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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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   Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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.  >>>>>>>>>>>>> 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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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   Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 [email protected] 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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

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 Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts