16 episodes

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.

For What It's Worth Raymond James

    • Business
    • 4.9 • 50 Ratings

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.

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

    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
    • video
    Guard against email hacks and other dangerous scams

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

    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
    • video
    Your heirs want transparent, proactive conversations

    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]

    • 18 min
    • video
    Is this a bull market – and will it last?

    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
    • video
    Wildfires, carbon sinks and the value of forestry policy

    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

Customer Reviews

4.9 out of 5
50 Ratings

50 Ratings

Dawn Aurora 96 ,

Quick and informative

An easy, quick, interesting listen-engaging host and informative guests/topics

Kevin.N! ,

Great Content

I’ve thoroughly enjoyed these podcasts and have found the content relevant and engaging. They’re relatively short and a quick listen while on the way to work.

TgMcClinton ,

Great finance based podcast.

Great finance and investment based podcast! While also discussing finance outright, the host and guests explore a variety of current topics and how they correlate with investing, planning, etc. in a way that will probably have you looking at things in a new light. The shorter runtime makes the information easy to digest; there’s a good balance between touching on topics in detail without going too far into the weeds.

5 stars. Would recommend to anyone who is looking for a podcast that combines finance and current events, and why you should be thinking about the two together.

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