The Advantaged Investor

Summer Financial Planning Tips

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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

       

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