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Mitlin Money Mindset

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. What did you do today that brought you joy?® 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.

Tracks

Unearthing Wisdom with Kevin Espiritu, Episode #185
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
35:53 5/15/24
Takeoff with Preston Holland of FLYING Finance, Episode #184
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
37:04 5/8/24
The Dancing Ump of the Savannah Bananas, Episode #183
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
33:46 5/1/24
Uncorking the Art of Wine Investment Insights from Anthony Zhang of Vinovest, Episode #182
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
34:33 4/24/24
Aaron Volpatti Unveils His Journey Beyond the Ice, Episode #181
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
38:05 4/17/24
“This Is Not Financial Advice” with Josh Brown, Episode #180
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
41:05 4/10/24
Healing Ice: Dan Carcillo's Journey from the NHL to Advocate, Episode #179
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
39:59 4/3/24
Heartstrings and Playbooks: Unveiling the Art of Dating with Blaine Anderson, Episode #178
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
30:58 3/27/24
Unraveling the Threads of Success with John's Crazy Socks, Episode #177
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
33:19 3/20/24
Afford Anything with Paula Pant, Episode #176
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
35:56 3/13/24
Deviate - Off-Track on Purpose with Ryan Blanck, Episode #175
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
37:19 3/6/24
Rise and Grind with Glenn Lundy, Episode #174
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
38:20 2/28/24
Laughing Matters: Unleashing Joy with Paul Osincup, Episode #173
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
33:07 2/21/24
Protecting Your Future: Insights from Kathy Stokes AARP's Fraud Watch Network, Episode #172
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
37:59 2/14/24
How to Make Friends with Nick Gray, Episode #171
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
37:08 2/7/24
Unlocking Peak Performance: A Mindset Playbook with Dr. Cassidy Preston, Episode #170
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
37:59 1/31/24
How Writing a Book Can Transform Your Path with Lauren Cobello, Episode #169
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
37:40 1/24/24
Boosting Your Confidence: Unleash Your Inner Power, Episode #168
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
39:06 1/17/24
The Digital Debrief with Samantha Allen, Episode #167
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
40:46 1/10/24
Perfectly Hidden Depression with Dr. Margaret Rutherford, Episode #166
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
35:42 1/3/24
Guiding the Way: Unseen Triumphs in Triathlon with Caroline Gaynor, Episode #165
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
37:37 12/27/23
Endeavor Retirement with Bonnie Treichel, Episode #164
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
39:16 12/20/23
Food Forest Abundance with Jim Gale, Episode #163
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts
38:12 12/13/23
FinCon with Philip Taylor, Episode #162
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
33:10 12/6/23
MickeyTravels, LLC with Greg Antonelle, Episode #161
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 podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
33:11 11/29/23
The Mindfulness FIRE with Adam Coelho, Episode #160
What story are you telling yourself about your life? What do you want your life to look like? What are your dreams? How can you make those dreams happen?  Adam Coelho (kway-yo) is the host of The Mindful FIRE Podcast, a show about crafting a life you love and making work optional using mindfulness, envisioning, and financial independence. Adam believes crafting a life you love starts with answering the question "What do I truly want?" and helps people answer it so they can start living the life they dream of right now. His insight is born from personal experience. He nearly lost his dream job at Google. Adam put his brain’s power to work and overcame the challenge to stay at Google and experience great success.  For the last 13 years Adam has worked in sales at Google, where in addition to his core role, he’s taught mindfulness, envisioning, and emotional intelligence to over 2,500 Googlers around the world.  Listen in for some great takeaways from Adam’s journey to realizing his own challenges, overcoming them, and helping thousands of others do the same.  You will want to hear this episode if you are interested in... Learn more about Adam Coelho [2:38] What Adam learned from 12 years at Google [3:40] Why Adam started the Mindfulness FIRE podcast [10:02] How do you begin crafting the life you desire? [15:05]  Mindfulness exercise to start today [16:17]  Check out “Financial Planning Made Personal” [17:15]  Challenges people face with mindfulness [20:11] How to integrate mindfulness into your busy life [22:56] The potential impact of mindfulness [26:21] What Adam did today that put him in the mindset for success [29:18] Resources & People Mentioned FREE Envisioning Guide Check out my new book: “Financial Planning Made Personal”  Connect with Adam Coelho The website On Instagram On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
34:40 11/22/23
Breakproof with Jenn Drummond, Episode #159
Jenn Drummond is a Mom of 7, a successful business owner, and a World Record holder. As the first woman to climb the second highest summits on each of the 7 continents, she now spends her time inspiring others to create a thriving business and lasting legacy of their own.  Jenn Drummond achieved business success as the founder and CEO of a thriving financial services company. Her move to Park City, Utah, with her kids fed her family’s passion for everything outdoors, from hiking and biking to skiing and mountain climbing. But on a snowy evening in 2018, Jenn’s life was knocked off its tracks. She was in a horrific car accident that brought her inches from death. In the aftermath of that brush with death, it became crystal clear to Jenn that while she can't control when she dies, she can control how she lives. She now spends her time inspiring others to live a life of significance. Her book “BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals,” shares her story and strategies for success. Listen in for some great takeaways about how becoming crystal clear about what you want in life can help you refocus, find success, achieve joy, and be breakproof. You will want to hear this episode if you are interested in... Learning who Jenn Drummond is [3:12] Seven Children, Seven Continents, Seven Summits [5:37] What “second-highest summit” means [11:56]  The location(s) that touched Jenn the most [12:54] How the expeditions worked during Covid [15:26] Why Jenn wrote her book, “Breakproof” [16:23] How scaling new heights took Jenn to new heights [18:03]  How Jenn determined when to end a climb attempt [19:15]  Why Jenn’s kids gave her red and white gummy bears [22:38]  Asking Jenn, “What is your Everest?” [24:23]  What Jenn did today that put her in the mindset for success [28:56]  Resources & People Mentioned BreakProof: 7 Strategies to Build Resilience and Achieve Your Life Goals The “Seek Your Summit” podcast Connect with Jenn Drummond The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
32:36 11/15/23
Celebrity CEO Ramon Ray, Episode #158
Ramon Ray is the founder of CelebrityCEO.com, BWCDaily.com (shorthand for “Breakfast with champions”) and ZoneofGenius.com. He’s a serial entrepreneur who has started and successfully sold multiple companies. Ramon Ray is also unapologetically positive and passionate about making the world a better place. Ramon's latest book, “The Celebrity CEO: How Entrepreneurs Can Thrive by Building a Community and a Strong Personal Brand,” is all about how entrepreneurs can leverage the power of personal branding.  In this episode of Mitlin Money Mindset®, Ramon shares how to make your side gig your full-time job, how to hone your marketing efforts, and how to overcome challenges as a small business owner.  You will want to hear this episode if you are interested in... How Ramon Ray became an entrepreneur [2:54] Why Ramon is unapologetically not boring [5:24] How Ramon develops content that resonates [6:34] The right way to make your side gig your full-time job [10:05]  The best piece of advice Ramon has received [14:05] Why Ramon spoke at and attended the Jolt Conference [16:15]  The challenges Ramon has faced as a Black entrepreneur [18:23]  How to overcome the challenges small business owners face [20:39]  What makes a successful marketing strategy? [24:31]  What Ramon did today that brought him joy [30:20] Resources & People Mentioned Financial Planning Made Personal by Larry Sprung Turning the Flywheel by Jim Collins Everything Is Figureoutable by Marie Forleo Soundtracks by Jon Acuff Jolt Conference Sign up for Zone of Genius Celebrity CEO Connect with Ramon Ray The website On Instagram On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
34:08 11/8/23
The Girl Who Gets It Done, Episode #157
Espree Devora—“The girl who gets it done”— is the founder of WeAreLATech and the Producer and Host of Women in Tech. She is a force in the Los Angeles tech scene and is a champion for Women in Tech globally.  She’s also a founding member of the Audio Collective, the hybrid live-audio creator community. She hosts multiple podcasts and is one of the first Clubhouse icon faces.  Espree has been featured in Forbes, Entrepreneur, Harper’s Bazaar, Inc, and more. She knows the power of audio after producing and publishing over 1,000 podcast episodes and speaking at everything from SXSW to USC, and Red Bull to CBS. Espree cares about heart and integrity, not job titles. Listen in for some great takeaways about how Espree has made a huge impact in the tech world using social media and podcasting to extend her reach. You will want to hear this episode if you are interested in... Learn more about Espree Devora [2:52]  How Espree got the nickname "The girl who gets it done” [8:03]  What inspired Espree to create WeAreLATech [11:05]  A discussion about WeAreLATech’s core values [12:42]  What podcasts need to know about choosing a recording platform [17:17] Significant challenges and opportunities for the tech ecosystem [20:55]  Espree’s advice for someone looking to expand their network [23:43]  What Espree learned from Action and Extreme Sports Media [29:12]  What Espree did today that put her in the right mindset for success? [32:47] Resources & People Mentioned WeAreLATech WeAreLATech Culture Code The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph Connect with Espree Devora The website On Instagram On Twitter On Linkedin On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
35:54 11/1/23
Work On Your Game with Dre Baldwin, Episode #156
Dre Baldwin is the CEO and Founder of Work On Your Game Inc. He invented his Work On Your Game framework as a "roadmap in reverse" to help professionals with mindset, strategy, accountability, and execution. In just 5 years, Dre went from the end of his high school team's bench to a 9-year professional basketball career. He played in 8 countries including Lithuania, Germany, Montenegro, Slovakia, and Germany.  He has given 4 TEDx Talks on discipline, confidence, mental toughness, and personal initiative and has authored 33 books. He has appeared in national campaigns with Nike, Finish Line, Wendy's, Gatorade, Buick, Wilson Sports, STASH Investments, and DIME magazine.  Dre has published over 8,000 videos to 142,000+ subscribers and his content has been viewed over 100 million times. Dre's daily Work On Your Game Podcast has over 2,600 episodes and more than 7 million downloads.  Listen in for some great takeaways about the impact of Dre’s life experiences to help entrepreneurs formulate the mindset, strategy, and systems to build a business.  You will want to hear this episode if you are interested in... Learn more about Dre Baldwin and “Work On Your Game” [2:40] What Dre’s journey as a professional athlete taught him [9:31]  How to build genuine self-confidence when facing adversity [12:48]  How he got the nickname “Dre All Day” [15:53]  What inspired Dre to give away FREE content on YouTube? [19:17] The 4 principles of “Work On Your Game" [30:21]  Dre’s tips for people trying to break out of their old mindset/habits [31:07]  Dre’s #1 piece of advice for his younger self [32:27] What Dre did today that put him in the mindset for success [33:24]  Resources & People Mentioned Text 305-384-6894 to get a daily motivational text POP!: Create the Perfect Pitch, Title, and Tagline for Anything Think and Grow Rich Rich Dad Poor Dad The 4-Hour Workweek Work On Your Game University Work on Your Game Podcast http://DreAllDay.com/ Connect with Dre Baldwin The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts
37:13 10/25/23

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