Expat Finance Series, with wealth manager Adrian Bliss
Welcome to “Finance Friday” where you have the chance to become smarter with your money. In this series with wealth manager and financial adviser, Adrian Bliss, learn what you can do to set yourself up for success with your finances—whether your swimming in the dough, or barely making ends meet.
Most people don’t realize what’s actually at stake when they don’t take full responsibility to plan well for their future.
Ep#114: 9 mistakes expats make with their money (pt 1)
[30:02] In this first episode, Adrian introduces his background, and walks through half of some common mistakes expats make right off the bat.
Ep#119: 9 mistakes expats make (pt 2)
[18:12] Here’s the second half discussing a couple of common mistakes expats make with their finances.
Ep#123: The real cost of delay
[15:42] As expats there are so many amazing opportunities and experiences that compete with our desire to save for the future. That holiday vacation… the new gadget… your home mortgage! In the long run, there’s no harm in waiting a year or two to start planning and really setting aside some cash, right? In this episode, Adrian calculates for you precisely how much of your future wealth is at stake when you delay.
Ep#127: Mitigating investment risk
[12:30] Lack of regulation in China rightly causes concern for expat investors. How can you mitigate your risk as you look to expand your investment portfolio while abroad? Tune in to hear Adrian discuss some questions you need to be asking before you sign on the dotted line.
Ep#130: Wealth Management 101
[22:08] I have a couple of finance questions for you this week: First, what’s the difference between a private banker, stockbroker and financial advisor and who is most qualified to help you manage your wealth? And second, can you name the six basics options you have for allocating your precious assets? If not don’t worry! In this episode, Adrian explains the jargon you need to understand so that the next time you sit with an expert, you’ll be speaking the same language and understand the choices presented to you.
Ep#133: Mitigating risk
[14:27] Not surprisingly, there are some hidden risks to investing that you need to know in order to make the most out of your money. In this episode, Adrian walks us through half a dozen types of risk and gives us one Nobel-prize winning strategy for helping mitigate risk in our own portfolios.
Ep#137: How to interview a financial advisor
[12:24] Would you know a qualified wealth manager if he or she were looking you in the eye? Before sitting down with Adrian, and hearing his tips on how to interview your financial advisor, I think I would have been fooled pretty quickly! In this episode, you’ll learn all about how to qualify an advisor, the questions you need to ask (and have answered fully!), and how to spot all the hidden extras that may shave the earnings off of your investment dollars.
Ep#141: The benefits and risks of property investment
[9:20] People love property and many of us grow up thinking that home ownership is one of those rights of passage into adulthood. While it very well may be, there are hidden costs and risks associated with property that you need to know. In this episode with Adrian, he talks us through all those extra fees, challenges and bumps in the road we need to look out for as we invest in property.
Connect with Adrian
Connect with Adrian at Adrian.Bliss@sjpp.asia.
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