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SHIFT with Ross Marino
Ross Marino, CFP®, CPFA, CeFT®
74 episodes
8 months ago
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
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Investing
Business
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All content for SHIFT with Ross Marino is the property of Ross Marino, CFP®, CPFA, CeFT® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/29/d1/15/29d11545-1d01-693e-957c-675009e69bcb/mza_14536078779682233578.jpg/600x600bb.jpg
Understanding the Money Story with Ed Coambs
SHIFT with Ross Marino
11 minutes
2 years ago
Understanding the Money Story with Ed Coambs
Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
SHIFT with Ross Marino
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".