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

Co founder of Merrill Lynch venture capital

Elder care discussion with Scott Solkoff

YTD market update and guaranteed income strategies

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.