Wealth and Well Being

About Wealth and Well Being

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.

Publisher

Carlos Romero

Category

business

Language

en

Explicit

No

First episode

18 Jun 2023

Latest episode

21 May 2024

Latest episodes

17 episodes in the feed.

1. 

   21 May 2024

   Ep. 16 - Protecting yourself online

   Michael Levin-founder of CFISA

2. 

   12 May 2024

   Ep. 15 - Giving back and Branding

   Stephanie Slater Goldfuss

3. 

   7 May 2024

   Ep. 14 - retirement planning for biz owners

   Todd Heller

4. 

   30 Apr 2024

   Ep. 12 - Interest rates and inflation

   Carlos talks yield curves

5. 

   30 Apr 2024

   Ep. 13 - Property Insurance in Florida

   Carlos speaks with Steve Breitbart

6. 

   20 Apr 2024

   Ep. 11 - Small business can be BIG income wise

   Steve Whitehill

7. 

   18 Apr 2024

   Ep. 10 - Early stage investing--Movies

   Bob Diamond

8. 

   16 Apr 2024

   Ep. 9 - General Market

   Carlos back on the air

9. 

   27 Oct 2023

   Ep. 8 - Rick Becker-selling your company

   Rick Becker is co founder of Cross Keys Capital, a Florida based investment bank representing sellers of businesses around the country.

10. 

    27 Oct 2023

    Ep. 7 - Fourth Quarter and Baseball

11. 

    14 Sept 2023

    Ep. 6 - Barry Haimo-Tax planning

    Barry is the founder of Haimo Law, a tax and estate planning law firm

12. 

    8 Sept 2023

    Ep. 5 - Steve Warner-Venture Capital

    Co founder of Merrill Lynch venture capital

13. 

    13 Aug 2023

    Ep. 4 - Dr. Schrier

14. 

    28 Jul 2023

    Ep. 3 - Elder care planning

    Elder care discussion with Scott Solkoff

15. 

    25 Jul 2023

    Ep. 2 - Athene annuities

    YTD market update and guaranteed income strategies

16. 

    21 Jun 2023

    Ep. 1 - Fed rate changes, wealth, and health

17. 

    18 Jun 2023

    Welcome to Wealth and Well Being

    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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Contact Wealth and Well Being

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.