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Shaping Wealth Management with Brian Portnoy
Manage episode 348690333 series 2946070
Konten disediakan oleh Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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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