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“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 p ...
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In the final episode of "Life Well Planned," we revisit the lives of Josh and Megan, now in their 70s, enjoying their well-deserved retirement with their children, Charlotte and Rory, who are now in their 40s. The episode delves into the joys and challenges of retirement, family dynamics, and the importance of meticulous financial planning. As the …
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In the concluding episode of "Life Well Planned," we fast forward to the year 2033 to catch up with Megan and Josh as they navigate the challenges and triumphs of their life together. With their successful coffee business, Rose Coffee Company, flourishing and their children all grown up, the couple is contemplating their legacy and ways to give bac…
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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 tha…
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In this latest episode of "Life Well Planned," we rejoin Megan and Josh as their coffee business, Rose Coffee Company, continues to thrive and expand in the bustling city of Vancouver. The year is now 2012, and their journey takes an exciting turn as they consider new avenues for growth, including expanding their coffee empire internationally. With…
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In the latest episode of "Life Well Planned," we rejoin Josh and Megan as they venture into the world of entrepreneurship, aiming to fulfill their dream of opening a coffee business. With guidance from their trusted Raymond James advisor, Andy, they navigate the challenges of securing financing, setting up their business, and making crucial financi…
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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, ex…
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Preview: 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 …
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