Mitlin Money Mindset

Josh Brown is the co-founder and CEO of Ritholtz Wealth Management. Before that, he was a stockbroker. As a stockbroker, he learned how to sell, how to handle rejection, and everything not to do with your money.

When he realized that everything he'd done in his 10 years as a stockbroker wasn't helping his clients (nor doing anything for his career), it was an epiphany. He changed his profession so he could help clients. So he shifted from being a commission-based broker to a fee-based financial advisor.

He met Barry Ritholtz through his financial blog, "The Reformed Broker." Eventually, they partnered and formed Ritholtz Wealth Management. They started with $60 million in AUM in September 2013 and they've grown to over $4.3 billion with 65 employees in 15 cities.

Listen in for some great takeaways from Josh's journey within financial services and how he's used content creation to grow his brand.

• Learn more about Josh Brown and Ritholtz Wealth Management [2:45]
• Learn about Josh's first movie, "This Is Not Financial Advice" [6:20]
• Why Josh transition to a fee-based financial advisor [8:14]
• Josh's goal when he became the "Reformed Broker" on Twitter [12:03]
• How Josh's blog post "How I Invest My Money" became a book [16:30]
• Get your copy of "Financial Planning Made Personal" today! [21:28]
• Why it's important that what you invest in brings you JOY [22:10]
• Learning more about the "FutureProof" Festival and it's goal [26:45]
• The power of walking away and stepping into the next thing [30:46]
• Why Josh is investing his time in content creation on YouTube [34:40]
• What Josh did today that put him in the right mindset for success [37:21]

• Get your copy of "Financial Planning Made Personal" today!
• "This is Not Financial Advice" on Apple TV
• Josh's book: "How I Invest my Money"
• Long Island Cares
• The FutureProof Festival
• Ritholtz Wealth
• Subscribe to Josh's blog

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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.

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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.

Dan's hockey career spanned 10 seasons, during which he played for the Philadelphia Flyers, Chicago Blackhawks, and New York Rangers. Known for his gritty playing style and physicality, he played a crucial role in the Chicago Blackhawks' 2013 and 2015 Stanley Cup championship victories, showcasing his versatility as both an enforcer and a skilled player.

Following his retirement from professional hockey, Carcillo embarked on a new mission to bring attention to the mental health challenges faced by athletes, particularly in the hockey community after suffering from concussion-related symptoms.

Through working with foundations like No Fallen Heroes, he has worked tirelessly to provide resources, education, and support for individuals navigating mental health challenges, including athletes and veterans.

Carcillo has been a prominent figure in speaking out against the toxic culture within professional hockey. His courage in sharing his own struggles has ignited conversations and spurred positive changes within the sport.

Listen in for some great takeaways about Dan's journey from hockey enforcer to mental health advocate and his burning passion for creating positive change while trying to create a supportive environment within the world of sports.

• Learn who Daniel Carcillo is (and what he's passionate about) [3:54]
• Daniel's experience playing in the NHL [9:05]
• Why Daniel stepped forward to address brain health [12:13]
• The abuse Daniel endured during his Junior hockey days [17:05]
• Get your copy of "Financial Planning Made Personal" [19:59]
• What Daniel wishes young men suffering abuse knew [23:54]
• How do we get more young people to be upstanders? [27:23]
• What Daniel thinks the future of hockey looks like [31:17]
• What Daniel did today that put him in the mindset for success [33:10]

• Get "Financial Planning Made Personal" on sale
• Psychedelic Medicine Coalition
• Healing Realty Trust
• No Fallen Heroes Foundation

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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.

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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 Blaine's journey. She shares how you, too, can launch a successful business.

• Learn more about Blaine Anderson and Dating by Blaine [2:33]
• How Blaine's journey on Shark Tank ended [8:40]
• The tip that has resonated with the most people [13:10]
• What Blaine has learned since she started coaching [14:52]
• Get your copy of "Financial Planning Made Personal" [15:51
• Why Blaine's Instagram videos resonate [16:37]
• Blaine's advice for someone skeptical about hiring a coach [18:45]
• How to take your passion and generate revenue [22:25]
• Blaine's tips for those in a long-term relationship [25:08]
• What Blaine did today that put her in the mindset for success [27:25]

• CocoVinny, Episode #93
• Creating Superfans with Brittany Hodak, Episode #153
• Get your copy of "Financial Planning Made Personal"

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• 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
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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.

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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 "Eureka!" moment. They decided to sell crazy socks. Why socks? Because they're fun, colorful, and John loved them. If John loved them that much, they realized they could find other people who loved them, too.

John is not only an entrepreneur, but he also has Down syndrome. Every day, John and his father, Mark, show what people with differing abilities can do. More than half of their colleagues have a differing ability. John's Crazy Socks is a social enterprise with a mission to spread happiness.

Listen in for some great takeaways about the entrepreneurial journey of a father and son who are paving the way for those with different abilities. They're making a huge impact while spreading happiness everywhere they go.

• Learn more about Mark and John Cronin [3:03]
• How did John's Crazy Socks come to be? [6:22]
• John's favorite pair of socks [9:50]
• What it felt like to launch a business with each other [10:59]
• Why they're passionate about the Special Olympics [12:45]
• Learn more about World Down Syndrome Day [14:36]
• Get your copy of "Financial Planning Made Personal" [16:27]
• Why they promote World Down Syndrome Day [17:05]
• Why it's important to hire people with differing abilities [18:47]
• John's favorite story of someone who's worn their socks [22:01]
• How to create a business with a strong social mission [24:56]
• What John did today that put him in the mindset for success [27:39]

• Grab your copy of "Financial Planning Made Personal"
• Sign up for Paula's Newsletter
• Get the Afford Anything Podcast Show Notes
• The Knowledge Project Podcast
• The Everywhereist

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• 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
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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.

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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. That's when she learned she could be self-employed. She worked at the newspaper for three years and wrote freelance articles in the evenings/weekends. She made far more as a freelance journalist.

She left the newspaper and became a full-time freelancer. Then she decided to build out Afford Anything, which started as a blog and newsletter before becoming a podcast.

Paula's podcast is now an award-winning show with more than 28 million downloads. It was named by the New York Times as one of "7 Podcasts Your Wallet Will Love."

In this episode, she shares why her podcast has seen so much success, how you can learn to think differently about financial decisions, and why the notion of traditional retirement is antiquated.

• Paula's transition from newspaper journalist to self-employment [2:41]
• Where the idea for the Afford Anything podcast came from [5:20]
• Why Paula believes her podcast is so successful [10:35]
• Why people believe that money is the root of all evil [13:56]
• How to grab your copy of "Financial Planning Made Personal" [17:20]
• How can those working to expand their reach improve their storytelling? [18:17]
• Breaking away from conventional wisdom on financial independence [23:10]
• Why travel should be a community-based endeavor [27:03]
• What Paula did today that put her in the mindset for success [31:23]

• Grab your copy of "Financial Planning Made Personal"
• Sign up for Paula's Newsletter
• Get the Afford Anything Podcast Show Notes
• The Knowledge Project Podcast
• The Everywhereist

• The website
• On Instagram
• On Twitter
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• On YouTube

• 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
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Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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

Ryan is the Founder and CEO of Deviate. He's an expert facilitator with a gift for bringing out the best in people. Currently, he is the performance coach for high-capacity leaders around the world. He and his team have helped organizations rebound from turmoil, scale start-ups, and build cultures for locker rooms, corporations, and world tours.

He's coached executives, rock bands, athletic coaches, and professional athletes and advised a successful foreign presidential campaign.

Ryan delivers life-altering coaching and experiences in partnership with the National Football League (NFL). To date, Ryan has coached club executives and their senior leadership teams from over half of the NFL and the league itself, including the New York Jets.

Listen in for some great takeaways about the benefits of becoming a better leader and the impact it can have on your company, your career, and your life.

• Learn more about Ryan Blanck and Deviate [2:33]
• Why the tagline "off track on purpose?" [7:48]
• Why empathy is the most important leadership skill [8:52]
• What "You teach people how to treat you" means [12:56]
• Get your copy of "Financial Planning Made Personal" [19:00]
• How Ryan started working with the NY Jets [19:40]
• How communication skills help businesses last [23:40]
• The difference between a stretch goal and a strain goal [26:53]
• Ryan's America's Funniest Home Videos prank [31:35]
• What Ryan did today that put him in the right mindset for success [33:46]

• 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
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Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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

Glenn Lundy is the President and CEO of the 800% Elite Automotive Club. Glenn Lundy trains dealership owners and general managers how to transform their company culture to supercharge the effectiveness of their dealerships.

By doing this, the lives of their employees are positively impacted and they set themselves up for sustainable lifetime success.

He has dedicated the past 25 years of his life to the automotive industry and has built a reputation as a respected professional in the field.

As an author, Glenn has written several books sharing his knowledge and expertise to help people unlock their full potential.

He is a sought-after motivational speaker, using his experiences to inspire and encourage others to achieve their goals.

He also hosts a daily morning show called "The 800% Club," where he shares his insights and knowledge to help people all around the world "Unlock Their Full Potential."

Listen in for some great takeaways about Glenn's transformation from car salesman to successful entrepreneur and his mission to help others do the same.

• Learn more about Glenn Lundy and the 800% Elite Automotive Club [2:52]
• The transformation from car salesman to successful entrepreneur [6:30]
• Celebrate the behaviors you want to see more of [11:05]
• Get your copy of Financial Planning Made Personal! [16:16]
• Why Glenn always pairs gratitude with goal-setting [16:55]
• Use the phrase "Act As If' when you create an AI prompt [19:00]
• Why Glenn founded the 800% Elite Automotive Club [23:28]
• Why Glenn replaced the word "spend" with "invest" [29:27]
• What Glenn did today that put him in the right mindset for success [33:56]

• Get your copy of Financial Planning Made Personal!
• Blue Ocean Strategy by W. Chan Kim and Renee Mauborgne
• Glenn's FREE eBook: The Morning Five

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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.

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After more than a decade of researching humor—and applying it in his own life—Paul Osincup realized it was powerful. Paul became interested in the use of humor to influence, lead, decrease stress, and boost resilience.

There's a lot written about how good humor is for us. There are so many ways to apply the principles of comedy with positive psychology and neuroscience. But no one tells you how to develop your sense of humor. No one tells you that you can rewire your brain to see the humor in life.

That's why Paul is on a global mission for workplace happiness that has provided him the opportunity to work with hundreds of organizations including Google, The U.S. Army, and the Harvard Kennedy School of Leadership.

Listen in for some great takeaways about how humor and laughter can help your company meet and exceed its business goals.

• Learn all about Paul Osincup [2:44]
• What is a Humor Strategist? [5:20]
• Injecting humor into presentations [9:09]
• Why "Leading with laughter" is critical [11:08]
• How to balance being credible and comical [12:40]
• Why you shouldn't take yourself too seriously [14:53]
• Grab a copy of "Financial Planning Made Personal" [18:04]
• What are the benefits of laughter? [18:46]
• Why Paul wrote "The Humor Habit" [21:31]
• How to implement humor in your life [23:10]
• Life is too important to take seriously [25:14]
• What Paul did today that put him in the mindset for success [28:51]

• Grab a copy of "Financial Planning Made Personal"
• The Top Five Regrets of the Dying
• Paul's book, "The Humor Habit"

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• 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
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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.

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Consumer fraud is an issue that's run rampant for too long. And when it impacts the elderly, it's heartbreaking. Kathy Stokes—the Director of Fraud Prevention Programs with AARP—is passionate about educating older adults on the risks that fraud represents to their financial security.

Since 2019, she and her team have vastly expanded AARP's leadership in this space, including the creation of a new victim support program, a multi-year campaign to end the use of gift cards in fraud, and the formation of a national effort to fundamentally transform how our country addresses consumer fraud.

Listen in to learn more about Kathy's mission to eradicate fraud by educating older adults on what to look out for—and avoid—to protect their financial security.

• Learn more about Kathy Stokes [2:55]
• How Kathy became the head of AARP's Fraud Watch Network [5:22]
• The mission of AARP's Fraud Watch Network [6:44]
• What is financial crime? [9:07]
• Why isn't financial crime taken seriously? [12:12]
• Check out "Financial Planning Made Personal" [13:50]
• How to protect yourself from financial scams [14:26]
• Should you use a monitoring service? [18:01]
• The sad tale of a romance scam 19:10]
• Why the language we use matters [25:01]
• Changing the narrative: Fraud victims are crime victims [27:09]
• What Kathy did today that put her in the right mindset for success [33:56]

• AARP Fraud Watch Network Helpline: 877-908-3360
• Blame and Shame in the Context of Financial Fraud
• Check out "Financial Planning Made Personal"
• IRS Phone Scam, Episode #94

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• 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
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Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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

Nick Gray is an entrepreneur and best-selling author who started and sold—not one—but two successful companies: Flight Display Systems and Museum Hack. Over 75,000 people have watched his TEDx talk about why he hates most museums.

He's also the author of "The 2-Hour Cocktail Party, a step-by-step handbook" that teaches you how to build big relationships by hosting small gatherings.

He's been featured in The New York Times, The Wall Street Journal, and New York Magazine called him a host of "culturally significant parties."

Listen in for some great takeaways about Nick's journey of building and selling successful companies and using his love of cocktail parties to help make friends and grow businesses.

• Learn more about entrepreneur Nick Gray [2:25]
• How Nick become the Founder of "Museum Hack" [3:58]
• Successfully growing and selling Museum Hack [6:09]
• Learn to "hook" your audience in just three seconds [11:05]
• Learn more about Nick's book, "The 2-Hour Cocktail Party" [15:43]
• Check out our book, "Financial Planning Made Personal" [17:37]
• Can you share why you wrote the book and what its message is?
• How someone who sucks at networking becomes the life of the party [19:53]
• How can growing your network of "loose connections" help you succeed? [23:42]
• What hosting a 2-hour cocktail party entails [26:00]
• Renting an entire indoor waterpark for his 40th birthday [31:33]
• What Nick did today that put him in the right mindset for success [32:48]

• Check out our book, "Financial Planning Made Personal"
• Nick's Book, "The 2-Hour Cocktail Party: How to Build Big Relationships with Small Gatherings"
• Museum Hack

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• 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
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Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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