Listen "She Has $2.04m But Can't Retire... | Real Retirement Planning Case Study In Singapore"
Episode Synopsis
ENGAGE Josh Tan on a fee for full retirement planning NOW - Hear the IMPROVEMENTS you can make IMMEDIATELY!► https://www.theastuteparent.com/josh-tanToday we've a fantastic case to discuss regarding housing, wealth building and retirement planning.0:00 IntroductionBreakdown of assets1:16 PropertyMortgage locked in at 2.45%pa5:20 How to deploy cash7:06 Sell HDB8:59 No solution9:43 Insurance10:42 $2,800 cash only11:43 University fees cost alot12:22 Her CPF#retirement #retire #retirementplanning #financialplanning #financialadvisor We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus. It is not an endorsement of the product unless explicitly stated and we will not be liable for any losses. The content in this video and any promotions mentioned is accurate as of the posting date. *******Support the show
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