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תוכן מסופק על ידי Deep Wealth by Jeffrey Feldberg. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Deep Wealth by Jeffrey Feldberg או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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Thought Leader, Author, And Wealth Advisor Rocco Carriero Reveals The Three Cords To Unlocking Fulfillment (#343)

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Manage episode 424029202 series 3308092
תוכן מסופק על ידי Deep Wealth by Jeffrey Feldberg. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Deep Wealth by Jeffrey Feldberg או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

“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

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Private Wealth Advisor | Rocco Carriero | MBA | MRPC

@roccoacarriero / X

threecordsapproach / Instagram

Three Cords Approach / Facebook

Rocco A. Carriero, MBA, CRPC, APMA - Rocco A. Carriero Wealth Partners - Southampton, New York, United States | LinkedIn

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive
Contact Deep Wealth:

Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!

  continue reading

348 פרקים

Artwork
iconשתפו
 
Manage episode 424029202 series 3308092
תוכן מסופק על ידי Deep Wealth by Jeffrey Feldberg. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Deep Wealth by Jeffrey Feldberg או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

“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

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Private Wealth Advisor | Rocco Carriero | MBA | MRPC

@roccoacarriero / X

threecordsapproach / Instagram

Three Cords Approach / Facebook

Rocco A. Carriero, MBA, CRPC, APMA - Rocco A. Carriero Wealth Partners - Southampton, New York, United States | LinkedIn

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive
Contact Deep Wealth:

Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!

  continue reading

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