Misty Rose Gold interviews financial experts and business owners about money. Seeking the truth of all things money from those who are in the know. We aim to shed some light on your financial journey. Taking the mystery of the money in your life. Helping you turn that financial frown upside down.
Your success depends on your mental performance and emotional stability.
Learn more about Misty Rose Gold:
https://www.mistyrosegold.com/
Download Wealthy Mind App
Transform your life and unlock your full potential with the incredible Wealthy Mind app! Inspired by the wisdom of renowned experts.
https://wealthymind.app
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Misty Rose Gold interviews financial experts and business owners about money. Seeking the truth of all things money from those who are in the know. We aim to shed some light on your financial journey. Taking the mystery of the money in your life. Helping you turn that financial frown upside down.
Your success depends on your mental performance and emotional stability.
Learn more about Misty Rose Gold:
https://www.mistyrosegold.com/
Download Wealthy Mind App
Transform your life and unlock your full potential with the incredible Wealthy Mind app! Inspired by the wisdom of renowned experts.
https://wealthymind.app
Todd Carlton, Western U.S. Regional President of BNY Wealth, joins me for a deep dive into exit planning from a wealth management perspective. BNY Wealth interviewed 100 business owners who successfully exited, gathering a wealth of insights (pun intended!).
In this episode, Todd and I explore the importance of surrounding yourself with the right team of experts as you prepare to exit. With the right guidance, the process can be much smoother. A skilled wealth manager who knows how to navigate the exit waters is essential.
As Todd puts it: "What do you want your money to do for you?" Together, we discuss how to define your end goal and work backwards to achieve it.
Tune in for a juicy and practical conversation that could reshape the way you think about your financial future!
Connect with Todd Carlton
Website: https://www.bny.com/wealth/global/en.html
LinkedIn: https://www.linkedin.com/company/bnywealth/
LinkedIn: https://www.linkedin.com/in/todd-carlton-5b76784/
About Misty
Your success depends on your mental performance and emotional stability. Learn more about Misty Rose Gold:https://www.mistyrosegold.com/
Download Wealthy Mind App
Transform your life and unlock your full potential with the incredible Wealthy Mind app! Inspired by the wisdom of renowned experts.https://wealthymind.app/
https://wealthymindpodcast.com/
Wealthy Mind
Misty Rose Gold interviews financial experts and business owners about money. Seeking the truth of all things money from those who are in the know. We aim to shed some light on your financial journey. Taking the mystery of the money in your life. Helping you turn that financial frown upside down.
Your success depends on your mental performance and emotional stability.
Learn more about Misty Rose Gold:
https://www.mistyrosegold.com/
Download Wealthy Mind App
Transform your life and unlock your full potential with the incredible Wealthy Mind app! Inspired by the wisdom of renowned experts.
https://wealthymind.app
