13 episodes
For What It's Worth Raymond James
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- Business
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4.9 • 50 Ratings
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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.
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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]
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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]
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Can market optimism coexist with a looming recession?
Raymond James Chief Investment Officer Larry Adam expects the U.S. economy to experience a recession this year – but he also forecasts a base case S&P 500 return of nearly 15%. What’s powering this dual-faceted outlook? Hear his perspective in the latest episode of For What It’s Worth. [Recorded Jan. 31, 2023]
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Concentrated wealth poses significant risks and complexities
Outsized stock positions arise in various ways, including business ownership, inheritance and investment performance over time. Ben Crayton, director of structured investments product management at Raymond James, outlines strategies that can mitigate related risks, including approaches that allow for continued ownership of the shares in question. [Recorded Oct. 5, 2022]
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The Giving Pledge, enduring generosity and charitable change
Billionaires’ public pledges make headlines, but strategic and impactful philanthropy isn’t exclusive to celebrities. Nicole Hisler, director of charitable giving at Raymond James Trust, discusses how families craft thoughtful, proactive giving plans tailored to the causes they value most. [Recorded Nov. 1, 2022]
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Encore careers, young dependents and tricky Medicare choices
What Medicare decisions have to be made if you retire early? Continue working beyond age 65? Care for young children? Contribute to an HSA? Tim Brady, Raymond James private wealth consultant, walks through important considerations. [Recorded 10/11/22]
Customer Reviews
Quick and informative
An easy, quick, interesting listen-engaging host and informative guests/topics
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.
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.