Life Well Planned
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Manage series 3534745
Raymond James Ltd에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Raymond James Ltd 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
“Life Well Planned" is a captivating podcast series that traces the remarkable financial journey of the Smith family, from an unexpected inheritance in the year 2000 to their thriving coffee business, securing their children's education, overcoming personal challenges, and gracefully entering retirement in their 70s. Through six insightful episodes, listeners will witness the Smiths' evolution, guided by their trusted Raymond James financial advisor, Andy Reynolds. This series explores the profound impact of strategic financial planning, philanthropic endeavours, and the critical importance of estate planning in leaving a lasting legacy. Join us as we follow this family's inspiring path to financial security and prosperity, offering valuable insights and expert advice for your own wealth-building journey.
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