The top three financial goals

It helps to clearly define your goals

The impact of Covid on financial objectives

Review plans regularly to cover contingencies

Take a look at your budget and discretionary spending

Investing for multiple goals

How relevant are endowment plans in today’s low-rate environment

Wealth transfer planning

Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals. 

How do you balance multiple financial goals? BT Wealth editor Genevieve Cua speaks with Angeline Alexander, Prudential’s head of high net worth and affluent segments, in  this sixth episode of WealthBT, brought to you by Ascend by Prudential: https://www.prudential.com.sg/ascend

Highlights of the conversation:
The top three financial goals (1.27)
It helps to clearly define your goals; and take into consideration your budget, current commitments and the time horizon for your goals (2.46)
The impact of Covid on financial objectives: It’s a good time to step back and re-look at expenses and priorities (3.25)
Review plans regularly to cover contingencies (4.02)
Take a look at your budget and discretionary spending (5.00)
Investing for multiple goals: Similar goals and strategies may be grouped into a single portfolio (6.41)
How relevant are endowment plans in today’s low-rate environment (7.35)
Wealth transfer planning: Pandemic makes clear we should be prepared for the unexpected (9.45)

Listen to Pt 1: Longevity + financial planning = win-win plan for you - https://omny.fm/shows/wealthbt/how-longevity-is-a-gift-in-holistic-financial-plan

Find out more about Ascend by Prudential at www.prudential.com.sg/ascend

Get in touch with Ascend at www.prudential.com.sg/AscendBusinessTimes

Produced by: Genevieve Cua (gen@sph.com.sg), Ernest Luis, Lee Kim Siang

Edited by: Howie Lim

Follow Wealth BT podcasts and rate us at:

Channel: http://bt.sg/btwealthbt

Apple Podcasts: http://bt.sg/wbAP

Spotify: http://bt.sg/wbSP

Google: http://bt.sg/wtGO

SPH Awedio app: https://www.awedio.sg/

Website: http://bt.sg/wealthbt

Feedback to: podcast@sph.com.sg

Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. This podcast is for your information only and does not consider your specific investment objectives, financial situation or needs.

Discover more BT podcast series:

BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

BT Mark To Market Podcast at: http://bt.sg/btmark2mkt

BT Podcasts at: http://bt.sg/podcasts

#BTPodcast

Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals.&nbsp;
How do you balance multiple financial goals? BT Wealth editor Genevieve Cua speaks with Angeline Alexander, Prudential&rsquo;s head of high net worth and affluent segments, in&nbsp; this sixth episode of WealthBT, brought to you by Ascend by Prudential: <a href="https://www.prudential.com.sg/ascend">https://www.prudential.com.sg/ascend</a>
Highlights of the conversation:
<ol>
<li aria-level="1">The top three financial goals (1.27)</li>
<li aria-level="1">It helps to clearly define your goals; and take into consideration your budget, current commitments and the time horizon for your goals (2.46)</li>
<li aria-level="1">The impact of Covid on financial objectives: It&rsquo;s a good time to step back and re-look at expenses and priorities (3.25)</li>
<li aria-level="1">Review plans regularly to cover contingencies (4.02)</li>
<li aria-level="1">Take a look at your budget and discretionary spending (5.00)</li>
<li aria-level="1">Investing for multiple goals: Similar goals and strategies may be grouped into a single portfolio (6.41)</li>
<li aria-level="1">How relevant are endowment plans in today&rsquo;s low-rate environment (7.35)</li>
<li aria-level="1">Wealth transfer planning: Pandemic makes clear we should be prepared for the unexpected (9.45)</li>
</ol>
Listen to Pt 1: Longevity + financial planning = win-win plan for you - <a href="https://omny.fm/shows/wealthbt/how-longevity-is-a-gift-in-holistic-financial-plan">https://omny.fm/shows/wealthbt/how-longevity-is-a-gift-in-holistic-financial-plan</a>
Find out more about Ascend by Prudential at <a href="http://www.prudential.com.sg/ascend">www.prudential.com.sg/ascend</a>
Get in touch with Ascend at <a href="http://www.prudential.com.sg/AscendBusinessTimes">www.prudential.com.sg/AscendBusinessTimes</a>
Produced by: Genevieve Cua (gen@sph.com.sg), Ernest Luis, Lee Kim Siang
Edited by: Howie Lim
Follow Wealth BT podcasts and rate us at:
Channel: <a href="http://bt.sg/btwealthbt">http://bt.sg/btwealthbt</a>
Apple Podcasts: <a href="http://bt.sg/wbAP">http://bt.sg/wbAP</a>
Spotify: <a href="http://bt.sg/wbSP">http://bt.sg/wbSP</a>
Google: <a href="http://bt.sg/wtGO">http://bt.sg/wtGO</a>
SPH Awedio app: <a dir="ltr" href="https://www.awedio.sg/">https://www.awedio.sg/</a>
Website: <a href="http://bt.sg/wealthbt">http://bt.sg/wealthbt</a>
Feedback to: podcast@sph.com.sg
Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. This podcast is for your information only and does not consider your specific investment objectives, financial situation or needs.
Discover more BT podcast series:
BT Money Hacks Podcast at:<a href="https://bt.sg/btmoneyhacks"> https://bt.sg/btmoneyhacks</a>
BT Mark To Market Podcast at:<a href="http://bt.sg/btmark2mkt"> http://bt.sg/btmark2mkt</a>
BT Podcasts at:<a href="http://bt.sg/podcasts"> http://bt.sg/podcasts</a>
#BTPodcast

Learn to protect and grow your wealth - for affluent individuals. Hosted by  Genevieve Cua. A podcast of BT Correspondents.

Produced by BT Podcasts, The Business Times, SPH Media.

Learn to protect and grow your wealth - for affluent individuals. Hosted by  Genevieve Cua. A podcast of BT Correspondents.
Produced by BT Podcasts, The Business Times, SPH Media.

WealthBT

Learn to protect and grow your wealth with The Business Times monthly podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.

Podcaster: Genevieve Cua 

Produced by BT Podcasts, The Business Times, SPH Media.

Learn to protect and grow your wealth with The Business Times monthly podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Podcaster: Genevieve Cua 
Produced by BT Podcasts, The Business Times, SPH Media.

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