In this latest episode of "Life Well Planned," we rejoin Megan and Josh in the year 2021 as they face the challenges and opportunities presented by a world still recovering from the COVID-19 pandemic. Megan’s and Josh's coffee business, Rose Coffee Company, took some tough hits during the pandemic, but they're determined to bounce back stronger than ever. Their 17-year-old daughter Charlotte has received exciting news of a full scholarship to UCLA, adding a new dimension to their financial planning.
As they navigate the uncertain economic landscape and supply chain disruptions, they seek guidance from their trusted Raymond James financial advisor, Andy. With Andy's expertise, they explore strategies to secure their financial future, including leveraging their real estate assets, managing interest rate risks, and preparing for potential inflation.
Join us on this episode of "Life Well Planned" to witness Megan’s and Josh's resilience, adaptability, and unwavering commitment to securing a prosperous tomorrow for their family and business. Tune in to gain valuable insights into financial planning in a post-pandemic world and discover the power of strategic thinking in uncertain times. Listen on your favourite podcast platform for expert financial advice and heartwarming family stories.
About Raymond James
Raymond 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.
What is Life Well Planned?
“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.