Mitlin Money Mindset

Did you know that the color blue is often associated with trust and security? In the world of financial branding, understanding design and color psychology can make all the difference. Join Larry Sprung this week as he speaks with Josh Passler, the "FinArtist", to talk about his extraordinary journey from financial advisor to entrepreneur, using art as a networking and branding tool in the financial industry. Josh sheds light on how FinArt started as a side project, evolved into a full-fledged business focusing on brand identity, and how color and design psychology can transform a firm's image. You'll gain insights into the entrepreneurial spirit, branding essentials, and the impact of visual elements on brand perception. Larry and Josh discuss: Josh's background and transition from financial advisor to founding FinArt. The role color psychology plays in branding and marketing. The creative process and collaboration with designers to build or strengthen a brand. Processes that help align a firm's brand identity with its core values. The differences between a brand refresh and a complete rebrand. And more! Resources: Mitlin Financial The JOY and Productivity Journal by Larry Sprung Logos that Last by Allan Peters How the World Sees You by Sally Hogshead Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Josh Passler: LinkedIn: Josh Passler X (Twitter): Josh Passler Instagram: Josh Passler The FinArtist About our Guest: After eight years in the industry, Josh Passler discovered the RIA community and found an innovative way to connect with financial planners—by drawing them as cartoons. As he continued to network, Josh realized that FinArt could evolve into a business, which came to be thefinartist.com. His dream is to develop content that allows advisors to explain financial concepts in a fun and engaging manner while also creating materials that help the public better understand the financial world. When he's not creating art, Josh enjoys spending time with his wife, Michelle, particularly through travel. Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

It's a common belief that sports careers for women are limited to sidelining or journalism. However, the reality is far more promising, diverse, and inclusive—with the right support. This week Larry Sprung sits down with Meghan O'Donnell, co-founder of empowHERed, to explore her unexpected entrepreneurial journey from working at ESPN to launching a movement that's transforming opportunities for women in sports. Meghan shares her personal experiences with workplace challenges and how they fueled her mission to create a supportive community for women. Gain valuable insights into the power of mentorship, the importance of mental health, and strategies for navigating a career in sports! Larry and Meghan discuss: Meghan's career path from ESPN to co-founding empowHERed. The challenges she faced as a woman in the sports industry. The role of mental health in workplace satisfaction and longevity. empowHERed's mission and future goals to support women in sports. And more! Resources: Mitlin Financial The JOY and Productivity Journal Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Meghan O'Donnell: LinkedIn: Meghan O'Donnell Email: [email protected] myempowHERed.com Instagram: empowHERed LinkedIn: empowHERed TikTok: empowHERed About Meghan O'Donnell: Meghan is a sports analytics and communications professional with experience working for ESPN's Statistics and Information Group, College GameDay, and the Philadelphia Eagles. In 2022, she launched Character Plus Consulting, a draft analytics company working with professional teams and athletes. After experiencing sexism and harassment in the industry, Meghan has become an advocate for women in sport and contributed to multiple studies on the topic, including, "A vicious cycle: Women's experiences with hostile work environments in the professional sports industry" and "Scarcity and queen bee syndrome: Women's role in creating and maintaining toxic work environments in sport organizations". In an effort to change the narrative, she and Samantha launched empowHERed as a way to provide much-needed guidance and mentorship to young women in sports. Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Finance and yoga couldn't be more different, right? Wrong! Discover how integrating these two worlds can empower you in your financial journey. Join Larry Sprung alongside Breanna Rae Blaney, VP of Life Invested at Dimensional Fund Advisors, sharing her unique journey that blends finance with yoga and mindfulness to reshape how we approach investing. Tune in to learn how integrating mindfulness techniques can align your financial strategies with your personal values. Larry and Breanna discuss: The importance of aligning your financial plans with personal values and life goals. The Life Invested platform and its mission to make investing more approachable. Paying yourself first and the importance of taking care of your own needs before helping others. Current progress and challenges within the financial industry, especially regarding inclusivity and gender equality. And more! Resources: Mitlin Financial The JOY and Productivity Journal Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Breanna Rae Blaney: LinkedIn: Breanna Rae Blaney Instagram: Breanna Rae Blaney BreannaRaeBlaney.com Dimensional.com About our Guest: Breanna Rae Blaney is the VP of Life Invested at Dimensional Fund Advisors. She specializes in helping individuals gain clarity on their identity, purpose, and functioning, enabling them to align their lives with their true selves and reach their fullest potential. Breanna believes that creating lasting change begins from within, and by understanding who they truly are, people can construct a life blueprint that supports them. Rather than struggling against themselves, they can instead move into a state of flow. Her work focuses on reconnecting clients with their core truth to foster harmony and fulfillment in all areas of life, including self-connection, relationships, health, career, and finances. Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

We are celebrating an incredibly special milestone. 200 episodes of JOY! Join us for a truly heartfelt celebration as Larry Sprung flips the script in this 200th episode of the Mitlin Money Mindset® podcast. With special guest host, Matt Halloran, Larry dives into the core values that have guided him and Mitlin Financial Inc® over the years. This episode promises to be a unique journey into the personal and professional experiences that have shaped Larry's path, showcasing the JOY and possibilities that come with financial planning. Larry and Matt discuss: The inspiring story behind the Mitlin name. Insights into the core values at Mitlin Financial Inc®. How Larry integrates JOY into the financial planning process. The impact of Larry's unique approach on client relationships. And more! Don't miss this milestone episode filled with heartfelt stories, expert insights, and a whole lot of JOY! Resources: Mitlin Financial The JOY and Productivity Journal by Lawrance Sprung Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect With Matt Halloran & ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Many believe that publishing a book is all about creativity. While creativity is important, it is strategic marketing and thorough research that truly sets authors apart. Join Larry Sprung as he sits down with Kristen Proby, a New York Times, USA Today, and Wall Street Journal bestselling author known for her captivating contemporary and paranormal romance novels. Kristen shares her journey from a small ski town in Montana to becoming a prolific author of over 70 published titles. Learn about her creative process, the challenges of navigating the publishing world, and insights into her entrepreneurial approach to writing. Larry and Kristen discuss: Kristen's passion for storytelling and how it led her to romance novel writing The impact of self-publishing vs. traditional publishing on an author's career Kristen's strategy for shifting her focus from one book series to another The significance of a supportive partnership in navigating the demands of an entrepreneurial career And so much more! Resources: Mitlin Financial The JOY and Productivity Journal by Larry Sprung Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kristen Proby: Instagram: Kristen Proby Facebook: Kristen Proby Pintrest: Kristen Proby KristenProby.com About our Guest: Kristen Proby is a New York Times, USA Today, and Wall Street Journal bestselling author of over seventy published titles. She debuted in 2012, captivating fans with spicy contemporary romance about families and friends with plenty of swoony love. She also writes paranormal romance and suggests you keep the lights on while reading them. When not under deadline, Kristen enjoys spending time with her husband and their fur babies, riding her bike, relaxing with embroidery, trying her hand at painting, and, of course, enjoying her beautiful home in the mountains of Montana. Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

What does it take for a young woman to make it in the world of college hockey? Join Larry Sprung as he sits down with Sadie Lundquist, Director of Women's Hockey for College Hockey Inc., to explore her inspirational journey from playing small-town hockey to shaping the future of women's hockey at the college level and beyond. Learn about the vital role hockey has played in her career, the unique challenges and opportunities within women's collegiate hockey, and the ties between playing organized sports and building a successful career. Larry and Sadie discuss: Sadie's background from playing college hockey to becoming the Director of Women's Hockey for College Hockey, Inc. The growth and promotion of women's college hockey, focusing on adding programs and supporting student-athletes The impact of changing NCAA regulations and how they navigate NIL implications The role sports play in preparing women for successful professional careers post-sports And more! Resources: Mitlin Financial The JOY and Productivity Journal by Lawrance Sprung Understanding the Path and Pitfalls: Insights from College Hockey Inc, Ep. 105 College Hockey, Inc. Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Sadie Lundquist: LinkedIn: Sadie Lundquist X (Twitter): Sadie Lundquist About Our Guest: Sadie Lundquist is the Director of Women's Hockey for College Hockey, Inc. She has an extensive background in the world of hockey and marketing having played division one college hockey at Bemidji State, working in multiple roles with the Minasodia Wild for several years, and serving as the client strategy & services senior manager at Bold Orange. Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Contrary to popular belief, scaling your business to new heights could start with a tweet. Want to learn how? Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuable insights on how he's utilized social media, particularly X (Twitter), to connect with clients and grow his practice. Learn about the pivotal moments that shaped his career, the importance of personalization in financial planning, and the innovative strategies he employs to attract and retain clients. Here is what you can expect to learn about: How to use social media to obtain new clients The difference between social media marketing and personal branding The significance of niching down to serve business owners effectively Hiring and delegating tasks that are not in your area of expertise Creating sustainable and engaging content for financial advisors And more! Resources: Mitlin Financial The JOY and Productivity Journal by Lawrance Sprung AllStreet Wealth This Is Not Financial Advice" with Josh Brown, Episode #180 Unearthing Wisdom with Epic Gardening's Kevin Espiritu, Episode #185 Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect withThomas Kopelman: LinkedIn: Thomas Kopelman X (Twitter): Thomas Kopelman Instagram: Thomas Kopelman YouTube: Thomas Kopelman ThomasKopelman.com The Long Game Podcast About our Guest: Thomas Kopelman is a seasoned financial planner and co-founder of AllStreet Wealth boasting a multifaceted career encompassing blogging, podcasting, and content creation. Recognized as a Top 23 Millennial Advisor by Business Insider and named a Top Young Advisor to Watch in 2023 by FA Mag, Thomas launched his career after graduating from Butler University. His dedication lies in guiding millennials to navigate financial complexities and align their resources with their life goals. Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Ever wondered how a seventh-generation entrepreneur transforms a passion into a thriving global brand? Join in as Larry dives into the incredible journey of Jay Baer, a pioneer in digital marketing and customer experience. Jay Baer shares his evolution from politics to digital marketing and finally, to becoming the second most popular tequila influencer in the world. With over 20 years of experience, he discusses the importance of responsiveness and speed in business, offering actionable insights you can apply today. Whether you're saving for the future, planning adventures, or managing daily finances, this conversation will inspire and inform. Larry and Jay discuss: The significance of understanding and adapting to customer expectations around speed and responsiveness. The "Got It Audit": Assessing how long it takes your customers to get what they need. The "Fast Pass" concept: Offering expedited services to increase customer satisfaction and revenue. The importance of open communication about money, both in personal relationships and business partnerships. And more! Tune in to this episode of Mitlin Money Mindset® with Larry Sprung and discover how to enJOY the journey of financial and entrepreneurial success! Resources: Mitlin Financial The JOY and Productivity Journal by Larry Sprung Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Jay Baer: jaybaer.com Instagram: @jaybaer & @tequilajaybaer Facebook: https://www.facebook.com/jaybaer/ LinkedIn: https://www.linkedin.com/in/jaybaer/ About our Guest: Jay Baer is a customer experience and digital marketing pioneer, expert, advisor, researcher, and analyst. He has spent nearly 30 years helping the world's most iconic brands gain and keep more customers. A 7th-generation entrepreneur, Jay has written six best-selling books, and founded five, multi-million dollar companies. Jay is an inductee into the halls of fame for professional speaking and word-of-mouth marketing, and the creator of multiple award-winning podcasts. He is also one of just two people in the world listed as one of the top 30 "Global Gurus" in two different knowledge categories (customer service and internet marketing). He founded the strategy and analysis firm Convince & Convert and is a board member of Experience Dynamic, a full-stack customer experience services collective. Media outlets like CNBC, NPR, Fox Business, and The Wall Street Journal frequently rely on Jay to comment and contextualize top trends. His very popular twice-monthly newsletter is at TheBaerFacts.com. Jay loves growing businesses, delivering presentations (in-person or virtual) that audiences love, and plaid suits (meeting planners get to pick which suit he wears). He's also a licensed tequila sommelier and a certified BBQ judge. Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Have you ever wondered what really separates elite hockey programs from your local community team? Join Larry Sprung as he chats with Matt Dumouchelle, a seasoned media professional, and Assistant General Manager for the Leamington Flyers, who dives into the fascinating world of elite youth hockey academies. Matt shares insights from researching top hockey programs around the globe, his involvement with The Coaches Site, and the unique journey that led him to become an influential voice in the sport. Whether you're a hockey parent, coach, or enthusiast, you'll uncover valuable strategies for player and personal development. Larry and Matt discuss: The role of collaboration, alignment, and communication in top hockey programs Differences between European and North American hockey development models The importance of focusing on player development over winning at young ages How elite hockey academies create well-rounded individuals beyond just athletes And more! Resources: Mitlin Financial The JOY and Productivity Journal by Larry Sprung Hockey Factories Glass and Out Podcast Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Matt Dumouchelle: LinkedIn: Matt Dumouchelle Instagram: Matt Dumouchelle X (Twitter): Matt Dumouchelle The Coaches Site: Matt Dumouchelle About our Guest: Matt Dumouchelle is the Assistant GM of OJHL's Leamington Flyers, Assistant GM of BioSteel Sports Academy, contributor to The Coaches Site, being best known as the author of the Hockey Factories series. Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Did you know that the average household owns 25 different financial instruments? How many do you have, and do you know how they all fit together? Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial planning. Follow along to learn how about this tool and how it's visual representations can simplify complex financial scenarios, uncover hidden assets, and improve communication between you and your advisors. Larry and Adam discuss: Adam's journey from a financial planner to founding Asset-Map How visualization can help you understand complex financial plans The importance of intentionality in both professional and personal life The value of coaching and evolving with different coaching styles And more! Resources: Mitlin Financial The JOY and Productivity Journal by Larry Sprung Asset-Map Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Adam Holt: LinkedIn: Adam Holt About our Guest: Adam Holt is an ex financial advisor but is known for his early adoption of technology to build Asset-Map, LLC, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide. Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation. Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Curious about the human side of financial planning and how it can transform relationships? This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors and clients bridge the gap between money and emotions. Learn how understanding thoughts, emotions, and behaviors around money can lead to better financial health and harmony in relationships. Larry and Ashley discuss: Ashley's transition to financial therapy and the creation of Beyond The Plan The importance of integrating the human aspect in financial planning Practical tips for couples on how to handle financial disagreements The holistic approach to achieving a wealthy marriage beyond just financial aspects And more! Resources: Mitlin Financial The JOY and Productivity Journal by Lawrance Sprung The 80/80 Marriage by Nate Klemp and Kaley Klemp The Gottman Institute Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Ashley Quamme: LinkedIn: Ashley Quamme X (Twitter): Ashley Quamme Instagram: Ashley Quamme Beyond The Plan About our Guest: Ashley Quamme is the owner and founder of Beyond The Plan. She holds a bachelor's degree in Psychology from Appalachian State University and Masters in Science in Marriage and Family Therapy at Valdosta State University. In addition to her master's degree, Ashley completed a graduate certificate in Financial Therapy from Kansas State University. Driven by her passion for learning and professional growth, she obtained certifications as a Certified Financial Behavior Specialist® and a Certified Financial Therapist-Practitioner. With over a decade of experience as a couple's therapist and the owner of her practice, The Wealthy Marriage, Ashley has gained profound insights into the dynamics of successful relationships. Throughout her career, she has actively engaged in teaching couples, mentoring practitioners, and advising on the essential relational skills necessary for healthy relationships. The Wealthy Marriage serves as a dedicated clinical space where couples and individuals can explore and enhance their connections with money, themselves, and each other. Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Do you want to travel more but spend less? Join Larry as he sits down with Lee Huffman, the mastermind behind BaldThoughts and host of the We Travel There podcast! Lee shares his top travel tips from how to maximize travel rewards to advice for aspiring content creators. Follow along to learn how Lee transitioned from corporate finance to becoming a travel hacking expert and discover the secrets behind stretching your travel dollars further than you've ever imagined. Larry and Lee discuss: Lee's background in finance and his journey to becoming a travel 'guru' Travel hacks for beginners, including using dining programs and shopping portals Real-life examples of saving big on travel costs Lee's favorite content and advice for aspiring content creators And more! Resources: Mitlin Financial The JOY and Productivity Journal by Lawrence Sprung Connect with Larry Sprung: LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Lee Huffman: Instagram: Lee Huffman LinkedIn: Lee Huffman X (Twitter): Lee Huffman Bald Thoughts We Travel There About our Guest: Lee Huffman is the writer behind Bald Thoughts and host of the We Travel There podcast. Lee loves to write about the latest trends in travel, credit card rewards, and personal finance. It's a passion of is to educate people on how to "win" at the rewards game and achieve financial independence. Guests on the Mitlin Money Mindset® are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms. Brian's firm is known for a unique and comprehensive elder care service called "Life Care Planning" which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention. He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation. Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of aging. You will want to hear this episode if you are interested in... Learn more about Brian Tully and his law firm [2:42] What is estate planning? Why is it important? [5:38] Common misconceptions about estate planning [7:00] Why the Tully Law Group has a social worker on staff [11:48] Key documents for estate planning and end-of-life care [17:34] Get your copy of Financial Planning Made Personal! [21:23] Some common estate planning mistakes [22:04] Helping families understand the importance of planning [23:53] Healthcare proxies and Power of Attorney for young adults [26:38] Handling guardianship and inheritances for minor children [29:35] What Brian did today that put him in the right mindset for success [32:56] Resources & People Mentioned Get two FREE chapters of Financial Planning Made Personal! Connect with Brian Tully The website On Instagram On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Danielle Cobo spent 15 years in corporate America working in the medical device industry at a Fortune 500 company. The company she worked for was acquired and the culture changed drastically. She left the company she thought she'd retire with. Danielle lost her mother unexpectedly and shortly after, the world shut down due to covid. She felt like her life had flipped upside down. So she started building a brand on LinkedIn. People started reaching out for career coaching and speaking engagements. She took her passion for mentoring, coaching, and speaking and turned it into a business. Her goal? To impact as many lives as possible. Danielle is now the best-selling author of "Unstoppable Grit" and hosts the globally top-rated podcast, "Unstoppable Grit Podcast with Danielle Cobo." Listen in for some great takeaways about Danielle's journey from Fortune 500 executive to being a best-selling author, podcast host, and entrepreneur. You will want to hear this episode if you are interested in... How Danielle got to where she is today [3:05] What "unstoppable grit" means to Danielle [6:46] What having an impact looks like for Danielle [10:51] How to transform your social media feed [13:31] The Joy and Productivity Journal [16:30] Why Danielle launched the Unstoppable Grit podcast [17:56] How adversity helps you internalize grit [20:25] What Danielle wants readers to take away from her book [24:07] The signs of emotional burnout and how to overcome it [26:07] What Danielle hopes people learn from her mother's story [28:17] What Danielle did today that brought her JOY [31:24] Resources & People Mentioned Get my Joy and Productivity Journal for FREE Connect with Danielle Cobo The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Sam Tejada is the President and Founder of LIQUIVIDA®. He's also a former paramedic firefighter revolutionizing the healthcare industry with his personalized approach to modern wellness. LIQUIVIDA® is a multi-million dollar company with franchise locations throughout the US. Sam developed the concept, combining his medical background and a deep desire to help others lead healthier, happier lives. Sam is an expert in transformative wellness services that cater to individual needs, such as IV therapy, weight management, regenerative therapies, hormone replacement therapy, and more. Sam's book, "How To Win In Modern Wellness," is a collaborative effort with the top CEOs and leaders in the wellness industry, educating, enlightening, and empowering medical professionals, aspiring entrepreneurs, and health-conscious consumers about the benefits of preventative therapies. Listen in for some great takeaways about Sam and his journey helping countless people to live happier, healthier lives. You will want to hear this episode if you are interested in... Learn about Sam Tejada and his entrepreneurial spirit [3:08] How being a firefighter helped Sam start a side hustle [6:07] Why relationships are the cornerstone of new businesses [8:32] How Sam discovered the benefits of IV Therapy [10:58] What is IV therapy? How did Sam learn about it? [12:43] Get a copy of "Financial Planning Made Personal" today! [16:36] How to build strong bonds with your customers and competitors [17:16] Why Sam wrote "How To Win In Modern Wellness" [21:03] Why people are moving away from traditional medicine [22:33] Why Sam decided to start franchising LIQUIVIDA® [24:16] Sam's advice for those considering the franchise model [27:18] What Sam did today that put him in the mindset for success [29:35] Resources & People Mentioned Get the first two chapters of "Financial Planning Made Personal" for free! Sam's book, "How To Win In Modern Wellness" LIQUIVIDA® Connect with Sam Tejada The website On Instagram On Twitter On Linkedin On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Shukri Wrights fell in love with the New York Yankees and started listening to sports talk radio at just seven years old. In 2015, he moved to Boston to pursue his dream to be a sports radio host and broadcaster. He got a chance to host his own sports radio show called "The Shukri Wrights Show." In March 2020, he launched a podcast, "The Shukri Wrights podcast." He's hosted some of the most notable names in sports media, including Brian Anderson, Dave Sims, and many more. In 2021, he made Boston Bruins content on Twitter, which led to more opportunities in sports media. Now, he's a sports radio host, podcast host, broadcaster, and commentator. Listen in for some great takeaways about Shukri's journey from loving sports and sports talk radio to being one of the most well-known sports commentators in Boston. You will want to hear this episode if you are interested in... Learn all about Shukri Wrights and his love for sports [3:23] How Shukri became a Bruins fan [8:30] Launching "The Shukri Wrights Podcast" [12:03] Get your copy of the The JOY and Productivity Journal [17:39] Shukri's life demonstrates the power of taking risks [18:54] Shukri's ability to remember sports statistics [32:16] What Shukri did today that put him in the right mindset for success [34:04] Who Shukri thinks will win the 2024 Stanley Cup [35:50] Resources & People Mentioned Get your copy of the The JOY and Productivity Journal The Shukri Wrights Podcast Connect with Shukri Wrights The website On Instagram On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Jen Smith is a personal finance expert and the co-host of the top-rated Frugal Friends Podcast. After she graduated from college, she and her husband buckled down and paid off $78,000 of debt in just two years. They also made extreme lifestyle shifts that she doesn't recommend anymore. She tried to side-hustle her way out of debt. She stopped spending on almost everything altogether, which wasn't the answer. Why? Because she was miserable. She knew she had to find a middle ground between spending frivolously and spending nothing. For the last five years, the "Frugal Friends" podcast has become a journey to find how to get the things you love without going broke. She's on a mission to help people spend in alignment with their values, empowering them to live for today while saving for tomorrow. Listen in for some great takeaways about Jen's journey to eradicate her debt and how she helps others eliminate theirs. You will want to hear this episode if you are interested in... Learn more about Jen Smith and her journey [2:15] Why Jen and her co-host launched Frugal Friends [7:18] Is being "frugal" the same as being cheap? [10:26] Frugality = being efficient with time and money [13:19] Get your copy of "Financial Planning Made Personal" [16:24] You can value nice things and still be frugal [18:32] Why finding your own core values is important [20:37] Budgets are the diets of the financial industry [22:03] The purpose of Frugal Friends "Bill of the week" [25:37] Jen's advice for those interested in podcasting [28:44] What Jen did today that put her in the mindset for success [30:08] Resources & People Mentioned Get your copy of "Financial Planning Made Personal" The ONE Thing by Gary Keller Connect with Jen Smith The website On Instagram On Linkedin On Twitter On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

EJ Snyder is an extreme survivalist, adventurer, and 25-year Army combat vet. But he is most well-known as a Survivalist and the TV Host on the Hit TV Series "Naked And Afraid." He survived 206 Days and NO TAPS! He also hosts Dual Survival and Mountain Masters. EJ was in the US Army and is a highly decorated Army Combat Veteran with 25 years of military service under his belt, serving Ranger positions in Infantry and Airborne units. He moved up the ranks quickly, seeing combat in the Gulf War and Operation Iraqi Freedom 2 from 2004 to 2005. EJ earned two Bronze Star Medals, the Legion of Merit, the Order of St. Maurice (Centurion), and over 40 other Medals and decorations while serving the Nation. Listen in for some great takeaways about EJ's journey from being a highly decorated army combat vet to one of the most well-known survivalists today to becoming a full-blown entrepreneur. You will want to hear this episode if you are interested in... Can you share with our audience a bit about who EJ Snyder is? [3:19] How EJ put his survival skills to the test on "Naked and Afraid" [6:48] What EJ wishes the audience knew about Naked and Afraid [7:41] The experience of filming with a second person [11:14] EJ's interest in strength training and self-defense [13:21] Get a copy of our productivity journal for absolutely free [16:54] What EJ learned from his 25 years in the army [18:26] How EJ turned a passion for knives into a venture [20:08] EJ's advice for entrepreneurs for website security [24:21] What motivates EJ to push forward? [27:51] What EJ did today that put him in the mindset for success? [30:09] Resources & People Mentioned Get a copy of our productivity journal for absolutely free SXB knives Connect with EJ Snyder The website On Instagram On Twitter On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Kevin Espiritu is the founder and CEO of Epic Gardening. As a self-taught gardener, Espiritu has spent over a decade producing educational gardening content across YouTube, TikTok, Instagram, Facebook, The Beet Podcast, and the Epic Gardening blog. It was all in service of a simple mission: teach the world to grow. Epic Gardening has amassed over 10 million social media followers, 21 million podcast downloads, and 100 million blog visits. In 2020, he purchased his first home in San Diego, CA, which was a small 1,000-square-foot home on a 13,000-square-foot lot. This became his home base for experimenting beyond the garden: into energy systems, composting, chicken keeping, canning, preserving, and water capture. These experiences formed the basis for this book, "Epic Homesteading." Additionally, Espiritu has authored two other books, Field Guide to Urban Gardening and Grow Bag Gardening. Listen in for some great takeaways about Kevin's journey from hobby blogger to YouTuber to entrepreneur. You will want to hear this episode if you are interested in... Learn more about Kevin Espiritu and Epic Gardening [2:58] How a self-taught gardener became the "Plant Daddy" [5:06] What inspired Kevin to launch Epic Gardening? [6:27] How the pandemic impacted the growth of Epic Gardening [8:45] Don't listen to anyone who hasn't done what they're talking about [12:08] Kevin's advice for content creators looking to grow their audience [16:18] Get your copy of "Financial Planning Made Personal" [18:08] How Kevin has changed how he approaches content creation [22:45] Kevin's process for hiring and prioritizing who to hire first [26:20] How Kevin finds inspiration to expand and grow his business [30:24] What Kevin did today that put him in the right mindset for success [32:44] Resources & People Mentioned Get two chapters of "Financial Planning Made Personal" for free! Connect with Kevin Espiritu The website On Instagram On Twitter On Linkedin On Facebook On YouTube On TikTok Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Preston Holland is the Chief Commercial Officer at FLYING Finance. FLYING Finance is an aviation finance company that helps buyers and fractional owners of airplanes secure traditional or creative financing for personal and private aviation. Preston has a deep understanding of the aviation industry and a commitment to making dreams take flight. Preston and his team provide tailored financing solutions for the purchase of business jets, piston aircraft, turboprop aircraft, helicopters, and more. In addition, Preston writes a weekly newsletter called "Learn To Fly Private," focused on teaching business owners and high net-worth individuals the ways they can fly private. Before leading FLYING Finance, Preston was COO and second in command for the Private Equity-style roll-up at FLYING Media Group, which acquired 28 Aviation and 10 Marine media brands including FLYING Magazine, aircraftforsale.com, AvBuyer.com, and more. Listen in for some great takeaways about Preston's journey in the aviation industry, and how his passion for the profession has allowed himself, his team, and his clients soar to new heights. You will want to hear this episode if you are interested in... Learn more about Preston Holland and FLYING Finance [3:18] Why Preston and his team purchased FLYING Magazine [9:20] Building FLYING Magazine into a multi-media empire [13:27] FLYING's master-planned air park community [15:05] How to get your "Joy and Productivity Journal" [17:54] Becoming the Chief Commercial Officer of FLYING Finance [21:29] The biggest misconception about flying private [22:57] Preston's biggest tip about flying private [28:30] What Preston did today that put him in the mindset for success [33:27] Resources & People Mentioned FLYING Magazine AircraftForSale.com AvBuyer.com Subscribe: FLYING Finance newsletter Connect with Preston Holland The website On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Vincent "Vinny" Chapman is known around the world as "The Dancing Umpire." Vinny started umpiring baseball during his sophomore year in high school. As a former player from t-ball to the high school ranks, Vincent's first game as an umpire was a little league game in Atlanta, TX. He viewed umpiring as a way to continue to be part of the game he enjoys so much. In 2008, he started dancing for fun at youth baseball games in between innings. This earned him "The Dancing Umpire" name. In 2015, a video of Vincent dancing at a game went viral on social media reaching over 12 million views and thousands of shares. Ellen Degeneres uploaded one of his dancing videos on Ellentube increasing his reach even further. With his unique approach to umpiring continuing to rise in popularity, the Savannah Bananas reached out and offered Vincent an opportunity to be the home plate umpire for the Bananas' games. He jumped at the chance and has been delighting their fans with his charismatic personality and exciting dance moves since February of 2022. Listen in for some great takeaways about taking something you love and turning it into a career. Vinny is a vital member of the Savannah Bananas team, entertaining people all over the world through the sport of baseball. You will want to hear this episode if you are interested in... Learn more about Vincent "Vinny" Chapman [3:31] How Vinny became the umpire for the Savannah Bananas [4:40] Why Vinny became "The Dancing Umpire" [6:40] How Vinny's dancing video went viral [9:04] Experiencing the energy of a Savannah Bananas game [12:18] How to get your copy of "Financial Planning Made Personal" [15:28] The Savannah Bananas moment that Vinny will never forget [18:07] What being part of the Savannah Bananas has taught Vinny [22:29] Vinny's advice for aspiring umpires [23:53] How to craft your own path in the world [27:37] What Vinny did today that put him in the mindset for success [29:03] Resources & People Mentioned Get two free chapters of "Financial Planning Made Personal" Connect with Vincent Chapman The website On Instagram On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

The world of wine investment is often seen as an exclusive realm accessible to the affluent and connoisseurs. This perception is changing, thanks in part to Anthony Zhang, the co-founder and CEO of Vinovest. Vinovest is a revolutionary platform committed to democratizing wine investment by reducing cost—and complexity—for the average investor. It not only empowers you to tap into the world of wine investment but allows you to savor the taste of exquisite fine wines while providing the opportunity of returning a profit. Imagine sipping on a Bordeaux or Burgundy with the potential to watch your portfolio grow. At 21, Anthony suffered a devastating injury that left him paralyzed from the neck down. Rather than succumbing to despair, he displayed remarkable grit, steering his first business from the confines of a hospital room. Against all odds, he scaled and transitioned out of that company—a monumental achievement. He's used that same mindset to build Vinovest. Listen in for some great takeaways about Anthony's entrepreneurial journey. His story serves as a reminder that you can overcome any obstacle with the right mindset. You will want to hear this episode if you are interested in... Learn more about Anthony Zhang and Vinovest [3:17] How Anthony's injury transformed his mindset [7:09] Why Anthony embraces leads with levity [11:02] What led Anthony to found Vinovest [12:27] What is highly-appreciating wine? [16:02] Get your copy of the "Joy and Productivity Journal" [17:05] Democratizing the world of fine wine [17:51] Why they branched out into whiskey lots [23:20] What level of investment are you looking at? [25:44] What Anthony did today that put him in the mindset for success [31:00] Resources & People Mentioned Episode #6: Behind the Counter with Andy Lamba Episode #104: WhiskyCast Episode #139: G.R.I.T with Austin Hatch Get a Free copy of our JOY and Productivity Journal Connect with Anthony Zhang Email at Anthony(at)Vinovest.co The website On Twitter Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Aaron Volpatti is an Author, Cognitive Performance and Injury Coach, Speaker, retired NHL player, and burn survivor. He is a pioneer in Cinematic Visualization and performance mindset. After a horrific campfire accident in 2005, Aaron was airlifted to Vancouver General Hospital. He suffered second and third-degree burns to 40% of his body and was told his hockey career was over. He faced insurmountable odds. After several surgeries and a gruesome recovery, he returned to the ice four months after his injury and signed with the Vancouver Canucks five years later. In his 5th season with the Washington Capitals, Aaron was hit from behind and underwent a spinal fusion surgery that forced him to retire. His successes wouldn't have been possible without the powerful visualization practice he developed. He wrote his own story and visualized it every day. This practice has taken him to the highest level in professional sports—and saved his life. Listen in for some great takeaways about facing adversity and how important your mindset is to your success. You will want to hear this episode if you are interested in... Summoning the strength to pursue his dreams after a horrific injury [4:55] Learning about cinematic mind-mapping visualization [15:02] Get your copy of "Financial Planning Made Personal" [19:49] What compelled Aaron to major in human biology? [20:30] Aaron's advice for navigating life after hockey [22:44] Why Aaron wrote, "Fighter: Defying The NHL Odds" [25:20] Aaron's advice for young hockey players and their parents [27:47] How can we continue to help the hockey culture evolve? [31:50] What Aaron did today that put him in the right mindset for success [34:16] Resources & People Mentioned Get your copy of "Financial Planning Made Personal" Life After the NHL with Cody Bass, Episode #89 Matterhorn Fit with Ryan Vesce, Episode #118 UMass Transfer to NHL Reporter with Jonny Lazarus, Episode #154 Fleury 14, Episode #63 Aaron's book: "Fighter: Defying The NHL Odds" Connect with Aaron Volpatti The website On Instagram On Twitter Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Josh Brown is the co-founder and CEO of Ritholtz Wealth Management. Before that, he was a stockbroker. As a stockbroker, he learned how to sell, how to handle rejection, and everything not to do with your money. When he realized that everything he'd done in his 10 years as a stockbroker wasn't helping his clients (nor doing anything for his career), it was an epiphany. He changed his profession so he could help clients. So he shifted from being a commission-based broker to a fee-based financial advisor. He met Barry Ritholtz through his financial blog, "The Reformed Broker." Eventually, they partnered and formed Ritholtz Wealth Management. They started with $60 million in AUM in September 2013 and they've grown to over $4.3 billion with 65 employees in 15 cities. Listen in for some great takeaways from Josh's journey within financial services and how he's used content creation to grow his brand. You will want to hear this episode if you are interested in... Learn more about Josh Brown and Ritholtz Wealth Management [2:45] Learn about Josh's first movie, "This Is Not Financial Advice" [6:20] Why Josh transition to a fee-based financial advisor [8:14] Josh's goal when he became the "Reformed Broker" on Twitter [12:03] How Josh's blog post "How I Invest My Money" became a book [16:30] Get your copy of "Financial Planning Made Personal" today! [21:28] Why it's important that what you invest in brings you JOY [22:10] Learning more about the "FutureProof" Festival and it's goal [26:45] The power of walking away and stepping into the next thing [30:46] Why Josh is investing his time in content creation on YouTube [34:40] What Josh did today that put him in the right mindset for success [37:21] Resources & People Mentioned Get your copy of "Financial Planning Made Personal" today! "This is Not Financial Advice" on Apple TV Josh's book: "How I Invest my Money" Long Island Cares The FutureProof Festival Ritholtz Wealth Subscribe to Josh's blog Connect with Josh Brown The website On Instagram On Twitter On Linkedin On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Daniel Carcillo, known as "Car Bomb" during his professional ice hockey career, is a former NHL player turned mental health advocate and entrepreneur. Carcillo's journey has taken him from the rink to a powerful voice for mental health awareness and player safety. Dan's hockey career spanned 10 seasons, during which he played for the Philadelphia Flyers, Chicago Blackhawks, and New York Rangers. Known for his gritty playing style and physicality, he played a crucial role in the Chicago Blackhawks' 2013 and 2015 Stanley Cup championship victories, showcasing his versatility as both an enforcer and a skilled player. Following his retirement from professional hockey, Carcillo embarked on a new mission to bring attention to the mental health challenges faced by athletes, particularly in the hockey community after suffering from concussion-related symptoms. Through working with foundations like No Fallen Heroes, he has worked tirelessly to provide resources, education, and support for individuals navigating mental health challenges, including athletes and veterans. Carcillo has been a prominent figure in speaking out against the toxic culture within professional hockey. His courage in sharing his own struggles has ignited conversations and spurred positive changes within the sport. Listen in for some great takeaways about Dan's journey from hockey enforcer to mental health advocate and his burning passion for creating positive change while trying to create a supportive environment within the world of sports. You will want to hear this episode if you are interested in... Learn who Daniel Carcillo is (and what he's passionate about) [3:54] Daniel's experience playing in the NHL [9:05] Why Daniel stepped forward to address brain health [12:13] The abuse Daniel endured during his Junior hockey days [17:05] Get your copy of "Financial Planning Made Personal" [19:59] What Daniel wishes young men suffering abuse knew [23:54] How do we get more young people to be upstanders? [27:23] What Daniel thinks the future of hockey looks like [31:17] What Daniel did today that put him in the mindset for success [33:10] Resources & People Mentioned Get "Financial Planning Made Personal" on sale Psychedelic Medicine Coalition Healing Realty Trust No Fallen Heroes Foundation Connect with Daniel Carcillo The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Blaine Anderson is the founder and CEO of Dating By Blaine, an online dating coaching and matchmaking service for men. Blaine has served nearly 3,000 happy clients and built a multi-seven figure business in just 3 years, almost entirely organically through her Instagram, where she reaches over 5 million unique men each month. Blaine loves to help fellow creators, entrepreneurs, and business leaders grow their organic reach and revenue online. Listen in for some great takeaways from Blaine's journey. She shares how you, too, can launch a successful business. You will want to hear this episode if you are interested in... Learn more about Blaine Anderson and Dating by Blaine [2:33] How Blaine's journey on Shark Tank ended [8:40] The tip that has resonated with the most people [13:10] What Blaine has learned since she started coaching [14:52] Get your copy of "Financial Planning Made Personal" [15:51 Why Blaine's Instagram videos resonate [16:37] Blaine's advice for someone skeptical about hiring a coach [18:45] How to take your passion and generate revenue [22:25] Blaine's tips for those in a long-term relationship [25:08] What Blaine did today that put her in the mindset for success [27:25] Resources & People Mentioned CocoVinny, Episode #93 Creating Superfans with Brittany Hodak, Episode #153 Get your copy of "Financial Planning Made Personal" Connect with Blaine Anderson The website On Instagram On Twitter On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

In 2016, John Cronin was attending his last year of high school. Like every high school senior, he was trying to figure out what came next. John is a natural entrepreneur. He wanted to start a business with his dad. But what were they going to do? John thought about opening a food truck. But they ran into a problem: neither of them could cook. But then John had a "Eureka!" moment. They decided to sell crazy socks. Why socks? Because they're fun, colorful, and John loved them. If John loved them that much, they realized they could find other people who loved them, too. John is not only an entrepreneur, but he also has Down syndrome. Every day, John and his father, Mark, show what people with differing abilities can do. More than half of their colleagues have a differing ability. John's Crazy Socks is a social enterprise with a mission to spread happiness. Listen in for some great takeaways about the entrepreneurial journey of a father and son who are paving the way for those with different abilities. They're making a huge impact while spreading happiness everywhere they go. You will want to hear this episode if you are interested in... Learn more about Mark and John Cronin [3:03] How did John's Crazy Socks come to be? [6:22] John's favorite pair of socks [9:50] What it felt like to launch a business with each other [10:59] Why they're passionate about the Special Olympics [12:45] Learn more about World Down Syndrome Day [14:36] Get your copy of "Financial Planning Made Personal" [16:27] Why they promote World Down Syndrome Day [17:05] Why it's important to hire people with differing abilities [18:47] John's favorite story of someone who's worn their socks [22:01] How to create a business with a strong social mission [24:56] What John did today that put him in the mindset for success [27:39] Resources & People Mentioned Grab your copy of "Financial Planning Made Personal" Sign up for Paula's Newsletter Get the Afford Anything Podcast Show Notes The Knowledge Project Podcast The Everywhereist Connect with Paula Pant The website On Instagram On Twitter On Linkedin On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Paula Pant graduated college having no idea that self-employment and entrepreneurship were an option. She got a job as a newspaper reporter for a small paper in Colorado. She started going to journalism conferences that covered print, radio, television, and freelancing. She dipped into some of the freelancing sessions. That's when she learned she could be self-employed. She worked at the newspaper for three years and wrote freelance articles in the evenings/weekends. She made far more as a freelance journalist. She left the newspaper and became a full-time freelancer. Then she decided to build out Afford Anything, which started as a blog and newsletter before becoming a podcast. Paula's podcast is now an award-winning show with more than 28 million downloads. It was named by the New York Times as one of "7 Podcasts Your Wallet Will Love." In this episode, she shares why her podcast has seen so much success, how you can learn to think differently about financial decisions, and why the notion of traditional retirement is antiquated. You will want to hear this episode if you are interested in... Paula's transition from newspaper journalist to self-employment [2:41] Where the idea for the Afford Anything podcast came from [5:20] Why Paula believes her podcast is so successful [10:35] Why people believe that money is the root of all evil [13:56] How to grab your copy of "Financial Planning Made Personal" [17:20] How can those working to expand their reach improve their storytelling? [18:17] Breaking away from conventional wisdom on financial independence [23:10] Why travel should be a community-based endeavor [27:03] What Paula did today that put her in the mindset for success [31:23] Resources & People Mentioned Grab your copy of "Financial Planning Made Personal" Sign up for Paula's Newsletter Get the Afford Anything Podcast Show Notes The Knowledge Project Podcast The Everywhereist Connect with Paula Pant The website On Instagram On Twitter On Linkedin On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Ryan is the Founder and CEO of Deviate. He's an expert facilitator with a gift for bringing out the best in people. Currently, he is the performance coach for high-capacity leaders around the world. He and his team have helped organizations rebound from turmoil, scale start-ups, and build cultures for locker rooms, corporations, and world tours. He's coached executives, rock bands, athletic coaches, and professional athletes and advised a successful foreign presidential campaign. Ryan delivers life-altering coaching and experiences in partnership with the National Football League (NFL). To date, Ryan has coached club executives and their senior leadership teams from over half of the NFL and the league itself, including the New York Jets. Listen in for some great takeaways about the benefits of becoming a better leader and the impact it can have on your company, your career, and your life. You will want to hear this episode if you are interested in... Learn more about Ryan Blanck and Deviate [2:33] Why the tagline "off track on purpose?" [7:48] Why empathy is the most important leadership skill [8:52] What "You teach people how to treat you" means [12:56] Get your copy of "Financial Planning Made Personal" [19:00] How Ryan started working with the NY Jets [19:40] How communication skills help businesses last [23:40] The difference between a stretch goal and a strain goal [26:53] Ryan's America's Funniest Home Videos prank [31:35] What Ryan did today that put him in the right mindset for success [33:46] Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Glenn Lundy is the President and CEO of the 800% Elite Automotive Club. Glenn Lundy trains dealership owners and general managers how to transform their company culture to supercharge the effectiveness of their dealerships. By doing this, the lives of their employees are positively impacted and they set themselves up for sustainable lifetime success. He has dedicated the past 25 years of his life to the automotive industry and has built a reputation as a respected professional in the field. As an author, Glenn has written several books sharing his knowledge and expertise to help people unlock their full potential. He is a sought-after motivational speaker, using his experiences to inspire and encourage others to achieve their goals. He also hosts a daily morning show called "The 800% Club," where he shares his insights and knowledge to help people all around the world "Unlock Their Full Potential." Listen in for some great takeaways about Glenn's transformation from car salesman to successful entrepreneur and his mission to help others do the same. You will want to hear this episode if you are interested in... Learn more about Glenn Lundy and the 800% Elite Automotive Club [2:52] The transformation from car salesman to successful entrepreneur [6:30] Celebrate the behaviors you want to see more of [11:05] Get your copy of Financial Planning Made Personal! [16:16] Why Glenn always pairs gratitude with goal-setting [16:55] Use the phrase "Act As If' when you create an AI prompt [19:00] Why Glenn founded the 800% Elite Automotive Club [23:28] Why Glenn replaced the word "spend" with "invest" [29:27] What Glenn did today that put him in the right mindset for success [33:56] Resources & People Mentioned Get your copy of Financial Planning Made Personal! Blue Ocean Strategy by W. Chan Kim and Renee Mauborgne Glenn's FREE eBook: The Morning Five Connect with Glenn Lundy The website On Instagram On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

After more than a decade of researching humor—and applying it in his own life—Paul Osincup realized it was powerful. Paul became interested in the use of humor to influence, lead, decrease stress, and boost resilience. There's a lot written about how good humor is for us. There are so many ways to apply the principles of comedy with positive psychology and neuroscience. But no one tells you how to develop your sense of humor. No one tells you that you can rewire your brain to see the humor in life. That's why Paul is on a global mission for workplace happiness that has provided him the opportunity to work with hundreds of organizations including Google, The U.S. Army, and the Harvard Kennedy School of Leadership. Listen in for some great takeaways about how humor and laughter can help your company meet and exceed its business goals. You will want to hear this episode if you are interested in... Learn all about Paul Osincup [2:44] What is a Humor Strategist? [5:20] Injecting humor into presentations [9:09] Why "Leading with laughter" is critical [11:08] How to balance being credible and comical [12:40] Why you shouldn't take yourself too seriously [14:53] Grab a copy of "Financial Planning Made Personal" [18:04] What are the benefits of laughter? [18:46] Why Paul wrote "The Humor Habit" [21:31] How to implement humor in your life [23:10] Life is too important to take seriously [25:14] What Paul did today that put him in the mindset for success [28:51] Resources & People Mentioned Grab a copy of "Financial Planning Made Personal" The Top Five Regrets of the Dying Paul's book, "The Humor Habit" Connect with Paul Osincup The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Consumer fraud is an issue that's run rampant for too long. And when it impacts the elderly, it's heartbreaking. Kathy Stokes—the Director of Fraud Prevention Programs with AARP—is passionate about educating older adults on the risks that fraud represents to their financial security. Since 2019, she and her team have vastly expanded AARP's leadership in this space, including the creation of a new victim support program, a multi-year campaign to end the use of gift cards in fraud, and the formation of a national effort to fundamentally transform how our country addresses consumer fraud. Listen in to learn more about Kathy's mission to eradicate fraud by educating older adults on what to look out for—and avoid—to protect their financial security. You will want to hear this episode if you are interested in... Learn more about Kathy Stokes [2:55] How Kathy became the head of AARP's Fraud Watch Network [5:22] The mission of AARP's Fraud Watch Network [6:44] What is financial crime? [9:07] Why isn't financial crime taken seriously? [12:12] Check out "Financial Planning Made Personal" [13:50] How to protect yourself from financial scams [14:26] Should you use a monitoring service? [18:01] The sad tale of a romance scam 19:10] Why the language we use matters [25:01] Changing the narrative: Fraud victims are crime victims [27:09] What Kathy did today that put her in the right mindset for success [33:56] Resources & People Mentioned AARP Fraud Watch Network Helpline: 877-908-3360 Blame and Shame in the Context of Financial Fraud Check out "Financial Planning Made Personal" IRS Phone Scam, Episode #94 Connect with Kathy Stokes The website On Twitter On Linkedin On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Nick Gray is an entrepreneur and best-selling author who started and sold—not one—but two successful companies: Flight Display Systems and Museum Hack. Over 75,000 people have watched his TEDx talk about why he hates most museums. He's also the author of "The 2-Hour Cocktail Party, a step-by-step handbook" that teaches you how to build big relationships by hosting small gatherings. He's been featured in The New York Times, The Wall Street Journal, and New York Magazine called him a host of "culturally significant parties." Listen in for some great takeaways about Nick's journey of building and selling successful companies and using his love of cocktail parties to help make friends and grow businesses. You will want to hear this episode if you are interested in... Learn more about entrepreneur Nick Gray [2:25] How Nick become the Founder of "Museum Hack" [3:58] Successfully growing and selling Museum Hack [6:09] Learn to "hook" your audience in just three seconds [11:05] Learn more about Nick's book, "The 2-Hour Cocktail Party" [15:43] Check out our book, "Financial Planning Made Personal" [17:37] Can you share why you wrote the book and what its message is? How someone who sucks at networking becomes the life of the party [19:53] How can growing your network of "loose connections" help you succeed? [23:42] What hosting a 2-hour cocktail party entails [26:00] Renting an entire indoor waterpark for his 40th birthday [31:33] What Nick did today that put him in the right mindset for success [32:48] Resources & People Mentioned Check out our book, "Financial Planning Made Personal" Nick's Book, "The 2-Hour Cocktail Party: How to Build Big Relationships with Small Gatherings" Museum Hack Connect with Nick Gray The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

How do you unlock peak performance? Dr. Cassidy Preston believes that the foundation for performance needs to be mindset. That's why Dr. Cassidy founded Mental Performance Coach at CEP Mindset. He is dedicated to optimizing the mindsets of elite athletes and high-performers. His priority is to connect and understand each client and the unique challenge(s) they are facing. From there, he creates practical and personalized strategies that deliver repeatable and reliable results. He is the guide behind the scenes, helping high performers gain a mental edge over their competition. His clients range from professional athletes to surgeons, hedge fund managers, and CEOs. He's built one of the largest mental performance coaching firms in the world. Today we get to pull back the curtain and learn the principles and strategies that the best athletes in the world use to optimize their mindset. Listen in for some great takeaways about the benefits of working on the most precious part of your body: your mind. You will want to hear this episode if you are interested in... Learn more about Dr. Cassidy Preston [2:41] Why is mindset so important? [4:57] What sports parents need to know [9:18] Dr. Cassidy's 3 steps to winning the mental game [14:49] Get a copy of "Financial Planning Made Personal" [17:17] How to stop obsessing over results [17:51] Using the "Me vs. Me" mentality to succeed [23:00] Leverage breathwork to manage your mental state [25:05] Why Dr. Cassidy developed the Mental Toughness Playbook [27:10] What is the "Overthinking Paradox?" [29:12] What Dr. Cassidy did today that put him in the mindset for success [33:00] Resources & People Mentioned Get a copy of "Financial Planning Made Personal" The Gap and the Gain by Dan Sullivan Dr. Cassidy's book, "Mindset First" CEP Mindset Connect with Dr. Cassidy Preston The website On Instagram On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Have you ever thought about writing a book? Are you one of the people who says "I have a book inside me" but never takes the leap? Lauren Cobello is a renowned TV personality, author, and prominent figure in the world of public relations. Lauren took her personal triumph of overcoming debt and built a brand through a website and social media. She garnered numerous media appearances on the TODAY show, GMA, Dr. Oz, Rachael Ray, and hundreds of other TV shows. She leveraged those media appearances and social media followings to land a book deal with a large publisher. Then she founded Leverage with Media PR to help others do the same thing. Listen in to learn why a book is the new business card and how Lauren can help you utilize it to become a household name—increasing your credibility and visibility for you and your business. You will want to hear this episode if you are interested in... Learn more about Laren Cobello and Leverage with Media PR [3:10] How Lauren became a regular on the Rachael Ray Show [5:28] Why Lauren launched Leverage With Media [8:22] Why a book is the new business card [10:49] Lauren's advice for someone writing a book [13:10] The difference between a book and a pamphlet [16:30] Get a copy of "Financial Planning Made Personal" [18:13] How to get your message out into the media [18:51] What can you do to get camera-ready? [23:42] Why Lauren downsized her home (and the impact it made) [27:04] Who Lauren is rooting for to win the Stanley Cup [30:22] What Lauren did today that put her in the mindset for success [33:14] Resources & People Mentioned I Am That Lady Website Get a copy of "Financial Planning Made Personal" Stopping the Glass Ceiling with Manon Rhéaume, Episode #25 Connect with Lauren Cobello The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Emily Jaenson is a keynote speaker, podcast host, author, and co-founder of the Assist Group. Emily has been called a next-level motivator and inspirational leader. She lives up to her motto, "Be so good they won't forget you!" Emily grew up in a small town with amazing parents but wanted more excitement. The person she was couldn't reach the goals she had for herself. She needed to become a more confident person. So she was intentional about putting herself in uncomfortable situations to experience the growth she wanted. Emily's wildly successful TEDx talk, "Six Tips for Building Your Confidence," which garnered 3 million views in one year, covers some of the strategies she used to boost her own confidence. Listen in for some great takeaways about leadership for the next generation and how confidence can play a role in your success. You will want to hear this episode if you are interested in... Learn more about Emily Jaenson [3:01] What it's like to present a TEDx Talk [7:01] Why confidence is key to success [13:38] Check out "Financial Planning Made Personal" [15:58] The 6 behaviors to increase your confidence [16:41] Be so good they won't forget you [28:39] The first female in Triple-A baseball to hold the GM role [30:55] What Emily did today that put her in the mindset for success [35:06] Resources & People Mentioned Check out "Financial Planning Made Personal" Leadership is Female Emily's TEDx talk: 6 Tips for Building Your Confidence Connect with Emily Jaenson The website On Instagram On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Samantha Allen—the Senior Vice President of Digital Marketing at Carson Group—is a rockstar when it comes to digital marketing. She was recently recognized by WealthManagement.com as a rising star. She is part of our team at Carson Group and leads the integrated channel team. That means she is responsible for events, digital marketing, and public relations. She sets and supports strategy and execution for brand growth, consumer lead generation, advisor recruitment, M&A, and industry thought leadership. Samantha is a self-proclaimed nerd and expert in all things digital marketing. Listen in for some great takeaways about the latest marketing trends, the AI landscape, and the tech platform she helped build to measure analytics and data—something all businesses need to do. You will want to hear this episode if you are interested in... Learn more about Samantha Allen [2:23] What is the "The Digital Debrief?" [6:38] The Marketing Monitor: Why analytics is essential [8:50] How AI is changing the digital landscape [14:08] Samantha's advice for young professionals as new parents [18:02] Check out Financial Planning Made Easy [19:44] There's no place for sexism in marketing [20:33] The 2023 women in wealth management report [23:32] How Excell Represent is making an impact [28:38] The best way to be an ally for women [32:21] What Samantha did today that brought her joy [35:43] Resources & People Mentioned Excell Represent Conference The Digital Debrief Newsletter The 2023 Women in Wealth Management Report Connect with Samantha Allen The website On Instagram On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Dr. Margaret Robinson Rutherford is a clinical psychologist with thirty years of experience, an author, a TEDx speaker, and a podcast host. Dr. Margaret is known for her vibrantly engaging and theoretically well-crafted presentations. Her passionate message is that healthy mental and emotional lives can be created through becoming more transparent with one another. Sharing who you really are with those you trust is a huge step toward connection and good mental health. Margaret is challenging the mental health profession to question their overreliance on the official symptom checklist for diagnosis. Instead, we need to create normalcy around suicidal feelings, listen to each person's actual experience of their life, and respond with safety and compassion, rather than stigmatizing this very real and excruciatingly painful part of human existence. She's also known for her book, "Perfectly Hidden Depression: How to Break Free from the Perfectionism That Masks Your Depression," and her highly popular podcast, The SelfWork Podcast. It has been continuously rated as one of the best podcasts for mental health and depression. Listen in for some great takeaways on how we can reduce the stigma around mental health and suicide to help everyone. You will want to hear this episode if you are interested in... Learn more about Dr. Margaret Rutherford [3:02] Why Dr. Margaret became a therapist [6:29] What is perfectly hidden depression? [11:31] Check out our book "Financial Planning Made Personal" [14:14] Why striving for perfection can be dangerous [14:53] How Dr. Margaret got a TEDx Talk [16:45] Why you should listen to Dr. Margaret's podcast [19:34] What is "phubbing?" Why does it damage relationships? [23:40] Dr. Margaret's tips for empty-nesters [24:58] How to care for your mental health [28:03] What Dr. Margaret did today that put her in the mindset for success [31:31] Resources & People Mentioned Financial Planning Made Personal Dr. Margaret's TEDx Talk The SelfWork Podcast The Perfectly Hidden Depressed Person: Are You One? Dr. Margaret's book: Perfectly Hidden Depression I Don't Want to Talk About It by Terrence Real Connect with Dr. Margaret Rutherford The website On Instagram On Linkedin On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Caroline Gaynor is the Vice President, Relationship Director, and Investment Specialist at Avantis Investors®. She is passionate about serving the advisor community. She has more than 17 years of experience in financial services and is a sought-after public speaker. Her stories and presentations draw from ongoing volunteer work as a sighted guide for blind and visually impaired athletes. Caroline is an accomplished endurance athlete who has been competing in triathlons for over two decades. Caroline devotes much of her free time to guiding blind and visually impaired triathletes through Ironman triathlons. Caroline shares what she's learned as a triathlete guide and how it's impacted her personally in this episode of Mitlin Money Mindset®. You will want to hear this episode if you are interested in... Learn more about Caroline Gaynor and her passion for sports [3:03] How sports have shaped Caroline's life [5:06] Why Caroline decided to run her first triathlon/Ironman [7:43] Why Caroline became a triathlon guide in 2008 [12:36] Check out our book "Financial Planning Made Personal" [17:19] How they identify the athlete they pair you with [19:04] What Caroline has learned from the athletes she guides [20:55] How Caroline got involved in the world of finance [23:39] How can we get more women in the finance profession? [29:29] What Caroline did today that put her in the right mindset for success [33:00] Resources & People Mentioned Financial Planning Made Personal Achilles International Excell Represent American Century Investments® Connect with Caroline Gaynor The website On Linkedin On Instagram On Twitter Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Bonnie Treichel is a nationally recognized retirement plan expert, speaker, and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry. Bonnie wanted a scalable way for advisors to work with small business owners who want to offer retirement plans for their employees. It's expensive to get access to an ERISA attorney. So Bonnie created a model so advisors could have affordable access through a consulting firm: Endeavor Retirement. Bonnie works to make retirement legislation easy to understand. She keeps advisors up-to-date on the rules and regulations through webinars, presentations, and consultations. The result? Advisors and consultants help more people access retirement savings. Listen in for some great takeaways about creating a retirement plan for you and your employees that will be compliant—and help them work toward their goals. You will want to hear this episode if you are interested in... Learn more about Bonnie Treichel [3:09] Why Bonnie decided to start her own business [4:51] Bonnie is passionate about helping people save for retirement [7:21] Why it's important to understand what a fiduciary is [10:45] Steps to take to get on the best path for retirement [15:12] Check out our book "Financial Planning Made Personal" [19:16] How to manage your retirement accounts once retired [20:01] Understand The SECURE Act and The SECURE Act 2.0 [23:29] Bonnie's advice for small business owners and state retirement plans [29:06] The challenges business owners might face running retirement plans [32:55] What Bonnie did today that put her in the right mindset for success [35:29] Resources & People Mentioned Financial Planning Made Personal SECURE 2.0 Act Connect with Bonnie Treichel The website On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

When Jim Gale was 19, his college wrestling coach asked everyone to write down their goals. Jim wrote down his goals based on what he'd learned from Dennis Waitley in his book, "The Psychology of Winning: Ten Qualities of a Total Winner." Jim wanted to be a three-time All-American wrestler and a national champion. Jim had experienced the feeling of living with those goals. He knew he'd achieve them. Four years later, he was a four-time All-American wrestler and a national champion inducted into the hall of fame. After college, Jim traveled the world, spending the entire time writing and researching what was possible for his future. Jim decided he wanted to retire in three years. He went to work for a mortgage company at 100% commission. He jumped from company to company. But something was missing. So Jim started his own company and did $1.3 billion in gross revenue in 3.5 years. He got sick of the industry and bought a boat. After indulging in a year of oceanic bliss aboard his boat, Jim's path led him to Costa Rica, where he discovered permaculture and realized its potential to revolutionize our lives. Bill Mollison, one of the founders of permaculture, said "Though the problems of our world are increasingly complex, the solutions remain embarrassingly simple." Jim became obsessed with asking the question, "How do we change the world? How do we help the world learn to use their resources wisely?" With a vision to bring permaculture to every household on the planet, Jim founded Food Forest Abundance. They empower individuals to create their own self-sustaining ecosystems through innovative techniques and a commitment to education. Food Forest Abundance is redefining the way we grow and consume food. Listen in for some great takeaways about creating and living a sustainable life by design. You will want to hear this episode if you are interested in... Learn more about Jim Gale and Food Forest Abundance [3:54] What is a Food Forest? [11:31] Why grow a food forest instead of a traditional garden [12:33] How a food forest would be different in Minnesota versus Florida [15:39] Check out our book, "Financial Planning Made Personal" [18:05] How would the adoption of permaculture change modern farming? [18:50] Why Jim and his wife created Galt's Landing in Florida [21:50] How Jim seeks to inspire more people to consider off-grid living [24:52] How meditation has transformed Jim's life? [25:56] How can you begin to make an impact? [28:48] What Jim did today that brought him joy [33:06] Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Philip Taylor is a CPA, writer, entrepreneur, and founder of FinCon. Philip—also known as "PT"—founded and launched FinCon in 2011. FinCon is an annual conference and trade show for content creators and brands in personal finance. The conference caters to attendees as well as exhibits and sponsorships. Those who attend are primarily personal finance creators and brands. In less than 10 years, this event grew from nothing to almost 3,000 attendees and $1.6 million in revenue. I'm honored to attend this event and sit on a panel for the 2023 conference. has been quoted and featured in multiple media outlets including The New York Times, The Washington Post, Forbes, Fox Business, and more. Listen in for some great takeaways about creating content, an abundance mindset, and being a successful entrepreneur. You will want to hear this episode if you are interested in... Learn more about Philip Tyler (PT) [2:31] FinCon: "Where Money and Media Meet" [6:30] Why FinCon has become a strong community [11:51] The evolution of FinCon over the years [14:13] How to get a copy of "Financial Planning Made Personal" [16:02] Philip's advice for content creators in the financial space [16:40] The NerdWallet model of monetizing content [22:04] Why an abundance mindset is important in tackling financial literacy [24:51] Philips #1 tip to improve your golf game [28:23] What Philip did today that put him in the right mindset for success [29:40] Resources & People Mentioned Get a copy of "Financial Planning Made Personal" Connect with Philip Taylor The website On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Greg Antonelle spent twenty years in the staffing/executive recruiting industry before becoming fully immersed in the travel industry. He and his wife Elyssa started MickeyTravels, LLC in January 2011. MickeyTravels was initially born out of his wife's passion for Disney. Greg started MickeyBlog.com five years ago to be the marketing arm of MickeyTravels. It has grown into a leading Disney blog and the engine for their travel business. In 2019, they took the plunge and moved to Florida. They now live a few miles behind Magic Kingdom and see the fireworks nightly from their backyard. Moving to Florida allowed them to rapidly grow their business. They are now the only travel agency in the world that is Diamond EarMarked, Disney-Only (they only book Disney vacations), and 100% Free. They never charge clients any fees. Instead, they get paid directly by Disney. Listen in for some great takeaways about building a business around something you're passionate about. You will want to hear this episode if you are interested in... Learn more about Greg Antonelle and MickeyTravels [3:35] Earning the DIAMOND EarMarked status by Disney Destinations [8:42] Greg's tips to work successfully with your spouse [11:47] How to get a copy of "Financial Planning Made Personal" [14:58] How to fuel business growth through content creation [15:37] Why you should work with a Disney travel agent [21:28] The biggest mistake Disney travelers make [23:49] Greg's most magical Disney experience [26:36] What Greg did today that put him in the right mindset for success [28:52] Resources & People Mentioned Get a copy of "Financial Planning Made Personal" The Vascular Birthmarks Foundation The Mickey Blog Connect with Greg Antonelle The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

What story are you telling yourself about your life? What do you want your life to look like? What are your dreams? How can you make those dreams happen? Adam Coelho (kway-yo) is the host of The Mindful FIRE Podcast, a show about crafting a life you love and making work optional using mindfulness, envisioning, and financial independence. Adam believes crafting a life you love starts with answering the question "What do I truly want?" and helps people answer it so they can start living the life they dream of right now. His insight is born from personal experience. He nearly lost his dream job at Google. Adam put his brain's power to work and overcame the challenge to stay at Google and experience great success. For the last 13 years Adam has worked in sales at Google, where in addition to his core role, he's taught mindfulness, envisioning, and emotional intelligence to over 2,500 Googlers around the world. Listen in for some great takeaways from Adam's journey to realizing his own challenges, overcoming them, and helping thousands of others do the same. You will want to hear this episode if you are interested in... Learn more about Adam Coelho [2:38] What Adam learned from 12 years at Google [3:40] Why Adam started the Mindfulness FIRE podcast [10:02] How do you begin crafting the life you desire? [15:05] Mindfulness exercise to start today [16:17] Check out "Financial Planning Made Personal" [17:15] Challenges people face with mindfulness [20:11] How to integrate mindfulness into your busy life [22:56] The potential impact of mindfulness [26:21] What Adam did today that put him in the mindset for success [29:18] Resources & People Mentioned FREE Envisioning Guide Check out my new book: "Financial Planning Made Personal" Connect with Adam Coelho The website On Instagram On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Jenn Drummond is a Mom of 7, a successful business owner, and a World Record holder. As the first woman to climb the second highest summits on each of the 7 continents, she now spends her time inspiring others to create a thriving business and lasting legacy of their own. Jenn Drummond achieved business success as the founder and CEO of a thriving financial services company. Her move to Park City, Utah, with her kids fed her family's passion for everything outdoors, from hiking and biking to skiing and mountain climbing. But on a snowy evening in 2018, Jenn's life was knocked off its tracks. She was in a horrific car accident that brought her inches from death. In the aftermath of that brush with death, it became crystal clear to Jenn that while she can't control when she dies, she can control how she lives. She now spends her time inspiring others to live a life of significance. Her book "BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals," shares her story and strategies for success. Listen in for some great takeaways about how becoming crystal clear about what you want in life can help you refocus, find success, achieve joy, and be breakproof. You will want to hear this episode if you are interested in... Learning who Jenn Drummond is [3:12] Seven Children, Seven Continents, Seven Summits [5:37] What "second-highest summit" means [11:56] The location(s) that touched Jenn the most [12:54] How the expeditions worked during Covid [15:26] Why Jenn wrote her book, "Breakproof" [16:23] How scaling new heights took Jenn to new heights [18:03] How Jenn determined when to end a climb attempt [19:15] Why Jenn's kids gave her red and white gummy bears [22:38] Asking Jenn, "What is your Everest?" [24:23] What Jenn did today that put her in the mindset for success [28:56] Resources & People Mentioned BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals The "Seek Your Summit" podcast Connect with Jenn Drummond The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Ramon Ray is the founder of CelebrityCEO.com, BWCDaily.com (shorthand for "Breakfast with champions") and ZoneofGenius.com. He's a serial entrepreneur who has started and successfully sold multiple companies. Ramon Ray is also unapologetically positive and passionate about making the world a better place. Ramon's latest book, "The Celebrity CEO: How Entrepreneurs Can Thrive by Building a Community and a Strong Personal Brand," is all about how entrepreneurs can leverage the power of personal branding. In this episode of Mitlin Money Mindset®, Ramon shares how to make your side gig your full-time job, how to hone your marketing efforts, and how to overcome challenges as a small business owner. You will want to hear this episode if you are interested in... How Ramon Ray became an entrepreneur [2:54] Why Ramon is unapologetically not boring [5:24] How Ramon develops content that resonates [6:34] The right way to make your side gig your full-time job [10:05] The best piece of advice Ramon has received [14:05] Why Ramon spoke at and attended the Jolt Conference [16:15] The challenges Ramon has faced as a Black entrepreneur [18:23] How to overcome the challenges small business owners face [20:39] What makes a successful marketing strategy? [24:31] What Ramon did today that brought him joy [30:20] Resources & People Mentioned Financial Planning Made Personal by Larry Sprung Turning the Flywheel by Jim Collins Everything Is Figureoutable by Marie Forleo Soundtracks by Jon Acuff Jolt Conference Sign up for Zone of Genius Celebrity CEO Connect with Ramon Ray The website On Instagram On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Espree Devora—"The girl who gets it done"— is the founder of WeAreLATech and the Producer and Host of Women in Tech. She is a force in the Los Angeles tech scene and is a champion for Women in Tech globally. She's also a founding member of the Audio Collective, the hybrid live-audio creator community. She hosts multiple podcasts and is one of the first Clubhouse icon faces. Espree has been featured in Forbes, Entrepreneur, Harper's Bazaar, Inc, and more. She knows the power of audio after producing and publishing over 1,000 podcast episodes and speaking at everything from SXSW to USC, and Red Bull to CBS. Espree cares about heart and integrity, not job titles. Listen in for some great takeaways about how Espree has made a huge impact in the tech world using social media and podcasting to extend her reach. You will want to hear this episode if you are interested in... Learn more about Espree Devora [2:52] How Espree got the nickname "The girl who gets it done" [8:03] What inspired Espree to create WeAreLATech [11:05] A discussion about WeAreLATech's core values [12:42] What podcasts need to know about choosing a recording platform [17:17] Significant challenges and opportunities for the tech ecosystem [20:55] Espree's advice for someone looking to expand their network [23:43] What Espree learned from Action and Extreme Sports Media [29:12] What Espree did today that put her in the right mindset for success? [32:47] Resources & People Mentioned WeAreLATech WeAreLATech Culture Code The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph Connect with Espree Devora The website On Instagram On Twitter On Linkedin On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Dre Baldwin is the CEO and Founder of Work On Your Game Inc. He invented his Work On Your Game framework as a "roadmap in reverse" to help professionals with mindset, strategy, accountability, and execution. In just 5 years, Dre went from the end of his high school team's bench to a 9-year professional basketball career. He played in 8 countries including Lithuania, Germany, Montenegro, Slovakia, and Germany. He has given 4 TEDx Talks on discipline, confidence, mental toughness, and personal initiative and has authored 33 books. He has appeared in national campaigns with Nike, Finish Line, Wendy's, Gatorade, Buick, Wilson Sports, STASH Investments, and DIME magazine. Dre has published over 8,000 videos to 142,000+ subscribers and his content has been viewed over 100 million times. Dre's daily Work On Your Game Podcast has over 2,600 episodes and more than 7 million downloads. Listen in for some great takeaways about the impact of Dre's life experiences to help entrepreneurs formulate the mindset, strategy, and systems to build a business. You will want to hear this episode if you are interested in... Learn more about Dre Baldwin and "Work On Your Game" [2:40] What Dre's journey as a professional athlete taught him [9:31] How to build genuine self-confidence when facing adversity [12:48] How he got the nickname "Dre All Day" [15:53] What inspired Dre to give away FREE content on YouTube? [19:17] The 4 principles of "Work On Your Game" [30:21] Dre's tips for people trying to break out of their old mindset/habits [31:07] Dre's #1 piece of advice for his younger self [32:27] What Dre did today that put him in the mindset for success [33:24] Resources & People Mentioned Text 305-384-6894 to get a daily motivational text POP!: Create the Perfect Pitch, Title, and Tagline for Anything Think and Grow Rich Rich Dad Poor Dad The 4-Hour Workweek Work On Your Game University Work on Your Game Podcast http://DreAllDay.com/ Connect with Dre Baldwin The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Theodora (Theo) Lau is the founder of Unconventional Ventures, a public speaker, and an advisor who seeks to spark innovation in the public and private sectors for the benefit of the forgotten demographics. She strives to create a more inclusive society. Unconventional Ventures focuses on developing and growing an ecosystem of financial institutions, corporations, startups, entrepreneurs, venture capitalists, and accelerators to better address the unmet needs of consumers (with keen interests in women and underrepresented founders). Theo co-authored "Beyond Good: How Technology is Leading a Purpose-driven Business Revolution," and "The Metaverse Economy: How Finance Professionals Can Make Sense of Web3." She is also the host of "One Vision," a podcast on fintech and innovation. She also publishes a weekly LinkedIn newsletter, "Fintech Pros," on emerging technology, inclusion, longevity, fintech innovation, and using technology for good. Listen in for some great takeaways about the intersection of technology and human kindness and the impact she's making in this fast-growing space. You will want to hear this episode if you are interested in... Learn more about Theo Lau and Unconventional Ventures [3:17] Why financial well-being is key to sparking innovation [8:21] Why Theo wrote "Beyond Good" and "Metaverse Economy" [10:52] Where to start with teaching your kids financial literacy [13:07] Why FinTech is an accelerator to making the world a better place [18:51] How Theo thinks AI will impact the financial services industry [21:15] How social networks can impact people's careers [25:08] How Theo sees the future of financial technology evolving [28:09] Theo's advice for professionals looking to make an impact in fintech [29:57] Theo shares more about the goal of her podcast, "One Vision" [31:24] What Theo did today that put her in the right mindset for success [33:57] Resources & People Mentioned Beyond Good: How Technology is Leading a Purpose-driven Business Revolution The Metaverse Economy: How Finance Professionals Can Make Sense of Web3 The "One Vision" podcast Connect with Theo Lau The website On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Jonny Lazarus is a content creator, podcast host, and on-air NHL Analyst. He's a happy-go-lucky guy who is passionate about growing the game of hockey and making it more fun for everyone. At his core, he's a content creator who's passionate about hockey. He's mashed these two passions together to make a name for himself. During the 2022 NHL season and playoffs—as well as after Vegas won the cup—he became an instrumental component of the NHL Network's coverage. Jonny also creates content for Bleacher Report. You may have seen his "Skating a Lap with an NHL Player" videos, which are both entertaining and insightful. Jonny is expanding his content creation to impact hockey positively. Listen in for some great takeaways about taking your passions and creating a rewarding career out of them, despite any adversity you may face. You will want to hear this episode if you are interested in... Learn more about Jonny Lazarus and his career [2:53] The first thing Jonny bought after losing everything in a fire [5:26] What working with the NHL means to Jonny [9:08] Jonny shares what the shoutout to Cale Makar meant to him [13:57] What it was like to party with the Vegas Knights and the Stanley Cup [15:57] Jonny's advice for student-athletes interested in professional hockey [20:23] What hockey has taught Jonny that he carries with him today [23:40] Who Jonny looks up to in the hockey media space [26:00] What Jonny wishes young hockey players knew about the journey [28:13] What Jonny did today that put him in the right mindset for success [33:02] Resources & People Mentioned College Hockey Inc. with Mike Snee, Episode #105 Connect with Jonny Lazarus On Instagram On Twitter On Linkedin On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts