Podcast
Providend's Money Wisdom
Hosted by Providend Ltd · EN
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
44episodes
Episodes
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Welcome to Providend's Money Wisdom Podcast!
Jan 2, 202500:01:02Tap to summarizeFortnightly 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 our YouTube channel 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.comMusic courtesy of ItsWatR.
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When Good Outcomes Hide the Risks of Overconcentrating in One Stock (S3E26)
Dec 30, 202400:15:58Tap to summarizeHaving survived multiple market crises in our investment journey since 2001, we know what works and what won't work.In this week’s Money Wisdom episode, Amelia from the Brand Experience Team talks to Isaac, our Client Adviser, about why a good outcome from your investments may not mean you had made a good decision to begin with. They also discuss why it is so difficult for clients to let go of overly concentrated stock portfolios, even when the risks are clear.Isaac shares how, at Providend, we first prioritise understanding our clients’ life goals and major milestones before focusing on how much investment returns needed to meet those goals.You can read Isaac's article on this topic here: Why a Good Outcome Doesn’t Always Mean You Made a Good DecisionStay tuned for our next podcast episode, which will also the first episode of the new year! Music courtesy of ItsWatR.The host of this episode, Amelia Wong, is the Senior Content & Digital Marketing Executive 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 3 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:Grab Your Very Own Money Wisdom Book Today!Some longtime listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book titled Money Wisdom: Simple Truths for Financial Wellness. If you are interested in getting your very own signed copy, please check out the link here: https://providend.com/publications/
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Who Is Truly Responsible for Bringing Dimensional Funds to Singapore? (S3E25)
Dec 16, 202401:06:37Tap to summarizeAs Asia's leading fee-only wealth advisory firm, we are honoured to feature Dr Peng Chen, our Senior Advisor and Director at Providend, in this special podcast episode. Dr Peng is the co-inventor of the Ibbotson-Chen model – a data-focused approach that breaks down the components contributing to equity market returns and uses them to estimate forward-looking expected returns. This model earned the prestigious Graham and Dodd Award of Excellence.In this week’s Money Wisdom episode, Chris chats with Dr Peng, recounting their first meeting in 2014 and exploring how Dr Peng and Providend played a pivotal role in bringing Dimensional funds to Singaporean investors.Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times. 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 3 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-subscribeDownload Investment eBook Today!TBC
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Health Span: The Missing Piece in Retirement Planning – The Brain Behind (S3E24)
Dec 2, 202400:28:24Tap to summarizeBeing 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 planning and how it is often overlooked. Saving for your 'health plan' in retirement is just as important as building your wealth plan, particularly if leaving behind a legacy aligns with your life goals.You can read Chris’s article in The Business Times on this topic here: https://providend.com/health-span-missing-piece-retirement-planning/Stay tuned for our next episode, where Chris interviews Dr Peng Chen, our Senior Advisor and Director at Providend!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 3 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:Grab Your Very Own Money Wisdom Book Today!Some longtime listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book titled Money Wisdom: Simple Truths for Financial Wellness. If you are interested in getting your very own signed copy, please check out the link here: https://providend.com/publications/
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