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(3839)

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Influence: Move away fish skin chips, here's chicken skin chips

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Money and Me: Can we really be the Last Sandwiched Generation?

Money and Me: Can we really be the Last Sandwiched Generation?

Guest: Kenneth Lou, CEO, Seedly, Yeap Ming Feng, Head of Content & Growth of Seedly and Alvin Chow, Co-founder and CEO of DrWealth share how the current Sandwich Generation can end the pressures for t...

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Money and Me: Lasting Power of Attorney and How to Set It Up

Money and Me: Lasting Power of Attorney and How to Set It Up

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Influence: Want a travel card  that is 6X cheaper than market average?

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UK-based fintech player TransferWise, has launched a multicurrency account travel card that aims to help travellers and businesses avoid the typical high foreign exchange markup rates.Guest: Venkatesh...

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Money and Me : Buy or Sell? How to read and use the URA price indices as buyer or investor.

Money and Me : Buy or Sell? How to read and use the URA price indices as buyer or investor.

How can the URA price indices help buyers and investors decide when and what to buy or invest in? Do the current real estate market favor the buyers or the sellers? And is it a good time to buy or sel...

14 Okt 201918min

Influence: How to approach the topic of online safety with your children

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According to a survey commissioned by Kaspersky and conducted by market research company Savanta, 84% of parents worldwide are worried about their children’s online safety. Yet, they only spend a tota...

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Money and Me: Money Wisdom for Financial Wellness

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Christopher Tan, CEO of Providend and Executive Director of MoneyOwl talks about his new book, 'Money Wisdom: Simple Truths for Financial Wellness' and shares his advice on what are the four things ab...

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Influence: How to protect up to $50k of your Reno Funds

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