Listen ""We have $720k CASH, some STOCKS and a PROPERTY, DO WE HAVE ENOUGH?" | Retirement Planning 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 case of a couple who has possibly saved up well for retirement. They have questions whether to cash out stock options they hold and whether they have comfortably enough. #investing #stocks #stockoptions *****🌟 Tiger Brokers JOSH TAN SPECIAL LINK HERE : https://joshtan.link/tigerTiger Brokers Welcome Rewards Deposit & trade to win prizes worth USD 888* + USD 30 Tesla fractional shares!Cheapest travel insurance (especially around Thailand, Malaysia, Vietnam...)From as little as $4/day, check it out (STARR insurance) 🌅► https://joshtan.link/travelMy article on the best Personal Accident PA Plan to refer to you 🫵► https://www.theastuteparent.com/2022/12/pa-ease/****TO LEARN MORE, 4 SUGGESTIONS FOR YOU► Follow Josh Tan on Linkedin to read articles and connect professionally https://lnkd.in/gkfid5nG► NEW podcast channel "THE JOSH TAN PODCAST" On Personal Finance: https://joshtan.link/spotifyTo see updates and polls, join my TELEGRAM "Josh Tan Investment Official Group" here ► https://joshtan.link/telegramMeet Josh Tan On Instagram to see event update and fan meet pictures► https://www.instagram.com/joshconsultancy/****0:00 Introduction0:45 Their stocks and savings3:47 Selling stocks9:15 Cash and CPF they have13:37 Selling HDB flat16:45 Enough stateWe 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. *******About Josh Tan:Josh holds a degree in Accounting from NTU. In 2016, he co-founded the financial education website TheAstuteParent to provide detailed insurance plan analysis and financial planning tips.As a ChFC Charterholder, Josh has agreed to be bounded by the ChFC®/S Code of Ethics. This includes, among others, acting in a professional manner when it comes to conducting due diligence on primary and secondary sources of investment-related data, and articulating his investment opinions based on his research and beliefs. Based on his research and analysis, he highlighted his beliefs and opinions, and illustrated the concept of time value of money, as of the time of the video.ENGAGE Josh Tan on a fee for full retirement planning NOW - Hear the IMPROVEMENTS you can make IMMEDIATELY!► https://www.theastuteparent.com/josh-tanSupport the show
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