Shows
The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and LifeThought Leader, Author, And Wealth Advisor Rocco Carriero Reveals The Three Cords To Unlocking Fulfillment (#343)Send us a text“Know yourself and do things that align with your unique abilities.” -Rocco CarrieroIn 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 Background07:38 The Three...2024-06-1737 min
THINK Business with Jon DwoskinSpeed Round with Rocco Carriero Dive into an engaging speed round from THINK Business LIVE with Jon Dwoskin and Wealth Advisor, Rocco A. Carriero. These quick-fire questions and candid answers reveal best advice, favorite books, and personal insights. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon’s Book: The Think Big Movement: Grow your business big. Very Big! Conn...2024-01-1001 min
THINK Business with Jon DwoskinWealth Advice 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 Al...2023-11-1421 min
THINK Business with Jon DwoskinWhere's Your Stuck: Overcoming Stuck Points in Business This powerful clip from THINK Business LIVE with Jon Dwoskin and Wealth Advisor, Rocco A. Carriero, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon’s Book: The Think Big Movement: Grow your business...2023-10-1402 min
Get Your FILL, Financial Independence and Long LifeCrack the Entrepreneur Code with Rocco CarrieroAre you an entrepreneur?
Are you struggling managing your finances?
Get advice from Rocco Carriero to help business owners create a financial plan.
Watch the video
About Rocco:
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...2023-08-2834 min
Winners Find a WayThe Three Cords Approach: Rocco Carriero's Guide to Wealth ManagementCoach Trent M Clark - A mentor, investor, entrepreneur, speaker, and NIL expert - speaks with @Rocco Carriero, one of the top people in wealth management, Author of THREE CORDS APPROACH, and son of an Italian immigrant. Rocco's story of growing up with his 30+ cousins and the family's determination to 'make it' in the USA as he watched his father tailor for wealthy people who wanted fine Italian suits and his father hustled to create a better life for his family. Rocco's 'setback to stardom' moment was being kicked out of school...2023-08-1139 min
Get Down To Business with Scott "Shalom" KleinPodcast of “Get Down To Business” – 07/30/2023 - Henry Mintzberg, Rocco Carriero, Eunicia Peret and Penny TremblayJoin Scott "Shalom" Klein on his weekly radio show, Get Down To Business with guests:
Henry Mintzberg
Rocco Carriero
Eunicia Peret
Penny Tremblay
2023-07-2640 min
THINK Business with Jon DwoskinKey Things on Wealth Management 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 Al...2023-07-1512 min
What's Your 1 More?Ep. 64 - Balancing Life, Wealth, and Business for Success with Rocco CarrieraWant to thrive in business? Then there’s a critical component you can’t ignore—yourself! Today we sit down with Rocco Carriero, author, manager of $750 million in assets, and advisor to business owners and entrepreneurs. His new book, "Three Chords Approach to Life for Wealth Management for Business Owners," reveals how to prioritize one's values to make time for the essential things in life. In this episode, Rocco takes us through his journey from South Hampton, New York, to becoming a sought-after financial expert. He shares his expert perspective on the seasonality of business and real estate growth and hi...2023-06-0728 min
Choppin with FireGetting it Done Feat Rocco CarrieroThe life of an entrepreneur is not an easy path. When an entrepreneur sees success, it is very rewarding, but what people don’t tend to see is the amount of work that goes into the business. This path can be a consuming path so Rocco has helped with this by educating on his book and discussing the 3 cords approach.Book Link:https://www.amazon.com/Three-Cords-Approach-audiobook/dp/B07N34CLC4/ref=sr_1_1?crid=2UUJ7SIAK46BG&keywords=3+cords+rocco+carriero&qid=1684640413&sprefix=3+cords+rocco+carriero%2Caps%2C237&sr=8-1 #entreprenership #success #Author #New...2023-05-2141 min
Business Growth TalksRocco Carriera - Wealth Advisor and authorSend us a textRocco Carriero, CEO, private wealth advisor, and author, joins Mark in a podcast interview to discuss the importance of legacy planning. Mark is 42 and while he isn't looking to retire anytime soon, he is interested in planning for his legacy. Rocco explains that most people think of retirement planning first, but parents usually think of legacy planning. He brings up the three cords approach which is a way to plan for one's legacy. The three cords are financial, spiritual, and relational. Financial planning is about making sure one's wealth will last for generations...2023-05-0150 min
Super Entrepreneurs PodcastWealth Accumulation Advice From an Expert-Rocco CarrieroAccumulating wealth can be challenging. The journey will not be easy and it will involve many life aspects. There’s you (health), your family (relationships), and your company (career) mixed together looking for the perfect balance. Although there’s no perfect recipe to have all in one plate according to our guest, Rocco, having three cords in balance needs a clear grasp of values to have that mindset. Check out this episode as Rocco shares his views and advice on accumulating wealth, investment ventures, and the difference between first and second-generation millionaires. Who is Rocco Carri...2023-04-1727 min
THINK Business with Jon DwoskinLife and Wealth of Business Owners 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 Al...2023-03-3112 min
Breakfast Leadership ShowInterview with Rocco CarrieroFor the last 20 years, Rocco has been advising business owners and entrepreneurs with wealth management. His practice currently has over $750M in assets under management. What makes Rocco different is that he believes that in order to create long-term financial success in life, you have to create balance in 3 things, including your work, health, and relationships.
Rocco has appeared on NBC, and his financial insights have been featured in all the major media publications including the Wall Street Journal and Forbes. Most recently, he also wrote the book, Three Cords Approach to Life and Wealth Management for...2023-03-0319 min
The Josh Bolton ShowHow Best to Handle the Markets! {during these crazy time} - Rocco CarrieroSend us a textRocco 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 Th...2022-10-2030 min
Leading To Profit136: How To Grow The 3 Areas Of True Wealth with Rocco Carriero & Kevin Bees Profit Maximisation ExpertToday, Kevin Bees talks with Rocco Carriero, CEO and Founder of Rocco Carriero Wealth Partners. 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 Citizen...2022-10-1928 minLeading To Profit136: How To Grow The 3 Areas Of True Wealth with Rocco Carriero & Kevin Bees Profit Maximisation ExpertToday, Kevin Bees talks with Rocco Carriero, CEO and Founder of Rocco Carriero Wealth Partners. 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 Citizen...2022-10-1928 min
LifeBloodInvest in Yourself with Rocco CarrieroLifeBlood: We talked about why and how to invest in yourself, what leads to real wealth, how to find true happiness and meaning, how to focus on yourself, your business and your family, and how to get started, with Rocco Carriero, Wealth Advisor and author!
Listen to learn why the best investment you can make is an investment in yourself!
You can learn more about Rocco at RoccoACarriero.com, Facebook, Twitter, Instagram and LinkedIn.
Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review...2022-07-1519 min
Strap on your BootsZero to CEO: How business owners can use the 3 cords concept to achieve their financial goals with Rocco CarrieroIn this episode of Zero to CEO I speak to private wealth advisor Rocco Carriero. For the last 20-years, Rocco has been advising business owners and entrepreneurs with wealth management. His practice currently has over $750M in assets under management. He has been featured on NBC, the Wall Street Journal and Forbes. Check out his book "Three Cords Approach to Life and Wealth Management for Business Owners." Rocco believes that in order to create long-term financial success in life, you have to create balance in 3 things, including your work, health and relationships. Learn more by tuning in!2022-07-0716 min
The Business Growth Pod with Allan DraperS2Ep75: Do You Have a Strategy to Scale Your Business and Create Financial Freedom?In today’s episode, Allan welcomes Rocco Carriero. Rocco is a comprehensive Wealth Advisor specializing in working with Business Owners, CEOs, and Entrepreneurs. Rocco is the author of Three Cords Approach: To Life And Wealth Management For Business Owners. Allan and Rocco discuss the balance of running a business, self-care and supporting your family. Entrepreneurs should focus on these three aspects of life, to achieve both personal and financial freedom. In addition, Rocco shares his journey and the steps he took to achieve success, one cord at a time.For the latest from Allan, give him a fo...2022-06-0126 min
Mission Matters Money with Adam TorresAuthor Cesar Quintero Releases "The Profit Recipe: Unlock Your Entrepreneurial Flywheel to Live Life by Design"The 3 Cords Concept was created to help business owners reach their financial goals. In this episode, Adam Torres and Rocco A. Carriero, Private Wealth Advisor at Rocco A. Carriero Wealth Partners, explore what business owners should consider when planning for the future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/More FREE content from Mission Matters h...2022-03-1821 min
Capital Gains Tax Solutions PodcastMatching Your Financial Resources To Your Family Goals with Rocco CarrieroRocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO 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...2022-03-1831 min
The Self-Employed Life739: Rocco Carriero - Understanding the Three Cords to Wealth and LifeDo you have perfect balance in your life when it comes to running your business, taking care of your family, and taking care of yourself? Perfect balance is hard to achieve. If we are aware of what we are doing and where we are going, it’s possible to combine these three areas of our lives to make each stronger. Rocco Carriero is the author of Three Cords Approach: To Life And Wealth Management For Business Owners. A book about striking the perfect balance of these aspects of life and finances. Rocco A. Carriero is a co...2021-12-0839 min
Profit Answer Man: Scaling with Profit First & BeyondThe Three Cords with Rocco A. CarrieroHi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio: Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Re...2021-11-0230 min
Authority MarketingAM20: Rocco A. Carriero, Founder of Rocco A. Carriero Wealth PartnersThis week, Rusty Shelton talks shop and work-life balance with Rocco A. Carriero, the founder of his own wealth management firm. Rocco gives our listeners some comprehential financial planning and estate planning advice, as well as how his book’s “three cords approach” helps readers manage business, family, and self-care.2021-09-2317 min
Grow A Small Business PodcastStarted by doing workshops and later founded a wealth management business, from no clients to one of the most successful financial advisory practices. Grow team to 13 FTEs, with revenue growth exceeding 20% for over 20 years. (Rocco Carriero)In this episode, I interview Rocco Carriero, a private wealth advisor and founder of Rocco A. Carriero Wealth Partners, a private wealth advisory practice based in Southampton, New York. This wealth management is dedicated to helping clients achieve their financial goals through truly personalized experience and from planning to developing strategies. Rocco has nearly two decades of experience working with successful business owners implementing the Three Cords Approach to life planning. He made a book of that approach to help business owners have a balance between their business and their lives. He believes that there is higher...2021-08-1822 min
Everyday MBALife And Wealth Management For Business OwnersRocco Carriero discusses his book "Three Cords Approach: To Life And Wealth Management For Business Owners." Rocco is a private wealth advisor at Ameriprise Financial Services and an expert in personal financial management for business owners. He has appeared on Fox and NBC, and his financial insights have been featured in publications including the Wall Street Journal and Forbes. Rocco helps his clients create balance in their work, health, and relationships...and says all three are necessary for creating long-term success in life. Listen for action items you can use today. Host, Kevin Craine Do...2021-08-0721 min
The Business Credit and Financing ShowHow to Find the Perfect Balance in Life and Wealth ManagementRocco 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 Al...2021-07-2127 min
Upside: The Business Growth Podcast065: Rocco Carriero on Wealth Management for Self, Business and FamilyRocco A. Carriero is the author of Three Cords Approach to Life and Wealth Management for Business Owners. Rocco is an established wealth management advisor with nearly two decades of experience. He is passionate about creating financial plans that help his clients achieve their individual, professional, and familial aspirations, taking the necessary time to discover each client’s unique needs rather than defaulting to the garden-variety wealth management options. Rocco also shares financial advice and his Three Cords Approach to Life with audiences across the country, speaking at company events, industry conventions, and more.2019-11-2118 min