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She Has $2.04m But Can't Retire... | Real Retirement Planning Case Study In Singapore
Description
ENGAGE Josh Tan on a fee for full retirement planning NOW - Hear the IMPROVEMENTS you can make IMMEDIATELY!
► https://www.theastuteparent.com/josh-tan
Today we've a fantastic case to discuss regarding housing, wealth building and retirement planning.
0:00 Introduction
Breakdown of assets
1:16 Property
Mortgage locked in at 2.45%pa
5:20 How to deploy cash
7:06 Sell HDB
8:59 No solution
9:43 Insurance
10:42 $2,800 cash only
11:43 University fees cost alot
12:22 Her CPF
#retirement #retire #retirementplanning #financialplanning #financialadvisor
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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.
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