Ep. 34 | Key Components of a Financial Plan

Scott Brown Financial advisor wants you to forget everything you thought you knew about money.  In this show, a respected, successful, refreshingly irreverent and often hilarious financial advisor with 37 years of experience tells you exactly what you need to know about Wall Street, what an advisor can and cannot really do for you, and how to rise above all the noise in the media – and even within your own circle of often-misguided family and friends – to build real wealth. Look away from the memes and tune in to It’s Only Money with Scott Brown. Trust us. It’ll be fun. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Matching contributions from your employer may be subject to a vesting schedule. Please consult with your financial advisor for more information. Any opinions are those of Scott Brown and not necessarily those of Raymond James. Edgewater Family Wealth 720 Rugby Street #200 Orlando, FL 32804 (407) 648-1881 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Edgewater Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. The rating is not inteneded to be an endorsment, or any way indicative of the advisors abilities to provide investment advise or managment. This podcast is intended for informational purposes only.  www.EdgewaterFamilyWealth.com

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Scott Brown Financial advisor wants you to forget everything you thought you knew about money. In this show, a respected, successful, refreshingly irreverent and often hilarious financial advisor with 37 years of experience tells you exactly what you need to know about Wall Street, what an advisor can and cannot really do for you, and how to rise above all the noise in the media – and even within your own circle of often-misguided family and friends – to build real wealth. Look away from the memes and tune in to It’s Only Money with Scott Brown. Trust us. It’ll be fun.Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Matching contributions from your employer may be subject to a vesting schedule. Please consult with your financial advisor for more information. Any opinions are those of Scott Brown and not necessarily those of Raymond James.Edgewater Family Wealth720 Rugby Street #200 Orlando, FL 32804(407) 648-1881Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Edgewater Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.The rating is not inteneded to be an endorsment, or any way indicative of the advisors abilities to provide investment advise or managment. This podcast is intended for informational purposes only. www.EdgewaterFamilyWealth.com

Scott Brown Financial advisor wants you to forget everything you thought you knew about money.&nbsp; In this show, a respected, successful, refreshingly irreverent and often hilarious financial advisor with 37 years of experience tells you exactly what you need to know about Wall Street, what an advisor can and cannot really do for you, and how to rise above all the noise in the media – and even within your own circle of often-misguided family and friends – to build real wealth. Look away from the memes and tune in to It’s Only Money with Scott Brown. Trust us. It’ll be fun. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Matching contributions from your employer may be subject to a vesting schedule. Please consult with your financial advisor for more information. Any opinions are those of Scott Brown and not necessarily those of Raymond James. Edgewater Family Wealth 720 Rugby Street #200 Orlando, FL 32804 (407) 648-1881 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Edgewater Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. The rating is not inteneded to be an endorsment, or any way indicative of the advisors abilities to provide investment advise or managment. This podcast is intended for informational purposes only.&nbsp; www.EdgewaterFamilyWealth.com

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Ep. 34 | Key Components of a Financial Plan

Ep. 34 | Key Components of a Financial Plan