A Life Well Planned
podcast.
Join us as we follow the Smith family's inspiring path to financial security and prosperity with the Raymond James Ltd., A Life Well Planned podcast.
Insights and Strategies
May 1, 2024
Housing Crisis: Looking Back and Forward
Markets & Investing
Nudge Theory and the Power of Positive Patterns
January 29, 2024
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Life Events, Lifestyle & Technology
Preparing for Retirement | Non-Financial Retirement Planning
April 15, 2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning
2024 AMT Changes - Could You Be Impacted?
April 29, 2024
April 26, 2024 update following the release of the 2024 Federal Budget.
Tax Planning
Post-disaster relief resources
October 4, 2023
In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.
Business Ownership
Quarterly Canadian Investment Strategy Outlook
April 25, 2024
Watch our latest Client Insights webinar.
Markets & Investing