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S2E33: From Accumulators to Retirees: Providend Journeys with You
Manage episode 382280558 series 3146218
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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. However, this is not a reliable approach to managing your wealth plan. As accumulators, there are numerous unexpected events for which you may not have planned. Similarly, there are concerns as retirees that you did not encounter when you were younger.
In this week's Money Wisdom episode, Alvin, our Client Adviser, discusses the differences you should take note of when planning for these two different life stages so that you can develop a comprehensive wealth plan for the long term.
Meanwhile, stay tuned for our next episode, where we will be joined by a very special external guest!
The host, Isaac Ong, is Associate Adviser at Providend, Singapore’s First Fee-Only Wealth Advisory Firm.
View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-2/
Music courtesy of ItsWatR.
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