Thought Leader, Author, And Wealth Advisor Rocco Carriero Reveals The Three Cords To Unlocking Fulfillment (#343)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

“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

@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

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