For What It's Worth

Raymond James
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For What It's Worth

Learn how to plan, invest and live smarter with the Raymond James For What It’s Worth podcast. Featuring insights from leading professionals, For What It’s Worth brings you the latest in wealth management, market commentary and engaging research. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Paige Lenssen, CFA. Whether you already work with a trusted financial advisor or currently manage your own investment plans, For What It’s Worth provides the engaging wealth management information you value as you pursue your most important goals.

  1. 2023-11-13 · VIDÉO

    The results are in – families want to give back and give big

    As we head into the (statistically) most charitable time of the year, aggregate U.S. giving is poised for a rebound from last year’s softened figures. Nicole Hisler, director of charitable solutions at Raymond James Trust, discusses philanthropic trends and important reminders for year-round generosity. [Recorded Aug. 17, 2023]

    17 min

  2. 2023-10-04 · VIDÉO

    Guard against email hacks and other dangerous scams

    How do fraudsters compromise email accounts, and what steps can you take to protect yours? Review timeless tips for sidestepping both high- and low-tech scams, courtesy of Christa Far, Raymond James director of anti-money laundering and financial crimes management. [Recorded Aug. 15, 2023]

    22 min

  3. 2023-09-11 · VIDÉO

    Wills, trusts, POAs and directives: What’s the difference?

    Essential estate planning documents help ensure your intentions will be honored, especially if you’re not in a position to express them yourself. Liz Ochoa, Raymond James private wealth strategist, discusses the differences between some of these powerful documents and shares which ones should be established as early as age 18. [Recorded Aug. 3, 2023]

    17 min

  4. 2023-08-22 · VIDÉO

    Your heirs want transparent, proactive conversations

    When it comes to planning for the future of your wealth – and the impact it will have beyond your lifetime – what matters most? Joe Weaver, president of Raymond James Trust, discusses the critical role that proactive communication plays in a successful wealth transfer. [Recorded July 27, 2023]

    19 min

  5. 2023-07-18 · VIDÉO

    Is this a bull market – and will it last?

    All three major U.S. equity indices showed remarkable strength through the first half of 2023. Can they sustain this level of performance, or is a long-predicted recession lurking in the quarters ahead? Raymond James Chief Investment Officer Larry Adam shares his midyear investing outlook. [Recorded July 11, 2023]

    15 min

  6. 2023-06-26 · VIDÉO

    Wildfires, carbon sinks and the value of forestry policy

    Did you know that American forests offset 12% of total U.S. emissions? With wildfires back in the headlines, Energy Analyst Pavel Molchanov discusses the crucial role of reforestation efforts. [Recorded June 14, 2023]

    27 min

  7. 2023-04-20 · VIDÉO

    Will ChatGPT (and the AI behind it) revolutionize our lives?

    Powered by generative artificial intelligence, OpenAI's ChatGPT has demolished prior records while becoming the fastest consumer application in history to reach 100 million users. What's behind its meteoric rise? Kemal Kvakic, Raymond James IT head of innovation, discusses what sets this innovation apart – and what risks it poses. [Recorded April 6, 2023]

    33 min

  8. 2023-03-16 · VIDÉO

    The delicate juncture of estate planning and substance abuse

    Determining how you want your wealth distributed at the time of your passing can be challenging and emotional. For many families, this complexity is heightened by the presence of addiction or substance abuse among heirs. Will Lucius, chief trust officer at Raymond James Trust, discusses planning approaches available to affected families and why they may choose to include or exclude specific substance abuse provisions in their estate documents. [Recorded Feb. 21, 2023]

    18 min
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À propos

Learn how to plan, invest and live smarter with the Raymond James For What It’s Worth podcast. Featuring insights from leading professionals, For What It’s Worth brings you the latest in wealth management, market commentary and engaging research. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Paige Lenssen, CFA. Whether you already work with a trusted financial advisor or currently manage your own investment plans, For What It’s Worth provides the engaging wealth management information you value as you pursue your most important goals.

Informations

  • Créateur
    Raymond James
  • Années d’activité
    2019 - 2023
  • Épisodes
    16
  • Classement
    Tout public
  • Copyright
    © Raymond James
  • Site Web de l’émission
    For What It's Worth

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