
Mitlin Money Mindset
303 episodes — Page 7 of 7

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

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
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