Mitlin Money Mindset

Ron Carson is not only the Founder and CEO of The Carson Group—but he was also the first guest on the Mitlin Money Mindset™! Ron has a tenacious focus on serving clients' best interests, a relentless pursuit of excellence across every activity, and a burning desire to learn, grow intellectually, and innovate.

Ron is a celebrated and respected financial advisor in the industry. Investopedia ranked Ron #5 in the Top 100 Financial Advisors! He's a sought-after speaker and investment strategist. He's also a nationally acclaimed best-selling author, his most recent book being "Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future."

Listen to this episode of Mitlin Money Mindset™ for some great takeaways about leadership, the future of financial planning, and why mental health is important to living your best life.

• How the Carson Group has evolved since 2020 [4:25]
• How Ron sees the future of financial planning [6:53]
• Dissecting Ron's partnership with Bain Capital [12:40]
• What does the "Find Your Freedom" tagline mean? [15:16]
• Partnering with the American Foundation for Suicide Prevention [21:24]
• Maintaining a thriving culture at the Carson Group [24:35]
• The RIA model and the value it adds to those we serve [32:14]
• Why Ron writes down the name of people he wants to work with [36:10]
• Ron's advice for listeners who feel stuck in a rut [39:34]
• What brought Ron joy and put him in the right mindset for success [43:23]

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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Sergeant Kevin Briggs is the founder and CEO of Pivotal Points. Kevin is a retired highway patrol sergeant who spent many years patrolling the Golden Gate bridge. He encountered numerous individuals clinging to life by a thread. These individuals had lost hope and couldn't see a way out of their current situation.

They were ready to jump off the bridge to end their pain and hopelessness. One of the people Kevin Briggs saved was Kevin Berthia, a previous guest on the Mitlin Money Mindset™. Throughout his career, Briggs' compassion, gentle voice, eye contact, and innate ability to listen encouraged more than 200 individuals not to jump.

Kevin earned the nickname, "Guardian of the Golden Gate." Briggs retired early and has dedicated his life to promoting mental health awareness across the world through his organization, Pivotal Points. He trains people in suicide prevention, de-escalation, and negotiation techniques. Listen in for some great takeaways about how to listen to understand and Kevin's impact on the world.

• Learn more about Kevin Briggs and why he founded Pivotal Points [3:33]
• How his experience saving Kevin Berthia's life impacted him [5:54]
• How training for first responders has evolved over time [8:00]
• How family members reaching out to Kevin has impacted him [12:17]
• Why Kevin cares so strongly about suicide prevention [13:41]
• What Kevin wants people to know about suicide prevention [15:11]
• How to identify if someone is struggling with suicidal ideation [16:06]
• Kevin shares why it's so powerful to "listen to understand" [21:41]
• What you can do today to improve your mental health [24:27]
• The next big thing on the horizon for Kevin Briggs [28:19]
• What brought Kevin joy and put him in the mindset for success [28:59]

• The reMarkable 2

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Briggs, a retired California Highway Patrol sergeant, spent many years patrolling the Golden Gate Bridge. While on patrol, he encountered numerous individuals clinging to life by a thread – individuals who had lost hope and could see no way out of their current situation - ready to jump off the bridge to what they assumed was a sudden death and ending of their pain and hopelessness.

Briggs, through his compassion, gentle voice, eye contact, and his innate ability of "listening to understand" encouraged more than 200 individuals over his career to not end their life, but to begin a new chapter.

These challenging but rewarding efforts earned him the nickname "Guardian of the Golden Gate." After spending 3 years in the United States Army, 3 years with the California Department of Corrections and 23 years with the California Highway Patrol, Briggs retired to dedicate his life to promote mental health awareness across the globe through Pivotal Points, an organization he founded.

Today, Briggs is mapping a movement as he speaks and trains others in suicide prevention, de-escalation, and negotiations. He shares his "Listening to Understand" skills followed up with key active listening points and discusses in depth his own personal mental health struggles.

Briggs spends the majority of his time speaking/teaching at conferences, community events and seminars worldwide. His first book, Guardian of the Golden Gate: Protecting the Line Between Hope and Despair, was released in July 2015. A series of Wellness workbooks are currently in production and will debut in 2022.

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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Kevin Berthia is a suicide survivor and prevention advocate who was born with a genetic depression disorder. At age 22, he attempted to take his life by jumping from the golden gate bridge. It wasn't until 8 years later at the American Foundation for Suicide Preventions Lifesaver's Gala that he was reunited with the officer who talked him back to safety.

Since then, his story of hope has touched audiences around the world. He's shared his story with magazine outlets along with local and national news stations. His story was even featured on the Steve Harvey show.

Kevin points out that no one is more acutely aware of the darkness that surrounds suicide than those who have walked in its shadow. Listen in for some great takeaways about Kevin's life-changing event and how he is helping others who suffer in silence, giving them a voice of hope.

• Learn more about Kevin and the Kevin Berthia Foundation [3:14]
• The impact of Officer Kevin Briggs saving Kevin's life [6:54]
• Kevin's words to those who are struggling and feel alone [10:57]
• What is the mission of the Kevin Berthia Foundation? [17:20]
• Why it's important for people to feel heard and understood [19:26]
• How telling his story has impacted Kevin personally [24:10]
• Easy things people can do to focus on improving mental health [26:10]
• What's up next for Kevin Berthia, the next big thing? [29:50]
• What brought Kevin joy and put him in the right mindset for success? [31:21]

• American Foundation for Suicide Prevention
• The Confess Project

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Kevin Berthia is a suicide survivor and prevention advocate. Kevin was born with a genetic major depression disorder. In 2005, at the age of 22, Kevin attempted to take his own life by jumping from the Golden Gate Bridge. It wasn't until 8 years after his attempt that Kevin was reunited with the officer who talked him back to safety. Since then, Kevin's story of HOPE has touched a diverse group of audiences all around the world. Kevin has had the opportunity to share his story with several magazine outlets along with local and national news stations.

Kevin's story was also featured on the Steve Harvey Show. The photo of him standing on the cord was front page of the San Francisco Chronicle and placed on the 75 most iconic photos of the 21st Century. Kevin believes that having attempted suicide plays a major role in the prevention of additional suicides. No one knows more about the darkness that surrounds suicide than those who have walked in its shadow.

Mission: The Kevin Berthia Foundation was started and created to give those individuals that suffer in silence with both undiagnosed and diagnosed mental health conditions a voice of hope.

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 guests are Brooke and Jaimie DiPalma, Co-Founders and Directors of P.S. I Love You Day. They created P.S. I Love You Day after they lost their father to suicide. Brooke recalls her father saying, "I love you" the day he died, to which she responded "I love you" back. With the help of her high school classmates and family, she created PS I Love You Day.

P.S. I Love You Day seeks to bring awareness to mental health and decrease bullying. Participants are asked to wear purple, stand up against bullying, help end depression, and work to prevent suicide. The hope is to walk around your community and see a sea of purple. P.S. I Love You Day is about making others feel special, loved, and reminded that they're not alone. Listen in for some great takeaways about how Brooke and Jaimie turned a family tragedy into a mission to help others.

• Why Jaimie and Brooke founded P.S. I Love You Day [3:04]
• The ultimate goal of P.S. I Love You Day [5:41]
• How they measure the impact of their organization [8:28]
• The significance of the color purple [11:06]
• How their work has impacted them personally [13:06]
• What it means to never be alone [17:56]
• The evolution of the mental health conversation [21:06]
• Brooke and Jaimie's advice for someone who needs help [26:00]
• How to get involved with P.S. I Love You Day [29:37]
• What's next for Brooke, Jaimie, and PS I Love You Day [32:22]
• What Brooke and Jaimie did that brought them joy [35:08]

If you or someone you know are struggling with suicidal ideation, Text HOME to 741741 to reach a volunteer Crisis Counselor or call 988.

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Brooke is the co-founder and director of P.S. I Love You Day, Inc., a non-profit organization focused on mental health awareness and suicide prevention. She is also a Reporter and Booking Producer for Yahoo Finance, covering the food sector and mental health. She graduated magna cum laude from Marist College where she studied journalism, public relations and political Science.

Jaimie DiPalma is the co-founder and director of P.S. I Love You Day, Inc., a non-profit organization focused on mental health awareness and suicide prevention. She is also a Special Education Teacher for the Sachem Central School District on Long Island.

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. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.

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Chris Van Tassel is the co-founder of J. Rockett Audio Designs. Chris and Jay Rockett created their business to provide the best guitar effects for players worldwide. They are both long-time session musicians with decades of experience in the recording industry.

After years of being dissatisfied with what was available in the market, they decided to try and create products that satisfied their need for tone. J. Rockett Audio designs cover every aspect of tone—overdrives, distortions, delays, modulation, fuzzes, and buffers.

They're passionate about the touring and player community. Listen in for some great takeaways about Chris's entrepreneurial journey and stories about his experiences.

• Learn all about Chris Van Tassel and his path to founding J. Rockett [3:16]
• When Chris got to experience the life of a rockstar [9:02]
• What led Chris to become an entrepreneur in the music space [11:42]
• Correlations between being a musician and being an entrepreneur [16:33]
• The idea behind J. Rockett Audio Designs and the Rockett pedal [18:25]
• How J. Rockett uses influencers to promote their pedals [21:58]
• Chris's favorite experiences as an entrepreneur [25:18]
• Who is Chris's favorite band/performer and why? [27:20]
• What's next for Chris Van Tessel and J. Rockett Audio Designs? [28:54]
• What brought Chris Joy and put him in the mindset for success [32:47]

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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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Nkrumah Pierre is the Managing Director of Business Development and head of the Friends of the Firm program at EisnerAmper. After he joined in 2017, he continued to build on the success of the current program by training and leveraging high-potential management groups and the partner group at the firm.

He uses his skills as a "Master Connector" to develop new business opportunities both for and from the network. He provides coaching and training to the ambassador team in networking, relationship-building, and sales techniques and strategy. Leveraging the skills and talents of colleagues creates greater participation, leads to the building of business development skills, and more prospect opportunities arise.

Listen to this episode of Mitlin Money Mindset™ for some great takeaways about Nkrumah's journey as a master connector at a major accounting firm and how he connects those he knows in both business and personal life.

• Nkrumah's path to Director of Business Development & Head of Friends of the Firm
• Learn more about EisnerAmper and the niche they serve [4:43]
• Learn about the Friends of The Firm Program [9:33]
• What does it mean to be a "Master Connector?" [15:37]
• What is the mindset needed to be a Master Connector? [19:32]
• Why every business needs to have a Master Connector [23:50]
• How being a CPA helps Nkrumah as Director of Business Development [29:15]
• Making an impact as a Black man in an accounting firm [32:33]
• What are the next big things up for Nkrumah Pierre? [41:05]
• What Nkrumah did today that brought him joy [43:55]

• EisnerAmper

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Nkrumah Pierre is a Director of Business Development and head of the Friends of the Firm program (FoF) at EisnerAmper. He provides support to clients seeking to hire accounting, finance and human resources executives. In addition, through the FoF program, Nkrumah will offer a unique support experience for FoF members by providing job search support, job opportunity referrals, networking assistance and coaching.

Prior to joining the firm, Nkrumah was the founder and CEO of Pierre Lee Group, a boutique consulting firm that offered executive business development and strategy guidance, thought leadership event curation, diversity and inclusion advisory, and career coaching consulting. He has worked for national executive search firms and built an expertise in matching qualified candidates with hiring organizations.

Nkrumah is a frequent speaker before professional organizations, and recently presented at the Accounting Finance Show, a major conference and exhibition in New York. He is the former co-chair of the Apollo Theater's Young Patrons Board and currently serves as an advisor and a past honoree of The Network Journal's "40 Under Forty" Professionals of Color.

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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Kristofer Healey is the owner and CEO of The Secure Entrepreneur. He founded the company to help business owners improve their fiscal health by changing their habits to eliminate risk and reduce exposure to fraud.

But before becoming an entrepreneur he was a Special Agent with the Department of Homeland Security. He spent over 15 years in federal law enforcement as a top-secret clearance holder. He conducted large-scale multi-defendant fraud investigations and high-risk tactical investigations both domestically and overseas.

Kristofer is a subject matter expert on telefraud whose criminal investigative work has been featured in national media profiles, most notably his work investigating India-based call center networks targeting American citizens. Listen in for some great stories about Kristofer's journey in entrepreneurship and how you can protect yourself and your business.

• [2:49] How Kristofer became The Secure Entrepreneur
• [4:50] The craziest things Kristofer's seen on the US-Mexico Border
• [9:35] Dismantling the largest telefraud scam in the United States
• [13:16] How to protect yourself and your business from telefraud
• [17:03] What is the "Sheepdog Mindset" and how can you use it?
• [22:58] Common ways entrepreneurs are exposed to potential fraud
• [27:20] Prevent yourself from being a victim of fraud by being vigilant
• [31:22] How Kristofer's handling the shift from Special Agent to entrepreneur
• [33:34] What's the next big thing happening in Kristopher Healey's world?
• [34:22] Cracking the largest tele-fraud case in US history
• [35:53] What brought Kristofer joy and put him in the right mindset for success?

• America's Dirtiest Cops: Cash, Cocaine and Corruption on the Texas Border
• Campside Media Podcast: Scam Likely

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CocoVinny Alvidar is an inventor, zero-waste educator, and CEO of CocoTaps. After founding a variety of business ventures over the past 20 years, CocoVinny will spend the rest of his career as The Chief Coconut-In-Charge at CocoTaps.com.

It all started after Vinny broke one of his Dad's expensive knives trying to open a coconut. He realized there was nothing on the market that offered a no-mess, no-stress way to drink from a coconut that is ocean-safe compostable. No bottles, no cans, no pollution—just fresh tapped coconuts. It's all about partnering with mother nature with great taste and zero waste.

His goal is to disrupt the status quo and innovate the coconut hydration industry by tapping into resorts, retail, theme parks, and cruise ships. Any places that currently serve artificial plastic packaged and processed coconut water will soon become Coco Taps customers.

CocoVinny has even been featured on The Profit and Shark Tank. Listen in for some takeaways about the journey of an entrepreneur and his passion to create a company that will produce zero waste while hydrating the world.

• [3:36] Learn all about CocoVinny and how he got where he is today
• [5:31] What it was like to be in the Shark Tank
• [7:16] What CocoVinny learned from Marcus Lemonis on The Profit
• [11:50] How EOS Worldwide has helped his business
• [14:25] CocoTaps zero-waste philosophy
• [15:56] What is a CocoTap and how do you use it?
• [17:36] Where CocoVinny's positive attitude stems from
• [19:02] Why CocoVinny became an entrepreneur
• [22:58] Why belief is CocoVinny's biggest currency
• [23:53] Why CocoVinny committed to his name
• [25:12] CocoVinny's biggest mindset tip
• [28:45] The next big thing for CocoTaps
• [30:53] What CocoVinny did that brought him joy

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Eco-Inventor and Zero Waste Educator and Speaker recently featured on #TheProfit on CNBC and ABC hit TV Show Shark Tank.

CocoVinny has founded and funded a variety of business ventures over the past 20 years. CocoVinny will spend the rest of his career as The Chief Coconut-In-Charge at CocoTaps.com.

Coco Taps is the world's first patented #zerowaste coconut water removal system with ocean safe, backyard compostable Taps, making coconut water fun convenient and better for the planet.

Coco Taps has created the zero waste ultimate vacation beverage B2B distribution that's now in most major 5 star resorts, juice bars, restaurants, and often part of music festivals in Las Vegas and beyond. Our goal is to disrupt the status quo and innovate the coconut hydration industry by tapping into resorts, retail, theme parks, and cruise ships. Any places that currently serve artificial plastic packaged and processed coconut water will soon become Coco Taps customers.

It all started one day when CocoVinny broke his dad's expensive knife while trying to open a coconut. After much research, he realized there was nothing on the market offering a no mess, no stress way to turn a coconut into an all-natural, drinkable & resealable container. Bottled and canned drinks for me never justified all natural taste of coconut water. This is how Coco Taps was born!

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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Eddie Zamora is the founder and owner of "The Yum Yum Foodie," host of the "Kill the Bottle" podcast, and TV Judge on "Dinner Takes All." Dinner Takes All was produced by Keller/Noll, the creators of the Food Network shows, "Chopped" and "Chopped Junior." David Noll was also our guest on episode #66.

Eddie is also a social media influencer, with over 180,000 Instagram followers. His fans follow him for honest and entertaining reviews and recommendations for the best and worst places to eat, drink, and stay around the world. A visit from The Yum Yum Foodie can help a business explode. Eddie is a die-hard foodie who has created a lucrative career on social media and TV. Listen in for some great takeaways about influence in the social media world.

• [3:42] How Eddie became an accidental entrepreneur
• [6:25] Where Eddie's love of cooking came from
• [8:42] How Eddie came up with the name "The Yum Yum Foodie"
• [11:02] How a visit from The Yum Yum Foodie can impact a business
• [14:03] How Eddie became a judge on "Dinner Take All"
• [18:48] How coffee became a significant influence in Eddie's life
• [22:39] How Eddie pivoted because of Covid to stay relevant
• [28:38] How to succeed as an influencer in the food space
• [31:14] What's up next for Eddie Zamora?
• [32:47] What Eddie did that put him in the mindset for success

• Dinner Takes All
• The Kill the Bottle Podcast
• Chopped with David Noll, Episode #66

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Brant Menswar is the CEO and Founder of Booky Call, a best-selling author, and speaker. Brant is a retired rockstar with 20 years of experience in entertainment who doubles as a book marketing genius. He was named one of the country's "Top 10" motivational speakers. His books and Top 200 podcast, "Thoughts That Rock," expand on his ground-breaking work around values-based leadership described as "disarmingly simple and incredibly powerful."

Passionate and engaging, Brant encourages audiences to discover their Black Sheep Values® and move forward with deliberate intention. His interactive and entertaining ways of defining what matters most enable audiences to develop the skills necessary to perform at the highest level. Listen in for some great takeaways about Brant's entrepreneurial venture, Booky Call, and learn how he connects with others to feel inspired and find purpose.

• [2:43] Why Brand created Rock Star Impact and Booky Call
• [5:53] Does Brant use Rockett Pedals?
• [6:53] How Brant became a motivational speaker
• [9:01] You don't find purpose—you choose purpose
• [11:57] How do you determine your "Black Sheep Values?"
• [15:16] Why your "Flock of 5" must be nourished every day
• [22:12] The concept of "Date a Book"
• [25:38] Why Brant loves people who live life on their own terms
• [30:01] Why music affects people in a powerful way
• [32:14] Brant's favorite conversations from his podcast
• [34:08] The next big things happening in Brant's life
• [36:04] What Brant did that put him in the mindset for success

• The "Find Your Black Sheep" Assessment
• Brant's book: Black Sheep
• The Black Sheep Website
• How's the Culture in Your Kingdom? by Dan Cockerell

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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.

• podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
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