Summer Financial Planning Tips
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Summer Financial Planning Tips
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About this listen
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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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.