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The world of wine investment is often seen as an exclusive realm accessible to the affluent and connoisseurs. This perception is changing, thanks in part to Anthony Zhang, the co-founder and CEO of Vinovest.
Vinovest is a revolutionary platform committed to democratizing wine investment by reducing costâand complexityâfor the average investor.
It not only empowers you to tap into the world of wine investment but allows you to savor the taste of exquisite fine wines while providing the opportunity of returning a profit. Imagine sipping on a Bordeaux or Burgundy with the potential to watch your portfolio grow.
At 21, Anthony suffered a devastating injury that left him paralyzed from the neck down. Rather than succumbing to despair, he displayed remarkable grit, steering his first business from the confines of a hospital room.
Against all odds, he scaled and transitioned out of that companyâa monumental achievement. Heâs used that same mindset to build Vinovest. Listen in for some great takeaways about Anthonyâs entrepreneurial journey. His story serves as a reminder that you can overcome any obstacle with the right mindset.
You will want to hear this episode if you are interested in... Learn more about Anthony Zhang and Vinovest [3:17] How Anthonyâs injury transformed his mindset [7:09] Why Anthony embraces leads with levity [11:02] What led Anthony to found Vinovest [12:27] What is highly-appreciating wine? [16:02] Get your copy of the âJoy and Productivity Journalâ [17:05] Democratizing the world of fine wine [17:51] Why they branched out into whiskey lots [23:20] What level of investment are you looking at? [25:44] What Anthony did today that put him in the mindset for success [31:00] Resources & People Mentioned Episode #6: Behind the Counter with Andy Lamba Episode #104: WhiskyCast Episode #139: G.R.I.T with Austin Hatch Get a Free copy of our JOY and Productivity Journal Connect with Anthony Zhang Email at Anthony(at)Vinovest.co The website On Twitter Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Aaron Volpatti is an Author, Cognitive Performance and Injury Coach, Speaker, retired NHL player, and burn survivor. He is a pioneer in Cinematic Visualization and performance mindset.
After a horrific campfire accident in 2005, Aaron was airlifted to Vancouver General Hospital. He suffered second and third-degree burns to 40% of his body and was told his hockey career was over. He faced insurmountable odds.
After several surgeries and a gruesome recovery, he returned to the ice four months after his injury and signed with the Vancouver Canucks five years later. In his 5th season with the Washington Capitals, Aaron was hit from behind and underwent a spinal fusion surgery that forced him to retire.
His successes wouldnât have been possible without the powerful visualization practice he developed. He wrote his own story and visualized it every day. This practice has taken him to the highest level in professional sportsâand saved his life.
Listen in for some great takeaways about facing adversity and how important your mindset is to your success.
You will want to hear this episode if you are interested in... Summoning the strength to pursue his dreams after a horrific injury [4:55] Learning about cinematic mind-mapping visualization [15:02] Get your copy of âFinancial Planning Made Personalâ [19:49] What compelled Aaron to major in human biology? [20:30] Aaronâs advice for navigating life after hockey [22:44] Why Aaron wrote, âFighter: Defying The NHL Oddsâ [25:20] Aaronâs advice for young hockey players and their parents [27:47] How can we continue to help the hockey culture evolve? [31:50] What Aaron did today that put him in the right mindset for success [34:16] Resources & People Mentioned Get your copy of âFinancial Planning Made Personalâ Life After the NHL with Cody Bass, Episode #89 Matterhorn Fit with Ryan Vesce, Episode #118 UMass Transfer to NHL Reporter with Jonny Lazarus, Episode #154 Fleury 14, Episode #63 Aaronâs book: âFighter: Defying The NHL Oddsâ Connect with Aaron Volpatti The website On Instagram On Twitter Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Josh Brown is the co-founder and CEO of Ritholtz Wealth Management. Before that, he was a stockbroker. As a stockbroker, he learned how to sell, how to handle rejection, and everything not to do with your money.
When he realized that everything heâd done in his 10 years as a stockbroker wasnât helping his clients (nor doing anything for his career), it was an epiphany. He changed his profession so he could help clients. So he shifted from being a commission-based broker to a fee-based financial advisor.
He met Barry Ritholtz through his financial blog, âThe Reformed Broker.â Eventually, they partnered and formed Ritholtz Wealth Management. They started with $60 million in AUM in September 2013 and theyâve grown to over $4.3 billion with 65 employees in 15 cities.
Listen in for some great takeaways from Joshâs journey within financial services and how heâs used content creation to grow his brand.
You will want to hear this episode if you are interested in... Learn more about Josh Brown and Ritholtz Wealth Management [2:45] Learn about Joshâs first movie, âThis Is Not Financial Adviceâ [6:20] Why Josh transition to a fee-based financial advisor [8:14] Joshâs goal when he became the âReformed Broker" on Twitter [12:03] How Joshâs blog post âHow I Invest My Moneyâ became a book [16:30] Get your copy of âFinancial Planning Made Personalâ today! [21:28] Why itâs important that what you invest in brings you JOY [22:10] Learning more about the âFutureProofâ Festival and itâs goal [26:45] The power of walking away and stepping into the next thing [30:46] Why Josh is investing his time in content creation on YouTube [34:40] What Josh did today that put him in the right mindset for success [37:21] Resources & People Mentioned Get your copy of âFinancial Planning Made Personalâ today! âThis is Not Financial Adviceâ on Apple TV Joshâs book: âHow I Invest my Moneyâ Long Island Cares The FutureProof Festival Ritholtz Wealth Subscribe to Joshâs blog Connect with Josh Brown The website On Instagram On Twitter On Linkedin On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Daniel Carcillo, known as "Car Bomb" during his professional ice hockey career, is a former NHL player turned mental health advocate and entrepreneur. Carcillo's journey has taken him from the rink to a powerful voice for mental health awareness and player safety.
Danâs hockey career spanned 10 seasons, during which he played for the Philadelphia Flyers, Chicago Blackhawks, and New York Rangers. Known for his gritty playing style and physicality, he played a crucial role in the Chicago Blackhawks' 2013 and 2015 Stanley Cup championship victories, showcasing his versatility as both an enforcer and a skilled player.
Following his retirement from professional hockey, Carcillo embarked on a new mission to bring attention to the mental health challenges faced by athletes, particularly in the hockey community after suffering from concussion-related symptoms.
Through working with foundations like No Fallen Heroes, he has worked tirelessly to provide resources, education, and support for individuals navigating mental health challenges, including athletes and veterans.
Carcillo has been a prominent figure in speaking out against the toxic culture within professional hockey. His courage in sharing his own struggles has ignited conversations and spurred positive changes within the sport.
Listen in for some great takeaways about Dan's journey from hockey enforcer to mental health advocate and his burning passion for creating positive change while trying to create a supportive environment within the world of sports.
You will want to hear this episode if you are interested in... Learn who Daniel Carcillo is (and what heâs passionate about) [3:54] Danielâs experience playing in the NHL [9:05] Why Daniel stepped forward to address brain health [12:13] The abuse Daniel endured during his Junior hockey days [17:05] Get your copy of âFinancial Planning Made Personalâ [19:59] What Daniel wishes young men suffering abuse knew [23:54] How do we get more young people to be upstanders? [27:23] What Daniel thinks the future of hockey looks like [31:17] What Daniel did today that put him in the mindset for success [33:10] Resources & People Mentioned Get âFinancial Planning Made Personalâ on sale Psychedelic Medicine Coalition Healing Realty Trust No Fallen Heroes Foundation Connect with Daniel Carcillo The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Blaine Anderson is the founder and CEO of Dating By Blaine, an online dating coaching and matchmaking service for men.
Blaine has served nearly 3,000 happy clients and built a multi-seven figure business in just 3 years, almost entirely organically through her Instagram, where she reaches over 5 million unique men each month.
Blaine loves to help fellow creators, entrepreneurs, and business leaders grow their organic reach and revenue online. Listen in for some great takeaways from Blaineâs journey. She shares how you, too, can launch a successful business.
You will want to hear this episode if you are interested in... Learn more about Blaine Anderson and Dating by Blaine [2:33] How Blaineâs journey on Shark Tank ended [8:40] The tip that has resonated with the most people [13:10] What Blaine has learned since she started coaching [14:52] Get your copy of âFinancial Planning Made Personalâ [15:51 Why Blaineâs Instagram videos resonate [16:37] Blaineâs advice for someone skeptical about hiring a coach [18:45] How to take your passion and generate revenue [22:25] Blaineâs tips for those in a long-term relationship [25:08] What Blaine did today that put her in the mindset for success [27:25] Resources & People Mentioned CocoVinny, Episode #93 Creating Superfans with Brittany Hodak, Episode #153 Get your copy of âFinancial Planning Made Personalâ Connect with Blaine Anderson The website On Instagram On Twitter On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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In 2016, John Cronin was attending his last year of high school. Like every high school senior, he was trying to figure out what came next. John is a natural entrepreneur. He wanted to start a business with his dad. But what were they going to do?
John thought about opening a food truck. But they ran into a problem: neither of them could cook. But then John had a âEureka!â moment. They decided to sell crazy socks. Why socks? Because theyâre fun, colorful, and John loved them. If John loved them that much, they realized they could find other people who loved them, too.
John is not only an entrepreneur, but he also has Down syndrome. Every day, John and his father, Mark, show what people with differing abilities can do. More than half of their colleagues have a differing ability. Johnâs Crazy Socks is a social enterprise with a mission to spread happiness.
Listen in for some great takeaways about the entrepreneurial journey of a father and son who are paving the way for those with different abilities. Theyâre making a huge impact while spreading happiness everywhere they go.
You will want to hear this episode if you are interested in... Learn more about Mark and John Cronin [3:03] How did Johnâs Crazy Socks come to be? [6:22] Johnâs favorite pair of socks [9:50] What it felt like to launch a business with each other [10:59] Why theyâre passionate about the Special Olympics [12:45] Learn more about World Down Syndrome Day [14:36] Get your copy of âFinancial Planning Made Personalâ [16:27] Why they promote World Down Syndrome Day [17:05] Why itâs important to hire people with differing abilities [18:47] Johnâs favorite story of someone whoâs worn their socks [22:01] How to create a business with a strong social mission [24:56] What John did today that put him in the mindset for success [27:39] Resources & People Mentioned Grab your copy of âFinancial Planning Made Personalâ Sign up for Paulaâs Newsletter Get the Afford Anything Podcast Show Notes The Knowledge Project Podcast The Everywhereist Connect with Paula Pant The website On Instagram On Twitter On Linkedin On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Paula Pant graduated college having no idea that self-employment and entrepreneurship were an option. She got a job as a newspaper reporter for a small paper in Colorado. She started going to journalism conferences that covered print, radio, television, and freelancing.
She dipped into some of the freelancing sessions. Thatâs when she learned she could be self-employed. She worked at the newspaper for three years and wrote freelance articles in the evenings/weekends. She made far more as a freelance journalist.
She left the newspaper and became a full-time freelancer. Then she decided to build out Afford Anything, which started as a blog and newsletter before becoming a podcast.
Paulaâs podcast is now an award-winning show with more than 28 million downloads. It was named by the New York Times as one of â7 Podcasts Your Wallet Will Love.â
In this episode, she shares why her podcast has seen so much success, how you can learn to think differently about financial decisions, and why the notion of traditional retirement is antiquated.
You will want to hear this episode if you are interested in... Paulaâs transition from newspaper journalist to self-employment [2:41] Where the idea for the Afford Anything podcast came from [5:20] Why Paula believes her podcast is so successful [10:35] Why people believe that money is the root of all evil [13:56] How to grab your copy of âFinancial Planning Made Personalâ [17:20] How can those working to expand their reach improve their storytelling? [18:17] Breaking away from conventional wisdom on financial independence [23:10] Why travel should be a community-based endeavor [27:03] What Paula did today that put her in the mindset for success [31:23] Resources & People Mentioned Grab your copy of âFinancial Planning Made Personalâ Sign up for Paulaâs Newsletter Get the Afford Anything Podcast Show Notes The Knowledge Project Podcast The Everywhereist Connect with Paula Pant The website On Instagram On Twitter On Linkedin On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Ryan is the Founder and CEO of Deviate. Heâs an expert facilitator with a gift for bringing out the best in people. Currently, he is the performance coach for high-capacity leaders around the world. He and his team have helped organizations rebound from turmoil, scale start-ups, and build cultures for locker rooms, corporations, and world tours.
Heâs coached executives, rock bands, athletic coaches, and professional athletes and advised a successful foreign presidential campaign.
Ryan delivers life-altering coaching and experiences in partnership with the National Football League (NFL). To date, Ryan has coached club executives and their senior leadership teams from over half of the NFL and the league itself, including the New York Jets.
Listen in for some great takeaways about the benefits of becoming a better leader and the impact it can have on your company, your career, and your life.
You will want to hear this episode if you are interested in... Learn more about Ryan Blanck and Deviate [2:33] Why the tagline âoff track on purpose?â [7:48] Why empathy is the most important leadership skill [8:52] What âYou teach people how to treat youâ means [12:56] Get your copy of âFinancial Planning Made Personalâ [19:00] How Ryan started working with the NY Jets [19:40] How communication skills help businesses last [23:40] The difference between a stretch goal and a strain goal [26:53] Ryanâs America's Funniest Home Videos prank [31:35] What Ryan did today that put him in the right mindset for success [33:46] Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Glenn Lundy is the President and CEO of the 800% Elite Automotive Club. Glenn Lundy trains dealership owners and general managers how to transform their company culture to supercharge the effectiveness of their dealerships.
By doing this, the lives of their employees are positively impacted and they set themselves up for sustainable lifetime success.
He has dedicated the past 25 years of his life to the automotive industry and has built a reputation as a respected professional in the field.
As an author, Glenn has written several books sharing his knowledge and expertise to help people unlock their full potential.
He is a sought-after motivational speaker, using his experiences to inspire and encourage others to achieve their goals.
He also hosts a daily morning show called âThe 800% Club,â where he shares his insights and knowledge to help people all around the world âUnlock Their Full Potential.â
Listen in for some great takeaways about Glennâs transformation from car salesman to successful entrepreneur and his mission to help others do the same.
You will want to hear this episode if you are interested in... Learn more about Glenn Lundy and the 800% Elite Automotive Club [2:52] The transformation from car salesman to successful entrepreneur [6:30] Celebrate the behaviors you want to see more of [11:05] Get your copy of Financial Planning Made Personal! [16:16] Why Glenn always pairs gratitude with goal-setting [16:55] Use the phrase âAct As Ifâ when you create an AI prompt [19:00] Why Glenn founded the 800% Elite Automotive Club [23:28] Why Glenn replaced the word âspendâ with âinvestâ [29:27] What Glenn did today that put him in the right mindset for success [33:56] Resources & People Mentioned Get your copy of Financial Planning Made Personal! Blue Ocean Strategy by W. Chan Kim and Renee Mauborgne Glennâs FREE eBook: The Morning Five Connect with Glenn Lundy The website On Instagram On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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After more than a decade of researching humorâand applying it in his own lifeâPaul Osincup realized it was powerful. Paul became interested in the use of humor to influence, lead, decrease stress, and boost resilience.
Thereâs a lot written about how good humor is for us. There are so many ways to apply the principles of comedy with positive psychology and neuroscience. But no one tells you how to develop your sense of humor. No one tells you that you can rewire your brain to see the humor in life.
Thatâs why Paul is on a global mission for workplace happiness that has provided him the opportunity to work with hundreds of organizations including Google, The U.S. Army, and the Harvard Kennedy School of Leadership.
Listen in for some great takeaways about how humor and laughter can help your company meet and exceed its business goals.
You will want to hear this episode if you are interested in... Learn all about Paul Osincup [2:44] What is a Humor Strategist? [5:20] Injecting humor into presentations [9:09] Why âLeading with laughterâ is critical [11:08] How to balance being credible and comical [12:40] Why you shouldnât take yourself too seriously [14:53] Grab a copy of âFinancial Planning Made Personalâ [18:04] What are the benefits of laughter? [18:46] Why Paul wrote âThe Humor Habitâ [21:31] How to implement humor in your life [23:10] Life is too important to take seriously [25:14] What Paul did today that put him in the mindset for success [28:51] Resources & People Mentioned Grab a copy of âFinancial Planning Made Personalâ The Top Five Regrets of the Dying Paulâs book, âThe Humor Habitâ Connect with Paul Osincup The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Consumer fraud is an issue thatâs run rampant for too long. And when it impacts the elderly, itâs heartbreaking. Kathy Stokesâthe Director of Fraud Prevention Programs with AARPâis passionate about educating older adults on the risks that fraud represents to their financial security.
Since 2019, she and her team have vastly expanded AARPâs leadership in this space, including the creation of a new victim support program, a multi-year campaign to end the use of gift cards in fraud, and the formation of a national effort to fundamentally transform how our country addresses consumer fraud.
Listen in to learn more about Kathyâs mission to eradicate fraud by educating older adults on what to look out forâand avoidâto protect their financial security.
You will want to hear this episode if you are interested in... Learn more about Kathy Stokes [2:55] How Kathy became the head of AARPâs Fraud Watch Network [5:22] The mission of AARPâs Fraud Watch Network [6:44] What is financial crime? [9:07] Why isnât financial crime taken seriously? [12:12] Check out âFinancial Planning Made Personalâ [13:50] How to protect yourself from financial scams [14:26] Should you use a monitoring service? [18:01] The sad tale of a romance scam 19:10] Why the language we use matters [25:01] Changing the narrative: Fraud victims are crime victims [27:09] What Kathy did today that put her in the right mindset for success [33:56] Resources & People Mentioned AARP Fraud Watch Network Helpline: 877-908-3360 Blame and Shame in the Context of Financial Fraud Check out âFinancial Planning Made Personalâ IRS Phone Scam, Episode #94 Connect with Kathy Stokes The website On Twitter On Linkedin On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Nick Gray is an entrepreneur and best-selling author who started and soldânot oneâbut two successful companies: Flight Display Systems and Museum Hack. Over 75,000 people have watched his TEDx talk about why he hates most museums.
Heâs also the author of âThe 2-Hour Cocktail Party, a step-by-step handbookâ that teaches you how to build big relationships by hosting small gatherings.
Heâs been featured in The New York Times, The Wall Street Journal, and New York Magazine called him a host of âculturally significant parties.â
Listen in for some great takeaways about Nickâs journey of building and selling successful companies and using his love of cocktail parties to help make friends and grow businesses.
You will want to hear this episode if you are interested in... Learn more about entrepreneur Nick Gray [2:25] How Nick become the Founder of âMuseum Hackâ [3:58] Successfully growing and selling Museum Hack [6:09] Learn to âhookâ your audience in just three seconds [11:05] Learn more about Nickâs book, "The 2-Hour Cocktail Partyâ [15:43] Check out our book, âFinancial Planning Made Personalâ [17:37] Can you share why you wrote the book and what its message is? How someone who sucks at networking becomes the life of the party [19:53] How can growing your network of âloose connectionsâ help you succeed? [23:42] What hosting a 2-hour cocktail party entails [26:00] Renting an entire indoor waterpark for his 40th birthday [31:33] What Nick did today that put him in the right mindset for success [32:48] Resources & People Mentioned Check out our book, âFinancial Planning Made Personalâ Nickâs Book, âThe 2-Hour Cocktail Party: How to Build Big Relationships with Small Gatheringsâ Museum Hack Connect with Nick Gray The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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How do you unlock peak performance? Dr. Cassidy Preston believes that the foundation for performance needs to be mindset.
Thatâs why Dr. Cassidy founded Mental Performance Coach at CEP Mindset. He is dedicated to optimizing the mindsets of elite athletes and high-performers.
His priority is to connect and understand each client and the unique challenge(s) they are facing. From there, he creates practical and personalized strategies that deliver repeatable and reliable results.
He is the guide behind the scenes, helping high performers gain a mental edge over their competition. His clients range from professional athletes to surgeons, hedge fund managers, and CEOs. Heâs built one of the largest mental performance coaching firms in the world.
Today we get to pull back the curtain and learn the principles and strategies that the best athletes in the world use to optimize their mindset. Listen in for some great takeaways about the benefits of working on the most precious part of your body: your mind.
You will want to hear this episode if you are interested in... Learn more about Dr. Cassidy Preston [2:41] Why is mindset so important? [4:57] What sports parents need to know [9:18] Dr. Cassidyâs 3 steps to winning the mental game [14:49] Get a copy of âFinancial Planning Made Personalâ [17:17] How to stop obsessing over results [17:51] Using the âMe vs. Meâ mentality to succeed [23:00] Leverage breathwork to manage your mental state [25:05] Why Dr. Cassidy developed the Mental Toughness Playbook [27:10] What is the âOverthinking Paradox?â [29:12] What Dr. Cassidy did today that put him in the mindset for success [33:00] Resources & People Mentioned Get a copy of âFinancial Planning Made Personalâ The Gap and the Gain by Dan Sullivan Dr. Cassidyâs book, âMindset Firstâ CEP Mindset Connect with Dr. Cassidy Preston The website On Instagram On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Have you ever thought about writing a book? Are you one of the people who says âI have a book inside meâ but never takes the leap? Lauren Cobello is a renowned TV personality, author, and prominent figure in the world of public relations.
Lauren took her personal triumph of overcoming debt and built a brand through a website and social media. She garnered numerous media appearances on the TODAY show, GMA, Dr. Oz, Rachael Ray, and hundreds of other TV shows.
She leveraged those media appearances and social media followings to land a book deal with a large publisher. Then she founded Leverage with Media PR to help others do the same thing.
Listen in to learn why a book is the new business card and how Lauren can help you utilize it to become a household nameâincreasing your credibility and visibility for you and your business.
You will want to hear this episode if you are interested in... Learn more about Laren Cobello and Leverage with Media PR [3:10] How Lauren became a regular on the Rachael Ray Show [5:28] Why Lauren launched Leverage With Media [8:22] Why a book is the new business card [10:49] Laurenâs advice for someone writing a book [13:10] The difference between a book and a pamphlet [16:30] Get a copy of âFinancial Planning Made Personalâ [18:13] How to get your message out into the media [18:51] What can you do to get camera-ready? [23:42] Why Lauren downsized her home (and the impact it made) [27:04] Who Lauren is rooting for to win the Stanley Cup [30:22] What Lauren did today that put her in the mindset for success [33:14] Resources & People Mentioned I Am That Lady Website Get a copy of âFinancial Planning Made Personalâ Stopping the Glass Ceiling with Manon RhĂ©aume, Episode #25 Connect with Lauren Cobello The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Emily Jaenson is a keynote speaker, podcast host, author, and co-founder of the Assist Group.
Emily has been called a next-level motivator and inspirational leader. She lives up to her motto, âBe so good they wonât forget you!â
Emily grew up in a small town with amazing parents but wanted more excitement. The person she was couldnât reach the goals she had for herself. She needed to become a more confident person. So she was intentional about putting herself in uncomfortable situations to experience the growth she wanted.
Emilyâs wildly successful TEDx talk, âSix Tips for Building Your Confidence,â which garnered 3 million views in one year, covers some of the strategies she used to boost her own confidence. Listen in for some great takeaways about leadership for the next generation and how confidence can play a role in your success.
You will want to hear this episode if you are interested in... Learn more about Emily Jaenson [3:01] What itâs like to present a TEDx Talk [7:01] Why confidence is key to success [13:38] Check out âFinancial Planning Made Personalâ [15:58] The 6 behaviors to increase your confidence [16:41] Be so good they wonât forget you [28:39] The first female in Triple-A baseball to hold the GM role [30:55] What Emily did today that put her in the mindset for success [35:06] Resources & People Mentioned Check out âFinancial Planning Made Personalâ Leadership is Female Emilyâs TEDx talk: 6 Tips for Building Your Confidence Connect with Emily Jaenson The website On Instagram On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Samantha Allenâthe Senior Vice President of Digital Marketing at Carson Groupâis a rockstar when it comes to digital marketing. She was recently recognized by WealthManagement.com as a rising star. She is part of our team at Carson Group and leads the integrated channel team.
That means she is responsible for events, digital marketing, and public relations. She sets and supports strategy and execution for brand growth, consumer lead generation, advisor recruitment, M&A, and industry thought leadership.
Samantha is a self-proclaimed nerd and expert in all things digital marketing. Listen in for some great takeaways about the latest marketing trends, the AI landscape, and the tech platform she helped build to measure analytics and dataâsomething all businesses need to do.
You will want to hear this episode if you are interested in... Learn more about Samantha Allen [2:23] What is the âThe Digital Debrief?â [6:38] The Marketing Monitor: Why analytics is essential [8:50] How AI is changing the digital landscape [14:08] Samanthaâs advice for young professionals as new parents [18:02] Check out Financial Planning Made Easy [19:44] Thereâs no place for sexism in marketing [20:33] The 2023 women in wealth management report [23:32] How Excell Represent is making an impact [28:38] The best way to be an ally for women [32:21] What Samantha did today that brought her joy [35:43] Resources & People Mentioned Excell Represent Conference The Digital Debrief Newsletter The 2023 Women in Wealth Management Report Connect with Samantha Allen The website On Instagram On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Dr. Margaret Robinson Rutherford is a clinical psychologist with thirty years of experience, an author, a TEDx speaker, and a podcast host. Dr. Margaret is known for her vibrantly engaging and theoretically well-crafted presentations.
Her passionate message is that healthy mental and emotional lives can be created through becoming more transparent with one another. Sharing who you really are with those you trust is a huge step toward connection and good mental health.
Margaret is challenging the mental health profession to question their overreliance on the official symptom checklist for diagnosis. Instead, we need to create normalcy around suicidal feelings, listen to each personâs actual experience of their life, and respond with safety and compassion, rather than stigmatizing this very real and excruciatingly painful part of human existence.
Sheâs also known for her book, âPerfectly Hidden Depression: How to Break Free from the Perfectionism That Masks Your Depression,â and her highly popular podcast, The SelfWork Podcast. It has been continuously rated as one of the best podcasts for mental health and depression.
Listen in for some great takeaways on how we can reduce the stigma around mental health and suicide to help everyone.
You will want to hear this episode if you are interested in... Learn more about Dr. Margaret Rutherford [3:02] Why Dr. Margaret became a therapist [6:29] What is perfectly hidden depression? [11:31] Check out our book âFinancial Planning Made Personalâ [14:14] Why striving for perfection can be dangerous [14:53] How Dr. Margaret got a TEDx Talk [16:45] Why you should listen to Dr. Margaretâs podcast [19:34] What is âphubbing?â Why does it damage relationships? [23:40] Dr. Margaretâs tips for empty-nesters [24:58] How to care for your mental health [28:03] What Dr. Margaret did today that put her in the mindset for success [31:31] Resources & People Mentioned Financial Planning Made Personal Dr. Margaretâs TEDx Talk The SelfWork Podcast The Perfectly Hidden Depressed Person: Are You One? Dr. Margaretâs book: Perfectly Hidden Depression I Don't Want to Talk About It by Terrence Real Connect with Dr. Margaret Rutherford The website On Instagram On Linkedin On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Caroline Gaynor is the Vice President, Relationship Director, and Investment Specialist at Avantis InvestorsÂź. She is passionate about serving the advisor community.
She has more than 17 years of experience in financial services and is a sought-after public speaker. Her stories and presentations draw from ongoing volunteer work as a sighted guide for blind and visually impaired athletes.
Caroline is an accomplished endurance athlete who has been competing in triathlons for over two decades. Caroline devotes much of her free time to guiding blind and visually impaired triathletes through Ironman triathlons.
Caroline shares what sheâs learned as a triathlete guide and how itâs impacted her personally in this episode of Mitlin Money MindsetÂź.
You will want to hear this episode if you are interested in... Learn more about Caroline Gaynor and her passion for sports [3:03] How sports have shaped Carolineâs life [5:06] Why Caroline decided to run her first triathlon/Ironman [7:43] Why Caroline became a triathlon guide in 2008 [12:36] Check out our book âFinancial Planning Made Personalâ [17:19] How they identify the athlete they pair you with [19:04] What Caroline has learned from the athletes she guides [20:55] How Caroline got involved in the world of finance [23:39] How can we get more women in the finance profession? [29:29] What Caroline did today that put her in the right mindset for success [33:00] Resources & People Mentioned Financial Planning Made Personal Achilles International Excell Represent American Century InvestmentsÂź Connect with Caroline Gaynor The website On Linkedin On Instagram On Twitter Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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Bonnie Treichel is a nationally recognized retirement plan expert, speaker, and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry.
Bonnie wanted a scalable way for advisors to work with small business owners who want to offer retirement plans for their employees. Itâs expensive to get access to an ERISA attorney. So Bonnie created a model so advisors could have affordable access through a consulting firm: Endeavor Retirement.
Bonnie works to make retirement legislation easy to understand. She keeps advisors up-to-date on the rules and regulations through webinars, presentations, and consultations. The result? Advisors and consultants help more people access retirement savings.
Listen in for some great takeaways about creating a retirement plan for you and your employees that will be compliantâand help them work toward their goals.
You will want to hear this episode if you are interested in... Learn more about Bonnie Treichel [3:09] Why Bonnie decided to start her own business [4:51] Bonnie is passionate about helping people save for retirement [7:21] Why itâs important to understand what a fiduciary is [10:45] Steps to take to get on the best path for retirement [15:12] Check out our book âFinancial Planning Made Personalâ [19:16] How to manage your retirement accounts once retired [20:01] Understand The SECURE Act and The SECURE Act 2.0 [23:29] Bonnieâs advice for small business owners and state retirement plans [29:06] The challenges business owners might face running retirement plans [32:55] What Bonnie did today that put her in the right mindset for success [35:29] Resources & People Mentioned Financial Planning Made Personal SECURE 2.0 Act Connect with Bonnie Treichel The website On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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When Jim Gale was 19, his college wrestling coach asked everyone to write down their goals. Jim wrote down his goals based on what heâd learned from Dennis Waitley in his book, âThe Psychology of Winning: Ten Qualities of a Total Winner.â
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 heâd achieve them. Four years later, he was a four-time All-American wrestler and a national champion inducted into the hall of fame.
After college, Jim traveled the world, spending the entire time writing and researching what was possible for his future. Jim decided he wanted to retire in three years. He went to work for a mortgage company at 100% commission. He jumped from company to company. But something was missing.
So Jim started his own company and did $1.3 billion in gross revenue in 3.5 years. He got sick of the industry and bought a boat. After indulging in a year of oceanic bliss aboard his boat, Jim's path led him to Costa Rica, where he discovered permaculture and realized its potential to revolutionize our lives.
Bill Mollison, one of the founders of permaculture, said âThough the problems of our world are increasingly complex, the solutions remain embarrassingly simple.â Jim became obsessed with asking the question, âHow do we change the world? How do we help the world learn to use their resources wisely?â
With a vision to bring permaculture to every household on the planet, Jim founded Food Forest Abundance. They empower individuals to create their own self-sustaining ecosystems through innovative techniques and a commitment to education. Food Forest Abundance is redefining the way we grow and consume food. Listen in for some great takeaways about creating and living a sustainable life by design.
You will want to hear this episode if you are interested in... Learn more about Jim Gale and Food Forest Abundance [3:54] What is a Food Forest? [11:31] Why grow a food forest instead of a traditional garden [12:33] How a food forest would be different in Minnesota versus Florida [15:39] Check out our book, âFinancial Planning Made Personalâ [18:05] How would the adoption of permaculture change modern farming? [18:50] Why Jim and his wife created Galt's Landing in Florida [21:50] How Jim seeks to inspire more people to consider off-grid living [24:52] How meditation has transformed Jimâs life? [25:56] How can you begin to make an impact? [28:48] What Jim did today that brought him joy [33:06] Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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