If you’re into financial related content, you might have come across our next guest!
In this episode of NOTG, Melvin Lim speaks to Josh Tan, founder of The Astute Parent. Josh shares his journey from starting his YouTube channel in 2015 to becoming a trusted financial advisor. He discusses overcoming self-doubt, scaling his brand, and the importance of consistency in achieving long-term goals.
Josh elaborates on his distinctive route in financial planning, which began during his undergraduate years and led him to choose a self-employed path. Over time, his focus evolved from basic savings and insurance plans to comprehensive retirement planning, highlighting the importance of aligning one’s online presence with their area of expertise and maintaining consistency in social media messaging.
Find out more about Josh strategies on managing financial stages, as he shares advice, case studies and lessons from his (failed) entrepreneurial journey, on this episode of NOTG!
00:00 Intro
00:48 YouTube Channel Journey
02:44 Financial Planning Journey
04:42 First niche
08:40 Mid 20s financial advice
12:54 Seasons of life
16:17 Approaching retirement
20:24 Is their a formula for retirement?
22:09 Good habits
23:34 Insurance recommendations
28:24 Life insurance for kids
30:17 Life or Term?
32:36 Allocating your cash for Insurance, Investing, Savings, ETC…
35:13 Consuming Policies
37:07 Residential loan to retirement
38:43 Inheriting a big property
41:07 Are you too optimistic on real estate?
46:12 Sharing personal journey online
50:40 Planning your inheritance
54:41 Paying off your outstanding debt with your inheritance
01:00:00 Remembering cases of customers
01:01:28 Current company
01:02:17 PromiseLand
01:02:24 Why TheAstuteParent?
01:06:06 Ice cream business mistakes
01:13:58 Meaning of money?
01:18:05 The next step
01:19:09 Advice for parents
01:20:37 Tax planning and stocks
01:23:50 What professional skill are you currently working on?
01:25:12 What title would you give this chapter in your life?
01:26:56 Work life balance
01:33:36 Outtakes
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“This podcast is for informational and entertainment purposes only. The views and opinions expressed on this podcast are solely those of the host and guests, and do not necessarily reflect the views, opinions or positions of any individuals, organizations or companies mentioned or discussed on the show.
The content provided on this podcast is not intended to and does not constitute legal, financial, or professional advice, and is not a substitute for professional advice. Listeners should not act upon any information provided on this podcast without seeking advice from a professional.
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