For What It’s Worth Podcast

Featuring insights from leading professionals, these episodes bring you the latest in wealth management, market commentary and engaging research.

Technology

Let’s Talk Privacy, Tech Toys and Tax Fraud [AUDIO]

January 9, 2019

Want to keep your personal information and identity secure? Andy Zolper, Chief Information Security Officer, offers actionable tips.

Retirement

Don’t Fall Prey to These Common Planning Errors [AUDIO]

December 11, 2018

“Health and wealth are so intertwined,” shares Frank McAleer, head of Wealth Planning – so be sure both are accounted for in your financial plan.

Giving

’Tis the Season to Start a Charitable Tradition [AUDIO]

November 15, 2018

Inspired to give back? Learn about charitable trends and how your family can make a difference. Featuring Raymond James Trust President Joe Weaver.

Investment Strategy

What You Need to Know About the 2019 Markets [AUDIO]

January 22, 2019

Expectations for the economy, volatility, stocks and more – Chief Investment Officer Larry Adam addresses it all in this 15-minute episode.

Retirement

Is Social Security Going Broke? [AUDIO]

December 27, 2018

What is the Social Security trust fund, and what happens when it depletes? Financial planning consultant Bonnie Harper weighs in.

Investment Strategy

Are You Sabotaging Your Portfolio’s Success? [AUDIO]

November 27, 2018

Don’t make investing more complicated than it needs to be.

Economy

What Can We Expect from the Midterm Elections? [AUDIO]

October 30, 2018

Washington Policy Analyst Ed Mills discusses the upcoming election, the possibility of additional tax cuts and recent international policy moves.