• Summer Financial Planning Tips

  • Jul 8 2024
  • Length: 15 mins
  • Podcast

Summer Financial Planning Tips

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  • Summary

  • Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

    • In your opinion how does a financial planner help with investor success?
    • How important is it for your plan to evolve as you do and your situation changes?
    • Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
    • What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
    • At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
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