Mitlin Money Mindset

Today's guests on the Mitlin Money Mindset™ are Courtney and Lindsey Glasser, sisters and co-founders of Grey Bandit, an online clothing business and marketing powerhouse. Grey Bandit does not just promote clothing, but a lifestyle of wellness and positive vibes. Courtney and Lindsey understand that truly exuding beauty on the outside must come from a place of authentic confidence within. This confidence isn't easy for many young women. Courtney, Lindsey, and others in their lives have grappled with anxiety and depression on some scale and through Grey Bandit are trying to break the stigma that usually accompanies mental illness. They are building a community that they wish was available for them in their previous times of struggle. Grey Bandit is not just a cute online clothing boutique, but also a medium to spread a deeper message and have a charitable component too. Make sure you pay attention to this conversation about a business that started as a college project and has surpassed $5 million in revenue in under four years. You will want to hear this episode if you are interested in... Courtney, Lindsey, and their path to Grey Bandit [2:30] What is Grey Bandit? [9:07] Not just about clothing [10:53] Organizations that Grey Bandit supports with the Care Collection [13:43] Running a company with your siblings [17:29] How operating on the principles of Traction and EOS has helped growth [21:32] How important have mentors been to these young entrepreneurs? [24:40] Staying in their lane [29:24] What are the next big steps for Grey Bandit? [33:54] What Courtney & Lindsey did today to put themselves in the right mindset for success? [37:20] Resources & People Mentioned To Write Love On Her Arms The Love Land Foundation NAMI Active Minds Connect with Courtney, Lindsey, and Grey Bandit The website On Instagram On Facebook On Pinterest On TikTok 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 on the Mitlin Money Mindset™ is Lou Mongello, host of WDW Radio, a podcast about Disney Parks, Marvel, and Star Wars. Lou is a former attorney who left the practice of law to pursue his passion for Disney. WDW Radio, which he founded, is an award-winning podcast that at one time ranked #2 overall on iTunes. It was named best travel podcast for 9 consecutive years. Additionally, Lou is also the author of numerous books and audio tours of Walt Disney World, including his most recent book, the Disney Interviews Vol 1. Lou is a speaker who also provides mentoring and consulting to both individuals and organizations looking to build their businesses and brands by sharing the magic of Disney. Lou is also a philanthropist and the founder of the Dream Team Project which has raised more than $450,000 to send children with life-threatening illnesses to Walt Disney World. He attributes his tremendous success to the participation and generosity of the community he has built. Listen in for some great takeaways on how you can follow your passions and have an impact on the world around you. You will want to hear this episode if you are interested in... Lou's path to founding WDW Radio [3:33] Was Lou's path mapped out from the start? [5:44] What is it about Disney that has captured Lou's heart? [7:43] The most important thing that Lou's journey has taught him [11:17] Where did the friends not fans concept come from? [16:40] The Dream Team Project [20:52] Lou's top Disney experience [24:55] Most memorable WDW Radio episode [26:26] Advice for someone who wants to pursue their passion [28:14] Is Disney shifting from a guest satisfaction focus to a revenue focus? [33:34] A Disney secret & plans for the 50th anniversary [38:19] What Lou did today that put him in the right mindset for success? [41:15] Resources & People Mentioned The Disney Interviews: Volume I And Justice For All Connect with Lou Mongello The websites Lou Mangello or WDW Radio On Instagram On Twitter On Linkedin On Facebook On YouTube On Pinterest 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 on the Mitlin Money Mindset™ is Mike Jaczewski, known as "Ski" by his friends and colleagues. Mike is President and CEO of Toltec and has spent over 19 years as a professional investigator handling matters for individuals, entrepreneurs, attorneys, and numerous Fortune 500 companies. With encouragement and spiritual support from family and friends Mike launched Toltec and has since become the go-to investigator for countless clients who've come to rely on his efficiency and professionalism. Mike has built an extensive network of professional partners and during his career has investigated and managed case files in all 50 states and over 60 countries. Listen in as Mike shares his personal story and some gems about the work he has done as an investigator. You will want to hear this episode if you are interested in... Mike's path to founding Toltec [2:25] What does Toltec do and who's it for? [4:04] What does the name Toltec mean? [6:43] What drew Mike to this line of work [9:44] Counterfeiting issues businesses face [11:58] Can a solo entrepreneur afford to defend their product? [14:12] Mike's war stories working as a PI [18:48] Is there a specific mindset you need to have to be an investigator like Mike? [22:19] What are the next big steps for Toltec? [29:16] What Mike did today that put him in the right mindset for success? [32:32] Connect with Mike Jaczewski The websites Toltec or Mike Ski 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

When we think about professional athletes a number of things come to mind… elite abilities, wealth, and the pinnacle of success are among them. Greg Camarillo's comments about what life in the NFL is really like are a welcome peek behind the curtain to understand the day in and day out nature of what professional athletes experience. While he admits that his time in the NFL was indeed a pinnacle, he also realizes that the things that took him there are things that are available to everyone, in every walk of life. Join me as Greg and I discuss his road to the NFL, which started when he walked on to the football team at Stanford and how his first years in the NFL were tenuous at best. He reveals the struggles professional athletes experience and offers a way through the difficulties through open dialogue and humility. I hope you take the time to listen to this insightful conversation. You will want to hear this episode if you are interested in... A college football walk-on who made a great career in the NFL [1:22] Greg's mentors in the NFL and how they impacted his success [5:44] Personal ambition VS team mindset and how to navigate them [10:31] The confidence-factor that leads to greater success [14:47] How does a player plan for the average length of his career (3.5 years)? [19:25] The best advice Greg received about finances while he was in the NFL [24:04] Struggles professional athletes experience after their careers [28:30] What Greg did today that put him/her in the right mindset for success? [38:29] A great success question: Who do I see that I want to be like? Success doesn't just happen. Many things go into the journey there. Greg Camarillo says that one of the attitudes he's found extremely helpful is that no matter what role he's in, he finds people to look up to and emulate. Who is doing what he needs to do, who is doing it with excellence? That's who he wants to be like. What he describes is the old-fashioned idea we call "finding a role-model" and it's as helpful today as it ever was. Listen to hear Greg explain why role models are so important, how to make the most of them, and what can be done to apply what you learn in the best way possible. Consistency plays a huge role in success Greg Camarillo never expected to make it to the NFL, much less become a starting wide receiver. But one of the reasons he did was because he understood what the coaches were looking for. Put yourself in the coaches shoes for a moment. When a game is on the line, what keeps them from putting a young or inexperienced player in the lineup? It's the lack of confidence they have in that player. Can the player be trusted on the field? Greg says that the best way to answer that question is to develop consistency. And this doesn't only apply to football. When those who have the authority to give you a bigger or greater role see that you deliver good results, consistently, they have greater confidence that you'll do so when they give you an opportunity. So, how can you apply that mindset in the roles you fill right now? What happens when the thing that's provided your identity is gone? One thing I was eager to ask Greg was how an NFL player handles the inevitable reality that his career is not going to last forever. In fact, the average player's career is only three and a half years long. How does a player do his best every day, while knowing that the odds of a long career are not in his favor. Compounding the issue, players who do experience careers longer than the average face a handful of important questions once they do retire. What is my value, my drive, my purpose now that the career that defined much of my life is gone? Now that I've reached the pinnacle of a very elite career and am starting over at 30 or 40 years old, what am I going to do with myself for the next 50+ years? Will I ever feel the same level of excitement again? Questions like these often nudge players into a dark place and recent stories illustrate how important it is that something is done to better equip players for the day they leave the league. In this conversation, Greg highlights some of the great things the NFL Player's Union does for players and provides guidance for those who are leaving a life-defining career and stepping into the unknown. Resources & People Mentioned The University of San Diego - Where Greg serves as Director of Student-Athlete Development Connect with Greg Camarillo On Twitter BIO: Greg Camarillo is currently the Coordinator of Student-Athlete Development at the University of San Diego, a role he has held for the last six years. He is also an on-air analyst for NBC 7 San Diego, regularly appearing on 'Football Night in San Diego' and 'Sports Wrap OT.' Greg started his collegiate football career as a walk-on punter/receiver at Stanford University, where he earned an engineering degree in 2005. He was then able to turn a minicamp tryout with the Chargers into an 8-year NFL career as a wide receiver with stops in San Diego,

Most people who've worked for the Walt Disney company will tell you, it's a delightful place to work, grow, and learn. Dan Cockerell will tell you so in glowing terms. After college and participation in the Disney college program, he chose to work for Disney. His beginning role wasn't a glamorous one — he parked cars. But that humble beginning was the trailhead that led him down the path of personal and career development. He eventually filled the role of VP of The Magic Kingdom. That's quite a progression and the story is worth hearing. Listen to hear Dan's valuable insights into personal growth, management, company culture, and a mindset that leads to success. >>>>>>>>>>>>> You will want to hear this episode if you are interested in... Dan's road from parking attendant to VP of Disney's Magic Kingdom [2:55] The ins and outs of the Disney college program — learning, earning, living [5:48] How technology impacted Dan's journey at Disney [7:56] A powerful tip about creating amazing culture in an organization [11:38] Culture stories from inside Disney [14:01] Moving managers toward facilitating excess, not having all the answers [18:53] Favorite roles Dan filled in Disney [22:02] Intentional reflection puts Dan in the right mindset for success [25:24] The catalyst that moved Dan away from his role at Disney [27:09] Advice for the dual-income, dual-career families [32:55] What Dan did today to bring joy and put him in the right mindset for success [35:18] Resources & People Mentioned Dan's book: How's the Culture in Your Kingdom? Disney's College Program Disney Institute Connect with Dan Cockerell Dan's website Cockrell Consulting On Instagram On Twitter On Linkedin On Facebook Bio: Dan attended Boston University, graduating in 1991, where he earned a Bachelor of Arts degree in Political Science. An avid rugby player, he was selected for the 1990 and 1991 USA Collegiate All-American Rugby team, and was Captain for the 1991 team. Upon graduation from Boston University in 1991, Dan moved to Florida and worked as a parking attendant at Disney's Epcot Center. Subsequently, he joined the Disneyland Paris Management Trainee Program. He was transferred to France to join the opening team of Disneyland Paris three months prior to the grand opening. While in France, he held various management positions in Park Operations. He and his wife Valerie, who was also with Disneyland Paris, were married in France and spent five years there before moving back to Orlando in 1997. Since that time they have raised three children – Jullian, Margot and Tristan. Dan has held various executive operations roles at the Walt Disney World Resort, both in the theme parks and resort hotels, and retired as the Vice President of the Magic Kingdom where he led 12,000 cast members and entertained over 20 millions guests annually. He earned his MBA in 2001 at the Crummer School of Business at Rollins College. In addition to his operational responsibilities, Dan was a keynote speaker for the world-renowned Disney Institute for 18 years. He has addressed open-enrollment participants as well as attendees in customized programs including the USAA Bank, General Motors, the U.S. Department of State, the U.S. Army, the Southern Methodist University Business School, Porsche A.G., and United Airlines. He also participated in the Sodexo Quality Life Worldwide Conference Panel, moderated by Arianna Huffington, in 2015. After a fulfilling and exciting 26-year career with the Walt Disney Company, and upon becoming empty nesters, Dan and Valerie made the decision to set out on a new venture and start their own consulting and speaking business. Dan provides customized, authentic presentations and insightful workshops focusing on leadership and management practices, drawing upon his extensive Disney career with relevant examples and inspiring storytelling. 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 on the Mitlin Money Mindset™ is Stephanie O'Dea, New York Times bestselling author and slow living expert. In 2008, Stephanie made a New Year's resolution to use her Crock-Pot slow cooker every day for a year and write about it online. This simple idea resulted in 10 books, 6 weeks on the New York Times bestseller list, and a brand new career she could do at home in her pajamas. Stephanie feels that she's living her version of the American dream. She believes that at the end of the day, we all just want to feel calm, cool, and collected like we did our absolute best. It starts with learning to live slowly. Stephanie says we live in a pressure cooker world so let's be more like the Crock-Pot. Listen in to see how you might be able to live slowly, enjoy life, and do it on your terms. You will want to hear this episode if you are interested in... Stephanie's path to becoming a best-selling author and slow living expert? [2:32] Starting a business 6 months before a recession [5:46] With 353 dinners did Stephanie ever run out of ideas? [7:13] Slow vs Instant cookers [10:26] What is slow living all about? [13:25] What kind of mindset do people need to live slower [16:25] Actionable things you can do to move towards a slow living lifestyle [18:04] The Tony Robbins for moms [22:13] The mindset needed to take a passion and turn it into a successful business [26:05] What Stephanie did today that put her in the right mindset for success? [30:39] Becoming a slow living expert and launching a lifestyle How did Stephanie end up on a path to becoming a New York Times bestselling author and slow living expert? Stephanie says she's mostly a mom. She has three children and needed to find a legitimate way to work from home while raising them. In 2008, she made a new year's resolution to use her Crock-Pot slow cooker every day for a year and write about it online. Stephanie wanted to learn how to run a website, she wanted to write and find a way to force herself to write every day. She was drawn to the idea of a New Year's resolution because it had an end date. However, the site took off and book publishers started calling. Stephanie ended up on TV and all of it sort of snowballed in this cool way AND she still got to stay home with her kids. While making more than enough money to support her family. What is Slow Living? Slow living is a feeling. Stephanie doesn't like the hustle, do more, be more, achieve more, go, go, go, life. She says a lot of times people are trying to cram so much in that they forget that life is long and you might as well enjoy it. There's no reason to over-schedule and over-burden yourself. Stephanie explains a lot of people underestimate what they can get done in a week so instead of scheduling it out in a nice, slow, methodical way, they over-schedule themselves, and then because of that, they don't get it all done. Then they are always trying to play catch up and it doesn't feel right. Stephanie tells moms they have to pay themselves first. For Stephanie, that means getting up at 4 am and giving herself an hour before the craziness of life and family start. Where she is alone in the kitchen with her coffee and nice-smelling candle and she's able to journal and think. If that seems ridiculous to you, then just start shifting forward, but give yourself at least a half-hour to an hour to remember who you are as a human before you start essentially firefighting all day long. The mindset needed to turn a passion into a business What is the mindset needed for the moms and people listening to take their passion, something they like doing and turn it into a successful business? Stephanie thinks one of the better things she did was giving it a whole year. She had an idea for a New Year's resolution and she stuck to it. Stephanie says sometimes people have great intentions, but they don't follow through. The execution gets muddied because they give up and it takes a long time to get the ball rolling and to feel comfortable with what you're doing. Eventually, success can be reached for almost any idea and anything, if you just stick with it and follow your gut and your intuition. So a follow-through mindset is highly recommended and if you don't know if you have that Stephanie can help! Connect with Stephanie O'Dea The website On Instagram On Facebook In 2008, Stephanie O'Dea made a New Year's Resolution to use her crockpot slow cooker every day for a year and write about it online. This simple idea resulted in 10 books, 6weeks on the New York Times best sellers list, and a brand new career she could do at home, in her pajamas. I am a New York Times best-selling author of 10 books. I live in the SF Bay Area, and am a mom to three amazing girls, and a basset hound puppy named Sheldon. I feel as if I'm living My Version of the American Dream. I believe in Slow Living — I got my start writing online in 2008 when I started my A Year of Slow Cooking website. I now write, teach, and speak all things Sl

Today's guest is Randi Zinn. She's an author, mindfulness and wellness expert, podcast host, and founder of the Going Beyond Movement and Beyond Mom. The Going Beyond Movement grants women permission to step in, step up, and enter a curious dialogue with their life. Randy has created a community to allow women to engage in a meaningful dialogue about these topics. Her book, Going Beyond Mom: How to Activate Your Mind, Body & Business After Baby, was published in 2017. She is a regularly featured expert interviewed by the media, and has been featured in Women@Forbes, HuffPost, The New York Times, Well+Good, MindBodyGreen, Elephant Journal, Cheddar, FOX5 NY, Great Day Washington, The Honest Company Blog, and many more. For those of you interested in taking care of yourself and taking control of your life...Listen. Carefully. You will want to hear this episode if you are interested in... Randi Zinn's path to founding the Going Beyond Movement [2:36] What is the Going Beyond Movement all about? [5:43] How the Going Beyond Movement is aspiring to help women [10:28] A success story from the Going Beyond Movement [13:25] How does mindset come into play for people Going Beyond? [18:07] How has your family played a part in your movement and drive for success? [21:38] What tips do you have for women who are juggling family and career? [23:44] Women are seeing more opportunities in leadership. Why is this so important? [27:34] What Randi did today that put her in the right mindset for success? [31:18] Resources & People Mentioned Randi's book Going Beyond Mom: How to Activate Your Mind, Body & Business After Baby Connect with Randi Zinn The website On Instagram Randi and GBM On Twitter On Linkedin On Facebook On YouTube 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 Dr. Brad Klontz Co-Founder of the Financial Psychology Institute. He's also an Associate Professor of Practice at Creighton University Heider College of Business, and he's a Managing Principal of Your Mental Wealth Advisors. Dr. Klontz was awarded the Innovative Practice Presidential Citation from the APA for his work in helping people with money and wealth issues. Dr. Brad Klontz has been a columnist for the Journal of Financial Planning, On Wall Street, and PsychologyToday.com. In addition, he has co-authored and co-edited five books on the psychology of money. His work has been featured on ABC News' 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, to name a few. The psychology of money is something that is fascinating to me and to have the opportunity to have a conversation with Dr Klontz and share it with you, makes it even better. So be sure to listen in, because I'm sure you'll hear some interesting things about money, wealth, and psychology and how they all come together. You will want to hear this episode if you are interested in... Dr. Brad Klontz's path to the Financial Psychology Institute [2:45] What is a financial psychologist? [5:33] When or how do our ideas surrounding money develop? [6:04] How much does mindset have to do with poor mental wealth? [8:42] Do you have a money disorder? [12:56] Why is money so complicated? [15:52] What can investors do to achieve a better relationship with money? [18:29] Are social posts (by unqualified people) affecting the psychology of investors? [20:57] How chatter on Reddit and other social media affects investor psychology? [24:56] What Brad did today that put him in the right mindset for success? [31:20] Connect with Dr. Brad Klontz The website On Instagram On Twitter On Facebook On YouTube On Linkedin 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 on Mitlin Money Mindset™ is Jodi Daniels. She's the Founder and CEO of Red Clover Advisors, a privacy consultancy helping companies from startup to fortune 100, create privacy programs, build customer trust and achieve privacy law compliance. Founded in 2017 Red Clover advisors is currently one of the few certified women's business enterprises focused solely on privacy. Jodi is a Certified Informational Privacy Professional, a national keynote speaker, and has been featured in The Economist, Thrive Global, Forbes, Inc., Authority Magazine, Medium, and is also a member of the Forbes Business Council. If that wasn't enough, she's also the co-host of the She Said Privacy/He Said Security podcast. Privacy, the internet, and business are all top of mind and concerns for most out there. So tune in to hear what you should be doing to maintain the privacy of your business, your clients, and yourself. You will want to hear this episode if you are interested in... Jodi's path to founding Red Clover Advisors [3:06] What does RCA specifically do in the privacy arena? [4:22] What companies have to think about to protect clients, customers, & employees [5:52] Brass tacks minimums companies should be doing to protect their data [10:43] Does privacy need to be handled differently based upon the size of a company? [14:40] Federal vs state laws [17:46] Can a business be impenetrable? [19:26] The cost of privacy and a breach [23:06] As a consumer, what should we be concerned about or look for? [26:09] The future of privacy policies and the control you have over your own information [28:20] Things that should prompt you to stay away from a specific site? [31:48] What Jodi did today that put her in the right mindset for success? [34:56] Connect with Jodi Daniels The website On Twitter On Linkedin Jodi or Red Clover Advisors On Facebook Jodi or Red Clover Advisors 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 on the Mitlin Money Mindset™ is Dr. Manuel Astruc, the founder of Your Next Act. Manuel started Your Next Act to help high-achieving entrepreneurs find the mental strength to not just survive their ventures, but thrive. After seeing for himself the change that comes with consciously making an effort to embrace the journey and block out negativity made in his own life. He knew he needed to share this knowledge with others. What makes Dr. Astruc unique is he has been working as a psychiatrist for over 20 years and the last 15 in his own private practice. He also has experience in the addictions field as the Medical Director of the Saratoga County Alcohol and Substance Abuse Services and previously worked as the Medical Director of the Saratoga Hospital Mental Health Unit. Manuel's path is a result of his own personal life events and I'm excited for you to hear his story. You will want to hear this episode if you are interested in... Manuel's path to launching Your Next Act [2:39] How Your Next Act is looking to help people [7:28] Happiness is fleeting [10:33] Why is mindset so important for entrepreneurs [15:28] The benefits of working with a trained psychiatrist opposed to a business coach [18:54] Some tools and ways for people to take small steps toward big change [23:38] Turning off your entrepreneur brain in order to meditate [29:35] What Manuel did today that put him in the right mindset for success? [32:46] Connect with Dr. Manuel Astruc The website 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

Today's guest on the Mitlin Money Mindset™ is Jamie Hopkins, the managing director of Carson Coaching and the Director of Retirement Research for Carson Group. Jamie is one of the most well-known and educated people in the area of wealth management. In addition to his role at Carson Group, he is a finance professor of practice at Creighton University's Heider College of Business and has helped co-create the Retirement Income Certified Professional (RICP®) designation at The American College of Financial Services. Jamie is the author of the book Rewirement: Rewiring The Way You Think About Retirement Planning. And if all this was not enough, he was named as a top 40 young attorney by the American Bar Association and a top 40 financial service professional under the age of 40 by InvestmentNews. In 2020, his work on retirement planning and the SECURE Act won an award from WealthManagement.com for being the best Thought Leadership Advisor Education. I have known and followed Jamie and his work for several years. He is a go-to for me when we're in need of an outlook on how things in the world might affect the markets, and we love having him as part of our team. You will want to hear this episode if you are interested in... Jamie's path to his many roles today [2:52] Why is retirement planning such a difficult topic for clients to approach? [8:40] Three things you should be doing when planning for retirement [12:31] Things people are doing regularly with an adverse effect on their retirement? [16:20] Changes that have impacted how people should be thinking about retirement [19:37] Social Security. Will it be there for those who need it when they need it? [23:35] Are changes coming to the retirement landscape with the new administration [31:20] What Jamie did today that put him in the right mindset for success? [36:01] Connect with Jamie Hopkins The website On Twitter 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 on Mitlin Money Mindset™ is author Jennifer Probst. She is a New York Times, USA Today, and Wall Street Journal bestselling author of sexy and erotic contemporary romance. Jennifer wrote her first book at 12 years old and has not stopped since. Her book The Marriage Bargain spent 26 weeks on the New York Times bestsellers list. Jennifer's work has been translated in over a dozen countries, sold over a million copies, and was dubbed a "romance phenom" by Kirkus Reviews. If that was not enough, she has penned Wright Naked. A book to help other authors succeed. It has been described by other authors as an effortless read and tremendous help. I've had the opportunity to know Jennifer through my involvement with the romance author community and I am excited to share our conversation with you. You will want to hear this episode if you are interested in... Jennifer's path to becoming a bestselling author [2:10] An overnight sensation 30 years in the making [6:32] Why Jennifer is drawn to contemporary romance [8:42] How writing has exposed Jennifer to so many career experiences [10:48] How has writing and being an author changed over the years? [15:44] Juggling writing and all of the other aspects of business [21:03] How Jennifer is giving back to the industry [23:20] What has being an author given Jennifer that she never expected [27:34] What Jennifer did today that put her in the right mindset for success? [30:11] Connect with Jennifer Probst The website On Instagram On Twitter On Facebook On Pinterest On YouTube On Goodreads On Bookhub 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 on the Mitlin Money Mindset™ is Chris Cartisano, founder of Christopher Allen Clothiers. Chris has over 20 years of experience in the custom clothing business and has built a company on his knowledge, integrity, and attention to detail. Christopher Allen Clothiers provides men's custom apparel and wardrobe management services to their distinguished, busy, and successful clientele. His clients include CEOs, attorneys, sports figures, business owners, and those that just want to look and feel good. Chris and his company provide the highest level of customer service and are always ready to meet their client's needs when and where it's best for them. Chris has been helping me with and creating my wardrobe for years and is responsible for almost all of my business and formal attire, always making me look good. After you hear this conversation, I hope you'll consider him too. You will want to hear this episode if you are interested in... Chris' path to creating Christopher Allen Clothiers [2:32] How has the custom clothing industry changed over the years [6:34] Changes Chris has seen in fashion and style [8:54] Stepping into women's clothing [11:14] Types of attire that Chris handles for clients [12:21] Other benefits from wearing custom clothes [14:20] Benefits of using Chris' services as opposed to shopping for clothes [19:36] What are wardrobe management services? [22:43] What should people expect to pay, a range, for custom clothing? [24:26] What Chris did today that put him in the right mindset for success? [29:19] Connect with Chris Cartisano The website On Instagram 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

Our guest on this 40th episode of the Mitlin Money Mindset™ is Jennifer Louden. Jennifer is a personal growth pioneer who has helped launch the concept of self-care with her 1992 best-selling debut book, The Woman's Comfort Book. She's the author of six additional books, including The Woman's Retreat Book, The Life Organizer, and her newest release Why Bother. She's appeared on a number of podcasts, radio, and television shows, including The Oprah Winfrey Show. As an entrepreneur and educator, Jennifer has offered women's retreats for over 25 years and she's on a mission to help women create the life and work they love. There are some awesome takeaways from our conversation, so be sure to listen in. You will want to hear this episode if you are interested in... Jennifer's journey to becoming a personal growth pioneer [2:18] Who are the people Jennifer is looking to help; her target market? [6:45] How Jennifer helps people and her main areas of focus? [8:07] What Jennifer sees that hinders people from experiencing personal growth? [11:33] Setting yourself up mentally for retirement BEFORE retirement [15:18] What signs should you look for that indicate the need for personal growth? [19:09] Simple things that you can do to take action to improve yourself [21:57] How important is mindset when it comes to focusing on personal growth? [26:46] What Jennifer did today that put her in the right mindset for success? [28:37] Resources & People Mentioned The Woman's Comfort Book The Woman's Retreat Book The Life Organizer Why Bother Connect with Jennifer Louden The website On Twitter On Facebook On YouTube 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 on the Money Mindset™ is Dr. Barbara Provost, the founder of Purse Strings, LLC. Barbara is no stranger to hard work or challenges. She has used her strong experience, active research, and continuous data gathering to help empower women everywhere. Barbara found that women are consistently overlooked by financial organizations causing this powerful demographic to be underserved and under planned for in regards to their financial future and she wanted to change that. She works to help women become financially fearless by learning what they need to know to make the right financial decisions for themselves and their families. Using her proprietary Purse Strings model, Purse Strings provides a cadre of financial professionals who have been vetted to provide the unique service women want and empowers women everywhere to work towards their financial future. I am proud to say I am Purse Strings approved, and can't wait to share our conversation. You will want to hear this episode if you are interested in... Barbara's path to starting Purse Strings LLC [2:27] How Purse Strings is solving issues Barbara found in the marketplace [5:42] The Purse Strings model [9:45] Differences in working with female vs. other clients [12:39] Working with a husband and wife at the same time but catering to both [14:10] Can a male be a Purse Strings approved professional? [19:05] Top 3 areas where men are failing when working with female clients [20:41] What does it mean to be financially fearless and what mindset is needed? [24:52] What Barbara did today that put her in the right mindset for success? [28:48] Resources & People Mentioned Barbara's Facebook Group: Purse Strings for Financially Fearless Women Connect with Dr. Barbara Provost The website On Instagram On Twitter On Linkedin On Facebook On Pinterest 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 on the Money Mindset™ is Jerome Myers, AKA "J". He's a developer of people and places. He's the founder and chief inspiration officer of Dream Catchers and the Meyer's Development Group. Through these entities, he gets to live out his childhood dreams of helping people manifest the things they imagine and create social proof that dreams should be real. Since leaving corporate America after building a $20 million division, Jerome has become one of the most sought-after thought leaders in the multifamily development space. His company, the Meyer's Development Group, built a multi-million dollar portfolio following the principles of Myers Methods. This success has led him to be featured on top podcasts in this space, and he is an inspiration and someone that people listen to when they are considering real estate, be sure to listen for some helpful tidbits from our conversation. You will want to hear this episode if you are interested in... Jerome's path to becoming an entrepreneur [2:22] Where did Jerome's real estate passion stem from? [8:39] Benefits of owning and investing in real estate? [13:12] What about being debt-free? [14:05] Top 3 things to consider before investing in property? [16:52] How Jerome's company helps people looking to get involved in real estate [22:01] Why Jerome feels advisors (in any industry) should be held to the fiduciary standard [25:23] What is the next step for Jerome in his journey? [28:56] What Jerome did today that put him in the right mindset for success? [31:24] Connect with Jerome Myers The website 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

Today's guest Bob Sager is the founder of Spearpoint Solutions. Bob's professional background includes over three decades of experience in sales, leadership, and training. Bob Sager is the inventor of the creative thinking game What's the Big Idea, which he is turning into a game show. In addition, he has authored a personal achievement book named Discovering Your Greatness and a book of innovative strategies and how to create them called 101 Freaking Brilliant Business Ideas And 10 Ways You Can Create Your Own. Bob has successfully used his vast experience to help companies get unstuck and take them to the next level. We often hear about thinking outside the box and that is exactly what Bob helps clients do. You will want to hear this episode if you are interested in... Bob's path to starting Spear Point Solutions? [2:02] What does out thinking the competition mean? [4:05] Why is it so hard for people to have an out-thinking mindset? [8:10] How Bob helps businesses implement and walks them through the process [12:34] The inside scoop on creative thinking FUNshops [14:09] What's the Big Idea game show [23:02] What Bob did today that put him in the right mindset for success? [28:31] Resources & People Mentioned Discovering Your Greatness 101 Freaking Brilliant Business Ideas And 10 Ways You Can Create Your Own Atomic Habits Connect with Bob Sager The website On Twitter On Linkedin: Bob, Spearpoint 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

Today's guest is Topher Scott, founder of the Hockey Think Tank. Topher played hockey at Cornell University where he was a two-year captain. After a brief stint playing professionally, he went on to be a division one assistant coach for six years at Miami of Ohio and Cornell. Topher currently works with organizations from youth to college levels in team-building and hockey development. The Hockey Think Tank provides a platform for connecting people that are passionate about the game of hockey. It provides a unique opportunity for dedicated coaches, players, and parents to gain and share hockey knowledge. Topher has created a community of people that are fans, players, and students of the game of hockey and are working diligently to grow the game. Which is something I am passionate about too! You will want to hear this episode if you are interested in... Topher's path to founding the Hockey Think Tank [2:06] What is the Hockey Think Tank all about? [5:20] Things the Think Tank is trying to impart upon youth hockey players and parents [6:51] Some of the things that Topher has taken away from working with youth players [13:55] Is there a difference between a youth hockey player and other sports? [17:37] Understanding the difference in the path of a hockey player vs other sports [21:00] What's the goal of Topher's podcast and what does he attribute the success to? [24:18] Does Topher see anything changing with the game of hockey? [29:30] What's the next big thing for the Hockey Think Tank? [31:50] What Topher did today that put him in the right mindset for success? [32:39] Connect with Topher Scott His website On Instagram On Twitter 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

Today's guest on the Mitlin Money Mindset™ is Mitchell York. He is a professional EOS Implementer who helps leadership teams gain clarity in their vision, goals, and processes so they can get what they want from their business. The EOS can be applied to almost any business and Mitch has worked with clients in a range of different industries. Prior to becoming a coach, Mitch had a successful corporate career as a senior executive with high-growth companies. Most notably, he was the president of Lending Tree in its startup phase. Creating processes and procedures to help the company position itself for rapid growth. GE Capital— which invested $50 million in Lending Tree— said the company's processes were the best they've ever seen for a startup. Mitch has helped us implement EOS at Mitlin, and I'm looking forward to sharing the conversation we had. You will want to hear this episode if you are interested in... Mitch's path that led to being a professional EOS implementer? [1:54] What is EOS? [3:33] What does an EOS Implementer do? [5:59] How long does it take to get EOS implemented throughout the entire business? [9:27] The 6 key components of EOS [13:41] The 8 questions on the vision traction organizer [16:23] Types of businesses that are ideal candidates for considering EOS [20:02] Top 3 benefits to the business after EOS is implemented [20:41] Mindset requirements from owners and leadership teams [24:10] What Mitch did today that put him in the right mindset for success? [27:15] Resources & People Mentioned Traction by Gino Wickman The Five Dysfunctions of a Team by Patrick Lencioni Connect with Mitchell York His website On Linkedin 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 on the Mitlin Money Mindset™ is Mike Saracco. Better known as C-Roc, the CEO of People Building Inc., and the powerhouse behind the "What Are You Made Of?" movement. C-Roc is a performance coach, author, dynamic public speaker, visionary, and thought leader. He was recognized by Yahoo! Finance as one of the top business leaders to follow in 2020 and is on a mission to build people. His drive comes from his ability to inspire others and he measures his success by how he is able to help others achieve greatness. C-Roc had a fire lit in him at an early age. This fire has propelled his desire to help people see the greatness inside themselves using past events to fuel their own fire. This also prompted him to write his debut book, Rocket Fuel. I'm excited to share this conversation and some great nuggets from C-Roc on how you can spark the fire within you. You will want to hear this episode if you are interested in... The path to being a top business person and the CEO of People Building, Inc.? [2:36] How and where do you find a mentor? [4:03] What is the "What Are You Made Of?" movement? [7:39] Why are relationships and mindset so important together? [11:58] Setbacks or responsibility? [15:51] What's the book Rocket Fuel about and who's it for? [20:11] What tools are available for people to change their mindset? [23:03] What did C-Roc do today that put him in the right mindset for success? [26:47] Resources & People Mentioned ROCKET FUEL Book – Pre-Order Page Connect with Mike 'C-Roc' Ciorrocco His website On Instagram On Facebook On YouTube 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 on the Mitlin Money Mindset™ is Stephen Somers, CEO, and Co-Founder of Marketplace Superheroes. Stephen and his partner Robert Rickey have taken their success in running an 8 figure Amazon business— which has sold over $12 million worth of products globally— and created Marketplace Superheroes to help others do the same. Stephen's goal is to create a community of people and teach them what it takes from someone that has done it. They are laser-focused on helping people become successful, be true business owners, and have the ability to create an income stream that can last for years to come. He wants to see them achieve the same success he has. You will want to hear this episode if you are interested in... Stephen Somers' path to becoming the CEO of Marketplace Superheroes [2:00] What is Marketplace Superheroes all about? [5:49] Different levels of involvement [9:02] Qualities that people need to be a successful Marketplace Superhero [12:40] The map from side hustle or employment replacement [15:19] The rule of 5 [20:11] How have Stephen and Robert been so successful? [27:52] What's next for Marketplace Superheroes? [32:52] What Stephen did today that put him in the right mindset for success? [33:47] Resources & People Mentioned Dan Kennedy Connect with Stephen Somers Their website On Instagram On Linkedin On Facebook On YouTube 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 Jen O'Brien, the Executive Director at the American Special Hockey Association, or ASHA as it's called. Jen serves nationally and her advocacy supports organizations and athletes with special needs as they strive to achieve their goals with the coolest game on ice. During her tenure with ASHA, Jen has helped them grow to support over 100 established special hockey clubs throughout the US and she has also grown over a dozen new ones. As awareness increases about special hockey so will opportunities for more people to become involved and actively help grow access to the sport they love. I have personally known Jen for over a decade and she is truly a giver and always looking to help others. I cannot wait to share our conversation with you. You will want to hear this episode if you are interested in... What led Jen to become the Executive Director at ASHA [2:23] What is ASHA all about [3:42] The connection between ASHA and the NFL [6:08] Where do the funds come from to run the organization?[11:15] Are there ASHA teams all over the country for people to get involved with? [13:54] What does it cost for players? [16:43] How has Jen seen hockey impact the lives of those involved in ASHA? [19:13] What are the next steps for ASHA? [27:11] What Jen did today that put her in the right mindset for success? [31:03] How you can get involved with this amazing organization! [31:42] Resources & People Mentioned Alex Ovechkin Bryant McBride at Burst Communications William Aronow Connect with Jen O'Brien & ASHA ASHA's website On Twitter: ASHA On Linkedin: Jen, ASHA On Facebook: Jen, ASHA 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 James Rieger, partner at Tannenbaum Helpern Syracuse & Hirschtritt LLP. He's also the Founder and Chair of its Cannabis Industry Practice Group. James has over 25 years of experience with a broad corporate and securities law practice with a focus on the cannabis industry. He is the current Chairman of the Mergers and Acquisitions Committee of the Business Law Section of the New York State Bar Association. He is also a contributor to Bloomberg Law's cannabis page and is a frequent lecturer and author on cannabis-related matters. Listen in as James shares his views on the cannabis space and where it's headed. There has been quite a bit discussed on this topic, and you'll be interested to hear some of the legal hurdles that face this relatively new Industry. You will want to hear this episode if you are interested in... Jame's path to becoming partner at Tannenbaum Helpern Syracuse & Hirschtritt [2:25] 10,000-foot view of what's going on in the industry and where it's headed [6:27] Why is the cannabis industry such a controversial one from a legal perspective? [8:42] How does illegality affect banking operations in cannabis companies? [12:22] Where it industry is headed from a legislative standpoint [16:04] As an attorney, what's James' involvement with those in the cannabis space? [18:44] Are alcohol and tobacco industries working to snuff the cannabis industry? [21:26] Hurdles entrepreneurs and investors face getting into the cannabis industry [23:35] Changes coming that may impact the cannabis industry in a big way [30:01] What James did today that put him in the right mindset for success? [35:52] Connect with James Rieger Their website On Linkedin 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 on the Mitlin Money Mindset™ is Warren Goldberg. He's the President of Mortgage Wealth Advisors, Inc. and a Certified Mortgage Planning Specialist®. He also is a published author. Warren is a recognized mortgage expert who is frequently sought after by homebuyers, realtors, CPAs, and attorneys for his knowledge, advice, and guidance. Warren has a reputation for developing long-term relationships with his clients and for staying in touch long after the closing. His clients regularly express their trust and appreciation by recommending friends and family. Warren has helped thousands of clients own their homes, refinance their mortgages, restructure their debts, and invest in real estate. He's a true consultant and a gentleman. You will want to hear this episode if you are interested in... How did Mortgage Wealth Advisors, Inc. come to be? [2:04] What is a Certified Mortgage Planning Specialist® and why is that important? [4:17] What are the benefits of somebody using a mortgage advisor vs big banks [6:24] Steps that first time home buyers should take before looking to buy a home [12:14] Important factors to consider when looking at a mortgage [16:20] The mindset & driving factors when it comes to the length of a mortgage [19:23] Rates are at all-time lows, what does this mean to a buyer? [24:19] What Warren did today that put him in the right mindset for success? [28:10] Resources & People Mentioned Call Mortgage Wealth Advisors, Inc. at (516) 584-7218 Connect with Warren Goldberg Their website On Twitter On Yelp On Facebook On YouTube 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 on Mitlin Money Mindset™ is Nina Grinstead. Nina is the owner and publicist of Valentine PR and Literary Management. While in college romance books— although not on the official curriculum— were her favorite subject and continue to be today. Nina began her career as a corporate and nonprofit media specialist. In 2012, her professional and personal life collided. Nina began blogging as a new wave of romantic fiction swept the literary world. Her knowledge of social media and her passion for promoting authors led her to a boutique public relations firm as a publicist where she learned the industry inside and out. Now Nina heads her own firm and is thrilled to utilize the full force of her knowledge and contacts to bring happily ever afters to wider audiences everywhere. Listen to this episode for some great tips and actionable ideas for any business to up their PR game. You will want to hear this episode if you are interested in... The path that led Nina to start Valentine PR & Literary Management [2:10] Where Nina's passion for romance books started? [5:38] Has self-publishing had a major impact on your business in any way? [7:44] Staying focused on the romance genre [10:56] The top 3 biggest changes in the industry since Nina started in 2012 [12:47] What's the next tool that's going to be used by this industry? [15:34] What a business owner or author should think about in regards to PR? [18:21] Challenges when dealing with artistic type clients [19:40] One thing a business owner can do to up their PR game [21:56] What Nina did today that put her in the right mindset for success? [25:25] Connect with Nina Grinstead Valentine PR & Literary Management's website On Instagram Valentine and Nina On Facebook Valentine and Nina 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 guests on the Mitlin Money Mindset™ are Jon Ledecky co-owner of the New York Islanders and Len Potter part of the ownership group for the Seattle Kraken. Jon and Len have known each other for over 30 years and now are in the unique position of owning franchises that are part of the National Hockey League. Len and his team at the Kraken are in the process of putting together a team that will experience great success in the 2021-2022 season. While Jon and the New York Islanders are looking to return a rich tradition of winning to their franchise. Both are in the process of constructing new arenas and are passionate about the game of hockey and their local communities. Their respective franchises and arenas are so much more than just that, they're going to be pillars for the community. Listen in as Len and Jon share their passion for the game of hockey, the Peconic Hockey Foundation, their fans, and their communities. You will want to hear this episode if you are interested in... Jon & Len's paths to becoming owners of NHL Franchises? [2:12] What was it that drew them to hockey? [4:01] How these teams are helping expand and grow the game of hockey? [6:38] Why is Peconic Hockey Foundation and having a rink on the East End important [12:10] What are your respective arenas going to have to serve their fan base? [17:51] Their favorite parts of their new arenas [24:15] The next steps for Len & Jon's organizations [33:19] What do they see for the future of hockey and the growth of the game [40:55] What Len did today that put him in the right mindset for success? [46:32] What Jon did today that put him in the right mindset for success? [47:05] Resources & People Mentioned Donate to the Peconic Hockey Foundation Peconic Hockey Foundation Connect with Seattle Kraken and New York Islanders Their websites Seattle Kraken and New York Islanders On Instagram Seattle Kraken and New York Islanders On Twitter Seattle Kraken and New York Islanders On Linkedin Seattle Kraken and New York Islanders On Facebook Seattle Kraken and New York Islanders On YouTube Seattle Kraken and New York Islanders 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 on the Mitlin Money Mindset™ is Dr. Christine Moutier, the Chief Medical Officer of the American Foundation for Suicide Prevention (AFSP). Christine knows the impact of suicide firsthand. After losing colleagues she dedicated herself to fighting this leading cause of death. She has testified before the US Congress and provided multiple congressional briefings on suicide prevention. She has also presented to the White House, spoken at the National Academy of Sciences, and co-anchored CNN's Emmy award-winning Finding Hope a suicide prevention town hall. Dr. Moutier is the go-to expert in the area of suicide for virtually every news outlet and publication. Suicide prevention and mental health is an area of great importance to me after losing my brother-in-law in 2004. I thought there would be no better way to highlight Mental Health Awareness Month than to have Christine on the show. You will want to hear this episode if you are interested in... Christine's path to the AFSP organization [2:12] What can people do to care for their mental health? [3:43] Are there things that parents can do to help their kids' mental health? [7:19] How has technology affected people and their mental health? [12:30] How AFSP does and does not assist those who are affected by mental illness? [16:14] Have research & studies helped mental health and suicide prevention? [21:31] What is going on with the suicide rate? [25:50] Something for everyone! Getting involved with AFSP [30:19] What Christine did today that put her in the right mindset for success? [35:17] Resources & People Mentioned CNN's Emmy award-winning Finding Hope Ursula Whiteside's Now Matters Now Project 2025 Christine's COVID article in JAMA Walk for, Volunteer with, or Donate to AFSP Connect with Christine Moutier Christine on Twitter AFSP's website AFSP on Instagram AFSP on Twitter AFSP on Linkedin AFSP on Facebook AFSP on YouTube 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 on Mitlin Money Mindset™ is Thomas Francis, the owner of The Long Island Airstream Experience. In 2016, he started with the Long Island Cigar and Bourbon Experience, which grew rapidly. Thomas soon added the Long Island Wine and Cheese Experience and the Long Island Beer and Burger Experience. Not only does he bring the food and drink, but he also brings the servers, bartenders, and cooks. His team will bring everything needed for you and your guests to have a great time while remaining safe. Thomas has taken advantage of people wanting to purchase great experiences rather than stuff and turned it into an excellent business. Check out the episode to hear more about what Thomas Francis and The Long Island Airstream Experience have to offer. You will want to hear this episode if you are interested in... Thomas' background and the path to this business [1:43] The options Long Island Airstream Experience offers [3:52] Why did Thomas start with these 3 options? [5:52] Do people do two experiences at the same time? [7:41] Where is the demand, businesses or private parties? [8:42] How does the rental work and what does it cost? [10:00] Experience over stuff...good for business better for people [12:17] The pandemic impact on Thomas' business [14:15] Thoughts on having a brick and mortar location [19:02] What Thomas did today that put him/her in the right mindset for success? [20:25] Connect with Thomas Francis and The Long Island Airstream Experience The websites - TLIAE, Bourbon, Wine, Beer On Instagram - Bourbon, Wine, Beer On Facebook - TLIAE, Bourbon, Wine, Beer 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 on Mitlin Money Mindset™ is "The First Woman of Hockey™", Manon Rhéaume. Manon has quite the resume and at the top of the list is being the first and only female to play in an NHL game, which she did for Tampa Bay Lightning in 1992. She was the first female to sign a contract to play professional hockey and had a six-year professional career in the minor leagues. As a member of Team Canada, Manon led the team to a silver medal at the 1988 Olympic Games in Nagano, the first year that women's hockey was an official Olympic sport. Talk about breaking barriers in sports, Manon smashed through them! She was a pioneer in paving the way for women in professional sports and now she is sharing her experiences and helping girls everywhere realize they can do it as well. She's doing that through her book, Breaking the Ice, and she's currently working on a feature-length biopic Between the Pipes outlining her journey to the NHL. I am always excited to talk with people who have helped the game of hockey and Manon is one of those that's had a huge impact. You will want to hear this episode if you are interested in... Manon's path to the NHL [2:48] Did Manon think she could make it to the NHL? [4:34] The impact Manon's story has had on hockey [9:31] How hockey is becoming more inclusive? [11:57] Women opening doors with their abilities and not their gender [13:11] Adversity is a good thing, being a hockey parent and coach [18:59] The lockerroom message Coach Manon is giving to her U12 girls [24:30] A little about the book & movie about Manon [27:11] The Manon Rhéaume Foundation [29:38] What Manon did today that put her in the right mindset for success? [32:06] Resources & People Mentioned New book Breaking the Ice Between the Pipes movie The Quebec International Pee-Wee Hockey Tournament Connect with Manon Rhéaume Her website 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

Today's guest on Mitlin Money Mindset™ is Agathe Assouline, CEO, and co-founder of Red Velvet NYC, a gourmet baking kit delivery service that helps both novice and expert bakers pull off culinary feats in their home kitchens. Red Velvet NYC is often referred to as the Blue Apron of dessert. The idea for the company was born out of a strong passion for baking and Agathe's love of bringing people together over homemade food. Agathe and Red Velvet NYC have been a hit since coming onto the scene in 2015. If you are a family that likes baking or wants to give it a try check them out. We have used her company for gifts for our own clients and it's always been a great experience. You will want to hear this episode if you are interested in... What led Agathe and her sister to launch Red Velvet NYC [2:02] How do you come up with the next great item to create a baking kit for? [5:02] Why eggs aren't included in the kits, it's not just the obvious reason [9:57] What's been the most beneficial way to attract new business? [12:00] How has the pandemic affected business? [16:52] Red Velvet's charitable components [19:08] What Agathe Assouline did today that put her in the right mindset for success? [22:57] Resources & People Mentioned Meal kit companies Home Chef, Blue Apron, Plated Connect with Agathe Assouline Their website On Instagram On Twitter On Pinterest On Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

Our guest on this episode of Mitlin Money Mindset™ is Tracey Suppo, CEO, and co-founder of Book+Main, an online platform that connects romance authors with readers. Tracy's 25-year marketing career spans, fashion, cosmetics, live entertainment, and real estate. Prior to co-founding Book+Main, she held the position of vice president of marketing at a national commercial real estate firm for 18 years. Her clients included GE, Sunoco, BP, 7-Eleven, and many more. Tracey took her passion for reading romance books and her success as a marketer and combined them to form Book+Main which has had great success in a relatively short period of time. If you are interested in reading romance or simply looking to get tidbits about marketing or building a business... listen carefully! You will want to hear this episode if you are interested in... Tracey's path to founding Book+Main [2:15] What's Book+Main all about? [6:09] The advantages Book+Main offers to readers and authors. [7:42] Is Book+Main for romance only or is there an expansion in the future? [11:57] Cultivating a safe community for the romance reader? [15:02] What you can learn from Tracey's journey [21:00] What Tracey did today that put her in the right mindset for success? [25:10] How Tracey is keeping comradery alive with an entirely remote team [26:11] Resources & People Mentioned bookandmain.com Connect with Tracey Suppo & Book+Main On Instagram - Tracey, Book+Main On Twitter - Tracey, Book+Main On Linkedin - Tracey On Facebook - Tracey, Book+Main On YouTube - Book+Main On Pinterest - Book+Main 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 on Mitlin Money Mindset™ is John Miller, President, and CEO of the Guide Dog Foundation and America's VetDogs. Under John's leadership, the nonprofits have seen expansive growth, national recognition, and public awareness. These have resulted in both an upsurge in demand for their services and significant revenue increases. During Miller's tenure, the organization has placed the most guide and service dogs with people with disabilities in their history. In addition, America's VetDogs became the home of Sully, service dog to the late President George H.W. Bush. Sully now serves at Walter Reed National Military Medical Center as a member of the facility dog program. You will want to hear this episode if you are interested in... What drew John to the nonprofit line of work? [1:54] How many dogs are paired each year and how Covid has affected everything [6:48] Stories of how service dogs change people's lives [9:20] Who and where the organizations serve [11:43] Ways people can get involved [13:52] How economic conditions are having effects on other areas of the nonprofit? [16:28] What John Miller did today that put him/her in the right mindset for success? [20:33] Resources & People Mentioned www.guidedog.org www.vetdogs.org Connect with John Miller On Instagram Guide Dog Foundation for the Blind, America's VetDogs On Twitter @JohnMillerNY, Guide Dog Foundation for the Blind, America's VetDogs On Linkedin John, Guide Dog Foundation for the Blind, America's VetDogs On Facebook Guide Dog Foundation for the Blind, America's VetDogs On YouTube Guide Dog Foundation for the Blind, America's VetDogs 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 on Mitlin Money Mindset™ is Dani Fava. As the Head of Strategic Development, Dani works closely with Envestnet, Inc.'s business, product, and client-facing teams to advance and accelerate the firm's strategic vision. Dani draws on more than 15 years of wealth management and technology experience to identify and prioritize transformative opportunities for enabling financial advisors to provide essential advice in a rapidly evolving marketplace. Dani was also responsible for launching TD Ameritrade's voice-first capabilities, which deploy conversational AI for communicating with advisors. She was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019. You will want to hear this episode if you are interested in... A career move and what Dani is set to accomplish. [2:46] What are some of the biggest changes coming down the pike? [5:28] How do you see changes in technology changing the overall client experience? [8:52] How expectations have changed and why we can never go back [12:48] Is there any way to forecast what technologies will and won't stick around? [15:36] Is there a place to stay up to date on tech advancements? [18:36] Being a woman in TWO male-dominated fields [20:52] What Dani did today that put him/her in the right mindset for success? [24:56] Resources & People Mentioned Envestnet Fund Rise Rally Wired MIT CB Insights Connect with Dani Fava On Twitter @ENVDani On Linkedin Please note that returns from some alternative investments involve a high degree of risk and you may lose all or a portion of your investment. Rally Rd and Fund Rise are not endorsed by CWM, LLC Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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 on Mitlin Money Mindset™ is Sheryl Hickerson, an international speaker on social and digital marketing strategies for financial services organizations and has worked with thousands of professionals to grow the presence of the financial services profession through online platforms. She is the founder of Females and Finance, a private online membership organization dedicated to fostering the recruitment training and advancement of women in financial service or financial technology roles. Females and Finances' membership has grown to more than 3000 and is rapidly increasing. Cheryl has dedicated her professional life to promoting better networking and diversity initiatives within her community. I am proud to be a member of Females in Finance as a male ally and I am a huge supporter of Sheryl and her efforts. You will want to hear this episode if you are interested in... What was the genesis of Females & Finance? [2:26] Why hasn't there been a network like this before now? [7:42] Why is the male ally so important within the network? [10:20] What are the top 3 things Sheryl has learned creating this organization? [15:49] Sheryl's definition of success for the organization [19:47] What's the next step for Females in Finance? [22:14] What Sheryl did today that put him/her in the right mindset for success? [27:39] Resources & People Mentioned Breath: The New Science of a Lost Art by James Nestor Connect with Sheryl Hickerson https://www.FemalesAndFinance.com On Instagram 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 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 on Mitlin Money Mindset™ is Marla Brady of Marla Brady Consulting. Marla uses her two-step system while working with students in both high school and college, as well as career professionals, to help them thrive and let their natural abilities and help shape their future. She uses a number of tools to help these groups, including the Highlands Ability Battery. This assessment helps people measure their natural abilities and identify key elements to consider when evaluating a career or a career change. It's a great show, don't miss it! You will want to hear this episode if you are interested in... Marla's background and what led her to start her consulting practice. [2:28] What about people who are stuck in a career where they are miserable? [6:57] Second careers after retirement [10:06] What is the Highlands Ability Battery [12:41] Walking through the process and how it can balance out [17:00] Saving money simply by doing your homework [20:03] Missing skill sets across the diverse group of people Marla works with? [25:14] What Marla did today that put her in the right mindset for success? [29:17] Resources & People Mentioned Highlands Ability Battery Adam Conners on episode 8 Connect with Marla Brady Website On Twitter On Linkedin Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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 on Mitlin Money Mindset™ is Craig Ziman, a South African national tourist guide. Craig was born and raised in Cape Town, South Africa. His family's roots date back to 1735, and he is very passionate about his country. As a tourist guide, he's been guiding groups through Southern Africa for the last 23 years. He's an award-winning guide and lives a full life when not guiding. He surfs, skydives, goes flying in wingsuits, and BASE jumps. We were lucky enough to speak with him in between trips traveling North for a month-long surfing adventure with dolphins. If you want to be inspired to travel and be more adventurous then don't miss this episode! You will want to hear this episode if you are interested in... What led Craig to become a tour guide in South Africa? [3:03] Requirements needed to become a tour guide [5:08] Must see places when visiting South Africa for the first time [5:58] The most memorable thing Craig has seen on the reserve [11:43] Craig's favorite part of his country [13:20] The one activity Craig does that stands out the most in his mind [15:39] What Craig did today that put him/her in the right mindset for success? [21:53] Resources & People Mentioned Breath: The New Science of a Lost Art a book by James Nestor Connect with Craig Ziman On Instagram @craig_ziman Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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 on Mitlin Money Mindset™ we are joined by Jordan Linn. He is a partner with Tannenbaum Helpern Syracuse & Hirschtritt's trusts and estates practice group. Jordan brings an uncompromising commitment to providing each and every client with responsive, efficient, and sophisticated counsel. Jordan has more than 20 years of experience structuring and executing sophisticated gift estate and generation-skipping tax planning techniques. He represents clients in preparing their last will and testaments, trust agreements, and advanced directives. When the time comes Jordan guides them through the administration process. He has been able to use his expertise to help his clients address the often avoided topic of death in a way that makes them feel comfortable and allows their wishes to be followed. This is an extremely important part of the planning process. He is an excellent attorney and someone that I've had the privilege to call a friend for 20 plus years. >>>>>>>>>>>>> You will want to hear this episode if you are interested in... What is Jordan's focus at the firm? [2:14] At what point should people start thinking about estate planning? [7:33] What are the staple documents people should have in place? [8:59] Things to consider when your child is 18 and heading to college. [11:23] Do trusts help people avoid taxes? [12:35] Misconceptions about what's included in the trust. [17:10] Different types of planners and what they do. [20:52] Estate planning for business owners. [25:38] What Jordan did today that put him/her in the right mindset for success? [31:25] Connect with Jordan Linn On Instagram On Linkedin Jordan's company THSH website THSH on Instagram THSH on Twitter THSH on Linkedin THSH on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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 on the Mitlin Money Mindset™ podcast is Denise Logan, known as the Seller Whisper. She's a professional speaker and author of The Seller's Journey, which is a fable about navigating the emotional obstacles of selling your business. She has spent more than 20 years developing a body of work focused on the intersection of work, money, and meaning, and how it is reflected in the legacies of today's leaders. For most business owners their business is their baby and just like children leaving the nest, letting a business go presents challenges for many owners. Denise helps people through this process. As you will see, having the proper mindset is a major component to a business owner's successful exit. You will want to hear this episode if you are interested in... What is a "Seller Whisperer"? [2:28] How Denise ended up in this line of work [4:52] The identity wrapped up in the "What do you do" question [7:26] How Denise integrates with other professionals that are part of the sale? [11:54] Example of an emotional playdown [14:59] Making sure owners have profitability and success at the same time? [21:11] How mindset plays a large part in the success or failure of the transaction. [26:27] What Denise did today that put her in the right mindset for success? [30:13] Resources & People Mentioned The Seller's Journey Connect with Denise Website On Twitter On Linkedin Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

Rick Nadeau is the VP of social impact and fan engagement with the New York Rangers, a team in the National Hockey League (NHL). He has 20+ years of leadership experience across both professional and amateur levels of the sports industry. He's spent the last 12 years with the New York Rangers and Madison Square Garden using the power of sport to positively impact the community and increase access to hockey. Rick and I have known each other throughout his tenure with the New York Rangers and I have had the personal experience of watching him grow the game. Don't miss out on episode 15 of Mitlin Money Mindset™ with a guest who is changing the perception of youth hockey with the power of the Rangers! You will want to hear this episode if you are interested in... Rick's path to landing a gig with NHL [2:37] What is a VP of social impact and fan engagement? [5:48] Is the fan base for hockey different than other sports? [9:00] Why are youth so important? [10:09] Family connections youth hockey provides that other sports may not [13:05] Getting sticks in kids hands [15:34] Changing perceptions of what the game is [19:23] Using Ranger alumni as a tool to help fan engagement [21:46] What Rick did today that put him in the right mindset for success? [24:16] Resources & People Mentioned New York Rangers programs Connect with Rick Nadeau On Twitter On Linkedin Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

In this episode of Mitlin Money Mindset™, I have the privilege of talking with Denver Broncos' defensive back #33, Alijah Holder. Born and raised in Oceanside, California, Alijah is a Stanford graduate. He has faced some challenges in making his way to the NFL, nonetheless, he has found a place in the Broncos lineup and intends on taking advantage of every opportunity he is given. Alijah has taken part in the NFL's "My Cause My Cleats" program showcasing his charity of choice, The American Foundation for Suicide Prevention, which as you know is one that's near and dear to my heart. This year, he's decided to auction off his game-used cleats with all proceeds going to AFSP. Join me as we learn more about who Alijah Holder is, it'll be time well spent. You will want to hear this episode if you are interested in... Alijah's path to the NFL [2:19] Is the NFL as brutal as ESPN makes it out to be? [5:24] What Alijah feels sports have provided mentally and physically? [7:28] Is it harder to get into the NFL or is it harder to stay there? [9:45] What kind of mindset do you need to stay positive and focused? [12:44] The My Cause My Cleats program [14:39] Outreach in regards to Alijah supporting AFSP [19:25] The message Alijah wants to put out about maintaining mental health [21:15] What Alijah did today that put him in the right mindset for success? [26:03] Resources & People Mentioned My Cause My Cleats The American Foundation for Suicide Prevention Connect with Alijah Holder On Instagram On Twitter On Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

In this episode, I talk with a man who has an infectious passion for people and their smiles, he's America's Dentist, Dr. Bill Dorfman. Dr. Bill has been practicing in the Beverly Hills area for over 30 years and has had a career unparalleled to any other dentist in history! He has transformed the smiles of many celebrities and has helped raise more than $44 million for children's charities. Dr. Bill is also the founder of the LEAP Foundation, a non-profit that teaches leadership skills to hundreds of 15 to 25-year-olds every year. Join me as we talk about what it takes to be successful, giving back, and how to never fail on Mitlin Money Mindset™. You will want to hear this episode if you are interested in... How Dr. Bill came to be known as America's Dentist [2:40] Why are smiles so important? [3:28] Why Dr. Bill thinks the "you only fail if you quit" mindset is so necessary [7:29] What LEAP is and the top 2 things Dr. bill wants kids to walk away from it with [9:56] Practice makes what? [12:41] What's next for Dr. Bill? [16:36] A charity that has been a passion of Dr. Bill's for over 20 years [18:02] Resources & People Mentioned LEAP Foundation Dr. Bill's website Smiles for Life Foundation Connect with Dr. Bill Dorfman On Instagram 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 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

As you might imagine, the college experience today is not what it used to be even a year ago. The pandemic and related issues have made the journey to college troublesome if not seemingly impossible for many students and their parents. Hans Hanson is focused on helping make the transition into college not only possible but the best fit it can be for each family. Join us for this conversation where Hans explains what he does as a college advisor, how it benefits the people he works with, and how the recent changes in colleges due to the Pandemic of 2020 have impacted how he helps students and their families. You will want to hear this episode if you are interested in... College advisors: what do they do and how did Hans get into his line of work? [2:01] Why the school guidance counselor can't do what needs to be done [7:07] The biggest mistakes parents make and how colleges may be a bit tricky [11:10] Understand how colleges make money and why they require the things they do [22:10] Resources & People Mentioned U.S. News and World Report College Rankings Connect with Hans Hanson Han's bio (in his own words): I am a national college advisor. National means I've worked with families and colleges from every state in the country. College advisor means I teach kids how to take ownership of their life with college as its platform. College advisor also means that I save parents thousands on college costs. My job is to guide and direct families through the complicated process of college. We begin by teaching families the college perspective and what colleges want from families. We then build a personalized college list matching the qualifications, interests, and needs of the student family. This puts the family in control! We then implement our winning game-plan putting people on the right colleges, meeting the right people, and asking the right questions. This is the difference-maker, the game-changer to better understanding how the college does its business and understanding real opportunity…what it is, not what it seems. This is the focus of our exclusive "5 Step Approach" to- • Winning preferred admission acceptances • Maximizing scholarship potential • Choosing the right college major • Getting college right without bankrupting the family-finance I work with high school student-families who want to be more knowledgeable of the process and more on top of their game when its needed most. I created CollegeLogic to be a valuable resource for helping families quickly get started in the college process with a personalized game-plan and detailed play-book. Within hours, a family will have a knowledge-based strategy at their fingertips to follow. CollegeLogic is a close, personal resource for helping families solve the complex and expensive college equation. If you can dream, then we can help make your dream become reality. On a spring afternoon day in 2002, I witnessed a "parent-rant" and decided right then that I would spend the rest of my life helping families get college right. Since then, I have- • Presented over 500 educational talks and workshops related to achieving college success • Spoken in front of 50,000+ families • Worked with hundreds of families from around the world in finding their right college fit • Saved parents millions of dollars collectively on college costs • Published two Books, two workbooks, and many articles on college topics • Been interviewed and published on USA Today, Forbes, CNBC, Fast Company, MSN, Inc.500, Human Resource Executive, Private School Review, The Fiscal Times, and many more My families secure improved college options, save on college costs, make the right college choice, and get the college experience they want. This is my work. It's a big responsibility, but I love it! Hans' website: https://mycollegelogic.myshopify.com/ Hans on LinkedIn: https://www.linkedin.com/in/hanshanson/ The College Clarity for Parents Facebook Group Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

Justin Breen is CEO of the PR firm BrEpic Communications and author of the No. 1 international best-selling Book, Epic Business. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Justin believes strongly in the power of introductions and creates important relationships through those introductions. He has an incredible global network of visionaries and exceptional businesses. When I asked Justin what led him to becoming the founder of BrEpic Communications, he described himself as an accidental entrepreneur. Justin was a journalist for 20 years but in 2017, his job salary was cut in half due to the changing industry. After struggling to find another full-time job, he decided to start his own business. He reached out to 5000 people over the next six weeks, and when he got his fifth client, he resigned from his journalism career and became a full-time entrepreneur. Listen to this episode to hear all of the amazing stories Justin has to share! You will want to hear this episode if you are interested in... Top three takeaways in Justin's book. [6:33] Common thread between the world's top entrepreneurs. [9:10] How to tell the difference between abundance and scarcity Mindset. [12:40] Two types of people with an abundance mindset. [13:35] Disadvantages of working with people with the scarcity mindset [15:00] Keys to identifying those who don't have the abundance mindset. [18:50] What an entrepreneur can do to "strengthen their strengths". [21:00] Resources & People Mentioned Never Split the Difference by Chris Voss Epic Business by Justin Breen Strategic Coach Justin's Inc. Magazine Article - 8 Patterns of Ultra-Successful Entrepreneurs Connect with Justin Breen Justin Breen is CEO of the PR firm BrEpic Communications and author of the No. 1 International Best-Selling Book, Epic Business. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Justin believes strongly in the power of introductions and creates important relationships through those introductions. He is an extremely active member of Entrepreneurs' Organization, Strategic Coach, Abundance 360, and ProVisors, and he has an incredible global network of visionaries and exceptional businesses. www.BrEpicLLC.com Follow Justin on Linkedin Follow Justin on Twitter Follow Justin on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

Austen Rachlis is a writer and filmmaker living in Los Angeles. She recently directed and produced the documentary Naughty Books, which highlighted the ups and downs experienced by self-published authors in the romance genre. Austen is a regular writer for Wondery podcasts American Innovations and Business Wars. She joins me on this episode to talk about her documentary, how the self-publishing industry has changed the publishing industry, and how it has empowered women. Join us for a truly fascinating episode of Mitlin Money Mindset™ — you will not want to miss it! You will want to hear this episode if you are interested in... How Austen came to film a documentary on the self-published romance industry. [2:15] What surprised Austen the most about making the documentary. [4:35] How Amazon has changed the self-publishing space. [5:38] How this space has empowered Women. [8:10] Why as a self-published author, you are the CEO of your own company. [9:50] Misconceptions about self-publishing and the romance publishing industry. [11:40] Austen's advice to aspiring authors considering self-publishing. [15:00] Resources Mentioned Kristen Proby Connect with Austen Rachlis Austen Rachlis is a writer and filmmaker living in Los Angeles. Her novel Hacker Mom was a launch title for Amazon's Kindle Serial initiative. She co-wrote the short film Loop Planes, which was jointly funded and produced by Killer Films and Massify.com. It premiered at SXSW and went on to screen at over 50 festivals worldwide, including Tribeca, The Hamptons Film Festival, and the Rhode Island International Film Festival, where it won the Alternative Spirit Award. She directed and produced the documentary Naughty Books, which is distributed by 1091 Pictures. She is a regular writer for the Wondery podcasts American Innovations and Business Wars. Austen holds a BA from Hampshire College and an MFA from Columbia University's School of the Arts. Naughtybooksdoc.com Follow on Twitter Follow on Instagram Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

In this episode, join me as we talk to Greg Demetriou, owner and CEO of Lorraine Gregory Communications (LGC). After a highly decorated tenure as a New York City police detective, Greg has spent the past 25 years as CEO of LGC, a full-service integrated marketing company that can take projects from concept to completion and handles the analytics process as well. He is also a successful author, business writer, and speaker. Listen as we discuss some of the best ways for a business to market itself in today's climate. You will want to hear this episode if you are interested in... The most cost-effective way for a business to market itself. [8:24] Whether small and medium enterprises can get the same traction in marketing as larger businesses. [11:52] How COVID has changed the marketplace. [13:50] The hottest marketing platform right now. [17:10] Connect with Greg Demetriou After a highly decorated tenure as a New York City Detective, Greg went on to build a new career as the CEO of Lorraine Gregory Communications (LGC) and has directed the growth of the company into the leading marketing and communications agency it is today. LGC now boasts a client list of over 800 with an expanding market share in the digital and online marketing sphere. In the past 25 years, LGC has consistently grown into a full-service agency that provides digital and direct marketing and also owns the factory end of the business. They produce high-end digital and offset printing, mailings, and fulfillment for their clients. LGC's business model incorporates a concept to completion process. In addition to building such a legacy with LGC, Greg is also an accomplished author, business writer, and speaker. Lorraine Gregory Communications Follow on Twitter Follow LGC on LinkedIn Follow Greg on LinkedIn Follow LGC on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

On this episode of Mitlin Money Mindset™, I talk with Adam Connors, Founder & CEO of NetWorkWise, a business platform that expedites outcomes for people through training in the art and science of personal and professional networking. An entrepreneur at heart, Adam has spent over 20 years starting & building companies across a variety of industries. His sole focus these days is teaching people how to NetWorkWise. Adam is a sought-after speaker, social architect, podcast host, and super-connector who has transformed lives and accelerated careers. I asked Adam to tell me how NetworkWise came to be. He said he finds people fascinating and loves to help people out and make connections — something he calls "selfish benevolence." A few years back, Adam went through a bad situation that caused a lot of stress and tension in his life. He ultimately pulled through, and attributed it to the amazing support system he had — he had many quality people in his life that showed up for him. He kept thinking he wanted to do something to give back. As he reflected on the situation, he realized that it was all these relationships that helped him get through this negative situation. Adam focused on how he could contribute — that is how NetworkWise was born. Listen to the episode to hear all of Adam's fascinating stories and advice on how to NetworkWise! You will want to hear this episode if you are interested in... What makes networking such an important skill. [7:23] What it means to network wise. [10:38] Where people can get the resources to hone true networking skills [12:27] Why networking is significantly more important now more than ever. [15:27] How important mentors are — for both the mentor and the mentee. [18:03] Misconceptions about the mentor-mentee relationship. [19:38] One thing Adam does every day. [26:12] Resources & People Mentioned Networking IQ quiz NetworkWise Find a Mentor Series Part 1 All You Have to Do is Ask by Dr. Wayne Baker Connect with Adam Connors Adam Connors is a sought-after speaker, social architect, podcast host, and super-connector who has transformed lives and accelerated careers. He's the Founder & CEO of NetWorkWise, a business platform that expedites outcomes for people through training in the art and science of personal and professional networking. An entrepreneur at heart, Adam has spent over 20 years starting & building companies across a variety of industries. His sole focus these days is teaching people how to NetWorkWise. NetworkWise Follow on Twitter Follow on Instagram Subscribe on YouTube Follow on LinkedIn Follow on Facebook Adam's Podcasts Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

Leslie Tayne is an award-winning financial attorney and author of Life & Debt: A Fresh Approach to Achieving Financial Wellness. Leslie is the founder and managing director of Tayne Law Group — a law firm headquartered in New York that is dedicated to debt solutions. She has over 20 years of experience in consumer and business debt solutions, including negotiations with large international banks and credit agencies. Leslie is frequently sought out for her expertise in the media and as a speaker. Join us to hear about her revolutionary business in the debt resolution industry! You will want to hear this episode if you are interested in… The difference between Leslie's firm and other debt resolution companies. [3:45] Ways to mitigate debt without filing for bankruptcy. [5:41] Tools Leslie recommends to avoid bad debt. [9:26] How we can change our borrowing mentality. [16:!4] How the pandemic has affected people's finances. [18:58] Two great causes Leslie stands behind. [25:09] Resources & People Mentioned Life & Debt Guide Dog Foundation America's VetDogs Connect with Leslie Tayne Leslie H. Tayne, Esq. Founder/HeadAttorney of Tayne Law Group, is an award-winning financial attorney and author of Life & Debt. Leslie is the founder and managing director of TayneLaw Group, P.C., a law firm headquartered in New York dedicated to debt solutions. She has over 20 years of experience in consumer and business financial debt solutions, including negotiations with large international banks and credit agencies for loans, lines of credit, credit cards, and student loans. Leslie is frequently sought out for her expertise in the media and as a speaker. She regularly provides insight and strategies regarding all areas of debt and credit-related solutions to outlets, including The Huffington Post, Yahoo Finance, U.S. News and World Report, and MSN Connect with Leslie Connect with Leslie on Twitter Connect with Tayne Law Group on Twitter Connect on LinkedIn Connect on Instagram Free phone consultations 866-890-7337 Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

Andy Lamba is a great example of what this country is all about. His family came to the US from India with nothing, then found huge success here. Andy discovered soon after getting his CPA that being an accountant was not for him. He then decided to open Prime Wine and Liquor in Kings Park, NY. Andy said that opening the store was actually an accident. Once he realized accounting was not for him, he resigned from the company he worked for to work in his dad's cell phone business. In 2014, the opportunity to open the liquor store presented itself, so he took a risk and has been doing it ever since! He said it suits him because he gets to learn something new every day and new products keep it fresh and interesting. You will want to hear this episode if you are interested in... Ways to test and authenticate to ensure your aged collector's bottle is still good. [12:30] What the most popular liquor brands are right now. [13:05] Tips on what to look for when purchasing the "brown spirits." [14:32] Andy's gift suggestion for all budgets. [19:16] Resources & People Mentioned Prime Wine and Liquor Connect with Andy Lamba Andy is a great example of what this country is all about. His family came to the US from India with nothing and he has been a huge success. He obtained his CPA and shortly realized that being an accountant was not for him. Andy then opened prime Wine & Liquor and has become a cornerstone of the community and is a consummate example of great customer service. Prime Wine and Liquor Follow on Twitter Follow on Instagram Follow on Facebook 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

Did you know that investors that work with advisors typically do two to three percent better per year than their no-advice peers? We talk about this and so much more on this episode of the Mitlin Money Mindset™ podcast with our guest, Dr. Daniel Crosby. Daniel is the Chief Behavioral Advisor at Brinker Capital. He is a psychology and behavioral finance expert who helps organizations understand the intersection of mind and markets. He has written several books on the psychology of investing and also constructed the Irrationality Index — a sentiment that measures and gauges greed and fear in the market from month to month. You will want to hear this episode if you are interested in... The Role of a CBO within an organization. [3:02] Why finance and psychology go together like peanut butter and jelly. [5:05] How an investor's mindset affects the financial decisions they make. [7:38] The effects of the pandemic on investors and their financial decisions. [12:16] The three things great advisors do that help them pay for themselves. [19:08] Actions investors can take to prepare themselves for the non-financial aspects of retirement. [19:45] Resources & People Mentioned Brinker Capital Martin Zeligman's PERMA Model Daniel's Books: The Behavioral Investor The Laws of Wealth Connect with Dr. Daniel Crosby Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 5 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children. You can connect with Daniel on Twitter and LinkedIn. 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

Do you enjoy travel? What's the perfect, exotic vacation you would take if expense and time were no object? Suzanne Kostalnick discovered her passion for travel at a young age, living abroad in places like Indonesia and the UK with her family. During her first job as a teacher, she took students on trips to Europe. She and her husband always traveled as much as they could, and when their kids were five, they decided to make travel an integral part of their kids' lives and broaden their exposure to the world. They made a conscious effort to make travel an important part of their family experiences and have taken the kids all over the world. Travel advising seemed the perfect opportunity for Suzanne to spend more time with her children and also share her passion with more people. She told me there is nothing more satisfying than being in touch with her clients, seeing their pictures, hearing their stories, and knowing she has helped create some positive family bonding time for them. Join me for this delightful conversation with travel consultant, Suzanne Kostalnick. You will want to hear this episode if you are interested in... [2:45] Suzanne's opinion for the top brand for her family for the best travel experiences. [5:58] Top destinations right now for families and for couples. [7:14] One of the few places out of the country where you DON'T have to travel with a COVID test [10:53] Number one destination she gets inquiries about. [17:13] The added benefit of working with a boutique travel agency versus an online agency. [21:04] Taking the current world landscape in mind, the new travel trends moving forward. [24:58] What Suzanne does every day that brings her joy and puts her in the right mindset for success. Resources & People Mentioned My Path Unwinding Travel Adventures by Disney Connect with Suzanne Suzanne developed a love for travel at a young age and continues to nurture that love today. Having traveled extensively as a child, alone as a young adult and now with her husband and own children, she knows what details make each trip special. She has been able to use her own varied luxury travel experiences as a guide for others. Suzane Kostalnick - My Path Unwinding Travel Facebook Luxury Travel Insiders Facebook Group LinkedIn 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