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.

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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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