Mitlin Money Mindset

Today's guest on Mitlin Money Mindset™ is John Miller, President, and CEO of the Guide Dog Foundation and America's VetDogs. Under John's leadership, the nonprofits have seen expansive growth, national recognition, and public awareness. These have resulted in both an upsurge in demand for their services and significant revenue increases. During Miller's tenure, the organization has placed the most...

Today's guest on Mitlin Money Mindset™ is Dani Fava. As the Head of Strategic Development, Dani works closely with Envestnet, Inc.'s business, product, and client-facing teams to advance and accelerate the firm's strategic vision. Dani draws on more than 15 years of wealth management and technology experience to identify and prioritize transformative opportunities for enabling financial advisors t...

Today's guest on Mitlin Money Mindset™ is Sheryl Hickerson, an international speaker on social and digital marketing strategies for financial services organizations and has worked with thousands of professionals to grow the presence of the financial services profession through online platforms.  She is the founder of Females and Finance, a private online membership organization dedicated to foster...

Today's guest on Mitlin Money Mindset™ is Marla Brady of Marla Brady Consulting. Marla uses her two-step system while working with students in both high school and college, as well as career professionals, to help them thrive and let their natural abilities and help shape their future. She uses a number of tools to help these groups, including the Highlands Ability Battery. This assessment helps p...

Today's guest on Mitlin Money Mindset™ is Craig Ziman, a South African national tourist guide. Craig was born and raised in Cape Town, South Africa. His family's roots date back to 1735, and he is very passionate about his country. As a tourist guide, he's been guiding groups through Southern Africa for the last 23 years. He's an award-winning guide and lives a full life when not guiding. He surfs...

Today on Mitlin Money Mindset™ we are joined by Jordan Linn. He is a partner with Tannenbaum Helpern Syracuse & Hirschtritt's trusts and estates practice group. Jordan brings an uncompromising commitment to providing each and every client with responsive, efficient, and sophisticated counsel. Jordan has more than 20 years of experience structuring and executing sophisticated gift estate and genera...

Today's guest on the Mitlin Money Mindset™ podcast is Denise Logan, known as the Seller Whisper. She's a professional speaker and author of  The Seller's Journey , which is a fable about navigating the emotional obstacles of selling your business. She has spent more than 20 years developing a body of work focused on the intersection of work, money, and meaning, and how it is reflected in the legac...

Rick Nadeau is the VP of social impact and fan engagement with the New York Rangers, a team in the National Hockey League (NHL). He has 20+ years of leadership experience across both professional and amateur levels of the sports industry. He's spent the last 12 years with the New York Rangers and Madison Square Garden using the power of sport to positively impact the community and increase access...

In this episode of Mitlin Money Mindset™, I have the privilege of talking with Denver Broncos' defensive back #33, Alijah Holder. Born and raised in Oceanside, California, Alijah is a Stanford graduate. He has faced some challenges in making his way to the NFL, nonetheless, he has found a place in the Broncos lineup and intends on taking advantage of every opportunity he is given. Alijah has taken...

In this episode, I talk with a man who has an infectious passion for people and their smiles, he's America's Dentist, Dr. Bill Dorfman. Dr. Bill has been practicing in the Beverly Hills area for over 30 years and has had a career unparalleled to any other dentist in history! He has transformed the smiles of many celebrities and has helped raise more than $44 million for children's charities. Dr. B...

As you might imagine, the college experience today is not what it used to be even a year ago. The pandemic and related issues have made the journey to college troublesome if not seemingly impossible for many students and their parents. Hans Hanson is focused on helping make the transition into college not only possible but the best fit it can be for each family. Join us for this conversation where...

Justin Breen is CEO of the PR firm BrEpic Communications and author of the No. 1 international best-selling Book, Epic Business. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Justin...

Austen Rachlis is a writer and filmmaker living in Los Angeles. She recently directed and produced the documentary Naughty Books , which highlighted the ups and downs experienced by self-published authors in the romance genre. Austen is a regular writer for Wondery podcasts American Innovations and Business Wars. She joins me on this episode to talk about her documentary, how the self-publishing i...

In this episode, join me as we talk to Greg Demetriou, owner and CEO of Lorraine Gregory Communications (LGC). After a highly decorated tenure as a New York City police detective, Greg has spent the past 25 years as CEO of LGC, a full-service integrated marketing company that can take projects from concept to completion and handles the analytics process as well. He is also a successful author, bus...

On this episode of Mitlin Money Mindset™, I talk with Adam Connors, Founder & CEO of NetWorkWise, a business platform that expedites outcomes for people through training in the art and science of personal and professional networking. An entrepreneur at heart, Adam has spent over 20 years starting & building companies across a variety of industries. His sole focus these days is teaching people how...

Leslie Tayne is an award-winning financial attorney and author of Life & Debt: A Fresh Approach to Achieving Financial Wellness . Leslie is the founder and managing director of Tayne Law Group — a law firm headquartered in New York that is dedicated to debt solutions. She has over 20 years of experience in consumer and business debt solutions, including negotiations with large international banks...

Andy Lamba is a great example of what this country is all about. His family came to the US from India with nothing, then found huge success here. Andy discovered soon after getting his CPA that being an accountant was not for him. He then decided to open Prime Wine and Liquor in Kings Park, NY.  Andy said that opening the store was actually an accident. Once he realized accounting was not for him,...

Did you know that investors that work with advisors typically do two to three percent better per year than their no-advice peers? We talk about this and so much more on this episode of the Mitlin Money Mindset™ podcast with our guest, Dr. Daniel Crosby. Daniel is the Chief Behavioral Advisor at Brinker Capital. He is a psychology and behavioral finance expert who helps organizations understand the...

Do you enjoy travel? What's the perfect, exotic vacation you would take if expense and time were no object? Suzanne Kostalnick discovered her passion for travel at a young age, living abroad in places like Indonesia and the UK with her family. During her first job as a teacher, she took students on trips to Europe. She and her husband always traveled as much as they could, and when their kids were...

Each of us has our particular favorite joys in life and what those things are is as unique as the individual. John Keil is a friend of mine and one of those guys who puts his heart and soul into the things he enjoys. For him, those things are his family and fine watches. Join me for this conversation with John, owner of www. WatchGuage.com a clearinghouse for unique, high-end watches for those who...

Did you know that 65 to 68% of American's surveyed do not believe that financial advisors will put the client's interests ahead of their interests or those of the company they work for?  It's a terrible commentary on the skeptical place historical bad practices in the financial planning industry have taken us. How does a financial firm overcome that kind of negativity? By always putting the client...

It's a wonderful thing to be able to welcome you to this inaugural episode of The Mitlin Money Mindset. To start things off I thought I'd help you get to know us here at Mitlin Financial by answering THE most commonly asked question we receive at our firm. And believe it or not, it's not a finance-related question. I'm also going to give you a quick rundown of what you can and should expect from t...