

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

Providend"s Money Wisdom ·

2024/03/11

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,

en

28:11

S3E04: How Will the Closure of Your CPF Special...

Providend"s Money Wisdom ·

2024/02/23

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

en

38:27

S3E03: 4 Ways Financial Advisers Get Compensated -...

Providend"s Money Wisdom ·

2024/02/12

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

en

40:34

S3E02: The Brain Behind - Discovering Your “Ikigai”...

Providend"s Money Wisdom ·

2024/01/29

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

en

17:50

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

Providend"s Money Wisdom ·

2024/01/01

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

en

00:42

Welcome to Providend's Money Wisdom Podcast Season 3!

Providend"s Money Wisdom ·

2023/12/25

Every Monday, Providend’s Money Wisdom will discuss popular wealth topics to share some money wisdom innavigating 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 every Thursday at 8pm.An original podcast produced by Providend Ltd.Do you have any feedback or questions? Write to us at communications@providend.com

en

30:41

S2E38: Client-Centric Investing: A Conversation with...

Providend"s Money Wisdom ·

2023/12/18

Did you know that Dave Butler, Co-CEO of Dimensional Fund Advisors (DFA), was a former professional basketball player? Standing at over two metres tall, how did he come to and stay in his role at DFA for the past 28 years, instead of pursuing his career in basketball?In this week’s Money Wisdom episode, Dave recounts his journey in one of the biggest fund management companies in the world. With the wealth of knowledge he possesses, he shares his views on money and explains why he still believes that

en

30:33

S2E37: Does Property Fit into Your Overall Investment...

Providend"s Money Wisdom ·

2023/12/11

Having a roof over your head is one of the necessary aspects of life. However, nowadays, many people in Singapore view properties as an investment and often even prefer these over equities. So, the question arises: Should you focus on property investment?In this week's Money Wisdom episode, Chin Yu discusses why people might prefer to invest in properties over equities and whether Providend considers it as an investment, using our investment framework.You can refer to Chin Yu's article on properties

en

39:36

S2E36: The Brain Behind - Are ILPs Finally Suitable...

Providend"s Money Wisdom ·

2023/12/04

With the latest changes to investment-linked policies (ILPs), many investors may be contemplating the inclusion of this product in their investment portfolios. This prompted our CEO, Chris, to write his latest article in his The Business Times column, addressing the suitability of ILPs for your investment strategy.In this week's Money Wisdom episode, Chris expounds on the four pillars of our investment philosophy - economic contribution, empirical observation, implementation, and practical

en

19:43

S2E35: How Does Providend Coach Our Clients Through...

Providend"s Money Wisdom ·

2023/11/27

It is inevitable to avoid crises or market downturns during your long-term investment journey. While we acknowledge that some turbulence is normal in any flight, it doesn't guarantee our hearts can always withstand the market's volatility. That’s why, at Providend, we are committed to coaching our clients even before they embark on their investment journey.In this week's Money Wisdom episode, Evelyn Goh, our Deputy CEO and Chief Advisory Officer, shares Providend’s experience through the various

en

164 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...