25: The Three Chords Approach With Rocco Carriero

Strategic Financial Leadership

When it comes to managing one’s money, it is easy to fall into a myopic approach based on returns and growth, without considering the broader view of life. Of course, there is a balance in all things and this is true with wealth management—live recklessly without saving for the future and there may be major consequences or pinch every penny and delay spending the money, and one may not see the future to fully benefit from it. That is why a comprehensive approach that includes the most important areas of one’s life—personal, business, and family is so critical.
Today’s guest is going to introduce his concept of the three cords and how when interwoven, they can strengthen one another, creating a foundation for a life completely aligned with one’s most important goals.

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.
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• Check out our free masterclass "The Surprising Path to Excellence".

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Rocco's book: https://roccoacarriero.com/book/