A Life Well Planned
podcast.
Join us as we follow the Smith family's inspiring path to financial security and prosperity with the Raymond James Ltd., A Life Well Planned podcast.
Equity Market Update
May 15, 2024
Listen to our podcast with Neil Linsdell.
Markets & Investing
Nudge Theory and the Power of Positive Patterns
January 29, 2024
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Life Events, Lifestyle & Technology
Financial Planning Myths
May 16, 2024
Check out our latest Client Insights webinar!
Retirement & Estate Planning
Turning Non-Deductible Mortgage Interest into Tax Deductible Investment Loan Interest
May 15, 2024
Analysis from a tax practitioner on the strategy’s risks and requirements.
Tax Planning
Post-disaster relief resources
October 4, 2023
In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.
Business Ownership
Fixed Income Update
May 6, 2024
Listen to our podcast with Harvey Libby.
Markets & Investing