Mitlin Money Mindset

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

How do you create a superfan of you or your business? What is the secret sauce that takes a musician from a talented person to a worldwide phenomenon? Brittany Hodak—an award-winning entrepreneur, author, and international keynote speaker—has the answers. As an accomplished speaker, she's been invited to audiences and organizations across the world including American Express, We Work, Compassion International, Sony Music, and the United Nations to speak on customer experience. She is the co-founder of The Superfan Company (now "Bright Ideas Only"), a multi-million-dollar fan engagement agency that has created successful campaigns and products for globally known brands including Walmart, Disney, Amazon, Luke Bryan, Katy Perry, The Boston Red Sox, and many more. In 2015, she was offered deals from four of the five sharks on ABC's Shark Tank at a valuation of more than $4 million. Listen to this episode of Mitlin Money Mindset® for some great takeaways about creating superfans and a culture to support them. You will want to hear this episode if you are interested in... Learn more about Brittany Hodak and her love for customer experience [1:22] How Brittany defines the term "Superfan" [9:41] Why it's critical to deliver exceptional service [10:52] How can your business create a superfan? [15:16] The impact of social media on fandom [21:00] How brands should handle negative feedback [24:10] Brittany's most memorable success story [27:50] Brittany's experience being on Shark Tank [31:16] What Brittany did today that put her in the mindset for success [34:21] Resources & People Mentioned Creating Superfans: How To Turn Your Customers Into Lifelong Advocates Hug Your Haters: How to Embrace Complaints and Keep Your Customers Connect with Brittany Hodak 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

When Gary Arndt realized he didn't want a career in academia, he sold his house with the goal of traveling around the world for a year or two. That one or two years turned into 13. He came home from his last international trip before the Covid pandemic hit. That's when life was turned upside down. He was an accomplished world-renowned travel blogger and photographer who lost all of his contracts overnight. All of the traffic to his website dried up. He stopped making affiliate sales. He decided he needed to pivot. That's when Gary launched "Everything Everywhere Daily," a daily educational podcast that covers history, science, mathematics, biographies, and more. Every day, Gary shares something completely different that he finds fascinating. Since July 1st, 2020, he's reached over 1,100 episodes and the podcast gets over 1 million downloads a month. Listen in to learn how to live a life of joy geared around the things you love to do most (and how to share it with the world). You will want to hear this episode if you are interested in... Learn more about Gary Arndt and "Everything Everywhere Daily [2:49] What inspired Gary to stay on the road and travel the world [5:55] Gary's advice for someone dreaming about traveling the world [7:50] Gary's thought process with the Everything Everywhere Daily podcast [11:02] How Gary finds the inspiration to create a daily episode [12:49] Some lesser-known destinations more people should visit [15:27] How Gary's travel experience has shaped his perspective on the world [20:00] Why Gary wouldn't invest in pursuing a social media strategy [23:40] Gary's advice to capture the beauty of the world as you travel [28:31] What Gary did today that put him in the right mindset for success [31:50] Resources & People Mentioned The Everything Everywhere Podcast Nahanni National Park Reserve The island of Dominica The island of Samoa The island of Fiji Connect with Gary Arndt 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

Diego Vetencourt is a political refugee from Venezuela turned entrepreneur through marketing. After being detained by the communist party in 2016, he was able to come to the States under refugee status where he started as an Uber driver. By 28, he had failed multiple businesses such as an Ethereum mining facility, Airbnb rentals, flipping cars, and multiple YouTube channels that gained no traction. At 30, he was hired as an SDR at Uplyft Capital, a fintech company in Miami, where he eventually became the CMO. He grew the company from $2 million to $10 million in monthly revenue, with a team of just two people in marketing. By 2022, through Google ads, Facebook ads, and business development strategies, he scaled the team from 20 to 70. In 2022, through his own tenacity and hard work, he had the opportunity to work directly with Sam Parr. He helped him grow his Instagram and TikTok audience from 0 to 50,000 in a matter of three months. They launched Shortzy soon after. Now, Diego runs two agencies—Shortzy and Artifacts Labs. He's currently working with 38 clients in multiple verticals creating original content to help them grow and scale. Listen in for some great takeaways about becoming an entrepreneur. What an inspirational journey that we can all learn from. You will want to hear this episode if you are interested in... Compelling question or topic, written to elicit curiosity [3:23] Learn more about Diego's marketing agency: Shortzy [5:23] Where Diego's passion for entrepreneurship stems from [8:46] How listening to podcasts helped shape Diego's path [13:10] What failure has taught Diego about success [14:30] Why Diego worked for Sam Parr for free [20:38] How Diego has partnered with iconic brands via Artifacts Labs [25:41] How Diego thinks AI will change digital marketing [28:40] Diego's advice for those starting their entrepreneurial journey [32:47] What Diego did today that put him in the mindset for success [34:21] Resources & People Mentioned Artifacts Labs De Cero a 100 podcast Connect with Diego Vetencourt 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

Kevin Henderson is the co-founding partner of SMB Law Group and the SMB Center. He's also the host of the Mundane Millionaires podcast. Kevin is a seasoned corporate lawyer with over a decade of M&A, venture capital, and public capital markets experience. In 2022, Kevin and his partners Sam and Eric launched a new boutique law firm focused on providing high-stakes M&A experience to small business entrepreneurs. SMB Law Group was founded with the mission to become the leading SMB-focused transaction law firm for searchers, buyers, operators, sellers, and investors. They represent clients in everything from professional services to manufacturing. Kevin has also represented cannabis businesses in corporate and commercial transactions, from startups to MSOs. In addition to SMB Law Group, Kevin sits on the board for Hope's Door New Beginning Center, a non-profit that provides shelter, aid, and other resources to those affected by domestic abuse. Listen in for some great takeaways about building a professional service firm that helps those who need it most while attracting top talent in the industry. You will want to hear this episode if you are interested in... Learn more about Kevin Henderson [3:50] Why Kevin, Eric Pacifici, and Sam Rosati founded SMB Law Group [6:00] Why SMB Law Group's messaging has resonated so much [11:49] Attracting top talent by remaining a remote team [16:22] Addressing a statement by a law firm about refusing to hire Jews [20:08] What professionals caught up in the "prestige" of their employer need to know [25:12] Why sharing personal information about his family is important to Kevin [29:13] The mission of the Mundane Millionaires podcast [33:54] What Kevin did today that put him in the right mindset for success [39:24] Resources & People Mentioned The Mundane Millionaires podcast SMB Law Group Connect with Kevin Henderson The website 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

This Is My Brave with Jennifer Marshall, Episode #149 Jennifer Marshall is the founder of "This Is My Brave," the leading platform for individuals to share their stories of overcoming mental illness through creative expression. Jennifer formed the organization after experiencing a positive outpouring of support following the publication of her story on a well-known news website. She wanted to provide that same opportunity to others living with mental illness. She envisioned a theater show concept, and together with her Co-Founder Anne Marie Ames, launched the project on Kickstarter. The project was successfully funded within 31 days, raising over $10,000 to create the inaugural show. "This is My Brave" continued to expand and became a national non-profit organization that has created over 90+ shows in cities across the country (and in Australia). Jennifer routinely speaks on the importance of sharing stories of triumphing despite mental illness to end stigma. She speaks regularly at mental health and storytelling conferences. Listen in for some great takeaways about how Jennifer is bringing mental health to the forefront and helping others share their stories to help themselves, their communities, and the world. You will want to hear this episode if you are interested in... Learn more about Jennifer Marshall and This is My Brave [3:43] What the "This is My Brave" platform looks like [5:47] What prompted Jennifer to step out of the shadows [8:32] How Jennifer's transparency impacted her children [11:06] Why it's important to normalize talking about mental health [14:11] Jennifer shares a story that impacted her from their 2015 show [15:15] Why you shouldn't be afraid to share your story [17:56] How can we lower the number of attempted suicides among teenagers? [19:45] How we can leverage social media to make a larger impact [21:45] How to talk about mental health with your children [24:54] The next big things for Jennifer Marshall and This Is My Brave [26:45] What Jennifer did today that put her in the right mindset for success [28:37] Resources & People Mentioned Danielle Fiorello The "Our Turn to Talk" documentary Principle Pictures Our Turn to Talk Our Turn to Talk podcast Jennifer's blog Connect with Jennifer Marshall 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

Morgan Young is a 20-year-old Content Creator, Public Speaker, Venture Fellow, and Computer Science & Engineering and Entrepreneurship student. In addition to those roles, she is a self-development addict, health nut, co-founder of the budding UNR figure-skating team, and an aspiring entrepreneur. Morgan discovered a passion for technology at the age of nine while taking her first robotics class. Morgan is also passionate about helping others. She's found that she enjoys being the bridge between people and the technology they use. Her mission in life is to make people's lives easier by leveraging technology. She's actively working on building a community and is partnering with brands to bring amazing experiences and resources to her audience. She teaches students and colleagues how to leverage LinkedIn for job searches, build personal brands, and create content that covers everything from college tips to Gen Z in the workforce. Listen in for some great takeaways about how Morgan uses her platform to spend as much time focusing on technology and people. You will want to hear this episode if you are interested in... Learn more about Morgan Young and her passions [4:00] Morgan's reflections on the college selection process [5:46] Understanding the financial implications of attending college [13:51] Morgan's tips for families navigating the college planning process [17:17] How Morgan crafted a space as a Content Creator [22:38] Morgan's tips to grow your LinkedIn presence [25:55] How Morgan secured opportunities with iconic brands [30:37] Morgan's experience in New York City [35:02] What Morgan did today that put her in the mindset for success [36:35] Resources & People Mentioned A Smart Girl's Guide: Money University of Nevada Reno Western Undergraduate Exchange Connect with Morgan Young 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

Tucker Bryant is a nationally renowned poet and keynote speaker. He spent a decade between Stanford and Google and learned something striking: Even people on the cutting edge of innovation struggle to take risks. We all want to step out of our comfort zones, but our instinct to protect that unconscious comfort suffocates our creativity. We disengage from our work and our ability to lead is stunted. Tucker's experience in Silicon Valley has driven him to pursue the answer to one question: How can we tear down the comfort zones that keep businesses from writing their best poetry? Tucker delivers keynote performances that reveal how the poet's keys enable leaders to overcome universal barriers to change and unlock the doors to innovation in the areas that need it most. Listen to this episode to learn how Tucker uses poetry to engage entrepreneurs and help them write their best happily ever after(s). You will want to hear this episode if you are interested in... Learn more about renowned poet Tucker Bryant [3:07] Why Tucker brands himself as a poet [4:15] Why words can be a powerful medium [6:04] Using words to motivate and inspire [9:32] How to step outside of your comfort zone [12:18] Five ways to move beyond your fear [19:42] Use your "flaws" to create your own narrative [22:55] How to listen to the world around you [27:54] Tucker shares an impactful piece of poetry [30:33] What Tucker did today that bought him joy [34:36] Connect with Tucker Bryant 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

Jacklyn Collier is the co-founder and CEO of the Bundle Game, an actress, and a podcaster. Jacklyn grew up in an athletically inclined family but couldn't manage to make the starting lineup of the basketball team that her parents coached. They encouraged her to find other interests, so she channeled her creative energy into acting. She has appeared in regional theater, off-broadway, and in TV and film. Jacklyn, aka "Jacks" in the Christmas movie world, Jacklyn appeared in the CBS Christmas movie, "Fit for Christmas," played the best friend in "The Engagement Plot," and was in Hallmark Channel's "Love, Fall & Order." She had the opportunity to showcase her talents as the producer and co-host of Hallmark Channels' official podcast, "The Bubbly Sesh," and is often a guest on podcasts in the rom-com world. She is also the co-founder of a custom board game company called "Bundle" which she started with her sister. In this episode of Mitlin Money Mindset®, Jacklyn shares her passion for creativity and how she's used it to create opportunity. You will want to hear this episode if you are interested in... Learn more about Jacklyn Collier [3:16] The origin of the Bubbly Sesh podcast [6:34] Jacklyn's advice for getting a meeting [10:55] How Jacklyn's board game came to be [16:10] How to turn your book into a movie [21:42] Why building a community matters [26:40] What's next for Jacklyn Collier? [31:36] What Jacklyn did today that brought her joy [33:11] Resources & People Mentioned The Bubbly Sesh podcast The Hallmark Channel The Bundle Game BuildOn Connect with Jacklyn Collier 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

Elsie Escobar is a die-hard podcast junkie who lives, breathes, and works the medium (and has since 2006). Elsie was one of the first podcasters to use audio to teach yoga. Her yoga class has now been downloaded over 4 million times. Elsie is also the Director of Community and Content at Libsyn. She's worked with hundreds of podcasters to help them produce better shows and learn about the fast-moving podcasting space. She cultivated an engaged community through Libsyn's official podcast, "The Feed," which she co-hosts and produces. Elsie co-runs the largest community for women in podcasting with a corresponding podcast, "She Podcasts," to empower women to share their voices while creating a community of education and support. Listen in for some great takeaways about the world of podcasting. Elsie shares some great advice for aspiring podcasters to create podcasts—and communities—that makes an impact. You will want to hear this episode if you are interested in... Learn more about Elsie Escobar [3:48] Why Elsie chose to podcast [9:38] What does "Libsyn" mean? [13:16] The Director of Community and Content role [16:04] What's next for the podcasting community? [18:50] How to grow your podcast community [22:21] What makes a good podcast guest (or host)? [26:57] Elsie's advice for aspiring podcasters [31:33] What the podcasting experience has taught Elsie [34:28] What Elsie did today that put her in the right mindset [36:26] Resources & People Mentioned She Podcasts The Feed Connect with Elsie Escobar The website 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

Erin Wood is the Senior Vice President of Financial Planning and Advanced Solutions at Carson Group. She began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties. Being a local girl at heart, Erin decided to sell her practice and move back to the Omaha area so she could be closer to her family and so she could help people from the community that shaped who she is today. Her work in Omaha continued as a Private Client Advisor for a regional firm, where she was quickly asked to create and lead her own financial planning team. The success in this venture along with her continued passion for helping others led Erin to her career with Carson Wealth Management. Erin holds a Certified Financial Planner designation as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University. Listen in for some great takeaways about Erin's journey to becoming a Senior Vice President at Carson Group and hear her thoughts on the future of the financial planning profession. You will want to hear this episode if you are interested in... Learn more about Erin Wood and her journey to SVP [3:43] How Erin's family influenced her financial literacy [6:02] The "smiling and dialing" days of our profession [10:16] How the financial planning profession has evolved [12:14] Why Erin sold her financial planning practice [14:58] What attracted Erin to the Carson Group? [17:53] Applying behavioral finance to financial planning [24:07] What prompted Erin to share her personal IVF journey? [27:30] Why Erin is excited about the future of financial planning [33:00] What Erin did today that put her in the mindset for success [38:06] Resources & People Mentioned FinTok with Dr. Brad Klontz, Episode #46 Connect with Erin Wood 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

Sonya Dreizler is the Co-Founder of the financial services diversity tech platform, "Choir," as well as a speaker and author focused on fostering candid conversations about gender and race in financial services. She seeks to amplify the voices of women and people of color in finance. Sonya is a sought-after speaker for national financial services conferences, writes for Morningstar, and is the author of the acclaimed "Do Better Series" about sexual harassment, assault, and discrimination in financial services. She is a former financial services CEO with two decades of industry experience. She is a respected leader, practical thinker, and consensus-builder with excellent communication skills. Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser. She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO. Sonya is a member of the Racial Justice Investment Coalition and sits on advisory boards for several industry events, initiatives, and companies. Listen in for some great takeaways about the impact Sonya and Choir are making on the financial services profession. You will want to hear this episode if you are interested in... Learn more about Sonya Dreizler and her career [3:37] What is CHOIR? What are their objectives? [8:13] What caused Sonya to break away from the corporate mold [11:55] Why the "Do Better" series was created [17:21] Why having these conversations is critical [21:05] How can you become an ally? [24:15] Sonya's hope for the future of the profession [30:52] What Sonya did today that brought her joy [32:20] Resources & People Mentioned The Do Better Series Connect with Sonya Dreizler 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

Tiffany Blackmon is a nationally recognized chef, podcast host of "My So-Called Fabulous," and an influencer, cookbook author, mother, wife, daughter, and friend. She is lovingly referred to as the "Mother of the People" by those who know and love her. And to know Tiffany is to love Tiffany. Tiffany decided to make a shift in her career in 2019. She began dipping her toes into the world of lifestyle influencing, blogging, and podcast hosting. Tiffany's podcast is now her full-time passion project. She shares all things food, fitness, interiors, beauty, and fashion. Tiffany started this journey as so many came to her for advice and her deep desire to connect with people. She shares her experience and knowledge to hopefully help both women and men. Listen in for some great takeaways about turning your passion into a successful entrepreneurial venture. You will want to hear this episode if you are interested in... Learn more about Tiffany Blackmon and her brand [4:29] What sparked Tiffany's interest in entrepreneurism [7:47] How the My So-Called Fabulous podcast came to be [9:25] What Tiffany hopes people will take away from her podcast [13:40] What platforms have been the most effective to grow her brand? [15:06] How Tiffany suggests people start learning how to cook [18:50] Why television wasn't the right path for Tiffany [23:04] What Tiffany learned from Holocaust survivor Charlotte Plotsky [23:56] Tiffany's advice for those who want to turn their passion into a business [28:20] What Tiffany did today that put her in the right mindset for success [32:17] Resources & People Mentioned Chopped with David Noll, Episode #66 Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork Connect with Tiffany Blackmon The website On Instagram On Pinterest 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

Eric is the founder of the BOLDMEN Adventures, Mentors on Mission, and the host of the "Eric Rogell Talks with Warriors, Lovers, Kings, and Heroes" podcast. Over the last 20+ years, Eric has shared his hard-earned wisdom with audiences, inspiring and guiding thousands of ambitious men and women to find their purpose and passion in life. He is a highly sought-after renowned speaker whose presence, personality, and approachability gave captivated audiences around the world. He's interviewed hundreds of celebrities, athletes, entrepreneurs, military veterans, and more. He gets them to dive deep into their stories and the lessons, challenges, and triumphs they've experienced. Eric has collected a treasure trove of insights that paint a picture of what great leaders are made of—and how critical it is to have strong influential mentors to guide us. Eric's passion for helping business leaders achieve their dream lives and legacy—both professionally and personally—is fueled by a commitment to unleash greatness in others. Listen in for some great takeaways about the importance of mentorship and how to tap into your purpose and passion. You will want to hear this episode if you are interested in... Learn more about Eric Rogell and his mission [3:14] Why having a mentor is so pivotal to so many [6:40] What to look for in a mentor [10:48] How to create a mentorship program [20:15] How mentorship benefits company culture [24:49] How to find your passion and purpose [29:44] What Eric did today that brought him joy [34:58] Resources & People Mentioned The Best Mentorships Help Both People Grow Connect with Eric Rogell 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

Hilary JM Topper is the Chief Curator of HJMT Media and recent author of "From Couch Potato to Endurance Athlete." Hilary has been a public relations practitioner for more than 40 years. She grew the firm from a home office to one of the largest on Long Island. She's represented major national clients and local businesses and placed them in publications including the Wall Street Journal, NY Times, Good Day NY, and many more. In 2007, her firm took a bit of a shift and included social media marketing as one of their offerings. That same year, Hilary started her lifestyle blog, HilaryTopper.com. A couple of years later she started ATriathletesDiary.com and her podcast, Hilary Topper on Air. When she isn't teaching as an adjunct professor at Hofstra University, Hilary focuses much of her time on her blogs and podcast. She has hundreds of thousands of followers and has recently become a social media influencer. "From Couch Potato to Endurance Athlete'' is a memoir and self-help book that encourages people to get out of their comfort zone and try something totally different. Listen in for some great takeaways about Hilary's journey as an entrepreneur, author, influencer, and endurance athlete. You will want to hear this episode if you are interested in... From couch potato to endurance athlete [4:04] Why Hilary decided to turn her blog into a book [9:49] What Hilary learned from writing 3 books [12:12] Hilary's advice for aspiring authors [14:10] How to step outside of your comfort zone [15:09] How Hilary collected the quotes she used for her book [18:32] Hilary's favorite section in her book [20:42] What Hilary finds most rewarding about teaching [24:25] Why the New York City Triathlon is her favorite [26:37] What Hilary did today that put her in the right mindset for success [29:17] 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

Austin Hatch's story is one of tragedy, incomprehensible loss, and triumph. On Labor Day of 2003, Austin and his family were flying from Northern Michigan to Fort Wayne, IN. As they were preparing to land, the aircraft crashed and burst into flames. Austin's dad threw him out of the plane to save his life and ran back into the plane to get his mom and siblings. Tragically, Austin and his dad were the only survivors. They grieved the loss of their family and pushed on, which is what they would've wanted. Eventually, his dad remarried a woman with three children and they formed a wonderful blended family. Austin saw success as a basketball player and got a full scholarship to the University of Michigan. Just nine days later, tragedy struck again. Austin was flying with his dad to Northern Michigan when they experienced another tragic plane crash. This time Austin was the only survivor. Austin suffered severe injuries and was in a coma for two months. He had to relearn how to walk, talk, and live. But with the help of many incredible doctors, therapists, family, and friends, he made it to Michigan. Now, Austin is a full-time motivational speaker who shares a message about grit and thriving in the midst of adversity. Listen to this episode to hear how Austin has taken incredible tragedy and loss and used it to help others overcome challenges using G.R.I.T. You will want to hear this episode if you are interested in... Austin's heartbreaking and courageous story [4:09] What it meant to Austin to wear the Michigan jersey [8:24] "Husband to Abby and Hudson's dad" [12:18] The four key components to G.R.I.T. [15:43] Why basketball was the best therapy for Austin [21:43] What Austin's parents would be the most proud of [23:48] What young people chasing the college athletics dream need to know [26:42] Austin's strategy for developing a growth mindset [28:19] What Austin hopes people take away from his story [32:15] What Austin did today that put him in the right mindset for success [36:06] Resources & People Mentioned Book Austin to speak at your event Grit: The Power of Passion and Perseverance by Angela Duckworth Connect with Austin Hatch 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

Perry Williams is a retired NFL Player and two-time Super Bowl Champion. He's also a keynote speaker and the Director of Sports Management at Long Island University (LIU). On a team of stars, Perry Williams was an unsung hero and silent leader of the New York Giants Football team for 11 seasons (1983-1994). He was the starting right cornerback for one of the most storied and dynamic defenses in NFL history, culminating with two NFL Super Bowl Championships (1986-1987) and (1990-1991). Impressively, Perry holds the record for the most games played as a defensive back (corner) in the history of the Giants—a testament to his dedication and consistency. Perry's greatest accomplishment as a New York Giant was not his all-pro honors or Super Bowl championships, but rather, that he was a benefactor and now a director of outreach programs for the New York Giants Degree Completion Program at Fairleigh Dickinson University, which has since become the model adopted by the NFL and its member teams for the benefit of its players. During his professional football career off-season, Perry earned a Criminal Justice/Sociology Bachelor of Arts degree from North Carolina State University and a Master of Public Administration degree from Fairleigh Dickinson University. This is a feat that is virtually unheard of in the lucrative world of professional sports. Perry is a highly sought-after motivational speaker that has been invited to work with companies like Exxon/Mobil, Starbucks, IBM, UPS, and Verizon Wireless. He has lectured at hundreds of Schools, Colleges, and Universities as well as other respected organizations such as the United Way Foundation. Listen in for some great takeaways about Perry's journey as a two-time Super Bowl Champion and how preparing for life after football has allowed him to be a champion both on and off the field. You will want to hear this episode if you are interested in... Can you tell our audience a bit about who Perry Williams is? [4:32] Why Perry took part in the NFL's degree completion program [6:51] Perry's goals in his role as the Director of Sports Management at LIU [12:43] The impact of the sports model approach to leadership [17:20] The pressure that comes with playing football in New York [20:30] What stands out about the iconic people that Perry played with [25:25] Why Perry believes your mindset is so important to your success [27:09] How Perry is making an impact as a Special Deputy for Suffolk County [31:40] How winning the Super Bowl twice compared to his childhood dreams [35:12] What Perry did today that put him in the right mindset for success? [37:37] Resources & People Mentioned Success with Marques Ogden, Episode #72 Connect with Perry Williams The website 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

Miriam Schulman is an accomplished artist, artpreneur, and founder of The Inspiration Place. She's built multiple six-figure art businesses. Her journey to becoming a successful artist began after a career in the corporate world. The events of September 11th led her to pursue her true passion for art. She's dedicated to helping other artists achieve success in their own businesses, which is why she created the Artist Incubator Coaching Program. The program is designed to guide artists through the process of building profitable and sustainable art businesses. With her guidance and support, artists can achieve their dreams of making a sustainable living from their creativity. Miriam is also the author of the book, "Artpreneur: The Step-by-Step Guide to Making a Sustainable Living from Your Creativity," and hosts The Inspiration Place podcast, which is in the top 1% of all podcasts and is listened to in over 100 countries. Listen in for some great takeaways from Miriam's journey in the corporate world to launching a successful entrepreneurial career doing what she loves, following her passions, and helping others do the same. You will want to hear this episode if you are interested in... Learn more about Miriam Schulman and her business [3:55] Miriam shares what "Embracing your inner weirdo" means [7:36] Miriam's "Passion to Profit" framework [11:57] Selling in alignment with your values leads to opportunity [18:51] How to get in sync with the future of marketing [22:37] "Romancing" customers to deepen their brand commitment [27:10] What business owners can learn from the "Belief Triad" [29:58] How empathy for customers plays into buying psychology [32:13] How women's underwear brands help us understand the buying journey [35:37] What Miriam did today that put her in the right mindset for success [37:51] Resources & People Mentioned Get a FREE chapter of Miriam's book, "Artpreneur: The Step-by-Step Guide to Making a Sustainable Living from Your Creativity" The Minimalist Entrepreneur: How Great Founders Do More with Less Connect with Miriam Schulman 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

Blake Brewer is the founder of the Legacy Letter Challenge. At 19 years old, Blake Brewer's father drowned while they were snorkeling together in Hawaii. Hours later, his mother discovered a letter his dad had planned to give him on their trip. In the letter, his dad not only shared great life advice but he poured out his heart. That letter changed Blake's life forever. The world is changing and isn't getting any easier to navigate. After having children of his own, Blake realized how difficult it is to write a letter like his dad did. But he believes every child needs that letter. Blake is now on a mission to help 1 million dads and moms leave a lasting legacy letter for their children. He's created a 10-step online program to help parents write a letter that will impact their children today and be cherished for a lifetime. Listen in for some great takeaways from Blake's journey of tragedy to helping parents leave a legacy for their children that will make an impact for generations. You will want to hear this episode if you are interested in... Learn more about Blake Brewer and his father [3:07] How the Legacy Letter Challenge came to be [6:33] Why our children reading our words is so powerful [11:26] Why Blake believes a Dad's Super Power is his words [14:16] What inspired Blake to turn this into a business venture [15:22] How writing a legacy letter can transform your family's life [21:19] Should you update and rewrite letters throughout your children's lives? [24:35] Why writing a letter is an easy way to start conversations [26:01] How to use the legacy letter to connect on a deeper level [27:35] Blake's tips for someone struggling through tragedy [29:14] What Blake did today that put him in the right mindset for success [31:22] Connect with Blake Brewer The website On Instagram On Twitter On Linkedin On Facebook Bio Blake is on a mission to help 1 million dads and moms leave a lasting legacy for their children. Blake has a wonderful wife and loves being a father to his three children, all under 8. As he leads his family, he draws from many mentors, but none more important than his late father, Larry Brewer. 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

Today's show is a special one as my better half, Denise Sprung, is my guest. Denise is the Chair of the Keith Milano Memorial Fund at the American Foundation for Suicide Prevention (AFSP). Keith died by suicide at just 27. Today would've been his 46th Birthday. We decided that there's no better way to wrap up Mental Health Awareness Month than to honor Keith's memory, share his story, and share the tremendous amount of positivity that has taken place since he's been gone. Keith was a son, brother, and took great joy in being an uncle. He was fun-loving and always the life of the party. For those listening who knew Keith, take some time to remember your Keith stories. Share how he made you smile, how generous he was, and talk about his laugh. For those that didn't have the pleasure of knowing Keith, hopefully today's show will shed light on who he was and the incredible impact he has had on others in this conversation about mental health. Listen in for some great takeaways about Keith's journey, and the impact he had on his sister, his family, and the entire world. You will want to hear this episode if you are interested in... Denise shares Keith's powerful story [3:17] Why Denise feels compelled to use his story to help others [5:41] The mission of the Keith Milano Memorial Fund at AFSP [8:48] How We've allocated the funds from the Keith Milano Memorial Fund [12:17] How we've raised over $1.7 million in Keith's memory [14:52] How Denise raises awareness for mental health and suicide [18:27] The mental health conversation is evolving and changing [21:41] What Denise did today that brought her joy [28:01] Resources & People Mentioned Donate to the Keith Milano Memorial Fund Financial Planning Made Personal The American Foundation for Suicide Prevention More Than Sad Seize the Awkward More Information about the Keith Milano Memorial Fund The website On Twitter 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

Today's guest is Phillip Tyler, a loss survivor and mental health advocate. Phillip received a text on Nov 29th, 2017, that revealed the devastating suicide of his son Devon and started the beginning of his journey with grief and comfort. Everyone Devon encountered commented on his infectious smile. One of Phillip's last texts from Devon was after he helped someone in need. The text read, "We all need that one chance, that one glimpse of support. We are all family. Life is chaos, be kind." Phillip is a Crime Prevention and Education Officer at Gonzaga University and a married father of three. His career has included time with the county sheriff's office, the United States Air Force, and the Spokane NAACP. He's a certified Comfort Trainer and serves on the American Foundation for Suicide Prevention's Washington board of directors. He's a Community Rep. with the WSP Independent Investigative Team and a member of the Mayor's Mental Health Taskforce. Listen in for some great takeaways about Phillip's journey as a loss survivor of suicide, and helping Devon's legacy to live on to create more kindness in the world. You will want to hear this episode if you are interested in... Learn more about Phillip Tyler and his son Devon [3:23] Why Phillip is passionate about mental health awareness [5:08] Why Phillip works with the American Foundation for Suicide Prevention [10:20] Phillip's experience being at the forefront of others' loss and grief [13:54] Changing the conversation around Black men and mental health [17:30] How to teach young men to embrace their emotions [22:13] What everyone can do to combat cyberbullying [25:30] The most valuable lesson Phillip's grief journey has taught him? [28:42] Phillip's advice for someone who is struggling (or knows someone who is) [31:58] What Phillip did today that put him in the right mindset for success [34:36] Resources & People Mentioned The Confess Project with Lorenzo Lewis, Episode #81 Can I be Vulnerable? Feat. BJ Williams Million Mask Movement Connect with Phillip Tyler 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

Chris Schembra is the Founder of the 7:47 Gratitude Experience™ and a Wall Street Journal bestselling author. 7:47 Gratitude Experience™ is an evidence-based framework used to strengthen client and team relationships in profound ways. He's used the principles of gratitude to spark over 500,000 relationships around the dinner table, serving Fortune 50 CEOs, Olympians, Academy Award Winners, Grammy Award Winning Recording Artists, Super Bowl Champions, and more. As a Viral Marketer, his gratitude campaign giving tribute and thanks to Veterans earned over 36 million views, 1.2 million shares, and 2 Emmy Awards. He is the best-selling author of "Gratitude Through Hard Times" and "Gratitude and Pasta." USA Today calls him their "Gratitude Guru." He's a Founding Member of Rolling Stone Magazine's Culture Council, and he sits on the Executive Board at Fast Company Magazine. His direct work has been talked about in The New York Times, Wall Street Journal, USA Today, Forbes, Inc, Entrepreneur, Bravo TV, Fox News Channel, Variety, and hundreds of other media outlets. Listen in for some great takeaways about Chris's entrepreneurial journey and how gratitude should be used like a vitamin. You will want to hear this episode if you are interested in... Learn more about Chris Schembra [3:30] Why Chris founded the 7:47 Gratitude Experience™ [5:15] The mission of the 7:47 Gratitude Experience™ [9:51] Why Chris says "The dinner table saved my life" [14:34] How Chris got the nickname "The Gratitude Guru" [17:18] Why Chris is passionate about gratitude impacting lives [18:55] What does gratitude have to do with leadership? [20:55] Why you should express gratitude when the moment strikes [24:33] What "Focus Equals Growth" means to Chris [29:08] Why "Leadership as a two-way street" is critical for success [33:24] What Chris did that put him in the mindset for success [38:53] Resources & People Mentioned Ted Talk: Everything you think you know about addiction is wrong Gratitude and The Witnessing effect Cope Notes® with Johnny Crowder Connect with Chris Schembra 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

Living Undeterred with Jeffrey Johnston, Episode #132 On October 4, 2016, the trajectory of Jeffrey Johnston's life changed with one phone call. Before that day, Jeff was living the American Dream. He had a great family, was a successful entrepreneur running a financial services firm in Iowa, and was seemingly coasting through life. But that morning Jeff received the phone call that is every parent's worst nightmare. His oldest son, Seth, had died from fentanyl poisoning. He was only 23 years old. Jeff soon realized that he had two options. He could go down a road of anger and despair and become bitter, or he could use his situation as motivation to become better. He chose the latter. Jeff took a step back from his career as a financial advisor and focused his attention toward making a difference. In 2020, Jeff founded Choices Network, Ltd. a non-profit dedicated to educating kids, parents, teachers, and coaches on the importance of making positive choices. That same year, he wrote his first book, "This One's For You: An Inspirational Journey Through Addiction, Death and Meaning" and started the Living Undeterred Project. In 2021 the project got even more personal for Jeff when he lost his wife, Prudence, to alcoholism. Jeff just completed a 95-day trip across the United States to talk to people about mental health and substance use disorders. Listen in for some takeaways about Jeff's turning tragedy into a mission to better himself and help other families avoid what he's experienced. You will want to hear this episode if you are interested in... The why behind Jeffrey founding Living Undeterred [3:51] What can others learn from this message? [10:48] The catalyst that caused Jeffrey to pivot from his low point [14:18] What prompted Jeffrey's mission to make a change? [17:46] Purpose becomes Passion when it becomes personal [21:43] What Jeffrey learned from hosting the Living Undeterred Podcast [26:34] A powerful story Jeffrey heard on his tour that he'll never forget [28:50] Jeffrey's advice for parents of kids battling drug and alcohol addiction [37:06] What Jeffrey did today that put him in the right mindset for success? [40:58] Resources & People Mentioned Jeffrey's book, "This One's For You" Living Undeterred Podcast Connect with Jeffrey Johnston 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

Today's guest is Command Sergeant Major (CSM) Gretchen Evans, a retired army veteran, author, athlete, speaker, and mentor. CSM Evans is a highly decorated female veteran who began her journey when she entered the United States Army at just 19 years old. She worked her way up to CSM, the highest rank an enlisted soldier can achieve. In 2006, CSM Evans' world changed when she was severely wounded by incoming fire while serving in Afghanistan. The rocket blast caused a traumatic brain injury, internal injuries, and complete hearing loss. After retiring from service, her transition into civilian life was difficult. But with grit, gumption, resilience, and determination, CSM Evans navigated her changed life and found a new passion and purpose advocating for veterans of all services. Today, she pays it forward by improving the lives of her fellow veterans by actively serving as a mentor, coach, and community activist. In 2019, CSM Evans assembled a mixed-ability team of disabled combat veterans and civilians to compete in the World's Toughest Race: Eco-Challenge Fiji. Her team was the first totally disabled team to ever compete. Team Unbroken inspired millions with their resolve to not let their injuries define who or what they could achieve in life. Listen in for some great takeaways about Gretchen's journey through the ranks of the United States Military to advocating for veterans and those faced with disabilities. You will want to hear this episode if you are interested in... Learn more about Command Sergeant Major Gretchen Evans [5:30] CSM Evans shares her experience at the ESPYS [7:36] The similarities between the military and professional sports [10:08] CSM Evans' connection to the Pat Tillman Memorial USO Center [11:34] What helped CSM Evans through her tours in Afghanistan [12:59] What winning the Pat Tillman Award means to CSM Evans [14:44] How Pat has changed her life to honor Pat Tillman's legacy [19:05] How CSM Evans' experience with Team Unbroken has transformed her life [23:39] How CSM Evans' service dogs Rusty and Aurora have impacted her [31:19] Why being the parent of a service member is different than serving [36:14] Why connection is so important for Veterans to experience [38:06] CSM Evans' encouragement for those in a dark place right now [43:25] What CSM Evans did today that put her in the right mindset for success [45:15] Resources & People Mentioned Puppies for a Purpose with John Miller, Episode #22 World's Toughest Race: Eco-Challenge Fiji Connect with Command Sergeant Major Gretchen Evans 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

Matt Halloran is the Co-Founder & CRO of ProudMouth. Matt Halloran and Kirk Lowe co-founded ProudMouth to help you sell less and advise more by amplifying your influence over a growing audience of magnetically attracted fans who'll chase you down instead. To date, their team has produced over 4,000 podcast episodes and over 50,000 social media posts in one of the most highly regulated industries––financial services. A former business and life coach to top advisors, Matt has helped advisors understand how to create trust and build rapport before they've ever even met a prospect or center of influence. Matt has combined his extensive knowledge and expertise in business and coaching with one of his passions: podcasting. Matt has hosted and been on over 1,000 podcasts. He's also the host of ProudMouth's podcasts, the "Top Advisor Marketing Podcast", where he shares marketing strategies tailored for advisors and connects with top industry leaders, and "Be Your Own Loud," which features amazing people who've gained influence by being unapologetically themselves. Listen in for some great takeaways about how you can be your own loud and magnetically attract fans to your business. Who doesn't want that? You will want to hear this episode if you are interested in... Learn more about Matt Halloran and ProudMouth [3:40] What Matt attributes the success of his partnership to [5:24] Why they named the company "ProudMouth" [8:31] Why podcasting is an effective marketing tool [11:30] The best way to ensure your podcast is shareable [13:49] How to find the right guests for your podcast [16:42] Matt shares their #1 success story [19:25] How to start a podcast (and stop overthinking it) [22:24] Why great marketing takes time [27:50] If you are yourself, you have no competition [31:40] What Matt did today that put him in the mindset for success [34:35] Resources & People Mentioned PodRocket Academy Connect with Matt Halloran The website 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

Captain Paul Watson is a marine wildlife conservation and environmental activist and the founder of the Capital Paul Watson Foundation. He was also one of the founding members and directors of Greenpeace, one of the most recognized conservation organizations in the world. In 1977, he left Greenpeace and founded the Sea Shepherd Conservation Society. Captain Watson has spent over 50 years at sea fighting illegal operations intent upon destruction and death, impacting all species in the sea from phytoplankton to Great Whales. He has shut down hundreds of illegal activities around the planet, saving hundreds of thousands of lives. Captain Watson has never changed his outlook, dedication, courage, and imaginative thinking toward grinding effective solutions for the seemingly impossible problem of how we defend and protect life in the sea. He is arguably the most prolific and successful marine life conservationist of our time. Listen in for some great takeaways about Captain Waton's journey as a marine wildlife and environmental activist and his mission to make the world a better place. You will want to hear this episode if you are interested in... Learn more about Captain Paul Watson and his mission [4:02] Why Captain Watson was motivated to co-found Greenpeace [4:39] Why Captain Watson founded the Sea Shepherd Conservation Society [6:01] Sea Shepherd has become a decentralized global movement [8:54] Captain Watson's experience looking into the eyes of a whale [10:31] How the TV show "Whale Wars" is cultivating awareness [15:15] Using aggressive non-violence to save countless endangered species [16:55] Why Captain Watson prefers not to work with governments [21:00] The mission of the Captain Paul Watson Foundation [25:25] Why is a healthy ocean so critical for the survival of this planet? [26:54] The companies that actually support ESG and climate initiatives [30:42] What Captain Watson has learned from decades in conservation [32:19] How you can get involved in Captain Watson's mission to save the planet [33:53] What Captain Watson did today that put him in the mindset for success [35:52] Resources & People Mentioned Greenpeace The Sea Shepherd Conservation Society The Captain Paul Watson Foundation Connect with Captain Paul Watson 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

Danielle Kunkle Roberts is a founding partner of Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is the author of the best-selling book, "10 Costly Medicare Mistakes You Can't Afford to Make." Danielle helps educate Medicare recipients about their supplemental insurance options so that they can confidently choose the plan that best fits them. Policyholders have access to a customer client service team that helps them with Medicare appeals, claim denials, drug exceptions, annual Part D analysis, and much more. Boomer Benefits specializes in Medicare insurance-related products with more than 50,000 policyholders across the nation. They rank among the top national Medicare supplement producers. Listen in for some great takeaways about Danielle's journey as an entrepreneur and her mission to educate and help the public make better Medicare decisions that will help them today and onward. You will want to hear this episode if you are interested in... Learn more about Danielle and why she founded Boomer Benefits [3:18] Why Danielle wrote 10 Costly Medicare Mistakes You Can't Afford to Make [7:50] Why is Medicare so confusing for the millions of Medicare beneficiaries? [10:12] The biggest challenge that new Medicare beneficiaries face [13:10] How to prepare for enrolling in Medicare and choose suitable insurance [16:57] The tools that exist to help people learn about Medicare [21:39] The Medicare enrollment process and the "annual election period" [22:40] How much does Medicare cost and what does it cover? [29:13] How Danielle grew such a large Baby Boomer following online [34:41] Why you need to focus on your people and your processes [39:37] What Danielle did today that put her in the right mindset for success [44:00] Resources & People Mentioned Medicare: https://medicare.gov/ Social Security: https://www.ssa.gov/ Set up a Medicare account The Medicare Q&A with Boomer Benefits Facebook Group 10 Costly Medicare Mistakes You Can't Afford to Make Connect with Danielle Kunkle Roberts 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

Michael Lane is the Head of iShares U.S. Wealth Advisory at BlackRock and a member of the US Wealth Advisory and US iShares Executive Committees. Michael has worked with financial advisors for nearly three decades and oversees the development of advisor-xcentric solutions helping advisors build better portfolios. Prior to joining iShares at BlackRock in 2018, Michael served as the Global Head of Strategic Retirement Initiatives at Dimensional Fund Advisors where he was responsible for the strategic development and global distribution of retirement solutions for one of the world's premier asset managers. Michael has published three books, including "Secrets of the Wealth Makers," as well as a range of articles on financial planning and advisory practices. He's also a member of the Carson Wealth FinServ Advisory Council and he is kicking off the FinServ Foundation's Next-Gen program—an initiative that will focus on bringing diverse talent to the financial services industry. He's a fellow Binghamton University alum and serves as an Executive Committee member of the Binghamton University Foundation Board and received the Medal of Distinguished Service in 2019. Listen in for some great takeaways about Michael's journey from Binghamton to BlackRock and how he's making an impact on the profession. You will want to hear this episode if you are interested in... Learn more about Michael Lane [3:54] Michael's favorite memories from Binghamton [6:03] The transition from farm life to big city living [9:59] What Michael wishes people knew about BlackRock [11:30] How to reach people in need of financial literacy [14:55] Parents need to instill financial literacy in their kids [20:07] Michael has always sought to "Do the right thing" [24:34] The intersection between technology and risk [28:35] What does "Find your freedom" mean for Michael? [34:09] Michael shares how his love for wine became a venture [38:54] Why Michael is launching a podcast with his son [41:10] What Michael did today that put him in the mindset for success [44:35] Resources & People Mentioned The NIL Policy BlackRock Connect with Michael Lane The website 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

Today's guest is Sonya Lutter, Ph.D., CFP®, LMFT, owner of EnLite.World, and Director of Financial Health and Wellness at Texas Tech University's School of Financial Planning. Dr. Lutter founded EnLite, a research and training consultancy firm for financial planners and therapists. Enlite provides research design, data collection, statistical analysis interpretation, customized reports, and training programs for businesses. Their areas of focus include the psychology of financial planning, behavior management, and human capital issues. Sonya draws upon decades of experience in academia to apply theory to practice. Her developmental work in financial therapy is summarized in Financial Therapy: Theory, Research, and Practice with co-editors Drs. Brad Klontz and Kristy Archuleta. Listen in for some great takeaways about the intersection of psychology, emotions, and money and why Dr. Lutter believes hiring a financial advisor can lead to happiness. You will want to hear this episode if you are interested in... Learn more about Dr. Sonya Lutter and her work [2:59] How—and why—Dr. Lutter became both a Ph.D. and CFP® [5:14] How addiction patterns can be demonstrated in finances [7:01] The difference between therapy and psychology [10:49] Do most people in therapy need financial therapy as well? [12:58] Why every stakeholder needs to be heard and listened to [14:34] How financial therapy can help overall mental health [20:20] What can you do to alleviate anxiety around money? [22:05] The interplay between emotions and money in our lives [25:28] Why both partners to understand family finances [28:50] Why Dr. Lutter wrote "Want to be happy? Hire a financial advisor" [32:29] Is it an advisor's role to introduce core values to their clients? [36:36] What Dr. Lutter did today that put her in the right mindset for success? [37:53] Resources & People Mentioned Dr. Lutter's Research: Financial Therapy: Theory, Research, and Practice Dr. Lutter's Article: Want to be happy? Hire a financial advisor Connect with Dr. Sonya Lutter The website 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

Burt White is the Managing Partner and Chief Strategy Officer at Carson Group. He helps steer the company's strategic focus as a member of Carson's executive board and is a prominent voice and advocate for the independent advisor. Drawing on decades of industry experience, Burt elevates the firm's opportunities for growth across corporate and investment strategies. He works with Carson's investment team to build and deliver an investment ecosystem that drives growth for the firm's 120 partners, who collectively manage $20 billion in assets. Burt's excitement to redefine how our industry talks about wealth shines through his work. He believes adaptability is a superpower and is highly motivated to innovate, pioneer, and deliver forward-thinking industry thought leadership. Burt is passionate about making a meaningful impact in the lives of clients and advisors. Given that passion and his unique talent for client storytelling, he is well-equipped to help our advisors best serve clients and generate new business. Carson Group Founder and CEO Ron Carson calls Burt a visionary in the industry who understands where the profession is and where it needs to go. Listen in for some great takeaways about Burt's vision for the future of Carson Group and the profession as a whole. You will want to hear this episode if you are interested in... Learn more about Burt White and what led him to Carson Group [3:31] Why Burt came out of retirement to join the Carson movement [5:23] Why Burt is passionate about the RIA model [8:41] How Burt uses an exercise to demonstrate the power of community [11:33] How technology will help advisors improve service and planning [16:25] Why Burt believes "The new currency is human" [22:25] What Burt wishes the average retail investor knew [26:21] Burt's advice for advisors just entering the industry [29:42] What Carson Group's "Find Your Freedom" means for Burt [35:07] What Burt did today that put him in the right mindset for success [37:27] Resources & People Mentioned The Power of Moments: Why Certain Experiences Have Extraordinary Impact Ron Carson: Blazing A New Path, Episode #2 Find Your Freedom, Episode #100 Connect with Burt White The website 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

Kris McCarthy is the Co-Founder and COO of FanSaves. Kris played seven years of professional hockey and won two Championships before transitioning into the front office. He served as the Director of Sales for Two Minor League hockey teams in 2017. That's when he and Shannon Ferguson came across a pain point that led to the creation of FanSaves. Kris works with teams and organizations to increase sponsorship sales and fan engagement through their award-winning digital platform. FanSaves allows teams to digitally activate their fans through discounts and deals provided by team sponsors while making fan data and analytics available. Kris is also the host of a podcast called, "Living the Startup," sponsored by Staples Canada. He's recorded over 75 episodes sharing stories from startup founders from all over the world. Listen in for some takeaways about Kris's time as a hockey player and how he and FanSaves are improving sponsorship and fan engagement in the sports arena. You will want to hear this episode if you are interested in... Learn more about Kris McCarthy and FanSaves [3:23] Kris's favorite story from his time in hockey [6:34] How Kris became the GM of a team while playing [9:18] What FanSaves is and how it came into existence [11:35] How the platform measures sponsorship engagement [16:10] Handling innovative technology on their platform [18:02] How NFTs might impact the FanSaves experience [19:13] Kris's PitchFest experience and what you can learn from it [21:08] What Kris has learned from failing forward [24:55] What it's like working with his significant other [26:16] What Kris did today that put brought him joy [28:00] Resources & People Mentioned Untold: Crimes & Penalties Connect with Kris McCarthy 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

Olivia Dreizen Howell is the co-founder of Fresh Starts Registry, the first-ever support registry and resource guide for anyone navigating life changes, including divorce or breakup, moving, career changes, stepping into your truth, or starting again after grief. When Olivia got married at 26, she didn't think she'd find herself signing divorce papers eight years later. As she stood in her empty house, it dawned on her that we celebrate weddings but never the bravery it takes to restart your life. Fresh Starts Registry provides curated and researched product bundles and is a go-to source to help you find the basics you need for a fresh start so you can feel confident, proud, and ready to begin again. Listen in for some great takeaways about Olivia's entrepreneurial journey, navigating life after divorce, and how she founded the Fresh Starts Registry. You will want to hear this episode if you are interested in... Learn more about Olivia Dreizen Howell and Fresh Starts Registry [3:00] Fresh Starts Registry is a Resource Guide and community resource [10:03] Why Olivia refers to herself as "The Digital Yenta" [12:10] What Olivia means when she says "Divorce is a gift" [14:06] How to support someone going through a divorce [15:43] Olivia's advice for navigating safely getting out of a bad marriage [20:21] How Olivia built the resource guide to help people find their "hype team" [23:38] What you can learn from women who've gone through a divorce [26:32] What Olivia loves about living in Long Island [30:14] What Olivia did today that put her in the right mindset for success [32:38] Resources & People Mentioned Go to FreshStartsRegistry.com and apply to be an expert! The Power of Moments Yentalist Connect with Olivia Dreizen Howell 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

Skye Warren is a New York Times bestselling author in the dangerous romance subgenre, and her works include "The Endgame Trilogy." Skye shifted from starving a artist to a successful author and is always looking to share her knowledge and experience with others in the profession. Skye understands the importance of investing in yourself and your business and turned a $100,000 investment into over $850,000 in sales in one year. She's used her skills to raise money for great causes, most recently for relief and human rights organizations working in Ukraine. Her books have been featured in Jezebel, Buzzfeed, USA Today, Happily Ever After, Glamour, and Elle Magazine. Listen in for some great takeaways about the business of being a writer and how making an investment in your business can yield fantastic results. >>>>>>>>>>>>> You will want to hear this episode if you are interested in... Learn more about bestselling author Skye Warren [2:47] Skye explains the subgenre of dangerous romance [4:16] What inspired "Nightingale: An Anthology for Ukraine" [12:48] Learn how to effectively use Facebook Ads for marketing [17:08] How Skye decides how to design her book covers [22:43] Why Skye has published with 1,001 Dark Nights [30:26] How TikTok has changed the marketing world for authors [31:47] How authors can ensure their readers feel appreciated [36:51] What Skye did today that put her in the mindset for success [40:55] Resources & People Mentioned 1,001 Dark Nights with Liz Berry, Episode #83 Sign up for Skye's Newsletter to get free resources PickFu Connect with Skye Warren The website On Instagram On Twitter On Pinterest On Facebook 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

Jake Kelfer is the founder of "Big Idea to Bestseller." He is a lifestyle entrepreneur, life elevator, and coach to ambitious entrepreneurs and freedom seekers helping them write and launch bestselling books to grow their businesses, boost their credibility, and create a massive impact. He is a 3x bestselling author, a high-energy motivational speaker, investor, and the founder of the Professional Basketball Combine which has helped 70+ NBA draft prospects turn their dreams of playing pro basketball into their reality. He and his work have been featured in Forbes, Sports Illustrated, ESPN, and many other major media outlets. Listen in for some great takeaways from Jake's journey as an entrepreneur and how he's helping others fulfill their dream of becoming an author. You will want to hear this episode if you are interested in... [2:14] Learn more about Jake Kelfer and his businesses [7:04] Why you get to decide what success looks like [10:00] How Jake landed his job with the Lakers from a networking call [15:56] How Jake's job made him realize he was good with people [19:53] Why Jake decided to add public speaking to his repertoire [22:25] Jake explains the role of an NBA Draft Coach [25:25] The idea behind Jake's company, "Big Idea To Bestseller" [29:40] Using the "ACE" process to find joy in the process [32:18] Why Jake believes it's important to elevate others [35:22] Life is about the ability to choose what you want [37:50] What Jake did today that brought him joy Resources & People Mentioned The Infinite Game by Simon Sinek Connect with Guest 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

Travis Roy—a 20-year-old hockey player with a promising future—sustained a life-changing injury in October 1995. 11 seconds into his first game as a Freshman at Boston University, a freak accident drove him into the boards, leaving him paralyzed from the neck down. It ended his career and changed his life forever. As his accident became national news, an entire country became his fan club, cheering him on as he adjusted to daily life and rooting for him when he established the Travis Roy Foundation, dedicated to research and one-on-one assistance for spinal injury cases. Six years ago, after his dad suffered a spinal cord injury, Scott Litner launched the Travis Roy Hockey Classic. This event brings hockey players from all over the country to skate together at Madison Square Garden to honor and remember Travis while raising money for spinal cord injuries. Dr. Randy Trumbower is the Executive Director of the Travis Roy Center for Enhancing Functional Independence and the Director of the INSPIRE Laboratory at Spaulding Rehabilitation Hospital. Lee Roy, Travis's father, will also be joining us in this episode. They've turned the events in Travis's life into some great work to help those affected by spinal cord injuries everywhere and work toward a cure. You will want to hear this episode if you are interested in... Lee shares Travis's story and how his passion became his purpose [5:23] Why Travis's outlook after his injury resonated with others [10:42] Scott shares how the Travis Roy Hockey Classic came to be [14:00] Dr. Trumbower shares the mission of the Spaulding Rehabilitation Hospital [17:41] The future of spinal cord research and working toward a cure [21:17] How The Travis Roy Foundation became part of Spaulding [24:16] What can you do to support the mission of Spaulding [28:03] Learn more about supporting the Travis Roy Hockey Classic [30:16] What Lee hopes Travis' legacy will teach others [32:22] What Dr. Trumbower, Scott, and Lee did today that brought them joy [34:27] Resources & People Mentioned Help Me Raise Funds for the Spaulding Rehabilitation Network! INSPIRE Lab Spaulding Rehabilitation Center Connect with the Guests Travis Roy Foundation Dr. Randy Trumbower on Linkedin Dr. Randy Trumbower 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

Nzinga "Zing" Shaw is the first Senior Vice President and Global Chief Impact Officer of Velocity Global. She currently oversees their four centers of excellence: DEI, ESG, Community Engagement, and Philanthropy. Zing is an experienced C-suite executive with extensive hands-on experience and knowledge spanning change and crisis management to human capital management, employee relations, talent acquisition, organizational and strategic planning, branding, and community engagement. She is known for her pioneering DEI work with the National Basketball Association, serving as the first D&I Officer, and representing the Atlanta Hawks & State Farm Arena franchise. Zing was the first Chief Inclusion & Diversity Officer at four blue-chip organizations: Edelman, the NBA, Starbucks, and Marsh McLennan. She has been recognized with numerous "40 Under 40" awards from the likes of Sports Business Journal, Atlanta Business Chronicle, The Network Journal, and PR Week. Listen in for some great takeaways about how Zing has transformed some of the largest companies out there and continues to leave her mark on corporate America by making it better than she found it. You will want to hear this episode if you are interested in... Learn more about Nzinga "Zing" Shaw and what led her to DEI work [4:08] Why Zing walked away from multiple full-ride NCAA scholarships [10:20] How being authentically herself shaped Zing's life and career [14:05] What Zing learned from her time with the NFL, NBA, and Starbucks [17:52] Partnering with Vision to Learn to change the trajectory of a child's life [20:33] Why Zing's career path was more of a jungle gym instead of a ladder [25:22] How learning to push away what others think has led to Zing's success [29:02] What people need to understand about diversity, equity, and inclusion [30:33] Why you should become part of the communities you want to support [35:16] Zing shares some tips to help you build leadership in your organization [39:11] What Zing did today that put her in the right mindset for success [44:27] Resources & People Mentioned Spelman College Vision to Learn Connect with Nzinga Shaw The website 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

Ryan Vesce graduated from Cornell University in 2004 and went on to play 14 years professionally—over 700 games—across the NHL, AHL, KHL, and Europe. He is well known for his leadership, mental toughness, work ethic, and tireless drive to improve his game. Ryan had access to advanced healing techniques and some of the best rehab professionals in the world. After major back and hip surgery, Ryan started combining these techniques with Sean Sullivan's training methodology and the results were immediate. As a result, Ryan played an additional five years of professional hockey pain-free. Ryan and Sean Sullivan co-founded Matterhorn Fit and its sub-brands (Matterhorn Fit, Matterhorn Fit All-Ivy Showcase & Matterhorn Mentors). The Matterhorn family of brands is intensely focused on human development. It was founded to provide everyone with the advanced wellness process that was so instrumental in his career and life. Listen in for some great takeaways about Ryan's time as a professional hockey player and how he has taken the advanced healing process to the entire sports community and the world. You will want to hear this episode if you are interested in... Learn more about professional hockey player and entrepreneur Ryan Vesce [3:01] What it was like winning a National Championship with the Long Island Gulls [4:16] The lessons Ryan learned from playing professional hockey for 14 years [7:53] What's unique about the Matterhorn Fit rehabilitation process [10:35] The biggest mistake young athletes make with physical fitness [15:48] How Ryan became involved with local senior citizens in his community [18:54] Ryan's most rewarding "success" story from Matterhorn Fit [21:15] Ryan's experience co-founding a clothing company with a friend [23:56] Where Ryan inherited his entrepreneurial spirit [25:45] Why Ryan believes mindset is so critical to his success [27:20] Learn more about the Matterhorn Mentor program [31:09] What Ryan did today that put him in the right mindset for success [34:45] Resources & People Mentioned The Matterhorn Mentor Program Connect with Ryan Vesce The website On Instagram On Linkedin On Facebook Bio Ryan Vesce graduated from Cornell University in 2004 and went on to play 14 years professionally (over 700 games) across the NHL, AHL, KHL, and Europe. He is well known for his leadership, mental toughness, work ethic and tireless drive to improve his game. Ryan is currently the Co-Founder & CEO of Matterhorn Fit and its sub-brands (Matterhorn Fit, Matterhorn Fit All Ivy Showcase & Matterhorn Mentors). The Matterhorn family of brands is intensely focused on human development. 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. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Theron Skees is a highly adaptive, solution-oriented creative executive with 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry. Theron is a veteran of Walt Disney Imagineering and he has led diverse creation, design, and construction projects from hundreds of millions to multiple billions of dollars in a wide variety of experience types. He is a corporate culture evangelist who applies vision, strategy, focus, and high personal standards to advance design and increase brand equity by using stories as the key element to deliver business goals and make an emotional connection to guests. Theron founded The Designer's Creative Studio to leverage his skills and experiences for the worldwide business community. Listen in for some great takeaways from his time at Disney and his passion for creating unbelievable experiences for people. >>>>>>>>>>>>> You will want to hear this episode if you are interested in... Learn more about Theron and The Designer's Creative Studio [3:20] What business owners can learn from the Disney experience [6:26] How they approach the physical environments on Disney cruise ships [11:40] Why being laid off from Disney was the best thing that ever happened [15:56] Theron shares why every business needs to find its "Why" [22:50] How Theron uses creativity and storytelling to design customer experiences [25:49] Why getting to know your customers inside and out really matters [30:18] The importance of making creativity part of your company culture [34:15] Why Theron screens and selects the clients he works with carefully [38:27] What Theron did today that put him in the right mindset for success [43:02] Why being laid off from Disney was the best thing that ever happened One of Theron's favorite quotes was Eleanor Roosevelt's: "I'm like a tea bag. You never know how strong I am until you put me in hot water." His career in Imagineering at Disney equated to that. Every new role he took on was something he'd never done before. He continued to take on bigger and bigger roles. He worked 70-hour weeks and traveled at least one week a month. When he was designing cruise ships, he had to fly 9 hours and drive two hours to simply get to the shipyard. When he was laid off, he realized it was a gift. He notes that very few opportunities give you time to stop, think, and reevaluate. Theron decided to take the rest of his career and manage it the way he wanted to. Now he does consulting, keynotes and workshops, and executive coaching. He's doing what he loves and interacting with people he enjoys working with. Theron shares why every business needs to find its "Why" Your "why" is important on every level. Theron uses Simon Sinek's Golden Circle process with clients. He's typically hired to help clients refine their brands. So the first thing they do is cover their why: Who are you as a company? Why do you do what you do? From there, the how and the what are easier to put together. Your why story as a company should be expressed in every single touchpoint of your brand—your website, your people, your social media, and more. Engaging your customer in the why of your brand helps create consistency in their experience. How Theron uses creativity and storytelling to design customer experiences Theron is a believer in the Experience Economy approach. Whether it's a product or service, it emphasizes that you're dealing with human beings. And humans catalog memories in story format. So it only makes sense to create experiences driven by story. Every type of interaction with your brand should be designed to be memorable. If you create story-driven experiences that create an emotional connection between your customer and your brand, what you do becomes magical. They'll want to repeat the experience again and again. It works in every vertical of the economy. Story is a consistent element that drives brand equity and creates built-in differentiation within your own segment. The importance of making creativity part of your company culture Business people should be more creative and creative people need to be more business-minded. Businesses need to stay nimble and make decisions quickly. Risk-taking is allowing yourself to fail forward. As humans, we get comfortable when we move into success. It's easy to camp on that. But many big box stores that did that are no longer in existence (like Sears and Toys R Us). You need to be fast on your feet and think in terms of impossible things. You can't be 100% satisfied with where you are. How would you tackle something that seems impossible? Being creative shakes things up. Theron is a wealth of information about designing customer experiences that are memorable to gain lifelong customers. Listen to this episode to learn from a master creator! Resources & People Mentioned Start with Why The Experience Economy Connect with Theron Skees The website On Instagram On Linkedin On Fa

Today's guest is Rob Dube, the co-founder, owner, and Board Chair of imageOne and the Visionary/CEO of The 10 Disciplines for Managing and Maximizing Your Energy. Rob started his first business in high school selling Blow Pops out of his locker. In 1991, he founded imageOne with his best friend, Joel Pearlman. Rob helped guide the company with a focus on its purpose: to deliver genuine care that consistently drives extraordinary energy, actions, and experiences to every one, every day, every time. A unique approach to business that has driven the company to success in its industry. Rob is also the Visionary/CEO of The 10 Disciplines for Managing and Maximizing Your Energy, a video-based journey that teaches people 10 fast, simple, powerful, and fully customizable disciplines to manage and maximize their energy and live an optimal life. Rob challenges business leaders and entrepreneurs to look inward with mindfulness and meditation by sharing his own mindful leadership journey. Listen in for some great takeaways about Rob's entrepreneurial journey and how he's using his experiences to empower and energize others to lead their best lives. You will want to hear this episode if you are interested in... Learn how Rob became the "Visionary" of The 10 Disciplines [3:44] Rob shares a ten-thousand-foot view of what EOS is [5:10] The purpose of The "10 Disciplines for Managing and Maximizing Your Energy" [7:44] Do you need to be familiar with EOS to implement the 10 Disciplines? [11:20] The 10 Disciplines for Managing and Maximizing Your Energy [12:10] How the 10 Disciplines tie into EOS and living The EOS Life [25:12] Are all the disciplines equally important or do some carry more weight? [28:29] The best way to adopt these disciplines into your business and lives [29:59 Three takeaways entrepreneurs should expect to walk away with [31:29] How the 10 Disciplines and EOS have impacted Rob personally [32:45] What Rob did today that put him in the right mindset for success [35:39] Resources & People Mentioned Download the 10 Disciplines eBook and assessment for FREE Business Harmony with EOS with Mitchell York, Episode #35 Abundance Mindset with Justin Breen, Episode #11 Connect with Rob Dube The website On Twitter On Linkedin 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. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Caleb Silver is the Editor-in-Chief of Investopedia and host of "The Investopedia Express" and "The Green Investor" podcasts. Caleb began his career producing wildlife documentaries in South America. His career in business news began at Bloomberg, where he was a Senior Television producer and was nominated for an Emmy Award in 2003. He then joined CNN as a Senior Producer for "The Situation Room" with Wolf Blitzer. He was also the Executive Producer of CNN Money. He was nominated for an Emmy Award for "New Approaches to Business and Financial Reporting." Caleb left CNN in 2014 to form v, a digital production and consulting company. He joined Investopedia in 2016 as the Editor-in-Chief and Senior VP of Content. He is a frequent guest on CNBC, MSNBC, Yahoo Finance, and ABC Radio. Listen in for some great takeaways about Caleb's journey in the media and how he feels financial advisors are making an impact in the financial world and on the clients they serve. You will want to hear this episode if you are interested in... How Caleb became the Editor-in-Chief and SVP of Content for Investopedia [3:22] Learn more about Investopedia and how they serve the community [7:08] Caleb's thoughts on how financial media has changed over the past two decades [13:06] How immediate access to information has impacted the average investor [15:09] Learn about the selection process to make Investopedia's 100 list [18:35] Caleb's best advice for someone thinking about hiring a financial advisor [24:44] How Caleb sees media and the financial media changing in the future [28:34] The most interesting thing Caleb has experienced during his career [31:05] The next big thing on the horizon for Caleb Silver [32:55] What Caleb did today that put him in the right mindset for success [36:10] Resources & People Mentioned Investopedia Connect with Caleb Silver The website On Instagram On Twitter On Linkedin Bio Caleb Silver is the Editor in Chief of Investopedia and host of The Investopedia Express, and The Green Investor podcasts. He is an award-winning business journalist who has previously worked as the Director of Business News at CNN, the Executive Producer of CNN Money, and a Senior Producer at Bloomberg Television. He is a frequent guest on CNBC, MSNBC, Yahoo Finance, and ABC Radio. Caleb joined Investopedia in 2016. 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. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Alessandra Torre is a Bestselling author who's written twenty-three novels, including multiple New York Times bestsellers. Her first book, "Blindfolded Innocence," was a hit, rising to the top of the eBook charts on Amazon. It attracted the interest of major publishing houses, landing Alessandra her first print deal with Harlequin HQN. In 2017, her New York Times bestseller "Hollywood Dirt," was released as a full-length film by PassionFlix. Torre is also the founder of Inkers Con, an annual authors' conference. In 2019, Alessandra co-founded Authors A.I., a company that uses artificial intelligence to help authors with their development and editing process. In this episode of Mitlin Money Mindset™, Alessandra shares some great takeaways about getting your book noticed and read. She also shares why she's passionate about helping new and aspiring authors. You will want to hear this episode if you are interested in... How Alessandra became a NY Times best-selling author [3:38] The impact E.L. James has had on the industry [6:13] The importance of a book's description [8:08] What motivated Alessandra to become a hybrid author [11:49] What are the benefits of self-publishing? [14:27] Why Alessandra used a pen name for some of her books [16:46] The best piece of advice that Alessandra can give new authors [19:15] What prompted Alessandra to provide free resources for authors [15:13] InkersCon: The conference for self-published fiction authors [26:56] Learn how Alessandra's book "Hollywood Dirt" became a movie [29:30] What Alessandra did today that put her in the mindset for success [33:58] Connect with Alessandra Torre The website (for authors) The website (for readers) On Instagram On Twitter On Facebook Bio Alessandra Torre is New York Times, USA Today, and Wall Street Journal Bestselling Author. Alessandra has written twenty-three novels, including multiple New York Times bestsellers. Her first book, "Blindfolded Innocence," was a breakout hit, rising to the top of the eBook charts on Amazon where it attracted the interest of major publishing houses and garnered Torre her first print deal with Harlequin HQN. Less than twelve months later, Torre signed a second six-figure print deal, this time with Redhook (Hachette) for the Deanna Madden series, an erotic suspense trilogy. In 2017, her New York Times bestseller HOLLYWOOD DIRT, was released as a full-length film by PassionFlix. Torre's novels have been translated in eighteen languages and are distributed in over thirty countries. Torre is the creator of Alessandra Torre Ink - an authors community and online school with over 20,000 members. She is also the founder of INKERS CON, an annual authors conference. As a self-publishing advocate, Alessandra speaks frequently to universities, conventions and author groups. She has been featured in such publications as Elle and Elle UK, as well as guest-blogged for the Huffington Post and RT Book Reviews. She is also the Bedroom Blogger for Cosmopolitan.com. In 2019, Alessandra co-founded Authors A.I., a company that uses artificial intelligence to help authors with their development and editing process. In November of 2020, Authors A.I. launched BingeBooks, an online community that helps readers discover their next great novel. Listen in for some great takeaways about how Allessandra has seen such great success as an author and how she's helping authors everywhere. 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. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Dave Starman is a National TV and Radio Game and Studio Analyst for College Hockey and the World Juniors. He is entering his 20th year at CBS Sports Network as college hockey's lead national analyst and his 15th year as the analyst for Team USA's games on NHL Network at the World Junior Championships. This season will mark his 11th with ESPN as an analyst on their coverage of the NCAA Men's NCAA National Tournament for Ice Hockey, The Frozen Four. Dave is a level 5 USA Hockey master's coach (since 2001) and has been an instructor in the Coaching Education and Player Development Programs for 25 years. Dave is a former NHL scout having spent 11 years with Toronto, Montreal, and most recently with NHL Seattle. Currently, he is the Director of Player Development for the Long Beach Lightning in Long Beach, NY (the hometown of NHL defenseman Charlie McAvoy), goalie coach for the Long Beach Sharks of the NA3HL, and does a series of Hockey IQ vignettes for The Coaches Site, an international hockey coaching platform, called The Breakdown with Dave Starman. Listen in for some great takeaways about Dave's love of the game of hockey (and why it is the best sport around), and his thoughts on the future of the game. You will want to hear this episode if you are interested in... Learn more about Dave Starman's career [4:23] Why the World Juniors is the best amateur sporting event [8:24] What youth sports can teach children about life [14:09] How hockey is different from other sports [17:10] Advice for parents dealing with challenging coaches [19:57] What hockey players' families need to know about the process [25:28] The importance of practice-to-game ratio at the youth hockey level [28:37] Dave's thoughts about the future of college hockey [31:43] How do we grow the game of hockey? [34:23] Dave's experience as a hockey Dad [38:34] What Dave did today that brought him joy [43:18] Resources & People Mentioned Mike Snee The Coaches Site with Aaron Wilbur, Episode #71 College Hockey Inc., Episode #105 College Hockey Inc. Connect with Dave Starman On Instagram On Twitter 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. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Marty Strong is a retired Navy SEAL officer and combat veteran. He's also an author, a practicing CEO, and Chief Strategy Officer. After 20 years as a Navy Seal, he joined UBS as an Investment Professional. During this time, he focused on high-net-worth individuals. 75% of his clients were self-made entrepreneurs, half of which had no college education. Marty learned key entrepreneurial lessons about what business leadership and success look like, and what attributes are shared by highly successful people. Marty left the financial services industry to build and lead rapidly scaling companies. Marty writes about his experiences and insights in his book "Be Nimble: How the Creative Navy SEAL Mindset Wins on the Battlefield and in Business." Listen in for some great takeaways about leadership and how Marty has turned lessons from the battlefield into daily practices at the businesses he serves. You will want to hear this episode if you are interested in... [3:45] Learn more about Marty Strong and his background as a Navy SEAL [6:03] How being a successful SEAL officer applies to business management [10:42] Can all leaders learn how to manage severe amounts of stress? [13:12] What surviving The Crucible taught Marty about himself [16:55] Marty's tips to scale a small-to-early-stage company [19:25] How to create long-term value in the company you lead [24:03] How to create winning cultures in the businesses you lead [28:20] How Marty keeps up with the markets and the competition [32:27] Why Marty emphasizes that humility is a key to success [35:17] The challenges Marty faces in developing new leaders [38:12] What Marty did today that put him in the right mindset for success Resources & People Mentioned Be Nimble: How the Creative Navy SEAL Mindset Wins on the Battlefield and in Business Be Visionary: Strategic Leadership in the Age of Optimization Connect with Marty Strong The website On Instagram On Linkedin Bio Marty Strong is a retired Navy SEAL officer and combat veteran. He is a novelist, a practicing CEO and Chief Strategy Officer, and the author of Be Nimble: How the Creative Navy SEAL Mindset Wins on the Battlefield and in Business, and a second book, Be Visionary: Strategic Leadership in the Age of Optimization, set for release in December 2022. Marty spent a lifetime meeting challenges head on, succeeding in three professions, anticipating crisis, and leading through chaos. 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. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Today's guest is Jeffrey Krentzman, the owner of The BBQ Cleaner and the host of the podcast, "Mind Your Pucking Business." Jeff looks to help future entrepreneurs start their own BBQ grill cleaning business by arming them with a proven turnkey business model. Jeff knew that he wanted his own business early on, but wasn't sure what direction to go. He was an avid reader of the "International Franchise" magazines, which is where he first heard of the Ovenu cleaning franchise business (based in Europe). Jeff saw an opportunity to bring the concept to the United States. A few months later, he launched his business. A decade later, he has over 265 locations across the country. Listen in for some great takeaways about launching a franchise, what it's like running a business with a nationwide presence, and the entrepreneurial mindset. You will want to hear this episode if you are interested in... Learn more about Jeff Krentzman and the BBQ Cleaner [3:58] Why Jeff launched his podcast, "Mind Your Pucking Business!" [6:30] The best piece of advice Jeff wants aspiring entrepreneurs to know [10:34] What it's like running a business with a large nationwide presence [13:02] What has catapulted the growth of the BBQ Cleaner? [14:52] Can you launch a BBQ Cleaner franchise as a side hustle? [16:20] The biggest reason Jeff's locations have seen so much success [17:33] What using The BBQ Cleaner looks like for customers [19:31] How to open your own BBQ Cleaner franchise [20:25] The biggest lesson Jeff has learned as an entrepreneur [21:15] Where Jeff got bit by the entrepreneurial bug [22:09] Learn more about Jeffrey's podcast, "Mind Your Pucking Business!" [23:43] What's up next for Jeffrey Krentzman, the next big thing? [26:19] What Jeff did that put him in the right mindset for success [27:41] Resources & People Mentioned Rich Dad's CASHFLOW Quadrant Connect with Jeffrey Krentzman The website On Instagram On Linkedin On Facebook Bio I started The BBQ Cleaner in 2009 and it has now expanded to over 265 locations across the country. We provide people with everything they need to start their own grill cleaning business. I also host a weekly podcast, Mind Your Own Pucking Business, which focuses on hockey but also small business and entrepreneurship. 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. Connect With Mitlin Financial podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts