Vanse Barse is an Advanced Wealth Strategist who helps high-net-worth individuals and family offices create strategies to protect, preserve, and transfer wealth.
In this episode of the Wealthy Mind Podcast, Misty Rose Gold and Vanse discuss advanced wealth planning, legacy strategies, risk management, and the importance of making wealth management both fulfilling and understandable.
Topics include:
• Wealth preservation
• Legacy planning
• Family office strategies
• Multi-generational wealth transfer
• Advanced financial planning
• Managing financial fears and uncertainty
• Building confidence around wealth
If you've ever wondered how successful families protect and transfer wealth while maintaining peace of mind, this conversation is packed with practical insights.
Connect with Vanse Barse:
https://ydfwealth.com/
Learn more about Misty Rose Gold:
https://www.mistyrosegold.com/
Download the Wealthy Mind App:
https://wealthymind.app/

In this episode of the Wealthy Mind Podcast, Misty Rose Gold sits down with Max and Dan for a conversation filled with wisdom, humor, and real-life financial stories.

Through case studies and client experiences, they share valuable lessons about money, decision-making, and what's possible when people take intentional steps toward a better financial future.

Topics include:

• Real-life financial stories

• Wealth-building lessons

• Financial planning insights

• Retirement considerations

• Life transitions and decision-making

• Learning through case studies

Sometimes the best way to see our own possibilities is through the experiences of others, and this episode is full of those opportunities.

Connect with Max Demby & Dan Grote

https://www.latitudefinancialgroup.com/team/

Learn more about Misty Rose Gold:

https://www.mistyrosegold.com/

Download the Wealthy Mind App:

https://wealthymind.app/

Mike Milligan does things differently as a Financial Advisor.
In this episode of the Wealthy Mind Podcast, Misty Rose Gold and Mike discuss a powerful concept that many people avoid thinking about:
"You can't take it with you."
Mike shares his perspective on using money as a tool to create a meaningful life rather than allowing wealth to become the goal itself.
Topics include:
• Financial planning with purpose
• Money and life satisfaction
• Avoiding regrets
• Living intentionally
• Aligning wealth with values
• Building a meaningful legacy
If you've ever wondered whether you're using your money to create the life you truly want, this conversation is one you don't want to miss.
Connect with Mike Milligan:
Website:
https://1oakfinancial.com/
Ideas by Mike:
https://ideas-by-mike.blubrry.net/
Learn more about Misty Rose Gold:
https://www.mistyrosegold.com/
Download the Wealthy Mind App:
https://wealthymind.app/