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!

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/

Your success depends on your mental performance and emotional stability. Learn more about Misty Rose Gold: https://www.mistyrosegold.com/

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/

In this illuminating episode of Wealthy Mind, we dive into the emotional complexities of inherited wealth with Myra Salzer, founder of The Wealth Conservancy. Despite the glamorized perception, inheriting wealth often brings isolation, identity struggles, and a deep need for support.

Myra shares her decades of experience helping inheritors navigate both the blessings and burdens of their financial legacy. I also open up about my own journey, revealing how loneliness can affect anyone—whether you're earning or inheriting.

This conversation is a bridge between worlds. A reminder that behind every fortune is a human being seeking connection. To all inheritors: you are more than a dollar sign. Reach out to The Wealth Conservancy for the support you deserve.

Website: https://www.thewealthconservancy.com/ Facebook: https://www.facebook.com/thewealthconservancy/ LinkedIn: https://www.linkedin.com/company/twcinc Connect: https://www.thewealthconservancy.com/lets-connect/#connect-1

Your success depends on your mental performance and emotional stability. Learn more about Misty Rose Gold: https://www.mistyrosegold.com/

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/

In this luminous episode of Wealthy Mind, your host Misty Rose Gold welcomes international guest and brilliant Money Coach, Kaja Šolinc. With a passion for financial strategies that lead to everyday freedom, Kaja helps us explore how money can be a source of peace—not stress.

Together, we challenge the old belief that money is the root of all evil and offer a fresh, empowering perspective. Kaja shares how reframing your money mindset can unlock clarity, confidence, and long-term abundance.

If you’re ready to release financial stress and embrace a new vision of wealth, this episode is your invitation.

Website: https://kajasolinc.com/ LinkedIn: https://www.linkedin.com/in/kajasolinc/ Instagram: https://www.instagram.com/kajamoneycoach Facebook: https://www.facebook.com/moneymasterywithKaja/

Your success depends on your mental performance and emotional stability. Learn more about Misty Rose Gold: https://www.mistyrosegold.com/

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/