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Thought Leader, Author, And Wealth Advisor Rocco Carriero Reveals The Three Cords To Unlocking Fulfillment (#343)
Manage episode 424054202 series 3331833
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“Know yourself and do things that align with your unique abilities.” -Rocco Carriero
In this episode of the Deep Wealth Podcast, renowned Wealth Advisor Rocco Carrero shares his expertise on wealth management, financial planning, and the balanced approach to life. Rocco, who has appeared on major media outlets and contributed to top financial publications, discusses his journey from observing business owners at his father's tailor shop to becoming a distinguished financial planner for business owners, CEOs, and entrepreneurs.
03:56 Rocco Carrero's Journey and Background
07:38 The Three Chords Approach to Life and Wealth Management
15:28 Insights on Balancing Life and Work
18:09 The Importance of Exit Planning for Business Owners
21:57 Family and Legacy Planning
24:50 Choosing the Right Advisors
31:37 Final Thoughts and Wrap-Up
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SELECTED LINKS FOR THIS EPISODE
Private Wealth Advisor | Rocco Carriero | MBA | MRPC
threecordsapproach / Instagram
Three Cords Approach / Facebook
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