How Whitman Provides Integrated Retirement Solutions Differently? скачать в хорошем качестве

How Whitman Provides Integrated Retirement Solutions Differently?

Most people believe they have planned for retirement. But ask them how their investments, insurance, fees, taxes, and lifestyle decisions work together — and the answers start to blur. This is the reality: what many call a “retirement plan” is often just a set of products, chosen at different times, for different reasons. In this episode of Yap’s Money Life Show, we explore what changes when retirement is approached as a cohesive strategy rather than a collection of parts In this episode: • How Whitman provides integrated retirement solutions differently (0.02) • What Whitman’s fee structure and investment approach reveal about how decisions are made (3.38) ********* About Yap Ming Hui Yap Ming Hui, a licensed fee-charging financial planner, is a regular columnist in major newspapers and bestselling author of 8 personal finance books in Malaysia. Whitman, the financial advisory company founded by Yap in 2000, has served thousands of satisfied clients who have paid for advisory services. For more information, visit Whitman's website at www.whitman.com.my ********** Disclaimer: All information shared by the speaker, is strictly for educational and informational purposes only. We make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the video. Any reliance you place on the information shared is therefore strictly at your own risk