Articles
Are You Asking the Right Questions in Your Portfolio Review? AI Can Help
Last week, I had an insightful conversation with my friends about financial planning. I remembered a story that my friend shared with us. His friend’s mother-in-law had bought an insurance policy seven years ago but hadn’t heard much from her advisor ever since. Recently, she was thrilled to learn that her policy had returned 40%…
Why Relying on Job Security is a Fallacy and How to Build True Security
We’ve all been raised to believe that as long as we have a stable job, we’re safe. This mindset is especially true for seasoned professionals—after many years in the workforce, I have seen firsthand how job security has been considered a foundation of stability. But here’s the thing: job security is no longer what it…
Navigating Job Insecurity with a Financial Plan That Paves the Way to Early Retirement
Have you ever felt stuck in a job, watching the news of layoffs and wondering, “Could I be next?” In today’s volatile job market, it’s a question more professionals are asking themselves. Whether you’re an experienced manager or have spent years as an individual contributor, the thought of job insecurity can be unsettling. I know…
My Approach to Building a Client-First Financial Advisory Practice
Over the 8 months in my career break, I am slowly discovering a “superpower” that I didn’t realise that I have. That’s the power to have meaningful money conversations with people, even with strangers. At the same time, I’m cognizant of the “limiter” that is preventing me from fully utilising my my “superpower” and that’s…
Wonderland Reflections: Why Singaporeans Don’t Talk about Their Sacrifices and the Fear of Dying Alone
I recently came across a Singaporean movie, Wonderland that was highly recommended by Mr Brown on his Facebook post. I watched the movie last week and walked away with lots of thoughts about the story in the movie. Spoiler alert! If you intend to watch this movie, I suggest that you stop reading this post…
What I Learnt from SkillsFuture Festival: Harnessing AI for Lifelong Learning and Career Development
I just returned from the SkillsFuture Festival at SMU and as usual, I walked away with many ideas. This annual event, dedicated to lifelong learning and skills development, offered a myriad of workshops, talks, and networking opportunities that left me thinking about my personal and professional journey. Here are some key takeaways from the event…
