Wealth and Well Being

Wealth and Well Being

Por: Carlos Romero
Do you know how to manage your financial life? Wealth and Well Being with Carlos Romero will help you do just that. Carlos is an Investment Manager and Certified Financial Fiduciary, and he will help you understand how to manage your money so you can live in a better state of being. Things happen in life; we get blindsided and there are many twists and turns. Having cushion – whether it be financial, health, or emotional – can make the journey a little less stressful. This show is here to help empower your personal balance sheet so that you can manage through the many distinct currents of life. Be sure to follow on Apple, Spotify, and anywhere else you listen to podcasts.
17 episodios disponibles

Latest episodes of the podcast Wealth and Well Being

Ep. 16 - Protecting yourself online 21/05/2024
Ep. 15 - Giving back and Branding 12/05/2024
Ep. 14 - retirement planning for biz owners 07/05/2024
Ep. 13 - Property Insurance in Florida 30/04/2024
Ep. 12 - Interest rates and inflation 30/04/2024
Ep. 11 - Small business can be BIG income wise 20/04/2024
Ep. 10 - Early stage investing--Movies 18/04/2024
Ep. 9 - General Market 16/04/2024
Ep. 8 - Rick Becker-selling your company 27/10/2023
Ep. 7 - Fourth Quarter and Baseball 27/10/2023
Ep. 6 - Barry Haimo-Tax planning 14/09/2023
Ep. 5 - Steve Warner-Venture Capital 08/09/2023
Ep. 4 - Dr. Schrier 13/08/2023
Ep. 3 - Elder care planning 28/07/2023
Ep. 2 - Athene annuities 25/07/2023
Ep. 1 - Fed rate changes, wealth, and health 21/06/2023
Welcome to Wealth and Well Being 18/06/2023
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