Mitlin Money Mindset

Consumer fraud is an issue that's run rampant for too long. And when it impacts the elderly, it's heartbreaking. Kathy Stokes—the Director of Fraud Prevention Programs with AARP—is passionate about educating older adults on the risks that fraud represents to their financial security.  Since 2019, she and her team have vastly expanded AARP's leadership in this space, including the creation of a new...

Nick Gray is an entrepreneur and best-selling author who started and sold—not one—but  two  successful companies: Flight Display Systems and Museum Hack. Over 75,000 people have watched his TEDx talk about why he hates most museums.  He's also the author of "The 2-Hour Cocktail Party, a step-by-step handbook" that teaches you how to build big relationships by hosting small gatherings.  He's been f...

How do you unlock peak performance? Dr. Cassidy Preston believes that the foundation for performance needs to be mindset.  That's why Dr. Cassidy founded Mental Performance Coach at CEP Mindset. He is dedicated to optimizing the mindsets of elite athletes and high-performers.  His priority is to connect and understand each client and the unique challenge(s) they are facing. From there, he creates...

Have you ever thought about writing a book? Are you one of the people who says "I have a book inside me" but never takes the leap? Lauren Cobello is a renowned TV personality, author, and prominent figure in the world of public relations.  Lauren took her personal triumph of overcoming debt and built a brand through a website and social media. She garnered numerous media appearances on the TODAY s...

Emily Jaenson is a keynote speaker, podcast host, author, and co-founder of the Assist Group.  Emily has been called a next-level motivator and inspirational leader. She lives up to her motto, "Be so good they won't forget you!"  Emily grew up in a small town with amazing parents but wanted more excitement. The person she was couldn't reach the goals she had for herself. She needed to become a mor...

Samantha Allen—the Senior Vice President of Digital Marketing at Carson Group—is a rockstar when it comes to digital marketing. She was recently recognized by WealthManagement.com as a rising star. She is part of our team at Carson Group and leads the integrated channel team.  That means she is responsible for events, digital marketing, and public relations. She sets and supports strategy and exec...

Dr. Margaret Robinson Rutherford is a clinical psychologist with thirty years of experience, an author, a TEDx speaker, and a podcast host. Dr. Margaret is known for her vibrantly engaging and theoretically well-crafted presentations.  Her passionate message is that healthy mental and emotional lives can be created through becoming more transparent with one another. Sharing who you really are with...

Caroline Gaynor is the Vice President, Relationship Director, and Investment Specialist at Avantis Investors®. She is passionate about serving the advisor community.  She has more than 17 years of experience in financial services and is a sought-after public speaker. Her stories and presentations draw from ongoing volunteer work as a sighted guide for blind and visually impaired athletes.  Carolin...

Bonnie Treichel is a nationally recognized retirement plan expert, speaker, and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry.  Bonnie wanted a scalable way for advisors to work with small business owners who want to offer retirement plans for their e...

When Jim Gale was 19, his college wrestling coach asked everyone to write down their goals. Jim wrote down his goals based on what he'd learned from Dennis Waitley in his book, " The Psychology of Winning: Ten Qualities of a Total Winner ."  Jim wanted to be a three-time All-American wrestler and a national champion. Jim had experienced the feeling of living with those goals. He knew he'd achieve...

Philip Taylor is a CPA, writer, entrepreneur, and founder of FinCon. Philip—also known as "PT"—founded and launched FinCon in 2011. FinCon is an annual conference and trade show for content creators and brands in personal finance.  The conference caters to attendees as well as exhibits and sponsorships. Those who attend are primarily personal finance creators and brands. In less than 10 years, thi...

Greg Antonelle spent twenty years in the staffing/executive recruiting industry before becoming fully immersed in the travel industry. He and his wife Elyssa started MickeyTravels, LLC in January 2011. MickeyTravels was initially born out of his wife's passion for Disney. Greg started MickeyBlog.com five years ago to be the marketing arm of MickeyTravels. It has grown into a leading Disney blog an...

What story are you telling yourself about your life? What do you want your life to look like? What are your dreams? How can you make those dreams  happen ?  Adam Coelho (kway-yo) is the host of The Mindful FIRE Podcast, a show about crafting a life you love and making work optional using mindfulness, envisioning, and financial independence. Adam believes crafting a life you love starts with answer...

Jenn Drummond is a Mom of 7, a successful business owner, and a World Record holder. As the first woman to climb the second highest summits on each of the 7 continents, she now spends her time inspiring others to create a thriving business and lasting legacy of their own.  Jenn Drummond achieved business success as the founder and CEO of a thriving financial services company. Her move to Park City...

Ramon Ray is the founder of CelebrityCEO.com, BWCDaily.com (shorthand for "Breakfast with champions") and ZoneofGenius.com. He's a serial entrepreneur who has started and successfully sold multiple companies. Ramon Ray is also unapologetically positive and passionate about making the world a better place. Ramon's latest book, " The Celebrity CEO: How Entrepreneurs Can Thrive by Building a Communit...

Espree Devora—"The girl who gets it done"— is the founder of WeAreLATech and the Producer and Host of Women in Tech. She is a  force  in the Los Angeles tech scene and is a champion for Women in Tech globally.  She's also a founding member of the  Audio Collective , the hybrid live-audio creator community. She hosts multiple podcasts and is one of the first Clubhouse icon faces.  Espree has been f...

Dre Baldwin is the CEO and Founder of Work On Your Game Inc. He invented his Work On Your Game framework as a "roadmap in reverse" to help professionals with mindset, strategy, accountability, and execution. In just 5 years, Dre went from the end of his high school team's bench to a 9-year professional basketball career. He played in 8 countries including Lithuania, Germany, Montenegro, Slovakia,...

Theodora (Theo) Lau is the founder of  Unconventional Ventures , a public speaker, and an advisor who seeks to spark innovation in the public and private sectors for the benefit of the forgotten demographics. She strives to create a more inclusive society.  Unconventional Ventures focuses on developing and growing an ecosystem of financial institutions, corporations, startups, entrepreneurs, ventu...

Jonny Lazarus is a content creator, podcast host, and on-air NHL Analyst. He's a happy-go-lucky guy who is passionate about growing the game of hockey and making it more fun for everyone.  At his core, he's a content creator who's passionate about hockey. He's mashed these two passions together to make a name for himself. During the 2022 NHL season and playoffs—as well as after Vegas won the cup—h...

How do you create a superfan of you or your business? What is the secret sauce that takes a musician from a talented person to a worldwide phenomenon? Brittany Hodak—an award-winning entrepreneur, author, and international keynote speaker—has the answers.  As an accomplished speaker, she's been invited to audiences and organizations across the world including American Express, We Work, Compassion...

When Gary Arndt realized he didn't want a career in academia, he sold his house with the goal of traveling around the world for a year or two. That one or two years turned into 13 . He came home from his last international trip before the Covid pandemic hit. That's when life was turned upside down.  He was an accomplished world-renowned travel blogger and photographer who lost all of his contracts...

Diego Vetencourt is a political refugee from Venezuela turned entrepreneur through marketing. After being detained by the communist party in 2016, he was able to come to the States under refugee status where he started as an Uber driver.  By 28, he had failed multiple businesses such as an Ethereum mining facility, Airbnb rentals, flipping cars, and multiple YouTube channels that gained no tractio...

Kevin Henderson is the co-founding partner of SMB Law Group and the SMB Center. He's also the host of the Mundane Millionaires podcast. Kevin is a seasoned corporate lawyer with over a decade of M&A, venture capital, and public capital markets experience. In 2022, Kevin and his partners Sam and Eric launched a new boutique law firm focused on providing high-stakes M&A experience to small business...

This Is My Brave with Jennifer Marshall, Episode #149 Jennifer Marshall is the founder of "This Is My Brave," the leading platform for individuals to share their stories of overcoming mental illness through creative expression. Jennifer formed the organization after experiencing a positive outpouring of support following the publication of her story on a well-known news website.  She wanted to pro...

Morgan Young is a 20-year-old Content Creator, Public Speaker, Venture Fellow, and Computer Science & Engineering  and  Entrepreneurship student. In addition to those roles, she is a self-development addict, health nut, co-founder of the budding UNR figure-skating team, and an aspiring entrepreneur. Morgan discovered a passion for technology at the age of nine while taking her first robotics class...