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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

40:05

S2E34: Why Does Providend Work with Dimensional Fund...

Providend"s Money Wisdom ·

2023/11/20

At Providend, we've always advocated an evidence-based approach when investing your money and do not attempt to time the market. One might assume that, as long as you invest your money this way, you would be in good shape. However, another crucial piece of the puzzle is using the right instrument with the right investment manager. This was why Providend decided work with Dimensional Fund Advisors (DFA) to enhance the investment experience for our clients.In this week's Money Wisdom episode, our Head

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14:26

S2E33: From Accumulators to Retirees: Providend...

Providend"s Money Wisdom ·

2023/11/06

More often than not, many investors assume that once they have completed their wealth plan when they are younger, they do not need to revisit it. However, this is not a reliable approach to managing your wealth plan. As accumulators, there are numerous unexpected events for which you may not have planned. Similarly, there are concerns as retirees that you did not encounter when you were younger.In this week's Money Wisdom episode, Alvin, our Client Adviser, discusses the differences you should take

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34:59

S2E32: The Brain Behind – Providend's Secret to...

Providend"s Money Wisdom ·

2023/10/30

In a previous article written for The Business Times, Chris, our CEO, explained the different ways an adviser could be compensated – commission-based, fee-based, or fee-only. However, it is important to note that the different compensation methods alone do not determine if an adviser is the right one for you.In this week’s Money Wisdom episode, Chris shares the three things you should take note of when choosing the right adviser for yourself and how Providend strives to uphold these in our

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18:27

S2E31: Lump Sum vs. Dollar Cost Averaging: Which Is...

Providend"s Money Wisdom ·

2023/10/23

After finding the right instrument to invest in, the next question many investors might have is whether they should invest their entire amount all at once (Lump Sum) or spread it out over a few months (Dollar Cost Averaging). There are merits to both approaches, but which one is right for you?In this episode, Zhi Han, our Client Adviser, shares the historical evidence for both methods and highlights an important factor investors should consider when deciding between the two.Meanwhile, stay tune for

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13:22

S2E30: Value Stocks Outperformed Growth Stocks – Did...

Providend"s Money Wisdom ·

2023/10/16

The third quarter of 2023 has been a challenging three months, as the MSCI All Country World IMI Index and the Bloomberg Global-Aggregate, our references for equities and bonds respectively, both fell this quarter.In this week’s Money Wisdom episode, Choon Siong, our Research Analyst, shares the key catalyst of market movements and discusses the outperformance of value stocks over growth stocks.You can also read our complete market review of September here.Meanwhile, stay tuned for our next episode

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18:10

S2E29: Will Providend Finally Include ILPs in Our...

Providend"s Money Wisdom ·

2023/10/09

Investment-Linked Policies (ILPs) have always been a heavily debated and controversial topic among investors. To make matters worse, there are multiple types of ILPs being sold, and all with varying features. At Providend, we had previously stated our stance against the use of ILPs in our clients’ portfolio. However, with the changes around the new Wealth ILPs, will this change our stance?In this week's Money Wisdom episode, Mike Zhang, our Insurance Specialist, gives an overview of the different

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41:00

S2E28: Banks vs IFA Firms vs Providend: How Are We...

Providend"s Money Wisdom ·

2023/10/02

Previously from other big financial institutions, Joyce and Zhi Han both coincidentally applied for an advisory role at Providend after watching this video where Christopher, our CEO, shares the reason why he left the insurance agency - Joyce Chng, our Associate Adviser, and Toh Zhi Han, our Client Adviser, both coincidentally applied for a job at Providend after watching this same video where our CEO, Christopher, shares the reason he left the insurance agency -

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23:12

S2E27: The Brain Behind - Why Providend Uses the...

Providend"s Money Wisdom ·

2023/09/25

At Providend, in order to help our clients achieve enough returns in the most reliable way to enable their life goals and life events, we started using the Ibbotsen-Chen Model early this year to be more robust in deriving the planning returns used for constructing our clients’ wealth plan.In this episode, Chris clarifies that these planning returns are actually not our portfolios’ target returns and that it is just a part of all the backend work we do (i.e. regular reviews of our clients’

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45:39

S2E26: Developing a Mindset of Scarcity at 18 Years...

Providend"s Money Wisdom ·

2023/09/18

“When I was much younger, we used to stay at a much bigger place. We had two cars and two maids, then subsequently, we just had one car, no more maid, downsized a little bit and went to rent instead.In my younger childhood years, I didn’t really have to worry about money, but the change was quite apparent after that, and I began to feel like money is very hard to come by.”In this episode, Seth shares two major life events that happened when he turned 18 and how that shaped his money values for

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44:54

S2E25: Recounting the Providend Story with Our Senior...

Providend"s Money Wisdom ·

2023/09/11

For the past 22 years, our CEO, Christopher Tan, has always been at the front line to share more about the humble beginning of Providend and how we persevered despite all the hardships faced to tirelessly journey along side our clients as their trusted wealth adviser.In this episode (which coincides with our 22nd birthday!), we specially invited two of Providend's founding members, Loh Mei Kuen and Vincent Tey, to share their reflections as they recount their initial experiences at the firm and

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21:40

S2E24: How to Plan for a Car Purchase in Singapore...

Providend"s Money Wisdom ·

2023/09/04

With the recent COE prices reported to be at an all-time high, the idea of owning a car in Singapore has become even harder to justify.In this episode, our Client Adviser, Ray Zheng, shares the deep conversations he had with some of his clients to better help them determine where car ownership ranks in terms of their other important life priorities and key considerations before making a car purchase that can actually make 'financial sense'.Meanwhile, stay tune for a special episode next week in

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26:35

S2E23: The Brain Behind - How Does Your Wealth...

Providend"s Money Wisdom ·

2023/08/28

In this fast-paced financial landscape where businesses are in pursuit of faster revenue, interactions between wealth advisers and clients are highly transactional such that the value is often placed on the sale of products and not actual advice itself.In this episode, our CEO, Christopher Tan, shares what value you should be expecting from your adviser andemphasises the importance of consumers’ demands in improving the overall financial landscape.Meanwhile, stay tune for our next episode where we

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36:35

S2E22: Why an Investment Expert Would Be Willing to...

Providend"s Money Wisdom ·

2023/08/21

"When you say people get free advice here, I laughed because in the end when you think about how this world works, nobody works for free. So you are paying for what you are getting somehow.And in my mind, if you’re specifically paying for advice, to me, it’s a much more transparent set up than getting free advice or freebies packaged in some other ways that I don’t fully know. I’m less comfortable with that.”In this episode, Head of Investment Research at Dimensional Fund Advisors, Dr Wei Dai,

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32:36

S2E21: Managing the Sandwich Generation Stress:...

Providend"s Money Wisdom ·

2023/08/14

Recession, the pandemic and shifting demographics are intensifying the pressures on the ‘sandwich generation’ – thosetaking care of both their elderly parents and young children. This can put a strain on not just their finances but on their emotional and time capacity as well.In this episode, our Advisory Team Lead, Loh Yong Cheng, shares his personal challenges balancing theroles, responsibilities and obligations as a sandwich generation and provides useful tips on how to manage these challenges in

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30:15

S2E20: All You Need to Know About Estate...

Providend"s Money Wisdom ·

2023/08/07

Estate planning is an essential component of both life and wealth planning that is often overlooked. Neglecting this critical aspect can lead to dire consequences, leaving loved ones with unnecessary burdens and financial challenges.In this episode, our Head of Solutions, Eddy Cheong shares the three key areas of estate planning – Distribution, Creation and Preservation, as well as considerations when crafting your estate plan so that the transfer of your estate, upon your unfortunate demise, can be

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17:44

S2E19: The Brain Behind – The Futility of the Active...

Providend"s Money Wisdom ·

2023/07/31

As we appear to take a 'passive' approach to investing by not doing the typical tactical asset allocation (TAA) or market timing approach, many seem to think that nothing much is done once a client invests with us. So, why should clients pay us an ongoing advisory fee if we take a 'passive' instead of an 'active' approach to investing?In this episode, our CEO, Christopher Tan, explains why Providend uses theIbbotson-Chen Earnings Model, when crafting our client's wealth plan, to properly estimate

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22:49

S2E18: Fed Rate Hikes, Growth vs Value, AI...

Providend"s Money Wisdom ·

2023/07/24

In the past quarter, we have seen multiple trends emerging in the investment market, most notably the buzz around artificial intelligence (AI). Many investors watching the AI trend are curious about how to get exposure, hunting for undervalued opportunities in an overvalued space.In this episode, our Research Analyst, Lim Choon Siong, summarises key market events that happened in the past quarter and explains what long-term investors like us should do to get the returns we truly need.Meanwhile, stay

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26:31

S2E17: A Step-By-Step Guide to Planning for Your...

Providend"s Money Wisdom ·

2023/07/17

The total cost of university education can range from $100,000 to $1 million in SGD today, depending on many factors such as country, university, academic field, degree level, inflation, and foreign currency exposure. It is not a small amount to set aside and requires a well-considered financial plan to achieve successfully.In this episode, our Solutions Specialist, Tan Choong Hwee, and our Insurance Executive, Ma Jiamin, share their overseas education experience as well as a step-by-step guide to

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31:27

S2E16: All You Need to Know About End-of-Life Planning

Providend"s Money Wisdom ·

2023/07/10

*Due to unforeseen circumstances, we will be postponing the episode on Investment-linked policies to a later date. Do keep a look out for it in the coming months and meanwhile, we hope you will find this new episode useful!*At Providend, we divide the whole process of planning for our demise into 3 stages – End-of-life planning, Legacy & Estate planning and Administration.In today's episode, Chris delves deeper into the End-of-life planning process where he explains what Advance Medical

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23:54

S2E15: The Must-Have Insurance at Different Stages of...

Providend"s Money Wisdom ·

2023/07/03

One of the most challenging aspects of insurance planning is determining how much coverage you need. Buy too little insurance and you won’t have enough to get through a tough situation when you actually need it to do its job the most. Buy too much insurance and you’re wasting money every month on premiums when you could be saving more for retirement or another long-term goal.In this episode, Mike Zhang, our Insurance Specialist, shares the must-have insurance you need at the different life stages

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164 results

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