Life Well Planned
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Kandungan disediakan oleh Raymond James Ltd. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Raymond James Ltd atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod