Providend's Money Wisdom
Episodes
Ikigai Insider: The People and Places That Bring Us Resonance (S5E13)
20 Apr 2026
Contributed by Lukas
Welcome to the third episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combini...
Should You Really Invest Your CPF Through LRIS? (S5E12)
13 Apr 2026
Contributed by Lukas
As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is ...
Legacy Planning: Preparing the Next Generation to Steward Wealth (S5E11)
06 Apr 2026
Contributed by Lukas
Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a ...
Investing in Bonds – The Basics (Bonus)
30 Mar 2026
Contributed by Lukas
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 reliab...
Should Gen Z Rent or Buy Their First Home in Singapore? (S5E10)
23 Mar 2026
Contributed by Lukas
"Young people are so carefree!”, but is it true? In this series ‘Snack for Thought’, we dive into real conversations on the money and life issue...
Ikigai Insider: Embracing Change and Growth (S5E09)
16 Mar 2026
Contributed by Lukas
Welcome to the second episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combin...
Silent Risks in Legacy Planning: Divorce, Bankruptcy & Beneficiary Issues (S5E08)
09 Mar 2026
Contributed by Lukas
Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a ...
AI vs Human Advisers: Who Do You Trust After a $3 Million Inheritance? (S5E07)
02 Mar 2026
Contributed by Lukas
As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many ha...
Married by 30 to #BTOgether? Snack for Thought on the Comparison Trap (S5E06)
23 Feb 2026
Contributed by Lukas
Young people are so carefree!”, but is it true? In this series ‘Snack for Thought’, we dive into real conversations on the money and life issues...
Avoid These Mistakes in Equity Investing (Bonus)
16 Feb 2026
Contributed by Lukas
In managing in excess of S$1 billion worth of our clients’ assets, we know what works and what will not work when it comes to the reliability and su...
Why the Philosophy of Sufficiency Matters More Than Ever in Wealth Planning (S5E05)
09 Feb 2026
Contributed by Lukas
As trusted advisers to affluent clients for 25 years this year, our wealth management philosophy of making ikigai decisions before money decisions is ...
Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer (S5E04)
02 Feb 2026
Contributed by Lukas
Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a ...
Is 100k by 30 Achievable? Snack for Thought on Milestones and Life Choices (S5E03)
26 Jan 2026
Contributed by Lukas
“Young people are so carefree!”, but is it true? In this series 'Snack for Thought', we dive into real conversations on the money and life issues ...
Ikigai Insider: What Freedom Really Means (S5E02)
19 Jan 2026
Contributed by Lukas
Welcome to this first episode of our miniseries Ikigai Insider, where we invite our Client Advisers to share what it means to live a good life, combin...
AI vs Human Advisers: Who Do You Trust With Retirement and Career Transitions? (S5E01)
12 Jan 2026
Contributed by Lukas
As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many ha...
How to Invest During High Inflation (Bonus)
05 Jan 2026
Contributed by Lukas
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 reliab...
Welcome to Providend's Money Wisdom Podcast!
01 Jan 2026
Contributed by Lukas
Weekly on Mondays at 8am, Providend’s Money Wisdom will share how you can gain clarity in your own “ikigai decisions” and make wise financi...
The Return on Our Spending: How to Make Your Money Matter (S4E39)
29 Dec 2025
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy, making ikigai decisions before money decisions...
Living a Good Life: Building Trust and Auctioneering Success (S4E38)
22 Dec 2025
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, we know what works and what won’t work, when it comes to helping our clients m...
Holistic Legacy and Estate Planning: The Vital Role of Wealth Advisers (S4E37)
08 Dec 2025
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decision...
Living a Good Life: Purpose, Faith, and Servant Leadership (S4E36)
01 Dec 2025
Contributed by Lukas
“A good life must have God in it, for me. Without Jesus in my life, I wouldn’t be living a good life.”In this special edition of The Providend C...
Finding Your Ikigai: Sha-En’s Journey from Primary School Teacher to Happiness Scientist (S4E35)
24 Nov 2025
Contributed by Lukas
Welcome to the final episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a goo...
The Road Ahead: Passing the Baton to the Next Generation (Bonus Episode)
17 Nov 2025
Contributed by Lukas
Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this...
Avoiding the Trap of Knowing Too Much (S4E34)
10 Nov 2025
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—...
Laying the Groundwork: Guiding a $30 Million Business Succession Plan (Bonus Episode)
03 Nov 2025
Contributed by Lukas
Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this...
When My Article on ILPs Sparked Conversations I Never Saw Coming (S4E33)
27 Oct 2025
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—...
Living a Good Life: Courage, Style, and Entrepreneurship After 60 (S4E32)
20 Oct 2025
Contributed by Lukas
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 ...
I’m in My 60s—Here’s the Advice I Wish I Knew in My 50s (S4E31)
13 Oct 2025
Contributed by Lukas
Welcome to the fourth and final episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful convers...
Living a Good Life: Choosing the Right Path Over the Easy Path (S4E30)
06 Oct 2025
Contributed by Lukas
“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, a...
Finding Your Ikigai: Shulin's Shift from Burnt-Out Lawyer to Meaningful Work (S4E29)
29 Sep 2025
Contributed by Lukas
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 goo...
Purposeful Succession: Planning for the Next Generation (S4E28)
15 Sep 2025
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—...
Living a Good Life: Taking the ‘Shortcut’ to Filmmaking and Creativity (S4E27)
08 Sep 2025
Contributed by Lukas
“It’s not about the ability to retire but also how we utilise the time while we are on this planet. In the last three years, I was travelling with...
Money Wisdom Special: Celebrating Providend’s 24th Birthday (S4E26)
01 Sep 2025
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, Providend celebrates its 24th birthday this year, a milestone that reminds us ju...
I’m in My 50s—Here’s the Advice I Wish I Knew in My 40s (S4E25)
18 Aug 2025
Contributed by Lukas
Welcome to the third episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations with...
Living a Good Life: Lessons from Travelling 50 Countries on $3,000 (S4E24)
11 Aug 2025
Contributed by Lukas
“Some of the guesthouses are closed due to the pandemic, so I had to pitch a tent along the road to stay a night.”In this three-part episode, we a...
Army Brotherhood and Beyond: Finding Ikigai in the SAF and in Fatherhood (S4E23)
04 Aug 2025
Contributed by Lukas
Welcome to the fifth episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a goo...
Living a Good Life: Steering Life’s Transitions with Purpose (S4E22)
28 Jul 2025
Contributed by Lukas
“At some point in time, we see the higher purpose of why we are doing certain things.”This reflection sets the tone for our latest episode, where ...
Finding Your Ikigai: Choon Jin’s Wake-Up Call to Live with Intention (S4E21)
21 Jul 2025
Contributed by Lukas
Welcome to the fourth episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a go...
Finalising a $68 Million Legacy Plan with a Family Trust and Letter of Wishes (S4E20)
07 Jul 2025
Contributed by Lukas
Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In ...
Selecting the Ideal Trustee for a $68 Million Estate and Legacy Plan (S4E19)
23 Jun 2025
Contributed by Lukas
Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In ...
Protecting Wealth and Family Harmony in a $68 Million Estate & Legacy Plan (S4E18)
09 Jun 2025
Contributed by Lukas
Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In ...
Legacy Lessons From a $68 Million Dollar Family Story (S4E17)
02 Jun 2025
Contributed by Lukas
Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In ...
Living a Good Life: Our CEO Christopher’s Journey From Chicken Rice Dreams to Contentment (S4E16)
26 May 2025
Contributed by Lukas
“At 17, my goals were simply to make more money to afford regular meals like chicken rice.”The chairs are switched in this very special episode of...
Living a Good Life: From Architecture to Empowering Seniors Through Purposeful Innovation (S4E15)
19 May 2025
Contributed by Lukas
“I have my wife who is my pillar and rock, and also my little baby who can’t say much but at least I can hug him after a long day from work, and I...
What 'Staying Invested' Doesn’t Tell You (S4E14)
12 May 2025
Contributed by Lukas
Having 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...
I’m in My 40s—Here’s the Advice I Wish I Knew in My 30s (S4E13)
28 Apr 2025
Contributed by Lukas
Welcome to the second episode of our Milestones by Decade mini-series! We’re excited to continue this journey with more insightful conversations wit...
Living a Good Life: Why Dr Tang Redefined His Role in Healthcare (S4E12)
21 Apr 2025
Contributed by Lukas
“I want to live a more colourful life, I want to experience more of the world, I want to see different aspects of the healthcare industry, and also ...
Legacy Planning: It’s More Than Just Writing a Will (S4E11)
14 Apr 2025
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, legacy planning is about more than just Index-linked Universal Life Policies (UL...
Finding Your Ikigai: Stanley Ng on Mindfulness & Joy in Mundane Moments (S4E10)
31 Mar 2025
Contributed by Lukas
Welcome to the second episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a go...
Living a Good Life: Why Keen on Balancing Creativity, Career, and Family Values (S4E9)
24 Mar 2025
Contributed by Lukas
“We feel that social media is flooded with a lot of negativity, so we wanted to create a space where we can celebrate the everyday Singaporean and p...
Finding Your Ikigai: Moon Shary on Life Choices & the Little Joys (S4E8)
17 Mar 2025
Contributed by Lukas
Welcome to the second episode of our miniseries for Finding Your Ikigai, where we invite a series of guests to explore what it means to live a good li...
Is Bitcoin Worth the Risk for Your Retirement and Life Goals? (S4E7)
03 Mar 2025
Contributed by Lukas
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 be...
From Ambition to Purpose: Der Shing and Shao-Ning on Living a Good Life (S4E6)
24 Feb 2025
Contributed by Lukas
As the leading fee-only wealth advisory firm in Asia, we have always advocated our clients to make life decisions before money decisions, when it come...
I’m in My 30s—Here’s the Advice I Wish I Knew in My 20s (S4E5)
17 Feb 2025
Contributed by Lukas
Welcome to the first episode of our Milestones by Decade mini-series! We’re thrilled to kick off this series, diving into insightful conversations w...
Does the CPF Special Account Closure Affect Only CPF-Rich Members? (S4E4)
03 Feb 2025
Contributed by Lukas
As the leading fee-only wealth advisory firm in Asia, Providend has consistently guided clients on incorporating CPF into their comprehensive wealth p...
Living a Life of Purpose With Loo Cheng Chuan, Founder of 1M65 (S4E3)
27 Jan 2025
Contributed by Lukas
As the leading fee-only wealth advisory firm in Asia, our wealth management philosophy of making life decisions before money decisions is born out of ...
Finding Your Ikigai For A Life That Is Worth Living (S4E2)
20 Jan 2025
Contributed by Lukas
This marks the first episode of our miniseries for Finding Your Ikigai, and we are really excited to begin this series, as we invite a series of guest...
Starting 2025 Right: Money Wisdom for Living a Good Life This Year (S4E1)
06 Jan 2025
Contributed by Lukas
Welcome to the first episode of Providend’s Money Wisdom Podcast Season 4! We hope everyone is looking forward to what we have in store for you this...
Welcome to Providend's Money Wisdom Podcast!
02 Jan 2025
Contributed by Lukas
Fortnightly on Mondays at 8am, Providend’s Money Wisdom will share how you can gain clarity in your own “ikigai decisions” and make wise fi...
When Good Outcomes Hide the Risks of Overconcentrating in One Stock (S3E26)
30 Dec 2024
Contributed by Lukas
Having survived multiple market crises in our investment journey since 2001, we know what works and what won't work.In this week’s Money Wis...
Who Is Truly Responsible for Bringing Dimensional Funds to Singapore? (S3E25)
16 Dec 2024
Contributed by Lukas
As 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 specia...
Health Span: The Missing Piece in Retirement Planning – The Brain Behind (S3E24)
02 Dec 2024
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making life decisions before money decisions—...
17 Years of Trusted Wealth Advisory: Richard's Lifelong Partnership with Providend (S3E23)
18 Nov 2024
Contributed by Lukas
Welcome back the final part of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journe...
Achieving the Highest Probability of Success in Money and Life (S3E22)
04 Nov 2024
Contributed by Lukas
As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was recently invited to Guangzhou. During his vis...
How Providend Guides Clients Through Lifelong Wealth Planning Conversations (S3E21)
21 Oct 2024
Contributed by Lukas
Welcome back to part eight of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey...
Reflections on US Homelessness, Succession Planning, and Retiring Overseas (S3E20)
07 Oct 2024
Contributed by Lukas
As a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, was invited to the US to attend Dimensional Fund ...
How Providend Helps Clients Build a Legacy Beyond Assets (S3E19)
23 Sep 2024
Contributed by Lukas
Welcome back to part seven of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we continue exploring the wealth managem...
Essential Steps for a Successful Business Succession Plan (S3E18)
09 Sep 2024
Contributed by Lukas
As Asia’s leading fee-only wealth advisory firm, we understand the challenges faced by business owners who are focused on growing their enterprises ...
Beyond Finances: Are You Really Prepared for Retirement? – The Brain Behind (S3E17)
26 Aug 2024
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, our Founder and CEO, Christopher, encourages us to think beyond the financial as...
Navigating Your Business Exit Plan Successfully (S3E16)
12 Aug 2024
Contributed by Lukas
As the leading fee-only wealth advisory firm in Asia, we understand the challenges faced by our clients who are business owners with a lot on their mi...
4 Key Lessons Learnt in Legacy Planning – The Brain Behind (S3E15)
29 Jul 2024
Contributed by Lukas
As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, shares the lessons he has learnt in Legacy Planning in his Bus...
Wealth Management to Reach Your Unique Life Goals Reliably (S3E14)
15 Jul 2024
Contributed by Lukas
Welcome back to part six of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we delve into the wealth management journe...
Investing in the S&P 500 Alone is Not the Silver Bullet – The Brain Behind (S3E13)
01 Jul 2024
Contributed by Lukas
As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher, discusses in his Business Times article why you should not sim...
Wealth Management: Bespoke Wealth Plans & Scenario Modelling (S3E12)
17 Jun 2024
Contributed by Lukas
Welcome back to part five of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we delve into the wealth management journ...
Key Considerations for Your Business Exit Plan - The Brain Behind (S3E11)
03 Jun 2024
Contributed by Lukas
As the leading fee-only wealth advisory firm in Asia, our Founder and CEO, Christopher's Business Times article discusses the critical mistake that bu...
The Providend Process: Steps No Other Wealth Adviser Takes (S3E10)
20 May 2024
Contributed by Lukas
Welcome back to part four of this nine-part mini-series, where we delve into the wealth management journey of our clients.As the leading fee-only weal...
A More Reliable Way to Get Enough Investment Returns - The Brain Behind (S3E09)
06 May 2024
Contributed by Lukas
Being a trusted adviser to our affluent clients for over two decades, it is important to ensure the reliability and sufficiency of investment returns ...
Two Essential Characteristics of a Trusted Wealth Adviser (S3E08)
29 Apr 2024
Contributed by Lukas
Welcome back to part three of this nine-part mini-series, where we delve into the wealth management journey of our clients. As the leading fee-on...
How to Choose a Wealth Adviser You Can Trust (S3E07)
08 Apr 2024
Contributed by Lukas
Welcome back to part two of this nine-part mini-series, where we delve into the wealth management journey of our clients.Being a trusted adviser to ou...
The Importance of a Robust Wealth Plan Amid the Latest CPF Changes - The Brain Behind (S3E06)
25 Mar 2024
Contributed by Lukas
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 gr...
Top Reasons Why Clients Choose Providend (S3E05)
11 Mar 2024
Contributed by Lukas
Providend has always been proud to share that we are Southeast Asia's first fee-only advisory firm. In recent years, we have been receiving many quest...
How Will the Closure of Your CPF Special Account Affect Your Retirement? - The Brain Behind (S3E04)
23 Feb 2024
Contributed by Lukas
The CPF changes announced during #Budget2024 have been receiving a range of opinions on the ground as Singaporeans who had "Special Account shielding"...
How Do Financial Advisers Get Paid: 4 Common Ways (S3E03)
12 Feb 2024
Contributed by Lukas
Until today, Providend remains the only fee-only wealth advisory firm in Southeast Asia, a model inspired by the U.S. and Australia - why is that so? ...
Discovering Your “Ikigai” with Providend’s Philosophy - The Brain Behind (S3E02)
29 Jan 2024
Contributed by Lukas
The philosophy of sufficiency serves as the anchor for everything we do here at Providend—whether it's planning for our clients, investing for them,...
Meet Your New Co-host, Jin Lee! (S3E01)
01 Jan 2024
Contributed by Lukas
Welcome to the FIRST episode of Providend’s Money Wisdom Podcast Season 3!For this season, we are doing things a little differently in our sharing o...
S2E38: Client-Centric Investing: A Conversation with Dave Butler from DFA
18 Dec 2023
Contributed by Lukas
Did you know that Dave Butler, Co-CEO of Dimensional Fund Advisors (DFA), was a former professional basketball player? Standing at over two metres tal...
S2E37: Does Property Fit into Your Overall Investment Portfolio?
11 Dec 2023
Contributed by Lukas
Having a roof over your head is one of the necessary aspects of life. However, nowadays, many people in Singapore view properties as an investment and...
S2E36: The Brain Behind - Are ILPs Finally Suitable for Your Portfolio?
04 Dec 2023
Contributed by Lukas
With the latest changes to investment-linked policies (ILPs), many investors may be contemplating the inclusion of this product in their investment po...
S2E35: How Does Providend Coach Our Clients Through Financial Crises?
27 Nov 2023
Contributed by Lukas
It is inevitable to avoid crises or market downturns during your long-term investment journey. While we acknowledge that some turbulence is normal in ...
S2E34: Why Does Providend Work with Dimensional Fund Advisors?
20 Nov 2023
Contributed by Lukas
At Providend, we've always advocated an evidence-based approach when investing your money and do not attempt to time the market. One might assume that...
S2E33: From Accumulators to Retirees: Providend Journeys with You
06 Nov 2023
Contributed by Lukas
More often than not, many investors assume that once they have completed their wealth plan when they are younger, they do not need to revisit it. Howe...
S2E32: The Brain Behind – Providend's Secret to Quality Advising and Strong Culture
30 Oct 2023
Contributed by Lukas
In a previous article written for The Business Times, Chris, our CEO, explained the different ways an adviser could be compensated – commission-base...
S2E31: Lump Sum vs. Dollar Cost Averaging: Which Is Ideal for You?
23 Oct 2023
Contributed by Lukas
After finding the right instrument to invest in, the next question many investors might have is whether they should invest their entire amount all at ...
S2E30: Value Stocks Outperformed Growth Stocks – Did We Survive Q3?
16 Oct 2023
Contributed by Lukas
The third quarter of 2023 has been a challenging three months, as the MSCI All Country World IMI Index and the Bloomberg Global-Aggregate, our referen...
S2E29: Will Providend Finally Include ILPs in Our Clients’ Portfolios?
09 Oct 2023
Contributed by Lukas
Investment-Linked Policies (ILPs) have always been a heavily debated and controversial topic among investors. To make matters worse, there are multipl...
S2E28: Banks vs IFA Firms vs Providend: How Are We Different?
02 Oct 2023
Contributed by Lukas
Previously from other big financial institutions, Joyce and Zhi Han both coincidentally applied for an advisory role at Providend after watching this ...
S2E27: The Brain Behind - Why Providend Uses the Ibbotson-Chen Model in Our Planning Process
25 Sep 2023
Contributed by Lukas
At Providend, in order to help our clients achieve enough returns in the most reliable way to enable their life goals and life events, we started usin...
S2E26: Developing a Mindset of Scarcity at 18 Years Old Ft. Seth Wee from Sethisfy
18 Sep 2023
Contributed by Lukas
“When I was much younger, we used to stay at a much bigger place. We had two cars and two maids, then subsequently, we just had one car, no more mai...
S2E25: Recounting the Providend Story with Our Senior Founding Members
11 Sep 2023
Contributed by Lukas
For the past 22 years, our CEO, Christopher Tan, has always been at the front line to share more about the humble beginning of Providend and how we pe...
S2E24: How to Plan for a Car Purchase in Singapore Realistically
04 Sep 2023
Contributed by Lukas
With the recent COE prices reported to be at an all-time high, the idea of owning a car in Singapore has become even harder to justify.In this episode...