Life Well Planned
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Innhold levert av Raymond James Ltd. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Raymond James Ltd eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
“Life Well Planned" is a captivating podcast series that traces the remarkable financial journey of the Smith family, from an unexpected inheritance in the year 2000 to their thriving coffee business, securing their children's education, overcoming personal challenges, and gracefully entering retirement in their 70s. Through six insightful episodes, listeners will witness the Smiths' evolution, guided by their trusted Raymond James financial advisor, Andy Reynolds. This series explores the profound impact of strategic financial planning, philanthropic endeavours, and the critical importance of estate planning in leaving a lasting legacy. Join us as we follow this family's inspiring path to financial security and prosperity, offering valuable insights and expert advice for your own wealth-building journey.
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7 episoder