In this week's podcast, we have Yap Ming Hui, Founder of Whitman Independent Advisors on will writing, key pillars of money management, how to prepare for retirement, unit trust fees, asset allocation, Robert Kiyosaki and many more!
Timestamp 00:00 Intro 02:38 Relationship with money growing up 06:25 Education and work background 12:21 Will writing 23:33 Key pillars of money management 32:14 Common goals most people want 34:38 Investing in children 36:26 Advice for retirement and maintaining lifestyle 38:51 High risk, high return 46:40 Asset Allocation Strategy 52:53 From 6% to 9% annual return 57:18 Unit trust fees 1:05:36 Personal finance advising industry 1:13:38 Taking blame for bad investment 1:24:34 Robert Kiyosaki's advice can be dangerous 1:30:33 Final advice for everyone
Will Writing, Unit Trust, Personal Finance, Money Management By Yap Ming Hui | FIRL Podcast 74 __________________________________________________________________
The information in this video is accurate as of the posting date. These are just the opinions of the FIRL Guys and do not in any way represent investment advice or stock recommendations, the content in this video is purely educational.
Information in the video might not be applicable to all investors as it does not take into account the financial circumstances, investment goals, and risk tolerance of any specific investors. Risk is inherent to all investing, including the permanent loss of capital. Past performance does not equal future results. We are not licensed by Malaysia's Securities Commission as financial/investment advisors. Please speak to a licensed financial advisor before making any financial decisions.
Individual(s) in the video DO NOT own shares in the aforementioned companies at the point of the video posting.
