Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Has your CPF account closed already because you turned 55 this year?

Join Michelle Martin as she dissects how to make your CPF work for you when you turn 55.

Should you keep your money in the 2.5% earning OA or move what you can to the RA for long-term 4%?

What are the pros and cons of investing with your OA after age 55 either through CPF or in the open market?

If liquidity of your CPF funds are your primary concern, what are your choices and what are the risks associated with each choice?

Join Michelle and her guest Kenny Loh, Independent Financial Advisor to understand what happens when you turn 55 with your CPF and discover strategies and options to turning your hard earned CPF monies into income for the long-term.

How can you use your monies to purchase T-bills, dividend stocks, and annuities? What interest could you get with different asset classes based on today's market.

Plus, get smart insights into tax considerations, liquidity needs, and long-term retirement planning strategies.

See omnystudio.com/listener for privacy information.

Episoder(3837)

Money and Me: Oil Shock, Space Dreams & Apple’s Power Shift

Money and Me: Oil Shock, Space Dreams & Apple’s Power Shift

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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...

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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

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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

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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

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