How to Find the Perfect Balance in Life and Wealth Management

The Business Credit and Financing Show

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation.

During the show we discuss:

● The importance of having a work-life balance

● The advantages of improved work-life balance

● A perfect work-life balance

● How to achieve balance in taking care of yourself, family, and financial

● “Work to live” and “Live to Work”

● Why is it challenging to balance life and business

● The 3 cords approach to life and wealth management

● Why are these 3 interwoven with each other

● How to balance the 3 cords

● How to develop the strategies in planning your life and business

● The factors contributing to the success of a plan

● Which of the 3 cords should you start planning

● How to manage your personal life while running your business

● The techniques for establishing work-life balance

● The key to a successful wealth management

● Tips to live your best life

Show resources:

https://roccoacarriero.com/