Wealth and Well Being
by Carlos Romero
April 16, 2024 10:33 pm
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.
Recent Episodes
Ep. 9 - General Market
3 days agoEp. 8 - Rick Becker-selling your company
6 months agoEp. 7 - Fourth Quarter and Baseball
6 months agoEp. 6 - Barry Haimo-Tax planning
7 months agoEp. 5 - Steve Warner-Venture Capital
7 months agoEp. 4 - Dr. Schrier
8 months agoEp. 3 - Elder care planning
9 months agoEp. 2 - Athene annuities
9 months agoEp. 1 - Fed rate changes, wealth, and health
10 months agoWelcome to Wealth and Well Being
10 months ago