Life Well Planned
Marcar todo como (no) reproducido ...
Series en casa•Feed
Manage series 3534745
Contenido proporcionado por Raymond James Ltd. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Raymond James Ltd o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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.
…
continue reading
7 episodios