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    How I Serve with Ross Marino (EP176)
    Jay Coulter, CFP®, CIMA®
    • Apr 27, 2021

    How I Serve with Ross Marino (EP176)

    Ross Marino has endured a lot of obstacles in his life to reach where he is today. He shares his journey and new book "Shaping Change".
    Shaping Wealth and Funded Contentment with Brian Portnoy (EP 166)
    Jay Coulter, CFP®, CIMA®
    • Mar 29, 2021

    Shaping Wealth and Funded Contentment with Brian Portnoy (EP 166)

    Financial Wellness expert Brian Portnoy of Shaping Wealth comes on to discuss his 'Funded Contentment' framework.
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