Artwork

Content provided by Deep Wealth by Jeffrey Feldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deep Wealth by Jeffrey Feldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

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

37:43
 
Share
 

Manage episode 424054202 series 3331833
Content provided by Deep Wealth by Jeffrey Feldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deep Wealth by Jeffrey Feldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

344 episodes

Artwork
iconShare
 
Manage episode 424054202 series 3331833
Content provided by Deep Wealth by Jeffrey Feldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deep Wealth by Jeffrey Feldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

344 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide