May 21, 202447 min
Ep. 16 - Protecting yourself online
Michael Levin-founder of CFISA
Episodes
17
Latest episode
May 2024
Language
EN
About the show
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.
Listen to episodes
May 12, 202434 min
Ep. 15 - Giving back and Branding
Stephanie Slater Goldfuss
May 7, 202431 min
Ep. 14 - retirement planning for biz owners
Todd Heller
April 30, 202446 min
Ep. 13 - Property Insurance in Florida
Carlos speaks with Steve Breitbart
April 30, 202421 min
Ep. 12 - Interest rates and inflation
Carlos talks yield curves
April 20, 202429 min
Ep. 11 - Small business can be BIG income wise
Steve Whitehill
April 18, 202438 min
Ep. 10 - Early stage investing--Movies
Bob Diamond
April 16, 202412 min
Ep. 9 - General Market
Carlos back on the air
October 27, 202343 min
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.
October 27, 202341 min
Ep. 7 - Fourth Quarter and Baseball
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