18 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 • 48 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
    Let’s decode the most important Social Security factors

    Let’s decode the most important Social Security factors

    Your individualized Social Security strategy should reflect your life expectancy, work history, spousal situation and tax profile. Bob Spence, manager of Raymond James’ financial planning consultant team, sheds some light on this important and complex retirement income source. [Recorded 7/29/21]

    • 23 min
    • video
    The outlook for vaccines, variants and elusive herd immunity

    The outlook for vaccines, variants and elusive herd immunity

    How do COVID-19 vaccines perform against the delta variant? When is FDA approval expected? And is herd immunity really achievable?

    Raymond James Biotechnology Analyst Steve Seedhouse, Ph.D., addresses these questions and more in the latest episode of For What It’s Worth. Hear him discuss the latest data around vaccine effectiveness, the transition from pandemic to possible endemic and how COVID-prompted innovation may open the door for the prevention of other illnesses. [Recorded 8/3/21]

    • 16 min
    • video
    Has oil recovered from the most disruptive event in decades?

    Has oil recovered from the most disruptive event in decades?

    In the last year, the oil market has contended with a pandemic, pipeline cyberattack and significant Iranian election. Raymond James Energy Analyst Pavel Molchanov discusses how these inflection points have impacted the industry. [Recorded 6/21/21]

    • 28 min
    • video
    Give your financial privacy an added boost

    Give your financial privacy an added boost

    Your trusted financial institutions should have solid privacy protocols in place. But you can take steps to protect sensitive information on your end, too. Hear from Raymond James Chief Privacy Officer Rob Patchett. [Recorded 5/13/21]

    • 20 min
    • video
    Let’s talk policy: taxes, trillions and the first 100 days

    Let’s talk policy: taxes, trillions and the first 100 days

    What can long-term investors expect in terms of tax adjustments, regulation changes and additional economic stimulus? Raymond James Washington Policy Analyst Ed Mills weighs in. [Recorded 5/11/21]

    • 21 min
    • video
    Individuals with disabilities face added planning challenges

    Individuals with disabilities face added planning challenges

    For people with disabilities, establishing a holistic wealth strategy can be all the more important, explains Will Lucius, director of special needs trusts at Raymond James Trust. These investors often face additional planning considerations that include aid eligibility, benefits coordination, income replacement and coverage of disability-related expenses. [Recorded 3/25/21]

    • 24 min

Customer Reviews

4.9 out of 5
48 Ratings

48 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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