Providend's Money Wisdom

• Living a Good Life: Courage, Style, and Entrepreneurship After 60 (S4E32)

  In this episode, we are delighted to be joined by the lovely Ms Ong Bee Yan, who shares how she blossomed from a shy young woman with low self-esteem into the face of ageless fashion. Joining her is Christopher Tan, our Founder and CEO, who has been a trusted adviser to our affluent clients for over two decades.Bee Yan started her modelling career at the golden age of 63 and has never looked back since. She is the Founder of 1degreeC, an online cold brew coffee business, together with her husband. On top of that, she also has a clothing line in collaboration with Y21.Despite the several ups and downs in her personal life, Bee Yan hopes to encourage not just the younger generation but also her peers to always have courage to follow your heart regardless of what society says about your age.It has been a great privilege to interview Bee Yan and we hope you find her story as relatable and inspiring as we did!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 4 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.

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• I’m in My 60s—Here’s the Advice I Wish I Knew in My 50s (S4E31)

  Welcome to the fourth and final episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with our Client Advisers. In each episode, we reflect on the lessons and advice they wish they’d received a decade ago, offering practical tips for navigating key milestones, from your 20s to your 50s.As the leading fee-only wealth advisory firm in Asia, we’ve had the privilege of guiding clients from all walks of life at different stages for over two decades. In this mini-series, we hope to be able to impart both life and money wisdom to you, to inspire you and help you avoid costly mistakes.In this episode of the Money Wisdom podcast mini-series Milestones by Decade, Amelia chats with Eleanor, one of Providend’s founding members and Associate Director of the Advisory Team, who is in her 60s. Eleanor shares the lessons, mindset shifts, and life choices she wishes she had embraced in her 50s.From redefining success as “enough” rather than “more,” to using money as a tool to protect what matters most, Eleanor shares insights that go beyond finances. She talks about practical approaches like keeping lifestyle costs in check, planning for retirement with intention, and balancing work, family, and personal wellbeing.This episode is a guide for anyone in their 50s and beyond, offering practical advice and inspiration to focus on your ikigai, embrace sufficiency, and prioritise what brings true fulfilment in this chapter of your life.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 4 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:Download our RetireWell™ eBook Today!Our popular RetireWell™ eBook has been updated! RetireWell™ is a methodology that Providend has developed to design a retirement income plan that will provide you with a safe and reliable stream of income for the rest of your life. Check out the link here to download a complimentary copy of the full eBook today: https://providend.com/publications/#retirewell

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• Living a Good Life: Choosing the Right Path Over the Easy Path (S4E30)

  “A lot of people have thought about happiness and what it means to have a good life, and I would subscribe to this: We only have one life to live, and what can we do that would outlast our lives in the next 50-60 years?”We are glad to share part three, the final episode of our Providend Conversation with Jeshua, a 28-year-old who travelled during the COVID-19 pandemic to over 50 countries, navigating through the uncertainty of vaccinations, all while working remotely and keeping costs low.In this episode, Jeshua shares his experiences in running his company, Crossworks – the first remote hiring company in Myanmar – and what inspired him to start it, even before the COVID-19 pandemic.Jeshua shares that whether you are a janitor or CEO, a storeman or an army officer, it is secondary to whether you are investing in others and living in a way that will move the needle of life in the right direction.“The value and uniqueness of every individual are important; we are not robots. It is easy to reduce people to a statistic or a label, but we should also take the right path, not the easy path. A good life is a life where you have sufficiently invested in the people around you.” – We couldn’t agree more with Jeshua!If you are interested in finding out more about Crossworks, you can visit their website here.Once again, it has been a joy having Jeshua with us, and we hope you find his story as inspiring as we did.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 4 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.

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• Finding Your Ikigai: Shulin's Shift from Burnt-Out Lawyer to Meaningful Work (S4E29)

  Welcome to the sixth episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend’s Philosophy of Sufficiency. As trusted advisers to affluent clients for over two decades, we’ve always advocated that clients prioritise life decisions before financial ones. These life decisions are what we refer to as “Ikigai” decisions. In this episode, our Founder and CEO, Christopher Tan, chats with Shulin, a lawyer turned recruiter and Managing Director at Aslant Legal, whose mission is to serve the legal community. She is also the host of the podcast After the Bar, where she interviews lawyers, former lawyers and other movers and shakers in the legal industry. Shulin reflects on her evolving understanding of Ikigai, using it to embrace her God given strengths and pursue what truly lights up her life while making a meaningful impact on others. She emotionally recalls grieving the loss of her “lawyer” title and shares that, while money was never her main motivator, she feels genuinely happy and fulfilled, something that cannot be measured in financial terms.Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially—with your Ikigai goals at the forefront of your wealth plan.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 4 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:Download Investment eBook Today!TBC

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• Purposeful Succession: Planning for the Next Generation (S4E28)

  Being 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 importance of planning for the next generation of leaders at Providend, which began in 2021, outlining a 10-year roadmap and why this long runway is important.Chris reflected on how the founding team has never quarrelled over money, which can be rare, and how they chose to decline offers from interested buyers, and how maximising wealth was never their primary goal. He explains how these principles underpin Providend’s Philosophy of Sufficiency and our core values.You can read Chris’s article on this topic in The Business Times here.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 4 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.

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