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