Matching Your Financial Resources To Your Family Goals
Monday, August 15
Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appe...
How to Get Equity Freedom with Matthew Sullivan
Friday, August 12
“Most successful for me over the years is really combining this concept of, financial platforms, availability, systems, processes, and creating, the machinery to enable people to do things for themselves that otherwise, they wouldn't have been able to do.” Matthew Sullivan is the founder and chi...
The Art of Private Lending with Mitch Stephen
Wednesday, August 10
“As long as you've done your assessment of that real estate that you have as collateral well and so not only do you get to choose what you want to make to a degree, you get to choose your level of risk.” Mitch Stephen has purchased well over 2,000 houses in and around his hometown of San Antonio,...