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.
Wealth and Well Being
Claim This Podcastby Carlos Romero
5.0(1 reviews)
17 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
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.
Language
🇺🇲
Publishing Since
6/18/2023
1 verified contact email on file for Wealth and Well Being
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
May 21, 2024
Ep. 16 - Protecting yourself online
<p>Michael Levin-founder of CFISA</p>
May 12, 2024
Ep. 15 - Giving back and Branding
<p><span data-sheets-root="1" data-sheets-value= "{"1":2,"2":"Stephanie Slater Goldfuss"}" data-sheets-userformat= "{"2":13121,"3":{"1":0},"9":0,"11":4,"12":0,"15":"Proxima Nova","16":12}"> Stephanie Slater Goldfuss</span></p>
May 7, 2024
Ep. 14 - retirement planning for biz owners
<p><span data-sheets-root="1" data-sheets-value= "{"1":2,"2":"Todd Heller"}" data-sheets-userformat= "{"2":13121,"3":{"1":0},"9":0,"11":4,"12":0,"15":"Proxima Nova","16":12}"> Todd Heller</span></p>
17 total episodes available
Deep-dive analytics for Wealth and Well Being
Frequently asked questions
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- What is Wealth and Well Being?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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