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 guidance from their trusted Raymond James financial advisor, Andy, they explore financing options, real estate investments, and even delve into their children's education savings. As they navigate the complexities of entrepreneurship and financial planning, listeners are in for a rollercoaster ride of dreams, challenges, and aspirations. Join us on this episode of "Life Well Planned" to discover how Megan and Josh chart their course towards a prosperous future, one coffee cup at a time. Tune in on your favourite podcast platform for expert financial advice and inspiring family stories.

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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.

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