Money and Me: Bye CPF SA!

Money and Me: Bye CPF SA!

So you are turning 55 soon and are wondering what the closure of the CPF Special Account this January means for your retirement?

Michelle Martin asks Elijah Lee, Senior Financial Services Manager, Phillip Securities, what people who have been using the CPF Shielding Strategy need to know.

Explore the CPF Special Account closure for members aged 55 and above this year, understand its impact on retirement planning, immediate changes for members, and strategies to maximize financial security.

Elijah shares insights on CPF and housing, addressing concerns about locked-up funds and how homeowners can unlock value for retirement.

Only started planning late for retirement? You are not alone!

Elijah shares what late savers can prioritise and practical steps to start planning even in your 40s or 50s.

Discover actionable advice to secure a comfortable retirement at any stage of life.

See omnystudio.com/listener for privacy information.

Episoder(3844)

Market View: Chip Comeback, Oil Shock & Corporate Curveballs

Market View: Chip Comeback, Oil Shock & Corporate Curveballs

Intel surges, oil spikes, and investors are left asking - is this a turning point or a warning sign? Markets swing between optimism and uncertainty, hosted by Michelle Martin with Ryan Huang. From Int...

24 Apr 23min

Money and Me: He got out of $740k debt with this system and says any investor can use it 

Money and Me: He got out of $740k debt with this system and says any investor can use it 

Can "One Good Trend" take you to investing success? Michelle Martin sits down with Joey Choy, Speaker at SGX Academy, to learn how to spot high-conviction trends in Singapore stocks. Joey talks about...

23 Apr 25min

Market View: Tesla’s $25B Bet, Oil at $100, and the Battery Disruption Ahead

Market View: Tesla’s $25B Bet, Oil at $100, and the Battery Disruption Ahead

What if the biggest risk in markets today is not thinking big enough? US markets surge to record highs even as oil spikes past $100, signalling a fragile balance between growth and geopolitical risk. ...

23 Apr 24min

Money and Me: Investing Beyond Earth

Money and Me: Investing Beyond Earth

Beyond ARKX and UFO how can you think of adjacent plays to the space economy? Michelle Martin explores the fast-emerging space economy with Alvin Chow, Co-founder of Dr Wealth. From Alphabet’s billion...

22 Apr 22min

Market View: Profits, Policy & Power Plays - DFI Retail, United Airlines, Adobe, CATL in Focus

Market View: Profits, Policy & Power Plays - DFI Retail, United Airlines, Adobe, CATL in Focus

Earnings are booming, what does this signal about market sentiment? Michelle Martin and Ryan Huang unpack a split global picture: DFI Retail surges on resilient consumer demand while United Airlines w...

22 Apr 25min

Money and Me: The $4 Million Mistake That Wasn’t - When Selling Early Wins

Money and Me: The $4 Million Mistake That Wasn’t - When Selling Early Wins

What if walking away from millions is actually the smartest move you’ll ever make? Michelle Martin sits down with Chin Hui Leong, Co-founder of The Smart Investor, to unpack the psychology of selling ...

21 Apr 18min

Market View: Succession, Swaps & Shockwaves - Apple’s Next Era Meets Orchard’s Big Bet

Market View: Succession, Swaps & Shockwaves - Apple’s Next Era Meets Orchard’s Big Bet

Leadership changes, asset reshuffles and geopolitical tremors - markets are recalibrating in real time. Apple begins a new chapter as Tim Cook hands over to John Ternus, raising big questions about in...

21 Apr 24min

Money and Me: How to be Successful and Have a Family 

Money and Me: How to be Successful and Have a Family 

There is a hidden cost to becoming a successful founder and Eldred Wee hopes to save more from paying it. If success feels hollow, this conversation may help you redefine what you’re really working to...

20 Apr 22min

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