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Shaping Wealth Management with Brian Portnoy
Manage episode 348690333 series 2946070
Indhold leveret af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
On this episode of SHIFT Brian Portnoy, Founder of Shaping Wealth, joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment.
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