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Elevate your skills in delivering impactful behavioral advice and build a foundation for a human-centered approach to financial planning.
In this month’s Chopping Wealth, Brian talks to Barry Ritholtz, Founder and Chief Investment Officer of Ritholtz Wealth Management and host of Bloomberg’s “Masters in Business” po
$149 Per Year
Earn unlimited CE credits while engaging with our content. Access hours of CE-approved material with just a click. Enjoy everything Compass Core offers, plus:
Christine Benz is Morningstar’s director of personal finance and retirement planning, co-hosts “The Long View” podcast, and is frequently quoted in The New York Times, WSJ, and CNBC.
CE
1 hour
$150 Per Month / $1,500 Per Year
Unlock the full range of behavioral coaching and content with our top-tier subscription. This level gives you complete access to all Compass features, including live sessions with the Shaping Wealth team.
True wealth isn’t just money—it’s the invisible assets of time, health, and relationships. Time is our most finite resource that compounds when used intentionally. Health provides the f