You probably aren’t passing down a railroad empire – but it’s still important to set your heirs up for success. Gentry Byrnes, Chief Fiduciary Officer of Raymond James Trust, discusses how to get started. [Recorded 4/8/19]

The early Vanderbilts illustrate a typical wealth snag

Learn how to plan, invest and live smarter with the Raymond James For What It’s Worth podcast. Featuring insights from leading professionals, For What It’s Worth brings you the latest in wealth management, market commentary and engaging research. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Paige Lenssen, CFA. Whether you already work with a trusted financial advisor or currently manage your own investment plans, For What It’s Worth provides the engaging wealth management information you value as you pursue your most important goals.

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The early Vanderbilts illustrate a typical wealth snag

The early Vanderbilts illustrate a typical wealth snag