Mitlin Money Mindset

Today's guest on the Mitlin Money Mindset™ is Warren Goldberg. He's the President of Mortgage Wealth Advisors, Inc. and a Certified Mortgage Planning Specialist®. He also is a published author. Warren is a recognized mortgage expert who is frequently sought after by homebuyers, realtors, CPAs, and attorneys for his knowledge, advice, and guidance. Warren has a reputation for developing long-term relationships with his clients and for staying in touch long after the closing. His clients regularly express their trust and appreciation by recommending friends and family. Warren has helped thousands of clients own their homes, refinance their mortgages, restructure their debts, and invest in real estate. He's a true consultant and a gentleman.

• How did Mortgage Wealth Advisors, Inc. come to be? [2:04]
• What is a Certified Mortgage Planning Specialist® and why is that important? [4:17]
• What are the benefits of somebody using a mortgage advisor vs big banks [6:24]
• Steps that first time home buyers should take before looking to buy a home [12:14]
• Important factors to consider when looking at a mortgage [16:20]
• The mindset & driving factors when it comes to the length of a mortgage [19:23]
• Rates are at all-time lows, what does this mean to a buyer? [24:19]
• What Warren did today that put him in the right mindset for success? [28:10]

• Call Mortgage Wealth Advisors, Inc. at (516) 584-7218

• Their website
• On Twitter
• On Yelp
• On Facebook
• On YouTube

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
• https://mitlinfinancial.com
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Today's guest on Mitlin Money Mindset™ is Nina Grinstead. Nina is the owner and publicist of Valentine PR and Literary Management. While in college romance books— although not on the official curriculum— were her favorite subject and continue to be today. Nina began her career as a corporate and nonprofit media specialist. In 2012, her professional and personal life collided. Nina began blogging as a new wave of romantic fiction swept the literary world. Her knowledge of social media and her passion for promoting authors led her to a boutique public relations firm as a publicist where she learned the industry inside and out. Now Nina heads her own firm and is thrilled to utilize the full force of her knowledge and contacts to bring happily ever afters to wider audiences everywhere. Listen to this episode for some great tips and actionable ideas for any business to up their PR game.

• The path that led Nina to start Valentine PR & Literary Management [2:10]
• Where Nina's passion for romance books started? [5:38]
• Has self-publishing had a major impact on your business in any way? [7:44]
• Staying focused on the romance genre [10:56]
• The top 3 biggest changes in the industry since Nina started in 2012 [12:47]
• What's the next tool that's going to be used by this industry? [15:34]
• What a business owner or author should think about in regards to PR? [18:21]
• Challenges when dealing with artistic type clients [19:40]
• One thing a business owner can do to up their PR game [21:56]
• What Nina did today that put her in the right mindset for success? [25:25]

• Valentine PR & Literary Management's website
• On Instagram Valentine and Nina
• On Facebook Valentine and Nina

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
• https://mitlinfinancial.com
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Today's guests on the Mitlin Money Mindset™ are Jon Ledecky co-owner of the New York Islanders and Len Potter part of the ownership group for the Seattle Kraken. Jon and Len have known each other for over 30 years and now are in the unique position of owning franchises that are part of the National Hockey League. Len and his team at the Kraken are in the process of putting together a team that will experience great success in the 2021-2022 season. While Jon and the New York Islanders are looking to return a rich tradition of winning to their franchise. Both are in the process of constructing new arenas and are passionate about the game of hockey and their local communities. Their respective franchises and arenas are so much more than just that, they're going to be pillars for the community. Listen in as Len and Jon share their passion for the game of hockey, the Peconic Hockey Foundation, their fans, and their communities.

• Jon & Len's paths to becoming owners of NHL Franchises? [2:12]
• What was it that drew them to hockey? [4:01]
• How these teams are helping expand and grow the game of hockey? [6:38]
• Why is Peconic Hockey Foundation and having a rink on the East End important [12:10]
• What are your respective arenas going to have to serve their fan base? [17:51]
• Their favorite parts of their new arenas [24:15]
• The next steps for Len & Jon's organizations [33:19]
• What do they see for the future of hockey and the growth of the game [40:55]
• What Len did today that put him in the right mindset for success? [46:32]
• What Jon did today that put him in the right mindset for success? [47:05]

• Donate to the Peconic Hockey Foundation
• Peconic Hockey Foundation

• Their websites Seattle Kraken and New York Islanders
• On Instagram Seattle Kraken and New York Islanders
• On Twitter Seattle Kraken and New York Islanders
• On Linkedin Seattle Kraken and New York Islanders
• On Facebook Seattle Kraken and New York Islanders
• On YouTube Seattle Kraken and New York Islanders

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
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Today's guest on the Mitlin Money Mindset™ is Dr. Christine Moutier, the Chief Medical Officer of the American Foundation for Suicide Prevention (AFSP). Christine knows the impact of suicide firsthand. After losing colleagues she dedicated herself to fighting this leading cause of death. She has testified before the US Congress and provided multiple congressional briefings on suicide prevention. She has also presented to the White House, spoken at the National Academy of Sciences, and co-anchored CNN's Emmy award-winning Finding Hope a suicide prevention town hall. Dr. Moutier is the go-to expert in the area of suicide for virtually every news outlet and publication. Suicide prevention and mental health is an area of great importance to me after losing my brother-in-law in 2004. I thought there would be no better way to highlight Mental Health Awareness Month than to have Christine on the show.

• Christine's path to the AFSP organization [2:12]
• What can people do to care for their mental health? [3:43]
• Are there things that parents can do to help their kids' mental health? [7:19]
• How has technology affected people and their mental health? [12:30]
• How AFSP does and does not assist those who are affected by mental illness? [16:14]
• Have research & studies helped mental health and suicide prevention? [21:31]
• What is going on with the suicide rate? [25:50]
• Something for everyone! Getting involved with AFSP [30:19]
• What Christine did today that put her in the right mindset for success? [35:17]

• CNN's Emmy award-winning Finding Hope
• Ursula Whiteside's Now Matters Now
• Project 2025
• Christine's COVID article in JAMA
• Walk for, Volunteer with, or Donate to AFSP

• Christine on Twitter
• AFSP's website
• AFSP on Instagram
• AFSP on Twitter
• AFSP on Linkedin
• AFSP on Facebook
• AFSP on YouTube

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
• https://mitlinfinancial.com
• Follow on Twitter
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• Subscribe on Youtube
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• Follow on Facebook

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Today's guest on Mitlin Money Mindset™ is Thomas Francis, the owner of The Long Island Airstream Experience. In 2016, he started with the Long Island Cigar and Bourbon Experience, which grew rapidly. Thomas soon added the Long Island Wine and Cheese Experience and the Long Island Beer and Burger Experience. Not only does he bring the food and drink, but he also brings the servers, bartenders, and cooks. His team will bring everything needed for you and your guests to have a great time while remaining safe. Thomas has taken advantage of people wanting to purchase great experiences rather than stuff and turned it into an excellent business. Check out the episode to hear more about what Thomas Francis and The Long Island Airstream Experience have to offer.

• Thomas' background and the path to this business [1:43]
• The options Long Island Airstream Experience offers [3:52]
• Why did Thomas start with these 3 options? [5:52]
• Do people do two experiences at the same time? [7:41]
• Where is the demand, businesses or private parties? [8:42]
• How does the rental work and what does it cost? [10:00]
• Experience over stuff...good for business better for people [12:17]
• The pandemic impact on Thomas' business [14:15]
• Thoughts on having a brick and mortar location [19:02]
• What Thomas did today that put him/her in the right mindset for success? [20:25]

• The websites - TLIAE, Bourbon, Wine, Beer
• On Instagram - Bourbon, Wine, Beer
• On Facebook - TLIAE, Bourbon, Wine, Beer

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
• https://mitlinfinancial.com
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Today's guest on Mitlin Money Mindset™ is "The First Woman of Hockey™", Manon Rhéaume. Manon has quite the resume and at the top of the list is being the first and only female to play in an NHL game, which she did for Tampa Bay Lightning in 1992. She was the first female to sign a contract to play professional hockey and had a six-year professional career in the minor leagues.

As a member of Team Canada, Manon led the team to a silver medal at the 1988 Olympic Games in Nagano, the first year that women's hockey was an official Olympic sport. Talk about breaking barriers in sports, Manon smashed through them! She was a pioneer in paving the way for women in professional sports and now she is sharing her experiences and helping girls everywhere realize they can do it as well. She's doing that through her book, Breaking the Ice, and she's currently working on a feature-length biopic Between the Pipes outlining her journey to the NHL. I am always excited to talk with people who have helped the game of hockey and Manon is one of those that's had a huge impact.

• Manon's path to the NHL [2:48]
• Did Manon think she could make it to the NHL? [4:34]

• The impact Manon's story has had on hockey [9:31]
• How hockey is becoming more inclusive? [11:57]
• Women opening doors with their abilities and not their gender [13:11]
• Adversity is a good thing, being a hockey parent and coach [18:59]
• The lockerroom message Coach Manon is giving to her U12 girls [24:30]
• A little about the book & movie about Manon [27:11]
• The Manon Rhéaume Foundation [29:38]
• What Manon did today that put her in the right mindset for success? [32:06]

• New book Breaking the Ice
• Between the Pipes movie
• The Quebec International Pee-Wee Hockey Tournament

• Her website
• On Instagram
• On Twitter

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
• https://mitlinfinancial.com
• Follow on Twitter
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Today's guest on Mitlin Money Mindset™ is Agathe Assouline, CEO, and co-founder of Red Velvet NYC, a gourmet baking kit delivery service that helps both novice and expert bakers pull off culinary feats in their home kitchens. Red Velvet NYC is often referred to as the Blue Apron of dessert. The idea for the company was born out of a strong passion for baking and Agathe's love of bringing people together over homemade food. Agathe and Red Velvet NYC have been a hit since coming onto the scene in 2015. If you are a family that likes baking or wants to give it a try check them out. We have used her company for gifts for our own clients and it's always been a great experience.

• What led Agathe and her sister to launch Red Velvet NYC [2:02]
• How do you come up with the next great item to create a baking kit for? [5:02]
• Why eggs aren't included in the kits, it's not just the obvious reason [9:57]
• What's been the most beneficial way to attract new business? [12:00]
• How has the pandemic affected business? [16:52]
• Red Velvet's charitable components [19:08]
• What Agathe Assouline did today that put her in the right mindset for success? [22:57]

• Meal kit companies Home Chef, Blue Apron, Plated

• Their website
• On Instagram
• On Twitter
• On Pinterest
• On Facebook

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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

• https://mitlinfinancial.com
• Follow on Twitter
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Our guest on this episode of Mitlin Money Mindset™ is Tracey Suppo, CEO, and co-founder of Book+Main, an online platform that connects romance authors with readers. Tracy's 25-year marketing career spans, fashion, cosmetics, live entertainment, and real estate. Prior to co-founding Book+Main, she held the position of vice president of marketing at a national commercial real estate firm for 18 years. Her clients included GE, Sunoco, BP, 7-Eleven, and many more. Tracey took her passion for reading romance books and her success as a marketer and combined them to form Book+Main which has had great success in a relatively short period of time. If you are interested in reading romance or simply looking to get tidbits about marketing or building a business... listen carefully!

• Tracey's path to founding Book+Main [2:15]
• What's Book+Main all about? [6:09]
• The advantages Book+Main offers to readers and authors. [7:42]
• Is Book+Main for romance only or is there an expansion in the future? [11:57]
• Cultivating a safe community for the romance reader? [15:02]
• What you can learn from Tracey's journey [21:00]
• What Tracey did today that put her in the right mindset for success? [25:10]
• How Tracey is keeping comradery alive with an entirely remote team [26:11]

• bookandmain.com

• On Instagram - Tracey, Book+Main
• On Twitter - Tracey, Book+Main
• On Linkedin - Tracey
• On Facebook - Tracey, Book+Main
• On YouTube - Book+Main
• On Pinterest - Book+Main

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
• https://mitlinfinancial.com
• Follow on Twitter
• Follow on Instagram
• Subscribe on Youtube
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Today's guest on Mitlin Money Mindset™ is John Miller, President, and CEO of the Guide Dog Foundation and America's VetDogs. Under John's leadership, the nonprofits have seen expansive growth, national recognition, and public awareness. These have resulted in both an upsurge in demand for their services and significant revenue increases. During Miller's tenure, the organization has placed the most guide and service dogs with people with disabilities in their history. In addition, America's VetDogs became the home of Sully, service dog to the late President George H.W. Bush. Sully now serves at Walter Reed National Military Medical Center as a member of the facility dog program.

• What drew John to the nonprofit line of work? [1:54]
• How many dogs are paired each year and how Covid has affected everything [6:48]
• Stories of how service dogs change people's lives [9:20]
• Who and where the organizations serve [11:43]
• Ways people can get involved [13:52]
• How economic conditions are having effects on other areas of the nonprofit? [16:28]
• What John Miller did today that put him/her in the right mindset for success? [20:33]

• www.guidedog.org
• www.vetdogs.org

• On Instagram Guide Dog Foundation for the Blind, America's VetDogs
• On Twitter @JohnMillerNY, Guide Dog Foundation for the Blind, America's VetDogs
• On Linkedin John, Guide Dog Foundation for the Blind, America's VetDogs
• On Facebook Guide Dog Foundation for the Blind, America's VetDogs
• On YouTube Guide Dog Foundation for the Blind, America's VetDogs

• podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
• https://mitlinfinancial.com
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Today's guest on Mitlin Money Mindset™ is Dani Fava. As the Head of Strategic Development, Dani works closely with Envestnet, Inc.'s business, product, and client-facing teams to advance and accelerate the firm's strategic vision. Dani draws on more than 15 years of wealth management and technology experience to identify and prioritize transformative opportunities for enabling financial advisors to provide essential advice in a rapidly evolving marketplace. Dani was also responsible for launching TD Ameritrade's voice-first capabilities, which deploy conversational AI for communicating with advisors. She was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019.

• A career move and what Dani is set to accomplish. [2:46]
• What are some of the biggest changes coming down the pike? [5:28]
• How do you see changes in technology changing the overall client experience? [8:52]
• How expectations have changed and why we can never go back [12:48]
• Is there any way to forecast what technologies will and won't stick around? [15:36]
• Is there a place to stay up to date on tech advancements? [18:36]
• Being a woman in TWO male-dominated fields [20:52]
• What Dani did today that put him/her in the right mindset for success? [24:56]

• Envestnet
• Fund Rise
• Rally
• Wired
• MIT
• CB Insights

• On Twitter @ENVDani
• On Linkedin

Please note that returns from some alternative investments involve a high degree of risk and you may lose all or a portion of your investment. Rally Rd and Fund Rise are not endorsed by CWM, LLC

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative 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
• 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