Rocco Carriera - Wealth Advisor and author

Send us a text Rocco Carriero, CEO, private wealth advisor, and author, joins Mark in a podcast interview to discuss the importance of legacy planning. Mark is 42 and while he isn't looking to retire anytime soon, he is interested in planning for his legacy. Rocco explains that most people think of retirement planning first, but parents usually think of legacy planning. He brings up the three cords approach which is a way to plan for one's legacy. The three cords are financial, spiritual, and...