NOTG - Nuggets on the Go by PropertyLimBrothers

#75: Building A Personal Brand, Finding Your Niche & Lessons from a Failed Business


Listen Later

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 ofThe 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!

 

Timestamps:

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

...more
View all episodesView all episodes
Download on the App Store

NOTG - Nuggets on the Go by PropertyLimBrothersBy Melvin Lim

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like NOTG - Nuggets on the Go by PropertyLimBrothers

View all
Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,847 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,070 Listeners

Yah Lah But by Ministry of Funny

Yah Lah But

15 Listeners

Behind the Money by Financial Times

Behind the Money

220 Listeners

FT News Briefing by Financial Times

FT News Briefing

699 Listeners

Switched On by Bloomberg

Switched On

99 Listeners

The Financial Coconut Podcast by The Financial Coconut

The Financial Coconut Podcast

3 Listeners

Deep Dive by CNA

Deep Dive

7 Listeners

Singapore's Real Estate, Explained. by JNA Real Estate

Singapore's Real Estate, Explained.

0 Listeners

The Daily Ketchup by The Daily Ketchup

The Daily Ketchup

10 Listeners

Providend's Money Wisdom by Providend Ltd

Providend's Money Wisdom

2 Listeners

PropertyBT by The Business Times

PropertyBT

0 Listeners

Money Talks by CNA

Money Talks

1 Listeners

Work It by CNA

Work It

2 Listeners

The Hop Pod by You Got Watch

The Hop Pod

0 Listeners