SHIFT with Ross Marino
Ross Marino, CFP®, CPFA, CeFT®
Preventing Trust Fund Monsters with Steve Lockshin
JAN 5, 2024
17 MIN
Preventing Trust Fund Monsters with Steve Lockshin
JAN 5, 2024
17 MIN
Play Episode
Description
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".