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.

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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.

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