Life and Wealth Management for Business Owners with Rocco Carriero

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.

We chat about:

• Why Rocco wrote his book Three Cords Approach to Life and Wealth Management for Business Owners
• The “three cords” to life: business, family, and yourself.
• The first step to interweaving all three braids into one strong cord
• Attaining work-life balance
• Prioritizing one’s own health
• Risks to wealth
• Building a retirement portfolio for personal fulfillment
• What does retirement look like for a business owner?
• How soon should people be considering eldercare?
• Legacy and estate planning

Connect with Rocco Carriero!

• Website: https://roccoacarriero.com
• LinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-apma-56555317/

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