Mitlin Money Mindset

Matt Halloran is the Co-Founder & CRO of ProudMouth. Matt Halloran and Kirk Lowe co-founded ProudMouth to help you sell less and advise more by amplifying your influence over a growing audience of magnetically attracted fans who'll chase you down instead.

To date, their team has produced over 4,000 podcast episodes and over 50,000 social media posts in one of the most highly regulated industries––financial services.

A former business and life coach to top advisors, Matt has helped advisors understand how to create trust and build rapport before they've ever even met a prospect or center of influence.

Matt has combined his extensive knowledge and expertise in business and coaching with one of his passions: podcasting. Matt has hosted and been on over 1,000 podcasts.

He's also the host of ProudMouth's podcasts, the "Top Advisor Marketing Podcast", where he shares marketing strategies tailored for advisors and connects with top industry leaders, and "Be Your Own Loud," which features amazing people who've gained influence by being unapologetically themselves.

Listen in for some great takeaways about how you can be your own loud and magnetically attract fans to your business. Who doesn't want that?

• Learn more about Matt Halloran and ProudMouth [3:40]
• What Matt attributes the success of his partnership to [5:24]
• Why they named the company "ProudMouth" [8:31]
• Why podcasting is an effective marketing tool [11:30]
• The best way to ensure your podcast is shareable [13:49]
• How to find the right guests for your podcast [16:42]
• Matt shares their #1 success story [19:25]
• How to start a podcast (and stop overthinking it) [22:24]
• Why great marketing takes time [27:50]
• If you are yourself, you have no competition [31:40]
• What Matt did today that put him in the mindset for success [34:35]

• PodRocket Academy

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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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Captain Paul Watson is a marine wildlife conservation and environmental activist and the founder of the Capital Paul Watson Foundation. He was also one of the founding members and directors of Greenpeace, one of the most recognized conservation organizations in the world. In 1977, he left Greenpeace and founded the Sea Shepherd Conservation Society.

Captain Watson has spent over 50 years at sea fighting illegal operations intent upon destruction and death, impacting all species in the sea from phytoplankton to Great Whales. He has shut down hundreds of illegal activities around the planet, saving hundreds of thousands of lives.

Captain Watson has never changed his outlook, dedication, courage, and imaginative thinking toward grinding effective solutions for the seemingly impossible problem of how we defend and protect life in the sea.

He is arguably the most prolific and successful marine life conservationist of our time. Listen in for some great takeaways about Captain Waton's journey as a marine wildlife and environmental activist and his mission to make the world a better place.

• Learn more about Captain Paul Watson and his mission [4:02]
• Why Captain Watson was motivated to co-found Greenpeace [4:39]
• Why Captain Watson founded the Sea Shepherd Conservation Society [6:01]
• Sea Shepherd has become a decentralized global movement [8:54]
• Captain Watson's experience looking into the eyes of a whale [10:31]
• How the TV show "Whale Wars" is cultivating awareness [15:15]
• Using aggressive non-violence to save countless endangered species [16:55]
• Why Captain Watson prefers not to work with governments [21:00]
• The mission of the Captain Paul Watson Foundation [25:25]
• Why is a healthy ocean so critical for the survival of this planet? [26:54]
• The companies that actually support ESG and climate initiatives [30:42]
• What Captain Watson has learned from decades in conservation [32:19]
• How you can get involved in Captain Watson's mission to save the planet [33:53]
• What Captain Watson did today that put him in the mindset for success [35:52]

• Greenpeace
• The Sea Shepherd Conservation Society
• The Captain Paul Watson 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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Danielle Kunkle Roberts is a founding partner of Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is the author of the best-selling book, "10 Costly Medicare Mistakes You Can't Afford to Make."

Danielle helps educate Medicare recipients about their supplemental insurance options so that they can confidently choose the plan that best fits them. Policyholders have access to a customer client service team that helps them with Medicare appeals, claim denials, drug exceptions, annual Part D analysis, and much more.

Boomer Benefits specializes in Medicare insurance-related products with more than 50,000 policyholders across the nation. They rank among the top national Medicare supplement producers.

Listen in for some great takeaways about Danielle's journey as an entrepreneur and her mission to educate and help the public make better Medicare decisions that will help them today and onward.

• Learn more about Danielle and why she founded Boomer Benefits [3:18]
• Why Danielle wrote 10 Costly Medicare Mistakes You Can't Afford to Make [7:50]
• Why is Medicare so confusing for the millions of Medicare beneficiaries? [10:12]
• The biggest challenge that new Medicare beneficiaries face [13:10]
• How to prepare for enrolling in Medicare and choose suitable insurance [16:57]
• The tools that exist to help people learn about Medicare [21:39]
• The Medicare enrollment process and the "annual election period" [22:40]
• How much does Medicare cost and what does it cover? [29:13]
• How Danielle grew such a large Baby Boomer following online [34:41]
• Why you need to focus on your people and your processes [39:37]
• What Danielle did today that put her in the right mindset for success [44:00]

• Medicare: https://medicare.gov/
• Social Security: https://www.ssa.gov/
• Set up a Medicare account
• The Medicare Q&A with Boomer Benefits Facebook Group
• 10 Costly Medicare Mistakes You Can't Afford to Make

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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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Michael Lane is the Head of iShares U.S. Wealth Advisory at BlackRock and a member of the US Wealth Advisory and US iShares Executive Committees. Michael has worked with financial advisors for nearly three decades and oversees the development of advisor-xcentric solutions helping advisors build better portfolios.

Prior to joining iShares at BlackRock in 2018, Michael served as the Global Head of Strategic Retirement Initiatives at Dimensional Fund Advisors where he was responsible for the strategic development and global distribution of retirement solutions for one of the world's premier asset managers.

Michael has published three books, including "Secrets of the Wealth Makers," as well as a range of articles on financial planning and advisory practices. He's also a member of the Carson Wealth FinServ Advisory Council and he is kicking off the FinServ Foundation's Next-Gen program—an initiative that will focus on bringing diverse talent to the financial services industry.

He's a fellow Binghamton University alum and serves as an Executive Committee member of the Binghamton University Foundation Board and received the Medal of Distinguished Service in 2019. Listen in for some great takeaways about Michael's journey from Binghamton to BlackRock and how he's making an impact on the profession.

• Learn more about Michael Lane [3:54]
• Michael's favorite memories from Binghamton [6:03]
• The transition from farm life to big city living [9:59]
• What Michael wishes people knew about BlackRock [11:30]
• How to reach people in need of financial literacy [14:55]
• Parents need to instill financial literacy in their kids [20:07]
• Michael has always sought to "Do the right thing" [24:34]
• The intersection between technology and risk [28:35]
• What does "Find your freedom" mean for Michael? [34:09]
• Michael shares how his love for wine became a venture [38:54]
• Why Michael is launching a podcast with his son [41:10]
• What Michael did today that put him in the mindset for success [44:35]

• The NIL Policy
• BlackRock

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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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Today's guest is Sonya Lutter, Ph.D., CFP®, LMFT, owner of EnLite.World, and Director of Financial Health and Wellness at Texas Tech University's School of Financial Planning. Dr. Lutter founded EnLite, a research and training consultancy firm for financial planners and therapists.

Enlite provides research design, data collection, statistical analysis interpretation, customized reports, and training programs for businesses. Their areas of focus include the psychology of financial planning, behavior management, and human capital issues.

Sonya draws upon decades of experience in academia to apply theory to practice. Her developmental work in financial therapy is summarized in Financial Therapy: Theory, Research, and Practice with co-editors Drs. Brad Klontz and Kristy Archuleta.

Listen in for some great takeaways about the intersection of psychology, emotions, and money and why Dr. Lutter believes hiring a financial advisor can lead to happiness.

• Learn more about Dr. Sonya Lutter and her work [2:59]
• How—and why—Dr. Lutter became both a Ph.D. and CFP® [5:14]
• How addiction patterns can be demonstrated in finances [7:01]
• The difference between therapy and psychology [10:49]
• Do most people in therapy need financial therapy as well? [12:58]
• Why every stakeholder needs to be heard and listened to [14:34]
• How financial therapy can help overall mental health [20:20]
• What can you do to alleviate anxiety around money? [22:05]
• The interplay between emotions and money in our lives [25:28]
• Why both partners to understand family finances [28:50]
• Why Dr. Lutter wrote "Want to be happy? Hire a financial advisor" [32:29]
• Is it an advisor's role to introduce core values to their clients? [36:36]
• What Dr. Lutter did today that put her in the right mindset for success? [37:53]

• Dr. Lutter's Research: Financial Therapy: Theory, Research, and Practice
• Dr. Lutter's Article: Want to be happy? Hire a financial advisor

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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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Burt White is the Managing Partner and Chief Strategy Officer at Carson Group. He helps steer the company's strategic focus as a member of Carson's executive board and is a prominent voice and advocate for the independent advisor.

Drawing on decades of industry experience, Burt elevates the firm's opportunities for growth across corporate and investment strategies. He works with Carson's investment team to build and deliver an investment ecosystem that drives growth for the firm's 120 partners, who collectively manage $20 billion in assets.

Burt's excitement to redefine how our industry talks about wealth shines through his work. He believes adaptability is a superpower and is highly motivated to innovate, pioneer, and deliver forward-thinking industry thought leadership.

Burt is passionate about making a meaningful impact in the lives of clients and advisors. Given that passion and his unique talent for client storytelling, he is well-equipped to help our advisors best serve clients and generate new business.

Carson Group Founder and CEO Ron Carson calls Burt a visionary in the industry who understands where the profession is and where it needs to go. Listen in for some great takeaways about Burt's vision for the future of Carson Group and the profession as a whole.

• Learn more about Burt White and what led him to Carson Group [3:31]
• Why Burt came out of retirement to join the Carson movement [5:23]
• Why Burt is passionate about the RIA model [8:41]
• How Burt uses an exercise to demonstrate the power of community [11:33]
• How technology will help advisors improve service and planning [16:25]
• Why Burt believes "The new currency is human" [22:25]
• What Burt wishes the average retail investor knew [26:21]
• Burt's advice for advisors just entering the industry [29:42]
• What Carson Group's "Find Your Freedom" means for Burt [35:07]
• What Burt did today that put him in the right mindset for success [37:27]

• The Power of Moments: Why Certain Experiences Have Extraordinary Impact
• Ron Carson: Blazing A New Path, Episode #2
• Find Your Freedom, Episode #100

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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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Kris McCarthy is the Co-Founder and COO of FanSaves. Kris played seven years of professional hockey and won two Championships before transitioning into the front office. He served as the Director of Sales for Two Minor League hockey teams in 2017. That's when he and Shannon Ferguson came across a pain point that led to the creation of FanSaves.

Kris works with teams and organizations to increase sponsorship sales and fan engagement through their award-winning digital platform. FanSaves allows teams to digitally activate their fans through discounts and deals provided by team sponsors while making fan data and analytics available.

Kris is also the host of a podcast called, "Living the Startup," sponsored by Staples Canada. He's recorded over 75 episodes sharing stories from startup founders from all over the world. Listen in for some takeaways about Kris's time as a hockey player and how he and FanSaves are improving sponsorship and fan engagement in the sports arena.

• Learn more about Kris McCarthy and FanSaves [3:23]
• Kris's favorite story from his time in hockey [6:34]
• How Kris became the GM of a team while playing [9:18]
• What FanSaves is and how it came into existence [11:35]
• How the platform measures sponsorship engagement [16:10]
• Handling innovative technology on their platform [18:02]
• How NFTs might impact the FanSaves experience [19:13]
• Kris's PitchFest experience and what you can learn from it [21:08]
• What Kris has learned from failing forward [24:55]
• What it's like working with his significant other [26:16]
• What Kris did today that put brought him joy [28:00]

• Untold: Crimes & Penalties

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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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Olivia Dreizen Howell is the co-founder of Fresh Starts Registry, the first-ever support registry and resource guide for anyone navigating life changes, including divorce or breakup, moving, career changes, stepping into your truth, or starting again after grief.

When Olivia got married at 26, she didn't think she'd find herself signing divorce papers eight years later. As she stood in her empty house, it dawned on her that we celebrate weddings but never the bravery it takes to restart your life.

Fresh Starts Registry provides curated and researched product bundles and is a go-to source to help you find the basics you need for a fresh start so you can feel confident, proud, and ready to begin again.

Listen in for some great takeaways about Olivia's entrepreneurial journey, navigating life after divorce, and how she founded the Fresh Starts Registry.

• Learn more about Olivia Dreizen Howell and Fresh Starts Registry [3:00]
• Fresh Starts Registry is a Resource Guide and community resource [10:03]
• Why Olivia refers to herself as "The Digital Yenta" [12:10]
• What Olivia means when she says "Divorce is a gift" [14:06]
• How to support someone going through a divorce [15:43]
• Olivia's advice for navigating safely getting out of a bad marriage [20:21]
• How Olivia built the resource guide to help people find their "hype team" [23:38]
• What you can learn from women who've gone through a divorce [26:32]
• What Olivia loves about living in Long Island [30:14]
• What Olivia did today that put her in the right mindset for success [32:38]

• Go to FreshStartsRegistry.com and apply to be an expert!
• The Power of Moments
• Yentalist

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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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Skye Warren is a New York Times bestselling author in the dangerous romance subgenre, and her works include "The Endgame Trilogy." Skye shifted from starving a artist to a successful author and is always looking to share her knowledge and experience with others in the profession.

Skye understands the importance of investing in yourself and your business and turned a $100,000 investment into over $850,000 in sales in one year. She's used her skills to raise money for great causes, most recently for relief and human rights organizations working in Ukraine.

Her books have been featured in Jezebel, Buzzfeed, USA Today, Happily Ever After, Glamour, and Elle Magazine. Listen in for some great takeaways about the business of being a writer and how making an investment in your business can yield fantastic results.

>>>>>>>>>>>>>

• Learn more about bestselling author Skye Warren [2:47]
• Skye explains the subgenre of dangerous romance [4:16]
• What inspired "Nightingale: An Anthology for Ukraine" [12:48]
• Learn how to effectively use Facebook Ads for marketing [17:08]
• How Skye decides how to design her book covers [22:43]
• Why Skye has published with 1,001 Dark Nights [30:26]
• How TikTok has changed the marketing world for authors [31:47]
• How authors can ensure their readers feel appreciated [36:51]
• What Skye did today that put her in the mindset for success [40:55]

• 1,001 Dark Nights with Liz Berry, Episode #83
• Sign up for Skye's Newsletter to get free resources
• PickFu

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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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Jake Kelfer is the founder of "Big Idea to Bestseller." He is a lifestyle entrepreneur, life elevator, and coach to ambitious entrepreneurs and freedom seekers helping them write and launch bestselling books to grow their businesses, boost their credibility, and create a massive impact.

He is a 3x bestselling author, a high-energy motivational speaker, investor, and the founder of the Professional Basketball Combine which has helped 70+ NBA draft prospects turn their dreams of playing pro basketball into their reality. He and his work have been featured in Forbes, Sports Illustrated, ESPN, and many other major media outlets.

Listen in for some great takeaways from Jake's journey as an entrepreneur and how he's helping others fulfill their dream of becoming an author.

• [2:14] Learn more about Jake Kelfer and his businesses
• [7:04] Why you get to decide what success looks like
• [10:00] How Jake landed his job with the Lakers from a networking call
• [15:56] How Jake's job made him realize he was good with people
• [19:53] Why Jake decided to add public speaking to his repertoire
• [22:25] Jake explains the role of an NBA Draft Coach
• [25:25] The idea behind Jake's company, "Big Idea To Bestseller"
• [29:40] Using the "ACE" process to find joy in the process
• [32:18] Why Jake believes it's important to elevate others
• [35:22] Life is about the ability to choose what you want
• [37:50] What Jake did today that brought him joy

• The Infinite Game by Simon Sinek

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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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