How to Find the Perfect Balance in Life and Wealth Management

<p><span style="font-weight: 400;">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. </span></p> <p> </p> <p><strong>During the show we discuss:</strong></p> <p><span style="font-weight: 400;">● The importance of having a work-life balance</span></p> <p><span style="font-weight: 400;">● The advantages of improved work-life balance</span></p> <p><span style="font-weight: 400;">● A perfect work-life balance</span></p> <p><span style="font-weight: 400;">● How to achieve balance in taking care of yourself, family, and financial </span></p> <p><span style="font-weight: 400;">● “Work to live” and “Live to Work”</span></p> <p><span style="font-weight: 400;">● Why is it challenging to balance life and business</span></p> <p><span style="font-weight: 400;">● The 3 cords approach to life and wealth management</span></p> <p><span style="font-weight: 400;">● Why are these 3 interwoven with each other</span></p> <p><span style="font-weight: 400;">● How to balance the 3 cords</span></p> <p><span style="font-weight: 400;">● How to develop the strategies in planning your life and business</span></p> <p><span style="font-weight: 400;">● The factors contributing to the success of a plan</span></p> <p><span style="font-weight: 400;">● Which of the 3 cords should you start planning</span></p> <p><s