Mitlin Money Mindset: Recent Episodes
Lawrence Sprung
Mitlin Money Mindset.™ is a podcast that’s all about getting your mind right when it comes to all things money.
In every episode, we’ll go deep with engaging guests who provide tangible takeaways and a whole lot of joy along the way.
Hosted by Lawrence “Larry” Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®
We hope you enjoy these conversations as much as Larry enjoyed having them.
How do you pivot from a record-breaking NFL career to transforming the investment space?
Marques Colston shares his compelling story of grit, adaptation, and leading with purpose.
In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Marques Colston, a Super Bowl champion and founding partner of Champion Venture Partners. Marques reflects on his journey from being an overlooked draft pick to a trailblazer in democratizing sports investments, emphasizing resilience, operational excellence, and accessibility for all investors.
Marques discusses:
- His transition from NFL athlete to entrepreneur and the pivotal role of self-awareness
- The vision behind Champion Venture Partners and its focus on accessibility in investments
- The parallels between sports and business, highlighting discipline and risk-taking
- How fractional ownership and emerging sports are reshaping the investment space
- The significance of education and empowering new investors for long-term impact
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Marques Colston:
- Website: Champion Venture Partners
- Website: Marques Colston
- LinkedIn: Marques Colston
- Twitter: Marques Colston
- Instagram: Marques Colston
- LinkedIn: Champion Venture Partners
- Instagram: Champion Venture Partners
- Facebook: Champion Venture Partners
- TikTok: Champion Venture Partners
- YouTube: Champion Venture Partners
About our Guest:
A seasoned business leader, Marques’s business career is shaped by the perspectives and lived experiences gained from his journey to becoming an unlikely NFL standout.
Marques’s journey from small school prospect through a decade-long NFL career taught him how success has to be earned everyday, and sustaining it at the highest level requires humility that allows you to be an active learner, curiosity to explore new ways to unlock value, and confidence built on preparation and repetition.
This philosophy is the foundation of Marques’s post-football journey as an entrepreneur, educator, financial advisor, and executive coach and strategic consultant for dozens of companies – startups to Fortune 100.
His diverse path is connected by the vision to empower underserved and underestimated communities, helping them envision and achieve beyond their current limitations.
CVP represents an opportunity for Marques to leverage his passion, skills, influence, and access to build a firm with the potential to build a legacy of doing well and good, by creating access to wealth building opportunities to a more diverse group of investors.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Can you pay off $300,000 in debt and become a millionaire in your thirties? Bernadette Joy did, and she’s here to tell you how.
In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Bernadette Joy, CEO of Crush Your Money Goals®, to discuss her journey from corporate employee to self-made millionaire and bestselling author.
She shares the personal motivations behind her financial transformation, her unique approach to coaching others, and the hard truths about entrepreneurship, debt, and building true wealth. Bernadette also opens up about the importance of financial conversations, especially with parents, and advocating for wealth equity.
Bernadette discusses:
- How her background and family experiences shaped her mission to help others achieve financial control and independence
- The turning point that led her from corporate HR to entrepreneurship, and eventually launching Crush Your Money Goals®
- Her candid view on the cost and value of education, and how her MBA debt impacted her perspective on money
- The critical need for early and honest financial conversations within families, especially around aging parents and retirement
- Her commitment to closing the wealth gap for women and empowering others, especially women, to confidently self-promote and lead their financial lives
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
- CRUSH Your Money Goals: 25 Smart Money Habits to Save, Invest, and Fast-Track Your Financial Freedom by Bernadette Joy
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Bernadette Joy:
- LinkedIn: Bernadette Joy
- Instagram: Bernadette Joy
- Website: Crush Your Money Goals®
- YouTube: @bernadebtjoy
About our Guest:
As the eighth child in her father's brood of nine and a first-gen Filipina-American, Bernadette Joy understands those who feel like they missed the money memo.
Sure, she boasts two bachelor’s and a master’s, and a decade of Fortune 100 and startup experience. But her real street cred? Paying off a jaw-dropping $300,000 of debt in three years and investing her first $1 million in her 30s!
She's also the CEO of Crush Your Money Goals®, a personal finance training company serving up education with a side of pizzazz. A top journalist featured in Forbes, CNBC, and CNET and has appeared on more than 50 podcasts, national radio shows, and TV segments.
In the past year, Bernadette has spoken on some of the biggest stages, including South by Southwest, Nasdaq, FinCon, and TEDxHouston, following in the footsteps of her hero, Brené Brown.
Her debut book, Crush Your Money Goals®, published by Simon & Schuster, is available now and was named one of Oprah Daily's top 10 books for personal growth in 2025!
Today, she coaches hundreds nationwide, sharing her 5-step secret recipe for ditching debt, mastering savings, and investing for financial peace.
When she's not speaking, she's practicing early retirement: K-Pop, yoga, karaoke, and spoiling her nieces and nephews as their traveling rich auntie.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Discover how to create a business that is not only profitable but deeply fulfilling by embracing purpose, strategy, and the courage to transform.
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Dr. Darnyelle Jervey Harmon, CEO of Incredible One Enterprises. Dr. Darnyelle shares her journey from corporate leadership to helping entrepreneurs build purpose-driven, profitable businesses. She offers insights on embracing personal development, prioritizing self-care, and implementing strategic systems for sustainable success.
Dr. Darnyelle discusses:
- Empowering entrepreneurs to scale their businesses to seven figures while reclaiming time and aligning with personal values
- The importance of knowing and managing business numbers, including key financial indicators
- Building a balanced life with self-care, purpose, and strategies that avoid the trap of being "booked and busy"
- The role of storytelling and speaking as tools to inspire audiences and connect authentically
- The Move to Millions Method, which integrates mindset, strategy, and operational excellence to achieve sustainable business growth
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
- Move To Millions by Dr. Darnyelle Jervey Harmon
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Dr. Darnyelle Jervey Harmon:
- Personal Website: Dr. Darnyelle Jervey Harmon
- Company Website: Incredible One Enterprises
- Podcast Website: Move to Millions Podcast
- LinkedIn: Dr. Darnyelle Jervey Harmon
- Facebook: Dr. Darnyelle Jervey Harmon
- Facebook Group: Move To Millions Group
- Instagram: Dr. Darnyelle Jervey Harmon
- Instagram: Incredible One Enterprises
About Our Guest:
You’ve never met a business consultant like Dr. Darnyelle Jervey Harmon. Darnyelle is the award-winning, iconic and incomparable two-time Inc.5000 CEO of Incredible One Enterprises, LLC, a multi-million-dollar coaching and consulting brand. Best known for transforming the lives of her business coaching clients and live event attendees, Darnyelle equips her clients to leverage and scale businesses that serve them financially and spiritually. In fact, over the last 10 years, she has helped her clients generate more than $1/2B in sales and more than $378M in revenue. By teaching her award-winning Move to Millions® Method, Darnyelle helps clients collapse the amount of time it takes them to cross the million-dollar mark, all while deepening their connection to God and strengthening their faith. Darnyelle is a 7-time best-selling author, the creator of 5 powerful business systems and the host of the MOVE To Millions Podcast with Dr. Darnyelle J. Harmon. In November 2023, she introduced the world to the book she was born to write, Move to Millions®.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Storytelling isn’t just about entertainment. It’s the core of human connection and transformation.
In this episode of Mitlin Money Mindset®, Larry Sprung explores the inspiring journey of Harris III, Founder & Managing Partner at Istoria, who delves into how embracing wonder and crafting narratives can reshape lives and businesses. Harris shares his evolution from an illusionist to a leader in narrative intelligence, using storytelling to foster empathy, growth, and innovation.
Harris discusses:
- His journey from a child magician to a creative entrepreneur, influencing global audiences
- How storytelling forms the foundation of human connection and drives behavioral change
- The impact of wonder on unlocking potential and fostering personal and professional growth
- Insights into the principles of narrative intelligence and how they can future-proof individuals in a rapidly changing environment
- The powerful role of vulnerability and authenticity in creating meaningful and transformative connections
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
- The Wonder Switch: The Difference Between Limiting Your Life and Living Your Dream by Harris III
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Harris III:
- LinkedIn: Harris III
- Website: Harris III
- Instagram: Harris III
- Website: Istoria
About our Guest:
Harris III ("the third") is a top-rated speaker, award-winning illusionist, and #1 bestselling author. As one of the most seasoned speakers in the world, he has performed and spoken live at over 2,000 events to more than 2 million people in all 50 states and more than 30 countries on 6 continents.
On the heels of over 20 years of experience as a creative entrepreneur, Harris is now the Founder of Istoria Collective and the Poetics Guild, creator of the storyOSTM, host of a top 1% podcast in the world, and an in-demand coach and consultant to leaders of both small businesses and global brands.
He's on a relentless mission to help leaders and entrepreneurs 10x their growth so that we can solve our current leadership crisis with wonder, curiosity, and creativity. The objective is simple: So you can win, both in leadership and in life, and create a better future for yourself, your organization, and our world.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Mentorship can shape not just careers, but entire industries, especially when it’s driven by purpose and authenticity.
How do you transform personal challenges into leadership? How do you create space for underrepresented voices in finance?
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Kellan Brown, Chief Operating Officer and Chief Development Officer of 100 Women in Finance, about her path from sports marketing and construction to finance, and her mission to elevate women and students through education, mentorship, and advocacy. Kellan shares her insights on career transitions, the power of relationships, and building inclusive opportunities across the financial sector.
Kellan and Larry explore:
- Kellan's path to leadership in finance
- Transitioning careers during the pandemic
- The impact of a pivotal “Queen Bee” experience on mentorship
- Distinguishing mentorship from sponsorship
- The mission and pillars of the FinServ Foundation
- Tips for leaning into mentorship at any career stage
- Transitioning skillsets across industries
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Kellan Brown:
- LinkedIn: Kellan Brown
- Website: 100 Women In Finance
- Kellan.Brown@100women.org
About our Guest:
Kellan Brown
Chief Operating Officer/Chief Development Officer, 100 Women in Finance
Kellan's career in Executive Leadership spans over 15-years and three separate industries. She is considered a subject matter expert in strategic growth leadership and implementing mentorship programs in firms and non-profits. Kellan previously served as Executive Director for the FinServ Foundation, a 501(c)(3) where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community.
Kellan is an advisory member of Hand to Hand, a Foundation Fund that grants funding for women-led non-profit organizations and is an advisory board member for Focal, an enterprise grade AI technology solution for wealth management firms. In addition to her non-profit and board work, Kellan was the Chief Growth Officer for a financial technology firm and led the Retirement Strategies Division at Finance of America where she also chaired the Mentorship committee.
Kellan has been recognized as a Disruptor by WealthManagement.com, a Women to Watch by InvestmentNews and won the Ascension Award for women-led companies. In May of 2024 the FinServ Foundation won global recognition by WealthBriefing for their Mentorship Program Kellan led and she was recognized for Luminaries with a Heart by ThinkAdvisor in December 2024.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
From YouTube videos on a borrowed iPad to leading a company with 170 million monthly views, Justin Leusner is redefining sports media on his own terms.
In this episode of Mitlin Money Mindset®, Larry Sprung welcomes Justin Leusner, the founder and CEO of TDAY Sports, to share his entrepreneurial journey. Justin explains how his passion for content creation evolved into a thriving media company that speaks directly to Gen Z. He highlights lessons learned from burnout, the importance of delegation, and how staying true to your mission builds long-term success.
Justin discusses:
- How his early obsession with content creation laid the foundation for TDAY Sports and his media production company
- The transition from solo creator to CEO of a 30-person team, and how delegation has fueled sustained growth
- Why ESPN’s traditional model isn’t working for Gen Z, and how TDAY Sports fills that gap with relatable, engaging content
- His insights into identifying ideal clients and why focusing on sports brands is a better long-term fit than professional services
- Strategic lessons from brand partnerships, especially with Gatorade, and how organic content can outperform paid promotion
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Justin Leusner:
- LinkedIn: Justin Leusner
- Instagram: Justin Leusner
- TDAY Sports
About our Guest:
Justin Leusner is a 22-year-old follower of Jesus, entrepreneur, content creator, YouTube strategist, stadium reviewer, and student at Penn State University.
He began creating content at the age of 10 and has since published over 2,000 videos across social media platforms. Today, Justin leads TDAY Sports, a Gen Z-focused media brand that reaches hundreds of millions of sports fans monthly. Alongside a team of 30, he produces daily content for millions of viewers and is building what many are calling “Gen Z’s ESPN,” having amassed over 700 million views in just two years.
That rapid growth sparked interest from others seeking help with their own social media presence, leading to the creation of TDAY Production. This ROI-driven creative agency offers video production, editing, social media strategy, and graphic design services, helping brands and businesses reach millions of organic viewers through impactful content.
Justin’s work has been featured by ABC, FOX, CBS, Penn State’s official Instagram, Happy Valley Industry, Centre Daily Times, and The Penn Stater Magazine. He’s also taken the stage at major industry events including CreatorFest Orlando, UCLA Discovery Conference, Youth Marketing Strategy (London and NYC), Penn State Startup Week, and the Yuletide Summit in Philadelphia.
He has worked with prominent partners such as Gatorade Fast Twitch, Amazon Prime Video, lululemon, Charlotte Hornets, Yerbaê, EA Sports, Basketball Forever, Athletiverse, Snapback Sports, and Happy Valley United.
In addition to leading TDAY Sports and TDAY Production, Justin also founded Penn State REACH, one of the largest chapters of the only national social media organization.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Want to optimize your life for maximum enjoyment and efficiency?
How can you use credit card rewards, travel points, and other strategies to enrich your life?
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Chris Hutchins, the creator and host of the All The Hacks Podcast, about his journey and his favorite "hacks" for saving money, maximizing rewards, and enhancing life experiences. Chris shares valuable tips for business owners, travelers, and anyone looking to live more fully. He also discusses the importance of being intentional with your money and spending it on experiences.
Chris discusses:
- Simple steps to earn more on business expenses
- How he turned his passion for life hacks into a full-time gig
- The powerful life changes prompted by learning to "Die With Zero"
- Lessons from top podcast guests and how they impact his perspective
- Tips on how to optimize credit card points for maximum value
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
- AwardTool.com
- PointsYeah.com
- Point.me
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
- Connect with Chris Hutchins:
- Website: Chris Hutchins
- YouTube: Chris Hutchins
- X: Chris Hutchins
About our Guest:
Chris Hutchins is creator and host of the All the Hacks podcast. Previously he was Head of New Product Strategy at Wealthfront, co-founder and CEO of Grove (acquired by Wealthfront), co-founder of Milk (acquired by Google) and a Partner at GV, where he focused on seed and early stage investments. He is also the founder of LaidOffCamp, a movement to help the unemployed learn new skills for the evolving job market.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
What if the key to financial well-being lies not in racing ahead but in adopting a slow and steady approach?
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Tae Kim, the founder of Financial Tortoise, about his journey from corporate finance to entrepreneurship. Tae shares his insights on the power of YouTube, the importance of a gradual approach to financial growth, and the rewards of aligning work with personal priorities. He also reflects on his personal growth and the JOY of achieving flexibility.
Tae discusses:
- His transition from a decade-long career in corporate finance to founding the Financial Tortoise YouTube channel
- The financial wake-up call he experienced after getting married and recognizing his responsibility to his family
- His and his wife's five-year process of financially and mentally preparing for the shift to entrepreneurship
- The power of YouTube as a platform for sharing information, building a business, and marketing, as well as his surprise at the positive reception of his educational content
- The importance of taking a slow and steady approach to finances
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Tae Kim:
- YouTube: Tae Kim - Financial Tortoise
- Website: Financial Tortoise
- Instagram: Tae Kim (@financialtortoise)
About Our Guest:
Tae Kim is the founder of Financial Tortoise, a platform dedicated to guiding individuals toward financial independence and well-being through sustainable and mindful strategies. With a background spanning corporate finance and a passion for sharing practical financial knowledge, Tae offers a refreshing perspective on wealth building, emphasizing simplicity, patience, and aligning financial decisions with personal values. His insights, shared through platforms like YouTube, draw from his own experiences, including overcoming significant debt and prioritizing family and flexibility in his career path.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Want to transform your LinkedIn from a digital resume to a revenue-generating machine?
It's about moving beyond spamming and focusing on genuine connections that provide value.
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Harris Fanaroff, the founder of Linked Revenue, about strategies for leveraging LinkedIn to build relationships and drive business growth. Harris shares his journey as an entrepreneur and his insights into using LinkedIn for business development. He emphasizes the importance of authentic engagement and providing value to build lasting connections.
Harris discusses:
- How he helps executives use LinkedIn to generate revenue through thought leadership, network growth, and business development
- The importance of optimizing your LinkedIn profile, especially the "About" section, to make a strong first impression
- Why giving away information and providing value can lead to inbound leads and establish credibility
- The limitations of AI in building genuine business relationships and the importance of human connection
- The valuable lessons learned from being an athlete, such as discipline, resilience, and the ability to handle failure
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Harris Fanaroff:
- LinkedIn: Harris Fanaroff
- X: Harris Fanaroff
- Website: Linked Revenue
- Harris@Linked-Revenue.com
About our Guest:
Harris Fanaroff is the Founder of Linked Revenue. Linked Revenue is a company that helps Executives and sales and marketing teams utilize LinkedIn to generate new business.
They focus on 3 areas:
-
Helping executives generate thought leadership content
-
Growing and nurturing their network
-
Creating a business development strategy and executing on it
Harris has over 28,000 followers on LinkedIn and has spent the last 4 years understanding how to best use the platform. He lives right outside Washington DC with his 1-year-old son and wife. He was a former MLB draft pick and Division 1 college baseball player.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Money and meaning are often treated as separate conversations, but what if they were deeply connected?
How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment?
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers.
Brian shares:
- His multifaceted career journey and how it led to founding Shaping Wealth
- The profound difference between being rich and being wealthy
- The concept of funded contentment and its transformative impact
- Insights on guiding the next generation toward meaningful financial planning
- The paradigm shift in financial planning from a product-focused approach to a relationship-centered one
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
- The Geometry of Wealth: How to shape a life of money and meaning Paperback by Brian Portnoy
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Brian Portnoy:
- LinkedIn: Brian Portnoy
- X: Brian Portnoy
- Instagram: Brian Portnoy
- Website: Shaping Wealth
About our Guest:
Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry's premier learning & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 15 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and his undergraduate degree at the University of Michigan.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Creativity isn’t reserved for a select few—it’s a universal trait that can spark profound change.
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Kyle Scheele, renowned keynote speaker and “Patron Saint of Crazy Ideas.”
Kyle shares his unique journey of transforming wild ideas into impactful projects, emphasizing the importance of creativity, persistence, and community in unlocking potential.
Kyle discusses:
- How embracing creativity in everyday roles can lead to unexpected success
- The pivotal moments that shaped his career, including selling T-shirts and pitching to Urban Outfitters
- Overcoming fear and excuses to embrace opportunities, as demonstrated by his TikTok journey
- Encouraging creativity within teams by valuing and seeking input from all stakeholders
- The lessons learned from his ventures, including the power of persistence and collaboration
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Kyle Scheele:
- Website: Kyle Scheele
- TikTok: Kyle Scheele
- Instagram: Kyle Scheele
- LinkedIn: Kyle Scheele
- Facebook: Kyle Scheele
About our Guest:
Kyle Scheele has been called “the patron saint of crazy ideas”. Whether he’s having a Viking funeral for the regrets of 21,000 people, hosting the world’s first fake marathon, or gaining a million TikTok followers in just 25 hours, Kyle is always on the lookout for crazy ideas that produce wildly outsized outcomes.
Over the last decade, his projects have been featured in outlets like Fast Company, WIRED, The Washington Post, Yahoo!, BuzzFeed, UpWorthy, Goalcast, and more. His videos have been viewed over 250 million times, and he has spoken to hundreds of thousands of audience members across the United States. More than anything, Kyle hopes that his story can inspire others to chase their own crazy ideas and become the people they were meant to be.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
The ability for athletes to profit from their Name, Image, and Likeness (NIL) has opened new opportunities—but also new risks.
How can young athletes protect themselves from bad contracts? What legal changes are shaping the future of college sports?
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Mit Winter, Attorney at Kennyhertz Perry, about the evolving NIL landscape, the risks athletes face, and how legal shifts could impact college and high school sports. Mit shares insights on contract pitfalls, NCAA policy changes, and the potential for athletes to be classified as employees.
Mit discusses:
- The importance of reviewing NIL contracts carefully and how some athletes have been taken advantage of
- The NCAA’s recent settlement that removes scholarship limits in favor of roster limits, affecting different sports in various ways
- How the transfer portal and NIL deals have transformed college athlete recruitment into a financial negotiation
- The potential classification of college athletes as employees and the legal battles shaping this shift
- High school athletes profiting from NIL deals, the challenges of financial oversight, and concerns about protecting young athletes’ earnings
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Mit Winter:
- X: @WinterSportsLaw
- Instagram: @mitwinter40
- LinkedIn: Mit Winter
About our Guest:
Mit is a college sports attorney based in Kansas City. He currently represents numerous universities, NIL collectives, businesses, athletes, and agents in NIL and other college sports related matters, and is often sought out by the media and others for his expertise in those areas. Previously, he represented the NCAA and conferences such as the Big 12 in a number of legal matters, including a number of cases related to college athlete compensation. He has been recognized numerous times by his peers as a Super Lawyer in the sports and entertainment law category and in the past two editions of Best Lawyers in America for his work in sports law. Mit was also recently named to the Missouri Lawyers Power List top 100, which recognizes the top 100 attorneys in the state of Missouri, and and has been recognized by On3 as one of the top 25 most influential figures in NIL and by SilverWaves Media as one of the 70 most impactful people in the NIL space. In addition to his work in the college sports law space, Mit is also a former Division I college basketball player at William & Mary. He somehow still holds the record for most points scored (36) by a William & Mary player in Kaplan Arena (although he's sure it will be broken soon).
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Marketing can make or break a business, clear and compelling communication is more important than ever.
How can you stand out in a crowded space?
How can they use digital tools to connect with clients more effectively?
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Samantha Russell, Chief Evangelist at FMG, about strategies you can use to grow their businesses through digital marketing.
She shares insights on content strategy, social media, and branding, emphasizing the importance of clarity, engagement, and community-building.
Samantha discusses:
- How simplifying language and avoiding jargon helps you connect better with their audience
- The impact of Google verification and reviews on local search rankings and credibility
- The power of social media engagement and how authentic interactions can strengthen professional relationships
- Her late husband Ryan Russell’s legacy, including his bestselling children's book and its lasting impact
- The importance of teaching children gratitude, cultural awareness, and an appreciation for different perspectives
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Samantha Russell:
- LinkedIn: Samantha Russell
- X: Samantha Russell
- Website: Samantha Russell
- Website: FMG Suite
About our Guest:
Samantha is the Chief Evangelist at FMG and has been helping financial advisors grow through creative digital marketing and communication strategies for the last 10+ years. A big part is helping them switch their mindset from an "outbound cold sales" to a "warm inbound" approach. The strategies she teaches (including optimal website design, SEO, content marketing, social media, and video) have helped thousands of advisors experience significant organic growth and new business over the last 10 years. Samantha is a prolific speaker and content creator, and she often appears on stage at conferences and on the pages of well-known industry publications. She is an Investment News 40 Under 40 award winner, a ThinkAdvisor Luminary, and a WealthManagement.com "10 to Watch" honoree.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Are your favorite foods secretly sabotaging your health?
Learn how to break free from processed foods and embrace clean eating.
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Jen Smiley, founder of Wake Up and Read the Labels, about her mission to transform health through mindful eating. Jen shares her journey from personal health struggles to empowering others by teaching how to spot hidden additives and choose clean ingredients.
Jen discusses:
- How ultra-processed foods impact health and contribute to inflammation, fatigue, and other issues
- The importance of reading food labels and avoiding misleading packaging claims
- The transformative potential of swapping common ingredients for healthier alternatives
- Her entrepreneurial journey, creating resources like online courses and an app to support clean eating
- Strategies for making cleaner food choices more accessible, affordable, and impactful for families
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Jen Smiley:
- Website: TheLabelLetter.com
- Youtube: Wake Up And Read The Labels
- Facebook: Wake Up And Read The Labels
- Instagram: Wake Up And Read The Labels
- Podcast: Wake Up And Read The Labels
About Our Guest:
Jen Smiley suffered from asthma, stubborn weight, and inflammation for most of her life. Specialists kept testing and prescribing medications with no real answer as to why this is happening. Nothing changed until Jen decided to read the back of a seemingly healthy food product and noticed she was consuming ingredients she couldn't even pronounce. This sent her on a Wake UP! Mission to find foods made with real ingredients she could recognize and pronounce. After years of research, she found every clean swap making her menu expand instead of the usual restriction and her health took a complete turn for the better. She started coaching family and friends – all of which saw better bloodwork results, physical and mental changes and word of mouth spread creating Jen to be a food coach.
In 2019, Jen launched Wake Up and Read The Labels, a wellness company dedicated to helping consumers understand what's actually inside of their food and revolutionize their grocery shopping. But it didn’t stop there - Jen launched The Label Letter, a weekly digital newsletter which includes anti- inflammatory recipes, clean food product swaps, dining out tips plus non- toxic essentials that are made with real ingredients embodying a true anti- inflammatory way of life that can help people feel their best.
Wake Up also has other digital products to help you find clean food swaps - product recommendation sheet, membership app, online course and cookbook.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Retirement is more than just numbers—it's about creating a fulfilling life beyond work.
How can you build a financial plan that supports your goals, while also considering purpose, health, and personal fulfillment? What strategies can help you balance your portfolio and minimize risks as you prepare for retirement?
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar.
Christine shares her journey in the financial industry, key insights from her book How to Retire, and practical advice for building a balanced, sustainable retirement plan.
Christine discusses:
- The importance of planning beyond just finances, including visualizing your retirement lifestyle and finding purpose
- How simplifying investment portfolios and focusing on cost-efficient funds can improve long-term financial outcomes
- The risks of holding too much company stock and strategies for maintaining diversification
- How women can strengthen their financial future, especially in light of caregiving responsibilities and potential impacts of divorce
- Why a phased approach to retirement, rather than an abrupt stop, can lead to greater fulfillment and longevity in both career and life
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Christine Benz:
- Website: Morningstar
- LinkedIn: Christine Benz
- X: @christine_benz
- How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine Benz
- The Long View Podcast
About our Guest:
Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors.
Benz is author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Harriman House, September 2024). She also wrote 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010) and Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, published in 2005.
She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.
Before assuming her current role in 2008, she served as Morningstar's director of mutual fund analysis and was editor of Morningstar Mutual Funds and Morningstar FundInvestor.
Benz holds a bachelor’s degree in political science and Russian from the University of Illinois at Urbana-Champaign. She is president of the board for the John C. Bogle Center for Financial Literacy. Benz is also a member of The Alpha Group, a group of thought leaders from the wealth management industry from across the country. In her free time, she works with underprivileged women to improve their understanding of personal finance concepts.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
The journey to creating influence and impact begins with understanding your unique value and effectively sharing it with the right audience.
How do successful speakers elevate their message, balance their lives, and stay ahead of industry shifts?
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Michelle Joyce, founder and president of Michelle Joyce Speakers, about her journey from supporting a keynote speaker to building her own boutique speaker management agency. Michelle shares her strategies for helping thought leaders thrive, the importance of personal branding, and the evolution of speaking as a profession.
Michelle discusses:
- Her transition from employee to entrepreneur and her motivation to build a lifestyle-friendly business
- The essentials of speaker management, including her exclusive roster and tailored approach
- The importance of personal branding and establishing a clear and memorable message
- Trends in the speaking industry, such as diversity, changing audience dynamics, and integrating virtual platforms
- Advice for aspiring speakers on honing their craft, building key assets, and knowing when to seek professional management
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
- The Secrets Behind The Time to Win with Jay Baer - Episode 196
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Michelle Joyce:
- LinkedIn: Michelle Joyce
- Website: Michelle Joyce
- Instagram: @michellejoycespeakers
- Facebook: Michelle Joyce Speakers
- Vimeo: Michelle Joyce Speakers
- YouTube: Michelle Joyce Speakers
About our Guest:
Fueled by her passion for managing and coaching professional speakers, Michelle Joyce founded her exclusive speaker management company in 2015. She and her team manage top keynote speakers and thought leaders on topics such as leadership, business growth, sales, customer experience, customer service, organizational performance, communication, employee engagement, employee retention, and workplace culture.
With an unconditional love for the professional speaking industry, and more than 25 years of speaker management experience, Michelle effectively connects audiences and speakers, resulting in a memorable experience every time.
Recognized by Forbes as a Speaker Industry Expert, Michelle is a proven, trusted professional and is often called on to share her knowledge.
Prior to starting the company, she managed one of the most successful professional speaking and training businesses in the country. In that role, she sold thousands of customized and personalized programs to companies and associations all over the globe. She generated new, additional revenue streams, and created ongoing marketing and creative strategies to stay top of mind and attract new business. Michelle also designed specific tools and processes to ensure a flawless event for her speakers and her customers.
Michelle has been acknowledged in several business books for input, ideas, and expertise; and her articles have appeared in a variety of blogs and newsletters. She is an active, professional member of the National Speakers Association (NSA) and the International Association of Speaker Bureaus (IASB), where she currently serves as President-Elect.
In 2018, Michelle received the IASB Pace Setter Award for introducing a new program or service that moved the association forward. In 2020, Michelle was awarded the IASB Dottie Walters Helping Hands Award for recognition of exceptional willingness to assist others in the bureau and speaker management industry.
When she’s not managing speakers, Michelle co-leads a Girl Scout Troop of incredible future girl bosses. She can also be found at various youth sporting events; traveling and seeking new adventures; or spending time on the lake with her beautiful family and their spoiled- rotten labradoodle.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Many dream of working in sports media, but few take unconventional paths to get there.
How does a math major become a top ESPN broadcaster? What lessons can we learn from his perseverance and passion?
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Arda Öcal, host for NHL on ESPN and SportsCenter anchor. Arda shares his journey from an unexpected start in broadcasting to becoming a respected voice in sports media. He reflects on overcoming challenges, embracing his uniqueness, and finding inspiration in surprising places.
Arda discusses:
- How his love for sports and storytelling led him from a math degree to a career in broadcasting
- The persistence and resilience required to break into and thrive in the media industry
- His near decision to change his name to improve job prospects and why he’s glad he didn’t
- The power of hearing “no” and how rejection can be a stepping stone to future opportunities
- How video games, Star Wars, and hockey inspire his personal and professional growth
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Arda Öcal:
- Twitter: @arda
- IG: @ardaocal
- TikTok: @ardaocaltok
- LinkedIn: Arda Öcal
About our Guest:
Arda Öcal is an NHL on ESPN host (game broadcasts, In The Crease, various features) and a SportsCenter anchor who also hosts SportsCenter on Snapchat, SportsNation, and has contributed to NBA, PGA TOUR, Euro soccer, esports, MLS, UFC, MLB and NFL coverage at ESPN.
Prior to ESPN, Öcal worked for MSG Networks as an NHL/NBA game host, WWE, The Score as a sports anchor, Weather Network as a field reporter (including right in the middle of deadly storms and blizzards) and many other places. Öcal has hosted more than 300 live events, from sporting events, concerts, to panels, conventions and more.
After failing to make the Oakville Rangers AAA minor hockey team, Öcal turned his attention to broadcasting, where he began as a host, reporter and play-by-play announcer for the OHL’s Brampton Battalion and Mississauga St., Michaels Majors and the AHL’s Toronto Marlies – all on Rogers TV. Öcal eventually made his way to MSG Networks, where he handled many hockey related posts, including the MSG 150 on Rangers broadcasts, Devils game broadcasts, and hosting the MSG Hockey Show for two seasons. Öcal has also hosted ESPN’S In The Crease the last two seasons.
In addition, Öcal is a member of MENSA International and is a dual official video game world record holder, in NHLPA93 and NHL96 for Sega Genesis. Arda is also the voice of the NHL Gaming World Championship, the NHL’s official major yearly esports tournament, as well as many NHL team tournaments across the league. Öcal was featured in the NHL’s “United by Hockey” Mobile Museum Experience which toured North America during the 2023-2024 NHL Season to celebrate hockey’s influential figures and trailblazers, and highlight leaders from diverse communities across various backgrounds. In October 2023, Arda gave a TED Talk about inspiration and his experience as one of the only Muslim broadcasters in SportsCenter and hockey history.
Arda has a degree in Mathematics from the University in Waterloo and lives in New York with his wife Jennifer and daughters Ayla and Katia.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
From personal transformation to entrepreneurial triumph, Mike Fata’s story showcases resilience, vision, and purpose-driven leadership.
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Mike Fata, founder of Manitoba Harvest Hemp Foods. They discuss Mike’s inspiring journey from overcoming personal health challenges to creating a thriving business in the health food industry.
Mike shares his philosophy on maintaining balance, the lessons learned from his entrepreneurial path, and the importance of mentorship in fostering success.
Mike discusses:
- Overcoming personal health challenges and using those experiences to inspire business ventures
- Founding Manitoba Harvest Hemp Foods and growing it into a $100M+ business
- The emotional and logistical aspects of exiting a business and finding purpose afterward
- His passion for health, sustainable living, and educating others through mentorship and media
- The launch of his book, Grow: 12 Unconventional Lessons for Becoming an Unstoppable Entrepreneur, and its insights for aspiring leaders
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
- Grow: 12 Unconventional Lessons for Becoming an Unstoppable Entrepreneur by Mike Fata
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Mike Fata:
- LinkedIn: Mike Fata
- Instagram: Mike Fata
- Twitter: Mike Fata
- Website: Mike Fata
About our Guest:
Mike co-founded Manitoba Harvest Hemp Foods in 1998. From 1998 to 2016, he ran all aspects
of the company as Chairman of the Board and CEO. In February 2019 Mike helped guide the
strategic sale of Manitoba Harvest to Tilray for $419 million dollars.
Mike has dedicated over 25 years studying and practicing natural health, starting in 1995 when he made the life changing decision to lose over 100lbs, and go from 300lbs to his current
180Lbs. He has gained an excellent knowledge of human anatomy, diet, nutrition and natural
healthy lifestyle.
Mike is a best-selling author, a keynote speaker, and has been featured on
various media countless times regarding natural health, nutrition, hemp foods, organic
agriculture, sustainable business, entrepreneurship and mentorship.
Mike has won numerous awards:
- Young Entrepreneur of the Year (2004)
- Socially Responsible Business Award (2006)
- The Lorax Award (2006)
- Top 40 under 40 (2008)
- Company of the Year (2010)
- CHFA Organic Achievement Award (2010)
- Spirit of Winnipeg Award (2014)
- Nutrition Business Journal Education Award (2014)
- CME Emerging Business Award (2014)
- EY Entrepreneur of the Year (2014)
- MFPA Presidents Award (2016)
- OTA Organic Rising Star Award (2016)
- Top 100 Health Influencers (2017)
- John Holtmann Leadership Award (2021)
In February of 2022, as Chairman of the Board, Mike completed his third nine figure exit deal
with the acquisition of Sol Cuisine by Plant Plus Foods for $125mm cash.
Mike is currently Chief Executive Officer of Fata & Associates, Chairman of the Board of Nuts
For Cheese, Global Growth Advisor for Mid-Day Squares, Lifetime Member (Past Chairman) of
the Canadian Health Food Association (CHFA), Lifetime Member (Past Chairman) of Young
Presidents Organization (YPO) and investor/advisor to a portfolio of companies.
Mike is a homeschooling father, certified holistic health coach and avid backyard organic farmer.
In his free time he enjoys coaching and mentoring natural products industry entrepreneurs. In
2021 Mike launched www.fatafleishman.org a free mass mentorship toolbox for CPG
entrepreneurs.
Mike hosts the Founder to Mentor podcast (a top 5% global podcast), connecting you with world
class founders to inspire your personal and professional growth. https://www.mikefata.ca/podcast
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
How can technology improve financial services without losing the essential human connection?
Dani Fava offers her knowledge and vision for a future where innovation meets empathy.
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Dani Fava, Chief Strategy Officer at Carson Group, about the evolving role of technology in financial services. Dani shares her journey into FinTech, the importance of leveraging AI to assist advisors, and how human connection will remain at the core of client relationships.
Dani discusses:
- Her origin story in FinTech, beginning with automating tasks as a single mother navigating Wall Street
- The distinction between artificial intelligence and traditional programming, highlighting AI's decision-making capabilities
- How AI is already integrated into daily life and its potential for enhancing client-advisor communication
- Strategies for advisors to use AI tools for improved task management, client interactions, and personalized services
- The role of empathy and human connection in the financial advisory profession as technology continues to advance
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Dani Fava:
- LinkedIn: Dani Fava
- X: Dani Fava
- Website: Carson Group
About our Guest:
Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani's leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI. Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Her impact and forward-thinking vision earned her a spot on FinTech Magazine's Top 100 Women in Finance, InvestmentNews' Women to Watch and ThinkAdvisor's 2020 IA25, underscoring her status as a trailblazer in wealth management innovation.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Choosing the right path in hockey can be a challenge, but it can also unlock incredible opportunities on and off the ice.
How can aspiring hockey players and their families make informed decisions about their futures? What makes College Hockey an unmatched avenue for development, education, and long-term success?
In this episode of Mitlin Money Mindset®, Larry Sprung hosts Sean Hogan, Executive Director of College Hockey Inc., to discuss the unique development opportunities provided by College Hockey. They explore the challenges and benefits of this pathway, its role in shaping young athletes’ futures, and the resources available to guide families along the way.
Sean emphasizes how College Hockey empowers players to excel both athletically and academically while keeping doors open for life after sports.
Sean discusses:
- The mission of College Hockey Inc. and its role in promoting NCAA hockey across North America
- The benefits and structure of the College Hockey pathway compared to other development paths
- Why the average rookie age of 23 is crucial for understanding hockey's developmental timeline
- The impact of education and NCAA graduation rates on long-term success for hockey players
- Resources and strategies for families navigating the junior hockey system and NCAA eligibility
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Sean Hogan:
- LinkedIn: Sean Hogan
- College Hockey Inc.
- Sean Hogan (@coach_hogan) - X
About our Guest:
Sean Hogan has coached hockey at the youth, junior, intercollegiate and international levels. He joined College Hockey Inc. in 2019 as the Director of Education and now serves as the organization’s Executive Director. Sean has extensive knowledge in regards to the NCAA college hockey landscape and his primary responsibility is promoting NCAA hockey to talented athletes and families.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Imagine traveling to 65 countries, visiting iconic destinations, and creating lifelong memories—all while earning a master’s degree!
In this episode of Mitlin Money Mindset®, host Larry Sprung speaks with Brooklyn Schwetje about her 274-day adventure aboard the Royal Caribbean Ultimate World Cruise. Brooklyn shares how she embraced the joy of travel, immersed herself in diverse cultures, and balanced academic commitments with exploring the globe. Her story is a testament to making the most of every opportunity and finding growth in every experience.
Brooklyn discusses:
- How she balanced studying for her master’s degree with the demands and joys of a nine-month global cruise
- Highlights from her journey, including visiting Antarctica, exploring Mo’orea, and an unforgettable hike in Norway
- The importance of forming meaningful connections with her “cruise family,” including both passengers and crew members
- Cultural experiences, such as witnessing a traditional haka in New Zealand and participating in local performances
- The impact of sharing her journey on social media and how it fueled her personal and professional growth
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Brooklyn Schwetje:
- Instagram: @brooklyntravelstheworld
- Tiktok: @brooklyntravelstheworld
About our Guest:
Brooklyn Schwetje recently completed the adventure of a lifetime as a participant in Royal Caribbean's 9-month Ultimate World Cruise, where she explored over 60 countries. The journey was filled with unforgettable experiences, meaningful connections with her family and newfound friends, and countless memories to treasure. Remarkably, Brooklyn continued her academic journey while traveling, staying on track to earn her master's degree from the University of Alabama. Now looking forward to graduating in December, Brooklyn reflects on the incredible opportunity to combine education with exploration and cherishes the lessons and friendships gained along the way.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Ever wondered how passions transform into thriving ventures?
In this engaging episode, we explore just that. Larry Sprung chats with Mackenzie Murphy, the innovative mind behind The Hockey House, a platform celebrating college club hockey and its unique culture.
Delve into Mack's fascinating journey from a college student at Syracuse to becoming a major force in sports media. Discover how his passion for hockey and storytelling combined to forge a platform that shines a spotlight on the breadth of college hockey options beyond the NCAA.
Larry and Mack discuss:
- The importance of finding the right college fit for athletes
- The evolving landscape of collegiate club hockey and its opportunities
- Advice for aspiring content creators and podcasters
- The impact of social media on sports engagement
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Mackenzie Murphy:
- The Hockey House Podcast
- Instagram: Mackenzie Murphy
- X: Mackenzie Murphy
About our Guest:
Founder of the Hockey House Podcast, Mackenzie is a proud graduate of Syracuse University, where he played four seasons ACHA M1 hockey. He currently runs the @hockeyhousepod accounts on Instagram, X, TikTok, and YouTube and serves as the primary host for each podcast episode. Mackenzie is proudly from North Conway, New Hampshire.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
How do you create a thriving franchise while staying true to personal values and innovation?
In this episode of the Mitlin Money Mindset®, host Larry Sprung interviews Bennett Maxwell, Chairman of Dirty Dough Cookies.
From his early entrepreneurial roots to transforming Dirty Dough into a streamlined, values-driven brand, Bennett shares insights on leadership, mental health advocacy, and simplifying franchise operations. Learn how his tagline, “It’s the inside that counts,” reflects both his product and personal philosophy.
Bennett discusses:
- Simplifying operations by centralizing cookie production to create an easy-to-run franchise model
- The significance of his personal journey, including childhood sales experiences and pivoting from solar to the cookie business
- The value of an advisory board in building a solid foundation for Dirty Dough’s growth
- Prioritizing mental health and spreading positive messages through packaging and branding
- The impact of a clear mission statement and core values in attracting like-minded franchisees and customers
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Bennett Maxwell:
- Website: Bennett Maxwell
- Facebook: Bennett Maxwell
- Linkedin: Bennett Maxwell
- Instagram: Bennett Maxwell
- Youtube: @deeperthandough2123
About our Guest:
Bennett Maxwell is a multifaceted entrepreneur renowned for his innovative approach to business and commitment to enhancing the entrepreneurial landscape.
He is currently the driving force behind Dirty Dough Cookies, a fast-growing and thriving national cookie restaurant with 80+ stores open and dozens more set to launch this year. Maxwell's professional journey spans diverse industries, from real estate in Utah to the co-founding and eventual successful sale of Switch to Solar in addition to his entrepreneurial endeavors, he is a sought-after speaker and frequently shares valuable insights with the media.
Maxwell is also the host of the Deeper Than Dough podcast, which he started in 2023. The podcast focuses on finding joy and fulfillment in life.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Access to top coaches and scouts is no longer out of reach, thanks to Lucas Bahn’s innovative platform, Player Intro.
In this episode, Mitlin Money Mindset® host Larry Sprung interviews Lucas Bahn, co-founder of Player Intro, about how this groundbreaking platform is transforming the way athletes connect with experts in hockey.
Lucas shares his entrepreneurial journey, the importance of empowering players to lead their careers, and how Player Intro saves hockey families time, money, and stress while providing unprecedented access to the hockey community.
Lucas discusses:
- The inspiration behind Player Intro and how it democratizes access to top coaches and scouts
- The benefits of encouraging players to take charge of their athletic journeys
- How aligning with a clear mission helped Player Intro secure impactful partnerships
- Practical advice for hockey families on managing expenses and avoiding unnecessary spending
- The life lessons learned from hockey and how they prepare players for success beyond sports
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Lucas Bahn:
- Website: Player Intro
- Instagram: @lucasbahn
- Linkedin: Lucas Bahn
- X: Lucas Bahn
About our Guest:
Lucas Bahn, co-founder of Player Intro, the first-ever global marketplace for conversation in youth sports. Former NCAA DI hockey player turned entrepreneur.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Are you ready to redefine financial advising and build true trust with your clients?
Chuck Failla shares how embracing a fiduciary-first model is changing the game for advisors.
In this episode, Larry Sprung interviews Chuck Failla, CEO of Sovereign Financial Group and host of goRIA, discussing the power of fiduciary advising, the shift from commission-driven models, and how RIAs are leading the charge in transparent client relationships.
Chuck provides actionable insights on growing practices authentically and the value of educational marketing.
Chuck Discusses:
- The transformative journey from commission-based advising to fee-only fiduciary models
- Why financial advisors should embrace the RIA framework for building authentic client trust
- How fiduciary principles empower clients to make informed financial decisions
- The importance of educational marketing to attract and retain ideal clients
- Misleading practices by "planners in name only" (PINOs) and advocating for ethical advising
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Chuck Failla:
- LinkedIn: Chuck Failla
- X: @charlesfailla1
- Sovereign Financial Group, Inc
- goRIA Podcast
About our Guest:
Chuck has been a financial advisor for more than 25 years. He started in the early 90s as a "cold calling cowboy" in NYC selling individual stocks. As he built his book, he always planned to go independent and did so in 1999 by opening an independent branch of Raymond James Financial. At that time, Chuck earned his CFP® designation and transitioned from individual stock picking to financial planning and asset allocating using mutual funds and SMAs. Chuck's practice evolved into what is today Sovereign Financial Group, Inc., an SEC registered RIA. With offices and advisors in the Northeast, Florida, and Colorado, Sovereign is one of the fastest growing RIAs in the country. Chuck is also the Director of Sovereign Advisor Solutions (SAS)-- a division of Sovereign Financial Group, Inc. SAS helps advisors transition to RIA by offering a comprehensive plug and play solution for going independent.
Chuck's ties to the financial planning community run deep… he currently:
- Is the host of goRIA: Fueled by InvestmentNews ( www.goRIA.com )
- Serves on the Board of Directors for the FPA of Connecticut and Chairs their Pro Bono / Public Outreach Committee.
Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College. He resides in Connecticut with his wife, two children, black lab and cats. In his spare time, he enjoys all things travel & outdoors -- on the weekends you will find him with his family hiking, camping, skiing, boating or just enjoying some grilling in the backyard.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
What if teaching kids about money could change their lives forever?
This week on Mitlin Money Mindset®, Larry Sprung welcomes David Delisle, founder of The Awesome Stuff™, to explain how financial literacy starts early and the powerful impact of intentional living.
In this episode, David shares his unique journey, discussing how small shifts in our conversations with children about money can foster lifelong financial health and happiness.
Discover how David’s approach to financial education and mindfulness can transform not just the habits of children, but families as a whole. With a career spanning entrepreneurship, real estate investing, and authorship, David uses his insights to guide families towards what truly matters.
Larry and David discuss:
- How powerful words shape children's perceptions of money and value
- The Awesome Stuff™ concept and its journey
- Practical tips to start positive money conversations with kids
- The importance of habits over mechanics in investing
- Insights from his book, "The Golden Quest", on teaching financial literacy to kids
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
- The Golden Quest by David Delisle
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with David Delisle:
- Instagram: David Delisle
- Website: The Awesome Stuff
About our Guest:
David Delisle, founder of The Awesome Stuff™, is a bestselling author, entrepreneur, real estate investor, speaker, and most importantly, Dad. He is a contributor to Entrepreneur, Yahoo! News, Thrive Global and more. At age 11, David made his first investment. By age 20, he began investing in real estate and was retired by age 40. His book, The Golden Quest, is a Calvin & Hobbes-style graphic novel that teaches potent lessons about money, focusing on breaking the cycle of always chasing more. David’s goal is to change the way our kids think about money and create more freedom for what’s most important to them… the Awesome Stuff™. David has been featured in Good Day LA, Good Day DC, NTD TV, NY Post, ScaryMommy, GoBankingRates, MindBodyGreen, Credit Sesame, and more!
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
What does it take to create champions both in sports and life?
For Gordie Stafford, it’s a blend of discipline, teamwork, and a lifelong passion for mentorship.
In this episode, Larry Sprung sits down with Gordie Stafford, Girls Prep Head Coach and Director of Girls Hockey at Shattuck Hockey.
Gordie touches on how hockey can instill life skills, the importance of developing good character, and fostering a winning mindset. From shaping the next generation of female hockey stars to his enduring love for teaching English, Gordie shares his reflections on making a difference through sport and education.
Gordie discusses:
- The transformative lessons sports teach and their relevance to life
- His philosophy of nurturing both athletic skill and personal character in young athletes
- The evolving opportunities in women's hockey and his role in paving the way for players
- How fostering gratitude, joy, and resilience shapes success on and off the ice
- The critical role of mentorship and creating an environment of mutual growth for students and coaches
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Download Your Free Copy of the Couple’s JOYful Money Guide
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Gordie Stafford:
- LinkedIn - Gordie Stafford
- X - @GordieStafford
- Instagram - gordiestafford
- Facebook – Gordie Stafford
About our Guest:
Gordie Stafford, born in Banff, Canada, signed with the Edmonton Oilers after three seasons in the Western Hockey League. During his eight-year professional hockey career, primarily with the Milwaukee Admirals, he earned a degree in Secondary Education and a master’s in Educational Psychology.
He began teaching and coaching at Marquette University High School before coaching the St. Albert Saints in Canada. Since 2000, Stafford has been at Shattuck-St. Mary’s School in Minnesota, where he became Girls’ Hockey Director and Prep Coach in 2004. Under his leadership, the program has won 17 national championships, including 10 by the Prep team.
Stafford has guided players to Olympic competition, Division I success, and prestigious honors like the Patty Kazmaier Award. Inspired by his work, he pursued a PhD (ABD) in Sports Psychology. Married for 40 years, he is a proud father and grandfather. His son, Drew, had a 14-year NHL career.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Ever wonder how culture shapes the way we view the world and influences our actions?
In this episode, Larry Sprung chats with Dr. Marcus Collins, an award-winning marketer and cultural translator, about the unseen yet powerful force of culture in business.
Dr. Collins shares insights from his career and explores how cultural understanding can drive success. With experiences working for iconic brands and figures like Beyoncé and Apple, Marcus unpacks the significance of translating cultural nuances into marketing strategies. Dive in to discover how culture can be the ultimate driver in shaping consumer behavior and effective leadership.
Dr. Marcus Collins discusses:
- The intersection of culture and business
- His journey from engineering to marketing
- The role of culture in influencing human behavior
- Strategies for entrepreneurs to leverage cultural insights
- Cultural impact on leadership and organization
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- JOYful Finances for Couples
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Marcus Collins:
- LinkedIn: Dr. Marcus Collins
- Website: Dr. Marcus Collins
- X: Dr. Marcus Collins
- Instagram: Dr. Marcus Collins
About our Guest:
Dr. Marcus Collins is an award-winning marketer and cultural translator. He is the former chief strategy officer at Wieden+Kennedy, New York, a marketing professor at the Ross School of Business, University of Michigan, and the author of the best-selling book, For The Culture: The Power Behind What We Buy, What We Do, and Who We Want To Be. Marcus is an inductee into the American Advertising Federation’s Advertising Hall of Achievement and a recipient of the Thinkers50 Radar Distinguished Achievement Award for the idea most likely to shape the future of business management. His strategies and creative contributions have led to the launch and success of Google’s “Real Tone” technology, the “Made In America” music festival, and the Brooklyn Nets, among others. Before his advertising tenure, Marcus worked on iTunes + Nike sport music initiatives at Apple and ran digital strategy for Beyoncé. He writes a column for Forbes CMO Network and contributes to business scholarship.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
In a world where our lives may not look as we envisioned, finding joy can be both challenging and transformative.
What does it mean to embrace the reality of our stories? How can vulnerability help us find resilience and purpose?
In this episode, Larry Sprung interviews Rachel Marie Martin, founder of FindingJoy.net and bestselling author, about her journey of self-discovery and empowerment.
Rachel shares how she built a thriving online community by encouraging authenticity, vulnerability, and connection, especially for women and mothers. The conversation explores her insights on building joy, leveraging media, and staying connected to purpose, even through challenges.
Rachel discusses:
- Her entrepreneurial journey and the inception of FindingJoy.net
- Monetizing Facebook organically and building a thriving audience
- The power and necessity of maintaining authentic engagement in social media
- The viral impact of her quote and the universal appeal of its message
- The significance of embracing authenticity and vulnerability in storytelling
- Her latest book, "Get Your Spark Back," and its transformational insights
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Rachel Marie Martin:
- LinkedIn: Rachel Marie Martin
- Website: Finding Joy
- Facebook: Finding Joy
About our Guest:
Rachel believes in the power of the human spirit to overcome, thrive, and find deep joy and because of that she pours out her heart via these platforms: she is the writer behind the site FindingJoy.net and author of Get Your Spark Back, Mom Enough and The Brave Art of Motherhood and a founding partner in Audience Industries – a company designed to train and equip entrepreneurs in their ventures. Her articles have been translated into over 25 languages, her site reaches millions of visitors per month and she has a robust, engaged Facebook community. Her content has been featured in The Today Show, Good Morning America, NPR, The Huffington Post, Tiny Buddha, iVillage, Stuff New Zealand, John Tesh, PopSugar, Motherly, Parents, What to Expect, Star Tribune, Independent Journal Review, Dr. Greene, Power of Positivity, Her View From Home, and many more. She speaks worldwide encouraging others to live each day with purpose and drive. Beyond that, she’s a mom to seven and calls Nashville, Tennessee, her home.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
What if every leap into uncertainty brought you closer to defining your true wealth and joy in life?
Discover how one man's journey through 193 countries led to unexpected lessons on resilience and embracing the unknown.
In this episode, Larry Sprung speaks with Sam Goodwin, an American entrepreneur, author, and professional speaker known for his remarkable journey of traveling to every country in the world.
Sam's story is not only about adventure but also about overcoming significant challenges, including surviving solitary confinement in Syria, and how these experiences have shaped his outlook on life and success.
Sam discusses:
- The lessons learned from competitive sports and how they translated into his professional life
- The turning point that led him to aim to visit all 193 countries
- His harrowing experience of being detained in Syria and the life-altering insights that came from it
- The importance of uncertainty and the growth it offers
- How he coached the North Korean national ice hockey team as part of a cultural exchange
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Saving Sam: The True Story of an American’s Disappearance in Syria and His Family’s Extraordinary Fight to Bring Him Home Hardcover – by Sam Goodwin
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Sam Goodwin:
- LinkedIn: Sam Goodwin
- Website: Sam Goodwin
About our Guest:
Sam Goodwin is an American entrepreneur, author, and professional speaker. A former Division I collegiate hockey player, he co-founded a tech company and NGO in Singapore and is one of the few people who has traveled to all 193 countries in the world. As a thought leader on embracing uncertainty, Goodwin delivers keynotes to organizations around the globe, from large corporate conventions to intimate leadership retreats and everything in between. Sam earned a bachelor’s from Niagara University, a master’s from Wash U in St. Louis, and a doctorate from Johns Hopkins SAIS.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
How Powerful Can Reading Really Be? What if the key to changing the world lies in the pages of a book?
In this episode, Larry Sprung chats with the remarkable 13-year-old E Train, the Founder and CEO of E Train Talks.
E Train has turned his lifelong love of books into a movement to combat 'book deserts'—areas where books and educational resources are scarce.
Learn how this young entrepreneur has distributed thousands of diverse stories to underserved communities, and why he believes every child deserves access to books.
Larry and Eran discuss:
- The journey from book reviewing to running a nonprofit
- The impact of author interviews and how he connects with them
- The importance of discussing banned books and advocating for literacy
- Advice for young and aspiring entrepreneurs on following their passions
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with E Train:
- Website: E Train Talks
- Twitter/X: @ETrainsWorld
- Instagram: @etraintalks
- Facebook: E Train's World of Books & Wonder
- E Train Talks Podcast
About our Guest:
E Train is a 13-year-old multi-award-winning literacy advocate, podcast host, book reviewer, and reading ambassador. He’s also the Founder/CEO of E Train Talks, Inc. a 501©(3) nonprofit organization dedicated to ending book deserts and changing the world, one read at a time!
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Are you ready to transform the way you think about money, health, and your true potential?
In this episode of Mitlin Money Mindset, Larry Sprung welcomes Dr. Phil Pearlman, founder of the Pearl Institute, to delve into the powerful intersections of behavioral finance and personal growth.
Discover how Dr. Pearlman’s unique insights and systems can help you redefine your financial decisions, enhance your overall well-being, and cultivate lasting joy.
They discuss:
- Dr. Pearlman's journey from clinical psychology to pioneering behavioral finance
- How to integrate mindset and self-awareness in financial and personal life
- The parallels between wealth and health, and how they impact decision-making
- Insights into creating sustainable, positive changes in your life and mindset
- Strategies like meditation and fitness to sustain joy and self-improvement
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Dr. Phil Pearlman:
- Email: ppearlman@gmail.com
- X: @ppearlman
- Website: Pearl Institute
About our Guest:
Phil launched Pearl Institute to help people live healthier, perform better, and make wise decisions. Previously, he spent years serving as an executive in both finance and media. Phil lives with his wife and two boys in Montebello, New York.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Sports have evolved into a lucrative investment arena, intertwining with technology and media.
How are savvy entrepreneurs seizing this growing field?
In this episode of the Mitlin Money Mindset, Larry Sprung sits down with Andrew Petcash, founding partner at Profluence Capital, to explore the dynamic intersection of sports, technology, and media.
Andrew shares his journey from early entrepreneurial ventures to becoming a venture capital leader, offering invaluable insights into market trends and investment strategies that could guide you through today's complex financial landscape.
Listeners will also discover how Andrew's firm is driving innovation in sports and beyond by leveraging strategic investments and building impactful communities for promising startups.
Larry and Andrew discuss:
- The role of sports as a fertile ground for building companies due to its built-in community, especially in emerging countries like India
- Why sports, tech, and media are becoming increasingly synergistic and how it affects entrepreneurship
- Andrew's entrepreneurial journey and how his firm Profluence Capital supports innovative startups and sports tech companies
- The evolution and future of the sports industry, including the impact of NIL changes and sports betting
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Andrew Petcash:
- LinkedIn: Andrew Petcash
- Twitter (X): Andrew Petcash
- Website: Profluence
About our Guest:
Andrew Petcash is a founding partner at Profluence Capital where they invest in emerging Sports IP and Sports Technology. Prior to starting Profluence, he founded and exited his college sports media brand, CAI. Andrew has helped Profluence’s media properties garner over 15 million social media followers. Andrew graduated from Boston University with a B.S.B.A. concentrating in finance. He was also a captain of the Terriers D1 basketball team and a Patriot League Champion.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
What if retiring meant more than just winding down? What if it included excitement, exploration, and a new beginning in your favorite corner of the world?
In this episode, Larry Sprung chats with Tommy Sikes, founder of Traveltirement, about the unique adventure of combining retirement with the allure of living abroad, particularly in Italy and France.
Tommy reveals how his personal passion and financial knowledge have led to helping others discover affordable housing and seamless transitions in these dream destinations. Together, they explore the ins and outs of balancing travel desires with financial realities, ensuring a thrilling yet sound journey into international living.
Larry and Tommy discuss:
- How the entrepreneurial mindset shaped Travel Retirement
- Discovering affordable properties in Italy and France
- The significance of niching down in content and business
- Practical tips for retiring abroad
- Building an engaging online presence through YouTube and newsletters
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Tommy Sikes:
- LinkedIn: Tommy Sikes
- Website: Traveltirement
- YouTube: Traveltirement™
About our Guest:
Tommy Sikes has been travelling since he was young, inspired by his parents who instilled in him a love for exploring the world. Their encouragement to see new places left a lasting impact on him.
When his parents passed away at the ages of 70 and 75, it served as a wake-up call for Tommy to live life to the fullest. Now, at age 53, he feels the urgency to pursue his own travel dreams.
Tommy is on a mission to combine his passion for France and Italy with his expertise as a CERTIFIED FINANCIAL PLANNER™ professional. He aims to help others achieve their dreams of living in France or Italy, sharing his knowledge and experience to make their goals a reality.
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Books are more than just stories; they are the key to opportunity.
In this episode, Larry Sprung talks with Amy Zaslansky, the founder of Book Fairies, a nonprofit organization on a mission to eradicate book deserts and foster a love of reading.
Amy shares her transformative journey from occupational therapist to pioneering a movement that increases access to books for under-resourced communities.
Discover how Book Fairies has distributed millions of books to schools, shelters, and communities in need, and learn how you can join the effort to spread literacy and joy.
Larry and Amy discuss:
- Amy’s unique path from occupational therapy to founding Book Fairies
- The impact of Book Fairies in increasing literacy rates by providing access to books
- The collaborative efforts with the IDD community for book distribution
- Mitlin Financial's upcoming book drive to support the cause
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Amy Zaslansky:
- (516) 557-6645
- LinkedIn: Amy Zaslansky
- Website: Book Fairies
About our Guest:
Amy Zaslansky is the founder of Book Fairies. She is passionate about expanding literacy opportunities in under-resourced areas by flooding communities with the books at-risk children need to succeed. Amy is a Maryland native, graduating Emory University with a BA in Psychology and Temple University with an MS in Occupational Therapy.
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Authenticity and financial empowerment are key to achieving success and joy in life.
How do you stay true to yourself while navigating the financial industry? How can you help others achieve their financial goals and find joy in the process?
In this episode, Larry Sprung interviews Stoy Hall, CFP®, CEO and founder of Black Mammoth, about his journey from a financially illiterate household to leading a successful financial services company. Stoy shares his insights on authenticity, leadership, and the importance of helping others achieve their financial goals.
Larry and Stoy discuss:
- Stoy’s transition from childhood financial struggles to founding Black Mammoth
- The power of being your authentic self in business and life
- The importance of merging competitiveness with an abundance mindset
- Tips for effective public speaking and engaging with your audience
- How his podcast enhances his business and connects with clients
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- NoBS Wealth Podcast by Stoy Hall
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Stoy Hall:
- LinkedIn: Stoy Hall
- Website: Black Mammoth Wealth
- Facebook: Black Mammoth Wealth
- Tweets from @Stoy_Hall
About our Guest:
Stoy Hall, CFP®, is a financial innovator and CEO of Black Mammoth, focused on inclusive, holistic wealth management. He also leads Kālā Capital as Founder and Fund Manager.
A devoted father, Hall blends emotional intelligence with financial strategy, emphasizing family, education, and happiness. His Modern Family Office model offers integrated services to align clients' lives and finances.
A passionate foodie, Hall believes true wealth includes life’s experiences. As host of the NoBS Wealth Podcast, he demystifies finance through candid conversations, empowering listeners with practical insights.
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Ever wonder how Disney is able to evoke profound emotions of joy and wonder even in those far removed from childhood?
In this episode of Mitlin Money Mindset, Larry Sprung speaks with Theron Skees and James Warda, two experts in the Disney universe, to explore the enchanting world behind Disney's most beloved experiences. Learn about the emotional connections forged by Disney rides, the behind-the-scenes magic of Imagineering, and how businesses can harness these storytelling techniques to create impactful customer experiences. Plus, discover the unique journey that led to the creation of James Warda's book, "How Does Disney Do That?".
Larry, James, and Theron discuss:
- The emotional impact of Disney attractions and guest experiences.
- The book 'How Does Disney Do That?' came to be and the role Joe Rohde had in its creation.
- The collaborative process between creators and fans in bringing Disney magic to life.
- Business lessons that can be learned from Disney's storytelling methods.
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
- Facebook: How Does Disney Do That?
- LinkedIn: How Does Disney Do That?
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with James Warda:
- LinkedIn: James Warda
- Instagram: James Warda
- YouTube: James Warda
- X (Twitter): James Warda
- Website: James Warda
- Website: How Does Disney Do That?
Connect with Theron Skees:
- LinkedIn: Theron Skees
- Facebook: Theron Skees
- Instagram: Theron Skees
- YouTube: Theron Skees
- Website: Designers Creative Studio
About Theron:
Theron Skees is the founder of The Designer's Creative Studio and has over 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry.
As a veteran of Walt Disney Imagineering, he has led diverse creation, design and construction projects from hundreds of millions to multiple billions of dollars in a wide variety of experience types. He is a corporate culture evangelist who applies vision, strategy, focus and high personal standards to advance design and increase brand equity. Using “Story” as the key element to deliver business goals and make an emotional connection to guests
Theron is an organized creative leader with exceptional capability in managing multiple, concurrently running teams and is a highly respected, natural communicator who interfaces positively and professionally at all levels.
About James:
James Warda is writer, keynote speaker, workshop facilitator, and author of multiple books such as “How Does Disney Do That?”, “Where Are We Going So Fast?” and more. His background includes being a blogger for the Chicago Tribune Media Group, and columnist for the Chicago Tribune and Pioneer Press.
James is recognized for ability to make the complex simple and align groups to execute large-scale change initiatives across multiple industries, including aerospace, defense, energy management and automation, finance, healthcare, insurance and more.
James leads with expertise in executive communications, internal communications, public relations and media relations, crisis communications, digital communications, marketing, and Labor Relations and Mergers and Acquisitions (M&A) communications.
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Leaving a stable career to travel the world sounds amazing, but it's impossible, right?
Wrong! Jen Ruiz not only did it, but she also turned her adventures into a thriving business!
Join Larry Sprung in learning about the inspiring journey of Jen Ruiz, founder of Jen on a Jet Plane, who transitioned from a career in law to becoming a full-time travel blogger, author, and entrepreneur. Jen shares how she discovered her love for travel, the steps she took to turn that passion into a career, and the challenges she overcame along the way. So sit back and enjoy hearing tons of practical travel hacks that can help make your travel dreams a reality.
Larry and Jen discuss:
- How Jen transitioned from being an attorney to a travel hack entrepreneur.
- The significance of her 12 trips in 12 months challenge and the lessons she learned along the way.
- Tips on finding affordable flights and maximizing travel rewards.
- The need for more representation and investment in Hispanic creative projects.
- How to build up and foster relationships with brands to obtain partnerships.
- And more!
Resources:
- Ashley Gets Around
- Roame Travel
- Going - Scott's Cheap Flights
- Thrifty Traveler
- Women in Travel Summit
- Women's Travel Fest
- TBEX Summit
- Financially Lit! by Jannese Torres
- Mitlin Financial
- The JOY and Productivity Journal by Lawrence Sprung
Check out Jen’s Books:
- 12 Trips in 12 Months by Jen Ruiz
- The Solo Female Travel Book by Jen Ruiz
- The Affordable Flight Guide by Jen Ruiz
- 25 Ways to Work From Home by Jen Ruiz
- You Need A Vacation! By Jen Ruiz
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Jen Ruiz:
- LinkedIn: Jen Ruiz
- Instagram: Jen Ruiz
- X (Twitter): Jen Ruiz
- TikTok: Jen Ruiz
- Facebook: Jen Ruiz
- Jen on a Jet Plane
About our Guest:
Jen Ruiz is a lawyer turned full-time travel blogger and author. She is a 3- time TEDx speaker, national award-winning travel journalist, and has been featured by outlets like Forbes and The Washington. She has been named a top Latina travel expert by Mitu and The Points Guy and is the solo female traveler behind Jen on a Jet Plane. Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
You are the most important person in your own life.
But are you truly taking care of yourself? Are you searching for ways to overcome personal challenges and find joy in every moment?
In this episode of Mitlin Money Mindset, Larry Sprung sits down with Danielle A. Vann, the insightful host of the "Get Your Life Together, Girl" podcast, to explore her inspiring entrepreneurial journey and the transformative lessons she’s learned along the way. Learn tips for building resilience, the power of perspective, and practical steps to harness your inner strength.
Topics discussed:
- Danielle’s background and journey to entrepreneurship.
- The life event that fueled her mission to help others heal and grow.
- What inspired Danielle to start the Get Your Life Together, Girl podcast
- Advice and insights on building resilience and identifying personal strengths.
- How to achieve your best self and make lasting transformations.
- The impact of Danielle sharing her story on PBS’s Roadtrip Nation
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal
- Get Your Life Together, Girl
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Danielle Vann:
- Danielle A. Vann
- LinkedIn: Danielle Vann
- X (Twitter): Danielle A. Vann
- Instagram: Get Your Life Together, Girl
- Facebook: Danielle A. Vann
- YouTube: Get Your Life Together, Girl
- TikTok: Get Your Life Together, Girl
About our Guest:
Danielle A. Vann has always had a passion, scratch that, thirst for understanding people’s life stories and how those experiences are used as a benefit or detriment. Yet, it wasn’t until 2016 that she turned inward and realized her own story needed to be examined and healed after a series of major life shifts, specifically the death of two parents and nearly losing her middle daughter to kidney failure within the span of forty-five days. Some call those shifts “the dark night of the soul,” as they do feel as if there is no light left in the world. However, Danielle calls them “the light of the soul” because often, it isn’t until those challenging moments that the fullest expression of the person, the soul, shines!
When Danielle set out to heal and fully thrive in the light of her soul, she longed for resources and support that felt intimately connected to her spirituality, mental, emotional, and physical well-being and path. Yet, no matter what she tried, outside of meditation, she continually felt disappointed by what she found. Finally, taking her healing into her own hands, she found her true calling.
Now, as a Cognitive Behavioral Therapist, renowned Life Coach to women, Master-Level Advanced Neuro-Linguistic Programming Practitioner, 100-hour Meditation Instructor through the IMMA, HeartMath Trauma-Sensitive Certified Practitioner, MSBR (Mindfulness-Based Stress Reduction) instructor, Sound Healing Therapist, Reiki Practitioner, Master-Level Emotional Intelligence Therapist, Emotional Freedom Tapping Practitioner, DBT (Dialectical Behavioral Therapy) therapist, Positive Psychology practitioner, and trained in Energy Healing Medicine, Subconscious release, Emotionally-Focused Therapy, Neuroscience, PTSD and Anxiety, Danielle has created the ultimate blueprint for getting your life together, healing, creating self-love and inner peace.
This blueprint combines psychology, mind and spiritual healing, somatics, neuroscience, mindfulness, purpose work, and the development of emotional intelligence. It’s a total mind, body, and soul awakening through the principles of Eastern and Western beliefs and practices. This blueprint has served thousands of women as it has been uniquely tailored to their individual journeys.
Danielle’s mission is to help women across the globe, whether it's through teaching, speaking, her widely popular Instagram page @getyourlifetogethergirl, her in-person/online courses, 1:1 session, or on The Get Your Life Together, Girl Podcast, where you can find meditations, mindset resets, tools and practices, and fascinating conversations with other female therapist and coaches.
Vann is also a nineteen-time intentional award-winning author. Prior to working in mental health and healing, she spent years as a scriptwriter, reporter, and evening/morning news anchor. Danielle earned an Oklahoma Broadcast Education Associate award, an Associated Press Award, and an Emmy nomination.
Her love of storytelling led her into writing. While Vann started her publishing career as a children’s picture book author, she has expanded her genres to include Young Adult and Self-Help, which are her true passions. Her internationally award-winning Young Adult five-part series, The Whizbang Machine. Vann has received nineteen international and national awards and was named to the prestigious Texas Library Association’s Texas Bluebonnet longlist. She is also an inductee of the Texas Authors Institute of History, the only museum dedicated to preserving authors' works and those who support writing and reading in Texas. In addition, Vann has penned two personal development/women’s motivational books entitled: Get Your Life Together, Girl & You Are Not Broken & Your Life Does Not Suck, which are forthcoming. Danielle is also the author of Gracie Lou & the Bad Dream Eater and The Very Tall Tale of Ranger, the Great Pyrenees & His Adorable Friend, Miss Keys. In addition, she co-authored the inspirational/self-help nonfiction book Building Faith Through a Carpenter’s Hand with The Learning Channel (TLC) and A&E’s celebrity carpenter Brandon Russell. Her daily writings are featured on the wildly popular Instagram page @getyourlifetogethergirl.
Danielle has been featured on NBC, ABC, CBS, FOX, iHeartRadio, USA Network Radio, Sirius Radio, and nationally syndicated radio and podcasts around the United States and Canada. Her work has been featured in Foreword Magazine, Publisher’s Weekly, Story Monster Ink, Mansfield Magazine, Mansfield Now, and at numerous book festivals, including the Bologna Italy Book Festival, the Book Expo of America, and BookCon. Her work has even been featured in the White House and the Halls of Congress in Washington D.C.
She currently lives in Houston, Texas, with her husband, Todd, and their three children, Delaney, Madison, and Chappell.
Did you know that the color blue is often associated with trust and security?
In the world of financial branding, understanding design and color psychology can make all the difference.
Join Larry Sprung this week as he speaks with Josh Passler, the “FinArtist”, to talk about his extraordinary journey from financial advisor to entrepreneur, using art as a networking and branding tool in the financial industry. Josh sheds light on how FinArt started as a side project, evolved into a full-fledged business focusing on brand identity, and how color and design psychology can transform a firm's image. You'll gain insights into the entrepreneurial spirit, branding essentials, and the impact of visual elements on brand perception.
Larry and Josh discuss:
- Josh's background and transition from financial advisor to founding FinArt.
- The role color psychology plays in branding and marketing.
- The creative process and collaboration with designers to build or strengthen a brand.
- Processes that help align a firm's brand identity with its core values.
- The differences between a brand refresh and a complete rebrand.
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Larry Sprung
- Logos that Last by Allan Peters
- How the World Sees You by Sally Hogshead
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Josh Passler:
- LinkedIn: Josh Passler
- X (Twitter): Josh Passler
- Instagram: Josh Passler
- The FinArtist
About our Guest:
After eight years in the industry, Josh Passler discovered the RIA community and found an innovative way to connect with financial planners—by drawing them as cartoons. As he continued to network, Josh realized that FinArt could evolve into a business, which came to be thefinartist.com.
His dream is to develop content that allows advisors to explain financial concepts in a fun and engaging manner while also creating materials that help the public better understand the financial world.
When he's not creating art, Josh enjoys spending time with his wife, Michelle, particularly through travel.
It's a common belief that sports careers for women are limited to sidelining or journalism.
However, the reality is far more promising, diverse, and inclusive—with the right support.
This week Larry Sprung sits down with Meghan O'Donnell, co-founder of empowHERed, to explore her unexpected entrepreneurial journey from working at ESPN to launching a movement that's transforming opportunities for women in sports. Meghan shares her personal experiences with workplace challenges and how they fueled her mission to create a supportive community for women. Gain valuable insights into the power of mentorship, the importance of mental health, and strategies for navigating a career in sports!
Larry and Meghan discuss:
- Meghan’s career path from ESPN to co-founding empowHERed.
- The challenges she faced as a woman in the sports industry.
- The role of mental health in workplace satisfaction and longevity.
- empowHERed’s mission and future goals to support women in sports.
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Meghan O'Donnell:
- LinkedIn: Meghan O'Donnell
- Email: modonnell@myempowhered.com
- myempowHERed.com
- Instagram: empowHERed
- LinkedIn: empowHERed
- TikTok: empowHERed
About Meghan O'Donnell:
Meghan is a sports analytics and communications professional with experience working for ESPN's Statistics and Information Group, College GameDay, and the Philadelphia Eagles. In 2022, she launched Character Plus Consulting, a draft analytics company working with professional teams and athletes.
After experiencing sexism and harassment in the industry, Meghan has become an advocate for women in sport and contributed to multiple studies on the topic, including, "A vicious cycle: Women's experiences with hostile work environments in the professional sports industry" and "Scarcity and queen bee syndrome: Women's role in creating and maintaining toxic work environments in sport organizations".
In an effort to change the narrative, she and Samantha launched empowHERed as a way to provide much-needed guidance and mentorship to young women in sports.
Finance and yoga couldn’t be more different, right?
Wrong! Discover how integrating these two worlds can empower you in your financial journey.
Join Larry Sprung alongside Breanna Rae Blaney, VP of Life Invested at Dimensional Fund Advisors, sharing her unique journey that blends finance with yoga and mindfulness to reshape how we approach investing. Tune in to learn how integrating mindfulness techniques can align your financial strategies with your personal values.
Larry and Breanna discuss:
- The importance of aligning your financial plans with personal values and life goals.
- The Life Invested platform and its mission to make investing more approachable.
- Paying yourself first and the importance of taking care of your own needs before helping others.
- Current progress and challenges within the financial industry, especially regarding inclusivity and gender equality.
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Breanna Rae Blaney:
- LinkedIn: Breanna Rae Blaney
- Instagram: Breanna Rae Blaney
- BreannaRaeBlaney.com
- Dimensional.com
About our Guest:
Breanna Rae Blaney is the VP of Life Invested at Dimensional Fund Advisors. She specializes in helping individuals gain clarity on their identity, purpose, and functioning, enabling them to align their lives with their true selves and reach their fullest potential. Breanna believes that creating lasting change begins from within, and by understanding who they truly are, people can construct a life blueprint that supports them. Rather than struggling against themselves, they can instead move into a state of flow.
Her work focuses on reconnecting clients with their core truth to foster harmony and fulfillment in all areas of life, including self-connection, relationships, health, career, and finances.
We are celebrating an incredibly special milestone. 200 episodes of JOY!
Join us for a truly heartfelt celebration as Larry Sprung flips the script in this 200th episode of the Mitlin Money Mindset® podcast. With special guest host, Matt Halloran, Larry dives into the core values that have guided him and Mitlin Financial Inc® over the years.
This episode promises to be a unique journey into the personal and professional experiences that have shaped Larry’s path, showcasing the JOY and possibilities that come with financial planning.
Larry and Matt discuss:
- The inspiring story behind the Mitlin name.
- Insights into the core values at Mitlin Financial Inc®.
- How Larry integrates JOY into the financial planning process.
- The impact of Larry’s unique approach on client relationships.
- And more!
Don't miss this milestone episode filled with heartfelt stories, expert insights, and a whole lot of JOY!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrance Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect With Matt Halloran & ProudMouth:
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
Many believe that publishing a book is all about creativity.
While creativity is important, it is strategic marketing and thorough research that truly sets authors apart.
Join Larry Sprung as he sits down with Kristen Proby, a New York Times, USA Today, and Wall Street Journal bestselling author known for her captivating contemporary and paranormal romance novels. Kristen shares her journey from a small ski town in Montana to becoming a prolific author of over 70 published titles. Learn about her creative process, the challenges of navigating the publishing world, and insights into her entrepreneurial approach to writing.
Larry and Kristen discuss:
- Kristen's passion for storytelling and how it led her to romance novel writing
- The impact of self-publishing vs. traditional publishing on an author's career
- Kristen's strategy for shifting her focus from one book series to another
- The significance of a supportive partnership in navigating the demands of an entrepreneurial career
- And so much more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Larry Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Kristen Proby:
- Instagram: Kristen Proby
- Facebook: Kristen Proby
- Pintrest: Kristen Proby
- KristenProby.com
About our Guest:
Kristen Proby is a New York Times, USA Today, and Wall Street Journal bestselling author of over seventy published titles. She debuted in 2012, captivating fans with spicy contemporary romance about families and friends with plenty of swoony love. She also writes paranormal romance and suggests you keep the lights on while reading them.
When not under deadline, Kristen enjoys spending time with her husband and their fur babies, riding her bike, relaxing with embroidery, trying her hand at painting, and, of course, enjoying her beautiful home in the mountains of Montana.
What does it take for a young woman to make it in the world of college hockey?
Join Larry Sprung as he sits down with Sadie Lundquist, Director of Women's Hockey for College Hockey Inc., to explore her inspirational journey from playing small-town hockey to shaping the future of women's hockey at the college level and beyond. Learn about the vital role hockey has played in her career, the unique challenges and opportunities within women's collegiate hockey, and the ties between playing organized sports and building a successful career.
Larry and Sadie discuss:
- Sadie's background from playing college hockey to becoming the Director of Women's Hockey for College Hockey, Inc.
- The growth and promotion of women's college hockey, focusing on adding programs and supporting student-athletes
- The impact of changing NCAA regulations and how they navigate NIL implications
- The role sports play in preparing women for successful professional careers post-sports
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrance Sprung
- Understanding the Path and Pitfalls: Insights from College Hockey Inc, Ep. 105
- College Hockey, Inc.
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Sadie Lundquist:
- LinkedIn: Sadie Lundquist
- X (Twitter): Sadie Lundquist
About Our Guest:
Sadie Lundquist is the Director of Women's Hockey for College Hockey, Inc. She has an extensive background in the world of hockey and marketing having played division one college hockey at Bemidji State, working in multiple roles with the Minasodia Wild for several years, and serving as the client strategy & services senior manager at Bold Orange.
Contrary to popular belief, scaling your business to new heights could start with a tweet.
Want to learn how?
Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuable insights on how he's utilized social media, particularly X (Twitter), to connect with clients and grow his practice. Learn about the pivotal moments that shaped his career, the importance of personalization in financial planning, and the innovative strategies he employs to attract and retain clients.
Here is what you can expect to learn about:
- How to use social media to obtain new clients
- The difference between social media marketing and personal branding
- The significance of niching down to serve business owners effectively
- Hiring and delegating tasks that are not in your area of expertise
- Creating sustainable and engaging content for financial advisors
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrance Sprung
- AllStreet Wealth
- This Is Not Financial Advice” with Josh Brown, Episode #180
- Unearthing Wisdom with Epic Gardening's Kevin Espiritu, Episode #185
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect withThomas Kopelman:
- LinkedIn: Thomas Kopelman
- X (Twitter): Thomas Kopelman
- Instagram: Thomas Kopelman
- YouTube: Thomas Kopelman
- ThomasKopelman.com
- The Long Game Podcast
About our Guest:
Thomas Kopelman is a seasoned financial planner and co-founder of AllStreet Wealth boasting a multifaceted career encompassing blogging, podcasting, and content creation. Recognized as a Top 23 Millennial Advisor by Business Insider and named a Top Young Advisor to Watch in 2023 by FA Mag, Thomas launched his career after graduating from Butler University. His dedication lies in guiding millennials to navigate financial complexities and align their resources with their life goals.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Ever wondered how a seventh-generation entrepreneur transforms a passion into a thriving global brand?
Join in as Larry dives into the incredible journey of Jay Baer, a pioneer in digital marketing and customer experience.
Jay Baer shares his evolution from politics to digital marketing and finally, to becoming the second most popular tequila influencer in the world. With over 20 years of experience, he discusses the importance of responsiveness and speed in business, offering actionable insights you can apply today. Whether you're saving for the future, planning adventures, or managing daily finances, this conversation will inspire and inform.
Larry and Jay discuss:
- The significance of understanding and adapting to customer expectations around speed and responsiveness.
- The "Got It Audit": Assessing how long it takes your customers to get what they need.
- The "Fast Pass" concept: Offering expedited services to increase customer satisfaction and revenue.
- The importance of open communication about money, both in personal relationships and business partnerships.
- And more!
Tune in to this episode of Mitlin Money Mindset® with Larry Sprung and discover how to enJOY the journey of financial and entrepreneurial success!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Larry Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Jay Baer:
- jaybaer.com
- Instagram: @jaybaer & @tequilajaybaer
- Facebook: https://www.facebook.com/jaybaer/
- LinkedIn: https://www.linkedin.com/in/jaybaer/
About our Guest:
Jay Baer is a customer experience and digital marketing pioneer, expert, advisor, researcher, and analyst. He has spent nearly 30 years helping the world's most iconic brands gain and keep more customers.
A 7th-generation entrepreneur, Jay has written six best-selling books, and founded five, multi-million dollar companies. Jay is an inductee into the halls of fame for professional speaking and word-of-mouth marketing, and the creator of multiple award-winning podcasts. He is also one of just two people in the world listed as one of the top 30 "Global Gurus" in two different knowledge categories (customer service and internet marketing).
He founded the strategy and analysis firm Convince & Convert and is a board member of Experience Dynamic, a full-stack customer experience services collective. Media outlets like CNBC, NPR, Fox Business, and The Wall Street Journal frequently rely on Jay to comment and contextualize top trends.
His very popular twice-monthly newsletter is at TheBaerFacts.com. Jay loves growing businesses, delivering presentations (in-person or virtual) that audiences love, and plaid suits (meeting planners get to pick which suit he wears). He’s also a licensed tequila sommelier and a certified BBQ judge.
Have you ever wondered what really separates elite hockey programs from your local community team?
Join Larry Sprung as he chats with Matt Dumouchelle, a seasoned media professional, and Assistant General Manager for the Leamington Flyers, who dives into the fascinating world of elite youth hockey academies.
Matt shares insights from researching top hockey programs around the globe, his involvement with The Coaches Site, and the unique journey that led him to become an influential voice in the sport. Whether you're a hockey parent, coach, or enthusiast, you'll uncover valuable strategies for player and personal development.
Larry and Matt discuss:
- The role of collaboration, alignment, and communication in top hockey programs
- Differences between European and North American hockey development models
- The importance of focusing on player development over winning at young ages
- How elite hockey academies create well-rounded individuals beyond just athletes
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Larry Sprung
- Hockey Factories
- Glass and Out Podcast
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Matt Dumouchelle:
- LinkedIn: Matt Dumouchelle
- Instagram: Matt Dumouchelle
- X (Twitter): Matt Dumouchelle
- The Coaches Site: Matt Dumouchelle
About our Guest:
Matt Dumouchelle is the Assistant GM of OJHL's Leamington Flyers, Assistant GM of BioSteel Sports Academy, contributor to The Coaches Site, being best known as the author of the Hockey Factories series.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Did you know that the average household owns 25 different financial instruments?
How many do you have, and do you know how they all fit together?
Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial planning. Follow along to learn how about this tool and how it’s visual representations can simplify complex financial scenarios, uncover hidden assets, and improve communication between you and your advisors.
Larry and Adam discuss:
- Adam's journey from a financial planner to founding Asset-Map
- How visualization can help you understand complex financial plans
- The importance of intentionality in both professional and personal life
- The value of coaching and evolving with different coaching styles
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Larry Sprung
- Asset-Map
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Adam Holt:
- LinkedIn: Adam Holt
About our Guest:
Adam Holt is an ex financial advisor but is known for his early adoption of technology to build Asset-Map, LLC, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide.
Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Curious about the human side of financial planning and how it can transform relationships?
This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors and clients bridge the gap between money and emotions.
Learn how understanding thoughts, emotions, and behaviors around money can lead to better financial health and harmony in relationships.
Larry and Ashley discuss:
- Ashley's transition to financial therapy and the creation of Beyond The Plan
- The importance of integrating the human aspect in financial planning
- Practical tips for couples on how to handle financial disagreements
- The holistic approach to achieving a wealthy marriage beyond just financial aspects
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrance Sprung
- The 80/80 Marriage by Nate Klemp and Kaley Klemp
- The Gottman Institute
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Ashley Quamme:
- LinkedIn: Ashley Quamme
- X (Twitter): Ashley Quamme
- Instagram: Ashley Quamme
- Beyond The Plan
About our Guest:
Ashley Quamme is the owner and founder of Beyond The Plan. She holds a bachelor’s degree in Psychology from Appalachian State University and Masters in Science in Marriage and Family Therapy at Valdosta State University. In addition to her master’s degree, Ashley completed a graduate certificate in Financial Therapy from Kansas State University. Driven by her passion for learning and professional growth, she obtained certifications as a Certified Financial Behavior Specialist® and a Certified Financial Therapist-Practitioner.
With over a decade of experience as a couple’s therapist and the owner of her practice, The Wealthy Marriage, Ashley has gained profound insights into the dynamics of successful relationships. Throughout her career, she has actively engaged in teaching couples, mentoring practitioners, and advising on the essential relational skills necessary for healthy relationships. The Wealthy Marriage serves as a dedicated clinical space where couples and individuals can explore and enhance their connections with money, themselves, and each other.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Do you want to travel more but spend less?
Join Larry as he sits down with Lee Huffman, the mastermind behind BaldThoughts and host of the We Travel There podcast! Lee shares his top travel tips from how to maximize travel rewards to advice for aspiring content creators.
Follow along to learn how Lee transitioned from corporate finance to becoming a travel hacking expert and discover the secrets behind stretching your travel dollars further than you've ever imagined.
Larry and Lee discuss:
- Lee’s background in finance and his journey to becoming a travel ‘guru’
- Travel hacks for beginners, including using dining programs and shopping portals
- Real-life examples of saving big on travel costs
- Lee’s favorite content and advice for aspiring content creators
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Lawrance Sprung
Connect with Larry Sprung:
- LinkedIn: Larry Sprung
- Instagram: Larry Sprung
- Facebook: Larry Sprung
- X (Twitter): Larry Sprung
Connect with Lee Huffman:
- Instagram: Lee Huffman
- LinkedIn: Lee Huffman
- X (Twitter): Lee Huffman
- Bald Thoughts
- We Travel There
About our Guest:
Lee Huffman is the writer behind Bald Thoughts and host of the We Travel There podcast.
Lee loves to write about the latest trends in travel, credit card rewards, and personal finance. It's a passion of is to educate people on how to "win" at the rewards game and achieve financial independence.
Guests on the Mitlin Money Mindset® are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms.
Brian’s firm is known for a unique and comprehensive elder care service called “Life Care Planning” which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention.
He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation.
Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of aging.
You will want to hear this episode if you are interested in... * Learn more about Brian Tully and his law firm [2:42] * What is estate planning? Why is it important? [5:38] * Common misconceptions about estate planning [7:00] * Why the Tully Law Group has a social worker on staff [11:48] * Key documents for estate planning and end-of-life care [17:34] * Get your copy of Financial Planning Made Personal! [21:23] * Some common estate planning mistakes [22:04] * Helping families understand the importance of planning [23:53] * Healthcare proxies and Power of Attorney for young adults [26:38] * Handling guardianship and inheritances for minor children [29:35] * What Brian did today that put him in the right mindset for success [32:56]
Resources & People Mentioned * Get two FREE chapters of Financial Planning Made Personal!
Connect with Brian Tully * The website * On Instagram * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
Danielle Cobo spent 15 years in corporate America working in the medical device industry at a Fortune 500 company. The company she worked for was acquired and the culture changed drastically. She left the company she thought she’d retire with.
Danielle lost her mother unexpectedly and shortly after, the world shut down due to covid. She felt like her life had flipped upside down.
So she started building a brand on LinkedIn. People started reaching out for career coaching and speaking engagements. She took her passion for mentoring, coaching, and speaking and turned it into a business. Her goal? To impact as many lives as possible.
Danielle is now the best-selling author of “Unstoppable Grit” and hosts the globally top-rated podcast, “Unstoppable Grit Podcast with Danielle Cobo.”
Listen in for some great takeaways about Danielle’s journey from Fortune 500 executive to being a best-selling author, podcast host, and entrepreneur.
You will want to hear this episode if you are interested in... * How Danielle got to where she is today [3:05] * What “unstoppable grit” means to Danielle [6:46] * What having an impact looks like for Danielle [10:51] * How to transform your social media feed [13:31] * The Joy and Productivity Journal [16:30] * Why Danielle launched the Unstoppable Grit podcast [17:56] * How adversity helps you internalize grit [20:25] * What Danielle wants readers to take away from her book [24:07] * The signs of emotional burnout and how to overcome it [26:07] * What Danielle hopes people learn from her mother’s story [28:17] * What Danielle did today that brought her JOY [31:24]
Resources & People Mentioned * Get my Joy and Productivity Journal for FREE
Connect with Danielle Cobo * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
Sam Tejada is the President and Founder of LIQUIVIDA®. He’s also a former paramedic firefighter revolutionizing the healthcare industry with his personalized approach to modern wellness.
LIQUIVIDA® is a multi-million dollar company with franchise locations throughout the US. Sam developed the concept, combining his medical background and a deep desire to help others lead healthier, happier lives.
Sam is an expert in transformative wellness services that cater to individual needs, such as IV therapy, weight management, regenerative therapies, hormone replacement therapy, and more.
Sam’s book, “How To Win In Modern Wellness,” is a collaborative effort with the top CEOs and leaders in the wellness industry, educating, enlightening, and empowering medical professionals, aspiring entrepreneurs, and health-conscious consumers about the benefits of preventative therapies.
Listen in for some great takeaways about Sam and his journey helping countless people to live happier, healthier lives.
You will want to hear this episode if you are interested in... * Learn about Sam Tejada and his entrepreneurial spirit [3:08] * How being a firefighter helped Sam start a side hustle [6:07] * Why relationships are the cornerstone of new businesses [8:32] * How Sam discovered the benefits of IV Therapy [10:58] * What is IV therapy? How did Sam learn about it? [12:43] * Get a copy of “Financial Planning Made Personal” today! [16:36] * How to build strong bonds with your customers and competitors [17:16] * Why Sam wrote “How To Win In Modern Wellness" [21:03] * Why people are moving away from traditional medicine [22:33] * Why Sam decided to start franchising LIQUIVIDA® [24:16] * Sam’s advice for those considering the franchise model [27:18] * What Sam did today that put him in the mindset for success [29:35]
Resources & People Mentioned * Get the first two chapters of “Financial Planning Made Personal” for free! * Sam’s book, “How To Win In Modern Wellness” * LIQUIVIDA®
Connect with Sam Tejada * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Shukri Wrights fell in love with the New York Yankees and started listening to sports talk radio at just seven years old.
In 2015, he moved to Boston to pursue his dream to be a sports radio host and broadcaster. He got a chance to host his own sports radio show called “The Shukri Wrights Show.”
In March 2020, he launched a podcast, “The Shukri Wrights podcast.” He’s hosted some of the most notable names in sports media, including Brian Anderson, Dave Sims, and many more.
In 2021, he made Boston Bruins content on Twitter, which led to more opportunities in sports media. Now, he’s a sports radio host, podcast host, broadcaster, and commentator.
Listen in for some great takeaways about Shukri’s journey from loving sports and sports talk radio to being one of the most well-known sports commentators in Boston.
You will want to hear this episode if you are interested in... * Learn all about Shukri Wrights and his love for sports [3:23] * How Shukri became a Bruins fan [8:30] * Launching “The Shukri Wrights Podcast” [12:03] * Get your copy of the The JOY and Productivity Journal [17:39] * Shukri’s life demonstrates the power of taking risks [18:54] * Shukri’s ability to remember sports statistics [32:16] * What Shukri did today that put him in the right mindset for success [34:04] * Who Shukri thinks will win the 2024 Stanley Cup [35:50]
Resources & People Mentioned * Get your copy of the The JOY and Productivity Journal * The Shukri Wrights Podcast
Connect with Shukri Wrights * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Jen Smith is a personal finance expert and the co-host of the top-rated Frugal Friends Podcast. After she graduated from college, she and her husband buckled down and paid off $78,000 of debt in just two years.
They also made extreme lifestyle shifts that she doesn’t recommend anymore. She tried to side-hustle her way out of debt. She stopped spending on almost everything altogether, which wasn’t the answer. Why? Because she was miserable.
She knew she had to find a middle ground between spending frivolously and spending nothing. For the last five years, the “Frugal Friends” podcast has become a journey to find how to get the things you love without going broke.
She’s on a mission to help people spend in alignment with their values, empowering them to live for today while saving for tomorrow. Listen in for some great takeaways about Jen’s journey to eradicate her debt and how she helps others eliminate theirs.
You will want to hear this episode if you are interested in... * Learn more about Jen Smith and her journey [2:15] * Why Jen and her co-host launched Frugal Friends [7:18] * Is being “frugal” the same as being cheap? [10:26] * Frugality = being efficient with time and money [13:19] * Get your copy of “Financial Planning Made Personal” [16:24] * You can value nice things and still be frugal [18:32] * Why finding your own core values is important [20:37] * Budgets are the diets of the financial industry [22:03] * The purpose of Frugal Friends “Bill of the week” [25:37] * Jen’s advice for those interested in podcasting [28:44] * What Jen did today that put her in the mindset for success [30:08]
Resources & People Mentioned * Get your copy of “Financial Planning Made Personal” * The ONE Thing by Gary Keller
Connect with Jen Smith * The website * On Instagram * On Linkedin * On Twitter * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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EJ Snyder is an extreme survivalist, adventurer, and 25-year Army combat vet. But he is most well-known as a Survivalist and the TV Host on the Hit TV Series "Naked And Afraid." He survived 206 Days and NO TAPS! He also hosts Dual Survival and Mountain Masters.
EJ was in the US Army and is a highly decorated Army Combat Veteran with 25 years of military service under his belt, serving Ranger positions in Infantry and Airborne units.
He moved up the ranks quickly, seeing combat in the Gulf War and Operation Iraqi Freedom 2 from 2004 to 2005. EJ earned two Bronze Star Medals, the Legion of Merit, the Order of St. Maurice (Centurion), and over 40 other Medals and decorations while serving the Nation.
Listen in for some great takeaways about EJ’s journey from being a highly decorated army combat vet to one of the most well-known survivalists today to becoming a full-blown entrepreneur.
You will want to hear this episode if you are interested in... * Can you share with our audience a bit about who EJ Snyder is? [3:19] * How EJ put his survival skills to the test on “Naked and Afraid” [6:48] * What EJ wishes the audience knew about Naked and Afraid [7:41] * The experience of filming with a second person [11:14] * EJ’s interest in strength training and self-defense [13:21] * Get a copy of our productivity journal for absolutely free [16:54] * What EJ learned from his 25 years in the army [18:26] * How EJ turned a passion for knives into a venture [20:08] * EJ’s advice for entrepreneurs for website security [24:21] * What motivates EJ to push forward? [27:51] * What EJ did today that put him in the mindset for success? [30:09]
Resources & People Mentioned * Get a copy of our productivity journal for absolutely free * SXB knives
Connect with EJ Snyder * The website * On Instagram * On Twitter * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Kevin Espiritu is the founder and CEO of Epic Gardening. As a self-taught gardener, Espiritu has spent over a decade producing educational gardening content across YouTube, TikTok, Instagram, Facebook, The Beet Podcast, and the Epic Gardening blog.
It was all in service of a simple mission: teach the world to grow. Epic Gardening has amassed over 10 million social media followers, 21 million podcast downloads, and 100 million blog visits.
In 2020, he purchased his first home in San Diego, CA, which was a small 1,000-square-foot home on a 13,000-square-foot lot. This became his home base for experimenting beyond the garden: into energy systems, composting, chicken keeping, canning, preserving, and water capture.
These experiences formed the basis for this book, “Epic Homesteading.” Additionally, Espiritu has authored two other books, Field Guide to Urban Gardening and Grow Bag Gardening. Listen in for some great takeaways about Kevin’s journey from hobby blogger to YouTuber to entrepreneur.
You will want to hear this episode if you are interested in... * Learn more about Kevin Espiritu and Epic Gardening [2:58] * How a self-taught gardener became the “Plant Daddy” [5:06] * What inspired Kevin to launch Epic Gardening? [6:27] * How the pandemic impacted the growth of Epic Gardening [8:45] * Don’t listen to anyone who hasn’t done what they’re talking about [12:08] * Kevin’s advice for content creators looking to grow their audience [16:18] * Get your copy of “Financial Planning Made Personal” [18:08] * How Kevin has changed how he approaches content creation [22:45] * Kevin’s process for hiring and prioritizing who to hire first [26:20] * How Kevin finds inspiration to expand and grow his business [30:24] * What Kevin did today that put him in the right mindset for success [32:44]
Resources & People Mentioned * Get two chapters of “Financial Planning Made Personal” for free!
Connect with Kevin Espiritu * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube * On TikTok
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Preston Holland is the Chief Commercial Officer at FLYING Finance. FLYING Finance is an aviation finance company that helps buyers and fractional owners of airplanes secure traditional or creative financing for personal and private aviation.
Preston has a deep understanding of the aviation industry and a commitment to making dreams take flight. Preston and his team provide tailored financing solutions for the purchase of business jets, piston aircraft, turboprop aircraft, helicopters, and more.
In addition, Preston writes a weekly newsletter called “Learn To Fly Private,” focused on teaching business owners and high net-worth individuals the ways they can fly private.
Before leading FLYING Finance, Preston was COO and second in command for the Private Equity-style roll-up at FLYING Media Group, which acquired 28 Aviation and 10 Marine media brands including FLYING Magazine, aircraftforsale.com, AvBuyer.com, and more.
Listen in for some great takeaways about Preston's journey in the aviation industry, and how his passion for the profession has allowed himself, his team, and his clients soar to new heights.
You will want to hear this episode if you are interested in... * Learn more about Preston Holland and FLYING Finance [3:18] * Why Preston and his team purchased FLYING Magazine [9:20] * Building FLYING Magazine into a multi-media empire [13:27] * FLYING’s master-planned air park community [15:05] * How to get your “Joy and Productivity Journal” [17:54] * Becoming the Chief Commercial Officer of FLYING Finance [21:29] * The biggest misconception about flying private [22:57] * Preston’s biggest tip about flying private [28:30] * What Preston did today that put him in the mindset for success [33:27]
Resources & People Mentioned * FLYING Magazine * AircraftForSale.com * AvBuyer.com * Subscribe: FLYING Finance newsletter
Connect with Preston Holland * The website * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Vincent "Vinny" Chapman is known around the world as “The Dancing Umpire.”
Vinny started umpiring baseball during his sophomore year in high school. As a former player from t-ball to the high school ranks, Vincent's first game as an umpire was a little league game in Atlanta, TX. He viewed umpiring as a way to continue to be part of the game he enjoys so much.
In 2008, he started dancing for fun at youth baseball games in between innings. This earned him "The Dancing Umpire" name. In 2015, a video of Vincent dancing at a game went viral on social media reaching over 12 million views and thousands of shares. Ellen Degeneres uploaded one of his dancing videos on Ellentube increasing his reach even further.
With his unique approach to umpiring continuing to rise in popularity, the Savannah Bananas reached out and offered Vincent an opportunity to be the home plate umpire for the Bananas' games. He jumped at the chance and has been delighting their fans with his charismatic personality and exciting dance moves since February of 2022.
Listen in for some great takeaways about taking something you love and turning it into a career. Vinny is a vital member of the Savannah Bananas team, entertaining people all over the world through the sport of baseball.
You will want to hear this episode if you are interested in... * Learn more about Vincent “Vinny” Chapman [3:31] * How Vinny became the umpire for the Savannah Bananas [4:40] * Why Vinny became “The Dancing Umpire” [6:40] * How Vinny’s dancing video went viral [9:04] * Experiencing the energy of a Savannah Bananas game [12:18] * How to get your copy of “Financial Planning Made Personal” [15:28] * The Savannah Bananas moment that Vinny will never forget [18:07] * What being part of the Savannah Bananas has taught Vinny [22:29] * Vinny’s advice for aspiring umpires [23:53] * How to craft your own path in the world [27:37] * What Vinny did today that put him in the mindset for success [29:03]
Resources & People Mentioned * Get two free chapters of “Financial Planning Made Personal”
Connect with Vincent Chapman * The website * On Instagram * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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The world of wine investment is often seen as an exclusive realm accessible to the affluent and connoisseurs. This perception is changing, thanks in part to Anthony Zhang, the co-founder and CEO of Vinovest.
Vinovest is a revolutionary platform committed to democratizing wine investment by reducing cost—and complexity—for the average investor.
It not only empowers you to tap into the world of wine investment but allows you to savor the taste of exquisite fine wines while providing the opportunity of returning a profit. Imagine sipping on a Bordeaux or Burgundy with the potential to watch your portfolio grow.
At 21, Anthony suffered a devastating injury that left him paralyzed from the neck down. Rather than succumbing to despair, he displayed remarkable grit, steering his first business from the confines of a hospital room.
Against all odds, he scaled and transitioned out of that company—a monumental achievement. He’s used that same mindset to build Vinovest. Listen in for some great takeaways about Anthony’s entrepreneurial journey. His story serves as a reminder that you can overcome any obstacle with the right mindset.
You will want to hear this episode if you are interested in... * Learn more about Anthony Zhang and Vinovest [3:17] * How Anthony’s injury transformed his mindset [7:09] * Why Anthony embraces leads with levity [11:02] * What led Anthony to found Vinovest [12:27] * What is highly-appreciating wine? [16:02] * Get your copy of the “Joy and Productivity Journal” [17:05] * Democratizing the world of fine wine [17:51] * Why they branched out into whiskey lots [23:20] * What level of investment are you looking at? [25:44] * What Anthony did today that put him in the mindset for success [31:00]
Resources & People Mentioned * Episode #6: Behind the Counter with Andy Lamba * Episode #104: WhiskyCast * Episode #139: G.R.I.T with Austin Hatch * Get a Free copy of our JOY and Productivity Journal
Connect with Anthony Zhang * Email at Anthony(at)Vinovest.co * The website * On Twitter
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Aaron Volpatti is an Author, Cognitive Performance and Injury Coach, Speaker, retired NHL player, and burn survivor. He is a pioneer in Cinematic Visualization and performance mindset.
After a horrific campfire accident in 2005, Aaron was airlifted to Vancouver General Hospital. He suffered second and third-degree burns to 40% of his body and was told his hockey career was over. He faced insurmountable odds.
After several surgeries and a gruesome recovery, he returned to the ice four months after his injury and signed with the Vancouver Canucks five years later. In his 5th season with the Washington Capitals, Aaron was hit from behind and underwent a spinal fusion surgery that forced him to retire.
His successes wouldn’t have been possible without the powerful visualization practice he developed. He wrote his own story and visualized it every day. This practice has taken him to the highest level in professional sports—and saved his life.
Listen in for some great takeaways about facing adversity and how important your mindset is to your success.
You will want to hear this episode if you are interested in... * Summoning the strength to pursue his dreams after a horrific injury [4:55] * Learning about cinematic mind-mapping visualization [15:02] * Get your copy of “Financial Planning Made Personal” [19:49] * What compelled Aaron to major in human biology? [20:30] * Aaron’s advice for navigating life after hockey [22:44] * Why Aaron wrote, “Fighter: Defying The NHL Odds” [25:20] * Aaron’s advice for young hockey players and their parents [27:47] * How can we continue to help the hockey culture evolve? [31:50] * What Aaron did today that put him in the right mindset for success [34:16]
Resources & People Mentioned * Get your copy of “Financial Planning Made Personal” * Life After the NHL with Cody Bass, Episode #89 * Matterhorn Fit with Ryan Vesce, Episode #118 * UMass Transfer to NHL Reporter with Jonny Lazarus, Episode #154 * Fleury 14, Episode #63 * Aaron’s book: “Fighter: Defying The NHL Odds”
Connect with Aaron Volpatti * The website * On Instagram * On Twitter
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Josh Brown is the co-founder and CEO of Ritholtz Wealth Management. Before that, he was a stockbroker. As a stockbroker, he learned how to sell, how to handle rejection, and everything not to do with your money.
When he realized that everything he’d done in his 10 years as a stockbroker wasn’t helping his clients (nor doing anything for his career), it was an epiphany. He changed his profession so he could help clients. So he shifted from being a commission-based broker to a fee-based financial advisor.
He met Barry Ritholtz through his financial blog, “The Reformed Broker.” Eventually, they partnered and formed Ritholtz Wealth Management. They started with $60 million in AUM in September 2013 and they’ve grown to over $4.3 billion with 65 employees in 15 cities.
Listen in for some great takeaways from Josh’s journey within financial services and how he’s used content creation to grow his brand.
You will want to hear this episode if you are interested in... * Learn more about Josh Brown and Ritholtz Wealth Management [2:45] * Learn about Josh’s first movie, “This Is Not Financial Advice” [6:20] * Why Josh transition to a fee-based financial advisor [8:14] * Josh’s goal when he became the “Reformed Broker" on Twitter [12:03] * How Josh’s blog post “How I Invest My Money” became a book [16:30] * Get your copy of “Financial Planning Made Personal” today! [21:28] * Why it’s important that what you invest in brings you JOY [22:10] * Learning more about the “FutureProof” Festival and it’s goal [26:45] * The power of walking away and stepping into the next thing [30:46] * Why Josh is investing his time in content creation on YouTube [34:40] * What Josh did today that put him in the right mindset for success [37:21]
Resources & People Mentioned * Get your copy of “Financial Planning Made Personal” today! * “This is Not Financial Advice” on Apple TV * Josh’s book: “How I Invest my Money” * Long Island Cares * The FutureProof Festival * Ritholtz Wealth * Subscribe to Josh’s blog
Connect with Josh Brown * The website * On Instagram * On Twitter * On Linkedin * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Daniel Carcillo, known as "Car Bomb" during his professional ice hockey career, is a former NHL player turned mental health advocate and entrepreneur. Carcillo's journey has taken him from the rink to a powerful voice for mental health awareness and player safety.
Dan’s hockey career spanned 10 seasons, during which he played for the Philadelphia Flyers, Chicago Blackhawks, and New York Rangers. Known for his gritty playing style and physicality, he played a crucial role in the Chicago Blackhawks' 2013 and 2015 Stanley Cup championship victories, showcasing his versatility as both an enforcer and a skilled player.
Following his retirement from professional hockey, Carcillo embarked on a new mission to bring attention to the mental health challenges faced by athletes, particularly in the hockey community after suffering from concussion-related symptoms.
Through working with foundations like No Fallen Heroes, he has worked tirelessly to provide resources, education, and support for individuals navigating mental health challenges, including athletes and veterans.
Carcillo has been a prominent figure in speaking out against the toxic culture within professional hockey. His courage in sharing his own struggles has ignited conversations and spurred positive changes within the sport.
Listen in for some great takeaways about Dan's journey from hockey enforcer to mental health advocate and his burning passion for creating positive change while trying to create a supportive environment within the world of sports.
You will want to hear this episode if you are interested in... * Learn who Daniel Carcillo is (and what he’s passionate about) [3:54] * Daniel’s experience playing in the NHL [9:05] * Why Daniel stepped forward to address brain health [12:13] * The abuse Daniel endured during his Junior hockey days [17:05] * Get your copy of “Financial Planning Made Personal” [19:59] * What Daniel wishes young men suffering abuse knew [23:54] * How do we get more young people to be upstanders? [27:23] * What Daniel thinks the future of hockey looks like [31:17] * What Daniel did today that put him in the mindset for success [33:10]
Resources & People Mentioned * Get “Financial Planning Made Personal” on sale * Psychedelic Medicine Coalition * Healing Realty Trust * No Fallen Heroes Foundation
Connect with Daniel Carcillo * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Blaine Anderson is the founder and CEO of Dating By Blaine, an online dating coaching and matchmaking service for men.
Blaine has served nearly 3,000 happy clients and built a multi-seven figure business in just 3 years, almost entirely organically through her Instagram, where she reaches over 5 million unique men each month.
Blaine loves to help fellow creators, entrepreneurs, and business leaders grow their organic reach and revenue online. Listen in for some great takeaways from Blaine’s journey. She shares how you, too, can launch a successful business.
You will want to hear this episode if you are interested in... * Learn more about Blaine Anderson and Dating by Blaine [2:33] * How Blaine’s journey on Shark Tank ended [8:40] * The tip that has resonated with the most people [13:10] * What Blaine has learned since she started coaching [14:52] * Get your copy of “Financial Planning Made Personal” [15:51 * Why Blaine’s Instagram videos resonate [16:37] * Blaine’s advice for someone skeptical about hiring a coach [18:45] * How to take your passion and generate revenue [22:25] * Blaine’s tips for those in a long-term relationship [25:08] * What Blaine did today that put her in the mindset for success [27:25]
Resources & People Mentioned * CocoVinny, Episode #93 * Creating Superfans with Brittany Hodak, Episode #153 * Get your copy of “Financial Planning Made Personal”
Connect with Blaine Anderson * The website * On Instagram * On Twitter * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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In 2016, John Cronin was attending his last year of high school. Like every high school senior, he was trying to figure out what came next. John is a natural entrepreneur. He wanted to start a business with his dad. But what were they going to do?
John thought about opening a food truck. But they ran into a problem: neither of them could cook. But then John had a “Eureka!” moment. They decided to sell crazy socks. Why socks? Because they’re fun, colorful, and John loved them. If John loved them that much, they realized they could find other people who loved them, too.
John is not only an entrepreneur, but he also has Down syndrome. Every day, John and his father, Mark, show what people with differing abilities can do. More than half of their colleagues have a differing ability. John’s Crazy Socks is a social enterprise with a mission to spread happiness.
Listen in for some great takeaways about the entrepreneurial journey of a father and son who are paving the way for those with different abilities. They’re making a huge impact while spreading happiness everywhere they go.
You will want to hear this episode if you are interested in... * Learn more about Mark and John Cronin [3:03] * How did John’s Crazy Socks come to be? [6:22] * John’s favorite pair of socks [9:50] * What it felt like to launch a business with each other [10:59] * Why they’re passionate about the Special Olympics [12:45] * Learn more about World Down Syndrome Day [14:36] * Get your copy of “Financial Planning Made Personal” [16:27] * Why they promote World Down Syndrome Day [17:05] * Why it’s important to hire people with differing abilities [18:47] * John’s favorite story of someone who’s worn their socks [22:01] * How to create a business with a strong social mission [24:56] * What John did today that put him in the mindset for success [27:39]
Resources & People Mentioned * Grab your copy of “Financial Planning Made Personal” * Sign up for Paula’s Newsletter * Get the Afford Anything Podcast Show Notes * The Knowledge Project Podcast * The Everywhereist
Connect with Paula Pant * The website * On Instagram * On Twitter * On Linkedin * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Paula Pant graduated college having no idea that self-employment and entrepreneurship were an option. She got a job as a newspaper reporter for a small paper in Colorado. She started going to journalism conferences that covered print, radio, television, and freelancing.
She dipped into some of the freelancing sessions. That’s when she learned she could be self-employed. She worked at the newspaper for three years and wrote freelance articles in the evenings/weekends. She made far more as a freelance journalist.
She left the newspaper and became a full-time freelancer. Then she decided to build out Afford Anything, which started as a blog and newsletter before becoming a podcast.
Paula’s podcast is now an award-winning show with more than 28 million downloads. It was named by the New York Times as one of “7 Podcasts Your Wallet Will Love.”
In this episode, she shares why her podcast has seen so much success, how you can learn to think differently about financial decisions, and why the notion of traditional retirement is antiquated.
You will want to hear this episode if you are interested in... * Paula’s transition from newspaper journalist to self-employment [2:41] * Where the idea for the Afford Anything podcast came from [5:20] * Why Paula believes her podcast is so successful [10:35] * Why people believe that money is the root of all evil [13:56] * How to grab your copy of “Financial Planning Made Personal” [17:20] * How can those working to expand their reach improve their storytelling? [18:17] * Breaking away from conventional wisdom on financial independence [23:10] * Why travel should be a community-based endeavor [27:03] * What Paula did today that put her in the mindset for success [31:23]
Resources & People Mentioned * Grab your copy of “Financial Planning Made Personal” * Sign up for Paula’s Newsletter * Get the Afford Anything Podcast Show Notes * The Knowledge Project Podcast * The Everywhereist
Connect with Paula Pant * The website * On Instagram * On Twitter * On Linkedin * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Ryan is the Founder and CEO of Deviate. He’s an expert facilitator with a gift for bringing out the best in people. Currently, he is the performance coach for high-capacity leaders around the world. He and his team have helped organizations rebound from turmoil, scale start-ups, and build cultures for locker rooms, corporations, and world tours.
He’s coached executives, rock bands, athletic coaches, and professional athletes and advised a successful foreign presidential campaign.
Ryan delivers life-altering coaching and experiences in partnership with the National Football League (NFL). To date, Ryan has coached club executives and their senior leadership teams from over half of the NFL and the league itself, including the New York Jets.
Listen in for some great takeaways about the benefits of becoming a better leader and the impact it can have on your company, your career, and your life.
You will want to hear this episode if you are interested in... * Learn more about Ryan Blanck and Deviate [2:33] * Why the tagline “off track on purpose?” [7:48] * Why empathy is the most important leadership skill [8:52] * What “You teach people how to treat you” means [12:56] * Get your copy of “Financial Planning Made Personal” [19:00] * How Ryan started working with the NY Jets [19:40] * How communication skills help businesses last [23:40] * The difference between a stretch goal and a strain goal [26:53] * Ryan’s America's Funniest Home Videos prank [31:35] * What Ryan did today that put him in the right mindset for success [33:46]
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Glenn Lundy is the President and CEO of the 800% Elite Automotive Club. Glenn Lundy trains dealership owners and general managers how to transform their company culture to supercharge the effectiveness of their dealerships.
By doing this, the lives of their employees are positively impacted and they set themselves up for sustainable lifetime success.
He has dedicated the past 25 years of his life to the automotive industry and has built a reputation as a respected professional in the field.
As an author, Glenn has written several books sharing his knowledge and expertise to help people unlock their full potential.
He is a sought-after motivational speaker, using his experiences to inspire and encourage others to achieve their goals.
He also hosts a daily morning show called “The 800% Club,” where he shares his insights and knowledge to help people all around the world “Unlock Their Full Potential.”
Listen in for some great takeaways about Glenn’s transformation from car salesman to successful entrepreneur and his mission to help others do the same.
You will want to hear this episode if you are interested in... * Learn more about Glenn Lundy and the 800% Elite Automotive Club [2:52] * The transformation from car salesman to successful entrepreneur [6:30] * Celebrate the behaviors you want to see more of [11:05] * Get your copy of Financial Planning Made Personal! [16:16] * Why Glenn always pairs gratitude with goal-setting [16:55] * Use the phrase “Act As If’ when you create an AI prompt [19:00] * Why Glenn founded the 800% Elite Automotive Club [23:28] * Why Glenn replaced the word “spend” with “invest” [29:27] * What Glenn did today that put him in the right mindset for success [33:56]
Resources & People Mentioned * Get your copy of Financial Planning Made Personal! * Blue Ocean Strategy by W. Chan Kim and Renee Mauborgne * Glenn’s FREE eBook: The Morning Five
Connect with Glenn Lundy * The website * On Instagram * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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After more than a decade of researching humor—and applying it in his own life—Paul Osincup realized it was powerful. Paul became interested in the use of humor to influence, lead, decrease stress, and boost resilience.
There’s a lot written about how good humor is for us. There are so many ways to apply the principles of comedy with positive psychology and neuroscience. But no one tells you how to develop your sense of humor. No one tells you that you can rewire your brain to see the humor in life.
That’s why Paul is on a global mission for workplace happiness that has provided him the opportunity to work with hundreds of organizations including Google, The U.S. Army, and the Harvard Kennedy School of Leadership.
Listen in for some great takeaways about how humor and laughter can help your company meet and exceed its business goals.
You will want to hear this episode if you are interested in... * Learn all about Paul Osincup [2:44] * What is a Humor Strategist? [5:20] * Injecting humor into presentations [9:09] * Why “Leading with laughter” is critical [11:08] * How to balance being credible and comical [12:40] * Why you shouldn’t take yourself too seriously [14:53] * Grab a copy of “Financial Planning Made Personal” [18:04] * What are the benefits of laughter? [18:46] * Why Paul wrote “The Humor Habit” [21:31] * How to implement humor in your life [23:10] * Life is too important to take seriously [25:14] * What Paul did today that put him in the mindset for success [28:51]
Resources & People Mentioned * Grab a copy of “Financial Planning Made Personal” * The Top Five Regrets of the Dying * Paul’s book, “The Humor Habit”
Connect with Paul Osincup * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Consumer fraud is an issue that’s run rampant for too long. And when it impacts the elderly, it’s heartbreaking. Kathy Stokes—the Director of Fraud Prevention Programs with AARP—is passionate about educating older adults on the risks that fraud represents to their financial security.
Since 2019, she and her team have vastly expanded AARP’s leadership in this space, including the creation of a new victim support program, a multi-year campaign to end the use of gift cards in fraud, and the formation of a national effort to fundamentally transform how our country addresses consumer fraud.
Listen in to learn more about Kathy’s mission to eradicate fraud by educating older adults on what to look out for—and avoid—to protect their financial security.
You will want to hear this episode if you are interested in... * Learn more about Kathy Stokes [2:55] * How Kathy became the head of AARP’s Fraud Watch Network [5:22] * The mission of AARP’s Fraud Watch Network [6:44] * What is financial crime? [9:07] * Why isn’t financial crime taken seriously? [12:12] * Check out “Financial Planning Made Personal” [13:50] * How to protect yourself from financial scams [14:26] * Should you use a monitoring service? [18:01] * The sad tale of a romance scam 19:10] * Why the language we use matters [25:01] * Changing the narrative: Fraud victims are crime victims [27:09] * What Kathy did today that put her in the right mindset for success [33:56]
Resources & People Mentioned * AARP Fraud Watch Network Helpline: 877-908-3360 * Blame and Shame in the Context of Financial Fraud * Check out “Financial Planning Made Personal” * IRS Phone Scam, Episode #94
Connect with Kathy Stokes * The website * On Twitter * On Linkedin * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Nick Gray is an entrepreneur and best-selling author who started and sold—not one—but two successful companies: Flight Display Systems and Museum Hack. Over 75,000 people have watched his TEDx talk about why he hates most museums.
He’s also the author of “The 2-Hour Cocktail Party, a step-by-step handbook” that teaches you how to build big relationships by hosting small gatherings.
He’s been featured in The New York Times, The Wall Street Journal, and New York Magazine called him a host of “culturally significant parties.”
Listen in for some great takeaways about Nick’s journey of building and selling successful companies and using his love of cocktail parties to help make friends and grow businesses.
You will want to hear this episode if you are interested in... * Learn more about entrepreneur Nick Gray [2:25] * How Nick become the Founder of “Museum Hack” [3:58] * Successfully growing and selling Museum Hack [6:09] * Learn to “hook” your audience in just three seconds [11:05] * Learn more about Nick’s book, "The 2-Hour Cocktail Party” [15:43] * Check out our book, “Financial Planning Made Personal” [17:37] * Can you share why you wrote the book and what its message is? * How someone who sucks at networking becomes the life of the party [19:53] * How can growing your network of “loose connections” help you succeed? [23:42] * What hosting a 2-hour cocktail party entails [26:00] * Renting an entire indoor waterpark for his 40th birthday [31:33] * What Nick did today that put him in the right mindset for success [32:48]
Resources & People Mentioned * Check out our book, “Financial Planning Made Personal” * Nick’s Book, “The 2-Hour Cocktail Party: How to Build Big Relationships with Small Gatherings” * Museum Hack
Connect with Nick Gray * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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How do you unlock peak performance? Dr. Cassidy Preston believes that the foundation for performance needs to be mindset.
That’s why Dr. Cassidy founded Mental Performance Coach at CEP Mindset. He is dedicated to optimizing the mindsets of elite athletes and high-performers.
His priority is to connect and understand each client and the unique challenge(s) they are facing. From there, he creates practical and personalized strategies that deliver repeatable and reliable results.
He is the guide behind the scenes, helping high performers gain a mental edge over their competition. His clients range from professional athletes to surgeons, hedge fund managers, and CEOs. He’s built one of the largest mental performance coaching firms in the world.
Today we get to pull back the curtain and learn the principles and strategies that the best athletes in the world use to optimize their mindset. Listen in for some great takeaways about the benefits of working on the most precious part of your body: your mind.
You will want to hear this episode if you are interested in... * Learn more about Dr. Cassidy Preston [2:41] * Why is mindset so important? [4:57] * What sports parents need to know [9:18] * Dr. Cassidy’s 3 steps to winning the mental game [14:49] * Get a copy of “Financial Planning Made Personal” [17:17] * How to stop obsessing over results [17:51] * Using the “Me vs. Me” mentality to succeed [23:00] * Leverage breathwork to manage your mental state [25:05] * Why Dr. Cassidy developed the Mental Toughness Playbook [27:10] * What is the “Overthinking Paradox?” [29:12] * What Dr. Cassidy did today that put him in the mindset for success [33:00]
Resources & People Mentioned * Get a copy of “Financial Planning Made Personal” * The Gap and the Gain by Dan Sullivan * Dr. Cassidy’s book, “Mindset First” * CEP Mindset
Connect with Dr. Cassidy Preston * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Have you ever thought about writing a book? Are you one of the people who says “I have a book inside me” but never takes the leap? Lauren Cobello is a renowned TV personality, author, and prominent figure in the world of public relations.
Lauren took her personal triumph of overcoming debt and built a brand through a website and social media. She garnered numerous media appearances on the TODAY show, GMA, Dr. Oz, Rachael Ray, and hundreds of other TV shows.
She leveraged those media appearances and social media followings to land a book deal with a large publisher. Then she founded Leverage with Media PR to help others do the same thing.
Listen in to learn why a book is the new business card and how Lauren can help you utilize it to become a household name—increasing your credibility and visibility for you and your business.
You will want to hear this episode if you are interested in... * Learn more about Laren Cobello and Leverage with Media PR [3:10] * How Lauren became a regular on the Rachael Ray Show [5:28] * Why Lauren launched Leverage With Media [8:22] * Why a book is the new business card [10:49] * Lauren’s advice for someone writing a book [13:10] * The difference between a book and a pamphlet [16:30] * Get a copy of “Financial Planning Made Personal” [18:13] * How to get your message out into the media [18:51] * What can you do to get camera-ready? [23:42] * Why Lauren downsized her home (and the impact it made) [27:04] * Who Lauren is rooting for to win the Stanley Cup [30:22] * What Lauren did today that put her in the mindset for success [33:14]
Resources & People Mentioned * I Am That Lady Website * Get a copy of “Financial Planning Made Personal” * Stopping the Glass Ceiling with Manon Rhéaume, Episode #25
Connect with Lauren Cobello * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Emily Jaenson is a keynote speaker, podcast host, author, and co-founder of the Assist Group.
Emily has been called a next-level motivator and inspirational leader. She lives up to her motto, “Be so good they won’t forget you!”
Emily grew up in a small town with amazing parents but wanted more excitement. The person she was couldn’t reach the goals she had for herself. She needed to become a more confident person. So she was intentional about putting herself in uncomfortable situations to experience the growth she wanted.
Emily’s wildly successful TEDx talk, “Six Tips for Building Your Confidence,” which garnered 3 million views in one year, covers some of the strategies she used to boost her own confidence. Listen in for some great takeaways about leadership for the next generation and how confidence can play a role in your success.
You will want to hear this episode if you are interested in... * Learn more about Emily Jaenson [3:01] * What it’s like to present a TEDx Talk [7:01] * Why confidence is key to success [13:38] * Check out “Financial Planning Made Personal” [15:58] * The 6 behaviors to increase your confidence [16:41] * Be so good they won’t forget you [28:39] * The first female in Triple-A baseball to hold the GM role [30:55] * What Emily did today that put her in the mindset for success [35:06]
Resources & People Mentioned * Check out “Financial Planning Made Personal” * Leadership is Female * Emily’s TEDx talk: 6 Tips for Building Your Confidence
Connect with Emily Jaenson * The website * On Instagram * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Samantha Allen—the Senior Vice President of Digital Marketing at Carson Group—is a rockstar when it comes to digital marketing. She was recently recognized by WealthManagement.com as a rising star. She is part of our team at Carson Group and leads the integrated channel team.
That means she is responsible for events, digital marketing, and public relations. She sets and supports strategy and execution for brand growth, consumer lead generation, advisor recruitment, M&A, and industry thought leadership.
Samantha is a self-proclaimed nerd and expert in all things digital marketing. Listen in for some great takeaways about the latest marketing trends, the AI landscape, and the tech platform she helped build to measure analytics and data—something all businesses need to do.
You will want to hear this episode if you are interested in... * Learn more about Samantha Allen [2:23] * What is the “The Digital Debrief?” [6:38] * The Marketing Monitor: Why analytics is essential [8:50] * How AI is changing the digital landscape [14:08] * Samantha’s advice for young professionals as new parents [18:02] * Check out Financial Planning Made Easy [19:44] * There’s no place for sexism in marketing [20:33] * The 2023 women in wealth management report [23:32] * How Excell Represent is making an impact [28:38] * The best way to be an ally for women [32:21] * What Samantha did today that brought her joy [35:43]
Resources & People Mentioned * Excell Represent Conference * The Digital Debrief Newsletter * The 2023 Women in Wealth Management Report
Connect with Samantha Allen * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Dr. Margaret Robinson Rutherford is a clinical psychologist with thirty years of experience, an author, a TEDx speaker, and a podcast host. Dr. Margaret is known for her vibrantly engaging and theoretically well-crafted presentations.
Her passionate message is that healthy mental and emotional lives can be created through becoming more transparent with one another. Sharing who you really are with those you trust is a huge step toward connection and good mental health.
Margaret is challenging the mental health profession to question their overreliance on the official symptom checklist for diagnosis. Instead, we need to create normalcy around suicidal feelings, listen to each person’s actual experience of their life, and respond with safety and compassion, rather than stigmatizing this very real and excruciatingly painful part of human existence.
She’s also known for her book, “Perfectly Hidden Depression: How to Break Free from the Perfectionism That Masks Your Depression,” and her highly popular podcast, The SelfWork Podcast. It has been continuously rated as one of the best podcasts for mental health and depression.
Listen in for some great takeaways on how we can reduce the stigma around mental health and suicide to help everyone.
You will want to hear this episode if you are interested in... * Learn more about Dr. Margaret Rutherford [3:02] * Why Dr. Margaret became a therapist [6:29] * What is perfectly hidden depression? [11:31] * Check out our book “Financial Planning Made Personal” [14:14] * Why striving for perfection can be dangerous [14:53] * How Dr. Margaret got a TEDx Talk [16:45] * Why you should listen to Dr. Margaret’s podcast [19:34] * What is “phubbing?” Why does it damage relationships? [23:40] * Dr. Margaret’s tips for empty-nesters [24:58] * How to care for your mental health [28:03] * What Dr. Margaret did today that put her in the mindset for success [31:31]
Resources & People Mentioned * Financial Planning Made Personal * Dr. Margaret’s TEDx Talk * The SelfWork Podcast * The Perfectly Hidden Depressed Person: Are You One? * Dr. Margaret’s book: Perfectly Hidden Depression * I Don't Want to Talk About It by Terrence Real
Connect with Dr. Margaret Rutherford * The website * On Instagram * On Linkedin * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
Caroline Gaynor is the Vice President, Relationship Director, and Investment Specialist at Avantis Investors®. She is passionate about serving the advisor community.
She has more than 17 years of experience in financial services and is a sought-after public speaker. Her stories and presentations draw from ongoing volunteer work as a sighted guide for blind and visually impaired athletes.
Caroline is an accomplished endurance athlete who has been competing in triathlons for over two decades. Caroline devotes much of her free time to guiding blind and visually impaired triathletes through Ironman triathlons.
Caroline shares what she’s learned as a triathlete guide and how it’s impacted her personally in this episode of Mitlin Money Mindset®.
You will want to hear this episode if you are interested in... * Learn more about Caroline Gaynor and her passion for sports [3:03] * How sports have shaped Caroline’s life [5:06] * Why Caroline decided to run her first triathlon/Ironman [7:43] * Why Caroline became a triathlon guide in 2008 [12:36] * Check out our book “Financial Planning Made Personal” [17:19] * How they identify the athlete they pair you with [19:04] * What Caroline has learned from the athletes she guides [20:55] * How Caroline got involved in the world of finance [23:39] * How can we get more women in the finance profession? [29:29] * What Caroline did today that put her in the right mindset for success [33:00]
Resources & People Mentioned * Financial Planning Made Personal * Achilles International * Excell Represent * American Century Investments®
Connect with Caroline Gaynor * The website * On Linkedin * On Instagram * On Twitter
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Bonnie Treichel is a nationally recognized retirement plan expert, speaker, and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry.
Bonnie wanted a scalable way for advisors to work with small business owners who want to offer retirement plans for their employees. It’s expensive to get access to an ERISA attorney. So Bonnie created a model so advisors could have affordable access through a consulting firm: Endeavor Retirement.
Bonnie works to make retirement legislation easy to understand. She keeps advisors up-to-date on the rules and regulations through webinars, presentations, and consultations. The result? Advisors and consultants help more people access retirement savings.
Listen in for some great takeaways about creating a retirement plan for you and your employees that will be compliant—and help them work toward their goals.
You will want to hear this episode if you are interested in... * Learn more about Bonnie Treichel [3:09] * Why Bonnie decided to start her own business [4:51] * Bonnie is passionate about helping people save for retirement [7:21] * Why it’s important to understand what a fiduciary is [10:45] * Steps to take to get on the best path for retirement [15:12] * Check out our book “Financial Planning Made Personal” [19:16] * How to manage your retirement accounts once retired [20:01] * Understand The SECURE Act and The SECURE Act 2.0 [23:29] * Bonnie’s advice for small business owners and state retirement plans [29:06] * The challenges business owners might face running retirement plans [32:55] * What Bonnie did today that put her in the right mindset for success [35:29]
Resources & People Mentioned * Financial Planning Made Personal * SECURE 2.0 Act
Connect with Bonnie Treichel * The website * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
When Jim Gale was 19, his college wrestling coach asked everyone to write down their goals. Jim wrote down his goals based on what he’d learned from Dennis Waitley in his book, “The Psychology of Winning: Ten Qualities of a Total Winner.”
Jim wanted to be a three-time All-American wrestler and a national champion. Jim had experienced the feeling of living with those goals. He knew he’d achieve them. Four years later, he was a four-time All-American wrestler and a national champion inducted into the hall of fame.
After college, Jim traveled the world, spending the entire time writing and researching what was possible for his future. Jim decided he wanted to retire in three years. He went to work for a mortgage company at 100% commission. He jumped from company to company. But something was missing.
So Jim started his own company and did $1.3 billion in gross revenue in 3.5 years. He got sick of the industry and bought a boat. After indulging in a year of oceanic bliss aboard his boat, Jim's path led him to Costa Rica, where he discovered permaculture and realized its potential to revolutionize our lives.
Bill Mollison, one of the founders of permaculture, said “Though the problems of our world are increasingly complex, the solutions remain embarrassingly simple.” Jim became obsessed with asking the question, “How do we change the world? How do we help the world learn to use their resources wisely?”
With a vision to bring permaculture to every household on the planet, Jim founded Food Forest Abundance. They empower individuals to create their own self-sustaining ecosystems through innovative techniques and a commitment to education. Food Forest Abundance is redefining the way we grow and consume food. Listen in for some great takeaways about creating and living a sustainable life by design.
You will want to hear this episode if you are interested in... * Learn more about Jim Gale and Food Forest Abundance [3:54] * What is a Food Forest? [11:31] * Why grow a food forest instead of a traditional garden [12:33] * How a food forest would be different in Minnesota versus Florida [15:39] * Check out our book, “Financial Planning Made Personal” [18:05] * How would the adoption of permaculture change modern farming? [18:50] * Why Jim and his wife created Galt's Landing in Florida [21:50] * How Jim seeks to inspire more people to consider off-grid living [24:52] * How meditation has transformed Jim’s life? [25:56] * How can you begin to make an impact? [28:48] * What Jim did today that brought him joy [33:06]
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Philip Taylor is a CPA, writer, entrepreneur, and founder of FinCon. Philip—also known as “PT”—founded and launched FinCon in 2011. FinCon is an annual conference and trade show for content creators and brands in personal finance.
The conference caters to attendees as well as exhibits and sponsorships. Those who attend are primarily personal finance creators and brands. In less than 10 years, this event grew from nothing to almost 3,000 attendees and $1.6 million in revenue. I’m honored to attend this event and sit on a panel for the 2023 conference.
has been quoted and featured in multiple media outlets including The New York Times, The Washington Post, Forbes, Fox Business, and more. Listen in for some great takeaways about creating content, an abundance mindset, and being a successful entrepreneur.
You will want to hear this episode if you are interested in... * Learn more about Philip Tyler (PT) [2:31] * FinCon: “Where Money and Media Meet” [6:30] * Why FinCon has become a strong community [11:51] * The evolution of FinCon over the years [14:13] * How to get a copy of “Financial Planning Made Personal” [16:02] * Philip’s advice for content creators in the financial space [16:40] * The NerdWallet model of monetizing content [22:04] * Why an abundance mindset is important in tackling financial literacy [24:51] * Philips #1 tip to improve your golf game [28:23] * What Philip did today that put him in the right mindset for success [29:40]
Resources & People Mentioned * Get a copy of “Financial Planning Made Personal”
Connect with Philip Taylor * The website * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Greg Antonelle spent twenty years in the staffing/executive recruiting industry before becoming fully immersed in the travel industry. He and his wife Elyssa started MickeyTravels, LLC in January 2011. MickeyTravels was initially born out of his wife's passion for Disney.
Greg started MickeyBlog.com five years ago to be the marketing arm of MickeyTravels. It has grown into a leading Disney blog and the engine for their travel business. In 2019, they took the plunge and moved to Florida. They now live a few miles behind Magic Kingdom and see the fireworks nightly from their backyard.
Moving to Florida allowed them to rapidly grow their business. They are now the only travel agency in the world that is Diamond EarMarked, Disney-Only (they only book Disney vacations), and 100% Free. They never charge clients any fees. Instead, they get paid directly by Disney. Listen in for some great takeaways about building a business around something you’re passionate about.
You will want to hear this episode if you are interested in... * Learn more about Greg Antonelle and MickeyTravels [3:35] * Earning the DIAMOND EarMarked status by Disney Destinations [8:42] * Greg’s tips to work successfully with your spouse [11:47] * How to get a copy of “Financial Planning Made Personal” [14:58] * How to fuel business growth through content creation [15:37] * Why you should work with a Disney travel agent [21:28] * The biggest mistake Disney travelers make [23:49] * Greg’s most magical Disney experience [26:36] * What Greg did today that put him in the right mindset for success [28:52]
Resources & People Mentioned * Get a copy of “Financial Planning Made Personal” * The Vascular Birthmarks Foundation * The Mickey Blog
Connect with Greg Antonelle * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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What story are you telling yourself about your life? What do you want your life to look like? What are your dreams? How can you make those dreams happen?
Adam Coelho (kway-yo) is the host of The Mindful FIRE Podcast, a show about crafting a life you love and making work optional using mindfulness, envisioning, and financial independence.
Adam believes crafting a life you love starts with answering the question "What do I truly want?" and helps people answer it so they can start living the life they dream of right now.
His insight is born from personal experience. He nearly lost his dream job at Google. Adam put his brain’s power to work and overcame the challenge to stay at Google and experience great success.
For the last 13 years Adam has worked in sales at Google, where in addition to his core role, he’s taught mindfulness, envisioning, and emotional intelligence to over 2,500 Googlers around the world.
Listen in for some great takeaways from Adam’s journey to realizing his own challenges, overcoming them, and helping thousands of others do the same.
You will want to hear this episode if you are interested in... * Learn more about Adam Coelho [2:38] * What Adam learned from 12 years at Google [3:40] * Why Adam started the Mindfulness FIRE podcast [10:02] * How do you begin crafting the life you desire? [15:05] * Mindfulness exercise to start today [16:17] * Check out “Financial Planning Made Personal” [17:15] * Challenges people face with mindfulness [20:11] * How to integrate mindfulness into your busy life [22:56] * The potential impact of mindfulness [26:21] * What Adam did today that put him in the mindset for success [29:18]
Resources & People Mentioned * FREE Envisioning Guide * Check out my new book: “Financial Planning Made Personal”
Connect with Adam Coelho * The website * On Instagram * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Jenn Drummond is a Mom of 7, a successful business owner, and a World Record holder. As the first woman to climb the second highest summits on each of the 7 continents, she now spends her time inspiring others to create a thriving business and lasting legacy of their own.
Jenn Drummond achieved business success as the founder and CEO of a thriving financial services company. Her move to Park City, Utah, with her kids fed her family’s passion for everything outdoors, from hiking and biking to skiing and mountain climbing.
But on a snowy evening in 2018, Jenn’s life was knocked off its tracks. She was in a horrific car accident that brought her inches from death. In the aftermath of that brush with death, it became crystal clear to Jenn that while she can't control when she dies, she can control how she lives.
She now spends her time inspiring others to live a life of significance. Her book “BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals,” shares her story and strategies for success.
Listen in for some great takeaways about how becoming crystal clear about what you want in life can help you refocus, find success, achieve joy, and be breakproof.
You will want to hear this episode if you are interested in... * Learning who Jenn Drummond is [3:12] * Seven Children, Seven Continents, Seven Summits [5:37] * What “second-highest summit” means [11:56] * The location(s) that touched Jenn the most [12:54] * How the expeditions worked during Covid [15:26] * Why Jenn wrote her book, “Breakproof” [16:23] * How scaling new heights took Jenn to new heights [18:03] * How Jenn determined when to end a climb attempt [19:15] * Why Jenn’s kids gave her red and white gummy bears [22:38] * Asking Jenn, “What is your Everest?” [24:23] * What Jenn did today that put her in the mindset for success [28:56]
Resources & People Mentioned * BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals * The “Seek Your Summit” podcast
Connect with Jenn Drummond * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Ramon Ray is the founder of CelebrityCEO.com, BWCDaily.com (shorthand for “Breakfast with champions”) and ZoneofGenius.com. He’s a serial entrepreneur who has started and successfully sold multiple companies. Ramon Ray is also unapologetically positive and passionate about making the world a better place.
Ramon's latest book, “The Celebrity CEO: How Entrepreneurs Can Thrive by Building a Community and a Strong Personal Brand,” is all about how entrepreneurs can leverage the power of personal branding.
In this episode of Mitlin Money Mindset®, Ramon shares how to make your side gig your full-time job, how to hone your marketing efforts, and how to overcome challenges as a small business owner.
You will want to hear this episode if you are interested in... * How Ramon Ray became an entrepreneur [2:54] * Why Ramon is unapologetically not boring [5:24] * How Ramon develops content that resonates [6:34] * The right way to make your side gig your full-time job [10:05] * The best piece of advice Ramon has received [14:05] * Why Ramon spoke at and attended the Jolt Conference [16:15] * The challenges Ramon has faced as a Black entrepreneur [18:23] * How to overcome the challenges small business owners face [20:39] * What makes a successful marketing strategy? [24:31] * What Ramon did today that brought him joy [30:20]
Resources & People Mentioned * Financial Planning Made Personal by Larry Sprung * Turning the Flywheel by Jim Collins * Everything Is Figureoutable by Marie Forleo * Soundtracks by Jon Acuff * Jolt Conference * Sign up for Zone of Genius * Celebrity CEO
Connect with Ramon Ray * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Espree Devora—“The girl who gets it done”— is the founder of WeAreLATech and the Producer and Host of Women in Tech. She is a force in the Los Angeles tech scene and is a champion for Women in Tech globally.
She’s also a founding member of the Audio Collective, the hybrid live-audio creator community. She hosts multiple podcasts and is one of the first Clubhouse icon faces.
Espree has been featured in Forbes, Entrepreneur, Harper’s Bazaar, Inc, and more. She knows the power of audio after producing and publishing over 1,000 podcast episodes and speaking at everything from SXSW to USC, and Red Bull to CBS.
Espree cares about heart and integrity, not job titles. Listen in for some great takeaways about how Espree has made a huge impact in the tech world using social media and podcasting to extend her reach.
You will want to hear this episode if you are interested in... * Learn more about Espree Devora [2:52] * How Espree got the nickname "The girl who gets it done” [8:03] * What inspired Espree to create WeAreLATech [11:05] * A discussion about WeAreLATech’s core values [12:42] * What podcasts need to know about choosing a recording platform [17:17] * Significant challenges and opportunities for the tech ecosystem [20:55] * Espree’s advice for someone looking to expand their network [23:43] * What Espree learned from Action and Extreme Sports Media [29:12] * What Espree did today that put her in the right mindset for success? [32:47]
Resources & People Mentioned * WeAreLATech * WeAreLATech Culture Code * The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph
Connect with Espree Devora * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Dre Baldwin is the CEO and Founder of Work On Your Game Inc. He invented his Work On Your Game framework as a "roadmap in reverse" to help professionals with mindset, strategy, accountability, and execution.
In just 5 years, Dre went from the end of his high school team's bench to a 9-year professional basketball career. He played in 8 countries including Lithuania, Germany, Montenegro, Slovakia, and Germany.
He has given 4 TEDx Talks on discipline, confidence, mental toughness, and personal initiative and has authored 33 books. He has appeared in national campaigns with Nike, Finish Line, Wendy's, Gatorade, Buick, Wilson Sports, STASH Investments, and DIME magazine.
Dre has published over 8,000 videos to 142,000+ subscribers and his content has been viewed over 100 million times. Dre's daily Work On Your Game Podcast has over 2,600 episodes and more than 7 million downloads.
Listen in for some great takeaways about the impact of Dre’s life experiences to help entrepreneurs formulate the mindset, strategy, and systems to build a business.
You will want to hear this episode if you are interested in... * Learn more about Dre Baldwin and “Work On Your Game” [2:40] * What Dre’s journey as a professional athlete taught him [9:31] * How to build genuine self-confidence when facing adversity [12:48] * How he got the nickname “Dre All Day” [15:53] * What inspired Dre to give away FREE content on YouTube? [19:17] * The 4 principles of “Work On Your Game" [30:21] * Dre’s tips for people trying to break out of their old mindset/habits [31:07] * Dre’s #1 piece of advice for his younger self [32:27] * What Dre did today that put him in the mindset for success [33:24]
Resources & People Mentioned * Text 305-384-6894 to get a daily motivational text * POP!: Create the Perfect Pitch, Title, and Tagline for Anything * Think and Grow Rich * Rich Dad Poor Dad * The 4-Hour Workweek * Work On Your Game University * Work on Your Game Podcast * http://DreAllDay.com/
Connect with Dre Baldwin * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Theodora (Theo) Lau is the founder of Unconventional Ventures, a public speaker, and an advisor who seeks to spark innovation in the public and private sectors for the benefit of the forgotten demographics. She strives to create a more inclusive society.
Unconventional Ventures focuses on developing and growing an ecosystem of financial institutions, corporations, startups, entrepreneurs, venture capitalists, and accelerators to better address the unmet needs of consumers (with keen interests in women and underrepresented founders).
Theo co-authored “Beyond Good: How Technology is Leading a Purpose-driven Business Revolution,” and “The Metaverse Economy: How Finance Professionals Can Make Sense of Web3.”
She is also the host of “One Vision,” a podcast on fintech and innovation. She also publishes a weekly LinkedIn newsletter, “Fintech Pros,” on emerging technology, inclusion, longevity, fintech innovation, and using technology for good.
Listen in for some great takeaways about the intersection of technology and human kindness and the impact she’s making in this fast-growing space.
You will want to hear this episode if you are interested in... * Learn more about Theo Lau and Unconventional Ventures [3:17] * Why financial well-being is key to sparking innovation [8:21] * Why Theo wrote “Beyond Good” and “Metaverse Economy” [10:52] * Where to start with teaching your kids financial literacy [13:07] * Why FinTech is an accelerator to making the world a better place [18:51] * How Theo thinks AI will impact the financial services industry [21:15] * How social networks can impact people's careers [25:08] * How Theo sees the future of financial technology evolving [28:09] * Theo’s advice for professionals looking to make an impact in fintech [29:57] * Theo shares more about the goal of her podcast, “One Vision” [31:24] * What Theo did today that put her in the right mindset for success [33:57]
Resources & People Mentioned * Beyond Good: How Technology is Leading a Purpose-driven Business Revolution * The Metaverse Economy: How Finance Professionals Can Make Sense of Web3 * The “One Vision” podcast
Connect with Theo Lau * The website * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Jonny Lazarus is a content creator, podcast host, and on-air NHL Analyst. He’s a happy-go-lucky guy who is passionate about growing the game of hockey and making it more fun for everyone.
At his core, he’s a content creator who’s passionate about hockey. He’s mashed these two passions together to make a name for himself.
During the 2022 NHL season and playoffs—as well as after Vegas won the cup—he became an instrumental component of the NHL Network’s coverage.
Jonny also creates content for Bleacher Report. You may have seen his “Skating a Lap with an NHL Player” videos, which are both entertaining and insightful. Jonny is expanding his content creation to impact hockey positively.
Listen in for some great takeaways about taking your passions and creating a rewarding career out of them, despite any adversity you may face.
You will want to hear this episode if you are interested in... * Learn more about Jonny Lazarus and his career [2:53] * The first thing Jonny bought after losing everything in a fire [5:26] * What working with the NHL means to Jonny [9:08] * Jonny shares what the shoutout to Cale Makar meant to him [13:57] * What it was like to party with the Vegas Knights and the Stanley Cup [15:57] * Jonny’s advice for student-athletes interested in professional hockey [20:23] * What hockey has taught Jonny that he carries with him today [23:40] * Who Jonny looks up to in the hockey media space [26:00] * What Jonny wishes young hockey players knew about the journey [28:13] * What Jonny did today that put him in the right mindset for success [33:02]
Resources & People Mentioned * College Hockey Inc. with Mike Snee, Episode #105
Connect with Jonny Lazarus * On Instagram * On Twitter * On Linkedin * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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How do you create a superfan of you or your business? What is the secret sauce that takes a musician from a talented person to a worldwide phenomenon? Brittany Hodak—an award-winning entrepreneur, author, and international keynote speaker—has the answers.
As an accomplished speaker, she’s been invited to audiences and organizations across the world including American Express, We Work, Compassion International, Sony Music, and the United Nations to speak on customer experience.
She is the co-founder of The Superfan Company (now “Bright Ideas Only”), a multi-million-dollar fan engagement agency that has created successful campaigns and products for globally known brands including Walmart, Disney, Amazon, Luke Bryan, Katy Perry, The Boston Red Sox, and many more.
In 2015, she was offered deals from four of the five sharks on ABC’s Shark Tank at a valuation of more than $4 million. Listen to this episode of Mitlin Money Mindset® for some great takeaways about creating superfans and a culture to support them.
You will want to hear this episode if you are interested in... * Learn more about Brittany Hodak and her love for customer experience [1:22] * How Brittany defines the term “Superfan” [9:41] * Why it’s critical to deliver exceptional service [10:52] * How can your business create a superfan? [15:16] * The impact of social media on fandom [21:00] * How brands should handle negative feedback [24:10] * Brittany’s most memorable success story [27:50] * Brittany’s experience being on Shark Tank [31:16] * What Brittany did today that put her in the mindset for success [34:21]
Resources & People Mentioned * Creating Superfans: How To Turn Your Customers Into Lifelong Advocates * Hug Your Haters: How to Embrace Complaints and Keep Your Customers
Connect with Brittany Hodak * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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When Gary Arndt realized he didn’t want a career in academia, he sold his house with the goal of traveling around the world for a year or two. That one or two years turned into 13. He came home from his last international trip before the Covid pandemic hit. That’s when life was turned upside down.
He was an accomplished world-renowned travel blogger and photographer who lost all of his contracts overnight. All of the traffic to his website dried up. He stopped making affiliate sales.
He decided he needed to pivot. That’s when Gary launched “Everything Everywhere Daily,” a daily educational podcast that covers history, science, mathematics, biographies, and more.
Every day, Gary shares something completely different that he finds fascinating. Since July 1st, 2020, he’s reached over 1,100 episodes and the podcast gets over 1 million downloads a month.
Listen in to learn how to live a life of joy geared around the things you love to do most (and how to share it with the world).
You will want to hear this episode if you are interested in... * Learn more about Gary Arndt and “Everything Everywhere Daily [2:49] * What inspired Gary to stay on the road and travel the world [5:55] * Gary’s advice for someone dreaming about traveling the world [7:50] * Gary’s thought process with the Everything Everywhere Daily podcast [11:02] * How Gary finds the inspiration to create a daily episode [12:49] * Some lesser-known destinations more people should visit [15:27] * How Gary’s travel experience has shaped his perspective on the world [20:00] * Why Gary wouldn’t invest in pursuing a social media strategy [23:40] * Gary’s advice to capture the beauty of the world as you travel [28:31] * What Gary did today that put him in the right mindset for success [31:50]
Resources & People Mentioned * The Everything Everywhere Podcast * Nahanni National Park Reserve * The island of Dominica * The island of Samoa * The island of Fiji
Connect with Gary Arndt * The website * On Instagram * On Linkedin * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Diego Vetencourt is a political refugee from Venezuela turned entrepreneur through marketing. After being detained by the communist party in 2016, he was able to come to the States under refugee status where he started as an Uber driver.
By 28, he had failed multiple businesses such as an Ethereum mining facility, Airbnb rentals, flipping cars, and multiple YouTube channels that gained no traction. At 30, he was hired as an SDR at Uplyft Capital, a fintech company in Miami, where he eventually became the CMO.
He grew the company from $2 million to $10 million in monthly revenue, with a team of just two people in marketing. By 2022, through Google ads, Facebook ads, and business development strategies, he scaled the team from 20 to 70.
In 2022, through his own tenacity and hard work, he had the opportunity to work directly with Sam Parr. He helped him grow his Instagram and TikTok audience from 0 to 50,000 in a matter of three months. They launched Shortzy soon after.
Now, Diego runs two agencies—Shortzy and Artifacts Labs. He’s currently working with 38 clients in multiple verticals creating original content to help them grow and scale.
Listen in for some great takeaways about becoming an entrepreneur. What an inspirational journey that we can all learn from.
You will want to hear this episode if you are interested in... * Compelling question or topic, written to elicit curiosity [3:23] * Learn more about Diego’s marketing agency: Shortzy [5:23] * Where Diego’s passion for entrepreneurship stems from [8:46] * How listening to podcasts helped shape Diego’s path [13:10] * What failure has taught Diego about success [14:30] * Why Diego worked for Sam Parr for free [20:38] * How Diego has partnered with iconic brands via Artifacts Labs [25:41] * How Diego thinks AI will change digital marketing [28:40] * Diego’s advice for those starting their entrepreneurial journey [32:47] * What Diego did today that put him in the mindset for success [34:21]
Resources & People Mentioned * Artifacts Labs * De Cero a 100 podcast
Connect with Diego Vetencourt * The website * On Twitter * On LinkedIn
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
Kevin Henderson is the co-founding partner of SMB Law Group and the SMB Center. He’s also the host of the Mundane Millionaires podcast. Kevin is a seasoned corporate lawyer with over a decade of M&A, venture capital, and public capital markets experience.
In 2022, Kevin and his partners Sam and Eric launched a new boutique law firm focused on providing high-stakes M&A experience to small business entrepreneurs. SMB Law Group was founded with the mission to become the leading SMB-focused transaction law firm for searchers, buyers, operators, sellers, and investors.
They represent clients in everything from professional services to manufacturing. Kevin has also represented cannabis businesses in corporate and commercial transactions, from startups to MSOs.
In addition to SMB Law Group, Kevin sits on the board for Hope’s Door New Beginning Center, a non-profit that provides shelter, aid, and other resources to those affected by domestic abuse.
Listen in for some great takeaways about building a professional service firm that helps those who need it most while attracting top talent in the industry.
You will want to hear this episode if you are interested in... * Learn more about Kevin Henderson [3:50] * Why Kevin, Eric Pacifici, and Sam Rosati founded SMB Law Group [6:00] * Why SMB Law Group’s messaging has resonated so much [11:49] * Attracting top talent by remaining a remote team [16:22] * Addressing a statement by a law firm about refusing to hire Jews [20:08] * What professionals caught up in the "prestige” of their employer need to know [25:12] * Why sharing personal information about his family is important to Kevin [29:13] * The mission of the Mundane Millionaires podcast [33:54] * What Kevin did today that put him in the right mindset for success [39:24]
Resources & People Mentioned * The Mundane Millionaires podcast * SMB Law Group
Connect with Kevin Henderson * The website * On Twitter * On Linkedin * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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This Is My Brave with Jennifer Marshall, Episode #149
Jennifer Marshall is the founder of “This Is My Brave,” the leading platform for individuals to share their stories of overcoming mental illness through creative expression. Jennifer formed the organization after experiencing a positive outpouring of support following the publication of her story on a well-known news website.
She wanted to provide that same opportunity to others living with mental illness. She envisioned a theater show concept, and together with her Co-Founder Anne Marie Ames, launched the project on Kickstarter. The project was successfully funded within 31 days, raising over $10,000 to create the inaugural show.
“This is My Brave” continued to expand and became a national non-profit organization that has created over 90+ shows in cities across the country (and in Australia).
Jennifer routinely speaks on the importance of sharing stories of triumphing despite mental illness to end stigma. She speaks regularly at mental health and storytelling conferences. Listen in for some great takeaways about how Jennifer is bringing mental health to the forefront and helping others share their stories to help themselves, their communities, and the world.
You will want to hear this episode if you are interested in... * Learn more about Jennifer Marshall and This is My Brave [3:43] * What the “This is My Brave” platform looks like [5:47] * What prompted Jennifer to step out of the shadows [8:32] * How Jennifer’s transparency impacted her children [11:06] * Why it’s important to normalize talking about mental health [14:11] * Jennifer shares a story that impacted her from their 2015 show [15:15] * Why you shouldn't be afraid to share your story [17:56] * How can we lower the number of attempted suicides among teenagers? [19:45] * How we can leverage social media to make a larger impact [21:45] * How to talk about mental health with your children [24:54] * The next big things for Jennifer Marshall and This Is My Brave [26:45] * What Jennifer did today that put her in the right mindset for success [28:37]
Resources & People Mentioned * Danielle Fiorello * The “Our Turn to Talk” documentary * Principle Pictures * Our Turn to Talk * Our Turn to Talk podcast * Jennifer’s blog
Connect with Jennifer Marshall * The website * On Instagram * On Twitter * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Morgan Young is a 20-year-old Content Creator, Public Speaker, Venture Fellow, and Computer Science & Engineering and Entrepreneurship student. In addition to those roles, she is a self-development addict, health nut, co-founder of the budding UNR figure-skating team, and an aspiring entrepreneur.
Morgan discovered a passion for technology at the age of nine while taking her first robotics class. Morgan is also passionate about helping others. She’s found that she enjoys being the bridge between people and the technology they use. Her mission in life is to make people’s lives easier by leveraging technology.
She’s actively working on building a community and is partnering with brands to bring amazing experiences and resources to her audience. She teaches students and colleagues how to leverage LinkedIn for job searches, build personal brands, and create content that covers everything from college tips to Gen Z in the workforce.
Listen in for some great takeaways about how Morgan uses her platform to spend as much time focusing on technology and people.
You will want to hear this episode if you are interested in... * Learn more about Morgan Young and her passions [4:00] * Morgan’s reflections on the college selection process [5:46] * Understanding the financial implications of attending college [13:51] * Morgan's tips for families navigating the college planning process [17:17] * How Morgan crafted a space as a Content Creator [22:38] * Morgan’s tips to grow your LinkedIn presence [25:55] * How Morgan secured opportunities with iconic brands [30:37] * Morgan’s experience in New York City [35:02] * What Morgan did today that put her in the mindset for success [36:35]
Resources & People Mentioned * A Smart Girl’s Guide: Money * University of Nevada Reno * Western Undergraduate Exchange
Connect with Morgan Young * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Tucker Bryant is a nationally renowned poet and keynote speaker. He spent a decade between Stanford and Google and learned something striking: Even people on the cutting edge of innovation struggle to take risks.
We all want to step out of our comfort zones, but our instinct to protect that unconscious comfort suffocates our creativity. We disengage from our work and our ability to lead is stunted.
Tucker’s experience in Silicon Valley has driven him to pursue the answer to one question: How can we tear down the comfort zones that keep businesses from writing their best poetry?
Tucker delivers keynote performances that reveal how the poet’s keys enable leaders to overcome universal barriers to change and unlock the doors to innovation in the areas that need it most.
Listen to this episode to learn how Tucker uses poetry to engage entrepreneurs and help them write their best happily ever after(s).
You will want to hear this episode if you are interested in... * Learn more about renowned poet Tucker Bryant [3:07] * Why Tucker brands himself as a poet [4:15] * Why words can be a powerful medium [6:04] * Using words to motivate and inspire [9:32] * How to step outside of your comfort zone [12:18] * Five ways to move beyond your fear [19:42] * Use your “flaws” to create your own narrative [22:55] * How to listen to the world around you [27:54] * Tucker shares an impactful piece of poetry [30:33] * What Tucker did today that bought him joy [34:36]
Connect with Tucker Bryant * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Jacklyn Collier is the co-founder and CEO of the Bundle Game, an actress, and a podcaster. Jacklyn grew up in an athletically inclined family but couldn’t manage to make the starting lineup of the basketball team that her parents coached.
They encouraged her to find other interests, so she channeled her creative energy into acting. She has appeared in regional theater, off-broadway, and in TV and film. Jacklyn, aka “Jacks” in the Christmas movie world, Jacklyn appeared in the CBS Christmas movie, “Fit for Christmas,” played the best friend in “The Engagement Plot,” and was in Hallmark Channel's “Love, Fall & Order.”
She had the opportunity to showcase her talents as the producer and co-host of Hallmark Channels' official podcast, “The Bubbly Sesh,” and is often a guest on podcasts in the rom-com world.
She is also the co-founder of a custom board game company called “Bundle” which she started with her sister. In this episode of Mitlin Money Mindset®, Jacklyn shares her passion for creativity and how she’s used it to create opportunity.
You will want to hear this episode if you are interested in... * Learn more about Jacklyn Collier [3:16] * The origin of the Bubbly Sesh podcast [6:34] * Jacklyn’s advice for getting a meeting [10:55] * How Jacklyn’s board game came to be [16:10] * How to turn your book into a movie [21:42] * Why building a community matters [26:40] * What’s next for Jacklyn Collier? [31:36] * What Jacklyn did today that brought her joy [33:11]
Resources & People Mentioned * The Bubbly Sesh podcast * The Hallmark Channel * The Bundle Game * BuildOn
Connect with Jacklyn Collier * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Elsie Escobar is a die-hard podcast junkie who lives, breathes, and works the medium (and has since 2006). Elsie was one of the first podcasters to use audio to teach yoga. Her yoga class has now been downloaded over 4 million times.
Elsie is also the Director of Community and Content at Libsyn. She’s worked with hundreds of podcasters to help them produce better shows and learn about the fast-moving podcasting space. She cultivated an engaged community through Libsyn’s official podcast, “The Feed,” which she co-hosts and produces.
Elsie co-runs the largest community for women in podcasting with a corresponding podcast, “She Podcasts,” to empower women to share their voices while creating a community of education and support.
Listen in for some great takeaways about the world of podcasting. Elsie shares some great advice for aspiring podcasters to create podcasts—and communities—that makes an impact.
You will want to hear this episode if you are interested in... * Learn more about Elsie Escobar [3:48] * Why Elsie chose to podcast [9:38] * What does “Libsyn” mean? [13:16] * The Director of Community and Content role [16:04] * What’s next for the podcasting community? [18:50] * How to grow your podcast community [22:21] * What makes a good podcast guest (or host)? [26:57] * Elsie’s advice for aspiring podcasters [31:33] * What the podcasting experience has taught Elsie [34:28] * What Elsie did today that put her in the right mindset [36:26]
Resources & People Mentioned * She Podcasts * The Feed
Connect with Elsie Escobar * The website * On Twitter * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Erin Wood is the Senior Vice President of Financial Planning and Advanced Solutions at Carson Group. She began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin.
She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties.
Being a local girl at heart, Erin decided to sell her practice and move back to the Omaha area so she could be closer to her family and so she could help people from the community that shaped who she is today.
Her work in Omaha continued as a Private Client Advisor for a regional firm, where she was quickly asked to create and lead her own financial planning team. The success in this venture along with her continued passion for helping others led Erin to her career with Carson Wealth Management.
Erin holds a Certified Financial Planner designation as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.
Listen in for some great takeaways about Erin’s journey to becoming a Senior Vice President at Carson Group and hear her thoughts on the future of the financial planning profession.
You will want to hear this episode if you are interested in... * Learn more about Erin Wood and her journey to SVP [3:43] * How Erin’s family influenced her financial literacy [6:02] * The “smiling and dialing” days of our profession [10:16] * How the financial planning profession has evolved [12:14] * Why Erin sold her financial planning practice [14:58] * What attracted Erin to the Carson Group? [17:53] * Applying behavioral finance to financial planning [24:07] * What prompted Erin to share her personal IVF journey? [27:30] * Why Erin is excited about the future of financial planning [33:00] * What Erin did today that put her in the mindset for success [38:06]
Resources & People Mentioned * FinTok with Dr. Brad Klontz, Episode #46
Connect with Erin Wood * The website * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Sonya Dreizler is the Co-Founder of the financial services diversity tech platform, “Choir,” as well as a speaker and author focused on fostering candid conversations about gender and race in financial services. She seeks to amplify the voices of women and people of color in finance.
Sonya is a sought-after speaker for national financial services conferences, writes for Morningstar, and is the author of the acclaimed “Do Better Series” about sexual harassment, assault, and discrimination in financial services.
She is a former financial services CEO with two decades of industry experience. She is a respected leader, practical thinker, and consensus-builder with excellent communication skills.
Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser. She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO.
Sonya is a member of the Racial Justice Investment Coalition and sits on advisory boards for several industry events, initiatives, and companies. Listen in for some great takeaways about the impact Sonya and Choir are making on the financial services profession.
You will want to hear this episode if you are interested in... * Learn more about Sonya Dreizler and her career [3:37] * What is CHOIR? What are their objectives? [8:13] * What caused Sonya to break away from the corporate mold [11:55] * Why the “Do Better” series was created [17:21] * Why having these conversations is critical [21:05] * How can you become an ally? [24:15] * Sonya’s hope for the future of the profession [30:52] * What Sonya did today that brought her joy [32:20]
Resources & People Mentioned * The Do Better Series
Connect with Sonya Dreizler * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Subscribe to Mitlin Money Mindset® on
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Tiffany Blackmon is a nationally recognized chef, podcast host of “My So-Called Fabulous,” and an influencer, cookbook author, mother, wife, daughter, and friend. She is lovingly referred to as the “Mother of the People” by those who know and love her. And to know Tiffany is to love Tiffany.
Tiffany decided to make a shift in her career in 2019. She began dipping her toes into the world of lifestyle influencing, blogging, and podcast hosting. Tiffany’s podcast is now her full-time passion project. She shares all things food, fitness, interiors, beauty, and fashion.
Tiffany started this journey as so many came to her for advice and her deep desire to connect with people. She shares her experience and knowledge to hopefully help both women and men.
Listen in for some great takeaways about turning your passion into a successful entrepreneurial venture.
You will want to hear this episode if you are interested in... * Learn more about Tiffany Blackmon and her brand [4:29] * What sparked Tiffany’s interest in entrepreneurism [7:47] * How the My So-Called Fabulous podcast came to be [9:25] * What Tiffany hopes people will take away from her podcast [13:40] * What platforms have been the most effective to grow her brand? [15:06] * How Tiffany suggests people start learning how to cook [18:50] * Why television wasn’t the right path for Tiffany [23:04] * What Tiffany learned from Holocaust survivor Charlotte Plotsky [23:56] * Tiffany’s advice for those who want to turn their passion into a business [28:20] * What Tiffany did today that put her in the right mindset for success [32:17]
Resources & People Mentioned * Chopped with David Noll, Episode #66 * Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork
Connect with Tiffany Blackmon * The website * On Instagram * On Pinterest * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Eric is the founder of the BOLDMEN Adventures, Mentors on Mission, and the host of the “Eric Rogell Talks with Warriors, Lovers, Kings, and Heroes” podcast. Over the last 20+ years, Eric has shared his hard-earned wisdom with audiences, inspiring and guiding thousands of ambitious men and women to find their purpose and passion in life.
He is a highly sought-after renowned speaker whose presence, personality, and approachability gave captivated audiences around the world. He’s interviewed hundreds of celebrities, athletes, entrepreneurs, military veterans, and more. He gets them to dive deep into their stories and the lessons, challenges, and triumphs they’ve experienced.
Eric has collected a treasure trove of insights that paint a picture of what great leaders are made of—and how critical it is to have strong influential mentors to guide us. Eric’s passion for helping business leaders achieve their dream lives and legacy—both professionally and personally—is fueled by a commitment to unleash greatness in others. Listen in for some great takeaways about the importance of mentorship and how to tap into your purpose and passion.
You will want to hear this episode if you are interested in... * Learn more about Eric Rogell and his mission [3:14] * Why having a mentor is so pivotal to so many [6:40] * What to look for in a mentor [10:48] * How to create a mentorship program [20:15] * How mentorship benefits company culture [24:49] * How to find your passion and purpose [29:44] * What Eric did today that brought him joy [34:58]
Resources & People Mentioned * The Best Mentorships Help Both People Grow
Connect with Eric Rogell * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Hilary JM Topper is the Chief Curator of HJMT Media and recent author of “From Couch Potato to Endurance Athlete.” Hilary has been a public relations practitioner for more than 40 years. She grew the firm from a home office to one of the largest on Long Island. She’s represented major national clients and local businesses and placed them in publications including the Wall Street Journal, NY Times, Good Day NY, and many more.
In 2007, her firm took a bit of a shift and included social media marketing as one of their offerings. That same year, Hilary started her lifestyle blog, HilaryTopper.com. A couple of years later she started ATriathletesDiary.com and her podcast, Hilary Topper on Air.
When she isn’t teaching as an adjunct professor at Hofstra University, Hilary focuses much of her time on her blogs and podcast. She has hundreds of thousands of followers and has recently become a social media influencer.
“From Couch Potato to Endurance Athlete'' is a memoir and self-help book that encourages people to get out of their comfort zone and try something totally different. Listen in for some great takeaways about Hilary’s journey as an entrepreneur, author, influencer, and endurance athlete.
You will want to hear this episode if you are interested in... * From couch potato to endurance athlete [4:04] * Why Hilary decided to turn her blog into a book [9:49] * What Hilary learned from writing 3 books [12:12] * Hilary’s advice for aspiring authors [14:10] * How to step outside of your comfort zone [15:09] * How Hilary collected the quotes she used for her book [18:32] * Hilary’s favorite section in her book [20:42] * What Hilary finds most rewarding about teaching [24:25] * Why the New York City Triathlon is her favorite [26:37] * What Hilary did today that put her in the right mindset for success [29:17]
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Austin Hatch’s story is one of tragedy, incomprehensible loss, and triumph. On Labor Day of 2003, Austin and his family were flying from Northern Michigan to Fort Wayne, IN. As they were preparing to land, the aircraft crashed and burst into flames.
Austin’s dad threw him out of the plane to save his life and ran back into the plane to get his mom and siblings. Tragically, Austin and his dad were the only survivors. They grieved the loss of their family and pushed on, which is what they would've wanted. Eventually, his dad remarried a woman with three children and they formed a wonderful blended family.
Austin saw success as a basketball player and got a full scholarship to the University of Michigan. Just nine days later, tragedy struck again. Austin was flying with his dad to Northern Michigan when they experienced another tragic plane crash. This time Austin was the only survivor.
Austin suffered severe injuries and was in a coma for two months. He had to relearn how to walk, talk, and live. But with the help of many incredible doctors, therapists, family, and friends, he made it to Michigan.
Now, Austin is a full-time motivational speaker who shares a message about grit and thriving in the midst of adversity. Listen to this episode to hear how Austin has taken incredible tragedy and loss and used it to help others overcome challenges using G.R.I.T.
You will want to hear this episode if you are interested in... * Austin’s heartbreaking and courageous story [4:09] * What it meant to Austin to wear the Michigan jersey [8:24] * "Husband to Abby and Hudson’s dad” [12:18] * The four key components to G.R.I.T. [15:43] * Why basketball was the best therapy for Austin [21:43] * What Austin’s parents would be the most proud of [23:48] * What young people chasing the college athletics dream need to know [26:42] * Austin’s strategy for developing a growth mindset [28:19] * What Austin hopes people take away from his story [32:15] * What Austin did today that put him in the right mindset for success [36:06]
Resources & People Mentioned * Book Austin to speak at your event * Grit: The Power of Passion and Perseverance by Angela Duckworth
Connect with Austin Hatch * The website * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Perry Williams is a retired NFL Player and two-time Super Bowl Champion. He’s also a keynote speaker and the Director of Sports Management at Long Island University (LIU).
On a team of stars, Perry Williams was an unsung hero and silent leader of the New York Giants Football team for 11 seasons (1983-1994). He was the starting right cornerback for one of the most storied and dynamic defenses in NFL history, culminating with two NFL Super Bowl Championships (1986-1987) and (1990-1991). Impressively, Perry holds the record for the most games played as a defensive back (corner) in the history of the Giants—a testament to his dedication and consistency.
Perry’s greatest accomplishment as a New York Giant was not his all-pro honors or Super Bowl championships, but rather, that he was a benefactor and now a director of outreach programs for the New York Giants Degree Completion Program at Fairleigh Dickinson University, which has since become the model adopted by the NFL and its member teams for the benefit of its players.
During his professional football career off-season, Perry earned a Criminal Justice/Sociology Bachelor of Arts degree from North Carolina State University and a Master of Public Administration degree from Fairleigh Dickinson University. This is a feat that is virtually unheard of in the lucrative world of professional sports.
Perry is a highly sought-after motivational speaker that has been invited to work with companies like Exxon/Mobil, Starbucks, IBM, UPS, and Verizon Wireless. He has lectured at hundreds of Schools, Colleges, and Universities as well as other respected organizations such as the United Way Foundation.
Listen in for some great takeaways about Perry’s journey as a two-time Super Bowl Champion and how preparing for life after football has allowed him to be a champion both on and off the field.
You will want to hear this episode if you are interested in... * Can you tell our audience a bit about who Perry Williams is? [4:32] * Why Perry took part in the NFL’s degree completion program [6:51] * Perry’s goals in his role as the Director of Sports Management at LIU [12:43] * The impact of the sports model approach to leadership [17:20] * The pressure that comes with playing football in New York [20:30] * What stands out about the iconic people that Perry played with [25:25] * Why Perry believes your mindset is so important to your success [27:09] * How Perry is making an impact as a Special Deputy for Suffolk County [31:40] * How winning the Super Bowl twice compared to his childhood dreams [35:12] * What Perry did today that put him in the right mindset for success? [37:37]
Resources & People Mentioned * Success with Marques Ogden, Episode #72
Connect with Perry Williams * The website
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Miriam Schulman is an accomplished artist, artpreneur, and founder of The Inspiration Place. She’s built multiple six-figure art businesses. Her journey to becoming a successful artist began after a career in the corporate world. The events of September 11th led her to pursue her true passion for art.
She’s dedicated to helping other artists achieve success in their own businesses, which is why she created the Artist Incubator Coaching Program. The program is designed to guide artists through the process of building profitable and sustainable art businesses. With her guidance and support, artists can achieve their dreams of making a sustainable living from their creativity.
Miriam is also the author of the book, “Artpreneur: The Step-by-Step Guide to Making a Sustainable Living from Your Creativity,” and hosts The Inspiration Place podcast, which is in the top 1% of all podcasts and is listened to in over 100 countries.
Listen in for some great takeaways from Miriam’s journey in the corporate world to launching a successful entrepreneurial career doing what she loves, following her passions, and helping others do the same.
You will want to hear this episode if you are interested in... * Learn more about Miriam Schulman and her business [3:55] * Miriam shares what “Embracing your inner weirdo” means [7:36] * Miriam’s “Passion to Profit” framework [11:57] * Selling in alignment with your values leads to opportunity [18:51] * How to get in sync with the future of marketing [22:37] * “Romancing” customers to deepen their brand commitment [27:10] * What business owners can learn from the “Belief Triad” [29:58] * How empathy for customers plays into buying psychology [32:13] * How women’s underwear brands help us understand the buying journey [35:37] * What Miriam did today that put her in the right mindset for success [37:51]
Resources & People Mentioned * Get a FREE chapter of Miriam’s book, “Artpreneur: The Step-by-Step Guide to Making a Sustainable Living from Your Creativity” * The Minimalist Entrepreneur: How Great Founders Do More with Less
Connect with Miriam Schulman * The website * On Instagram * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Blake Brewer is the founder of the Legacy Letter Challenge. At 19 years old, Blake Brewer’s father drowned while they were snorkeling together in Hawaii. Hours later, his mother discovered a letter his dad had planned to give him on their trip. In the letter, his dad not only shared great life advice but he poured out his heart. That letter changed Blake’s life forever.
The world is changing and isn’t getting any easier to navigate. After having children of his own, Blake realized how difficult it is to write a letter like his dad did. But he believes every child needs that letter. Blake is now on a mission to help 1 million dads and moms leave a lasting legacy letter for their children.
He’s created a 10-step online program to help parents write a letter that will impact their children today and be cherished for a lifetime. Listen in for some great takeaways from Blake’s journey of tragedy to helping parents leave a legacy for their children that will make an impact for generations.
You will want to hear this episode if you are interested in... * Learn more about Blake Brewer and his father [3:07] * How the Legacy Letter Challenge came to be [6:33] * Why our children reading our words is so powerful [11:26] * Why Blake believes a Dad’s Super Power is his words [14:16] * What inspired Blake to turn this into a business venture [15:22] * How writing a legacy letter can transform your family’s life [21:19] * Should you update and rewrite letters throughout your children’s lives? [24:35] * Why writing a letter is an easy way to start conversations [26:01] * How to use the legacy letter to connect on a deeper level [27:35] * Blake’s tips for someone struggling through tragedy [29:14] * What Blake did today that put him in the right mindset for success [31:22]
Connect with Blake Brewer * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Bio Blake is on a mission to help 1 million dads and moms leave a lasting legacy for their children. Blake has a wonderful wife and loves being a father to his three children, all under 8. As he leads his family, he draws from many mentors, but none more important than his late father, Larry Brewer.
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Today’s show is a special one as my better half, Denise Sprung, is my guest. Denise is the Chair of the Keith Milano Memorial Fund at the American Foundation for Suicide Prevention (AFSP). Keith died by suicide at just 27. Today would’ve been his 46th Birthday.
We decided that there’s no better way to wrap up Mental Health Awareness Month than to honor Keith’s memory, share his story, and share the tremendous amount of positivity that has taken place since he’s been gone.
Keith was a son, brother, and took great joy in being an uncle. He was fun-loving and always the life of the party. For those listening who knew Keith, take some time to remember your Keith stories. Share how he made you smile, how generous he was, and talk about his laugh.
For those that didn’t have the pleasure of knowing Keith, hopefully today’s show will shed light on who he was and the incredible impact he has had on others in this conversation about mental health.
Listen in for some great takeaways about Keith’s journey, and the impact he had on his sister, his family, and the entire world.
You will want to hear this episode if you are interested in... * Denise shares Keith’s powerful story [3:17] * Why Denise feels compelled to use his story to help others [5:41] * The mission of the Keith Milano Memorial Fund at AFSP [8:48] * How We’ve allocated the funds from the Keith Milano Memorial Fund [12:17] * How we’ve raised over $1.7 million in Keith’s memory [14:52] * How Denise raises awareness for mental health and suicide [18:27] * The mental health conversation is evolving and changing [21:41] * What Denise did today that brought her joy [28:01]
Resources & People Mentioned * Donate to the Keith Milano Memorial Fund * Financial Planning Made Personal * The American Foundation for Suicide Prevention * More Than Sad * Seize the Awkward
More Information about the Keith Milano Memorial Fund * The website * On Twitter * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset™Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Today’s guest is Phillip Tyler, a loss survivor and mental health advocate. Phillip received a text on Nov 29th, 2017, that revealed the devastating suicide of his son Devon and started the beginning of his journey with grief and comfort.
Everyone Devon encountered commented on his infectious smile. One of Phillip’s last texts from Devon was after he helped someone in need. The text read, “We all need that one chance, that one glimpse of support. We are all family. Life is chaos, be kind.”
Phillip is a Crime Prevention and Education Officer at Gonzaga University and a married father of three. His career has included time with the county sheriff’s office, the United States Air Force, and the Spokane NAACP.
He’s a certified Comfort Trainer and serves on the American Foundation for Suicide Prevention’s Washington board of directors. He’s a Community Rep. with the WSP Independent Investigative Team and a member of the Mayor's Mental Health Taskforce.
Listen in for some great takeaways about Phillip’s journey as a loss survivor of suicide, and helping Devon’s legacy to live on to create more kindness in the world.
You will want to hear this episode if you are interested in... * Learn more about Phillip Tyler and his son Devon [3:23] * Why Phillip is passionate about mental health awareness [5:08] * Why Phillip works with the American Foundation for Suicide Prevention [10:20] * Phillip’s experience being at the forefront of others' loss and grief [13:54] * Changing the conversation around Black men and mental health [17:30] * How to teach young men to embrace their emotions [22:13] * What everyone can do to combat cyberbullying [25:30] * The most valuable lesson Phillip’s grief journey has taught him? [28:42] * Phillip’s advice for someone who is struggling (or knows someone who is) [31:58] * What Phillip did today that put him in the right mindset for success [34:36]
Resources & People Mentioned * The Confess Project with Lorenzo Lewis, Episode #81 * Can I be Vulnerable? Feat. BJ Williams * Million Mask Movement
Connect with Phillip Tyler * On Instagram * On Twitter * On Linkedin * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Chris Schembra is the Founder of the 7:47 Gratitude Experience™ and a Wall Street Journal bestselling author. 7:47 Gratitude Experience™ is an evidence-based framework used to strengthen client and team relationships in profound ways.
He's used the principles of gratitude to spark over 500,000 relationships around the dinner table, serving Fortune 50 CEOs, Olympians, Academy Award Winners, Grammy Award Winning Recording Artists, Super Bowl Champions, and more.
As a Viral Marketer, his gratitude campaign giving tribute and thanks to Veterans earned over 36 million views, 1.2 million shares, and 2 Emmy Awards. He is the best-selling author of “Gratitude Through Hard Times” and “Gratitude and Pasta.” USA Today calls him their "Gratitude Guru.” He's a Founding Member of Rolling Stone Magazine's Culture Council, and he sits on the Executive Board at Fast Company Magazine.
His direct work has been talked about in The New York Times, Wall Street Journal, USA Today, Forbes, Inc, Entrepreneur, Bravo TV, Fox News Channel, Variety, and hundreds of other media outlets. Listen in for some great takeaways about Chris’s entrepreneurial journey and how gratitude should be used like a vitamin.
You will want to hear this episode if you are interested in... * Learn more about Chris Schembra [3:30] * Why Chris founded the 7:47 Gratitude Experience™ [5:15] * The mission of the 7:47 Gratitude Experience™ [9:51] * Why Chris says “The dinner table saved my life” [14:34] * How Chris got the nickname “The Gratitude Guru” [17:18] * Why Chris is passionate about gratitude impacting lives [18:55] * What does gratitude have to do with leadership? [20:55] * Why you should express gratitude when the moment strikes [24:33] * What “Focus Equals Growth” means to Chris [29:08] * Why “Leadership as a two-way street" is critical for success [33:24] * What Chris did that put him in the mindset for success [38:53]
Resources & People Mentioned * Ted Talk: Everything you think you know about addiction is wrong * Gratitude and The Witnessing effect * Cope Notes® with Johnny Crowder
Connect with Chris Schembra * The website * On Instagram * On Twitter * On Linkedin * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Living Undeterred with Jeffrey Johnston, Episode #132
On October 4, 2016, the trajectory of Jeffrey Johnston’s life changed with one phone call. Before that day, Jeff was living the American Dream. He had a great family, was a successful entrepreneur running a financial services firm in Iowa, and was seemingly coasting through life.
But that morning Jeff received the phone call that is every parent’s worst nightmare. His oldest son, Seth, had died from fentanyl poisoning. He was only 23 years old.
Jeff soon realized that he had two options. He could go down a road of anger and despair and become bitter, or he could use his situation as motivation to become better. He chose the latter.
Jeff took a step back from his career as a financial advisor and focused his attention toward making a difference. In 2020, Jeff founded Choices Network, Ltd. a non-profit dedicated to educating kids, parents, teachers, and coaches on the importance of making positive choices. That same year, he wrote his first book, “This One’s For You: An Inspirational Journey Through Addiction, Death and Meaning” and started the Living Undeterred Project.
In 2021 the project got even more personal for Jeff when he lost his wife, Prudence, to alcoholism. Jeff just completed a 95-day trip across the United States to talk to people about mental health and substance use disorders. Listen in for some takeaways about Jeff’s turning tragedy into a mission to better himself and help other families avoid what he’s experienced.
You will want to hear this episode if you are interested in... * The why behind Jeffrey founding Living Undeterred [3:51] * What can others learn from this message? [10:48] * The catalyst that caused Jeffrey to pivot from his low point [14:18] * What prompted Jeffrey’s mission to make a change? [17:46] * Purpose becomes Passion when it becomes personal [21:43] * What Jeffrey learned from hosting the Living Undeterred Podcast [26:34] * A powerful story Jeffrey heard on his tour that he’ll never forget [28:50] * Jeffrey’s advice for parents of kids battling drug and alcohol addiction [37:06] * What Jeffrey did today that put him in the right mindset for success? [40:58]
Resources & People Mentioned * Jeffrey’s book, “This One’s For You” * Living Undeterred Podcast
Connect with Jeffrey Johnston * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Today’s guest is Command Sergeant Major (CSM) Gretchen Evans, a retired army veteran, author, athlete, speaker, and mentor. CSM Evans is a highly decorated female veteran who began her journey when she entered the United States Army at just 19 years old.
She worked her way up to CSM, the highest rank an enlisted soldier can achieve. In 2006, CSM Evans’ world changed when she was severely wounded by incoming fire while serving in Afghanistan. The rocket blast caused a traumatic brain injury, internal injuries, and complete hearing loss.
After retiring from service, her transition into civilian life was difficult. But with grit, gumption, resilience, and determination, CSM Evans navigated her changed life and found a new passion and purpose advocating for veterans of all services.
Today, she pays it forward by improving the lives of her fellow veterans by actively serving as a mentor, coach, and community activist. In 2019, CSM Evans assembled a mixed-ability team of disabled combat veterans and civilians to compete in the World's Toughest Race: Eco-Challenge Fiji. Her team was the first totally disabled team to ever compete.
Team Unbroken inspired millions with their resolve to not let their injuries define who or what they could achieve in life. Listen in for some great takeaways about Gretchen’s journey through the ranks of the United States Military to advocating for veterans and those faced with disabilities.
You will want to hear this episode if you are interested in... * Learn more about Command Sergeant Major Gretchen Evans [5:30] * CSM Evans shares her experience at the ESPYS [7:36] * The similarities between the military and professional sports [10:08] * CSM Evans’ connection to the Pat Tillman Memorial USO Center [11:34] * What helped CSM Evans through her tours in Afghanistan [12:59] * What winning the Pat Tillman Award means to CSM Evans [14:44] * How Pat has changed her life to honor Pat Tillman’s legacy [19:05] * How CSM Evans’ experience with Team Unbroken has transformed her life [23:39] * How CSM Evans’ service dogs Rusty and Aurora have impacted her [31:19] * Why being the parent of a service member is different than serving [36:14] * Why connection is so important for Veterans to experience [38:06] * CSM Evans’ encouragement for those in a dark place right now [43:25] * What CSM Evans did today that put her in the right mindset for success [45:15]
Resources & People Mentioned * Puppies for a Purpose with John Miller, Episode #22 * World's Toughest Race: Eco-Challenge Fiji
Connect with Command Sergeant Major Gretchen Evans * The website * On Instagram * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Matt Halloran is the Co-Founder & CRO of ProudMouth. Matt Halloran and Kirk Lowe co-founded ProudMouth to help you sell less and advise more by amplifying your influence over a growing audience of magnetically attracted fans who’ll chase you down instead.
To date, their team has produced over 4,000 podcast episodes and over 50,000 social media posts in one of the most highly regulated industries––financial services.
A former business and life coach to top advisors, Matt has helped advisors understand how to create trust and build rapport before they’ve ever even met a prospect or center of influence.
Matt has combined his extensive knowledge and expertise in business and coaching with one of his passions: podcasting. Matt has hosted and been on over 1,000 podcasts.
He’s also the host of ProudMouth’s podcasts, the “Top Advisor Marketing Podcast”, where he shares marketing strategies tailored for advisors and connects with top industry leaders, and “Be Your Own Loud,” which features amazing people who've gained influence by being unapologetically themselves.
Listen in for some great takeaways about how you can be your own loud and magnetically attract fans to your business. Who doesn’t want that?
You will want to hear this episode if you are interested in... * Learn more about Matt Halloran and ProudMouth [3:40] * What Matt attributes the success of his partnership to [5:24] * Why they named the company “ProudMouth” [8:31] * Why podcasting is an effective marketing tool [11:30] * The best way to ensure your podcast is shareable [13:49] * How to find the right guests for your podcast [16:42] * Matt shares their #1 success story [19:25] * How to start a podcast (and stop overthinking it) [22:24] * Why great marketing takes time [27:50] * If you are yourself, you have no competition [31:40] * What Matt did today that put him in the mindset for success [34:35]
Resources & People Mentioned * PodRocket Academy
Connect with Matt Halloran * The website * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Captain Paul Watson is a marine wildlife conservation and environmental activist and the founder of the Capital Paul Watson Foundation. He was also one of the founding members and directors of Greenpeace, one of the most recognized conservation organizations in the world. In 1977, he left Greenpeace and founded the Sea Shepherd Conservation Society.
Captain Watson has spent over 50 years at sea fighting illegal operations intent upon destruction and death, impacting all species in the sea from phytoplankton to Great Whales. He has shut down hundreds of illegal activities around the planet, saving hundreds of thousands of lives.
Captain Watson has never changed his outlook, dedication, courage, and imaginative thinking toward grinding effective solutions for the seemingly impossible problem of how we defend and protect life in the sea.
He is arguably the most prolific and successful marine life conservationist of our time. Listen in for some great takeaways about Captain Waton’s journey as a marine wildlife and environmental activist and his mission to make the world a better place.
You will want to hear this episode if you are interested in... * Learn more about Captain Paul Watson and his mission [4:02] * Why Captain Watson was motivated to co-found Greenpeace [4:39] * Why Captain Watson founded the Sea Shepherd Conservation Society [6:01] * Sea Shepherd has become a decentralized global movement [8:54] * Captain Watson’s experience looking into the eyes of a whale [10:31] * How the TV show “Whale Wars” is cultivating awareness [15:15] * Using aggressive non-violence to save countless endangered species [16:55] * Why Captain Watson prefers not to work with governments [21:00] * The mission of the Captain Paul Watson Foundation [25:25] * Why is a healthy ocean so critical for the survival of this planet? [26:54] * The companies that actually support ESG and climate initiatives [30:42] * What Captain Watson has learned from decades in conservation [32:19] * How you can get involved in Captain Watson’s mission to save the planet [33:53] * What Captain Watson did today that put him in the mindset for success [35:52]
Resources & People Mentioned * Greenpeace * The Sea Shepherd Conservation Society * The Captain Paul Watson Foundation
Connect with Captain Paul Watson * The website * On Instagram * On Twitter * On LinkedIn * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Danielle Kunkle Roberts is a founding partner of Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is the author of the best-selling book, “10 Costly Medicare Mistakes You Can’t Afford to Make.”
Danielle helps educate Medicare recipients about their supplemental insurance options so that they can confidently choose the plan that best fits them. Policyholders have access to a customer client service team that helps them with Medicare appeals, claim denials, drug exceptions, annual Part D analysis, and much more.
Boomer Benefits specializes in Medicare insurance-related products with more than 50,000 policyholders across the nation. They rank among the top national Medicare supplement producers.
Listen in for some great takeaways about Danielle’s journey as an entrepreneur and her mission to educate and help the public make better Medicare decisions that will help them today and onward.
You will want to hear this episode if you are interested in... * Learn more about Danielle and why she founded Boomer Benefits [3:18] * Why Danielle wrote 10 Costly Medicare Mistakes You Can’t Afford to Make [7:50] * Why is Medicare so confusing for the millions of Medicare beneficiaries? [10:12] * The biggest challenge that new Medicare beneficiaries face [13:10] * How to prepare for enrolling in Medicare and choose suitable insurance [16:57] * The tools that exist to help people learn about Medicare [21:39] * The Medicare enrollment process and the “annual election period” [22:40] * How much does Medicare cost and what does it cover? [29:13] * How Danielle grew such a large Baby Boomer following online [34:41] * Why you need to focus on your people and your processes [39:37] * What Danielle did today that put her in the right mindset for success [44:00]
Resources & People Mentioned * Medicare: https://medicare.gov/ * Social Security: https://www.ssa.gov/ * Set up a Medicare account * The Medicare Q&A with Boomer Benefits Facebook Group * 10 Costly Medicare Mistakes You Can’t Afford to Make
Connect with Danielle Kunkle Roberts * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Michael Lane is the Head of iShares U.S. Wealth Advisory at BlackRock and a member of the US Wealth Advisory and US iShares Executive Committees. Michael has worked with financial advisors for nearly three decades and oversees the development of advisor-xcentric solutions helping advisors build better portfolios.
Prior to joining iShares at BlackRock in 2018, Michael served as the Global Head of Strategic Retirement Initiatives at Dimensional Fund Advisors where he was responsible for the strategic development and global distribution of retirement solutions for one of the world's premier asset managers.
Michael has published three books, including “Secrets of the Wealth Makers,” as well as a range of articles on financial planning and advisory practices. He’s also a member of the Carson Wealth FinServ Advisory Council and he is kicking off the FinServ Foundation’s Next-Gen program—an initiative that will focus on bringing diverse talent to the financial services industry.
He’s a fellow Binghamton University alum and serves as an Executive Committee member of the Binghamton University Foundation Board and received the Medal of Distinguished Service in 2019. Listen in for some great takeaways about Michael’s journey from Binghamton to BlackRock and how he’s making an impact on the profession.
You will want to hear this episode if you are interested in... * Learn more about Michael Lane [3:54] * Michael’s favorite memories from Binghamton [6:03] * The transition from farm life to big city living [9:59] * What Michael wishes people knew about BlackRock [11:30] * How to reach people in need of financial literacy [14:55] * Parents need to instill financial literacy in their kids [20:07] * Michael has always sought to “Do the right thing” [24:34] * The intersection between technology and risk [28:35] * What does “Find your freedom” mean for Michael? [34:09] * Michael shares how his love for wine became a venture [38:54] * Why Michael is launching a podcast with his son [41:10] * What Michael did today that put him in the mindset for success [44:35]
Resources & People Mentioned * The NIL Policy * BlackRock
Connect with Michael Lane * The website * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Today’s guest is Sonya Lutter, Ph.D., CFP®, LMFT, owner of EnLite.World, and Director of Financial Health and Wellness at Texas Tech University’s School of Financial Planning. Dr. Lutter founded EnLite, a research and training consultancy firm for financial planners and therapists.
Enlite provides research design, data collection, statistical analysis interpretation, customized reports, and training programs for businesses. Their areas of focus include the psychology of financial planning, behavior management, and human capital issues.
Sonya draws upon decades of experience in academia to apply theory to practice. Her developmental work in financial therapy is summarized in Financial Therapy: Theory, Research, and Practice with co-editors Drs. Brad Klontz and Kristy Archuleta.
Listen in for some great takeaways about the intersection of psychology, emotions, and money and why Dr. Lutter believes hiring a financial advisor can lead to happiness.
You will want to hear this episode if you are interested in... * Learn more about Dr. Sonya Lutter and her work [2:59] * How—and why—Dr. Lutter became both a Ph.D. and CFP® [5:14] * How addiction patterns can be demonstrated in finances [7:01] * The difference between therapy and psychology [10:49] * Do most people in therapy need financial therapy as well? [12:58] * Why every stakeholder needs to be heard and listened to [14:34] * How financial therapy can help overall mental health [20:20] * What can you do to alleviate anxiety around money? [22:05] * The interplay between emotions and money in our lives [25:28] * Why both partners to understand family finances [28:50] * Why Dr. Lutter wrote "Want to be happy? Hire a financial advisor” [32:29] * Is it an advisor's role to introduce core values to their clients? [36:36] * What Dr. Lutter did today that put her in the right mindset for success? [37:53]
Resources & People Mentioned * Dr. Lutter’s Research: Financial Therapy: Theory, Research, and Practice * Dr. Lutter’s Article: Want to be happy? Hire a financial advisor
Connect with Dr. Sonya Lutter * The website * On Linkedin * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Burt White is the Managing Partner and Chief Strategy Officer at Carson Group. He helps steer the company’s strategic focus as a member of Carson’s executive board and is a prominent voice and advocate for the independent advisor.
Drawing on decades of industry experience, Burt elevates the firm’s opportunities for growth across corporate and investment strategies. He works with Carson’s investment team to build and deliver an investment ecosystem that drives growth for the firm’s 120 partners, who collectively manage $20 billion in assets.
Burt’s excitement to redefine how our industry talks about wealth shines through his work. He believes adaptability is a superpower and is highly motivated to innovate, pioneer, and deliver forward-thinking industry thought leadership.
Burt is passionate about making a meaningful impact in the lives of clients and advisors. Given that passion and his unique talent for client storytelling, he is well-equipped to help our advisors best serve clients and generate new business.
Carson Group Founder and CEO Ron Carson calls Burt a visionary in the industry who understands where the profession is and where it needs to go. Listen in for some great takeaways about Burt’s vision for the future of Carson Group and the profession as a whole.
You will want to hear this episode if you are interested in... * Learn more about Burt White and what led him to Carson Group [3:31] * Why Burt came out of retirement to join the Carson movement [5:23] * Why Burt is passionate about the RIA model [8:41] * How Burt uses an exercise to demonstrate the power of community [11:33] * How technology will help advisors improve service and planning [16:25] * Why Burt believes “The new currency is human” [22:25] * What Burt wishes the average retail investor knew [26:21] * Burt’s advice for advisors just entering the industry [29:42] * What Carson Group’s “Find Your Freedom” means for Burt [35:07] * What Burt did today that put him in the right mindset for success [37:27]
Resources & People Mentioned * The Power of Moments: Why Certain Experiences Have Extraordinary Impact * Ron Carson: Blazing A New Path, Episode #2 * Find Your Freedom, Episode #100
Connect with Burt White * The website * On Twitter * On Linkedin * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Kris McCarthy is the Co-Founder and COO of FanSaves. Kris played seven years of professional hockey and won two Championships before transitioning into the front office. He served as the Director of Sales for Two Minor League hockey teams in 2017. That’s when he and Shannon Ferguson came across a pain point that led to the creation of FanSaves.
Kris works with teams and organizations to increase sponsorship sales and fan engagement through their award-winning digital platform. FanSaves allows teams to digitally activate their fans through discounts and deals provided by team sponsors while making fan data and analytics available.
Kris is also the host of a podcast called, “Living the Startup,” sponsored by Staples Canada. He’s recorded over 75 episodes sharing stories from startup founders from all over the world. Listen in for some takeaways about Kris’s time as a hockey player and how he and FanSaves are improving sponsorship and fan engagement in the sports arena.
You will want to hear this episode if you are interested in... * Learn more about Kris McCarthy and FanSaves [3:23] * Kris’s favorite story from his time in hockey [6:34] * How Kris became the GM of a team while playing [9:18] * What FanSaves is and how it came into existence [11:35] * How the platform measures sponsorship engagement [16:10] * Handling innovative technology on their platform [18:02] * How NFTs might impact the FanSaves experience [19:13] * Kris’s PitchFest experience and what you can learn from it [21:08] * What Kris has learned from failing forward [24:55] * What it’s like working with his significant other [26:16] * What Kris did today that put brought him joy [28:00]
Resources & People Mentioned * Untold: Crimes & Penalties
Connect with Kris McCarthy * The website * On Instagram * On Twitter * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Olivia Dreizen Howell is the co-founder of Fresh Starts Registry, the first-ever support registry and resource guide for anyone navigating life changes, including divorce or breakup, moving, career changes, stepping into your truth, or starting again after grief.
When Olivia got married at 26, she didn’t think she’d find herself signing divorce papers eight years later. As she stood in her empty house, it dawned on her that we celebrate weddings but never the bravery it takes to restart your life.
Fresh Starts Registry provides curated and researched product bundles and is a go-to source to help you find the basics you need for a fresh start so you can feel confident, proud, and ready to begin again.
Listen in for some great takeaways about Olivia’s entrepreneurial journey, navigating life after divorce, and how she founded the Fresh Starts Registry.
You will want to hear this episode if you are interested in... * Learn more about Olivia Dreizen Howell and Fresh Starts Registry [3:00] * Fresh Starts Registry is a Resource Guide and community resource [10:03] * Why Olivia refers to herself as “The Digital Yenta” [12:10] * What Olivia means when she says “Divorce is a gift” [14:06] * How to support someone going through a divorce [15:43] * Olivia’s advice for navigating safely getting out of a bad marriage [20:21] * How Olivia built the resource guide to help people find their “hype team” [23:38] * What you can learn from women who’ve gone through a divorce [26:32] * What Olivia loves about living in Long Island [30:14] * What Olivia did today that put her in the right mindset for success [32:38]
Resources & People Mentioned * Go to FreshStartsRegistry.com and apply to be an expert! * The Power of Moments * Yentalist
Connect with Olivia Dreizen Howell * The website * On Instagram * On Linkedin * On Facebook
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Skye Warren is a New York Times bestselling author in the dangerous romance subgenre, and her works include “The Endgame Trilogy.” Skye shifted from starving a artist to a successful author and is always looking to share her knowledge and experience with others in the profession.
Skye understands the importance of investing in yourself and your business and turned a $100,000 investment into over $850,000 in sales in one year. She’s used her skills to raise money for great causes, most recently for relief and human rights organizations working in Ukraine.
Her books have been featured in Jezebel, Buzzfeed, USA Today, Happily Ever After, Glamour, and Elle Magazine. Listen in for some great takeaways about the business of being a writer and how making an investment in your business can yield fantastic results.
You will want to hear this episode if you are interested in... * Learn more about bestselling author Skye Warren [2:47] * Skye explains the subgenre of dangerous romance [4:16] * What inspired “Nightingale: An Anthology for Ukraine” [12:48] * Learn how to effectively use Facebook Ads for marketing [17:08] * How Skye decides how to design her book covers [22:43] * Why Skye has published with 1,001 Dark Nights [30:26] * How TikTok has changed the marketing world for authors [31:47] * How authors can ensure their readers feel appreciated [36:51] * What Skye did today that put her in the mindset for success [40:55]
Resources & People Mentioned * 1,001 Dark Nights with Liz Berry, Episode #83 * Sign up for Skye’s Newsletter to get free resources * PickFu
Connect with Skye Warren * The website * On Instagram * On Twitter * On Pinterest * On Facebook * On TikTok
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Jake Kelfer is the founder of “Big Idea to Bestseller.” He is a lifestyle entrepreneur, life elevator, and coach to ambitious entrepreneurs and freedom seekers helping them write and launch bestselling books to grow their businesses, boost their credibility, and create a massive impact.
He is a 3x bestselling author, a high-energy motivational speaker, investor, and the founder of the Professional Basketball Combine which has helped 70+ NBA draft prospects turn their dreams of playing pro basketball into their reality. He and his work have been featured in Forbes, Sports Illustrated, ESPN, and many other major media outlets.
Listen in for some great takeaways from Jake’s journey as an entrepreneur and how he’s helping others fulfill their dream of becoming an author.
You will want to hear this episode if you are interested in... * [2:14] Learn more about Jake Kelfer and his businesses * [7:04] Why you get to decide what success looks like * [10:00] How Jake landed his job with the Lakers from a networking call * [15:56] How Jake’s job made him realize he was good with people * [19:53] Why Jake decided to add public speaking to his repertoire * [22:25] Jake explains the role of an NBA Draft Coach * [25:25] The idea behind Jake’s company, “Big Idea To Bestseller” * [29:40] Using the “ACE” process to find joy in the process * [32:18] Why Jake believes it’s important to elevate others * [35:22] Life is about the ability to choose what you want * [37:50] What Jake did today that brought him joy
Resources & People Mentioned * The Infinite Game by Simon Sinek
Connect with Guest * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Travis Roy—a 20-year-old hockey player with a promising future—sustained a life-changing injury in October 1995. 11 seconds into his first game as a Freshman at Boston University, a freak accident drove him into the boards, leaving him paralyzed from the neck down. It ended his career and changed his life forever.
As his accident became national news, an entire country became his fan club, cheering him on as he adjusted to daily life and rooting for him when he established the Travis Roy Foundation, dedicated to research and one-on-one assistance for spinal injury cases.
Six years ago, after his dad suffered a spinal cord injury, Scott Litner launched the Travis Roy Hockey Classic. This event brings hockey players from all over the country to skate together at Madison Square Garden to honor and remember Travis while raising money for spinal cord injuries.
Dr. Randy Trumbower is the Executive Director of the Travis Roy Center for Enhancing Functional Independence and the Director of the INSPIRE Laboratory at Spaulding Rehabilitation Hospital.
Lee Roy, Travis’s father, will also be joining us in this episode. They’ve turned the events in Travis’s life into some great work to help those affected by spinal cord injuries everywhere and work toward a cure.
You will want to hear this episode if you are interested in... * Lee shares Travis’s story and how his passion became his purpose [5:23] * Why Travis’s outlook after his injury resonated with others [10:42] * Scott shares how the Travis Roy Hockey Classic came to be [14:00] * Dr. Trumbower shares the mission of the Spaulding Rehabilitation Hospital [17:41] * The future of spinal cord research and working toward a cure [21:17] * How The Travis Roy Foundation became part of Spaulding [24:16] * What can you do to support the mission of Spaulding [28:03] * Learn more about supporting the Travis Roy Hockey Classic [30:16] * What Lee hopes Travis’ legacy will teach others [32:22] * What Dr. Trumbower, Scott, and Lee did today that brought them joy [34:27]
Resources & People Mentioned * INSPIRE Lab * Spaulding Rehabilitation Center
Connect with the Guests * Travis Roy Foundation * Dr. Randy Trumbower on Linkedin * Dr. Randy Trumbower on Twitter
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Nzinga “Zing” Shaw is the first Senior Vice President and Global Chief Impact Officer of Velocity Global. She currently oversees their four centers of excellence: DEI, ESG, Community Engagement, and Philanthropy.
Zing is an experienced C-suite executive with extensive hands-on experience and knowledge spanning change and crisis management to human capital management, employee relations, talent acquisition, organizational and strategic planning, branding, and community engagement.
She is known for her pioneering DEI work with the National Basketball Association, serving as the first D&I Officer, and representing the Atlanta Hawks & State Farm Arena franchise. Zing was the first Chief Inclusion & Diversity Officer at four blue-chip organizations: Edelman, the NBA, Starbucks, and Marsh McLennan.
She has been recognized with numerous “40 Under 40” awards from the likes of Sports Business Journal, Atlanta Business Chronicle, The Network Journal, and PR Week.
Listen in for some great takeaways about how Zing has transformed some of the largest companies out there and continues to leave her mark on corporate America by making it better than she found it.
You will want to hear this episode if you are interested in... * Learn more about Nzinga “Zing” Shaw and what led her to DEI work [4:08] * Why Zing walked away from multiple full-ride NCAA scholarships [10:20] * How being authentically herself shaped Zing’s life and career [14:05] * What Zing learned from her time with the NFL, NBA, and Starbucks [17:52] * Partnering with Vision to Learn to change the trajectory of a child’s life [20:33] * Why Zing’s career path was more of a jungle gym instead of a ladder [25:22] * How learning to push away what others think has led to Zing’s success [29:02] * What people need to understand about diversity, equity, and inclusion [30:33] * Why you should become part of the communities you want to support [35:16] * Zing shares some tips to help you build leadership in your organization [39:11] * What Zing did today that put her in the right mindset for success [44:27]
Resources & People Mentioned * Spelman College * Vision to Learn
Connect with Nzinga Shaw * The website * On Linkedin
Connect With Mitlin Financial * podcastatmitlinfinancial(dot)com - email us with your suggestions for topics or guests * If you would like to learn more schedule a call: https://mitlin.us/FitCall * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Ryan Vesce graduated from Cornell University in 2004 and went on to play 14 years professionally—over 700 games—across the NHL, AHL, KHL, and Europe. He is well known for his leadership, mental toughness, work ethic, and tireless drive to improve his game.
Ryan had access to advanced healing techniques and some of the best rehab professionals in the world. After major back and hip surgery, Ryan started combining these techniques with Sean Sullivan’s training methodology and the results were immediate. As a result, Ryan played an additional five years of professional hockey pain-free.
Ryan and Sean Sullivan co-founded Matterhorn Fit and its sub-brands (Matterhorn Fit, Matterhorn Fit All-Ivy Showcase & Matterhorn Mentors). The Matterhorn family of brands is intensely focused on human development. It was founded to provide everyone with the advanced wellness process that was so instrumental in his career and life.
Listen in for some great takeaways about Ryan’s time as a professional hockey player and how he has taken the advanced healing process to the entire sports community and the world.
You will want to hear this episode if you are interested in... * Learn more about professional hockey player and entrepreneur Ryan Vesce [3:01] * What it was like winning a National Championship with the Long Island Gulls [4:16] * The lessons Ryan learned from playing professional hockey for 14 years [7:53] * What’s unique about the Matterhorn Fit rehabilitation process [10:35] * The biggest mistake young athletes make with physical fitness [15:48] * How Ryan became involved with local senior citizens in his community [18:54] * Ryan’s most rewarding “success” story from Matterhorn Fit [21:15] * Ryan’s experience co-founding a clothing company with a friend [23:56] * Where Ryan inherited his entrepreneurial spirit [25:45] * Why Ryan believes mindset is so critical to his success [27:20] * Learn more about the Matterhorn Mentor program [31:09] * What Ryan did today that put him in the right mindset for success [34:45]
Resources & People Mentioned * The Matterhorn Mentor Program
Connect with Ryan Vesce * The website * On Instagram * On Linkedin * On Facebook
Bio Ryan Vesce graduated from Cornell University in 2004 and went on to play 14 years professionally (over 700 games) across the NHL, AHL, KHL, and Europe. He is well known for his leadership, mental toughness, work ethic and tireless drive to improve his game. Ryan is currently the Co-Founder & CEO of Matterhorn Fit and its sub-brands (Matterhorn Fit, Matterhorn Fit All Ivy Showcase & Matterhorn Mentors). The Matterhorn family of brands is intensely focused on human development.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Theron Skees is a highly adaptive, solution-oriented creative executive with 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry.
Theron is a veteran of Walt Disney Imagineering and he has led diverse creation, design, and construction projects from hundreds of millions to multiple billions of dollars in a wide variety of experience types.
He is a corporate culture evangelist who applies vision, strategy, focus, and high personal standards to advance design and increase brand equity by using stories as the key element to deliver business goals and make an emotional connection to guests.
Theron founded The Designer’s Creative Studio to leverage his skills and experiences for the worldwide business community. Listen in for some great takeaways from his time at Disney and his passion for creating unbelievable experiences for people.
You will want to hear this episode if you are interested in... * Learn more about Theron and The Designer’s Creative Studio [3:20] * What business owners can learn from the Disney experience [6:26] * How they approach the physical environments on Disney cruise ships [11:40] * Why being laid off from Disney was the best thing that ever happened [15:56] * Theron shares why every business needs to find its “Why” [22:50] * How Theron uses creativity and storytelling to design customer experiences [25:49] * Why getting to know your customers inside and out really matters [30:18] * The importance of making creativity part of your company culture [34:15] * Why Theron screens and selects the clients he works with carefully [38:27] * What Theron did today that put him in the right mindset for success [43:02]
Why being laid off from Disney was the best thing that ever happened One of Theron’s favorite quotes was Eleanor Roosevelt’s: “I’m like a tea bag. You never know how strong I am until you put me in hot water.” His career in Imagineering at Disney equated to that. Every new role he took on was something he’d never done before. He continued to take on bigger and bigger roles. He worked 70-hour weeks and traveled at least one week a month. When he was designing cruise ships, he had to fly 9 hours and drive two hours to simply get to the shipyard.
When he was laid off, he realized it was a gift. He notes that very few opportunities give you time to stop, think, and reevaluate. Theron decided to take the rest of his career and manage it the way he wanted to. Now he does consulting, keynotes and workshops, and executive coaching. He’s doing what he loves and interacting with people he enjoys working with.
Theron shares why every business needs to find its “Why” Your “why” is important on every level. Theron uses Simon Sinek’s Golden Circle process with clients. He’s typically hired to help clients refine their brands. So the first thing they do is cover their why: Who are you as a company? Why do you do what you do? From there, the how and the what are easier to put together.
Your why story as a company should be expressed in every single touchpoint of your brand—your website, your people, your social media, and more. Engaging your customer in the why of your brand helps create consistency in their experience.
How Theron uses creativity and storytelling to design customer experiences Theron is a believer in the Experience Economy approach. Whether it’s a product or service, it emphasizes that you’re dealing with human beings. And humans catalog memories in story format. So it only makes sense to create experiences driven by story.
Every type of interaction with your brand should be designed to be memorable. If you create story-driven experiences that create an emotional connection between your customer and your brand, what you do becomes magical. They’ll want to repeat the experience again and again. It works in every vertical of the economy. Story is a consistent element that drives brand equity and creates built-in differentiation within your own segment.
The importance of making creativity part of your company culture Business people should be more creative and creative people need to be more business-minded. Businesses need to stay nimble and make decisions quickly. Risk-taking is allowing yourself to fail forward.
As humans, we get comfortable when we move into success. It’s easy to camp on that. But many big box stores that did that are no longer in existence (like Sears and Toys R Us). You need to be fast on your feet and think in terms of impossible things. You can’t be 100% satisfied with where you are. How would you tackle something that seems impossible? Being creative shakes things up.
Theron is a wealth of information about designing customer experiences that are memorable to gain lifelong customers. Listen to this episode to learn from a master creator!
Resources & People Mentioned * Start with Why * The Experience Economy
Connect with Theron Skees * The website * On Instagram * On Linkedin * On Facebook * On YouTube
Bio Theron is a highly adaptive, solution-oriented creative executive with 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry. A veteran of Walt Disney Imagineering, he has led diverse creation, design and construction projects from hundreds of millions to multiple billions of dollars in a wide variety of experience types. He is a corporate culture evangelist who applies vision, strategy, focus and high personal standards to advance design and increase brand equity. Using “Story” as the key element to deliver business goals and make an emotional connection to guests
Theron is an organized creative leader with exceptional capability in managing multiple, concurrently running teams and is a highly respected, natural communicator who interfaces positively and professionally at all levels. He is a fair negotiator who is level headed under pressure and does what it takes to get the job done. Founder of The Designer’s Creative Studio that seeks to leverage this skill and experience to the worldwide business community, Theron is also a global public speaker and a guest educator at multiple universities.
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
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Today’s guest is Rob Dube, the co-founder, owner, and Board Chair of imageOne and the Visionary/CEO of The 10 Disciplines for Managing and Maximizing Your Energy. Rob started his first business in high school selling Blow Pops out of his locker. In 1991, he founded imageOne with his best friend, Joel Pearlman.
Rob helped guide the company with a focus on its purpose: to deliver genuine care that consistently drives extraordinary energy, actions, and experiences to every one, every day, every time. A unique approach to business that has driven the company to success in its industry.
Rob is also the Visionary/CEO of The 10 Disciplines for Managing and Maximizing Your Energy, a video-based journey that teaches people 10 fast, simple, powerful, and fully customizable disciplines to manage and maximize their energy and live an optimal life.
Rob challenges business leaders and entrepreneurs to look inward with mindfulness and meditation by sharing his own mindful leadership journey. Listen in for some great takeaways about Rob’s entrepreneurial journey and how he’s using his experiences to empower and energize others to lead their best lives.
You will want to hear this episode if you are interested in... * Learn how Rob became the “Visionary” of The 10 Disciplines [3:44] * Rob shares a ten-thousand-foot view of what EOS is [5:10] * The purpose of The “10 Disciplines for Managing and Maximizing Your Energy” [7:44] * Do you need to be familiar with EOS to implement the 10 Disciplines? [11:20] * The 10 Disciplines for Managing and Maximizing Your Energy [12:10] * How the 10 Disciplines tie into EOS and living The EOS Life [25:12] * Are all the disciplines equally important or do some carry more weight? [28:29] * The best way to adopt these disciplines into your business and lives [29:59 * Three takeaways entrepreneurs should expect to walk away with [31:29] * How the 10 Disciplines and EOS have impacted Rob personally [32:45] * What Rob did today that put him in the right mindset for success [35:39]
Resources & People Mentioned * Download the 10 Disciplines eBook and assessment for FREE * Business Harmony with EOS with Mitchell York, Episode #35 * Abundance Mindset with Justin Breen, Episode #11
Connect with Rob Dube * The website * On Twitter * On Linkedin * On Facebook
Bio From Blow Pops to Forbes Best Small Companies! Rob started his first business in high school selling Blow Pops out of his locker. In 1991, he founded imageOne with his best friend, Joel Pearlman.
Rob helped guide the company with a focus on their purpose: to deliver genuine care that consistently drives extraordinary energy, actions and experiences to every one, every day, every time. A unique approach to business that has driven the company to success in its industry. imageOne is simply the best at helping clients with technology solutions to optimize and manage print, automate business process, secure documents, and help ensure a safe and healthy work environment.
imageOne has been recognized as a Top 25 Small Businesses in America on the list of Forbes Small Giants, an Inc. Magazine Best Places to Work, as the number one Top Workplace in Michigan, a National Best and Brightest Company to Work For, one of Inc. 5000’s Fastest Growing Private Companies in America, a Positive Workplace by the University of Michigan’s Stephen M. Ross School of Business, and Crain’s Detroit Cool Places to Work.
Rob is the Visionary/CEO of The 10 Disciplines for Managing and Maximizing Your Energy, a video-based journey that teaches people 10 fast, simple, powerful, and fully customizable disciplines to manage and maximize their energy and live an optimal life. He is the author of the best-selling book, donothing,™ the most rewarding leadership challenge you will ever take and the host of the Leading with Genuine Care retreat and podcast. Rob challenges business leaders and entrepreneurs to look inward with mindfulness and meditation by sharing his own mindful leadership journey.
Rob is a past Member of the Board of Directors for the Small Giants Community, the Boys and Girls Club, former Chairman of the Boys and Girls Club Walk for the Future, and past President of the Detroit Chapter of the Entrepreneurs’ Organization. Rob was honored to receive the RARE Everyday Hero award for his work in the community.
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
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Caleb Silver is the Editor-in-Chief of Investopedia and host of “The Investopedia Express” and “The Green Investor” podcasts. Caleb began his career producing wildlife documentaries in South America. His career in business news began at Bloomberg, where he was a Senior Television producer and was nominated for an Emmy Award in 2003.
He then joined CNN as a Senior Producer for “The Situation Room” with Wolf Blitzer. He was also the Executive Producer of CNN Money. He was nominated for an Emmy Award for “New Approaches to Business and Financial Reporting.” Caleb left CNN in 2014 to form v, a digital production and consulting company. He joined Investopedia in 2016 as the Editor-in-Chief and Senior VP of Content.
He is a frequent guest on CNBC, MSNBC, Yahoo Finance, and ABC Radio. Listen in for some great takeaways about Caleb’s journey in the media and how he feels financial advisors are making an impact in the financial world and on the clients they serve.
You will want to hear this episode if you are interested in... * How Caleb became the Editor-in-Chief and SVP of Content for Investopedia [3:22] * Learn more about Investopedia and how they serve the community [7:08] * Caleb’s thoughts on how financial media has changed over the past two decades [13:06] * How immediate access to information has impacted the average investor [15:09] * Learn about the selection process to make Investopedia’s 100 list [18:35] * Caleb’s best advice for someone thinking about hiring a financial advisor [24:44] * How Caleb sees media and the financial media changing in the future [28:34] * The most interesting thing Caleb has experienced during his career [31:05] * The next big thing on the horizon for Caleb Silver [32:55] * What Caleb did today that put him in the right mindset for success [36:10]
Resources & People Mentioned * Investopedia
Connect with Caleb Silver * The website * On Instagram * On Twitter * On Linkedin
Bio Caleb Silver is the Editor in Chief of Investopedia and host of The Investopedia Express, and The Green Investor podcasts. He is an award-winning business journalist who has previously worked as the Director of Business News at CNN, the Executive Producer of CNN Money, and a Senior Producer at Bloomberg Television. He is a frequent guest on CNBC, MSNBC, Yahoo Finance, and ABC Radio. Caleb joined Investopedia in 2016.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Alessandra Torre is a Bestselling author who’s written twenty-three novels, including multiple New York Times bestsellers. Her first book, “Blindfolded Innocence,” was a hit, rising to the top of the eBook charts on Amazon. It attracted the interest of major publishing houses, landing Alessandra her first print deal with Harlequin HQN.
In 2017, her New York Times bestseller “Hollywood Dirt,” was released as a full-length film by PassionFlix. Torre is also the founder of Inkers Con, an annual authors’ conference. In 2019, Alessandra co-founded Authors A.I., a company that uses artificial intelligence to help authors with their development and editing process.
In this episode of Mitlin Money Mindset™, Alessandra shares some great takeaways about getting your book noticed and read. She also shares why she's passionate about helping new and aspiring authors.
You will want to hear this episode if you are interested in... * How Alessandra became a NY Times best-selling author [3:38] * The impact E.L. James has had on the industry [6:13] * The importance of a book’s description [8:08] * What motivated Alessandra to become a hybrid author [11:49] * What are the benefits of self-publishing? [14:27] * Why Alessandra used a pen name for some of her books [16:46] * The best piece of advice that Alessandra can give new authors [19:15] * What prompted Alessandra to provide free resources for authors [15:13] * InkersCon: The conference for self-published fiction authors [26:56] * Learn how Alessandra’s book “Hollywood Dirt” became a movie [29:30] * What Alessandra did today that put her in the mindset for success [33:58]
Connect with Alessandra Torre * The website (for authors) * The website (for readers) * On Instagram * On Twitter * On Facebook
Bio Alessandra Torre is New York Times, USA Today, and Wall Street Journal Bestselling Author. Alessandra has written twenty-three novels, including multiple New York Times bestsellers.
Her first book, “Blindfolded Innocence,” was a breakout hit, rising to the top of the eBook charts on Amazon where it attracted the interest of major publishing houses and garnered Torre her first print deal with Harlequin HQN. Less than twelve months later, Torre signed a second six-figure print deal, this time with Redhook (Hachette) for the Deanna Madden series, an erotic suspense trilogy.
In 2017, her New York Times bestseller HOLLYWOOD DIRT, was released as a full-length film by PassionFlix. Torre’s novels have been translated in eighteen languages and are distributed in over thirty countries.
Torre is the creator of Alessandra Torre Ink - an authors community and online school with over 20,000 members. She is also the founder of INKERS CON, an annual authors conference. As a self-publishing advocate, Alessandra speaks frequently to universities, conventions and author groups.
She has been featured in such publications as Elle and Elle UK, as well as guest-blogged for the Huffington Post and RT Book Reviews. She is also the Bedroom Blogger for Cosmopolitan.com.
In 2019, Alessandra co-founded Authors A.I., a company that uses artificial intelligence to help authors with their development and editing process. In November of 2020, Authors A.I. launched BingeBooks, an online community that helps readers discover their next great novel.
Listen in for some great takeaways about how Allessandra has seen such great success as an author and how she’s helping authors everywhere.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Dave Starman is a National TV and Radio Game and Studio Analyst for College Hockey and the World Juniors. He is entering his 20th year at CBS Sports Network as college hockey’s lead national analyst and his 15th year as the analyst for Team USA’s games on NHL Network at the World Junior Championships. This season will mark his 11th with ESPN as an analyst on their coverage of the NCAA Men’s NCAA National Tournament for Ice Hockey, The Frozen Four.
Dave is a level 5 USA Hockey master’s coach (since 2001) and has been an instructor in the Coaching Education and Player Development Programs for 25 years. Dave is a former NHL scout having spent 11 years with Toronto, Montreal, and most recently with NHL Seattle.
Currently, he is the Director of Player Development for the Long Beach Lightning in Long Beach, NY (the hometown of NHL defenseman Charlie McAvoy), goalie coach for the Long Beach Sharks of the NA3HL, and does a series of Hockey IQ vignettes for The Coaches Site, an international hockey coaching platform, called The Breakdown with Dave Starman.
Listen in for some great takeaways about Dave’s love of the game of hockey (and why it is the best sport around), and his thoughts on the future of the game.
You will want to hear this episode if you are interested in... * Learn more about Dave Starman’s career [4:23] * Why the World Juniors is the best amateur sporting event [8:24] * What youth sports can teach children about life [14:09] * How hockey is different from other sports [17:10] * Advice for parents dealing with challenging coaches [19:57] * What hockey players’ families need to know about the process [25:28] * The importance of practice-to-game ratio at the youth hockey level [28:37] * Dave’s thoughts about the future of college hockey [31:43] * How do we grow the game of hockey? [34:23] * Dave’s experience as a hockey Dad [38:34] * What Dave did today that brought him joy [43:18]
Resources & People Mentioned * Mike Snee * The Coaches Site with Aaron Wilbur, Episode #71 * College Hockey Inc., Episode #105 * College Hockey Inc.
Connect with Dave Starman * On Instagram * On Twitter
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Marty Strong is a retired Navy SEAL officer and combat veteran. He’s also an author, a practicing CEO, and Chief Strategy Officer. After 20 years as a Navy Seal, he joined UBS as an Investment Professional. During this time, he focused on high-net-worth individuals. 75% of his clients were self-made entrepreneurs, half of which had no college education.
Marty learned key entrepreneurial lessons about what business leadership and success look like, and what attributes are shared by highly successful people. Marty left the financial services industry to build and lead rapidly scaling companies.
Marty writes about his experiences and insights in his book “Be Nimble: How the Creative Navy SEAL Mindset Wins on the Battlefield and in Business.” Listen in for some great takeaways about leadership and how Marty has turned lessons from the battlefield into daily practices at the businesses he serves.
You will want to hear this episode if you are interested in... * [3:45] Learn more about Marty Strong and his background as a Navy SEAL * [6:03] How being a successful SEAL officer applies to business management * [10:42] Can all leaders learn how to manage severe amounts of stress? * [13:12] What surviving The Crucible taught Marty about himself * [16:55] Marty’s tips to scale a small-to-early-stage company * [19:25] How to create long-term value in the company you lead * [24:03] How to create winning cultures in the businesses you lead * [28:20] How Marty keeps up with the markets and the competition * [32:27] Why Marty emphasizes that humility is a key to success * [35:17] The challenges Marty faces in developing new leaders * [38:12] What Marty did today that put him in the right mindset for success
Resources & People Mentioned * Be Nimble: How the Creative Navy SEAL Mindset Wins on the Battlefield and in Business * Be Visionary: Strategic Leadership in the Age of Optimization
Connect with Marty Strong * The website * On Instagram * On Linkedin
Bio Marty Strong is a retired Navy SEAL officer and combat veteran. He is a novelist, a practicing CEO and Chief Strategy Officer, and the author of Be Nimble: How the Creative Navy SEAL Mindset Wins on the Battlefield and in Business, and a second book, Be Visionary: Strategic Leadership in the Age of Optimization, set for release in December 2022. Marty spent a lifetime meeting challenges head on, succeeding in three professions, anticipating crisis, and leading through chaos.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today’s guest is Jeffrey Krentzman, the owner of The BBQ Cleaner and the host of the podcast, “Mind Your Pucking Business.” Jeff looks to help future entrepreneurs start their own BBQ grill cleaning business by arming them with a proven turnkey business model.
Jeff knew that he wanted his own business early on, but wasn’t sure what direction to go. He was an avid reader of the “International Franchise” magazines, which is where he first heard of the Ovenu cleaning franchise business (based in Europe). Jeff saw an opportunity to bring the concept to the United States. A few months later, he launched his business.
A decade later, he has over 265 locations across the country. Listen in for some great takeaways about launching a franchise, what it’s like running a business with a nationwide presence, and the entrepreneurial mindset.
You will want to hear this episode if you are interested in... * Learn more about Jeff Krentzman and the BBQ Cleaner [3:58] * Why Jeff launched his podcast, “Mind Your Pucking Business!” [6:30] * The best piece of advice Jeff wants aspiring entrepreneurs to know [10:34] * What it’s like running a business with a large nationwide presence [13:02] * What has catapulted the growth of the BBQ Cleaner? [14:52] * Can you launch a BBQ Cleaner franchise as a side hustle? [16:20] * The biggest reason Jeff’s locations have seen so much success [17:33] * What using The BBQ Cleaner looks like for customers [19:31] * How to open your own BBQ Cleaner franchise [20:25] * The biggest lesson Jeff has learned as an entrepreneur [21:15] * Where Jeff got bit by the entrepreneurial bug [22:09] * Learn more about Jeffrey’s podcast, “Mind Your Pucking Business!” [23:43] * What’s up next for Jeffrey Krentzman, the next big thing? [26:19] * What Jeff did that put him in the right mindset for success [27:41]
Resources & People Mentioned * Rich Dad's CASHFLOW Quadrant
Connect with Jeffrey Krentzman * The website * On Instagram * On Linkedin * On Facebook
Bio I started The BBQ Cleaner in 2009 and it has now expanded to over 265 locations across the country. We provide people with everything they need to start their own grill cleaning business. I also host a weekly podcast, Mind Your Own Pucking Business, which focuses on hockey but also small business and entrepreneurship.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Ryan Detrick is Carson Group’s Chief Market Strategist. He is responsible for advancing Carson’s Investment Research team, delivering market insights, and expanding the firm’s investment platform. Beyond this, he provides research and guidance that drives growth for the more than 130 Carson partners who collectively manage $20 billion in assets.
As a Carson partner firm, Mitlin Financial and myself are happy to have him aboard. His strong relationships and expertise help enhance Carson’s industry-leading investment management offering and further the firm’s mission of being the most trusted for financial advice.
Ryan has spent more than 20 years working in the financial markets. Early in his career, he spent more than a decade at Schaeffer’s Investment Research. Ryan regularly shares his insights on national broadcast outlets such as Yahoo! Finance, CNBC, FOX Business, and Bloomberg TV and radio.
Listen in for some great takeaways about the work taking place at Carson Group and what Ryan brings to the firm, the families we serve, and the profession as a whole. HINT: It’s a whole lot of fun.
You will want to hear this episode if you are interested in... * Learn more about Ryan Detrick and his role at Carson Group [3:08] * Why Ryan is passionate about the work being done at Carson Group [5:00] * Why Ryan is drawn to the Registered Investment Advisor (RIA) model [9:30] * Why Ryan thinks it’s important to make commentary for investors fun [12:34] * Why your source of information and advice is important to consider [19:13] * How Ryan believes wealth management will shift over the next few years [21:25] * How FinTech is going to help advisors serve the families they work with [25:46] * Ryan’s advice for young financial advisors getting started in their careers [29:45] * Why Ryan believes it’s important to be active on social media in his role [35:14] * What Ryan did that brought him joy and put him in the right mindset for success [38:52]
Resources & People Mentioned * Carson Group
Connect with Ryan Detrick * The website * On Twitter * On Linkedin
Bio Ryan Detrick serves as Carson’s Chief Market Strategist. In his role, he is responsible for advancing Carson’s Investment Research team, delivering market insights and expanding the firm’s investment platform. Beyond this, he provides research and guidance that drives growth for the more than 130 Carson partners who collectively manage $20 billion in assets.
Prior to Carson, Ryan spent six years at LPL Financial, most recently serving as their Chief Market Strategist. At LPL, he was responsible for managing more than $70 billion in AUM, along with research and writing for advisors. He also led the LPL Market Signals podcast, their YouTube channel, and their research blog.
Originally from Springfield, Ohio, Ryan has spent more than 20 years working in the financial markets. Early in his career, he spent more than a decade at Schaeffer’s Investment Research. He has a Chartered Market Technician (CMT) designation, a bachelor’s in finance from Xavier University, and an MBA from Miami University. Ryan regularly shares his insights on national broadcast outlets such as Yahoo! Finance, CNBC, FOX Business and Bloomberg TV and radio.
His strong relationships and expertise help enhance Carson’s industry-leading investment management offering and further the firm’s mission of being the most trusted in financial advice. Ryan, a lifelong Cincinnati Bengals fan, resides in Ohio with his family. In his free time, he can be found coaching his two boys in various sports. He enjoys traveling to new places and eating at any – and all – restaurants.
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
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Lisa Riggs is the founder and CEO of Spirit Sox USA. Known as the “Sock Queen,” Lisa founded her company to make a difference in the world with each pair of customized socks. By collaborating with her customers to design unique socks and incorporating their branding, Lisa has found a niche that allows her to use her background in fundraising, HR, and management.
As a mom of two college-aged children, Lisa has been involved in fundraisers for a variety of their activities and sports. After creating a sock fundraiser for her daughter’s school, Lisa realized this success could be replicated in other businesses and Spirit Sox USA was born. Lisa has helped hundreds of businesses with branded socks that can be sold, provided as a corporate gift, or offered as a customer giveaway.
Spirit Sox USA helps customers make positive impacts across their audiences with fun and customizable gear. Listen to this episode of Mitlin Money Mindset™ for some takeaways about Lisa’s journey as an entrepreneur and the incredible ways she strives to give back to her community.
You will want to hear this episode if you are interested in... * Learn more about “Sock Queen” Lisa Riggs [3:11] * How Lisa earned the title “The Sock Queen” [4:52] * Lisa’s journey to becoming an entrepreneur [7:16] * Learn more about Lisa’s company, Spirit Sox USA [12:11] * How Lisa leverages LinkedIn to grow her brand [15:38] * Using her teaching personality to help others [18:47] * How Lisa’s authenticity has helped her business grow [20:55] * Fighting the objectification of women on LinkedIn [25:21] * Why it’s important to have non-negotiables in your life [28:34] * What’s happening next for Lisa and Spirit Sox USA [31:12] * What Lisa did today that brought her joy [31:53]
Resources & People Mentioned * The Entrepreneurial Operating System (EOS)
Connect with Lisa Riggs * The website * On Linkedin * On Facebook * On Pinterest
Bio Lisa Riggs, known as the Sock Queen, is the founder of Spirit Sox USA, a company focused on making a difference in the world with each pair of its customized socks. By collaborating with her customers to design unique socks and incorporating their branding, Lisa has found a niche that allows her to use her background in fundraising, HR, and management.
As a mom of two college-aged children, Lisa has been involved in fundraisers for a variety of their activities and sports. After creating a sock fundraiser for her daughter’s school, Lisa realized this success could be replicated in other businesses and Spirit Sox USA was born. To date, Lisa has helped hundreds of businesses with branded socks that can be sold, provided as a corporate gift, or offered as a customer giveaway.
Lisa, a lifelong resident of California, has been married for 25 years and has two college-age children. With two dogs, a 30-year-old box turtle, and an active lifestyle, Lisa and her family enjoy spending time at the beach, going hiking, and playing sports.
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
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Daniel Felt is the Founder and CEO of Kura Home. Daniel grew up on a hobby farm and began working for the small family business starting at a young age. At age 16, he helped his parents build their dream home, learning everything from concrete pouring to siding installation.
After studying business at Bethel University, he worked for several years in the business and home service industry. As a General Manager, he saw that there was a huge need for busy homeowners to have their home maintenance taken care of in a professional manner. This discovery left him to establish Kura Home.
Daniel has a growth-oriented mindset and is working hard to scale his business rapidly. He has surrounded himself with a leadership team that motivates him to pursue large goals for the company. Listen in for some great takeaways about Daniel’s entrepreneurial journey and pushing yourself to continuously innovate.
You will want to hear this episode if you are interested in… * Learn more about Daniel Felt and Kura Home [3:17] * How Daniel’s past work experience impacted Kura Home [11:23] * Kura Home’s effective social media marketing strategy [14:44] * How Kura home uses influencers to help expand the business [18:34] * How Daniel built a culture that is customer-centric [23:20] * Handling hiring during these challenging times [26:42] * Utilizing accountability and transparency in team meetings [29:04] * What Daniel believes is the key to the success of Kura Home [31:52] * The #1 lesson Daniel has learned as an entrepreneur [34:45] * The next big things for Daniel Felt and Kura Home [36:19] * What brought Daniel joy and put him in the right mindset for success [37:19]
Resources & People Mentioned * Business Harmony with EOS with Mitchell York
Connect with Daniel Felt * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Bio I grew up on a hobby farm and began working for the small family business starting at a young age. At age 16, I helped my parents build their dream home on the farm, learning everything from concrete pouring to siding installation. After studying business at Bethel University, I worked several years in the business and home service industry. As a General Manager, I saw that there was a huge need for busy homeowners to have their home maintenance taken care of in a professional manner, and, thus, Kura Home was established.
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
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Today’s guest is Dr. Mark Penning, Vice President of Disney Animals, Science, and Environment for Walt Disney Parks and Resort. He oversees animal care and environmental initiatives around the world and leverages field conservation initiatives supported by the company. His team shares inspirational stories and experiences of nature and animals with theme park resorts and guests.
He is a trained Veterinarian who owned and operated a veterinary and wildlife relocation business in South Africa before joining Walt Disney Parks and Resorts. He specialized in the treatment of birds and reptiles and has done surgical work on lions, elephants, and a host of other animals. Listen in for some great stories about his adventures caring for some of the world’s most precious animals.
You will want to hear this episode if you are interested in... * [3:11] Learn more about Dr. Mark Penning and his passion for animals * [7:58] Dr. Mark shares about his role at Disney * [10:56] How Gino the Gorilla impacted Dr. Mark * [18:13] The gorilla orphanage in Rwanda and the DRC * [20:52] How bees keep elephants from destroying crops * [25:06] Disney’s efforts that protect the planet * [28:50] The importance of captive breeding programs * [33:42] Dr. Mark’s love for his personal animals * [38:27] What listeners can do to protect wildlife * [42:11] What Dr. Mark did that brought him joy
Resources & People Mentioned * Disney Theme Parks
Connect with Dr. Mark Penning * On Instagram * On Linkedin
Bio Dr. Mark Penning oversees animal care and environmental initiatives for Disney Parks, Experiences and Products at our sites around the globe. Mark is based at Disney’s Animal Kingdom, and also leads the teams responsible for Disney field conservation efforts to protect wildlife and wild habitats around the world, and the responsible portrayal of animals and nature in Disney film and television productions.
Mark is a veterinarian by training, with a special interest in wildlife. He previously served as CEO of the South African Association for Marine Biological Research in Durban, South Africa - a non-profit organization dedicated to marine research and conservation. He has served as President of the World Association of Zoos and Aquariums, an organization based in Barcelona representing the premier zoos and aquariums around the world. He sits on the board of the Dian Fossey Gorilla Fund International, and is a Trustee of Wild Welfare, a UK-based animal welfare organization.
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
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Today’s guest is Dr. Marc Adelberg, founding and Senior Partner of Adelberg Montalvan Pediatric Dental. When not seeing patients, he acts as the CEO/visionary for the team. He and his team are doctors of EOS—the Entrepreneurs Operating System—and credit a great deal of their growth to its principles.
As a board-certified pediatric dentist, Dr. Marc has been delivering outstanding pediatric dentistry since 1998. He received his undergraduate education from the University of Albany, majoring in psychology, and his dental education from the University of Buffalo. He completed a two-year residency in pediatric dentistry at Montefiore Medical Center, the hospital for the Albert Einstein College of Medicine. Listen in for some great takeaways about Dr. Marc’s journey as a dentist, entrepreneur, and visionary.
You will want to hear this episode if you are interested in... * Learn more about Dr. Marc Adelberg and his practice [3:38] * How Dr. Marc named his current pediatric dental practice [8:59] * How Dr. Marc’s love for Disney World has shaped his practice [11:49] * When Dr. Marc uncovered the idea of core values and their importance [16:35] * Learn what Dr. Marc’s “Core value shoutouts” are [27:36] * How Dr. Marc uses the Kolbe score in his practice [33:30] * The entrepreneurial mindset makes Dr. Marc different [35:48] * How Dr. Marc grew his practices in a competitive environment [40:44] * What Dr. Marc did today that put him in the right mindset for success [45:28]
Resources & People Mentioned * The E-Myth Revisited
Connect with Dr. Marc Adelberg * The website * On Linkedin * On Facebook * On YouTube
Bio Dr. Marc Adelberg has been delivering outstanding pediatric dentistry since 1998. He received his undergraduate education from the University of Albany, majoring in psychology, and his dental education from the University of Buffalo. He completed a two-year residency in pediatric dentistry at Montefiore Medical Center, the hospital for the Albert Einstein College of Medicine, graduating in 1998. He is a board-certified pediatric dentist.
“Dr Marc” has also been trained and certified with Vivos Therapeutics, an integrated medical and dental sleep disordered breathing center. Additionally, he has been trained on both the Hoya Con Bio and Biolase dental lasers, as well as PBM lasers. Also, he has trained at the Academy for Sports Dentistry.
“Dr. Marc” can also be seen on the lecture scene. Nationally, he has lectured at the American Academy of Pediatric Dentistry (AAPD), the Dental Entrepreneurial Organization (DEO), and the Association of Dental Support Organizations (ADSO). Locally he has lectured to residents at pediatric dental residencies as well as mommy-and-me groups, pre-schools, nursery schools, kindergarten, and pre-natal hospital groups.
He is the founding and senior partner of Adelberg Montalvan Pediatric Dental and Orthodontics. When not seeing patients, he acts as the CEO/visionary for the team.
"Dr Marc" is also a trained coach for young entrepreneurs.
He was raised on Long Island and maintains a home with his wife and family of three children there.
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
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Today’s guest is Mike Snee, the Executive Director of College Hockey Inc. He is a talented hockey executive with experience in amateur hockey and the NHL. Mike is College Hockey, Inc.'s Executive Director and guides their marketing efforts to promote men's college hockey and its work to help grow the number of institutions offering the sport.
Mike spent nine years with Minnesota Sports & Entertainment, the parent company of the NHL’s Minnesota Wild. He served stints as Director of Corporate Sales and Director of Ticket Sales and worked closely with college hockey as the Xcel Energy Center hosted the annual WCHA Final Five and the 2002 NCAA Frozen Four.
Mike was part of one of the most successful sponsorship groups in the NHL and helped spearhead the creation and execution of Hockey Day in Minnesota in 2007, a state-wide celebration of the game. Listen in for some great takeaways about Mike’s journey in the sport of hockey and how he is impacting the growth of college hockey as a Division I sport.
You will want to hear this episode if you are interested in... * Learn more about Mike Snee and College Hockey Inc. [3:28] * What parents of youth hockey players need to know [8:38] * The biggest mistake teenage hockey players make [12:35] * Why the path to professional hockey is different [17:50] * How young hockey players can get noticed by NCAA coaches [22:44] * Where to get more information about the NCAA rules [27:30] * A verbal commitment vs a national letter of intent [28:44] * 93% of male hockey players earn a college degree [31:20] * What student-athletes need to know about Name, Image, and Likeness [37:25] * The landscape around scholarships for college hockey players [40:53] * What brought Mike joy and put him in the right mindset for success [42:50]
Resources & People Mentioned * NCAA Student Athlete Eligibility
Connect with Mike Snee * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Bio A talented hockey executive with experience in amateur hockey and the NHL, Mike Snee was named College Hockey, Inc.'s Executive Director on Aug. 28, 2012. In this role he guides College Hockey Inc.'s marketing efforts to promote NCAA Division I men's college hockey and its work to help grow the number of institutions offering the sport.
Snee is a member of the USA Hockey Board of Directors and serves on USA Hockey's Junior Council. He is also a member of the U.S. Hockey Hall of Fame Board of Directors and is on the Board of Directors with the Minneapolis Youth Hockey Association.
Snee joined College Hockey Inc. from Minnesota Hockey, where he spent four years as the Executive Director. During Snee’s tenure with Minnesota Hockey he led the creation of a strategic plan to ensure the long-term growth of the sport in Minnesota.
Prior to joining Minnesota Hockey, Snee spent nine years with Minnesota Sports & Entertainment, the parent company of the NHL’s Minnesota Wild. He served stints as Director of Corporate Sales and Director of Ticket Sales and worked closely with college hockey as the Xcel Energy Center hosted the annual WCHA Final Five and the 2002 NCAA Frozen Four.
Snee was part of one of the most successful sponsorship groups in the NHL and helped spearhead the creation and execution of Hockey Day in Minnesota in 2007, a state-wide celebration of the game. Previously he led the initial ticket sales efforts for the expansion Wild, which produced a season-ticket base of 16,000.
Snee, a 1991 graduate of the University of St. Thomas in St. Paul, Minn., started his sports business career as an intern with the Minnesota North Stars and also worked for the NBA’s Minnesota Timberwolves and the Minnesota Moose of the now-defunct International Hockey League.
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
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Mark Gillespie is the host and executive producer of WhiskyCast and founding partner of CaskStrength Media. Now in its 17th year, WhiskyCast is the world’s longest-running whiskey podcast series, enjoyed by listeners in over 180 countries. Mark has developed WhiskyCast into a worldwide online community, providing complete news coverage of the whiskey industry.
Mark is a veteran journalist with four decades of experience in broadcast and online journalism and was awarded Communicator of the Year honors in the 2021 Whisky Magazine Icons of Whisky Awards. He has also been inducted into the Kentucky Distillers Association’s Order of the Writ for his contributions to whisky-focused journalism.
Listen to this episode of Mitlin Money Mindset™ for some great takeaways about Mark’s journey from journalist to entrepreneur, great whiskey recommendations that you may want to try, and what he thinks the future of the whiskey industry looks like.
You will want to hear this episode if you are interested in... * Learn more about Mark Gillespie and WhiskyCast [3:10] * How WhiskyCast has grown since its conception in 2005 [8:32] * The most interesting thing Mark has learned about Whiskey [10:33] * How Mark’s HappyHourLive Webcast came to be [12:53] * How beginners can expand their whiskey palette [15:07] * Why Mark doesn’t have a favorite whiskey—yet [21:40] * Mark’s whiskey collection is his personal library [23:11] * What does the future of the whiskey industry look like? [27:45] * The story behind Mark’s custom desk [30:13] * What’s up next for Mark Gillespie in 2022? [31:35] * What brought Mark joy and put him in the mindset for success [32:33]
Resources & People Mentioned * AnCnoc Peter Arkle Limited Edition Whiskies * Uncle Nearest Premium Whiskey
Connect with Guest * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Bio Mark Gillespie is the host and executive producer of WhiskyCast, now in its 17th year as the world’s longest-running whisky podcast series. WhiskyCast provides whisky lovers with news and interviews from the world of whisky each week, and has been produced on location in more than 15 different countries.
Mark is a veteran journalist with four decades of experience in broadcast and online journalism, and was awarded Communicator of the Year honors in the 2021 Whisky Magazine Icons of Whisky Awards.
He has also been inducted into the Kentucky Distillers Association’s Order of the Writ for his contributions to whisky-focused journalism, and has been recognized for his work by the Society of Professional Journalists, the Spirited Awards, the Academy of Podcasters Awards, the Drammies Awards, the Alaska Press Club, and the Houston Press Club. He is a former president of the Alaska Press Club.
Mark and his family own CaskStrength Media, and are based in the charming, yet regrettably dry town of Haddonfield, New Jersey.
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
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Joe Saul-Sehy is the creator and co-host of the Stacking Benjamins show and co-author of “Stacked: Your Super Serious Guide to Modern Money Management.” He was a financial advisor for 16 years and represented American Express and Ameriprise in the media.
He fully admits that he was a money disaster before putting his financial house in order. He was “The Money Man” at Detroit Television WXYZ TV. He’s appeared online in 200+ places like CNBC and The Wall Street Journal.
The Stacking Benjamins Show was called the “Best Personal Finance Podcast” by Kiplinger. Lifehacker listed the show as one of the top 10 of 2021. Joe and the SB team have won five
Plutus Awards and the Academy of Podcasters “Best Business Podcast” award (beating well-known shows like The Tim Ferriss Show, How I Built This, and Gimlet’s StartUp).
Listen in for some great takeaways about Joe’s journey to creating one of the most successful podcasts to date and how following his passions have led to great success.
You will want to hear this episode if you are interested in... * How an English major ended up in personal finance [3:46] * What Joe means when he says he was “living a sham” [9:28] * Why Joe sold his practice at age 40 (while managing $60 million) [18:34] * What Joe wants readers to get out of his book, “Stacked” [21:42] * Why Joe believes we need as many voices as possible in personal finance [28:25] * Learn more about Joe’s podcast, “Stacking Benjamins” [32:00] * What Joe believes it takes to be a successful podcaster [36:00] * Why story-telling is such a powerful medium to convey information [38:08] * What Joe did that brought him joy and put him in the mindset for success [44:06]
Resources & People Mentioned * Stacked: Your Super Serious Guide to Modern Money Management * The Hardy Boys Detective Handbook * The E-Myth Revisited * The Richest Man in Babylon
Connect with Guest * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Bio Current board member at large of The Plutus Foundation.
Former board president and Board Member of Partnership For The Pathway.
While Joe’s “money expert story” includes being a former financial advisor (16 years) and representing American Express and Ameriprise in the media, his real story is how he was a money disaster in his early life, pulled his financial house into order, and left his business at age 40 to pursue an entirely different path.
Joe was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. His advice has appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He’s also appeared online in more
than 200 different places, including CNBC.com and WSJ.com.
The Stacking Benjamins Show was called the “Best Personal Finance Podcast” by Kiplinger. Lifehacker listed the show as one of the top 10 of 2021. Joe and the SB team have won five
Plutus Awards and the Academy of Podcasters “Best Business Podcast” award (beating well-known shows like The Tim Ferriss Show, How I Built This, and Gimlet’s StartUp).
The Stacking Benjamins Show is created in Joe’s mom’s basement in Texarkana, Texas, where Joe lives with his spouse Cheryl and their cat Cooper.
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
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DC Glenn is the CEO of a Digital Marketing Company, CLG Investments Inc. You might know him as “DC the Brain Supreme” of Tag Team, who made music history with his multi-platinum hit single and album, “Whoomp There It Is.” You’ll likely also remember him from the popular Geico commercial, “Scoop There It Is.”
DC is a talented musician, producer, DJ, marketer, and businessman. He excels at voice acting and is one of the top urban voices for Apple's iTunes radio. He worked from the ground up to develop a rewarding business and is strengthening his enterprise.
DC is passionate about empowering, educating, and leaving a legacy of inspiration behind for anyone who hopes to succeed in the music industry. Listen for some great takeaways about how this legendary musician created one of the biggest records ever recorded and embraced the life of an entrepreneur.
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You will want to hear this episode if you are interested in... * Learn more about DC Glenn/DC the Brain Supreme of Tag Team [3:14] * What it feels like to have one of the biggest records ever recorded [8:36] * Was the song in Mighty Ducks used with their permission? [16:01] * How DC fought his way back to success with “Scoop There It Is” [19:52] * Where DC’s hard-working and hustling mindset originated [23:57] * How being a voice-over artist moved DC’s career forward [30:55] * The next big thing that’s in the pipeline for DC Glenn [38:44] * What DC did that brought him joy and put him in the mindset for success [40:51]
Learn more about DC Glenn/DC the Brain Supreme of Tag Team DC met Steve Rowland in High School and ended up in a band together. DC sang in a choir and played the piano and trumpet. He saw a turntable and mixer at a high school dance and knew he’d become a DJ. One of the first songs he wrote, “Whoomp There It Is,” became one of the biggest records ever recorded. It went platinum in a month-and-a-half.
DC notes that he made bad decisions from a lack of experience. Sadly, he got into a legal battle when his record company went bankrupt. Another record company bought them out of bankruptcy, but DC lost the rights to his music in the mess. He vowed that would never happen again. He learned what the case was about, how to craft a motion, and how to find someone to take his case.
They went through 50 motions to get his lawsuit into court. He put together a discovery file with every piece of information they had. He learned that things will happen and you can’t get mad—you just have to be prepared. So he’s dedicated his life to helping educate other artists so they don’t make the same mistakes.
DC forged ahead and created his own way In 2003, Will Ferrell was dancing to his song in the movie, “Elf.” DC knew he had an evergreen product and a forever hit record. He knew it was up to him to get his money. Shortly after, he became a licensed commodities broker. He worked at three firms while still DJing at clubs. His record company had depleted his money, so he had to work. It’s how CLG Investments Inc formed.
He worked with someone at Edward Jones to invest his money. They crafted a plan to take his money and start putting it into SEP IRAs, Roth IRAs, hedge funds, etc. It worked. It elevated his investing IQ. He continued to use his song—even though he wasn’t making any money from it—to get shows, commercials, etc.
Listen to learn how DC is constantly innovating and educating himself to further his career.
How DC Glenn fought his way back to success with “Scoop There It Is” In August 2020, his agent called him and told him that he had booked a Geico commercial. He thought she was messing with him until he checked his phone and saw the message. His agents made this commercial the most lucrative deal he’s ever made. The commercial was cast perfectly and they had an amazing time.
But he landed the commercial in the middle of the Covid pandemic and he couldn’t find a publicist that would take him on. So he joined The Public Relations Society of America the week of the Super Bowl. He was on a podcast with the CEO and asked if a press release was still relevant. He shared his commercial on that podcast and it changed his life forever.
How being a voice-over artist moved DC’s career forward DC notes that the pandemic was the best thing that ever happened to him. He started doing voiceover work in 2009 and struggled. 10 years later, he tried again. Now he does voiceovers for commercials, promos, animated movies, and trailers. Now, he’s getting 10 requests for auditions a day. He gets booked instantly. He started taking acting classes and booked his first national commercial for Pizza Hut in February 2020.
DC learned that in life there are no mistakes and missed opportunities. Sometimes in life, you’re just not ready. He does amazing things because someone told him that he couldn’t. He continues to prove them wrong. He prepares for everything and seeks to become a master. He views obstacles as opportunities.
Listen to learn more about DC’s entrepreneurial journey and the mindset that keeps him forging ahead!
Resources & People Mentioned * Scoop There It Is Video
Connect with DC Glenn * The website * On Instagram * On Twitter * On Pinterest * On Linkedin * On Facebook
Bio Recently featured in the fun Auto Insurance Commercial for Geico the 90s
classic Reel School HIP HOP due TAG TEAM is back on TOP. Bursting onto the scene with their TOP OF THE POPS hit and automatically became one of those songs that stick in your head. “Whoomp! (There It Is).” The track quickly climbed to #1 on the Billboard Hot R&B charts in just 14 days.
The song continues to appeal to admirers who were raised in the ‘90s and appeals to new enthusiasts of every era as it is recognised as a true symbol of the time. “Whoomp! (There It Is)” has been showcased in world-class nationwide ad campaigns as well as in Hollywood hit motion pictures and television series
DC Glenn and Steve thrive on hooking up with brand new fans who have discovered them via viral Facebook posts and appreciate seeing their blissful faces when they listen to the song performed live. Tag Team pioneers DC The Brain Supreme and Steve Rolln stay dedicated to entertaining fans and delivering an old-school hip-hop blowout to hotspots around the world.
In addition to their consistent old school performing schedule, both DC Glenn and Steve Rolln are also sought-after international speakers. A professional voice artist and actor, DC Glenn is represented by the People Store Agency in Atlanta and frequently talks on the challenges of the music industry. Steve Rolln, a talented music producer who regularly looks for fresh talent, addresses sophisticated ways of getting into the industry. Both DC Glenn and Steve are sought-after presenters at music training seminars, law colleges and universities, and entertainment industry events.
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
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Jed Doherty is a former licensed social worker who is known around the world as Jedlie. He’s brought a magical message of caring and community to millions of hearts through on-stage performances at schools, libraries, and churches throughout the US.
In 2017, Jedly launched the “Reading with Your Kids” podcast to help families grow closer through reading. It introduces parents, caregivers, and educators to authors of all genres of children’s literature. The podcast has been downloaded on every continent on the planet—including Antarctica. It was nominated for the best kids and family podcast by iHeart radio and received an AVA digital award.
Past guests include LeVar Burton, Kate DiCamillo, Jerry Spinelli, and hundreds more. Listen in for some great takeaways about the power of reading and how it can positively impact your family for generations.
You will want to hear this episode if you are interested in... * Learn all about Jed Doherty [2:51] * From social work to podcasting [5:26] * Why reading with your kids is so important [7:18] * How Jed selects authors to appear on the podcast [13:41] * What led Jed to travel the country and speak at schools [17:09] * What does it mean to be an educational clown? [21:54] * How his anti-bullying work has impacted kids [23:19] * What’s happening next for Jed Doherty? [27:12] * What out Jed in the right mindset for success [29:16]
Connect with Jed Doherty * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Bio Jed Doherty is a former licensed, certified social worker who is known throughout the World as Jedlie! Starting in 1983 Jedlie has brought a magical message of caring and community to millions of hearts through his on stage performances at schools, libraries and churches throughout the United States and Puerto Rico.
In 2017 Jedlie launched the Reading With Your Kids Podcast. He knew that his relationship and the ongoing conversations he has with his now adult kids began decades ago while reading together. The podcast’s mission is to help families grow closer through reading.
edlie introduces parents, care givers and educators to authors of all genres of Children’s Literature. Since it’s debut the podcast has published over 1350 episodes. The show has been downloaded to hundreds of countries throughout the World and has been downloaded to every continent on the Planet, including Antarctica!
The show was nominated for the iHeartRadio Best Kids & Family Podcast Award and received an AVA Digital Award. Past guests include some of the most influential authors in the World including LeVar Burton, Kate DiCamillo, Jerry Spinelli and hundreds more.
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
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Ron Carson is not only the Founder and CEO of The Carson Group—but he was also the first guest on the Mitlin Money Mindset™! Ron has a tenacious focus on serving clients’ best interests, a relentless pursuit of excellence across every activity, and a burning desire to learn, grow intellectually, and innovate.
Ron is a celebrated and respected financial advisor in the industry. Investopedia ranked Ron #5 in the Top 100 Financial Advisors! He’s a sought-after speaker and investment strategist. He’s also a nationally acclaimed best-selling author, his most recent book being “Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future.”
Listen to this episode of Mitlin Money Mindset™ for some great takeaways about leadership, the future of financial planning, and why mental health is important to living your best life.
You will want to hear this episode if you are interested in... * How the Carson Group has evolved since 2020 [4:25] * How Ron sees the future of financial planning [6:53] * Dissecting Ron’s partnership with Bain Capital [12:40] * What does the “Find Your Freedom” tagline mean? [15:16] * Partnering with the American Foundation for Suicide Prevention [21:24] * Maintaining a thriving culture at the Carson Group [24:35] * The RIA model and the value it adds to those we serve [32:14] * Why Ron writes down the name of people he wants to work with [36:10] * Ron’s advice for listeners who feel stuck in a rut [39:34] * What brought Ron joy and put him in the right mindset for success [43:23]
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
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Sergeant Kevin Briggs is the founder and CEO of Pivotal Points. Kevin is a retired highway patrol sergeant who spent many years patrolling the Golden Gate bridge. He encountered numerous individuals clinging to life by a thread. These individuals had lost hope and couldn’t see a way out of their current situation.
They were ready to jump off the bridge to end their pain and hopelessness. One of the people Kevin Briggs saved was Kevin Berthia, a previous guest on the Mitlin Money Mindset™. Throughout his career, Briggs’ compassion, gentle voice, eye contact, and innate ability to listen encouraged more than 200 individuals not to jump.
Kevin earned the nickname, “Guardian of the Golden Gate.” Briggs retired early and has dedicated his life to promoting mental health awareness across the world through his organization, Pivotal Points. He trains people in suicide prevention, de-escalation, and negotiation techniques. Listen in for some great takeaways about how to listen to understand and Kevin’s impact on the world.
You will want to hear this episode if you are interested in... * Learn more about Kevin Briggs and why he founded Pivotal Points [3:33] * How his experience saving Kevin Berthia’s life impacted him [5:54] * How training for first responders has evolved over time [8:00] * How family members reaching out to Kevin has impacted him [12:17] * Why Kevin cares so strongly about suicide prevention [13:41] * What Kevin wants people to know about suicide prevention [15:11] * How to identify if someone is struggling with suicidal ideation [16:06] * Kevin shares why it’s so powerful to “listen to understand” [21:41] * What you can do today to improve your mental health [24:27] * The next big thing on the horizon for Kevin Briggs [28:19] * What brought Kevin joy and put him in the mindset for success [28:59]
Resources & People Mentioned * The reMarkable 2
Connect with Kevin Briggs * The website * On Instagram * On Linkedin * On Facebook
Bio Briggs, a retired California Highway Patrol sergeant, spent many years patrolling the Golden Gate Bridge. While on patrol, he encountered numerous individuals clinging to life by a thread – individuals who had lost hope and could see no way out of their current situation - ready to jump off the bridge to what they assumed was a sudden death and ending of their pain and hopelessness.
Briggs, through his compassion, gentle voice, eye contact, and his innate ability of “listening to understand” encouraged more than 200 individuals over his career to not end their life, but to begin a new chapter.
These challenging but rewarding efforts earned him the nickname “Guardian of the Golden Gate.” After spending 3 years in the United States Army, 3 years with the California Department of Corrections and 23 years with the California Highway Patrol, Briggs retired to dedicate his life to promote mental health awareness across the globe through Pivotal Points, an organization he founded.
Today, Briggs is mapping a movement as he speaks and trains others in suicide prevention, de-escalation, and negotiations. He shares his “Listening to Understand” skills followed up with key active listening points and discusses in depth his own personal mental health struggles.
Briggs spends the majority of his time speaking/teaching at conferences, community events and seminars worldwide. His first book, Guardian of the Golden Gate: Protecting the Line Between Hope and Despair, was released in July 2015. A series of Wellness workbooks are currently in production and will debut in 2022.
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
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Kevin Berthia is a suicide survivor and prevention advocate who was born with a genetic depression disorder. At age 22, he attempted to take his life by jumping from the golden gate bridge. It wasn’t until 8 years later at the American Foundation for Suicide Preventions Lifesaver’s Gala that he was reunited with the officer who talked him back to safety.
Since then, his story of hope has touched audiences around the world. He’s shared his story with magazine outlets along with local and national news stations. His story was even featured on the Steve Harvey show.
Kevin points out that no one is more acutely aware of the darkness that surrounds suicide than those who have walked in its shadow. Listen in for some great takeaways about Kevin’s life-changing event and how he is helping others who suffer in silence, giving them a voice of hope.
You will want to hear this episode if you are interested in... * Learn more about Kevin and the Kevin Berthia Foundation [3:14] * The impact of Officer Kevin Briggs saving Kevin’s life [6:54] * Kevin’s words to those who are struggling and feel alone [10:57] * What is the mission of the Kevin Berthia Foundation? [17:20] * Why it’s important for people to feel heard and understood [19:26] * How telling his story has impacted Kevin personally [24:10] * Easy things people can do to focus on improving mental health [26:10] * What’s up next for Kevin Berthia, the next big thing? [29:50] * What brought Kevin joy and put him in the right mindset for success? [31:21]
Resources & People Mentioned * American Foundation for Suicide Prevention * The Confess Project
Connect with Kevin Berthia * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Bio Kevin Berthia is a suicide survivor and prevention advocate. Kevin was born with a genetic major depression disorder. In 2005, at the age of 22, Kevin attempted to take his own life by jumping from the Golden Gate Bridge. It wasn’t until 8 years after his attempt that Kevin was reunited with the officer who talked him back to safety. Since then, Kevin’s story of HOPE has touched a diverse group of audiences all around the world. Kevin has had the opportunity to share his story with several magazine outlets along with local and national news stations.
Kevin’s story was also featured on the Steve Harvey Show. The photo of him standing on the cord was front page of the San Francisco Chronicle and placed on the 75 most iconic photos of the 21st Century. Kevin believes that having attempted suicide plays a major role in the prevention of additional suicides. No one knows more about the darkness that surrounds suicide than those who have walked in its shadow.
Mission: The Kevin Berthia Foundation was started and created to give those individuals that suffer in silence with both undiagnosed and diagnosed mental health conditions a voice of hope.
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
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Today’s guests are Brooke and Jaimie DiPalma, Co-Founders and Directors of P.S. I Love You Day. They created P.S. I Love You Day after they lost their father to suicide. Brooke recalls her father saying, “I love you” the day he died, to which she responded “I love you” back. With the help of her high school classmates and family, she created PS I Love You Day.
P.S. I Love You Day seeks to bring awareness to mental health and decrease bullying. Participants are asked to wear purple, stand up against bullying, help end depression, and work to prevent suicide. The hope is to walk around your community and see a sea of purple. P.S. I Love You Day is about making others feel special, loved, and reminded that they’re not alone. Listen in for some great takeaways about how Brooke and Jaimie turned a family tragedy into a mission to help others.
You will want to hear this episode if you are interested in... * Why Jaimie and Brooke founded P.S. I Love You Day [3:04] * The ultimate goal of P.S. I Love You Day [5:41] * How they measure the impact of their organization [8:28] * The significance of the color purple [11:06] * How their work has impacted them personally [13:06] * What it means to never be alone [17:56] * The evolution of the mental health conversation [21:06] * Brooke and Jaimie’s advice for someone who needs help [26:00] * How to get involved with P.S. I Love You Day [29:37] * What’s next for Brooke, Jaimie, and PS I Love You Day [32:22] * What Brooke and Jaimie did that brought them joy [35:08]
If you or someone you know are struggling with suicidal ideation, Text HOME to 741741 to reach a volunteer Crisis Counselor or call 988.
Connect with Brooke and Jaimie DiPalma * The website * On Instagram * On Twitter * On Facebook
Bio Brooke is the co-founder and director of P.S. I Love You Day, Inc., a non-profit organization focused on mental health awareness and suicide prevention. She is also a Reporter and Booking Producer for Yahoo Finance, covering the food sector and mental health. She graduated magna cum laude from Marist College where she studied journalism, public relations and political Science.
Jaimie DiPalma is the co-founder and director of P.S. I Love You Day, Inc., a non-profit organization focused on mental health awareness and suicide prevention. She is also a Special Education Teacher for the Sachem Central School District on Long Island.
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. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.
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
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Chris Van Tassel is the co-founder of J. Rockett Audio Designs. Chris and Jay Rockett created their business to provide the best guitar effects for players worldwide. They are both long-time session musicians with decades of experience in the recording industry.
After years of being dissatisfied with what was available in the market, they decided to try and create products that satisfied their need for tone. J. Rockett Audio designs cover every aspect of tone—overdrives, distortions, delays, modulation, fuzzes, and buffers.
They’re passionate about the touring and player community. Listen in for some great takeaways about Chris’s entrepreneurial journey and stories about his experiences.
You will want to hear this episode if you are interested in... * Learn all about Chris Van Tassel and his path to founding J. Rockett [3:16] * When Chris got to experience the life of a rockstar [9:02] * What led Chris to become an entrepreneur in the music space [11:42] * Correlations between being a musician and being an entrepreneur [16:33] * The idea behind J. Rockett Audio Designs and the Rockett pedal [18:25] * How J. Rockett uses influencers to promote their pedals [21:58] * Chris’s favorite experiences as an entrepreneur [25:18] * Who is Chris’s favorite band/performer and why? [27:20] * What’s next for Chris Van Tessel and J. Rockett Audio Designs? [28:54] * What brought Chris Joy and put him in the mindset for success [32:47]
Connect with Chris Van Tassel * The website * On Instagram * 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
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Nkrumah Pierre is the Managing Director of Business Development and head of the Friends of the Firm program at EisnerAmper. After he joined in 2017, he continued to build on the success of the current program by training and leveraging high-potential management groups and the partner group at the firm.
He uses his skills as a “Master Connector” to develop new business opportunities both for and from the network. He provides coaching and training to the ambassador team in networking, relationship-building, and sales techniques and strategy. Leveraging the skills and talents of colleagues creates greater participation, leads to the building of business development skills, and more prospect opportunities arise.
Listen to this episode of Mitlin Money Mindset™ for some great takeaways about Nkrumah’s journey as a master connector at a major accounting firm and how he connects those he knows in both business and personal life.
You will want to hear this episode if you are interested in... * Nkrumah’s path to Director of Business Development & Head of Friends of the Firm * Learn more about EisnerAmper and the niche they serve [4:43] * Learn about the Friends of The Firm Program [9:33] * What does it mean to be a “Master Connector?” [15:37] * What is the mindset needed to be a Master Connector? [19:32] * Why every business needs to have a Master Connector [23:50] * How being a CPA helps Nkrumah as Director of Business Development [29:15] * Making an impact as a Black man in an accounting firm [32:33] * What are the next big things up for Nkrumah Pierre? [41:05] * What Nkrumah did today that brought him joy [43:55]
Resources & People Mentioned * EisnerAmper
Connect with Nkrumah Pierre * The website * On Twitter * On Linkedin * On Facebook
Bio Nkrumah Pierre is a Director of Business Development and head of the Friends of the Firm program (FoF) at EisnerAmper. He provides support to clients seeking to hire accounting, finance and human resources executives. In addition, through the FoF program, Nkrumah will offer a unique support experience for FoF members by providing job search support, job opportunity referrals, networking assistance and coaching.
Prior to joining the firm, Nkrumah was the founder and CEO of Pierre Lee Group, a boutique consulting firm that offered executive business development and strategy guidance, thought leadership event curation, diversity and inclusion advisory, and career coaching consulting. He has worked for national executive search firms and built an expertise in matching qualified candidates with hiring organizations.
Nkrumah is a frequent speaker before professional organizations, and recently presented at the Accounting Finance Show, a major conference and exhibition in New York. He is the former co-chair of the Apollo Theater’s Young Patrons Board and currently serves as an advisor and a past honoree of The Network Journal’s “40 Under Forty” Professionals of Color.
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
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Kristofer Healey is the owner and CEO of The Secure Entrepreneur. He founded the company to help business owners improve their fiscal health by changing their habits to eliminate risk and reduce exposure to fraud.
But before becoming an entrepreneur he was a Special Agent with the Department of Homeland Security. He spent over 15 years in federal law enforcement as a top-secret clearance holder. He conducted large-scale multi-defendant fraud investigations and high-risk tactical investigations both domestically and overseas.
Kristofer is a subject matter expert on telefraud whose criminal investigative work has been featured in national media profiles, most notably his work investigating India-based call center networks targeting American citizens. Listen in for some great stories about Kristofer’s journey in entrepreneurship and how you can protect yourself and your business.
You will want to hear this episode if you are interested in... * [2:49] How Kristofer became The Secure Entrepreneur * [4:50] The craziest things Kristofer’s seen on the US-Mexico Border * [9:35] Dismantling the largest telefraud scam in the United States * [13:16] How to protect yourself and your business from telefraud * [17:03] What is the “Sheepdog Mindset” and how can you use it? * [22:58] Common ways entrepreneurs are exposed to potential fraud * [27:20] Prevent yourself from being a victim of fraud by being vigilant * [31:22] How Kristofer’s handling the shift from Special Agent to entrepreneur * [33:34] What’s the next big thing happening in Kristopher Healey’s world? * [34:22] Cracking the largest tele-fraud case in US history * [35:53] What brought Kristofer joy and put him in the right mindset for success?
Resources & People Mentioned * America’s Dirtiest Cops: Cash, Cocaine and Corruption on the Texas Border * Campside Media Podcast: Scam Likely
Connect with Guest * The website * On Instagram * On Linkedin * 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
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CocoVinny Alvidar is an inventor, zero-waste educator, and CEO of CocoTaps. After founding a variety of business ventures over the past 20 years, CocoVinny will spend the rest of his career as The Chief Coconut-In-Charge at CocoTaps.com.
It all started after Vinny broke one of his Dad’s expensive knives trying to open a coconut. He realized there was nothing on the market that offered a no-mess, no-stress way to drink from a coconut that is ocean-safe compostable. No bottles, no cans, no pollution—just fresh tapped coconuts. It’s all about partnering with mother nature with great taste and zero waste.
His goal is to disrupt the status quo and innovate the coconut hydration industry by tapping into resorts, retail, theme parks, and cruise ships. Any places that currently serve artificial plastic packaged and processed coconut water will soon become Coco Taps customers.
CocoVinny has even been featured on The Profit and Shark Tank. Listen in for some takeaways about the journey of an entrepreneur and his passion to create a company that will produce zero waste while hydrating the world.
You will want to hear this episode if you are interested in... * [3:36] Learn all about CocoVinny and how he got where he is today * [5:31] What it was like to be in the Shark Tank * [7:16] What CocoVinny learned from Marcus Lemonis on The Profit * [11:50] How EOS Worldwide has helped his business * [14:25] CocoTaps zero-waste philosophy * [15:56] What is a CocoTap and how do you use it? * [17:36] Where CocoVinny’s positive attitude stems from * [19:02] Why CocoVinny became an entrepreneur * [22:58] Why belief is CocoVinny’s biggest currency * [23:53] Why CocoVinny committed to his name * [25:12] CocoVinny’s biggest mindset tip * [28:45] The next big thing for CocoTaps * [30:53] What CocoVinny did that brought him joy
Connect with Coco Vinny Zaldivar * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Bio Eco-Inventor and Zero Waste Educator and Speaker recently featured on #TheProfit on CNBC and ABC hit TV Show Shark Tank.
CocoVinny has founded and funded a variety of business ventures over the past 20 years. CocoVinny will spend the rest of his career as The Chief Coconut-In-Charge at CocoTaps.com.
Coco Taps is the world's first patented #zerowaste coconut water removal system with ocean safe, backyard compostable Taps, making coconut water fun convenient and better for the planet.
Coco Taps has created the zero waste ultimate vacation beverage B2B distribution that's now in most major 5 star resorts, juice bars, restaurants, and often part of music festivals in Las Vegas and beyond. Our goal is to disrupt the status quo and innovate the coconut hydration industry by tapping into resorts, retail, theme parks, and cruise ships. Any places that currently serve artificial plastic packaged and processed coconut water will soon become Coco Taps customers.
It all started one day when CocoVinny broke his dad's expensive knife while trying to open a coconut. After much research, he realized there was nothing on the market offering a no mess, no stress way to turn a coconut into an all-natural, drinkable & resealable container. Bottled and canned drinks for me never justified all natural taste of coconut water. This is how Coco Taps was born!
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
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Eddie Zamora is the founder and owner of “The Yum Yum Foodie,” host of the “Kill the Bottle” podcast, and TV Judge on “Dinner Takes All.” Dinner Takes All was produced by Keller/Noll, the creators of the Food Network shows, “Chopped” and “Chopped Junior.” David Noll was also our guest on episode #66.
Eddie is also a social media influencer, with over 180,000 Instagram followers. His fans follow him for honest and entertaining reviews and recommendations for the best and worst places to eat, drink, and stay around the world. A visit from The Yum Yum Foodie can help a business explode. Eddie is a die-hard foodie who has created a lucrative career on social media and TV. Listen in for some great takeaways about influence in the social media world.
You will want to hear this episode if you are interested in... * [3:42] How Eddie became an accidental entrepreneur * [6:25] Where Eddie’s love of cooking came from * [8:42] How Eddie came up with the name “The Yum Yum Foodie” * [11:02] How a visit from The Yum Yum Foodie can impact a business * [14:03] How Eddie became a judge on “Dinner Take All” * [18:48] How coffee became a significant influence in Eddie’s life * [22:39] How Eddie pivoted because of Covid to stay relevant * [28:38] How to succeed as an influencer in the food space * [31:14] What’s up next for Eddie Zamora? * [32:47] What Eddie did that put him in the mindset for success
Resources & People Mentioned * Dinner Takes All * The Kill the Bottle Podcast * Chopped with David Noll, Episode #66
Connect with Eddie Zamora * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
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
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Brant Menswar is the CEO and Founder of Booky Call, a best-selling author, and speaker. Brant is a retired rockstar with 20 years of experience in entertainment who doubles as a book marketing genius. He was named one of the country’s “Top 10" motivational speakers. His books and Top 200 podcast, “Thoughts That Rock,” expand on his ground-breaking work around values-based leadership described as “disarmingly simple and incredibly powerful.”
Passionate and engaging, Brant encourages audiences to discover their Black Sheep Values® and move forward with deliberate intention. His interactive and entertaining ways of defining what matters most enable audiences to develop the skills necessary to perform at the highest level. Listen in for some great takeaways about Brant’s entrepreneurial venture, Booky Call, and learn how he connects with others to feel inspired and find purpose.
You will want to hear this episode if you are interested in... * [2:43] Why Brand created Rock Star Impact and Booky Call * [5:53] Does Brant use Rockett Pedals? * [6:53] How Brant became a motivational speaker * [9:01] You don't find purpose—you choose purpose * [11:57] How do you determine your “Black Sheep Values?” * [15:16] Why your “Flock of 5” must be nourished every day * [22:12] The concept of “Date a Book” * [25:38] Why Brant loves people who live life on their own terms * [30:01] Why music affects people in a powerful way * [32:14] Brant’s favorite conversations from his podcast * [34:08] The next big things happening in Brant’s life * [36:04] What Brant did that put him in the mindset for success
Resources & People Mentioned * The “Find Your Black Sheep” Assessment * Brant’s book: Black Sheep * The Black Sheep Website * How’s the Culture in Your Kingdom? by Dan Cockerell
Connect with Brant Menswar * The website * 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 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
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After being a pastor for 20+ years Carey Green retired in 2013—but he still had to provide for his family. He'd been podcasting himself for a few years and recognized the needs podcasters have for audio production and show notes services, so he decided to give it a try. That’s how Podcast Fast Track was born.
Fast forward to today and Podcast Fast Track serves 50+ podcasting clients every week. In addition to his role leading his team, Carey continues to podcast himself, publishing a daily, 6-minute Christian devotional podcast called "The Morning Mindset." His daily show is downloaded over 70,000 times per day in more than 198 countries.
Carey loves equipping those who have a great story to tell so that they can get that message out to those who need to hear it. Through monthly services, coaching, and group masterminds, Carey works to build long-lasting relationships with clients rather than temporary business transactions.
Carey and his team have helped Mitlin Money Mindset™ move from a concept to a thriving weekly podcast. Listen in for some great takeaways about how to get started podcasting and how to maintain a successful podcast.
You will want to hear this episode if you are interested in... * [3:25] Learn all about Carey Green and Podcast Fast Track * [5:41] Transitioning from one leadership role to another * [8:13] Learn more about Podcast Fast Track and what they do * [10:19] Podcasting as a business’s marketing strategy * [12:04] How to start and cultivate a successful podcast * [19:12] Carey’s #1 tip for someone interested in podcasting * [20:15] How podcasting will change in the upcoming years * [25:47] How do you define a successful podcast? * [29:46] Ways to get more traction for your podcast * [33:33] Carey’s biggest pet peeve with podcasts * [36:48] What’s on the horizon for Podcast FastTrack? * [38:27] What Carey did that brought him joy
Resources & People Mentioned * Get Carey’s Course for FREE: How to Podcast Step by Step * Odyssey Open-Source Metaverse Stack * The Turnaround with Jesse Thorn
Connect with Carey Green * The 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 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
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Cody Bass is a Pro Scout for the Colorado Avalanche and owner of Recurve Real Estate. Cody played 13 years of professional hockey, and officially retired from the sport in 2019. He continues to stay connected as a scout by evaluating talent and potential fits for the team.
Cody was drawn to residential and investment real estate and has worked hard on this next chapter in his life. He makes it his mission to get the results you need through dedication, perseverance, and creativity because you deserve to be treated like family.
Recurve is designed to build a trustworthy atmosphere that promises to deliver the gold standard of service. Listen for some great takeaways about Cody’s experience as a professional hockey player, moving to the next chapter in his career, and the impact mental health has on athletes and entrepreneurs.
You will want to hear this episode if you are interested in... * Cody’s journey to becoming a professional hockey player [3:00] * Things to know if you want to play professional hockey [5:12] * The highlight of Cody’s professional hockey career [7:31] * How the AHL and NHL are similar and different [9:00] * What Cody misses the most about professional hockey [11:21] * The process of transitioning out of hockey into another passion [12:54] * What it’s like being a scout for The Avalanche [16:15] * Does Cody want a larger role with the Avalanche? [19:31] * How Cody has handled the transition into real estate [20:22] * What has been the highlight of Cody’s time in real estate [22:04] * The importance of mental health in Cody’s life [25:13] * What’s the next big thing for Cody Bass? [31:12] * What brought Cody joy and put him in the right mindset for success? [32:38]
Resources & People Mentioned * American Special Hockey Association with Jen O’Brien, Episode #32 * The Magic Paintbrush Project
Connect with Cody Bass * The website * On Instagram * On Facebook
Bio From Owen Sound Ontario Canada. Currently living in Nashville TN. Played 13 years professional Hockey & have been retired for 3 years now. Currently working as a part time Pro Scout for the Colorado Avalanche and part owner of Recurve Real Estate. Most of my time is occupied with Daily & investment residential Real Estate. Been Married for 6 years and have a beautiful 3 year old healthy active girl named Ava. I enjoy fishing, sports & basically anything outdoors.
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
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Kasim Aslam is the founder and CEO of Solutions 8, one of the world’s top-ranked Google ad agencies. He is also the traffic coach for Digital Marketer’s Elite Coaching Program and was hand-selected to help create their new paid traffic certification. He’s also the co-host of “Perpetual Traffic,” one of the top marketing podcasts in the world.
He’s the go-to person in Google ads, recognized by the Arizona Interactive Marketing Association as Person of the Year. His book, “The 7 Critical Principles of Effective Digital Marketing,” was featured as one of the Top 100 Digital Marketing Books of All Time by Book Authority.
Kasim speaks regularly at marketing conferences around the globe. Listen in for some great takeaways about Kasim’s entrepreneurial journey and how to drive traffic and opportunities for your business using Google ads.
You will want to hear this episode if you are interested in... * How Kasim got where he is today [2:54] * How Kasim found success with Google Ads [5:14] * Kasim’s advice for a digital marketing strategy [7:05] * What you need to know about customer acquisition cost [11:25] * Why Kasim’s customer life cycles are so short [13:33] * How you can counteract "privacy-first" initiatives [17:23] * Should you spend your money on Google or YouTube? [22:42] * How Solutions 8 stayed relevant during the pandemic [24:20] * What does the future of paid traffic look like? [25:42] * Don’t let privacy-first initiatives scare you [28:23] * What’s up next for Kasim Asham, the next big thing? [30:29] * What brought Kasim joy and put him in the mindset for success [31:36]
Resources & People Mentioned * The 7 Critical Principles of Effective Digital Marketing * The Paid Traffic Mastery Course * Performance Max Google Campaigns * Tom Breeze * Aleric Heck
Connect with Kasim Aslam * The website * On Twitter * On Linkedin * On Facebook * On YouTube
Bio Recipient of the Arizona Interactive Marketing Association’s 2017 TIM Award for Person of the Year, Kasim was also named one of the Top 50 Digital Marketing Thought Leaders in the United States by The University of Missouri in 2020. His book, The 7 Critical Principles of Effective Digital Marketing, was featured as one of the Top 100 Digital Marketing Books of All Time by Book Authority.
As a professional speaker, Kasim has been a main-stage emcee for the Traffic & Conversion Summit (the largest marketing conference in North America) and speaks regularly at marketing conferences around the globe. He and his wife have two sons; they split their time between Scottsdale, Arizona and Seattle, Washington.
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
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Travis Rosback is the founder of Tumalo Group. The Tumalo Group helps new inventors and entrepreneurs get their business into production. They utilize a list of trusted and experienced manufacturers from around the world to build responsible partnerships between businesses and manufacturers.
Captain Rosback has spent the last 30 years studying and packaging all things business. His previous tenure includes time as an advisor, consultant, public speaker, and business coach to a wide range of industries, celebrities, individuals, and even countries.
Travis is most well-known as the founder of Hydro Flask but has been involved in many other highly successful business endeavors. Prior to entrepreneurship, he was a Scuba Divemaster and Instructor, US Merchant Marine Boat Captain, and Commercial Airline Pilot—not to mention a world explorer. Listen in for some great takeaways about entrepreneurship, mindset, and what it takes to build a billion-dollar brand.
You will want to hear this episode if you are interested in... * Learn all about Travi’s business: The Tumalo Group [3:09] * How Travis knew he’d discovered the right idea [8:08] * How Travis turned $11,000 into a billion-dollar brand [12:26] * What motivated Travis when things got hard [15:41] * Managing and sustaining 600% growth per quarter [18:38] * Why a degree isn’t always necessary to start a business [21:07] * Travis’s unique approach to marketing his businesses [27:27] * Why Travis wishes he had access to a better mentor [31:18] * How does the Tumalo Group help start-ups launch? [34:01] * Travis’s unique retirement strategy [36:21] * What Travis did that brought him joy [38:53]
Resources & People Mentioned * Hydro Flask
Connect with Travis Rosbach * The website * On Linkedin
Bio Capt. Rosbach has spent the last thirty years studying his entrepreneurial skills. Throughout the previous ten years, Mr. Rosbach has been proud to introduce sourcing, advising, consulting, public speaking, and business coaching to his expertise. His clients include a wide range of industries, celebrities, individuals, and even countries.
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
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Dr. Nate Klemp is the founding partner of “Mindful” and co-author of the newly released, “The 80/80 Marriage,” a new model for a happier, stronger marriage. Nate and his wife have both led successful careers consulting for high-powered companies around the world. Their work as mindfulness and leadership experts, however, often fell to the wayside in the evenings when they found themselves fighting about fairness in their marriage.
They believed in a model where each partner contributed equally and fairness ruled. But in reality, they were finding that balance near impossible to achieve. From this frustration, they developed the idea of the 80/80 marriage, a new model for balancing career, family, and love. The 80/80 marriage pushes couples beyond a limited idea of fairness towards a new model grounded on radical generosity and shared success, all outlined in the book. Listen in for some great takeaways about mindfulness and building a happy marriage.
You will want to hear this episode if you are interested in... * How Nate decided to become an author [3:30] * What does an 80/80 marriage mean? [6:03] * How mindset is key to a happy marriage [9:13] * How to apply this mindset to business [10:50] * The four faces of “fairness” in relationships [12:49] * The unique pressures on modern relationships [15:32] * How to shift your mindset in your relationship [22:28] * Understanding the definition of generosity [27:03] * Tips to create the “headspace” for intimacy [31:15] * What are the next big steps for Nate Klemp? [34:01] * What put Nate in the right mindset for success [34:55] * How to learn more about 80/80 marriage [36:55]
Resources & People Mentioned * John Gottman * The Magic Relationship Ratio
Connect with Nate Klemp * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Bio Nate Klemp is a writer, philosopher, and entrepreneur. Along with his wife Kaley, he is the author of the newly released The 80/80 Marriage: A New Model for a Happier, Stronger Marriage (Penguin Radom House). He is also the coauthor, with Eric Langshur, of the New York Times Bestseller Start Here: Master the Lifelong Habit of Wellbeing and is a regular contributor for Inc. Magazine, Fast Company, and Mindful. He is also a founding partner at Mindful, one of the world's largest mindfulness media and training companies. Nate holds a B.A. and M.A. in philosophy from Stanford University and a PhD from Princeton University.
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
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Pam Jordan is the President of Pivot Business Group. She is a no-nonsense financial expert and speaker who specializes in analyzing and streamlining the backend of fast-growing companies while efficiently creating more profit and strategic growth. Pam started the Pivot Business Group and works day-in and day-out to identify and eliminate errors, create financials businesses can trust, and work with her clients long-term to maximize growth and profit.
As a certified Profit First professional, Pam recognized that most entrepreneurs begin their business on an idea or passion—but many are uninterested in the financial side of running a company. They are laser-focused on growth, innovation, and dominating their industries. Pam has been honored with numerous awards and accolades, including “Outstanding Business and Financial Executive of the Year” and the “40 under 40” in the Triad Business Journal. Listen in for some great takeaways about the importance of knowing your numbers—and how you can add value to your business immediately.
You will want to hear this episode if you are interested in... * Learn more about Pivot Business Group [2:47] * Why Pam chose the route of entrepreneurship [7:15] * How do you know when you need a CFO? [9:06] * When should you pivot to a full-time CFO? [10:23] * The top three mistakes business owners make [11:54] * How a fractional CFO can help with cashflow [16:09] * The KPIs that are important to focus on [18:32] * Simple techniques to increase the value of your business [24:36] * What Pam recommends to track numbers for your business [31:15] * What’s on the horizon for Pam Jordan and Pivot Business Group? [33:46] * What brought Pam joy and put her in the right mindset for success [37:51]
Resources & People Mentioned * Entrepreneurial Operating System (EOS) * Empire Operating System * Traction by Gino Wickman * QuickBooks
Connect with Pam Jordan * The website * On Instagram * On Twitter * On Linkedin * On Facebook
Bio Pam Jordan is a no-nonsense financial expert and speaker. Pam specializes in analyzing and streamlining the backend of fast-growing companies as well as efficiently creating more profit and strategic growth. Roughly five years ago, Pam Jordan started the Pivot Business Group. Carrying the title CEO and CFO, she works day in and day out to identify and eliminate errors, create financials businesses can trust, and work with her clients long term to maximize growth (and profit). Pam recognized that most entrepreneurs begin their business based on an idea or passion. This being the case, many of them are not interested in the financial side of running a company. That’s where the Pivot team steps in. They focus on untangling businesses' finances while you continue to grow your company, create ideas, and take over the industry.
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
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Marketing is part of life for every creator, service provider, or business professional. Granted, not every one of us is assigned to the marketing role in our organization, but we all employ aspects of marketing every day in relationships, social media interactions, and more. It’s for that reason each of us needs to understand the basics of marketing and the things we can do to improve our efforts. And if you’re a business owner, you especially need to make wise and effective marketing decisions. To help us think through these issues, our guest on this episode is Mark Kate Gulick.
Mark Kate is the Chief Marketing Officer for the Carson Group. She is an award-winning marketing veteran and Amazon best-selling author. Her education and experience equipped her to fill important roles with IBM, TD Ameritrade, and serving with a number of powerfully important organizations including Big Brothers and Big Sisters. On this episode we discuss ways that every marketer or business owner can improve outreach efforts, ensure their marketing strategy is clear and effective, and to hit those targets no matter the industry or niche.
You will want to hear this episode if you are interested in... * What Mary Kate does in her role as Chief Marketing Officer [5:01] * Making up commercials as a child revealed an innate marketing interest [6:54] * Why marketing is important and how it translates into any business [10:01] * The two biggest changes in marketing over the last 20 years [13:42] * 3 common marketing mistakes businesses make [18:08] * Things EVERY business should be doing to market effectively [24:34] * The indicators that your company may need its own CMO [29:57] * Why Mary Kate decided to write a book for those starting or running businesses [33:17] * What Mary Kate did today that put her in the right mindset for success [36:57]
Resources & People Mentioned * Cake Diva
Connect with Mary Kate Gulick * Mary Kate’s book: The Real Deal * Carson Group Website * On Instagram * On Twitter * On Linkedin
Bio Mary Kate Gulick is an award-winning marketing veteran, creative leader, content marketing pioneer and Amazon bestselling author. She has an MA in advertising, marketing and communication studies, and is a Professional Certified Content Marketer. After years providing game-changing creative ideas, leadership, and marketing strategy for award-winning ad agencies, Mary Kate joined IBM to lead their employment brand offering. From there, long-time client TD Ameritrade tapped her to head up brand, creative and digital marketing for the Institutional business, where she developed a keen understanding of the needs of RIAs and independent advisors while building the company’s award-winning content marketing program and category leading digital presence.
She currently sits on the board of the #1 nationally ranked chapter of the American Marketing Association, is the chair of the Hunger & Food Access Committee of the Junior League of Omaha, and big sister with Big Brothers Big Sisters.
Mary Kate is the mother of two active boys, wife to an amazing husband, and dog-mom to a mini-goldendoodle. She loves reading, cooking, live music and is a huge Harry Potter and Star Wars fan. She’s obsessed with Broadway, sings show tunes while she works, and her oldest son is currently teaching her to play tennis.
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
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Liz Berry co-founded and co-operates 1,001 Dark Nights Press and Blue Box Press, which are marketing companies that work to increase awareness of best-selling author’s brands and expand their readership in the romance genre.
Since its first release in 2014, Liz and her company have been responsible for selling over 4,000,000 units across all projects. By utilizing author-to-author and author-to-reader relationships—along with innovative marketing concepts—Liz and the team will continue to explore cutting-edge ways to help authors’ grow.
Liz and her team have worked with some of the most successful romance authors including Sawyer Bennett, Jennifer Armintrout, Carly Phillips, Jennifer Probst, Kristen Proby, and Rachel Van Dyken. Listen in to hear how Liz has impacted the romance genre and helped authors expand their reach and readership.
You will want to hear this episode if you are interested in... * How Evil Eye Concepts came into existence [3:05] * Learn more about Liz Berry [5:38] * What Liz does for the authors they represent [6:59] * Learn more about 1,001 Dark Nights Press [8:43] * Learn more about Liz’s second imprint, Blue Box Press [12:15] * Hitting the USA Today Best Seller list [14:46] * The behind-the-scenes aspects of publishing a book [18:21] * What does Evil Eye look for in an author? [23:01] * Liz’s advice for an aspiring author [26:53] * What this journey has taught Liz [32:50] * What is up next for Evil Eye Concepts? [34:52] * What got Liz in the mindset for success [36:15]
Resources & People Mentioned * Blue Box Express * History-Matters.org * International Thriller Writers * Readers on the River
Connect with Liz Berry * The website * On Instagram * On Facebook
Bio Liz Berry co-founded and co-operates 1,001 Dark Nights Press and Blue Box Press — marketing companies that work to increase bestselling author brands and expand readership within the romance genre. Since its first release in 2014, 1001 Dark Nights has sold over 4,000,000 units across its various innovative projects. Utilizing author-to-author and author-to-reader relationships, along with innovative marketing concepts, Liz and the team will continue to explore cutting edge concepts well into the future.
Liz has a Bachelor of Business Administration from the University of Georgia and also studied international marketing at the University of Innsbruck in Austria. Both areas of study have allowed her to gain twenty-plus years of experience in the ever-changing marketing field.
She proudly served on the Education Committee for the Smithsonian Libraries Advisory Board, and, with her husband, novelist Steve Berry, operates History Matters, a non-profit foundation dedicated to historic preservation. For more information, visit 1001DarkNights.com, TheBlueBoxPress.com and History-Matters.org.
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
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Johnny Crowder is the founder and CEO of Cope Notes®. As a suicide/abuse survivor, Johnny spent his formative years searching for resources to help him cope with his mental health conditions, ranging from OCD and Bipolar Disorder to Schizophrenia. Johnny’s firsthand experience with mental illness combined with his university-level education in psychology and contagious positivity provide a spirit of advocacy and compassion unlike any other. Through both music and motivational speaking, Johnny’s testimony has impacted millions of lives across the globe by demystifying taboo psychological principles and sensitive topics with levity and wit. After nearly a decade of clinical treatment, volunteer peer counseling, and public advocacy, Johnny now relies on the strategies he shares through Cope Notes® to live a happier, healthier life than ever before. Listen in for some great takeaways about Johnny’s entrepreneurial venture and mission to help the world cope better. You will want to hear this episode if you are interested in... * Learn all about Johnny Crowder’s background [2:44] * How a simple text message led to the creation of Cope Notes® [4:22] * Why you need to take ownership of personal growth [10:33] * Why Johnny has the “rest” symbol tattooed on his arm [16:45] * How to build your life around positivity and kindness [19:32] * How Cope Notes® has made a lasting impact on users [21:47] * How organizations can use Cope Notes® for their teams [23:52] * Stop waiting for a catalyst to invest in your mental health [26:25] * Johnny’s most prized pair of sneakers [29:27] * What is up next for Johnny Crowder and Cope Notes®? [31:49] * What brought Johnny joy and put him in the mindset for success [34:10]
Resources & People Mentioned * Cope Notes® * Johnny’s TEDx Talk
Connect with Guest * Johnny’s website * On Instagram * On Linkedin * On Facebook
Bio Johnny Crowder is a 29-year-old suicide/abuse survivor, TEDx speaker, touring musician, and the Founder & CEO of Cope Notes®, a text-based mental health platform that provides daily support to users in nearly 100 countries around the world. Armed with a decade of clinical treatment, a psychology degree from the University of Central Florida, and 10+ years of peer support and public advocacy through the National Alliance on Mental Illness (NAMI), Johnny’s youthful vigor for mental health has impacted millions of lives across the globe.
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
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Born in jail to an incarcerated mother, Lorenzo struggled with depression, anxiety, and anger throughout his youth, to the point of being at risk of re-entering the system. From this, Lorenzo grew “The Confess Project,” an initiative that confronts the stigma around mental health for men of color. Lorenzo’s life story and his life’s work give him a unique perspective on behavioral health and the social science issues surrounding the Black male identity. The Confess Project is an initiative that empowers barbers to become mental health advocates for men of color.
Since May 2016, The Confess Project has reached over 30,000 individuals in 13 cities in the Southern and Midwest Regions of the United States. The Confess Project is partnering with Gillette to reach 1 million individuals across the entire nation. Lorenzo has been featured in The Wall Street Journal, on ABC News, CNN, NBC, The Kelly Clarkson Show, and many more.
Listen in for some great takeaways on Lorenzo’s interesting approach to mental health and the impact he’s had on people, his community, and the world.
Resources & People Mentioned * The American Foundation for Suicide Prevention * The National Suicide Prevention Lifeline: 800-273-8255
Connect with Lorenzo Lewis * The Confess Project website * The Confess Project on Instagram * The Confess Project on Facebook * Lorenzo’s website * Lorenzo on Instagram * Lorenzo on Facebook
Bio Born in jail to an incarcerated mother, Lorenzo struggled with depression, anxiety, and anger throughout his youth, to the point of being at-risk for re-entering the system. From this, Lorenzo grew The Confess Project, an initiative that confronts the stigma around mental health for men of color. Since May 2016, The Confess Project has reached over 30,000 individuals in 13 Cities heavily focused in the Southern and Midwest Regions of the United States. The Confess Project is partnering with Gillette to reach 1 million individuals across the entire nation. TCP has been featured on The Wall Street Journal, ABC News, CNN, NBC, The Kelly Clarkson Show, and many more. Lorenzo’s project takes a two-sided approach, researching the issues within the individual and within society. Lorenzo’s life story and his life’s work give him a unique perspective on behavioral health and the social science issues surrounding the Black male identity.
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
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Today's guest on the Mitlin Money Mindset™ is Rabbi Steve Leder, the Senior Rabbi of Wilshire Boulevard Temple in Los Angeles. As the Senior Rabbi, Steve Leder serves over 2,700 families that comprise this prestigious synagogue. In addition to his many duties at Wilshire Boulevard Temple, Rabbi Leder is a regular guest on The Today Show, Time, The Los Angeles Times, and USA Today. Rabbi Leder has written three successful books, “The Extraordinary Nature of Ordinary Things,” “More Money Than God: Living a Rich Life without Losing Your Soul,” and “More Beautiful than Before: How Suffering Transforms.” We also have to recognize Steve Leder for being named by Newsweek Magazine not once—but twice—as one of the 10 Most Influential Rabbis in America. Listen in for some great takeaways about living a richer, deeper life, and how suffering can be transformative when approached with the right mindset. You will want to hear this episode if you are interested in... * Rabbi Steve Leder shares his unique upbringing [3:08] * Becoming the Rabbi of the Wilshire Boulevard Temple [9:04] * The mindset necessary to lead a congregation of such magnitude [12:21] * How Rabbi Leder reacted when Newsweek named him an influential leader [15:44] * The backstory of Rabbi Leder’s book, “The Beauty of What Remains” [16:53] * How to ask for forgiveness for the mistakes that you’ve made [20:58] * Why it’s time to destigmatize and prioritize mental health [25:47] * Why suffering is a transformative experience [35:33] * What Rabbi Leder did today that put him in the right mindset for success [44:16]
Connect with Rabbi Steve Leder * The website * On Instagram * On Twitter * On Facebook * On YouTube
Bio Steve Leder is the Senior Rabbi of Wilshire Boulevard Temple in Los Angeles and the author of such critically acclaimed books as “The Beauty of What Remains,” “The Extraordinary Nature of Ordinary Things,” and “More Money Than God: Living a Rich Life without Losing Your Soul.” He is a graduate of Northwestern University; studied at Trinity College Oxford; and was ordained at Hebrew Union College. The winner of numerous awards for his interdenominational and cross-cultural dialogue, Leder has been a guest on CBS, ABC, NPR, PBS, and FOX and featured in the New York Times and the Los Angeles Times among other places. He lives with his family in Los Angeles.
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
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Today's guest on the Mitlin Money Mindset™ is Eric Kussin, founder and CEO of We’re All a Little “Crazy,” The Global Mental Health Alliance, and hashtag #SameHere. Eric got his start at the NBA League Office and while experiencing great success in his career, he faced a debilitating mental health crisis that stopped his career and life in its tracks for over two and a half years. After failed treatments, he was lucky enough to learn healing practices that enabled him to dig out of his abyss, in the process he found a higher calling.
Eric merged his love of sports and his passion to help those facing mental struggles by building an alliance comprised of athletes, celebrities, media members, expert practitioners, advocates, and everyday heroes who've come together to make talking about mental health a common topic for 5 out of 5 of us. Their #SameHere movement has swept across college campuses, corporate offices, and professional sports all throughout the US and now globally as well. Listen in for some great takeaways about mental health and making a difference. Eric wants mental health to be a common topic for all of us and is working towards that every day.
You will want to hear this episode if you are interested in... * Eric’s path to starting We’re All A Little “Crazy” [3:18] * What is We’re All A Little “Crazy” all about? [8:46] * About the #SameHere campaign [14:52] * Is right now the time to move the conversation forward [24:55] * The impact Eric’s seen from sharing his own story [28:19] * #SameHere Scale and app [33:18] * What is the best way for someone to make an impact [37:22] * 3 things people can do to have an immediate impact on their mental health? [40:57] * What Eric did today that put her in the right mindset for success? [45:13]
Resources & People Mentioned * Theo Fleury on episode 63
Connect with Eric Kussin * The website * 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 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
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Today's guest is Karen Tenenbaum founder of Tenenbaum Law, P.C. Karen has been an attorney for over 35 years and her firm helps individuals and businesses facing IRS and New York State tax problems. Karen and her team have successfully represented clients in matters, including federal and state audits, New York State residency audits, and New York State sales tax audits.
Karen is a frequent speaker on IRS and New York State tax issues for numerous professional groups. She can also be found speaking at some of the top conferences and symposiums in the industry. Karen's knowledge and leadership have established her as a preeminent tax attorney in the New York area. Listen in for some great takeaways regarding taxes and what to do when you might have an issue.
You will want to hear this episode if you are interested in... * Karen’s path to founding Tenenbaum Law, P.C. [3:17] * What led to bringing tax and legal together? [4:50] * What does a tax attorney do? [7:27] * What areas does Karen help clients and how [10:29] * How telecommuting has created potential legal tax issues for people [12:42] * What to know if you are telecommuting [18:24] * Problems that people run into when making residency changes from NY [27:46] * Advice for taxpayers who have vacillating income [34:50] * What to do if you realize that you haven’t withheld [37:40] * 3 things to stay out of trouble and not need to contact a tax attorney [39:21] * What Karen did today that put her in the right mindset for success? [41:10]
Connect with Karen Tenenbaum * Call 631-465-5000 * Email taxhelpline@litaxattorney.com * The website * 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 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
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Today's guest on the Mitlin Money Mindset™ is Emlen Miles-Mattingly, the CEO and founder of Gen Next Wealth and host of the Minority Money Podcast. Emlen uses his 20 years of experience in the financial services industry to help clients make smart financial decisions and encourages them to manage their resources in a way that leads to generational wealth. Prior to starting his firm Emlen sold life insurance products for large insurance companies. During this time he realized that he was selling products, but not providing solutions. This led him to start his firm.
As a co-founder of the BLX Internship Program, he is also looking to further and strengthen the financial planning industry. This program is designed to provide an entry point to the profession for black and Latinx students and career changers. Emlen is very passionate about creating a path for those that are underrepresented in the financial profession. Listen in for some great takeaways about creating generational wealth and why Emlen is so passionate about helping educate people.
You will want to hear this episode if you are interested in... * Emlen’s path to founding Gen Next Wealth [3:06] * What led to launching Minority Money? [5:52] * What has being a podcast host taught Emlen? [8:49] * One thing Emlen thinks highschoolers should be taught [9:45] * What has this journey taught Emlen about his emotional connection to money? [14:08] * What is Emlen so passionate about reaching minorities? [18:29] * Why is becoming a CFP® important to Emlen? [22:53] * Advice for those who want to be an ally to underrepresented advisors [31:05] * The next big thing for Emlen and Gen Next Wealth? [34:52] * What Emlen did today that put him in the right mindset for success? [36:16]
Resources & People Mentioned * Minority Money Podcast * The Nathan “Nearest” Green story * Nandita Das * BLX Internship Program
Connect with Emlen Miles-Mattingly * The website * 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 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
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Today's guest on the Mitlin Money Mindset™ is Jared Kamrowski. The CEO and founder of Thrifty Traveler. Jared is not like your average travel entrepreneur. After graduating from college with a mountain of debt, he and his wife wanted to travel but had to do it on a tight budget. That's what Thrifty Traveler is all about.
As a Certified Public Accountant Jared's job required him to travel over 100 nights a year, which quickly acquainted him with many airline and hotel rewards programs. That led him to create Thrifty Traveler as a way to pass on all of his tips and tricks.
Jared's goal is to show you how to find the cheapest flights and minimize travel costs using points, miles, and above all else show you that travel does not have to be expensive. Listen in for some great takeaways on how you travel more without breaking the bank. Traveling is something my family and I enjoy greatly, and I hope yours does too!
You will want to hear this episode if you are interested in... * Jared’s path to founding Thrifty Traveler [3:16] * What was the mindset needed to transition from corporate job to entrepreneur? [5:01] * Jared’s #1 Cheap Travel tip [9:35] * Travel booking myths [13:22] * Will you get better savings from a credit card or loyalty partnership [20:12] * What is Thrifty Traveler Premium? [22:43] * How has the pandemic impacted your business and how have you dealt with those challenges? [25:29] * How has being a CPA helped Jared with Thrifty Traveler? [29:10] * What is the next big thing for Jared and the Thrifty Traveler Team? [31:08] * What Jared did today that put him in the right mindset for success? [32:45]
Resources & People Mentioned * Who Not How by Dan Sullivan * Google Flights
Connect with Jared Kamrowski * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube * On Pinterest
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest on the Mitlin Money Mindset™ is Mark Gaunya, principal at Borislow Insurance (BI) and the Founder of Captivated Health. Mark is an employee benefits advisor with over three decades of experience. His tireless passion for the industry can be seen by the way he advocates for transparency, consumerism, health, and wellbeing. He is a pioneer in the use of consumer-driven health and wellness plans to lower healthcare costs and improve overall health. Mark was named as a national Top 30 Benefits Advisor to Watch in 2017 by Employee Benefit News. And in 2014 Employee Benefit Adviser awarded him with the Most Innovative Broker of the Year. Mark is a Member of the Board of Directors for the Massachusetts Health Connector and a member of the Board of Trustees for the National Association of Health Underwriters. He earned his GBA from Wharton and is certified in the ACA and Self-funding by NAHU. Mark is at the forefront of what is taking place in the industry and talks about what we can expect in the future.
You will want to hear this episode if you are interested in... * Mark’s path to founding Captivated Health [2:41] * Where did Mark’s entrepreneurial bug originate? [5:59] * Captivated Health, how does it work? [8:30] * What are the benefits to the employee? [18:19] * How does Captivated help businesses? [23:51] * What mindset is needed to embrace what Captivate Health does? [27:44] * Will healthcare change in the future? [32:04] * How does Mark deal with a constant state of change? [39:41] * Marks charitable inclinations and passions [42:46] * What Mark Gaunya did today that put him in the right mindset for success? [50:29]
Resources & People Mentioned * Email Mark
Connect with Mark Gaunya * Websites - Borislow Insurance and Captivated Health * On Linkedin * 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
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Today's guest on the Mitlin Money Mindset™ is Kristen Putnam-Walkerly, President of Putnam Consulting Group. Kristen Putnam-Walkerly is a global philanthropy expert who helps ultra-high net worth donors, foundations, and Fortune 500 companies increase the clarity impact and joy of their charitable giving. She is a trusted advisor to the world's leading philanthropists for over 20 years, ultra-high net worth donors, foundations, Fortune 500 companies, celebrity activists, and wealth advisors have all sought her advice to transform their giving and catapult their impact.
Kris has helped over a hundred philanthropists strategically allocate over half a billion dollars in grants and gifts. Her clients include the Robert Wood Johnson Foundation, J.M. Smucker Company, Charles and Helen Schwab Foundation, and many others. Kris was named one of America’s Top 25 Philanthropy Speakers and is the author of the award-winning book Confident Giving: Sage Advice for Funders. Listen in for some great takeaways on what philanthropy is, how philanthropists can change the world and the impact that you can make.
You will want to hear this episode if you are interested in... * Kris’ path to being the President of Putnam Consulting Group [3:07] * Where does Kris’ passion for philanthropy stem from [5:29] * Where to start your philanthropic giving journey [8:29] * What drives philanthropy? [13:10] * How Kris assists families and foundations through the philanthropic process [15:19] * 4 ways philanthropists change the world [18:14] * What is transformational giving? [23:05] * Mistakes philanthropists make during a crisis [26:23] * 2 top practices for being an extraordinary philanthropist [30:31] * What is Delusional Altruism? [36:09] * What did Kristen do today that put her in the right mindset for success? [38:56]
Resources & People Mentioned * Schedule a call with Kris * Delusional Altruism book
Connect with Kristen * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest on the Mitlin Money Mindset™ is Bill Pidto, Studio Host for MSG Networks. Bill Pidto joined MSG Networks in 2009 and currently serves as a Studio Host for Knick's games and the New York Emmy award-winning MSG 150 that airs during Knick's and Ranger’s games. This past summer Bill also hosted the popular expanded version of the MSG 150, which featured engaging conversation and nightly analysis of the latest news and sports.
Prior to his work with MSG, Bill was an anchor at ESPN where he hosted Sports Smash in the inaugural year of ESPN 2. In addition, he's anchored NHL Tonight, NFL PrimeTime, Baseball Tonight, and Sports Center during his tenure there. Listen in and hear about Bill's journey to MSG Networks and the launch of the MSG 150, the fastest 150 seconds in sports, and a Sprung household favorite.
You will want to hear this episode if you are interested in... * Bill’s path to becoming a studio host for MSG Networks [2:39] * Where does Bill’s passion for sports come from? [5:48] * Radio vs Television: Which does Bill prefer? [7:35] * Bill’s favorite sport [9:44] * What is the MSG 150 and who’s idea was it? [14:35] * What it takes behind the scenes to get MSG 150 together for each show [18:13] * Bill’s favorite clips from MSG 150 over the years [21:44] * What’s up next for Bill Pidto? [24:35] * What is the mindset needed for Bill to be “on” in the studio? [27:05] * What Bill did today that put him in the right mindset for success? [29:18]
Resources & People Mentioned * Sprung boys on MSG 150
Connect with Bill Pidto * The 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
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Today's guest on the Mitlin Money Mindset™ is Marques Odgen, former NFL athlete, now a keynote speaker, business coaching consultant, bestselling author, and podcast host. In 2003, Marques was drafted into the NFL as an offensive lineman. Following his NFL career Marques started a construction company that quickly grew into a multimillion-dollar construction firm. In 2013, it all crashed down around him after he got involved with a bad business deal and ended up losing everything.
During his dark hours, Marques pulled himself together, got a part-time job as a custodian, and with hard work and determination got to where he is today. Marques decided he would use what he had learned from his experiences, both as an athlete and as an entrepreneur, to help others succeed where he had failed. His passion is to create value for every client and some of his clients are well known, such as Home Depot and Liberty Mutual to name a couple. Listen in and hear about Marques' journey from NFL to entrepreneur and how he has used his experiences to help countless people succeed at a very high level.
You will want to hear this episode if you are interested in... * Marques’ path from the NFL to entrepreneur [2:53] * Challenges shifting from the NFL into the business world [7:00] * Transferring the regimented process of the NFL into the corporate world [11:35] * Sibling rivalries are a thing. Were they for Marques and his brother? [14:12] * Where did Marques’ interest in coaching come from? [16:29] * What is the success cycle? [20:09] * Who are Marques’ ideal clients? [23:11] * What are the biggest obstacles that Marques help clients with? [25:13] * 3 things you can do today to regain focus and move towards your goals [28:00] * What Marques did today that put him in the right mindset for success? [31:48]
Resources & People Mentioned * The Lev & Marques Show
Connect with Marques Ogden * The website * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest is Aaron Wilbur, Founder, and CEO of The Coaches Site and host of the Glass & Out podcast. The Coaches Site is an online resource for hockey coaches and was created to provide top coaches a platform to share their experiences and expertise with a global audience. As the host of The Glass and Out podcast, Aaron is fortunate to have weekly conversations with some of the top leaders and trailblazers in hockey. The show highlights the origins of their careers, challenges they have overcome, triumphs, and insights into how coaches can provide an enhanced development opportunity for their players. Aaron spent 12 years coaching at the Major Midget, Junior, and University levels in British Columbia. During this time, he captured a BCHL Championship as an Assistant Coach with the Penticton Vees in 2008 and a Western Canadian Championship as the Head Coach of the Richmond Sockeyes in 2013. From 2011 through 2016 he traveled extensively to China working with various organizations on the development of grassroots hockey. During this time, he also produced the documentary Canucks in China, which examined the developing culture of hockey in China. Listen in for some great takeaways about how Aaron is impacting the sport of hockey and educating coaches to be the best that they can be.
You will want to hear this episode if you are interested in... * Aaron’s path to founding the Coaches Site [2:50] * The Coaches Site and what it’s all about [5:47] * Aaron’s takeaways from his experiences with The Coaches Site thus far [8:46] * Some of the biggest challenges facing youth hockey today [11:16] * Similar challenges in other sports [14:39] * How do we change the culture around coaching? [17:59] * Kyle Beach investigation: Bad actors involved in child youth hockey programs [24:45] * Advice for parents who are new to hockey [28:29] * What makes hockey different from other sports [31:01] * What are the next big things up for Aaron Wilbur and The Coaches Site? [34:04] * What Aaron did today that put him in the right mindset for success? [35:52]
Resources & People Mentioned * My Hockey Rankings
Connect with Aaron Wilbur * The website * 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 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
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Today's guest is Taj Dashaun, Athlete Career Transition Coach and host of the podcast Thrive After Sports. When Taj first stepped away from the game he loved he struggled heavily with depression. He had never fully developed a clear vision of his life after football. Taj knew he wanted to get a good job, make money, and be successful, but felt lost and overwhelmed having no idea how he would do that and what to do with his life.
After several years of stumbling around in the emotional darkness of uncertainty, Taj decided to move the focus away from himself and look to serving others. Once Taj found his focus he created an intensive program for retired athletes who are struggling to adapt to life after sports. It has become his mission and passion to reach out and help others overcome the fear, frustration, and uncertainty associated with life post athletics. Listen in and hear how Taj has helped athletes approach, navigate, and successfully move into the next phase of their lives.
You will want to hear this episode if you are interested in... * Taj’s path to becoming an athlete career transition coach [2:59] * When should athletes seek coaching from Taj? [6:55] * Why is it so hard for athletes to transition out of their sports careers? [10:19] * Getting your mind prepared for the day you’re no longer playing sports [12:02] * Assistance from the university for players after they are done with the game [14:33] * Lack of emphasis on athletes’ mental wellbeing [19:28] * Simple things athletes can do to help be more successful through the transition [23:50] * Challenges of leaving sports [28:21] * What Taj did today that put him in the right mindset for success? [32:28]
Resources & People Mentioned * Lorenzo Lewis - Confess Project on episode 81 coming May 2022 * Alijah Holder episode * Thrive After Sports book
Connect with Taj Dashaun * The 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
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Today's guest on the Mitlin Money Mindset™ is Tara Faquir, co-founder, and COO of Trustate. Tara has spent the past decade working at a variety of companies from Fortune 500’s to billion-dollar startups. She brings to Trustate, a deep understanding of sales, operations, and team management, along with a passion for learning and entrepreneurship.
Losing a loved one is overwhelming and Trustate was founded to help navigate these challenging times by providing comprehensive, transparent, and affordable estate administration services. Tara is driven by Trustate's mission as she has personally experienced two estate administrations within a 12 month period. She says the stress and anxiety of settling an estate is felt by the entire family and it's the reason Trustate was founded. To help people administer estates quickly, efficiently, and correctly.
Listen in and hear Tara's journey to founding a company that will help countless people and how her own personal experiences helped her see and uncover the need.
You will want to hear this episode if you are interested in... * Tara’s path to co-founding Trustate [2:50] * What is Trustate? [4:19] * Working in conjunction with the financial and legal team [6:58] * How Trustate helps clients [14:15] * Complications that Tara sees [17:10] * Estate planning vs estate prepping [19:36] * What size estate is Trustate best suited to assist? [23:59] * Launching a company during a pandemic [28:14] * What Tara did today that put her in the right mindset for success? [32:01]
Connect with Tara Faquir * The website * 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 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
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Today’s guest on Mitlin Money Mindset™ is best-selling author BB Easton. BB never intended to become an author. She was a full-time school psychologist and new mom when inspiration struck. BB began writing down her own stories just for fun, no one was supposed to read them. She took the events that followed and turned them into her hilarious, heart-warming, hot-as-hell comedic memoir, 44 Chapters About 4 Men: A Memoir! Within weeks, it hit the Amazon Top 100 Bestseller list and received a glowing review from #1 New York Times bestselling author Colleen Hoover. 44 Chapters About 4 Men: A Memoir also won the After Dark Book Lovers Shortie Award for Best Debut of 2016. Ultimately the book was the inspiration for the Sex/Life series on Netflix and quickly skyrocketed to one of their most-watched original series of all time. Due to the book's success and BB's desire to keep writing, she quit her stressful job, dyed her hair pink, and went on to publish four more wickedly funny, shockingly steamy, and heartwarmingly honest books. Listen in for some great takeaways about how BB made the transition from school psychologist to full-time author.
You will want to hear this episode if you are interested in... * Who is BB Easton and how did she get here? [2:59] * Self-publishing "44 Chapters About 4 Men” [6:08] * Support from Colleen Hoover [9:32] * BB’s husband Ken’s reaction when he read her journals [12:49] * The transition from school psychologist to full-time author [15:01] * How "44 Chapters About 4 Men” became the Netflix series Sex/Life [18:14] * How involved was BB with the adaptation of the book to the series? [24:13] * What BB hopes women will take away from the book and the series [31:53] * What BB Easton did today that put her in the right mindset for success? [35:20]
Resources & People Mentioned * Wattpad * Sarah Shahi
Connect with BB Easton * The website & newsletter * On Instagram * On Twitter * On TikTok * On Facebook #TeamBB Facebook group * On Pinterest * On Goodreads * On Bookbub * On Etsy * On Amazon * On Spotify
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
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We all know how hard it can be to build new habits around diet and fitness. What does it take to truly get your health and mindset in order to serve your success and establish an ongoing routine of health and strength? My guest on this episode speaks to those issues and so much more. Matan Gavish, is the Founder and CEO of Fit Hit, one of Inc 5000’s fastest growing companies for 2020. He is a former Special Ops soldier and Krav Maga Combat Fitness Officer in the Israeli Defense Force. He has worked shoulder to shoulder with the best in the world and believes that empowerment through training is the key to success. That applies not only to hostile physical situations but also in dealing with any curveball life may throw your way. His Fit Hit program enables ordinary individuals to tap into their potential, develop a healthy lifestyle, enjoy customized nutrition, and implement strength and flexibility training — all while learning how to handle themselves in uncomfortable situations. His story and insight is fascinating, so please take the time to listen You will want to hear this episode if you are interested in... * Matan’s reasons for founding Fit Hit after serving the the IDF [2:44] * How the Israeli Defense Force prepared Matan for entrepreneurism [6:47] * A high-level view of Krav Maga and how Matan integrated it into Fit Hit [13:28] * The ideal person to benefit from the Fit Hit approach [17:48] * Matan’s participation with a program to help wounded soldiers [29:54] * The Next-Up projects for Fit Hit [33:09] * What Matan did today that put him in the right mindset for success? [35:20]
Resources Mentioned * BOOK: Traction (the Entrepreneur’s Operating System) * Dror for the Wounded (DFW)
Connect with Matan and Fit Hit * The website: https://fithit.com/ * On Instagram * 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
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Today's guest on the Mitlin Money Mindset™ is David Noll, co-founder, and co-president of Keller Noll. David and his partner, Cleve Keller, joined together exclusively in 2007 to form Keller Noll with 50 plus series together, they have become one of the most successful TV development teams in the world. David has created, sold, and produced 50 plus series and over 3,300 episodes, both in the US and around the world. Some of these include Chopped, Chopped Junior., Chopped Champions, Dinner Takes All, Face the Truth, Punchline, and many more. David Noll is referred to as a "TV mastermind" by Emmy Magazine, a “Television Formats Powerhouse” by C21 Magazine. He is a two-time Emmy Award Winner, two-time Gracie Award Winner, and he won the coveted James Beard Award for Best Television Series: CHOPPED. Dave is also a keynote speaker whose unique look at the business world, storytelling, and tangible tips has thrilled and inspired audiences from Los Angeles to Miami to New York. Listen in and hear about David's journey to becoming a television powerhouse and being responsible for over half a billion in television sales. You will want to hear this episode if you are interested in... * David’s path to success [3:00] * Was David a TV junkie growing up? [5:35] * What does David attribute his success to? [7:48] * The mindset needed to stay focused enough to put hits together [12:03] * How did Chopped come to life? [16:15] * Chopped Junior planned from the beginning? [21:07] * The value of mentorship [26:37] * “There is no fear” [33:56] * What David did today that put him in the right mindset for success? [38:41]
Resources & People Mentioned * Cleve Keller * Chopped Television Series
Connect with David Noll * 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 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
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We all have dreams and sometimes we discover them without previously knowing that they even existed. Our guest on this episode is a New York Times, U.S. Today, and Wall Street Journal bestselling author. Her real-life experiences are used to create compelling stories that appeal to a wide variety of audiences. Her journey from trial attorney to best-selling author is an amazing story. Her first book was published in January 2013 on Amazon as a “free” offer. She experienced 60,000 downloads the first day and her path was set. Readers began emailing about another book and she realized she had the ability to become a professional author. Her second book did even better and her third book hit the U.S.A. Today best-seller list. After a 6 month sabbatical from her law firm to try out the writing career, she made the decision to become a full time author. Listen to hear Sawyer’s journey and learn some lessons about strategy, consistency, and doing great work. Connect with Sawyer Bennett * The website: https://sawyerbennett.com/ * Sawyer’s Amazon Author page * 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 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
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What are the dreams you have for life? Are they merely daydreams or are you doing something practical to change yourself so you’ll be able to accomplish them? On this episode, Dan Mangena joins us… he’s a motivational speaker, author, and coach at “Dream with Dan.” His experience in life is the resources he draws from to help others. Diagnosed with Aspergers syndrome at age 27, which is quite late, he experienced a life-shattering trauma that set his life in a new direction. He spent the next 7 years struggling to keep the situation from spilling into every area of his life. As he received the proper help and resources, he was able to build his “Beyond Intention Paradigm” which helped transform his life from one of misery to celebration. Listen to learn how Dan helps others change their lives by changing themselves.
You will want to hear this episode if you are interested in... * How Dan walked the path of struggle, discovery, growth, and celebration [2:34] * Dan received a late diagnosis of Aspergers: How he reacted to the news [7:26] * The Beyond Intention Paradigm (4 steps) [12:40] * What Dan understands about alignment [15:14] * Dan’s approach and who he is able to help most effectively [18:58] * A few success stories from Dan’s coaching [22:14] * The ideal life blueprint [29:50] * What Dan did today that brought him joy and put him in a success mindset [32:58]
Resources & People Mentioned * The Wisdom of Solomon * The 80/20 Principle
Connect with Dan Mangena * The website: https://DreamWithDan.com * BOOK: Stepping Beyond Intention * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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When it comes to the determination and tenacity that a strong mindset provides, Theo Fleury is a man who knows both. He’s a former NHL All-star, Olympic Gold Medalist, and Stanley Cup winner. His 15-year career spanned 1000 games and 1000 points scored. Today he’s helping as many people as he can, get to where they want to go. He does that through speaking engagements, brief encounters on the street, and more. His compassionate spirit enables others to feel safe and become whole through his own open spirit. He’s the recipient of the Canadian Humanitarian Award, the Aboriginal Inspire Award, and more. Listen to hear the inspiring story of Theo’s NHL career, battling his own demons, and how he’s moved on from there to inspire change in the world.
You will want to hear this episode if you are interested in... * Theo Fleury: How he reached the NHL after beginning hockey at 5 years old [3:05] * Why playing for his country is a stand-out among all his achievements [9:47] * Fleo’s challenges with addiction, mental illness, and success [16:28] * The importance of athletes to care for their mental health [22:17] * One thing you can implement to improve your mental health [28:00] * Theo’s main focus: Psychedelics in microdoses to benefit mental health [33:43] * What Theo did today that put him/her in the right mindset for success [35:33]
A 5-year-old hockey phenomenon with a life-long love for the game Theo Fleury began playing hockey at 5 years old and as he says, he fell “madly and deeply in love” with the game of hockey. The majority of his childhood was spent playing hockey and other sports. He loved being part of a team and loved winning. His small town upbringing enabled him to play with the same 13 teammates for 9 years on the same team, with the same three coaches. They created a winning culture built on respect, love and caring for each other, and responsibility. At 14 he was drafted into the Canadian Hockey League and was drafted into the NHL in January of 1989. 6 months later, he and his team won the Stanley Cup. Among his proudest achievements is the fact that he was able to play for Canada numerous times on national and Olympic teams.
With success came his own struggles with addiction, mental health, etc. Theo grew up in an era when addiction and mental health struggles were a reality but weren’t spoken about. As a child, his home was plagued by addiction as both of his parents struggled with addictions. As a result, hockey became his escape from the insanity at home. That experience allowed him a number of dream opportunities but also thrust him into a realm where the wounds of his past came readily to the surface. A battle with his own addictions and his own mental health ensued and he learned quickly that contrary to what was modeled for him as a child, he had to talk about his struggles and receive help. A near-suicide pushed him to the point of seeking help and Theo has since become a staunch advocate for mental health and addiction recovery.
5 in 5 of us struggle with mental health, at some point in life Theo says that an extraordinary mindset is a common characteristic of the most elite athletes. At higher levels, everyone can perform athletically but those who excel have a mental capacity for figuring out the difficulties and persevering to win. That lesson extends beyond athletics into the difficult realms of life. Pain and trauma, in all areas of life, leaves us in emotional pain and suffering, which is what Theo considers to be mental illness. It’s an emotional pain that nobody else can see. Most people use addictive behaviors to deal with that pain which pushes them down the path toward death. It’s at that point where vulnerability and honesty about their own struggles and trauma start them on the road to recovery and healing. It’s courage, and as others see it they develop the ability to talk about their own struggles as well.
Listen to hear Theo’s advice on how you can improve your own mental health, help others with theirs, and be a change agent in your world.
Resources & People Mentioned * BOOK: The Outliers by Malcolm Gladwell * Mental Health Organization: We’re all a little crazy
Connect with Theo Fleury * The website: https://TheoFleury.life * 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 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
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Have you struggled with a besetting habit or type of addiction? My guest today, Ambus Hunter, has had the same experience and shares from his recovery story to help others get out of the situations that bind them. At 24 years old, he was student debt-free and financially prospering, but was introduced to gambling shortly after entering the workforce. When he finally came to a point of recovery he made it his goal to help as many people as possible gain freedom and meaning in their lives. Ambus is a financial coach and blogger, speaker, owner of a financial wellness company, and more.
You will want to hear this episode if you are interested in... * Ambus’ story: a great start, a turn to a gambling addiction, and back again [0:58]
- The benefits of paying now for what you want to be true of your future [6:47]
- The correlation between improved financial health and mental health [18:12]
- Evaluating job opportunities through a different lens [23:36]
- How Abmus’ experience enables him to serve others more effectively [28:57]
- 3 steps you can take today to move your life forward financially [31:35]
- Next steps for Ambus: A YouTube channel, courses, and additional resources [36:07]
- What Ambus did today to bring joy and set him up for success [37:17]
Connect with Ambus Hunter BIO:
Ambus Hunter is a Baltimore-area Accredited Financial Counselor, Conflict Resolution Mediator with the Federal Government, Blogger, Speaker, Jazz Drummer, and a recovered gambling addict. His financial coaching and content helps millennials strengthen their relationships with money in order to live a life of comfort, satisfaction, and purpose.
- The website: https://ambushunter.com
- Get the free pieces of training Ambus has created: https://ambushunter.com/resources/
- 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
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Every new business has a story behind it, sometimes it’s painful and other times full of drama and excitement. Katherine Sprung’s story began in the simplest way. She tried a marshmallow recipe and loved it… from there she began experimenting with recipes, trying them out with her family and friends, and within a very short time was eager to start her own business. As a former DJ, tech startup-er, and voice-over artist she says she never saw "marshmallow maker" in her future, but it’s been a great and exciting road to success.
The goal of Squish Marshmallows is to make quality, delicious marshmallow products that make people happy and change the way they view the “humble marshmallow.” Katherine was the Chopped Sweets champion in the year 2020 and has enjoyed making connections with customers the world over. Join us for this fun conversation!
You will want to hear this episode if you are interested in... * The amazing history and path Katherine Sprung has taken to the present [1:09] * Crazy ideas and concepts that have come from Squish Marshmallows [12:26] * Katherine’s experience on “Chopped” [18:65] * Why Katherine is part of “Dreamers and Doers” [23:34] * How a helping, generous mindset fuels mental health and well-being [27:20] * Why Katherine is eager to support female entrepreneurs [29:30] * What Katherine did today to put her in the mindset for success [35:40]
Resources & People Mentioned * Dreamers and Doers
Connect with Katherine Sprung BIO:
Katherine Sprung is the founder and owner of Squish Marshmallows, hosts a podcast, IRATE with Katherine Sprung, commercial voice-over artist, and former nightlife DJ. Katherine is also a content creator, hosting and producing recipe and cooking videos.
Born in Massachusetts and raised in Central Florida, Katherine graduated from the University of Central Florida with a major in Broadcast Journalism and a minor in Health Sciences. After graduating, Katherine moved to NYC for an internship with ABC News, and has been living in the city ever since. Katherine is a serial self-taught entrepreneur, learning how to DJ, create and produce her podcast, become a pastry chef, and produce video content.
Throughout the years, Katherine and Squish Marshmallows have been featured on Hallmark Channel, Refinery29, Cosmopolitan, The Chew, Eater, Insider, Money, Thrillist, Forbes, Food Network, Seventeen, among others, and named as a finalist for "Best Dessert" at the 2015 Vendy Awards, and winner of Food Network's Chopped Sweets 2020.
Katherine currently lives in New York City, soaking in all the city has to offer. With a passion for food, you can find her exploring all of the amazing food and beverages around town, and often documenting all the adventures through social media. In addition, she has a love for animals, fitness, and irreverent comedy.
- Squish Marshmallows
- Katherine’s podcast: Irate, with Katherine Sprung
- On Instagram
- On Twitter
- On Linkedin
- On Facebook
- On YouTube
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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When you think of Charity organizations, do you think of a simple giving and receiving relationship? Or do you recognize there are complexities involved in contributing and receiving gifts like real estate, business interests, and non-cash assets? As you can probably tell from the questions above, there is a lot more that goes into charitable giving (and receiving) than what we often believe.
This episode features Doug Benson, Senior Vice President & In-House Counsel for Foundation of the Carolinas. Doug oversees the legal, regulatory, and compliance issues for the foundation and co-leads the Foundations’ philanthropic advancement team. He works with donors and their professional advisors to coordinate the planning, negotiation, and acceptance of traditional and complex gifts, including gifts of closely held business interests, real estate, and other non-cash assets. He also speaks on these topics in a variety of contexts. This conversation dives into the ways charitable organizations work, what’s involved in some of the more complex charitable issues, and more.
You will want to hear this episode if you are interested in... * My friendship with Doug Benson and how he became involved in Foundation for the Carolinas [2:08] * The definition of a “Community Foundation” [4:25] * Are charitable donations made mainly because of the tax benefits? [7:47] * The stats on giving in the United States, and the best ideas for giving [11:42] * IRA qualified charitable contributions [15:17] * Business gifting: A growing area of charitable giving [17:27] * What are donor-advised funds and how do they work? [18:33] * Legacy: The idea of creating something for tomorrow [25:10] * Annual gifts done simply and effectively, even after you die [29:03] * Making a lasting impact no matter your income or financial status [34:21] * What Doug did today that put him in the right mindset for joy and success [35:30]
DISCLOSURE: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. The philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.
Resources & People Mentioned * Foundation for the Carolinas * The Cleveland Foundation (the first Community Foundation) * Definition: Donor Advised Funds
Connect with Doug Benson * The website: https://www.fftc.org/ * On Twitter * On Linkedin
BIO
Doug Benson is Senior Vice President & In-House Counsel at Foundation For The Carolinas in Charlotte, N.C. In this role, he oversees legal, regulatory, and compliance issues at the Foundation and co-leads the Foundation’s Philanthropic Advancement team. Doug works with donors and their professional advisors to coordinate the planning, negotiation, and acceptance of traditional and complex gifts, including gifts of closely held business interests, real estate, and other non-cash assets. Since joining the Foundation in 2012, he has played a key role in facilitating charitable gifts of non-cash assets in excess of $250 million.
Doug also regularly works with donors and their families in designing and implementing planned gifts. Prior to joining FFTC, Doug practiced as an estate-planning attorney for 12 years with Moore & Van Allen PLLC in Charlotte and with Sutherland Asbill & Brennan LLP (now Eversheds Sutherland) in Washington, D.C. His practice areas included estate planning and administration, tax planning, and charitable planning.
Doug holds a B.A. in Economics from the University of Rochester and a J.D. from Duke University School of Law. He is a member of the American Bar Association and the North Carolina Bar Association, as well as the Duke University Estate Planning Conference Planning Committee, the Queens University Estate Planners Day Steering Committee (Chair 2019/2020) and the Charlotte Estate Planning Council. Doug is a frequent speaker on a broad range of charitable and estate planning topics, including charitable gifts of closely held business interests, ethical considerations of nonprofit board service, planned giving, board governance and tax-exempt entities. Doug lives in Charlotte with his wife Tara and their two children.
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
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What are you willing to do to reach the goals you’ve been dreaming of? Would you diligently study your craft to become the best at what you do? Would you be willing to leverage the connections you make to push your dream forward? If needed, would you sell your own house? My guest on this episode, Kwame Damon Mason has done all of that and more.
After a successful career as a radio personality, he began learning about the history of black players in the sport of hockey. Kwame felt it was necessary to highlight what black athletes had contributed to the sport of hockey and that’s when his dream took shape: He wanted to make a documentary film about the subject… and the drive took over, requiring many sacrifices along the way that he was glad to give.
All that work paid off. Kwame recently completed his first feature documentary film: Soul on Ice. It’s a film about the amazing contributions of black athletes in hockey. It won “Best Picture” at the 2015 Edmonton International Film Festival and recently had its television debut on the NHL Network. Join me for this fascinating conversation about hockey, diversity, and inclusion.
You will want to hear this episode if you are interested in... * Kwame’s path to creating his movie, podcast, and more [2:47] * After launching the film, the podcast carries on the mission [6:48] * The most ground-breaking moments in hockey featuring black players [10:45] * What inclusive actions taken by modern teams do for young black players [13:04] * How Kwame’s partnership with the NHL came about [17:55] * Kwame’s views on the road to diversity in the NHL [19:42] * What’s next for Kwame and the Soul on Ice podcast [31:39]
- What Kwame did today that put him in the right mindset for success [33:19]
Resources & People Mentioned * The Colored Hockey League of the Maritimes
Connect with Soul on Ice * The website: https://www.nhl.com/multimedia/podcasts-soul-on-ice-the-podcast * On Apple Podcasts * 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
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Have you ever considered that it’s possible for something you love, even a hobby, to become a business that not only supports your lifestyle but also serves others in delightful ways? My guests on this episode are sisters who did exactly that by founding a dessert business in 2015, Mini Melanie. It’s an amazing story of how one of them carried a childhood baking hobby to great lengths (Melanie), while the other (Diana) became a successful human rights lawyer and then turned entrepreneur. Their success includes Melanie becoming a champion on the Food Network television show, “Chopped.” Their goal is to create “luxurious desserts to celebrate every life milestone through every gift you send.” Join us for the fabulous conversation about family, food, and customer delight!
You will want to hear this episode if you are interested in... * Could a family business work for you? Melanie and Diana’s story is inspirational [3:02] * Amazing desserts that set the company apart [6:20] * How the pandemic was an existential threat to the business [10:35] * Scaling the business and making wise decisions as a small business [12:25] * The “Chopped” TV experience and how it serves as a feather in their cap [15:20] * How Mini Melanie works hard to “make their customer’s day.” [18:37] * Why being a woman-owned business is important to Melanie and Diana [21:55] * How customer-led dessert creation is part of the approach [28:40] * Starting the day in a way that creates joy and sets them up for success [31:01]
Running a family business is a passionate and challenging endeavor You may have heard horror stories about the challenges of being part of a family business. But Melanie and Diana don’t feel it’s such a bad thing. In fact, each of them has a powerful perspective on what it means to work in a family business. The advantages are incredible. They say that working with each other is a huge time-saver because they already have a level of comfort with each other that would take a long time to develop with another business partner. That enables them to move to a place of understanding much more quickly and advance the business without delay.
Kudos to their parents, who did a great job teaching them to work together toward common goals — and to them for putting those lessons to work for their business. If you listen, you’ll hear the synergy and chemistry that exists between these amazing sisters.
Pivoting in the face of business dangers is essential to success As with every small business, 2020 hit Mini Melanie hard. The lockdowns that were announced in response to the COVID outbreak made it challenging, but Mini Melanie, being a New York City-based company (a city that experienced one of the highest outbreak levels of the virus), was hit especially hard.
In this episode, Diana and Melanie describe how their business came to a screeching halt and the steps they took to get things rolling again. They made a rapid shift to an eCommerce business model and began delivering their incredible desserts to customers again, in new and innovative ways. They say there’s no turning back, the boost they’ve received from the eCommerce aspect of their business is something that has created new opportunities for the business. Pivots like this are what make a team like this successful. Rather than allowing circumstances to dictate their path, they used the difficulty to find and take advantage of a new opportunity.
“We are a family so we treat our customers like family” Every business wants its customers to be delighted with the service or products they receive. But to really pull that off requires an intentional approach and a mindset that is truly customer-focused. Melanie and Diana believe that the fact that they are a family business makes that mindset easier for them to maintain and express. They deliver family-oriented, personal service in every encounter with customers. For example, they have customers who have been with them through the varied stages of life. From engagement cakes, to wedding cakes, to gender reveal cakes, and delectable desserts for that same child’s birthday, they are part of the major events of their customer’s lives and wouldn’t have it any other way.
Resources & People Mentioned * Food Network’s “Chopped” TV show
Connect with Melanie and Diana * The website: https://minimelanie.com/ * The Chopped “sizzle reel” featuring Melanie * On Instagram * On Twitter * On Facebook * On Pinterest
BIOS:
We left our jobs to build a female-owned & operated D2C bakery.
Melanie
- Studied culinary in Paris & NYC
- Head Baker, Blue Hill Stone Barns
- Chopped Champion
- Northwestern University (2008)
Diana
- Human Rights lawyer turned entrepreneur
- Early sales & operations hire at onefinestay (acquired for $200m)
- Emory University (2001)
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
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Today's guest on the Mitlin Money Mindset™ is Charles Becker, founder of 1940s Brewing Company. After a 30+ year career in the nonprofit world with the March of Dimes, Charles started a nano brewery on Long Island and is committed to producing top-quality craft beer. Charles chose the name to pay homage to his father who graduated from the brewing academy in the year 1940. 1940’s Brewing Company is deeply rooted in tradition with a family legacy of brewing and dedication to quality beer. Founded in 2014, Charles has taken his brewery to the next level by creating brews that are mission-focused and help support mental health awareness and suicide prevention.
Charles is making his mark in the craft brewery industry by combining great brews and great causes. This combination allows him to differentiate himself and his brewery in a very crowded industry. Listen in and hear how Charles has created a win-win using great brews, giving back, and doing something he truly loves.
You will want to hear this episode if you are interested in... * Charles’ path to Founding the 1940’s Brewing Company [2:36] * What differentiates 1940’s brews from others? [6:14] * Has the explosion of craft breweries in recent years affected business? [8:48] * Is there still room for others or is it a crowded market? [13:13] * The story behind the beer Never Alone IPA? [14:59] * How Never Alone is supporting Mental Health Awareness and suicide prevention [20:16] * Is drinking locally important to breweries like 1940’s and others in NY State? [26:00] * What is the key to success in keeping the flavor lineup fresh and new? [29:47] * What are the next steps for the 1940's Brewery? [32:18]
- What Charles did today that put him in the right mindset for success [33:52]
Resources & People Mentioned * Orlando from 94.3 The SHARK * Black Circle Project * Choose Song * Ashley Massaro * Long Island History Facebook group
Connect with Charles Becker * The website * On Instagram * On Twitter * On Facebook
Bio 1940’s Brewing Company is deeply rooted in brewing tradition. Owner Charles Becker choose the name to pay homage to his father, who graduated brewing academy in the year 1940 before beginning his long career of brewing. With a family legacy of brewing and dedication to quality beer, 1940’s Brewing Company got its start in 2014.
Brewer Jon Brengel joined Charlie to perfect the brewery’s recipes and 1940’s hit its stride. Today you can visit the 1940’s brewing facility and tasting room on Lincoln Avenue in Holbrook New York to try a pint in our growing arsenal of delicious brews.
Work
- Founder/Co-Owner at 1940's Brewing Company
- October 2013 - Present
- Former State Director of Operations at March of Dimes
- 1980 - June 2009
- College
- Studied Accounting & Finance at Adelphi University
- MS Class of 1981
- Studied Accountancy at LIU Brooklyn Class of 1975
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
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Today's guest on Mitlin Money Mindset™ is Mary-Kay Messier. She is a member of the Bauer Hockey senior leadership team as Vice President of Global Marketing. Mary-Kay oversees all of Bauer’s global marketing efforts, including digital, social, consumer experience, sports marketing, and strategic partnerships, including those with the NHL, the NHLPA, international federations, and pro athletes. Mary-Kay is a committed and effective advocate for the game, intending to make it more accessible, inclusive, diverse, and fun-focused because after all, fun is what it's about. Mary-Kay and her team created the internationally successful First Shift Program, now in partnership with the NHL, NHLP, and founding partner Hockey Canada. The First Shift has welcomed over 30,000 new families to hockey and that is what I would consider growing the game. Listen in as Mary-Kay and I talk about hockey, growing the game, and the huge expansion of the sport through women's hockey.
You will want to hear this episode if you are interested in... * Mary-Kay’s path to becoming the VP of Marketing at Bauer Hockey [2:37] * The launch of the Secret Dream Gap Tour [5:02] * How does playing at hockey meccas like NY help grow the game of hockey? [9:54] * Why was it important that the Secret Dream Gap Tour was a success? [13:02] * What makes hockey different from other team sports? [16:44] * Bauer’s goals for growing women’s hockey [21:17] * How are those affiliated with the NHL helping to grow this initiative? [25:13] * The responsibility to move things forward [28:57] * Will women’s hockey direct the growth of the sport? [32:47] * What Mary-Kay did today that put her in the right mindset for success? [37:33]
Resources * NHL * NHLPA * Bauer Hockey * First Shift Program
Connect with Mary-Kay Messier * The website * On Instagram * 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 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
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Today's guest on episode 55 of the Mitlin Money Mindset™ is Dr. James. Marotta is a dual board-certified facial plastic surgeon with education and training from some of the finest institutions in the world. He leads the team at Marotta Plastic Surgery Specialists. Dr. Marotta specializes in facial plastic surgery keeping up with the latest trends and techniques in popular procedures like facelifts and rhinoplasty. In addition to being a respected and highly sought-after doctor, Dr. Marotta is also an author. He recently launched his latest work You Are Not A Vanity Purchase. Dr. Marotta also gives back by volunteering his time and surgical expertise to Face To Face helping victims of domestic violence with facial injuries and to Faces Of Honor helping veterans who have suffered face or neck injuries while deployed overseas. Learn what makes Dr. Marotta different and how he has transformed lives.
You will want to hear this episode if you are interested in... * Dr. Marotta’s path to becoming a plastic surgery specialist [2:31] * What percentage is based upon medical need vs. elective? [6:44] * Has insurance billing changed since James stopped accepting it? [10:45] * Dr. Marotta’s most common procedures [12:51] * The impact on people’s lives [17:26] * James’ practice core values, PACT, and the importance to patients and staff [22:24] * Who should read Dr. Marotta’s book You’re Not A Vanity Purchase? [28:34] * How has the COVID pandemic impacted Dr. Marotta’s practice, in what ways? [31:42]
Resources & People Mentioned * Dr. James Marotta’s book You’re Not A Vanity Purchase * Miracle Morning
Connect with Dr. James Marotta * The website * On Instagram * On Twitter * On Facebook * On YouTube * On Pinterest
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest on the Mitlin Money Mindset™ is Elizabeth Burton, the Chief Investment Officer of the Employees’ Retirement System for the State of Hawaii. Elizabeth oversees $19 billion in pension fund assets and is also on the Board of Directors of the Chartered Alternative Investment Association. She was named one of Chief Investment Officer Magazine’s Top-40-Under-40. Additionally, Elizabeth received the Industry Innovation Award for plans under $20 billion by Chief Investment Officer Magazine and was listed in the Power 100 in 2019. In 2020 she was added to the list of top 1% of institutional investors by The Trusted Insight and has made several appearances on CNBC in order to address the state of the markets since the start of the pandemic. Listen in, as Ms. Elizabeth Burton shares her insights into what it means to manage a state pension fund and how institutional investors view the markets and assets.
You will want to hear this episode if you are interested in... * Elizabeth’s path to becoming the CIO of ERS for Hawaii [2:43] * As fiduciary for a state pension system what are your goals for the fund? [7:13] * The approach to looking out into the future and building this allocation [10:28] * What is the pandemic’s effect on the state’s fund going forward? [14:16] * Do pension funds have more access to non-traditional assets than individuals [19:43] * Can the ordinary retail or accredited investor enter and invest in private equity? [24:45] * Is crypto part of the overall strategy for the pension system? [26:55] * The biggest change as a result of the move to Hawaii and what it’s like [31:29] * What Elizabeth did today that put her in the right mindset for success? [33:13]
Connect with Elizabeth Burton * The website * On Linkedin
A diversified portfolio does not assure a profit or protect against loss in a declining market. With respect to alternative investments in general, you should be aware that returns from some alternative investments can be volatile and you may lose all or a portion of your investment. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards.
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.
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Today's guests on the Mitlin Money Mindset™ are Courtney and Lindsey Glasser, sisters and co-founders of Grey Bandit, an online clothing business and marketing powerhouse. Grey Bandit does not just promote clothing, but a lifestyle of wellness and positive vibes. Courtney and Lindsey understand that truly exuding beauty on the outside must come from a place of authentic confidence within. This confidence isn't easy for many young women. Courtney, Lindsey, and others in their lives have grappled with anxiety and depression on some scale and through Grey Bandit are trying to break the stigma that usually accompanies mental illness. They are building a community that they wish was available for them in their previous times of struggle. Grey Bandit is not just a cute online clothing boutique, but also a medium to spread a deeper message and have a charitable component too. Make sure you pay attention to this conversation about a business that started as a college project and has surpassed $5 million in revenue in under four years.
You will want to hear this episode if you are interested in... * Courtney, Lindsey, and their path to Grey Bandit [2:30] * What is Grey Bandit? [9:07] * Not just about clothing [10:53] * Organizations that Grey Bandit supports with the Care Collection [13:43] * Running a company with your siblings [17:29] * How operating on the principles of Traction and EOS has helped growth [21:32] * How important have mentors been to these young entrepreneurs? [24:40] * Staying in their lane [29:24] * What are the next big steps for Grey Bandit? [33:54] * What Courtney & Lindsey did today to put themselves in the right mindset for success? [37:20]
Resources & People Mentioned * To Write Love On Her Arms * The Love Land Foundation * NAMI * Active Minds
Connect with Courtney, Lindsey, and Grey Bandit * The website * On Instagram * On Facebook * On Pinterest * On TikTok
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest on the Mitlin Money Mindset™ is Lou Mongello, host of WDW Radio, a podcast about Disney Parks, Marvel, and Star Wars. Lou is a former attorney who left the practice of law to pursue his passion for Disney. WDW Radio, which he founded, is an award-winning podcast that at one time ranked #2 overall on iTunes. It was named best travel podcast for 9 consecutive years.
Additionally, Lou is also the author of numerous books and audio tours of Walt Disney World, including his most recent book, the Disney Interviews Vol 1. Lou is a speaker who also provides mentoring and consulting to both individuals and organizations looking to build their businesses and brands by sharing the magic of Disney. Lou is also a philanthropist and the founder of the Dream Team Project which has raised more than $450,000 to send children with life-threatening illnesses to Walt Disney World. He attributes his tremendous success to the participation and generosity of the community he has built. Listen in for some great takeaways on how you can follow your passions and have an impact on the world around you.
You will want to hear this episode if you are interested in... * Lou’s path to founding WDW Radio [3:33] * Was Lou’s path mapped out from the start? [5:44] * What is it about Disney that has captured Lou’s heart? [7:43] * The most important thing that Lou’s journey has taught him [11:17] * Where did the friends not fans concept come from? [16:40] * The Dream Team Project [20:52] * Lou’s top Disney experience [24:55] * Most memorable WDW Radio episode [26:26] * Advice for someone who wants to pursue their passion [28:14] * Is Disney shifting from a guest satisfaction focus to a revenue focus? [33:34] * A Disney secret & plans for the 50th anniversary [38:19] * What Lou did today that put him in the right mindset for success? [41:15]
Resources & People Mentioned * The Disney Interviews: Volume I * And Justice For All
Connect with Lou Mongello * The websites Lou Mangello or WDW Radio * On Instagram * On Twitter * On Linkedin * On Facebook * On YouTube * On Pinterest
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest on the Mitlin Money Mindset™ is Mike Jaczewski, known as “Ski" by his friends and colleagues. Mike is President and CEO of Toltec and has spent over 19 years as a professional investigator handling matters for individuals, entrepreneurs, attorneys, and numerous Fortune 500 companies. With encouragement and spiritual support from family and friends Mike launched Toltec and has since become the go-to investigator for countless clients who've come to rely on his efficiency and professionalism. Mike has built an extensive network of professional partners and during his career has investigated and managed case files in all 50 states and over 60 countries. Listen in as Mike shares his personal story and some gems about the work he has done as an investigator.
You will want to hear this episode if you are interested in... * Mike’s path to founding Toltec [2:25] * What does Toltec do and who’s it for? [4:04] * What does the name Toltec mean? [6:43] * What drew Mike to this line of work [9:44] * Counterfeiting issues businesses face [11:58] * Can a solo entrepreneur afford to defend their product? [14:12] * Mike’s war stories working as a PI [18:48] * Is there a specific mindset you need to have to be an investigator like Mike? [22:19] * What are the next big steps for Toltec? [29:16] * What Mike did today that put him in the right mindset for success? [32:32]
Connect with Mike Jaczewski * The websites Toltec or Mike Ski * On Linkedin * On Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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When we think about professional athletes a number of things come to mind… elite abilities, wealth, and the pinnacle of success are among them. Greg Camarillo’s comments about what life in the NFL is really like are a welcome peek behind the curtain to understand the day in and day out nature of what professional athletes experience. While he admits that his time in the NFL was indeed a pinnacle, he also realizes that the things that took him there are things that are available to everyone, in every walk of life.
Join me as Greg and I discuss his road to the NFL, which started when he walked on to the football team at Stanford and how his first years in the NFL were tenuous at best. He reveals the struggles professional athletes experience and offers a way through the difficulties through open dialogue and humility. I hope you take the time to listen to this insightful conversation.
You will want to hear this episode if you are interested in... * A college football walk-on who made a great career in the NFL [1:22] * Greg’s mentors in the NFL and how they impacted his success [5:44] * Personal ambition VS team mindset and how to navigate them [10:31] * The confidence-factor that leads to greater success [14:47] * How does a player plan for the average length of his career (3.5 years)? [19:25] * The best advice Greg received about finances while he was in the NFL [24:04] * Struggles professional athletes experience after their careers [28:30] * What Greg did today that put him/her in the right mindset for success? [38:29]
A great success question: Who do I see that I want to be like? Success doesn’t just happen. Many things go into the journey there. Greg Camarillo says that one of the attitudes he’s found extremely helpful is that no matter what role he’s in, he finds people to look up to and emulate. Who is doing what he needs to do, who is doing it with excellence? That’s who he wants to be like.
What he describes is the old-fashioned idea we call “finding a role-model” and it’s as helpful today as it ever was. Listen to hear Greg explain why role models are so important, how to make the most of them, and what can be done to apply what you learn in the best way possible.
Consistency plays a huge role in success Greg Camarillo never expected to make it to the NFL, much less become a starting wide receiver. But one of the reasons he did was because he understood what the coaches were looking for. Put yourself in the coaches shoes for a moment. When a game is on the line, what keeps them from putting a young or inexperienced player in the lineup? It’s the lack of confidence they have in that player. Can the player be trusted on the field?
Greg says that the best way to answer that question is to develop consistency. And this doesn’t only apply to football. When those who have the authority to give you a bigger or greater role see that you deliver good results, consistently, they have greater confidence that you’ll do so when they give you an opportunity. So, how can you apply that mindset in the roles you fill right now?
What happens when the thing that’s provided your identity is gone? One thing I was eager to ask Greg was how an NFL player handles the inevitable reality that his career is not going to last forever. In fact, the average player’s career is only three and a half years long. How does a player do his best every day, while knowing that the odds of a long career are not in his favor.
Compounding the issue, players who do experience careers longer than the average face a handful of important questions once they do retire. What is my value, my drive, my purpose now that the career that defined much of my life is gone? Now that I’ve reached the pinnacle of a very elite career and am starting over at 30 or 40 years old, what am I going to do with myself for the next 50+ years? Will I ever feel the same level of excitement again?
Questions like these often nudge players into a dark place and recent stories illustrate how important it is that something is done to better equip players for the day they leave the league. In this conversation, Greg highlights some of the great things the NFL Player’s Union does for players and provides guidance for those who are leaving a life-defining career and stepping into the unknown.
Resources & People Mentioned * The University of San Diego - Where Greg serves as Director of Student-Athlete Development
Connect with Greg Camarillo * On Twitter
BIO:
Greg Camarillo is currently the Coordinator of Student-Athlete Development at the University of San Diego, a role he has held for the last six years. He is also an on-air analyst for NBC 7 San Diego, regularly appearing on 'Football Night in San Diego' and 'Sports Wrap OT.'
Greg started his collegiate football career as a walk-on punter/receiver at Stanford University, where he earned an engineering degree in 2005. He was then able to turn a minicamp tryout with the Chargers into an 8-year NFL career as a wide receiver with stops in San Diego, Miami, Minnesota and New Orleans. After hanging up the cleats, Greg earned a Master's Degree in Educational Leadership at San Diego State University knowing that he wanted to work in collegiate athletics. Greg and his wife, Sharon, live in San Diego and have 3 daughters - Avery (8), Cameron (5) and Sloane (3).
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.
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Most people who’ve worked for the Walt Disney company will tell you, it’s a delightful place to work, grow, and learn. Dan Cockerell will tell you so in glowing terms. After college and participation in the Disney college program, he chose to work for Disney. His beginning role wasn’t a glamorous one — he parked cars. But that humble beginning was the trailhead that led him down the path of personal and career development. He eventually filled the role of VP of The Magic Kingdom. That's quite a progression and the story is worth hearing. Listen to hear Dan’s valuable insights into personal growth, management, company culture, and a mindset that leads to success.
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You will want to hear this episode if you are interested in... * Dan’s road from parking attendant to VP of Disney’s Magic Kingdom [2:55] * The ins and outs of the Disney college program — learning, earning, living [5:48] * How technology impacted Dan’s journey at Disney [7:56] * A powerful tip about creating amazing culture in an organization [11:38] * Culture stories from inside Disney [14:01] * Moving managers toward facilitating excess, not having all the answers [18:53] * Favorite roles Dan filled in Disney [22:02]
- Intentional reflection puts Dan in the right mindset for success [25:24]
- The catalyst that moved Dan away from his role at Disney [27:09]
- Advice for the dual-income, dual-career families [32:55]
- What Dan did today to bring joy and put him in the right mindset for success [35:18]
Resources & People Mentioned * Dan’s book: How’s the Culture in Your Kingdom? * Disney’s College Program * Disney Institute
Connect with Dan Cockerell * Dan’s website * Cockrell Consulting * On Instagram * On Twitter * On Linkedin * On Facebook
Bio:
Dan attended Boston University, graduating in 1991, where he earned a Bachelor of Arts degree in Political Science. An avid rugby player, he was selected for the 1990 and 1991 USA Collegiate All-American Rugby team, and was Captain for the 1991 team. Upon graduation from Boston University in 1991, Dan moved to Florida and worked as a parking attendant at Disney’s Epcot Center. Subsequently, he joined the Disneyland Paris Management Trainee Program. He was transferred to France to join the opening team of Disneyland Paris three months prior to the grand opening. While in France, he held various management positions in Park Operations. He and his wife Valerie, who was also with Disneyland Paris, were married in France and spent five years there before moving back to Orlando in 1997. Since that time they have raised three children – Jullian, Margot and Tristan.
Dan has held various executive operations roles at the Walt Disney World Resort, both in the theme parks and resort hotels, and retired as the Vice President of the Magic Kingdom where he led 12,000 cast members and entertained over 20 millions guests annually. He earned his MBA in 2001 at the Crummer School of Business at Rollins College. In addition to his operational responsibilities, Dan was a keynote speaker for the world-renowned Disney Institute for 18 years. He has addressed open-enrollment participants as well as attendees in customized programs including the USAA Bank, General Motors, the U.S. Department of State,
the U.S. Army, the Southern Methodist University Business School, Porsche A.G., and United Airlines. He also participated in the Sodexo Quality Life Worldwide Conference Panel, moderated by Arianna Huffington, in 2015.
After a fulfilling and exciting 26-year career with the Walt Disney Company, and upon becoming empty nesters, Dan and Valerie made the decision to set out on a new venture and start their own consulting and speaking business. Dan provides customized, authentic presentations and insightful workshops focusing on leadership and management practices, drawing upon his extensive Disney career with relevant examples and inspiring storytelling.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Today's guest on the Mitlin Money Mindset™ is Stephanie O'Dea, New York Times bestselling author and slow living expert. In 2008, Stephanie made a New Year's resolution to use her Crock-Pot slow cooker every day for a year and write about it online. This simple idea resulted in 10 books, 6 weeks on the New York Times bestseller list, and a brand new career she could do at home in her pajamas. Stephanie feels that she's living her version of the American dream. She believes that at the end of the day, we all just want to feel calm, cool, and collected like we did our absolute best. It starts with learning to live slowly. Stephanie says we live in a pressure cooker world so let's be more like the Crock-Pot. Listen in to see how you might be able to live slowly, enjoy life, and do it on your terms.
You will want to hear this episode if you are interested in... * Stephanie’s path to becoming a best-selling author and slow living expert? [2:32] * Starting a business 6 months before a recession [5:46] * With 353 dinners did Stephanie ever run out of ideas? [7:13] * Slow vs Instant cookers [10:26] * What is slow living all about? [13:25] * What kind of mindset do people need to live slower [16:25] * Actionable things you can do to move towards a slow living lifestyle [18:04] * The Tony Robbins for moms [22:13] * The mindset needed to take a passion and turn it into a successful business [26:05] * What Stephanie did today that put her in the right mindset for success? [30:39]
Becoming a slow living expert and launching a lifestyle How did Stephanie end up on a path to becoming a New York Times bestselling author and slow living expert? Stephanie says she’s mostly a mom. She has three children and needed to find a legitimate way to work from home while raising them. In 2008, she made a new year's resolution to use her Crock-Pot slow cooker every day for a year and write about it online. Stephanie wanted to learn how to run a website, she wanted to write and find a way to force herself to write every day. She was drawn to the idea of a New Year's resolution because it had an end date. However, the site took off and book publishers started calling. Stephanie ended up on TV and all of it sort of snowballed in this cool way AND she still got to stay home with her kids. While making more than enough money to support her family.
What is Slow Living? Slow living is a feeling. Stephanie doesn't like the hustle, do more, be more, achieve more, go, go, go, life. She says a lot of times people are trying to cram so much in that they forget that life is long and you might as well enjoy it. There's no reason to over-schedule and over-burden yourself. Stephanie explains a lot of people underestimate what they can get done in a week so instead of scheduling it out in a nice, slow, methodical way, they over-schedule themselves, and then because of that, they don't get it all done. Then they are always trying to play catch up and it doesn't feel right.
Stephanie tells moms they have to pay themselves first. For Stephanie, that means getting up at 4 am and giving herself an hour before the craziness of life and family start. Where she is alone in the kitchen with her coffee and nice-smelling candle and she’s able to journal and think. If that seems ridiculous to you, then just start shifting forward, but give yourself at least a half-hour to an hour to remember who you are as a human before you start essentially firefighting all day long.
The mindset needed to turn a passion into a business What is the mindset needed for the moms and people listening to take their passion, something they like doing and turn it into a successful business? Stephanie thinks one of the better things she did was giving it a whole year. She had an idea for a New Year's resolution and she stuck to it. Stephanie says sometimes people have great intentions, but they don't follow through. The execution gets muddied because they give up and it takes a long time to get the ball rolling and to feel comfortable with what you're doing. Eventually, success can be reached for almost any idea and anything, if you just stick with it and follow your gut and your intuition. So a follow-through mindset is highly recommended and if you don’t know if you have that Stephanie can help!
Connect with Stephanie O'Dea * The website * On Instagram * On Facebook
In 2008, Stephanie O'Dea made a New Year's Resolution to use her crockpot slow cooker every day for a year and write about it online.
This simple idea resulted in 10 books, 6weeks on the New York Times best sellers list, and a brand new career she could do at home, in her pajamas.
I am a New York Times best-selling author of 10 books. I live in the SF Bay Area, and am a mom to three amazing girls, and a basset hound puppy named Sheldon.
I feel as if I'm living My Version of the American Dream.
I believe in Slow Living — I got my start writing online in 2008 when I started my A Year of Slow Cooking website.
I now write, teach, and speak all things Slow Living. I coach busy people who need to get their "Have-Tos" completed
efficiently and effectively so there is time for the "Want-Tos."
I work primarily with moms who are trying to feel and function their best while juggling "all the balls."
I believe that at the end of the day, we all just want to feel calm, cool, & collected, and like we did our absolute best.
It starts with learning to Live Slowly. We live in a pressure cooker world. Let's be more like the crockpot.
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.
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Today's guest is Randi Zinn. She's an author, mindfulness and wellness expert, podcast host, and founder of the Going Beyond Movement and Beyond Mom. The Going Beyond Movement grants women permission to step in, step up, and enter a curious dialogue with their life. Randy has created a community to allow women to engage in a meaningful dialogue about these topics. Her book, Going Beyond Mom: How to Activate Your Mind, Body & Business After Baby, was published in 2017. She is a regularly featured expert interviewed by the media, and has been featured in Women@Forbes, HuffPost, The New York Times, Well+Good, MindBodyGreen, Elephant Journal, Cheddar, FOX5 NY, Great Day Washington, The Honest Company Blog, and many more. For those of you interested in taking care of yourself and taking control of your life...Listen. Carefully.
You will want to hear this episode if you are interested in... * Randi Zinn’s path to founding the Going Beyond Movement [2:36] * What is the Going Beyond Movement all about? [5:43] * How the Going Beyond Movement is aspiring to help women [10:28] * A success story from the Going Beyond Movement [13:25] * How does mindset come into play for people Going Beyond? [18:07] * How has your family played a part in your movement and drive for success? [21:38] * What tips do you have for women who are juggling family and career? [23:44] * Women are seeing more opportunities in leadership. Why is this so important? [27:34] * What Randi did today that put her in the right mindset for success? [31:18]
Resources & People Mentioned * Randi’s book Going Beyond Mom: How to Activate Your Mind, Body & Business After Baby
Connect with Randi Zinn * The website * On Instagram Randi and GBM * On Twitter * On Linkedin * On Facebook * On YouTube
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest is Dr. Brad Klontz Co-Founder of the Financial Psychology Institute. He's also an Associate Professor of Practice at Creighton University Heider College of Business, and he's a Managing Principal of Your Mental Wealth Advisors. Dr. Klontz was awarded the Innovative Practice Presidential Citation from the APA for his work in helping people with money and wealth issues. Dr. Brad Klontz has been a columnist for the Journal of Financial Planning, On Wall Street, and PsychologyToday.com.
In addition, he has co-authored and co-edited five books on the psychology of money. His work has been featured on ABC News’ 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, to name a few. The psychology of money is something that is fascinating to me and to have the opportunity to have a conversation with Dr Klontz and share it with you, makes it even better. So be sure to listen in, because I'm sure you'll hear some interesting things about money, wealth, and psychology and how they all come together.
You will want to hear this episode if you are interested in... * Dr. Brad Klontz’s path to the Financial Psychology Institute [2:45] * What is a financial psychologist? [5:33] * When or how do our ideas surrounding money develop? [6:04] * How much does mindset have to do with poor mental wealth? [8:42] * Do you have a money disorder? [12:56] * Why is money so complicated? [15:52] * What can investors do to achieve a better relationship with money? [18:29] * Are social posts (by unqualified people) affecting the psychology of investors? [20:57] * How chatter on Reddit and other social media affects investor psychology? [24:56] * What Brad did today that put him in the right mindset for success? [31:20]
Connect with Dr. Brad Klontz * The website * On Instagram * On Twitter * On Facebook * On YouTube * On Linkedin
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest on Mitlin Money Mindset™ is Jodi Daniels. She’s the Founder and CEO of Red Clover Advisors, a privacy consultancy helping companies from startup to fortune 100, create privacy programs, build customer trust and achieve privacy law compliance. Founded in 2017 Red Clover advisors is currently one of the few certified women's business enterprises focused solely on privacy.
Jodi is a Certified Informational Privacy Professional, a national keynote speaker, and has been featured in The Economist, Thrive Global, Forbes, Inc., Authority Magazine, Medium, and is also a member of the Forbes Business Council. If that wasn't enough, she's also the co-host of the She Said Privacy/He Said Security podcast. Privacy, the internet, and business are all top of mind and concerns for most out there. So tune in to hear what you should be doing to maintain the privacy of your business, your clients, and yourself.
You will want to hear this episode if you are interested in... * Jodi’s path to founding Red Clover Advisors [3:06] * What does RCA specifically do in the privacy arena? [4:22] * What companies have to think about to protect clients, customers, & employees [5:52] * Brass tacks minimums companies should be doing to protect their data [10:43] * Does privacy need to be handled differently based upon the size of a company? [14:40] * Federal vs state laws [17:46] * Can a business be impenetrable? [19:26] * The cost of privacy and a breach [23:06] * As a consumer, what should we be concerned about or look for? [26:09] * The future of privacy policies and the control you have over your own information [28:20] * Things that should prompt you to stay away from a specific site? [31:48]
- What Jodi did today that put her in the right mindset for success? [34:56]
Connect with Jodi Daniels * The website * On Twitter * On Linkedin Jodi or Red Clover Advisors * On Facebook Jodi or Red Clover Advisors
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Today's guest on the Mitlin Money Mindset™ is Dr. Manuel Astruc, the founder of Your Next Act. Manuel started Your Next Act to help high-achieving entrepreneurs find the mental strength to not just survive their ventures, but thrive. After seeing for himself the change that comes with consciously making an effort to embrace the journey and block out negativity made in his own life. He knew he needed to share this knowledge with others. What makes Dr. Astruc unique is he has been working as a psychiatrist for over 20 years and the last 15 in his own private practice. He also has experience in the addictions field as the Medical Director of the Saratoga County Alcohol and Substance Abuse Services and previously worked as the Medical Director of the Saratoga Hospital Mental Health Unit. Manuel’s path is a result of his own personal life events and I’m excited for you to hear his story.
You will want to hear this episode if you are interested in... * Manuel’s path to launching Your Next Act [2:39] * How Your Next Act is looking to help people [7:28] * Happiness is fleeting [10:33] * Why is mindset so important for entrepreneurs [15:28] * The benefits of working with a trained psychiatrist opposed to a business coach [18:54] * Some tools and ways for people to take small steps toward big change [23:38] * Turning off your entrepreneur brain in order to meditate [29:35]
- What Manuel did today that put him in the right mindset for success? [32:46]
Connect with Dr. Manuel Astruc * The website * On Linkedin * On Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Today's guest on the Mitlin Money Mindset™ is Jamie Hopkins, the managing director of Carson Coaching and the Director of Retirement Research for Carson Group. Jamie is one of the most well-known and educated people in the area of wealth management. In addition to his role at Carson Group, he is a finance professor of practice at Creighton University’s Heider College of Business and has helped co-create the Retirement Income Certified Professional (RICP®) designation at The American College of Financial Services. Jamie is the author of the book Rewirement: Rewiring The Way You Think About Retirement Planning. And if all this was not enough, he was named as a top 40 young attorney by the American Bar Association and a top 40 financial service professional under the age of 40 by InvestmentNews. In 2020, his work on retirement planning and the SECURE Act won an award from WealthManagement.com for being the best Thought Leadership Advisor Education. I have known and followed Jamie and his work for several years. He is a go-to for me when we're in need of an outlook on how things in the world might affect the markets, and we love having him as part of our team.
You will want to hear this episode if you are interested in... * Jamie’s path to his many roles today [2:52] * Why is retirement planning such a difficult topic for clients to approach? [8:40] * Three things you should be doing when planning for retirement [12:31] * Things people are doing regularly with an adverse effect on their retirement? [16:20] * Changes that have impacted how people should be thinking about retirement [19:37] * Social Security. Will it be there for those who need it when they need it? [23:35] * Are changes coming to the retirement landscape with the new administration [31:20] * What Jamie did today that put him in the right mindset for success? [36:01]
Connect with Jamie Hopkins * The website * On Twitter
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest on Mitlin Money Mindset™ is author Jennifer Probst. She is a New York Times, USA Today, and Wall Street Journal bestselling author of sexy and erotic contemporary romance. Jennifer wrote her first book at 12 years old and has not stopped since. Her book The Marriage Bargain spent 26 weeks on the New York Times bestsellers list. Jennifer's work has been translated in over a dozen countries, sold over a million copies, and was dubbed a “romance phenom” by Kirkus Reviews. If that was not enough, she has penned Wright Naked. A book to help other authors succeed. It has been described by other authors as an effortless read and tremendous help. I've had the opportunity to know Jennifer through my involvement with the romance author community and I am excited to share our conversation with you.
You will want to hear this episode if you are interested in... * Jennifer’s path to becoming a bestselling author [2:10] * An overnight sensation 30 years in the making [6:32] * Why Jennifer is drawn to contemporary romance [8:42] * How writing has exposed Jennifer to so many career experiences [10:48] * How has writing and being an author changed over the years? [15:44] * Juggling writing and all of the other aspects of business [21:03] * How Jennifer is giving back to the industry [23:20] * What has being an author given Jennifer that she never expected [27:34] * What Jennifer did today that put her in the right mindset for success? [30:11]
Connect with Jennifer Probst * The website * On Instagram * On Twitter * On Facebook * On Pinterest * On YouTube * On Book+Main Bites * On Goodreads * On Bookhub
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Today's guest on the Mitlin Money Mindset™ is Chris Cartisano, founder of Christopher Allen Clothiers. Chris has over 20 years of experience in the custom clothing business and has built a company on his knowledge, integrity, and attention to detail. Christopher Allen Clothiers provides men's custom apparel and wardrobe management services to their distinguished, busy, and successful clientele. His clients include CEOs, attorneys, sports figures, business owners, and those that just want to look and feel good. Chris and his company provide the highest level of customer service and are always ready to meet their client's needs when and where it's best for them. Chris has been helping me with and creating my wardrobe for years and is responsible for almost all of my business and formal attire, always making me look good. After you hear this conversation, I hope you'll consider him too.
You will want to hear this episode if you are interested in... * Chris’ path to creating Christopher Allen Clothiers [2:32] * How has the custom clothing industry changed over the years [6:34] * Changes Chris has seen in fashion and style [8:54] * Stepping into women’s clothing [11:14] * Types of attire that Chris handles for clients [12:21] * Other benefits from wearing custom clothes [14:20] * Benefits of using Chris’ services as opposed to shopping for clothes [19:36] * What are wardrobe management services? [22:43] * What should people expect to pay, a range, for custom clothing? [24:26] * What Chris did today that put him in the right mindset for success? [29:19]
Connect with Chris Cartisano * The website * On Instagram * On Linkedin * On Facebook
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests * https://mitlinfinancial.com * Follow on Twitter * Follow on Instagram * Subscribe on Youtube * Follow on Linkedin * Follow on Facebook
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Our guest on this 40th episode of the Mitlin Money Mindset™ is Jennifer Louden. Jennifer is a personal growth pioneer who has helped launch the concept of self-care with her 1992 best-selling debut book, The Woman's Comfort Book. She's the author of six additional books, including The Woman's Retreat Book, The Life Organizer, and her newest release Why Bother. She's appeared on a number of podcasts, radio, and television shows, including The Oprah Winfrey Show. As an entrepreneur and educator, Jennifer has offered women's retreats for over 25 years and she's on a mission to help women create the life and work they love. There are some awesome takeaways from our conversation, so be sure to listen in.
You will want to hear this episode if you are interested in... * Jennifer’s journey to becoming a personal growth pioneer [2:18] * Who are the people Jennifer is looking to help; her target market? [6:45] * How Jennifer helps people and her main areas of focus? [8:07] * What Jennifer sees that hinders people from experiencing personal growth? [11:33] * Setting yourself up mentally for retirement BEFORE retirement [15:18] * What signs should you look for that indicate the need for personal growth? [19:09] * Simple things that you can do to take action to improve yourself [21:57] * How important is mindset when it comes to focusing on personal growth? [26:46]
- What Jennifer did today that put her in the right mindset for success? [28:37]
Resources & People Mentioned * The Woman's Comfort Book
-
The Woman's Retreat Book
-
The Life Organizer
-
Why Bother
Connect with Jennifer Louden * The website * On Twitter * On Facebook * On YouTube
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
Connect With Mitlin Financial * podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
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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
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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.
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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
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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
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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
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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
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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.
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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.
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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
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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
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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
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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.
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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
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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
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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
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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.
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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
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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
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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
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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.
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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
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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.
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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.
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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
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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.
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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 VetDogsConnect 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
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+ 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
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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
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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.
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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
- Luxury Travel Insiders Facebook Group
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
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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
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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
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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
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