Providend's Money Wisdom

• Legacy Lessons From a $68 Million Dollar Family Story (S4E17)

  Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they’ve built? And most importantly, how do they preserve family harmony among their three children?Being a trusted adviser to affluent clients for over two decades, Providend understands that true legacy planning is not just about transferring wealth. It is about passing down values, protecting relationships, and creating peace of mind for the next generation. Through this podcast, you’ll get a rare, behind-the-scenes look at real conversations between clients and their adviser.In Episode 1, Richard and Eva begin their journey. Despite building a $30 million business and $38 million in personal assets, they are unsure how to prepare their children to receive this wealth without conflict. With concerns about succession planning, differing personalities, and ensuring fairness, they turn to Providend for clarity and guidance.As their Client Adviser, Chris listens with empathy and intention, what unfolds is a rich dialogue not just about financial tools, but about values, fears, and hopes. Through their story, listeners will come to understand how legacy planning is less about documents and more about crafting a future that aligns with Richard and Eva’s heart and vision for their loved ones.At Providend, we believe good legacy planning should preserve not just wealth, but also relationships. It should offer clarity, not confusion. In each episode, you’ll hear how a thoughtful, values-based approach can bring peace of mind, not just for the clients, but for generations to come.The voice talents for this episode are Ray and Annette, Client Advisers, voicing Richard and Eva, and our CEO, Christopher, voicing as their Client Adviser at Providend, the first fee only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.Music courtesy of ItsWatR.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:Subscribe to Our Mailing List Today!If you’re interested in getting more of our thought leadership contents, click this link to subscribe to our newsletter today: https://providend.com/#newsletter-subscribe

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• Living a Good Life: Our CEO Christopher’s Journey From Chicken Rice Dreams to Contentment (S4E16)

  “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 The Providend Conversation: Living the Good Life, where we are honoured to have Michelle Martin in conversation with our CEO, Christopher. In this candid chat, he shares his personal life — speaking on money, family, career, parenting, and more.As the leading fee-only wealth advisory firm in Asia, we have always believed that financial planning should begin with life decisions, and not the other way around. This philosophy aligns closely with the definition of the “good life” as described in the book Repacking Your Bags by Richard J. Leider and David A. Shapiro: “living in the place you belong, with people you love, doing the right work, on purpose.”In this episode of The Providend Conversation, we hear from Christopher Tan, CEO of Providend. You may have heard him on the radio, seen him on television, or read his books on professional wealth advisory. But have you ever heard about his personal journey towards money mastery and financial wellness?There is also one fundamental philosophy that Chris strongly aligns with, which also shapes how we advise our clients at Providend: to first make life decisions before making financial decisions.This video is a joint production of iFAST TV and Providend, inspired by Christopher’s article “To Live the Good Life, Make Life Decision First Before Wealth Decisions”. This video series is now available as a podcast for those who prefer listening on the go.Music courtesy of ItsWatR.The host of this episode, Michelle Martin, Financial Presenter of Money FM 89.3, will be interviewing Christopher Tan, 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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• Living a Good Life: From Architecture to Empowering Seniors Through Purposeful Innovation (S4E15)

  “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 can then say: Okay, the day is good.”As the leading fee-only wealth advisory firm in Asia, we’ve always advocated for making life decisions before money decisions—especially when it comes to your hard-earned money.In this episode of “The Providend Conversation,” we’re delighted to feature Jonathan Teoh, an architect by training and practice who gave up a well-paying job to start a socially conscious enterprise called AN LIVING. The initiative focuses on helping seniors enhance their financial security, aligning with Singapore’s vision of becoming a “Nation for All Ages.” AN LIVING’s goal is similar to the HDB Lease Buyback Scheme—but designed for private property homeowners with fully paid-up freehold or 999-year leasehold homes.In this interview, we learn more about Jonathan’s upbringing, and the support that shaped his strong conviction to help seniors in Singapore enhance their financial security.This video is a joint production of iFAST TV and Providend, inspired by Christopher’s article “To Live the Good Life, Make Life Decision First Before Wealth Decisions”. This video series is now available as a podcast for those who prefer listening on the go.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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• What 'Staying Invested' Doesn’t Tell You (S4E14)

  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 episode, co-host Isaac sits down with CEO Christopher Tan to unpack why saying “stay invested” without the right context might actually do investors a disservice.They explore whether it’s better to be a pessimist or an optimist during uncertain times like today’s ongoing trade tensions, and how to approach the “money equation” — balancing short-term financial planning on the left, with long-term investment decisions on the right.Chris and Isaac also touch on how mental well-being plays a vital role in financial decision-making, especially when markets are volatile. For those nearing retirement, they discuss whether it may be time to approach things differently to protect both your financial future and peace of mind.Tune in to the full episode for a grounded and thoughtful take on navigating uncertainty with clarity, focused on your non-negotiable life goals. You can read Chris’ article in The Business Times on this topic 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.Mentioned in this episode:Download Investment eBook Today!TBC

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• I’m in My 40s—Here’s the Advice I Wish I Knew in My 30s (S4E13)

  Welcome to the second 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 impact both life and money wisdom to you, to inspire you and help you avoid costly mistakes.In this episode, Amelia chats with Jit Hwee, one of our Client Advisers in his 40s, as he reflects on the mindset shifts that came with time and experience. From chasing success to finding clarity in what truly matters — across career, money, life, and family — Jit Hwee shares it all with his signature wit and humour. If you’re in your 30s or know someone who’s still figuring things out, this is one episode you won’t want to miss.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.

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