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Artwork for Providend's Money Wisdom

Providend's Money Wisdom

Providend Ltd
Wealth Management
Financial Planning
S&P 500
Succession Planning
Business Exit Planning
Retirement
Providend
Investment Strategies
Warren Buffett
Client Relationships
Ikigai
Legacy
Wealth Planning
MSCI All Country World Index
Emerging Markets
Equity Risk Premium
Legacy Planning
Advanced Planning
Singapore
Investment Returns

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 Lt... more

PublishesWeeklyEpisodes158Founded4 years ago
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BusinessEducationInvesting

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Artwork for Providend's Money Wisdom

Latest Episodes

As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many have asked: Could AI truly replace a human wealth adviser?

Being trusted advisers to our affluent cl... more

YouTube

Having gone through multiple market crises together with our clients since 2001, we know what works and what will not work when it comes to the reliability and sufficiency of investment returns.

To share our insights, we are pleased to introduce ou... more

Weekly 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 ... more

YouTube

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy, making ikigai decisions before money decisions, is rooted in our experience of managing over S$1 billion worth of our clients’ hard-earned assets.... more

YouTube

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Recent Guests

Fu Jit Hwee
Fellow Client Advisor at Providend
Providend Ltd
Episode: AI vs Human Advisers: Who Do You Trust With Retirement and Career Transitions? (S5E01)
Matthew Elton
Founder and managing director of Hotlotz, an auction house leveraging technology for online auctions.
Hotlotz
Episode: Living a Good Life: Building Trust and Auctioneering Success (S4E38)
Philip Ng
CEO of Far East Organization, son of the late Mr. Ng Teng Fong
Far East Organization
Episode: Living a Good Life: Purpose, Faith, and Servant Leadership (S4E36)
Sha-En Yeo
Singapore's first Happiness Scientist and two-time TEDx speaker, focusing on positive psychology and leadership.
Happiness Scientist
Episode: Finding Your Ikigai: Sha-En’s Journey from Primary School Teacher to Happiness Scientist (S4E35)
Bee Yan Ong
Model, co-founder of 1degreeC, and advocate for seniors
1degreeC
Episode: Living a Good Life: Courage, Style, and Entrepreneurship After 60 (S4E32)
Ho Han Kiat
Associate professor at a university
University
Episode: Army Brotherhood and Beyond: Finding Ikigai in the SAF and in Fatherhood (S4E23)
Terence Quek
CEO of Singapore Institute of Directors
Singapore Institute of Directors
Episode: Living a Good Life: Steering Life’s Transitions with Purpose (S4E22)
Choon Jin
An entrepreneur and learning and development consultant.
Logos Learning
Episode: Finding Your Ikigai: Choon Jin’s Wake-Up Call to Live with Intention (S4E21)
Jonathan Teoh
Architecture graduate and founder of a socially conscious enterprise
Episode: Living a Good Life: From Architecture to Empowering Seniors Through Purposeful Innovation (S4E15)

Hosts

Christopher Tan
Founder and CEO of Providend, an expert in wealth management and estate planning, who shares insights into financial decisions aligned with values and personal goals.
Isaac
Client Advisor at Providend, focuses on guiding clients through complex financial decisions and the importance of values in wealth management.

Reviews

4.9 out of 5 stars from 42 ratings
  • Shilin episode

    I think the recent Shulin episode is really good. I was driving and listening to it in my car, and even after reaching my destination, I stayed inside just to finish the whole episode. This is actually the first time I’ve ever done that — usually, once I arrive, I just switch off the podcast like a radio. But this Shulin episode made me want to sit through till the very end.

    Apple Podcasts
    5
    Cain Ong
    Singapore4 months ago

Listeners Say

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The insights shared by guests resonate well with personal experiences, encouraging deep reflection.
Engaging content that keeps listeners invested until the end.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

AI vs Human Advisers: Who Do You Trust With Retirement and Career Transitions? (S5E01)
Q: In all seriousness, do you think AI will replace the role of an advisor one day?
I personally don't think AI will replace humans in the near or medium term, as we provide a deeper understanding and emotional connection with clients.
AI vs Human Advisers: Who Do You Trust With Retirement and Career Transitions? (S5E01)
Q: Are there any limitations to the approach taken by ChatGPT?
Yes, it lacks local context awareness, cannot ask insightful follow-up questions, and may present incorrect or misleading information with false confidence.
AI vs Human Advisers: Who Do You Trust With Retirement and Career Transitions? (S5E01)
Q: Could you tell me what might be the pain points that people typically face when planning for their retirement?
Clients typically experience uncertainty about the future, complex trade-offs in financial decisions, and information overload.
The Return on Our Spending: How to Make Your Money Matter (S4E39)
Q: If someone ends this year financially ahead, but emotionally depleted, what question do you think they need to ask themselves?
They should ask if their financial success is enabling the life they really want.
The Return on Our Spending: How to Make Your Money Matter (S4E39)
Q: How do they decide whether an experience is worth it or not?
It starts with knowing your Ikigai, budgeting, and being aware of what brings you joy without guilt.

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Frequently Asked Questions About Providend's Money Wisdom

What is Providend's Money Wisdom about and what kind of topics does it cover?

Exploring the intricate relationship between personal values and financial decision-making, this show offers insights into achieving clarity around one's 'ikigai'—a Japanese concept signifying life's purpose. Each episode presents discussions about legacy planning, wealth management, and the importance of values-driven financial choices, frequently featuring expert guests from diverse industries to provide thought-provoking perspectives. Potential listeners interested in personal development, financial literacy, and holistic planning may find valuable takeaways in the enlightening conversations presented.

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Which podcasts are similar to Providend's Money Wisdom?

These podcasts share a similar audience with Providend's Money Wisdom:

1. BT Money Hacks
2. Your Money with Michelle Martin
3. The Financial Coconut Podcast
4. Money Talks
5. Motley Fool Money

How many episodes of Providend's Money Wisdom are there?

Providend's Money Wisdom launched 4 years ago and published 158 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Providend's Money Wisdom?

Recent guests on Providend's Money Wisdom include:

1. Fu Jit Hwee
2. Matthew Elton
3. Philip Ng
4. Sha-En Yeo
5. Bee Yan Ong
6. Ho Han Kiat
7. Terence Quek
8. Choon Jin

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