20 min
Navigating a Windfall Life Well Planned
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- Investing
In the inaugural episode of "Life Well Planned," we journey back to the year 2000 to meet Megan and Josh, a young couple navigating life's financial challenges. When Megan inherits $250,000 from her grandmother, they face crucial decisions that will shape their future. Join them as they seek guidance from financial advisor Andy at Raymond James, exploring their goals, dreams, and the importance of smart financial planning. Discover how they aim to build a prosperous future while avoiding the pitfalls of financial trends and market volatility. Start your own journey to financial success with Megan and Josh in this engaging episode.
About Raymond JamesRaymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Solus Trust Company and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s web pages for applicable corporate, regulatory or membership information.
© 2023 Raymond James Ltd. All rights reserved.
Disclaimer:This podcast is for informational purposes only. Statistics and factual data and other information are from sources Raymond James Ltd. believes to be reliable, but their accuracy cannot be guaranteed. Information is furnished on the basis and understanding that Raymond James Ltd. is to be under no liability whatsoever in respect thereof. It is provided as a general source of information and should not be construed as an offer or solicitation for the sale or purchase of any product and should not be considered tax advice. Raymond James Ltd. advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Securities-related products and services are offered through Raymond James Ltd. member of the Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Limited, which is not a member of Canada. Investor protection fund. Certain services mentioned in this series such as mortgages are not offered by Raymond James Ltd. due to Regulatory restrictions and are provided for information purposes only. Inspired by true events.
In the inaugural episode of "Life Well Planned," we journey back to the year 2000 to meet Megan and Josh, a young couple navigating life's financial challenges. When Megan inherits $250,000 from her grandmother, they face crucial decisions that will shape their future. Join them as they seek guidance from financial advisor Andy at Raymond James, exploring their goals, dreams, and the importance of smart financial planning. Discover how they aim to build a prosperous future while avoiding the pitfalls of financial trends and market volatility. Start your own journey to financial success with Megan and Josh in this engaging episode.
About Raymond JamesRaymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Solus Trust Company and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s web pages for applicable corporate, regulatory or membership information.
© 2023 Raymond James Ltd. All rights reserved.
Disclaimer:This podcast is for informational purposes only. Statistics and factual data and other information are from sources Raymond James Ltd. believes to be reliable, but their accuracy cannot be guaranteed. Information is furnished on the basis and understanding that Raymond James Ltd. is to be under no liability whatsoever in respect thereof. It is provided as a general source of information and should not be construed as an offer or solicitation for the sale or purchase of any product and should not be considered tax advice. Raymond James Ltd. advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Securities-related products and services are offered through Raymond James Ltd. member of the Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Limited, which is not a member of Canada. Investor protection fund. Certain services mentioned in this series such as mortgages are not offered by Raymond James Ltd. due to Regulatory restrictions and are provided for information purposes only. Inspired by true events.
20 min