Living Richer

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Living Richer Wealth Management

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Podcast data

Created By Living Richer Wealth Management

Podcast Status active

Started 02/12/2020

Latest Episode 07/12/2021

Release Period Episodic

Episodes 16

Partner Reviews 0

Language English

Frequency 585

Average Length 27 minutes and 27 seconds

Country United States

Global Rank TOP 1%

Description

We all want to live a richer and more fulfilled life, and with smart financial planning, it’s possible. That’s what the Living Richer podcast is all about – helping you to align your means with the things that mean most to you, so that you can enjoy your life today, while planning for tomorrow. Living Richer is Hosted by Mark Shimkovitz, Vice President at Raymond James Ltd. and head of the Living Richer Wealth Management team. Mark's been a financial advisor for over 25 years and takes a life-goals financial planning approach. Living Richer will give you the knowledge, tools and strategies to clarify your goals and priorities, invest wisely and avoid common mistakes. Mark will help you understand how to develop and implement a personalized financial plan that will put you on the right track and keep you moving toward your goals through life’s many transitions. So whether you are just starting out on your financial journey, or well on your way, Living Richer will have something to offer you. Information in this podcast is from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell securities. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. The views are those of Mark Shimkovitz, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their investment advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Securities-related products and services are offered through Raymond James Ltd., member - Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a member - Canadian Investor Protection Fund.
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Episodes
- #613149 - Ep. 16 Understanding Wills
  
  3 years ago
  
  #613149 - Ep. 16 Understanding Wills
- #613150 - Ep. 15 What to Expect When You're Expecting - The Money Edition
  
  3 years ago
  
  #613150 - Ep. 15 What to Expect When You're Expecting - The Money Edition
- #613151 - Ep. 14 Insurance Strategies for Income Generation, Tax Savings and Estate Planning
  
  4 years ago
  
  #613151 - Ep. 14 Insurance Strategies for Income Generation, Tax Savings and Estate Planning
- #613152 - Ep. 13 Insurance Strategies to Reduce Tax and Build Wealth
  
  4 years ago
  
  #613152 - Ep. 13 Insurance Strategies to Reduce Tax and Build Wealth
- #613153 - Ep. 12 Are You Too Young for Insurance?
  
  4 years ago
  
  #613153 - Ep. 12 Are You Too Young for Insurance?
Reviews
- There are no reviews yet
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Living Richer

Living Richer

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Podcast data

Description

Agent Outreach

Episodes

#613149 - Ep. 16 Understanding Wills

#613149 - Ep. 16 Understanding Wills

#613150 - Ep. 15 What to Expect When You're Expecting - The Money Edition

#613150 - Ep. 15 What to Expect When You're Expecting - The Money Edition

#613151 - Ep. 14 Insurance Strategies for Income Generation, Tax Savings and Estate Planning

#613151 - Ep. 14 Insurance Strategies for Income Generation, Tax Savings and Estate Planning

#613152 - Ep. 13 Insurance Strategies to Reduce Tax and Build Wealth

#613152 - Ep. 13 Insurance Strategies to Reduce Tax and Build Wealth

#613153 - Ep. 12 Are You Too Young for Insurance?

#613153 - Ep. 12 Are You Too Young for Insurance?

Reviews

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