Jul 30, 2022
In this Swift Chat episode, Marie Swift speaks with Mitch Martin, founder and CEO of Stonebridge Wealth Management, about his work specializing in financial planning for clients in the arts, entertainmentm and sports industries. The two discuss his passion to give people who have acquired wealth suddenly a person they...
Jul 15, 2022
Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners
Stephen J. Resch, Vice President of Retirement Strategies of Finance...
Jul 5, 2022
- Shawna Ohm, Founder of Content 151
- Katryna Deligiannis, Senior Social Media Manager at Morningstar