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 family gathers for a year-end meeting to discuss their philanthropic endeavours through the family foundation, they reminisce about their journey, from Megan’s and Josh's unexpected inheritance in 2000 to the growth of their coffee business and their commitment to giving back to the community. Along the way, their trusted Raymond James financial advisor, Andy, has been their guiding light, ensuring their financial security and success.

The conversation takes a poignant turn as Megan and Josh discuss estate planning, power of attorney, healthcare directives, and the Letter of Wishes. They also address the possibility of divorce in their children's marriages and how to protect their assets for future generations.

In this heartfelt and informative episode, the importance of comprehensive financial planning, strong family bonds, and the enduring legacy of the family's philanthropy is explored. Listeners will gain valuable insights into estate planning, charitable giving, and the significance of securing a prosperous future for themselves and their loved ones.

Join us for the final installment of "Life Well Planned," where we celebrate the culmination of a lifetime of smart and savvy financial planning and reflect on the enduring power of family and philanthropy. Listen on your preferred podcast platform and discover the secrets to securing your own bright future.

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.

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 back to the community that has supported them.

As Charlotte, Rory, and Megan come together for a family dinner, they discuss their plans for the future, including the possibility of selling the business or passing it down to the next generation. The episode explores the dynamics of family, business, and love as Megan and Josh reflect on their journey and ponder the legacy they want to leave behind.

Meanwhile, Megan consults with their trusted Raymond James financial advisor, Andy, to ensure their retirement plans align with their desires to support charitable causes and secure their family's financial future. The episode delves into topics such as philanthropy, estate planning, and the intricacies of transitioning a family-owned business.

Join us for this heartfelt and thought-provoking episode of "Life Well Planned," where the past, present, and future of Megan’s and Josh's family are intertwined with financial planning, love, and the pursuit of a meaningful legacy. Tune in for valuable insights into retirement planning, estate management, and the enduring bonds of family. Listen on your preferred podcast platform and discover the power of smart and savvy financial planning for a prosperous tomorrow.

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.

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.