Retirement Planning, Decision Making, and Dealing with the Unexpected

Advisor Success Series

English - September 03, 2021 19:02 - 27 minutes - 14 MB - ★★★★ - 6 ratings
Investing Business etfs advisory finance financialadvisor investing investments markets Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: A Look at the Regulatory Landscape with Korrine Kohm

Next Episode: Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors

In this episode, we are joined by Ross Marino. Ross is the founder of Transitus Wealth Partners and has been working as an advisor for over 30 years. We discuss Ross' philosophy around decision making, how to prioritize, and how he works with clients in the moments that come up unexpectedly. He is also the founder of Advisor 2x, a company that has hosted over 1000 events and conferences for financial advisors. His new book: Shaping Change: How to Respond When Life Disrupts your Retirement Plan, which he co-wrote with Susan Bradley, is available now.