Mitlin Money Mindset

Kevin Henderson is the co-founding partner of SMB Law Group and the SMB Center. He's also the host of the Mundane Millionaires podcast. Kevin is a seasoned corporate lawyer with over a decade of M&A, venture capital, and public capital markets experience.

In 2022, Kevin and his partners Sam and Eric launched a new boutique law firm focused on providing high-stakes M&A experience to small business entrepreneurs. SMB Law Group was founded with the mission to become the leading SMB-focused transaction law firm for searchers, buyers, operators, sellers, and investors.

They represent clients in everything from professional services to manufacturing. Kevin has also represented cannabis businesses in corporate and commercial transactions, from startups to MSOs.

In addition to SMB Law Group, Kevin sits on the board for Hope's Door New Beginning Center, a non-profit that provides shelter, aid, and other resources to those affected by domestic abuse.

Listen in for some great takeaways about building a professional service firm that helps those who need it most while attracting top talent in the industry.

• Learn more about Kevin Henderson [3:50]
• Why Kevin, Eric Pacifici, and Sam Rosati founded SMB Law Group [6:00]
• Why SMB Law Group's messaging has resonated so much [11:49]
• Attracting top talent by remaining a remote team [16:22]
• Addressing a statement by a law firm about refusing to hire Jews [20:08]
• What professionals caught up in the "prestige" of their employer need to know [25:12]
• Why sharing personal information about his family is important to Kevin [29:13]
• The mission of the Mundane Millionaires podcast [33:54]
• What Kevin did today that put him in the right mindset for success [39:24]

• The Mundane Millionaires podcast
• SMB Law Group

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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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This Is My Brave with Jennifer Marshall, Episode #149

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

She wanted to provide that same opportunity to others living with mental illness. She envisioned a theater show concept, and together with her Co-Founder Anne Marie Ames, launched the project on Kickstarter. The project was successfully funded within 31 days, raising over $10,000 to create the inaugural show.

"This is My Brave" continued to expand and became a national non-profit organization that has created over 90+ shows in cities across the country (and in Australia).

Jennifer routinely speaks on the importance of sharing stories of triumphing despite mental illness to end stigma. She speaks regularly at mental health and storytelling conferences. Listen in for some great takeaways about how Jennifer is bringing mental health to the forefront and helping others share their stories to help themselves, their communities, and the world.

• Learn more about Jennifer Marshall and This is My Brave [3:43]
• What the "This is My Brave" platform looks like [5:47]
• What prompted Jennifer to step out of the shadows [8:32]
• How Jennifer's transparency impacted her children [11:06]
• Why it's important to normalize talking about mental health [14:11]
• Jennifer shares a story that impacted her from their 2015 show [15:15]
• Why you shouldn't be afraid to share your story [17:56]
• How can we lower the number of attempted suicides among teenagers? [19:45]
• How we can leverage social media to make a larger impact [21:45]
• How to talk about mental health with your children [24:54]
• The next big things for Jennifer Marshall and This Is My Brave [26:45]
• What Jennifer did today that put her in the right mindset for success [28:37]

• Danielle Fiorello
• The "Our Turn to Talk" documentary
• Principle Pictures
• Our Turn to Talk
• Our Turn to Talk podcast
• Jennifer'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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Morgan Young is a 20-year-old Content Creator, Public Speaker, Venture Fellow, and Computer Science & Engineering and Entrepreneurship student. In addition to those roles, she is a self-development addict, health nut, co-founder of the budding UNR figure-skating team, and an aspiring entrepreneur.

Morgan discovered a passion for technology at the age of nine while taking her first robotics class. Morgan is also passionate about helping others. She's found that she enjoys being the bridge between people and the technology they use. Her mission in life is to make people's lives easier by leveraging technology.

She's actively working on building a community and is partnering with brands to bring amazing experiences and resources to her audience. She teaches students and colleagues how to leverage LinkedIn for job searches, build personal brands, and create content that covers everything from college tips to Gen Z in the workforce.

Listen in for some great takeaways about how Morgan uses her platform to spend as much time focusing on technology and people.

• Learn more about Morgan Young and her passions [4:00]
• Morgan's reflections on the college selection process [5:46]
• Understanding the financial implications of attending college [13:51]
• Morgan's tips for families navigating the college planning process [17:17]
• How Morgan crafted a space as a Content Creator [22:38]
• Morgan's tips to grow your LinkedIn presence [25:55]
• How Morgan secured opportunities with iconic brands [30:37]
• Morgan's experience in New York City [35:02]
• What Morgan did today that put her in the mindset for success [36:35]

• A Smart Girl's Guide: Money
• University of Nevada Reno
• Western Undergraduate Exchange

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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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Tucker Bryant is a nationally renowned poet and keynote speaker. He spent a decade between Stanford and Google and learned something striking: Even people on the cutting edge of innovation struggle to take risks.

We all want to step out of our comfort zones, but our instinct to protect that unconscious comfort suffocates our creativity. We disengage from our work and our ability to lead is stunted.

Tucker's experience in Silicon Valley has driven him to pursue the answer to one question: How can we tear down the comfort zones that keep businesses from writing their best poetry?

Tucker delivers keynote performances that reveal how the poet's keys enable leaders to overcome universal barriers to change and unlock the doors to innovation in the areas that need it most.

Listen to this episode to learn how Tucker uses poetry to engage entrepreneurs and help them write their best happily ever after(s).

• Learn more about renowned poet Tucker Bryant [3:07]
• Why Tucker brands himself as a poet [4:15]
• Why words can be a powerful medium [6:04]
• Using words to motivate and inspire [9:32]
• How to step outside of your comfort zone [12:18]
• Five ways to move beyond your fear [19:42]
• Use your "flaws" to create your own narrative [22:55]
• How to listen to the world around you [27:54]
• Tucker shares an impactful piece of poetry [30:33]
• What Tucker did today that bought him joy [34:36]

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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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Jacklyn Collier is the co-founder and CEO of the Bundle Game, an actress, and a podcaster. Jacklyn grew up in an athletically inclined family but couldn't manage to make the starting lineup of the basketball team that her parents coached.

They encouraged her to find other interests, so she channeled her creative energy into acting. She has appeared in regional theater, off-broadway, and in TV and film. Jacklyn, aka "Jacks" in the Christmas movie world, Jacklyn appeared in the CBS Christmas movie, "Fit for Christmas," played the best friend in "The Engagement Plot," and was in Hallmark Channel's "Love, Fall & Order."

She had the opportunity to showcase her talents as the producer and co-host of Hallmark Channels' official podcast, "The Bubbly Sesh," and is often a guest on podcasts in the rom-com world.

She is also the co-founder of a custom board game company called "Bundle" which she started with her sister. In this episode of Mitlin Money Mindset®, Jacklyn shares her passion for creativity and how she's used it to create opportunity.

• Learn more about Jacklyn Collier [3:16]
• The origin of the Bubbly Sesh podcast [6:34]
• Jacklyn's advice for getting a meeting [10:55]
• How Jacklyn's board game came to be [16:10]
• How to turn your book into a movie [21:42]
• Why building a community matters [26:40]
• What's next for Jacklyn Collier? [31:36]
• What Jacklyn did today that brought her joy [33:11]

• The Bubbly Sesh podcast
• The Hallmark Channel
• The Bundle Game
• BuildOn

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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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Elsie Escobar is a die-hard podcast junkie who lives, breathes, and works the medium (and has since 2006). Elsie was one of the first podcasters to use audio to teach yoga. Her yoga class has now been downloaded over 4 million times.

Elsie is also the Director of Community and Content at Libsyn. She's worked with hundreds of podcasters to help them produce better shows and learn about the fast-moving podcasting space. She cultivated an engaged community through Libsyn's official podcast, "The Feed," which she co-hosts and produces.

Elsie co-runs the largest community for women in podcasting with a corresponding podcast, "She Podcasts," to empower women to share their voices while creating a community of education and support.

Listen in for some great takeaways about the world of podcasting. Elsie shares some great advice for aspiring podcasters to create podcasts—and communities—that makes an impact.

• Learn more about Elsie Escobar [3:48]
• Why Elsie chose to podcast [9:38]
• What does "Libsyn" mean? [13:16]
• The Director of Community and Content role [16:04]
• What's next for the podcasting community? [18:50]
• How to grow your podcast community [22:21]
• What makes a good podcast guest (or host)? [26:57]
• Elsie's advice for aspiring podcasters [31:33]
• What the podcasting experience has taught Elsie [34:28]
• What Elsie did today that put her in the right mindset [36:26]

• She Podcasts
• The Feed

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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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Erin Wood is the Senior Vice President of Financial Planning and Advanced Solutions at Carson Group. She began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin.

She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties.

Being a local girl at heart, Erin decided to sell her practice and move back to the Omaha area so she could be closer to her family and so she could help people from the community that shaped who she is today.

Her work in Omaha continued as a Private Client Advisor for a regional firm, where she was quickly asked to create and lead her own financial planning team. The success in this venture along with her continued passion for helping others led Erin to her career with Carson Wealth Management.

Erin holds a Certified Financial Planner designation as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.

Listen in for some great takeaways about Erin's journey to becoming a Senior Vice President at Carson Group and hear her thoughts on the future of the financial planning profession.

• Learn more about Erin Wood and her journey to SVP [3:43]
• How Erin's family influenced her financial literacy [6:02]
• The "smiling and dialing" days of our profession [10:16]
• How the financial planning profession has evolved [12:14]
• Why Erin sold her financial planning practice [14:58]
• What attracted Erin to the Carson Group? [17:53]
• Applying behavioral finance to financial planning [24:07]
• What prompted Erin to share her personal IVF journey? [27:30]
• Why Erin is excited about the future of financial planning [33:00]
• What Erin did today that put her in the mindset for success [38:06]

• FinTok with Dr. Brad Klontz, Episode #46

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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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Sonya Dreizler is the Co-Founder of the financial services diversity tech platform, "Choir," as well as a speaker and author focused on fostering candid conversations about gender and race in financial services. She seeks to amplify the voices of women and people of color in finance.

Sonya is a sought-after speaker for national financial services conferences, writes for Morningstar, and is the author of the acclaimed "Do Better Series" about sexual harassment, assault, and discrimination in financial services.

She is a former financial services CEO with two decades of industry experience. She is a respected leader, practical thinker, and consensus-builder with excellent communication skills.

Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser. She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO.

Sonya is a member of the Racial Justice Investment Coalition and sits on advisory boards for several industry events, initiatives, and companies. Listen in for some great takeaways about the impact Sonya and Choir are making on the financial services profession.

• Learn more about Sonya Dreizler and her career [3:37]
• What is CHOIR? What are their objectives? [8:13]
• What caused Sonya to break away from the corporate mold [11:55]
• Why the "Do Better" series was created [17:21]
• Why having these conversations is critical [21:05]
• How can you become an ally? [24:15]
• Sonya's hope for the future of the profession [30:52]
• What Sonya did today that brought her joy [32:20]

• The Do Better Series

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• 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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Tiffany Blackmon is a nationally recognized chef, podcast host of "My So-Called Fabulous," and an influencer, cookbook author, mother, wife, daughter, and friend. She is lovingly referred to as the "Mother of the People" by those who know and love her. And to know Tiffany is to love Tiffany.

Tiffany decided to make a shift in her career in 2019. She began dipping her toes into the world of lifestyle influencing, blogging, and podcast hosting. Tiffany's podcast is now her full-time passion project. She shares all things food, fitness, interiors, beauty, and fashion.

Tiffany started this journey as so many came to her for advice and her deep desire to connect with people. She shares her experience and knowledge to hopefully help both women and men.

Listen in for some great takeaways about turning your passion into a successful entrepreneurial venture.

• Learn more about Tiffany Blackmon and her brand [4:29]
• What sparked Tiffany's interest in entrepreneurism [7:47]
• How the My So-Called Fabulous podcast came to be [9:25]
• What Tiffany hopes people will take away from her podcast [13:40]
• What platforms have been the most effective to grow her brand? [15:06]
• How Tiffany suggests people start learning how to cook [18:50]
• Why television wasn't the right path for Tiffany [23:04]
• What Tiffany learned from Holocaust survivor Charlotte Plotsky [23:56]
• Tiffany's advice for those who want to turn their passion into a business [28:20]
• What Tiffany did today that put her in the right mindset for success [32:17]

• Chopped with David Noll, Episode #66
• Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork

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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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Eric is the founder of the BOLDMEN Adventures, Mentors on Mission, and the host of the "Eric Rogell Talks with Warriors, Lovers, Kings, and Heroes" podcast. Over the last 20+ years, Eric has shared his hard-earned wisdom with audiences, inspiring and guiding thousands of ambitious men and women to find their purpose and passion in life.

He is a highly sought-after renowned speaker whose presence, personality, and approachability gave captivated audiences around the world. He's interviewed hundreds of celebrities, athletes, entrepreneurs, military veterans, and more. He gets them to dive deep into their stories and the lessons, challenges, and triumphs they've experienced.

Eric has collected a treasure trove of insights that paint a picture of what great leaders are made of—and how critical it is to have strong influential mentors to guide us. Eric's passion for helping business leaders achieve their dream lives and legacy—both professionally and personally—is fueled by a commitment to unleash greatness in others. Listen in for some great takeaways about the importance of mentorship and how to tap into your purpose and passion.

• Learn more about Eric Rogell and his mission [3:14]
• Why having a mentor is so pivotal to so many [6:40]
• What to look for in a mentor [10:48]
• How to create a mentorship program [20:15]
• How mentorship benefits company culture [24:49]
• How to find your passion and purpose [29:44]
• What Eric did today that brought him joy [34:58]

• The Best Mentorships Help Both People Grow

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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