Three Cords Approach: To Life And Wealth Management For Business Owners

Three Cords Approach: To Life And Wealth Management For Business Owners

by Rocco A. Carriero
Three Cords Approach: To Life And Wealth Management For Business Owners

Three Cords Approach: To Life And Wealth Management For Business Owners

by Rocco A. Carriero


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Balance Your Business, Balance Your Life
It’s hard enough trying to run a business, support your family, and take care of yourself. The hardest part is balancing all three. But what if you could combine those three areas of your life to make each one stronger?
In Three Cords Approach to Life and Wealth Management for Business Owners, Rocco Carriero―MBA, CRPC©, APMA―shows that just like a strong cord made of three smaller, braided cords, your life is strongest when all three aspects of it―family, business, and self―are interwoven.
Rocco delves into the many responsibilities an entrepreneur needs to manage if he or she wants to be fulfilled, both professionally and personally, including taking care of your health, balancing work and life, building a retirement portfolio, and estate and legacy planning. Rocco hits on every major part of planning it out. From your business exit plan to developing strategies for eldercare, Rocco starts with the moment you ask yourself: What’s next in life?
By sharing his journey―from learning the ropes of business in his dad’s tailor shop as a kid to tailoring multi-million dollar portfolios for clients―you will learn the steps to striking the perfect balance in your life, one cord at a time.

Product Details

ISBN-13: 9781946633088
Publisher: Advantage Media Group, Inc.
Publication date: 02/01/2019
Pages: 192
Product dimensions: 6.00(w) x 9.10(h) x 0.90(d)

About the Author

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. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.

Table of Contents

Foreword HAPPINESS... A Word from the Author The perfect fit FIRST CORD: YOURSELF What’s next in life? To your health Balancing life and work SECOND CORD: YOUR BUSINESS Your business exit plan Building a retirement portfolio Risks to your wealth THIRD CORD: YOUR FAMILY Retirement income planning Eldercare strategies Estate and legacy planning Tying the Cords Together

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