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Artwork for Providend's Money Wisdom

Providend's Money Wisdom

Providend Ltd
Ikigai
Legacy Planning
Financial Planning
Providend
Retirement Planning
Singapore
Family Business
Business Exit Planning
Wealth Management
Estate Planning
Financial Literacy
Letter Of Wishes
Succession Planning
Family Trust
Investment Strategies
Entrepreneurship
Ikigai Decisions
Money Wisdom
S&P 500
Retirement

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 listening to our podcast. Also available in video format on YouTube weekly on Thursdays at 8pm. An original podcast produced by Providend Ltd. Do you ... more

PublishesWeeklyEpisodes200Founded5 years ago
Number of ListenersCategories
InvestingBusinessEducation

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Artwork for Providend's Money Wisdom

Latest Episodes

Welcome to the seventh episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combining Ikigai with Providend’s Philosophy of Sufficiency.

In this podcast episode, Joyce, our Client ... more

Can AI help you sell your business for more? And how can business owners use it to prepare for a successful exit?

In this episode, Jerome, Business Exit Specialist at Providend, and Ray, Senior Client Adviser, explore how AI is changing business val... more

YouTube

As AI tools like ChatGPT are increasingly capable, many have asked: Could AI truly replace a human wealth adviser? Being trusted advisers to our affluent clients for over two decades, this Providend series began with an article by our Client Advisers... more

YouTube

Is beating the market really possible, or just a myth?

In managing over S$1 billion worth of our clients’ assets, there is continuous monitoring in place to ensure that the funds in our portfolios are behaving as we would expect them to.

To share ... more

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Recent Guests

Peng Chen
Senior Advisor and Director at Providend
Providend
Episode: The Investment Formula Every Investor Should Know: Alpha, Beta, Costs & Risk
Bryan Chan
Lead of Solutions at Providend
Providend Ltd
Episode: What If a 90% Retirement Success Rate Is Enough? (S5E34)
Christopher Tan
Founder and CEO of Providend
Providend Ltd.
Episode: Is CPF LIFE Alone Enough for Retirement? (S5E33)
Jia Ling
Client Advisor and author of the article Can AI Replace a Human Advisor in a Health Crisis?
Providend Ltd.
Episode: AI vs Human Adviser: Who Do You Trust When Your Health Changes Everything? (S5E31)
Dr. Peng Chen
Senior Advisor to Providend
Providend Ltd.
Episode: What’s Really Happening in China? What You Need to Know About Its Economy
Glenn Tan
Senior Portfolio Manager at Providend
Providend Ltd
Episode: Market Regimes Explained: Should You Change Your Investment Strategy? (S5E30)
Jit Hwee
Client advisor at Providend
Providend Ltd.
Episode: Ikigai Insider: Finding Meaning and Value in Life (S5E29)
Eleanor Ong
Associate Director, Client Advisor, and author of Can AI Replace a Human Advisor in Family Conflicts?
Providend Ltd.
Episode: AI vs Human Adviser: Who Do You Trust with Family Conflict? (S5E22)
Lee Soo Chye
Managing Director of OAKS Legal LLC
OAKS Legal LLC
Episode: Legacy Planning and Philanthropy: What Are You Really Passing Down? (S5E18)

Host

Isaac
Host of Providend's Money Wisdom

Reviews

4.9 out of 5 stars from 43 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
    Singaporea year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful guests with practical frameworks.
High-quality production and clear, actionable insights.
Balanced mix of macro and personal finance topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Can AI Help You Sell Your Business for More? (S5E36)
Q: Can we use AI to actually help make a business be worth more?
AI can help reduce owner dependency by turning key knowledge and tasks into repeatable processes, such as using a quotation template so managers can price projects without relying on the owner.
Can AI Help You Sell Your Business for More? (S5E36)
Q: Why should business owners care about AI?
Buyers can use AI to review contracts and compare pitch decks, management accounts, and audited accounts quickly, so sellers should identify and explain discrepancies before they become surprises during due diligence.
AI vs Human Adviser: Who Do You Trust with Your Ageing Parents’ Future? (S5E35)
Q: How does a Human Advisor act as sort of a facilitator, right? To make these potentially awkward family discussions comfortable, ensuring that their estate and legacy planning passes on wealth with their true intention.
An adviser can normalize sensitive conversations, clarify that the goal is to understand the parents' needs, and help family members communicate their concerns and expectations. Some topics can be discussed separately if a joint conversation would feel too awkward.
AI vs Human Adviser: Who Do You Trust with Your Ageing Parents’ Future? (S5E35)
Q: What are some real risks of an AI advisor over or under allocating funds and causing someone to over or under invest based on these unverified assumptions?
Without information about the parents' savings, insurance, income and care needs, a suggested allocation could be too high, limiting Marcus's own life, or too low, forcing him to sell investments during a downturn to cover a major medical expense.
The Investment Formula Every Investor Should Know: Alpha, Beta, Costs & Risk
Q: So Dr. Peng, how would you define risk?
Chen describes risk as the possibility of failing to meet financial goals and the discomfort of portfolio losses that could lead an investor to abandon or change an investment strategy. He also includes liquidity and other forms of uncertainty.

Audience Metrics

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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?

A practical, finance-forward show that blends macro insights with personal planning. Episodes frequently explore how global policy shifts, inflation, and market dynamics affect portfolios, retirement readiness, and wealth-building strategies, then translate those concepts into concrete actions like diversification, cash-flow management, and value-driven planning. A notable through-line is integrating life design with money decisions—emphasizing purpose, legacy, family governance, and mindful spending—so listeners can build resilient plans that align with their Ikigai and long-term goals. The show tends to feature practitioner guests and subject-matter experts who illuminate complex topics (from property and gold to AI in advisory and busine... more

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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. WealthBT
3. Live Well ft. Lance Alexander
4. The Financial Coconut Podcast
5. BT Mark To Market

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

Providend's Money Wisdom launched 5 years ago and published 200 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. Peng Chen
2. Bryan Chan
3. Christopher Tan
4. Jia Ling
5. Dr. Peng Chen
6. Glenn Tan
7. Jit Hwee
8. Eleanor Ong

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