How do you juggle multiple financial goals? - WealthBT Ep 6

  • 7 Oct 2021

WealthBT Ep 6: How do you juggle multiple financial goals? 12:08 min 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/wbGO Website:http://bt.sg/btwealthbt 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 #WealthBT See omnystudio.com/listener for privacy information.