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Retirement Advising with "The Bucket Plan" Author Jason L. Smith
Manage episode 328188335 series 2946070
Content provided by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode of Shaping Change Ross Marino interviews Jason L. Smith, Author and Founder & CEO of C2P Enterprises and J L Smith Group. They discuss key points from his book “The Bucket Plan” and his upcoming book “The Rainmaker Multiplied” that details his life and background in financial services.
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