Mitlin Money Mindset

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 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. He's 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.

• Learn more about Dr. Cassidy Preston [2:41]
• Why is mindset so important? [4:57]
• What sports parents need to know [9:18]
• Dr. Cassidy's 3 steps to winning the mental game [14:49]
• Get a copy of "Financial Planning Made Personal" [17:17]
• How to stop obsessing over results [17:51]
• Using the "Me vs. Me" 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 "Overthinking Paradox?" [29:12]
• What Dr. Cassidy did today that put him in the mindset for success [33:00]

• Get a copy of "Financial Planning Made Personal"
• The Gap and the Gain by Dan Sullivan
• Dr. Cassidy's book, "Mindset First"
• CEP Mindset

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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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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 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 name—increasing your credibility and visibility for you and your business.

• 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]
• Lauren's advice for someone writing a book [13:10]
• The difference between a book and a pamphlet [16:30]
• Get a copy of "Financial Planning Made Personal" [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]

• I Am That Lady Website
• Get a copy of "Financial Planning Made Personal"
• Stopping the Glass Ceiling with Manon Rhéaume, Episode #25

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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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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 more confident person. So she was intentional about putting herself in uncomfortable situations to experience the growth she wanted.

Emily's wildly successful TEDx talk, "Six Tips for Building Your Confidence," 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.

• Learn more about Emily Jaenson [3:01]
• What it's like to present a TEDx Talk [7:01]
• Why confidence is key to success [13:38]
• Check out "Financial Planning Made Personal" [15:58]
• The 6 behaviors to increase your confidence [16:41]
• Be so good they won't 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]

• Check out "Financial Planning Made Personal"
• Leadership is Female
• Emily's TEDx talk: 6 Tips for Building Your Confidence

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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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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 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 data—something all businesses need to do.

• Learn more about Samantha Allen [2:23]
• What is the "The Digital Debrief?" [6:38]
• The Marketing Monitor: Why analytics is essential [8:50]
• How AI is changing the digital landscape [14:08]
• Samantha's advice for young professionals as new parents [18:02]
• Check out Financial Planning Made Easy [19:44]
• There's 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]

• Excell Represent Conference
• The Digital Debrief Newsletter
• The 2023 Women in Wealth Management Report

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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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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 person's actual experience of their life, and respond with safety and compassion, rather than stigmatizing this very real and excruciatingly painful part of human existence.

She's also known for her book, "Perfectly Hidden Depression: How to Break Free from the Perfectionism That Masks Your Depression," 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.

• 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 "Financial Planning Made Personal" [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. Margaret's podcast [19:34]
• What is "phubbing?" Why does it damage relationships? [23:40]
• Dr. Margaret's 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]

• Financial Planning Made Personal
• Dr. Margaret's TEDx Talk
• The SelfWork Podcast
• The Perfectly Hidden Depressed Person: Are You One?
• Dr. Margaret's book: Perfectly Hidden Depression
• I Don't Want to Talk About It by Terrence Real

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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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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.

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 she's learned as a triathlete guide and how it's impacted her personally in this episode of Mitlin Money Mindset®.

• Learn more about Caroline Gaynor and her passion for sports [3:03]
• How sports have shaped Caroline's 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 "Financial Planning Made Personal" [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]

• Financial Planning Made Personal
• Achilles International
• Excell Represent
• American Century Investments®

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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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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. It's 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 compliant—and help them work toward their goals.

• 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 it's 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 "Financial Planning Made Personal" [19:16]
• How to manage your retirement accounts once retired [20:01]
• Understand The SECURE Act and The SECURE Act 2.0 [23:29]
• Bonnie's 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]

• Financial Planning Made Personal
• SECURE 2.0 Act

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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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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 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 "Though the problems of our world are increasingly complex, the solutions remain embarrassingly simple." Jim became obsessed with asking the question, "How do we change the world? How do we help the world learn to use their resources wisely?"

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.

• 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, "Financial Planning Made Personal" [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 Jim's life? [25:56]
• How can you begin to make an impact? [28:48]
• What Jim did today that brought him joy [33:06]

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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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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, this event grew from nothing to almost 3,000 attendees and $1.6 million in revenue. I'm honored to attend this event and sit on a panel for the 2023 conference.

has been quoted and featured in multiple media outlets including The New York Times, The Washington Post, Forbes, Fox Business, and more. Listen in for some great takeaways about creating content, an abundance mindset, and being a successful entrepreneur.

• Learn more about Philip Tyler (PT) [2:31]
• FinCon: "Where Money and Media Meet" [6:30]
• Why FinCon has become a strong community [11:51]
• The evolution of FinCon over the years [14:13]
• How to get a copy of "Financial Planning Made Personal" [16:02]
• Philip's advice for content creators in the financial space [16:40]
• The NerdWallet model of monetizing content [22:04]
• Why an abundance mindset is important in tackling financial literacy [24:51]
• Philips #1 tip to improve your golf game [28:23]
• What Philip did today that put him in the right mindset for success [29:40]

• Get a copy of "Financial Planning Made Personal"

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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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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 and the engine for their travel business. In 2019, they took the plunge and moved to Florida. They now live a few miles behind Magic Kingdom and see the fireworks nightly from their backyard.

Moving to Florida allowed them to rapidly grow their business. They are now the only travel agency in the world that is Diamond EarMarked, Disney-Only (they only book Disney vacations), and 100% Free. They never charge clients any fees. Instead, they get paid directly by Disney. Listen in for some great takeaways about building a business around something you're passionate about.

• Learn more about Greg Antonelle and MickeyTravels [3:35]
• Earning the DIAMOND EarMarked status by Disney Destinations [8:42]
• Greg's tips to work successfully with your spouse [11:47]
• How to get a copy of "Financial Planning Made Personal" [14:58]
• How to fuel business growth through content creation [15:37]
• Why you should work with a Disney travel agent [21:28]
• The biggest mistake Disney travelers make [23:49]
• Greg's most magical Disney experience [26:36]
• What Greg did today that put him in the right mindset for success [28:52]

• Get a copy of "Financial Planning Made Personal"
• The Vascular Birthmarks Foundation
• The Mickey 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.

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