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S3E06: The Brain Behind - The Importance of a Robust Wealth Plan Amid the Latest CPF Changes
Episode 625th March 2024 • Providend's Money Wisdom • Providend Ltd
00:00:00 00:24:47

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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 of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.

You can read Chris' article in The Business Times on this topic here.

Also, stay tuned for our next podcast episode, for part 2 of a nine-part series that covers the wealth management journey of our clients!

You can register for the webinar here: https://us06web.zoom.us/meeting/register/tZ0pdO6tpjkqGtXRgF8CkipS_KAw0mI4tbuW#/registration

The host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/

Music courtesy of ItsWatR.

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