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Podcast:  Monetary Nicely-Being: A Holistic Method with Brian Portnoy from Shaping Wealth

admin — June 9, 2024 0 comment
In episode 75 of the NewRetirement Podcast, Brian Portnoy, founding father of Shaping Wealth, emphasizes holistic well-being contained in the context of financial planning. He discusses his journey in finance and behavioral... Read more »

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