Mitlin Money Mindset

Mitlin Money Mindset

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Mitlin Money Mindset episodes

  • Up Close with Ryan Detrick: Trends, Insights and Why RIA? , Episode #110

    Ryan Detrick is Carson Group's Chief Market Strategist. He is responsible for advancing Carson's Investment Research team, delivering market insights, and expanding the firm's investment platform. Beyond this, he provides research and guidance that drives growth for the more than 130 Carson partners who collectively manage $20 billion in assets.

    As a Carson partner firm, Mitlin Financial and myself are happy to have him aboard. His strong relationships and expertise help enhance Carson's industry-leading investment management offering and further the firm's mission of being the most trusted for financial advice.

    Ryan has spent more than 20 years working in the financial markets. Early in his career, he spent more than a decade at Schaeffer's Investment Research. Ryan regularly shares his insights on national broadcast outlets such as Yahoo! Finance, CNBC, FOX Business, and Bloomberg TV and radio.

    Listen in for some great takeaways about the work taking place at Carson Group and what Ryan brings to the firm, the families we serve, and the profession as a whole. HINT: It's a whole lot of fun.

    You will want to hear this episode if you are interested in...
    • Learn more about Ryan Detrick and his role at Carson Group [3:08]
    • Why Ryan is passionate about the work being done at Carson Group [5:00]
    • Why Ryan is drawn to the Registered Investment Advisor (RIA) model [9:30]
    • Why Ryan thinks it's important to make commentary for investors fun [12:34]
    • Why your source of information and advice is important to consider [19:13]
    • How Ryan believes wealth management will shift over the next few years [21:25]
    • How FinTech is going to help advisors serve the families they work with [25:46]
    • Ryan's advice for young financial advisors getting started in their careers [29:45]
    • Why Ryan believes it's important to be active on social media in his role [35:14]
    • What Ryan did that brought him joy and put him in the right mindset for success [38:52]

    Resources & People Mentioned
    • Carson Group
    Connect with Ryan Detrick
    • The website
    • On Twitter
    • On Linkedin
    Bio

    Ryan Detrick serves as Carson's Chief Market Strategist. In his role, he is responsible for advancing Carson's Investment Research team, delivering market insights and expanding the firm's investment platform. Beyond this, he provides research and guidance that drives growth for the more than 130 Carson partners who collectively manage $20 billion in assets.

    Prior to Carson, Ryan spent six years at LPL Financial, most recently serving as their Chief Market Strategist. At LPL, he was responsible for managing more than $70 billion in AUM, along with research and writing for advisors. He also led the LPL Market Signals podcast, their YouTube channel, and their research blog.

    Originally from Springfield, Ohio, Ryan has spent more than 20 years working in the financial markets. Early in his career, he spent more than a decade at Schaeffer's Investment Research. He has a Chartered Market Technician (CMT) designation, a bachelor's in finance from Xavier University, and an MBA from Miami University. Ryan regularly shares his insights on national broadcast outlets such as Yahoo! Finance, CNBC, FOX Business and Bloomberg TV and radio.

    His strong relationships and expertise help enhance Carson's industry-leading investment management offering and further the firm's mission of being the most trusted in financial advice. Ryan, a lifelong Cincinnati Bengals fan, resides in Ohio with his family. In his free time, he can be found coaching his two boys in various sports. He enjoys traveling to new places and eating at any – and all – restaurants.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    43 min
  • The Sock Queen Lisa Riggs: Lleveraging LinkedIn to build a successful business, Episode #109

    Lisa Riggs is the founder and CEO of Spirit Sox USA. Known as the "Sock Queen," Lisa founded her company to make a difference in the world with each pair of customized socks. By collaborating with her customers to design unique socks and incorporating their branding, Lisa has found a niche that allows her to use her background in fundraising, HR, and management.

    As a mom of two college-aged children, Lisa has been involved in fundraisers for a variety of their activities and sports. After creating a sock fundraiser for her daughter's school, Lisa realized this success could be replicated in other businesses and Spirit Sox USA was born. Lisa has helped hundreds of businesses with branded socks that can be sold, provided as a corporate gift, or offered as a customer giveaway.

    Spirit Sox USA helps customers make positive impacts across their audiences with fun and customizable gear. Listen to this episode of Mitlin Money Mindset™ for some takeaways about Lisa's journey as an entrepreneur and the incredible ways she strives to give back to her community.

    You will want to hear this episode if you are interested in...
    • Learn more about "Sock Queen" Lisa Riggs [3:11]
    • How Lisa earned the title "The Sock Queen" [4:52]
    • Lisa's journey to becoming an entrepreneur [7:16]
    • Learn more about Lisa's company, Spirit Sox USA [12:11]
    • How Lisa leverages LinkedIn to grow her brand [15:38]
    • Using her teaching personality to help others [18:47]
    • How Lisa's authenticity has helped her business grow [20:55]
    • Fighting the objectification of women on LinkedIn [25:21]
    • Why it's important to have non-negotiables in your life [28:34]
    • What's happening next for Lisa and Spirit Sox USA [31:12]
    • What Lisa did today that brought her joy [31:53]
    Resources & People Mentioned
    • The Entrepreneurial Operating System (EOS)
    Connect with Lisa Riggs
    • The website
    • On Linkedin
    • On Facebook
    • On Pinterest
    Bio

    Lisa Riggs, known as the Sock Queen, is the founder of Spirit Sox USA, a company focused on making a difference in the world with each pair of its customized socks. By collaborating with her customers to design unique socks and incorporating their branding, Lisa has found a niche that allows her to use her background in fundraising, HR, and management.

    As a mom of two college-aged children, Lisa has been involved in fundraisers for a variety of their activities and sports. After creating a sock fundraiser for her daughter's school, Lisa realized this success could be replicated in other businesses and Spirit Sox USA was born. To date, Lisa has helped hundreds of businesses with branded socks that can be sold, provided as a corporate gift, or offered as a customer giveaway.

    Lisa, a lifelong resident of California, has been married for 25 years and has two college-age children. With two dogs, a 30-year-old box turtle, and an active lifestyle, Lisa and her family enjoy spending time at the beach, going hiking, and playing sports.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    36 min
  • Leveraging Social Media to Build Your Business: Insights from Kura Home's Daniel Felt, Episode #108

    Daniel Felt is the Founder and CEO of Kura Home. Daniel grew up on a hobby farm and began working for the small family business starting at a young age. At age 16, he helped his parents build their dream home, learning everything from concrete pouring to siding installation.

    After studying business at Bethel University, he worked for several years in the business and home service industry. As a General Manager, he saw that there was a huge need for busy homeowners to have their home maintenance taken care of in a professional manner. This discovery left him to establish Kura Home.

    Daniel has a growth-oriented mindset and is working hard to scale his business rapidly. He has surrounded himself with a leadership team that motivates him to pursue large goals for the company. Listen in for some great takeaways about Daniel's entrepreneurial journey and pushing yourself to continuously innovate.

    You will want to hear this episode if you are interested in…
    • Learn more about Daniel Felt and Kura Home [3:17]
    • How Daniel's past work experience impacted Kura Home [11:23]
    • Kura Home's effective social media marketing strategy [14:44]
    • How Kura home uses influencers to help expand the business [18:34]
    • How Daniel built a culture that is customer-centric [23:20]
    • Handling hiring during these challenging times [26:42]
    • Utilizing accountability and transparency in team meetings [29:04]
    • What Daniel believes is the key to the success of Kura Home [31:52]
    • The #1 lesson Daniel has learned as an entrepreneur [34:45]
    • The next big things for Daniel Felt and Kura Home [36:19]
    • What brought Daniel joy and put him in the right mindset for success [37:19]
    Resources & People Mentioned
    • Business Harmony with EOS with Mitchell York
    Connect with Daniel Felt
    • The website
    • On Instagram
    • On Twitter
    • On Linkedin
    • On Facebook
    • On YouTube
    Bio

    I grew up on a hobby farm and began working for the small family business starting at a young age. At age 16, I helped my parents build their dream home on the farm, learning everything from concrete pouring to siding installation. After studying business at Bethel University, I worked several years in the business and home service industry. As a General Manager, I saw that there was a huge need for busy homeowners to have their home maintenance taken care of in a professional manner, and, thus, Kura Home was established.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    42 min
  • Discovering the Magic: Dr. Mark's Insights and Experiences at Disney, Episode #107

    Today's guest is Dr. Mark Penning, Vice President of Disney Animals, Science, and Environment for Walt Disney Parks and Resort. He oversees animal care and environmental initiatives around the world and leverages field conservation initiatives supported by the company. His team shares inspirational stories and experiences of nature and animals with theme park resorts and guests.

    He is a trained Veterinarian who owned and operated a veterinary and wildlife relocation business in South Africa before joining Walt Disney Parks and Resorts. He specialized in the treatment of birds and reptiles and has done surgical work on lions, elephants, and a host of other animals. Listen in for some great stories about his adventures caring for some of the world's most precious animals.

    You will want to hear this episode if you are interested in...
    • [3:11] Learn more about Dr. Mark Penning and his passion for animals
    • [7:58] Dr. Mark shares about his role at Disney
    • [10:56] How Gino the Gorilla impacted Dr. Mark
    • [18:13] The gorilla orphanage in Rwanda and the DRC
    • [20:52] How bees keep elephants from destroying crops
    • [25:06] Disney's efforts that protect the planet
    • [28:50] The importance of captive breeding programs
    • [33:42] Dr. Mark's love for his personal animals
    • [38:27] What listeners can do to protect wildlife
    • [42:11] What Dr. Mark did that brought him joy
    Resources & People Mentioned
    • Disney Theme Parks
    Connect with Dr. Mark Penning
    • On Instagram
    • On Linkedin
    Bio

    Dr. Mark Penning oversees animal care and environmental initiatives for Disney Parks, Experiences and Products at our sites around the globe. Mark is based at Disney's Animal Kingdom, and also leads the teams responsible for Disney field conservation efforts to protect wildlife and wild habitats around the world, and the responsible portrayal of animals and nature in Disney film and television productions.

    Mark is a veterinarian by training, with a special interest in wildlife. He previously served as CEO of the South African Association for Marine Biological Research in Durban, South Africa - a non-profit organization dedicated to marine research and conservation. He has served as President of the World Association of Zoos and Aquariums, an organization based in Barcelona representing the premier zoos and aquariums around the world. He sits on the board of the Dian Fossey Gorilla Fund International, and is a Trustee of Wild Welfare, a UK-based animal welfare organization.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    47 min
  • Taking A Bite Out of Entrepreneurship with Dr. Marc Adelberg, Episode #106

    Today's guest is Dr. Marc Adelberg, founding and Senior Partner of Adelberg Montalvan Pediatric Dental. When not seeing patients, he acts as the CEO/visionary for the team. He and his team are doctors of EOS—the Entrepreneurs Operating System—and credit a great deal of their growth to its principles.

    As a board-certified pediatric dentist, Dr. Marc has been delivering outstanding pediatric dentistry since 1998. He received his undergraduate education from the University of Albany, majoring in psychology, and his dental education from the University of Buffalo. He completed a two-year residency in pediatric dentistry at Montefiore Medical Center, the hospital for the Albert Einstein College of Medicine. Listen in for some great takeaways about Dr. Marc's journey as a dentist, entrepreneur, and visionary.

    You will want to hear this episode if you are interested in...
    • Learn more about Dr. Marc Adelberg and his practice [3:38]
    • How Dr. Marc named his current pediatric dental practice [8:59]
    • How Dr. Marc's love for Disney World has shaped his practice [11:49]
    • When Dr. Marc uncovered the idea of core values and their importance [16:35]
    • Learn what Dr. Marc's "Core value shoutouts" are [27:36]
    • How Dr. Marc uses the Kolbe score in his practice [33:30]
    • The entrepreneurial mindset makes Dr. Marc different [35:48]
    • How Dr. Marc grew his practices in a competitive environment [40:44]
    • What Dr. Marc did today that put him in the right mindset for success [45:28]
    Resources & People Mentioned
    • The E-Myth Revisited
    Connect with Dr. Marc Adelberg
    • The website
    • On Linkedin
    • On Facebook
    • On YouTube
    Bio

    Dr. Marc Adelberg has been delivering outstanding pediatric dentistry since 1998. He received his undergraduate education from the University of Albany, majoring in psychology, and his dental education from the University of Buffalo. He completed a two-year residency in pediatric dentistry at Montefiore Medical Center, the hospital for the Albert Einstein College of Medicine, graduating in 1998. He is a board-certified pediatric dentist.

    "Dr Marc" has also been trained and certified with Vivos Therapeutics, an integrated medical and dental sleep disordered breathing center. Additionally, he has been trained on both the Hoya Con Bio and Biolase dental lasers, as well as PBM lasers. Also, he has trained at the Academy for Sports Dentistry.

    "Dr. Marc" can also be seen on the lecture scene. Nationally, he has lectured at the American Academy of Pediatric Dentistry (AAPD), the Dental Entrepreneurial Organization (DEO), and the Association of Dental Support Organizations (ADSO). Locally he has lectured to residents at pediatric dental residencies as well as mommy-and-me groups, pre-schools, nursery schools, kindergarten, and pre-natal hospital groups.

    He is the founding and senior partner of Adelberg Montalvan Pediatric Dental and Orthodontics. When not seeing patients, he acts as the CEO/visionary for the team.

    "Dr Marc" is also a trained coach for young entrepreneurs.

    He was raised on Long Island and maintains a home with his wife and family of three children there.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    51 min
  • Understanding the Path and Pitfalls: Insights from College Hockey Inc, Episode #105

    Today's guest is Mike Snee, the Executive Director of College Hockey Inc. He is a talented hockey executive with experience in amateur hockey and the NHL. Mike is College Hockey, Inc.'s Executive Director and guides their marketing efforts to promote men's college hockey and its work to help grow the number of institutions offering the sport.

    Mike spent nine years with Minnesota Sports & Entertainment, the parent company of the NHL's Minnesota Wild. He served stints as Director of Corporate Sales and Director of Ticket Sales and worked closely with college hockey as the Xcel Energy Center hosted the annual WCHA Final Five and the 2002 NCAA Frozen Four.

    Mike was part of one of the most successful sponsorship groups in the NHL and helped spearhead the creation and execution of Hockey Day in Minnesota in 2007, a state-wide celebration of the game. Listen in for some great takeaways about Mike's journey in the sport of hockey and how he is impacting the growth of college hockey as a Division I sport.

    You will want to hear this episode if you are interested in...
    • Learn more about Mike Snee and College Hockey Inc. [3:28]
    • What parents of youth hockey players need to know [8:38]
    • The biggest mistake teenage hockey players make [12:35]
    • Why the path to professional hockey is different [17:50]
    • How young hockey players can get noticed by NCAA coaches [22:44]
    • Where to get more information about the NCAA rules [27:30]
    • A verbal commitment vs a national letter of intent [28:44]
    • 93% of male hockey players earn a college degree [31:20]
    • What student-athletes need to know about Name, Image, and Likeness [37:25]
    • The landscape around scholarships for college hockey players [40:53]
    • What brought Mike joy and put him in the right mindset for success [42:50]
    Resources & People Mentioned
    • NCAA Student Athlete Eligibility
    Connect with Mike Snee
    • The website
    • On Instagram
    • On Twitter
    • On Linkedin
    • On Facebook
    • On YouTube
    Bio

    A talented hockey executive with experience in amateur hockey and the NHL, Mike Snee was named College Hockey, Inc.'s Executive Director on Aug. 28, 2012. In this role he guides College Hockey Inc.'s marketing efforts to promote NCAA Division I men's college hockey and its work to help grow the number of institutions offering the sport.

    Snee is a member of the USA Hockey Board of Directors and serves on USA Hockey's Junior Council. He is also a member of the U.S. Hockey Hall of Fame Board of Directors and is on the Board of Directors with the Minneapolis Youth Hockey Association.

    Snee joined College Hockey Inc. from Minnesota Hockey, where he spent four years as the Executive Director. During Snee's tenure with Minnesota Hockey he led the creation of a strategic plan to ensure the long-term growth of the sport in Minnesota.

    Prior to joining Minnesota Hockey, Snee spent nine years with Minnesota Sports & Entertainment, the parent company of the NHL's Minnesota Wild. He served stints as Director of Corporate Sales and Director of Ticket Sales and worked closely with college hockey as the Xcel Energy Center hosted the annual WCHA Final Five and the 2002 NCAA Frozen Four.

    Snee was part of one of the most successful sponsorship groups in the NHL and helped spearhead the creation and execution of Hockey Day in Minnesota in 2007, a state-wide celebration of the game. Previously he led the initial ticket sales efforts for the expansion Wild, which produced a season-ticket base of 16,000.

    Snee, a 1991 graduate of the University of St. Thomas in St. Paul, Minn., started his sports business career as an intern with the Minnesota North Stars and also worked for the NBA's Minnesota Timberwolves and the Minnesota Moose of the now-defunct International Hockey League.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    47 min
  • Turning Your Passion into a Business: Insights from WhiskyCast's Mark Gillespie, Episode #104

    Mark Gillespie is the host and executive producer of WhiskyCast and founding partner of CaskStrength Media. Now in its 17th year, WhiskyCast is the world's longest-running whiskey podcast series, enjoyed by listeners in over 180 countries. Mark has developed WhiskyCast into a worldwide online community, providing complete news coverage of the whiskey industry.

    Mark is a veteran journalist with four decades of experience in broadcast and online journalism and was awarded Communicator of the Year honors in the 2021 Whisky Magazine Icons of Whisky Awards. He has also been inducted into the Kentucky Distillers Association's Order of the Writ for his contributions to whisky-focused journalism.

    Listen to this episode of Mitlin Money Mindset™ for some great takeaways about Mark's journey from journalist to entrepreneur, great whiskey recommendations that you may want to try, and what he thinks the future of the whiskey industry looks like.

    You will want to hear this episode if you are interested in...
    • Learn more about Mark Gillespie and WhiskyCast [3:10]
    • How WhiskyCast has grown since its conception in 2005 [8:32]
    • The most interesting thing Mark has learned about Whiskey [10:33]
    • How Mark's HappyHourLive Webcast came to be [12:53]
    • How beginners can expand their whiskey palette [15:07]
    • Why Mark doesn't have a favorite whiskey—yet [21:40]
    • Mark's whiskey collection is his personal library [23:11]
    • What does the future of the whiskey industry look like? [27:45]
    • The story behind Mark's custom desk [30:13]
    • What's up next for Mark Gillespie in 2022? [31:35]
    • What brought Mark joy and put him in the mindset for success [32:33]
    Resources & People Mentioned
    • AnCnoc Peter Arkle Limited Edition Whiskies
    • Uncle Nearest Premium Whiskey
    Connect with Guest
    • The website
    • On Instagram
    • On Twitter
    • On Linkedin
    • On Facebook
    • On YouTube
    Bio

    Mark Gillespie is the host and executive producer of WhiskyCast, now in its 17th year as the world's longest-running whisky podcast series. WhiskyCast provides whisky lovers with news and interviews from the world of whisky each week, and has been produced on location in more than 15 different countries.

    Mark is a veteran journalist with four decades of experience in broadcast and online journalism, and was awarded Communicator of the Year honors in the 2021 Whisky Magazine Icons of Whisky Awards.

    He has also been inducted into the Kentucky Distillers Association's Order of the Writ for his contributions to whisky-focused journalism, and has been recognized for his work by the Society of Professional Journalists, the Spirited Awards, the Academy of Podcasters Awards, the Drammies Awards, the Alaska Press Club, and the Houston Press Club. He is a former president of the Alaska Press Club.

    Mark and his family own CaskStrength Media, and are based in the charming, yet regrettably dry town of Haddonfield, New Jersey.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    37 min
  • Behind the Success of Stacking Benjamins with Joe Saul-Sehy, Episode #103

    Joe Saul-Sehy is the creator and co-host of the Stacking Benjamins show and co-author of "Stacked: Your Super Serious Guide to Modern Money Management." He was a financial advisor for 16 years and represented American Express and Ameriprise in the media.

    He fully admits that he was a money disaster before putting his financial house in order. He was "The Money Man" at Detroit Television WXYZ TV. He's appeared online in 200+ places like CNBC and The Wall Street Journal.

    The Stacking Benjamins Show was called the "Best Personal Finance Podcast" by Kiplinger. Lifehacker listed the show as one of the top 10 of 2021. Joe and the SB team have won five

    Plutus Awards and the Academy of Podcasters "Best Business Podcast" award (beating well-known shows like The Tim Ferriss Show, How I Built This, and Gimlet's StartUp).

    Listen in for some great takeaways about Joe's journey to creating one of the most successful podcasts to date and how following his passions have led to great success.

    You will want to hear this episode if you are interested in...
    • How an English major ended up in personal finance [3:46]
    • What Joe means when he says he was "living a sham" [9:28]
    • Why Joe sold his practice at age 40 (while managing $60 million) [18:34]
    • What Joe wants readers to get out of his book, "Stacked" [21:42]
    • Why Joe believes we need as many voices as possible in personal finance [28:25]
    • Learn more about Joe's podcast, "Stacking Benjamins" [32:00]
    • What Joe believes it takes to be a successful podcaster [36:00]
    • Why story-telling is such a powerful medium to convey information [38:08]
    • What Joe did that brought him joy and put him in the mindset for success [44:06]
    Resources & People Mentioned
    • Stacked: Your Super Serious Guide to Modern Money Management
    • The Hardy Boys Detective Handbook
    • The E-Myth Revisited
    • The Richest Man in Babylon
    Connect with Guest
    • The website
    • On Instagram
    • On Twitter
    • On Linkedin
    • On Facebook
    • On YouTube
    Bio

    Current board member at large of The Plutus Foundation. Former board president and Board Member of Partnership For The Pathway.

    While Joe's "money expert story" includes being a former financial advisor (16 years) and representing American Express and Ameriprise in the media, his real story is how he was a money disaster in his early life, pulled his financial house into order, and left his business at age 40 to pursue an entirely different path.

    Joe was the "Money Man" at Detroit television WXYZ-TV, appearing twice weekly. His advice has appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He's also appeared online in more than 200 different places, including CNBC.com and WSJ.com.

    The Stacking Benjamins Show was called the "Best Personal Finance Podcast" by Kiplinger. Lifehacker listed the show as one of the top 10 of 2021. Joe and the SB team have won five Plutus Awards and the Academy of Podcasters "Best Business Podcast" award (beating well-known shows like The Tim Ferriss Show, How I Built This, and Gimlet's StartUp).

    The Stacking Benjamins Show is created in Joe's mom's basement in Texarkana, Texas, where Joe lives with his spouse Cheryl and their cat Cooper.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    49 min
  • From Hits to Business Success: DC Glenn on Building a Brand with 'Scoop There It Is, Episode #102

    DC Glenn is the CEO of a Digital Marketing Company, CLG Investments Inc. You might know him as "DC the Brain Supreme" of Tag Team, who made music history with his multi-platinum hit single and album, "Whoomp There It Is." You'll likely also remember him from the popular Geico commercial, "Scoop There It Is."

    DC is a talented musician, producer, DJ, marketer, and businessman. He excels at voice acting and is one of the top urban voices for Apple's iTunes radio. He worked from the ground up to develop a rewarding business and is strengthening his enterprise.

    DC is passionate about empowering, educating, and leaving a legacy of inspiration behind for anyone who hopes to succeed in the music industry. Listen for some great takeaways about how this legendary musician created one of the biggest records ever recorded and embraced the life of an entrepreneur.

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

    You will want to hear this episode if you are interested in...
    • Learn more about DC Glenn/DC the Brain Supreme of Tag Team [3:14]
    • What it feels like to have one of the biggest records ever recorded [8:36]
    • Was the song in Mighty Ducks used with their permission? [16:01]
    • How DC fought his way back to success with "Scoop There It Is" [19:52]
    • Where DC's hard-working and hustling mindset originated [23:57]
    • How being a voice-over artist moved DC's career forward [30:55]
    • The next big thing that's in the pipeline for DC Glenn [38:44]
    • What DC did that brought him joy and put him in the mindset for success [40:51]
    Learn more about DC Glenn/DC the Brain Supreme of Tag Team

    DC met Steve Rowland in High School and ended up in a band together. DC sang in a choir and played the piano and trumpet. He saw a turntable and mixer at a high school dance and knew he'd become a DJ. One of the first songs he wrote, "Whoomp There It Is," became one of the biggest records ever recorded. It went platinum in a month-and-a-half.

    DC notes that he made bad decisions from a lack of experience. Sadly, he got into a legal battle when his record company went bankrupt. Another record company bought them out of bankruptcy, but DC lost the rights to his music in the mess. He vowed that would never happen again. He learned what the case was about, how to craft a motion, and how to find someone to take his case.

    They went through 50 motions to get his lawsuit into court. He put together a discovery file with every piece of information they had. He learned that things will happen and you can't get mad—you just have to be prepared. So he's dedicated his life to helping educate other artists so they don't make the same mistakes.

    DC forged ahead and created his own way

    In 2003, Will Ferrell was dancing to his song in the movie, "Elf." DC knew he had an evergreen product and a forever hit record. He knew it was up to him to get his money. Shortly after, he became a licensed commodities broker. He worked at three firms while still DJing at clubs. His record company had depleted his money, so he had to work. It's how CLG Investments Inc formed.

    He worked with someone at Edward Jones to invest his money. They crafted a plan to take his money and start putting it into SEP IRAs, Roth IRAs, hedge funds, etc. It worked. It elevated his investing IQ. He continued to use his song—even though he wasn't making any money from it—to get shows, commercials, etc.

    Listen to learn how DC is constantly innovating and educating himself to further his career.

    How DC Glenn fought his way back to success with "Scoop There It Is"

    In August 2020, his agent called him and told him that he had booked a Geico commercial. He thought she was messing with him until he checked his phone and saw the message. His agents made this commercial the most lucrative deal he's ever made. The commercial was cast perfectly and they had an amazing time.

    But he landed the commercial in the middle of the Covid pandemic and he couldn't find a publicist that would take him on. So he joined The Public Relations Society of America the week of the Super Bowl. He was on a podcast with the CEO and asked if a press release was still relevant. He shared his commercial on that podcast and it changed his life forever.

    How being a voice-over artist moved DC's career forward

    DC notes that the pandemic was the best thing that ever happened to him. He started doing voiceover work in 2009 and struggled. 10 years later, he tried again. Now he does voiceovers for commercials, promos, animated movies, and trailers. Now, he's getting 10 requests for auditions a day. He gets booked instantly. He started taking acting classes and booked his first national commercial for Pizza Hut in February 2020.

    DC learned that in life there are no mistakes and missed opportunities. Sometimes in life, you're just not ready. He does amazing things because someone told him that he couldn't. He continues to prove them wrong. He prepares for everything and seeks to become a master. He views obstacles as opportunities.

    Listen to learn more about DC's entrepreneurial journey and the mindset that keeps him forging ahead!

    Resources & People Mentioned
    • Scoop There It Is Video
    Connect with DC Glenn
    • The website
    • On Instagram
    • On Twitter
    • On Pinterest
    • On Linkedin
    • On Facebook
    Bio

    Recently featured in the fun Auto Insurance Commercial for Geico the 90s

    classic Reel School HIP HOP due TAG TEAM is back on TOP. Bursting onto the scene with their TOP OF THE POPS hit and automatically became one of those songs that stick in your head. "Whoomp! (There It Is)." The track quickly climbed to #1 on the Billboard Hot R&B charts in just 14 days.

    The song continues to appeal to admirers who were raised in the '90s and appeals to new enthusiasts of every era as it is recognised as a true symbol of the time. "Whoomp! (There It Is)" has been showcased in world-class nationwide ad campaigns as well as in Hollywood hit motion pictures and television series

    DC Glenn and Steve thrive on hooking up with brand new fans who have discovered them via viral Facebook posts and appreciate seeing their blissful faces when they listen to the song performed live. Tag Team pioneers DC The Brain Supreme and Steve Rolln stay dedicated to entertaining fans and delivering an old-school hip-hop blowout to hotspots around the world.

    In addition to their consistent old school performing schedule, both DC Glenn and Steve Rolln are also sought-after international speakers. A professional voice artist and actor, DC Glenn is represented by the People Store Agency in Atlanta and frequently talks on the challenges of the music industry. Steve Rolln, a talented music producer who regularly looks for fresh talent, addresses sophisticated ways of getting into the industry. Both DC Glenn and Steve are sought-after presenters at music training seminars, law colleges and universities, and entertainment industry events.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
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    Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

    46 min
  • Reading with Your Kids: Tips and Strategies for Building a Love of Books, Episode #101

    Jed Doherty is a former licensed social worker who is known around the world as Jedlie. He's brought a magical message of caring and community to millions of hearts through on-stage performances at schools, libraries, and churches throughout the US.

    In 2017, Jedly launched the "Reading with Your Kids" podcast to help families grow closer through reading. It introduces parents, caregivers, and educators to authors of all genres of children's literature. The podcast has been downloaded on every continent on the planet—including Antarctica. It was nominated for the best kids and family podcast by iHeart radio and received an AVA digital award.

    Past guests include LeVar Burton, Kate DiCamillo, Jerry Spinelli, and hundreds more. Listen in for some great takeaways about the power of reading and how it can positively impact your family for generations.

    You will want to hear this episode if you are interested in...
    • Learn all about Jed Doherty [2:51]
    • From social work to podcasting [5:26]
    • Why reading with your kids is so important [7:18]
    • How Jed selects authors to appear on the podcast [13:41]
    • What led Jed to travel the country and speak at schools [17:09]
    • What does it mean to be an educational clown? [21:54]
    • How his anti-bullying work has impacted kids [23:19]
    • What's happening next for Jed Doherty? [27:12]
    • What out Jed in the right mindset for success [29:16]
    Connect with Jed Doherty
    • The website
    • On Instagram
    • On Twitter
    • On Linkedin
    • On Facebook
    Bio

    Jed Doherty is a former licensed, certified social worker who is known throughout the World as Jedlie! Starting in 1983 Jedlie has brought a magical message of caring and community to millions of hearts through his on stage performances at schools, libraries and churches throughout the United States and Puerto Rico.

    In 2017 Jedlie launched the Reading With Your Kids Podcast. He knew that his relationship and the ongoing conversations he has with his now adult kids began decades ago while reading together. The podcast's mission is to help families grow closer through reading.

    edlie introduces parents, care givers and educators to authors of all genres of Children's Literature. Since it's debut the podcast has published over 1350 episodes. The show has been downloaded to hundreds of countries throughout the World and has been downloaded to every continent on the Planet, including Antarctica!

    The show was nominated for the iHeartRadio Best Kids & Family Podcast Award and received an AVA Digital Award. Past guests include some of the most influential authors in the World including LeVar Burton, Kate DiCamillo, Jerry Spinelli and hundreds more.

    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.

    Connect With Mitlin Financial
    • podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
    • https://mitlinfinancial.com
    • Follow on Twitter
    • Follow on Instagram
    • Subscribe on Youtube
    • Follow on Linkedin
    • Follow on Facebook

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

    33 min

About Mitlin Money Mindset

From the publisher's feed

Hosted by Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®, this podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY.

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