The Financial Coconut Podcast Real Life $100k Surplus Framework: Chief Actuary's Financial Portfolio [Chills 223 ft Alex Lee, President of SG Actuarial Society]
What if you could retire decades earlier without a CEO’s salary?
Meet Alex Lee—former insurance regulator, ex-CFO, and Chief Actuary— he’s the brains behind some of the most critical financial models in healthcare and insurance, and now, he’s spilling the tea on how he retired early without sacrificing security or happiness.
He reveals:
- The "F-You Money" Mindset: How living below his means gave him the courage to speak truth to power (and why it accelerated his career)
- Insurance Secrets You’ve Never Heard: Why he SKIPS critical illness coverage (and what he buys instead)
- The Real Cost of "Upgrading" Your Life: Why he still lives in an HDB flat despite peers flipping condos
- Retirement Reimagined: His 3-phase "Plan A, B, C" strategy for working only on his terms
This episode pulls no punches: from calling out industry whistleblowing to explaining why "whole life insurance is a scam."
Whether you’re dreaming of retiring early, curious about actuarial science, or just trying to live a smarter financial life, this conversation will give you serious food for thought.
Get ready for radical honesty, actuarial math, and actionable strategies to build freedom—without the fluff.
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