Episode #2 - Getting Help for Money and Life In A Challenging Year
In this episode, I am joined by Ms. Linnet Lee, CEO of Financial Planning Association Malaysia (FPAM), who will share with us some insights from consumer awareness for financial planning survey that was published earlier this year.
She will also be sharing on some pointers on where we can get help when we are dealing with the stress that are brought by financial issues, and what people should aware of when they 'extract' information and contents from the internet.
As we wrapped up the session, Linnet also gave out some guidance to consumers who were dealt with a bad hands during this rocky year.
If you are a visual person, you can watch the Video version of this podcast here
You can also listen on your favorite podcast platform
Timestamp of this episode:
00:00:20 Introduction to this episode
00:01:03 Introduction of Guest to this episode, Ms. Linnet Lee, CEO, FPAM
00:03:20 Consumer Financial Planning Awareness Survey conducted by FPAM
00:06:36 Dealing with stress caused by money situation
00:11:24 Understanding the benefits of working with a qualified, Licensed Financial Planner
00:13:12 Financial Planning is about the person, not just about numbers
00:17:00 What you need to know before you engage a Financial Planner
00:22:00 Importance of getting a professional who is the right fit for you
00:24:00 “I should only do financial planning when I am rich”
00:27:00 How consumer has adapted since MCO
00:30:50 Learning from financial bloggers, YouTubers, and gurus
00:33:41 Importance of regulation and consumer protection to consumers
00:36:30 How #Budget2021 can help consumers who are in a tight spot
00:40:08 Wrap up of Episode 2
00:41:38 Take care, everyone. See you soon.
Resources mentioned in this episode:
Securities Commission site to check if a person is licensed financial planner
Bank Negara Malaysia site to check if a person is approved financial adviser representative
