PLAY PODCASTS
Mitlin Money Mindset

Mitlin Money Mindset

289 episodes — Page 6 of 6

Ep 39Purse Strings with Dr. Barbara Provost: Empowering Women to Take Control of Their Finances, Episode #39

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

Jul 28, 202132 min

Ep 38Dream Realization with Jerome Myers: Turning Your Dreams into Reality and Achieving Success, Episode #38

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

Jul 21, 202135 min

Ep 37What's the Big Idea? with Bob Sager: Unleashing Creativity and Innovation for Success, Episode #37

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

Jul 14, 202131 min

Ep 36Hockey Think Tank with Topher Scott: A Model for Transforming Youth Hockey, Episode #36

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

Jul 7, 202136 min

Ep 35Entrepreneurial Operating System with EOS Implementer® Mitchell York on How EOS Transforms Your Business for Success, Episode #35

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

Jun 30, 202130 min

Ep 34People Building with Mike 'C-Roc' Ciorrocco: Discover 'What Are You Made Of?, Episode #34

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

Jun 23, 202130 min

Ep 33Marketplace Superheroes with Stephen Somers: Unlocking E-commerce Success Secrets, Episode #33

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

Jun 16, 202136 min

Ep 32American Special Hockey Association with Jen O'Brien: Growing the Game and Making Hockey Inclusive, Episode #32

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

Jun 9, 202134 min

Ep 31Navigating Legal Challenges and Opportunities in the Cannabis Industry Cannabis Lawyer with James Rieger, Esq., Episode #31

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

Jun 2, 202140 min

Ep 30Borrowing for a Home with Warren Goldberg: Expert Tips for Navigating the Mortgage Process, Episode #30

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

May 26, 202131 min

Ep 29PR for the Author with Nina Grinstead: Mastering Public Relations to Boost Your Book's Success, Episode #29

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

May 19, 202128 min

Ep 28From Entrepreneurship to Ice Rinks: The NHL Owners' Playbook The Isles and Seattle Kraken Connection with Len Potter & Jon Ledecky: Building Successful NHL Franchises, Episode #28

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

May 12, 202152 min

Ep 27Mental Health Awareness with Dr. Christine Moutier: Breaking Stigmas and Promoting Wellness, Episode #27

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

May 5, 202139 min

Ep 26Spirits & Grub with Thomas Francis: The Long Island Airstream Experience - Culinary Delights on Wheels, Episode #26

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

Apr 28, 202124 min

Ep 25Stopping the Glass Ceiling with Manon Rhéaume: Breaking Barriers in the NHL and Inspiring Change, Episode #25

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

Apr 21, 202135 min

Ep 24Recipe for Success with Agathe Assouline of Red Velvet NYC: Your HelloFresh of Baking and Dessert Entrepreneurship, Episode #24

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

Apr 14, 202127 min

Ep 23Growing Romance with Tracey Suppo: Secrets to Growing the Genre, Episode #23

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

Apr 7, 202132 min

Ep 22Puppies for a Purpose with John Miller of the Guide Dog Foundation for the Blind and America's VetDogs, Episode #22

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

Mar 31, 202124 min

Ep 21What Is FinTech? with Dani Fava: Demystifying Financial Technology and Its Impact on You, Episode #21

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

Mar 24, 202128 min

Ep 20Females and Finance with Sheryl Hickerson: Empowering Women to Lead in the Financial World, Episode #20

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

Mar 17, 202132 min

Ep 19Where Are My Strengths? with Marla Brady: Discover and Maximize Your True Potential, Episode #19

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

Mar 10, 202132 min

Ep 18Adventures in South Africa with Craig Ziman: Exploring Wildlife, Culture, and Thrills, Episode #18

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

Mar 3, 202126 min

Ep 17Death & Taxes on Your Terms with Jordan Linn: Navigating Estate Planning and Tax Strategies, Episode #17

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

Feb 24, 202135 min

Ep 16The Seller Whisperer with Denise Logan: Mastering the Art of Selling and Business Transitions, Episode #16

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

Feb 17, 202133 min

Ep 15Hockey Life with Rick Nadeau: Inside the World of Hockey and Beyond the Ice, Episode #15

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

Feb 10, 202128 min

Ep 14Cleats for a Cause with Former NHL'er Alijah Holder, Episode #14

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

Feb 3, 202129 min

Ep 13Learn So You Can Earn & Then Return with Dr. Bill Dorfman, Episode #13

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

Jan 27, 202122 min

Ep 12College In The New Normal: Navigating the College Application Process, Episode #12

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

Jan 20, 202127 min

Ep 11Abundance Mindset with Justin Breen: Unlocking Success and Growth with BrEpic Communications, Episode #11

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

Jan 13, 202128 min

Ep 10A Look Inside Romance with Austen Rachlis: Exploring the Magic of the Romance Book Genre, Episode #10

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

Dec 29, 202023 min

Ep 9Ask the CEO with Greg Demetriou: Insights and Strategies from Top Business Leaders, Episode #9

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

Dec 23, 202032 min

Ep 8How to NetworkWise with Adam Connors: Mastering the Art of Building Powerful Connections, Episode 8

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

Dec 9, 202032 min

Ep 7Navigating Debt: Insights with Award-winning Financial Attorney Leslie Tayne, Episode #7

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

Nov 25, 202032 min

Ep 6Passion Pursuits: Behind the Counter with Andy Lamba, Episode #6

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

Nov 11, 202024 min

Ep 5Unlocking Financial Behavior: Insights with the host of Standard Deviations Dr. Daniel Crosby, Episode 5

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

Oct 28, 202027 min

Ep 4Luxury Travel Unveiled: Suzanne Kostalnick on White-Glove Style, Episode #4

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

Oct 14, 202028 min

Ep 3Microbrand Moments: Tick Tock with John Keil of WatchGuage, Episode #3

Each of us has our particular favorite joys in life and what those things are is as unique as the individual. John Keil is a friend of mine and one of those guys who puts his heart and soul into the things he enjoys. For him, those things are his family and fine watches. Join me for this conversation with John, owner of www.WatchGuage.com a clearinghouse for unique, high-end watches for those who enjoy fine watches like others of us might enjoy a good wine or a craft beer. John says his company is the micro-niche company of the watch industry, specializing in many lesser-known but highly desirable brands and makers. You'll enjoy learning about the world of watches as you listen. You will want to hear this episode if you are interested in... Microbrews for the watch industry - from my friend, John Keil [1:22] John's watch recommendations depend on the buyer's motivation [8:59] The most interesting watch-buying story John recalls [11:09] Things to consider when making a watch purchase [17:18] The one thing John does every day to create joy and fulfillment [21:52] Resources & People Mentioned Rolex - growing in demand and popularity Patek Philippe Watches Audemars Piguet Watches Richard Mille Watches Connect with John Keil A 20 year veteran of the Wrist Watch Industry, John is the owner of www.WatchGauge.com, an exclusively online retailer of wristwatches specializing in Microbrands (think micro brews but to the watch industry) and rare and unique watches. www.WatchGuage.com John(at)WatchGuage(dot)com John on Facebook Instagram: @WatchGuage John's YouTube channel 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

Oct 14, 202028 min

Ep 2Trailblazing Success: Ron Carson Redefines Service in Financial Services Episode #2

Did you know that 65 to 68% of American's surveyed do not believe that financial advisors will put the client's interests ahead of their interests or those of the company they work for? It's a terrible commentary on the skeptical place historical bad practices in the financial planning industry have taken us. How does a financial firm overcome that kind of negativity? By always putting the client first, not only in word but in deeds as well. Ron Carson, CFP®, CEO of The Carson Group has been spearheading that kind of change in the industry for years. His firm is known for its ability to put the client first and deliver on that promise. During this conversation, Ron and I talk about how he started his path toward financial advising right out of High School, the many lessons he's learned while building The Carson Group, why company culture has to be right to fuel Carson's "customer first" promise, and how Carson is expanding by forming relationships with "Partner" firms like Mitlin Financial. You will want to hear this episode if you are interested in... Introducing Ron Carson CFP® and Carson Wealth [1:18] From farming roots to financial advising, to RIA and CEO [2:25] Lessons learned building the Carson Group [8:38] Ron's description of the culture at The Carson Group [11:30] What does it mean to put the client first? [20:10] The right relationships make for great Carson partner firms [26:51] Why Carson is more than competent with investing for your future [34:26] Living in the moment to help friends, family, and meaning and purpose [36:24] Resources & People Mentioned BOOK: Liar's Poker Fidelity TD Amazon Prime Coral Global Coalition Charity Water Dreamweaver Omaha Connect with Ron Carson Ron Carson CFP® is founder and CEO of Inc. 5000 firm Carson Group, a Barron's Hall-of-Fame wealth advisor, one of Forbes' top wealth advisors in America, radio talk show host and New York Times bestselling author. Throughout his 37-year career as a financial advisor and industry icon, Ron has always believed in fulfilling a deep-seated purpose to be the most trusted for financial advice – to provide families and individuals with straightforward guidance and full transparency when it comes to planning their financial future. This mission – and Ron's own success as one of the most celebrated and respected independent advisors in the country – has attracted the attention of thousands of advisors hungry for a recipe for success in improving their own businesses and better serving their clients. www.CarsonGroup.com Follow Ron on Twitter: @rchusker Follow Ron on 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

Oct 14, 202040 min

Ep 1What Does Mitlin Mean? Exploring Meaning and Impact, Episode #1

It's a wonderful thing to be able to welcome you to this inaugural episode of The Mitlin Money Mindset. To start things off I thought I'd help you get to know us here at Mitlin Financial by answering THE most commonly asked question we receive at our firm. And believe it or not, it's not a finance-related question. I'm also going to give you a quick rundown of what you can and should expect from this podcast going forward. You will want to hear this episode if you are interested in... One of the most asked questions I receive — and it's not a financial question [1:34] The reasons behind the creation of this podcast: clarity, NOT confusion [5:45] The mindset and personal interview portions of what we'll be discussing [8:27] My closing question for each episode: What did you do today that brought you joy and put you in the right mindset for success? [10:45] 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

Oct 14, 202015 min