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/

In this deeply moving episode of Wealthy Mind, I sit down with Jerry Schemmel, one of the 112 survivors of a devastating plane crash 35 years ago. His near-death experience is nothing short of extraordinary—and it had me in tears within minutes.

Today, both Jerry and I open up about our own brushes with death. Since my own NDE in June, I’ve been reflecting deeply on what it means to be brave. Bravery isn’t just about surviving—it’s about letting go of what we thought life should be and embracing what is. These moments change us, if we allow them to.

Whether you're facing a major challenge or a quiet struggle, Jerry’s story will offer perspective, hope, and inspiration. And beyond his incredible journey, Jerry has a fascinating day job: he’s the radio broadcaster for the Colorado Rockies. His path to that role is a testament to perseverance and passion—especially for anyone dreaming of a career in broadcasting.

This episode is about courage, surrender, and the unexpected ways life can shape us. We hope it speaks to your heart.

https://www.jerryschemmel.com/

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/

Chris Tyrrell is the purpose driven owner of Chris' Garage Doors. I know...garage doors are pretty straight forward. We did have a lot to talk about regardless. Chris' philosophy is rooted in the belief that you can attach your purpose to anything you do and find passion along the way like he did. As I live out my purpose I find this to be very true. Following my purpose always comes with the right passion. If my passion reduces, I know it will come back as I consistently focus on daily tasks associated with my purpose. Thank God, Chris is writing a book about purpose vs passion. Someone sure needs to! The working title is Open The Door. Please make sure to follow Chris on social media for updates on the book's progress.

Website: https://chrisgaragedoors.com LinkedIn: https://www.linkedin.com/company/chris-garage-doors/ Instagram: https://www.instagram.com/chrisgaragedoors/ Facebook: https://www.facebook.com/coloradogarage

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/

Samantha Flanagan is the mind-blowing owner of Flanagan Law, a personal injury law firm. Samantha's firm specializes in automobile accidents. Get ready to have your mind blown in today's episode. Samantha is not your typical personal injury attorney. She goes above and beyond to ensure her clients have a good experience so they can focus on healing. Samantha will do her best to reduce your out-of-pocket medical and legal expenses. She doesn't get paid until you do. Flanagan Law has amazing connections with doctors that will wait to get paid until your settlement. Amazing! My mind is blown! I love that Samantha is settling a new standard in her industry and setting her and her law firm apart.

Website: https://flanagan.law/

Facebook: https://www.facebook.com/flanaganlawcolorado Instagram: @flanaganlawcolorado LinkedIn: https://www.linkedin.com/company/flanaganlawcolorado TikTok: @flanaganlawcolorado YouTube: @flanaganlawcolorado

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/

Rob Whittet is the Principal Partner of The Brokerage Insurance Group, The BIG. Such a great name! Why would a business owner need commercial insurance? In today's episode, Rob fills us in on some not so obvious insurance needs business owners might face. Are you familiar with Key Player insurance? Until Rob and I sat down for our pre-interview, I wasn't. I think it's a great way to care for a business partner or employee. Ultimately it protects the business just in case you or your business partner leaves this life and goes on to the next one. As business owners we need to treat our business as an asset and do everything we can to protect our #1 asset. Having the right insurance in place looks good to prospective buyers if or when you decide to exit. We don't know what we don't know until the right person comes along and enlightens us. Rob sure did that today.

https://www.thebrokerageig.com/

https://www.facebook.com/TheBrokerageInsurance https://www.linkedin.com/in/coloradoinsuranceagent Instagram - @the_big_insurance

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/

Bret Wickstrom is a trusted bookkeeper in the Denver business community. Most of us don't fully understand the role and function of a bookkeeper. After today, I am certain that will change. I learned so much about the differences between a bookkeeper and CPA in my conversation with Bret. For those of us who want to grow our business to the next level, Bret might be the next step. He can take over simple to complex financial tasks, helping you buy back some time and give you peace of mind. It's time to think about delegating so you can do more of what you are passionate about.

Website: https://wickersbookkeeping.com/ LinkedIn: https://linkedin.com/in/wickersbookkeepingaccounting

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/