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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
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Humans vs. Retirement
SHIFT with Ross Marino
20 minutes
2 years ago
Humans vs. Retirement
Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.
SHIFT with Ross Marino
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".