Mitlin Money Mindset

Today's guest on Mitlin Money Mindset™ is Sheryl Hickerson, an international speaker on social and digital marketing strategies for financial services organizations and has worked with thousands of professionals to grow the presence of the financial services profession through online platforms.

She is the founder of Females and Finance, a private online membership organization dedicated to fostering the recruitment training and advancement of women in financial service or financial technology roles. Females and Finances' membership has grown to more than 3000 and is rapidly increasing. Cheryl has dedicated her professional life to promoting better networking and diversity initiatives within her community. I am proud to be a member of Females in Finance as a male ally and I am a huge supporter of Sheryl and her efforts.

• What was the genesis of Females & Finance? [2:26]
• Why hasn't there been a network like this before now? [7:42]
• Why is the male ally so important within the network? [10:20]
• What are the top 3 things Sheryl has learned creating this organization? [15:49]
• Sheryl's definition of success for the organization [19:47]
• What's the next step for Females in Finance? [22:14]

• What Sheryl did today that put him/her in the right mindset for success? [27:39]

• Breath: The New Science of a Lost Art by James Nestor

• https://www.FemalesAndFinance.com
• On Instagram
• On Twitter
• On Linkedin
• 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
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Today's guest on Mitlin Money Mindset™ is Marla Brady of Marla Brady Consulting. Marla uses her two-step system while working with students in both high school and college, as well as career professionals, to help them thrive and let their natural abilities and help shape their future. She uses a number of tools to help these groups, including the Highlands Ability Battery. This assessment helps people measure their natural abilities and identify key elements to consider when evaluating a career or a career change. It's a great show, don't miss it!

• Marla's background and what led her to start her consulting practice. [2:28]
• What about people who are stuck in a career where they are miserable? [6:57]
• Second careers after retirement [10:06]
• What is the Highlands Ability Battery [12:41]
• Walking through the process and how it can balance out [17:00]
• Saving money simply by doing your homework [20:03]
• Missing skill sets across the diverse group of people Marla works with? [25:14]
• What Marla did today that put her in the right mindset for success? [29:17]

• Highlands Ability Battery
• Adam Conners on episode 8

• Website
• On Twitter
• On Linkedin

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
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Today's guest on Mitlin Money Mindset™ is Craig Ziman, a South African national tourist guide. Craig was born and raised in Cape Town, South Africa. His family's roots date back to 1735, and he is very passionate about his country. As a tourist guide, he's been guiding groups through Southern Africa for the last 23 years. He's an award-winning guide and lives a full life when not guiding. He surfs, skydives, goes flying in wingsuits, and BASE jumps. We were lucky enough to speak with him in between trips traveling North for a month-long surfing adventure with dolphins. If you want to be inspired to travel and be more adventurous then don't miss this episode!

• What led Craig to become a tour guide in South Africa? [3:03]
• Requirements needed to become a tour guide [5:08]
• Must see places when visiting South Africa for the first time [5:58]
• The most memorable thing Craig has seen on the reserve [11:43]
• Craig's favorite part of his country [13:20]
• The one activity Craig does that stands out the most in his mind [15:39]
• What Craig did today that put him/her in the right mindset for success? [21:53]

• Breath: The New Science of a Lost Art a book by James Nestor

• On Instagram @craig_ziman

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
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Today on Mitlin Money Mindset™ we are joined by Jordan Linn. He is a partner with Tannenbaum Helpern Syracuse & Hirschtritt's trusts and estates practice group. Jordan brings an uncompromising commitment to providing each and every client with responsive, efficient, and sophisticated counsel. Jordan has more than 20 years of experience structuring and executing sophisticated gift estate and generation-skipping tax planning techniques. He represents clients in preparing their last will and testaments, trust agreements, and advanced directives. When the time comes Jordan guides them through the administration process. He has been able to use his expertise to help his clients address the often avoided topic of death in a way that makes them feel comfortable and allows their wishes to be followed. This is an extremely important part of the planning process. He is an excellent attorney and someone that I've had the privilege to call a friend for 20 plus years.

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

• What is Jordan's focus at the firm? [2:14]
• At what point should people start thinking about estate planning? [7:33]
• What are the staple documents people should have in place? [8:59]
• Things to consider when your child is 18 and heading to college. [11:23]
• Do trusts help people avoid taxes? [12:35]
• Misconceptions about what's included in the trust. [17:10]
• Different types of planners and what they do. [20:52]
• Estate planning for business owners. [25:38]
• What Jordan did today that put him/her in the right mindset for success? [31:25]

• On Instagram
• On Linkedin
• Jordan's company THSH website
• THSH on Instagram
• THSH on Twitter
• THSH on Linkedin
• THSH 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
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Today's guest on the Mitlin Money Mindset™ podcast is Denise Logan, known as the Seller Whisper. She's a professional speaker and author of The Seller's Journey, which is a fable about navigating the emotional obstacles of selling your business. She has spent more than 20 years developing a body of work focused on the intersection of work, money, and meaning, and how it is reflected in the legacies of today's leaders. For most business owners their business is their baby and just like children leaving the nest, letting a business go presents challenges for many owners. Denise helps people through this process. As you will see, having the proper mindset is a major component to a business owner's successful exit.

• What is a "Seller Whisperer"? [2:28]
• How Denise ended up in this line of work [4:52]
• The identity wrapped up in the "What do you do" question [7:26]
• How Denise integrates with other professionals that are part of the sale? [11:54]
• Example of an emotional playdown [14:59]
• Making sure owners have profitability and success at the same time? [21:11]
• How mindset plays a large part in the success or failure of the transaction. [26:27]
• What Denise did today that put her in the right mindset for success? [30:13]

• The Seller's Journey

• Website
• On Twitter
• On Linkedin

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
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Rick Nadeau is the VP of social impact and fan engagement with the New York Rangers, a team in the National Hockey League (NHL). He has 20+ years of leadership experience across both professional and amateur levels of the sports industry. He's spent the last 12 years with the New York Rangers and Madison Square Garden using the power of sport to positively impact the community and increase access to hockey. Rick and I have known each other throughout his tenure with the New York Rangers and I have had the personal experience of watching him grow the game. Don't miss out on episode 15 of Mitlin Money Mindset™ with a guest who is changing the perception of youth hockey with the power of the Rangers!

• Rick's path to landing a gig with NHL [2:37]
• What is a VP of social impact and fan engagement? [5:48]
• Is the fan base for hockey different than other sports? [9:00]
• Why are youth so important? [10:09]
• Family connections youth hockey provides that other sports may not [13:05]
• Getting sticks in kids hands [15:34]
• Changing perceptions of what the game is [19:23]
• Using Ranger alumni as a tool to help fan engagement [21:46]

• What Rick did today that put him in the right mindset for success? [24:16]

• New York Rangers programs

• On Twitter
• On Linkedin

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
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In this episode of Mitlin Money Mindset™, I have the privilege of talking with Denver Broncos' defensive back #33, Alijah Holder. Born and raised in Oceanside, California, Alijah is a Stanford graduate. He has faced some challenges in making his way to the NFL, nonetheless, he has found a place in the Broncos lineup and intends on taking advantage of every opportunity he is given. Alijah has taken part in the NFL's "My Cause My Cleats" program showcasing his charity of choice, The American Foundation for Suicide Prevention, which as you know is one that's near and dear to my heart. This year, he's decided to auction off his game-used cleats with all proceeds going to AFSP. Join me as we learn more about who Alijah Holder is, it'll be time well spent.

• Alijah's path to the NFL [2:19]
• Is the NFL as brutal as ESPN makes it out to be? [5:24]
• What Alijah feels sports have provided mentally and physically? [7:28]
• Is it harder to get into the NFL or is it harder to stay there? [9:45]
• What kind of mindset do you need to stay positive and focused? [12:44]
• The My Cause My Cleats program [14:39]
• Outreach in regards to Alijah supporting AFSP [19:25]
• The message Alijah wants to put out about maintaining mental health [21:15]
• What Alijah did today that put him in the right mindset for success? [26:03]

• My Cause My Cleats
• The American Foundation for Suicide Prevention

• On Instagram
• On Twitter
• 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
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In this episode, I talk with a man who has an infectious passion for people and their smiles, he's America's Dentist, Dr. Bill Dorfman. Dr. Bill has been practicing in the Beverly Hills area for over 30 years and has had a career unparalleled to any other dentist in history! He has transformed the smiles of many celebrities and has helped raise more than $44 million for children's charities. Dr. Bill is also the founder of the LEAP Foundation, a non-profit that teaches leadership skills to hundreds of 15 to 25-year-olds every year. Join me as we talk about what it takes to be successful, giving back, and how to never fail on Mitlin Money Mindset™.

• How Dr. Bill came to be known as America's Dentist [2:40]
• Why are smiles so important? [3:28]
• Why Dr. Bill thinks the "you only fail if you quit" mindset is so necessary [7:29]
• What LEAP is and the top 2 things Dr. bill wants kids to walk away from it with [9:56]
• Practice makes what? [12:41]
• What's next for Dr. Bill? [16:36]
• A charity that has been a passion of Dr. Bill's for over 20 years [18:02]

• LEAP Foundation
• Dr. Bill's website
• Smiles for Life Foundation

• On Instagram
• On Twitter
• On Linkedin
• 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
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As you might imagine, the college experience today is not what it used to be even a year ago. The pandemic and related issues have made the journey to college troublesome if not seemingly impossible for many students and their parents. Hans Hanson is focused on helping make the transition into college not only possible but the best fit it can be for each family.

Join us for this conversation where Hans explains what he does as a college advisor, how it benefits the people he works with, and how the recent changes in colleges due to the Pandemic of 2020 have impacted how he helps students and their families.

• College advisors: what do they do and how did Hans get into his line of work? [2:01]
• Why the school guidance counselor can't do what needs to be done [7:07]
• The biggest mistakes parents make and how colleges may be a bit tricky [11:10]
• Understand how colleges make money and why they require the things they do [22:10]

• U.S. News and World Report College Rankings

Han's bio (in his own words): I am a national college advisor. National means I've worked with families and colleges from every state in the country. College advisor means I teach kids how to take ownership of their life with college as its platform. College advisor also means that I save parents thousands on college costs. My job is to guide and direct families through the complicated process of college. We begin by teaching families the college perspective and what colleges want from families. We then build a personalized college list matching the qualifications, interests, and needs of the student family. This puts the family in control! We then implement our winning game-plan putting people on the right colleges, meeting the right people, and asking the right questions. This is the difference-maker, the game-changer to better understanding how the college does its business and understanding real opportunity…what it is, not what it seems. This is the focus of our exclusive "5 Step Approach" to- • Winning preferred admission acceptances • Maximizing scholarship potential • Choosing the right college major • Getting college right without bankrupting the family-finance I work with high school student-families who want to be more knowledgeable of the process and more on top of their game when its needed most. I created CollegeLogic to be a valuable resource for helping families quickly get started in the college process with a personalized game-plan and detailed play-book. Within hours, a family will have a knowledge-based strategy at their fingertips to follow. CollegeLogic is a close, personal resource for helping families solve the complex and expensive college equation. If you can dream, then we can help make your dream become reality. On a spring afternoon day in 2002, I witnessed a "parent-rant" and decided right then that I would spend the rest of my life helping families get college right. Since then, I have- • Presented over 500 educational talks and workshops related to achieving college success • Spoken in front of 50,000+ families • Worked with hundreds of families from around the world in finding their right college fit • Saved parents millions of dollars collectively on college costs • Published two Books, two workbooks, and many articles on college topics • Been interviewed and published on USA Today, Forbes, CNBC, Fast Company, MSN, Inc.500, Human Resource Executive, Private School Review, The Fiscal Times, and many more My families secure improved college options, save on college costs, make the right college choice, and get the college experience they want. This is my work. It's a big responsibility, but I love it!

• Hans' website: https://mycollegelogic.myshopify.com/
• Hans on LinkedIn: https://www.linkedin.com/in/hanshanson/
• The College Clarity for Parents Facebook Group

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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Justin Breen is CEO of the PR firm BrEpic Communications and author of the No. 1 international best-selling Book, Epic Business. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Justin believes strongly in the power of introductions and creates important relationships through those introductions. He has an incredible global network of visionaries and exceptional businesses.

When I asked Justin what led him to becoming the founder of BrEpic Communications, he described himself as an accidental entrepreneur. Justin was a journalist for 20 years but in 2017, his job salary was cut in half due to the changing industry. After struggling to find another full-time job, he decided to start his own business. He reached out to 5000 people over the next six weeks, and when he got his fifth client, he resigned from his journalism career and became a full-time entrepreneur. Listen to this episode to hear all of the amazing stories Justin has to share!

• Top three takeaways in Justin's book. [6:33]
• Common thread between the world's top entrepreneurs. [9:10]
• How to tell the difference between abundance and scarcity Mindset. [12:40]
• Two types of people with an abundance mindset. [13:35]
• Disadvantages of working with people with the scarcity mindset [15:00]
• Keys to identifying those who don't have the abundance mindset. [18:50]
• What an entrepreneur can do to "strengthen their strengths". [21:00]

• Never Split the Difference by Chris Voss
• Epic Business by Justin Breen
• Strategic Coach
• Justin's Inc. Magazine Article - 8 Patterns of Ultra-Successful Entrepreneurs

• Justin Breen is CEO of the PR firm BrEpic Communications and author of the No. 1 International Best-Selling Book, Epic Business. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Justin believes strongly in the power of introductions and creates important relationships through those introductions. He is an extremely active member of Entrepreneurs' Organization, Strategic Coach, Abundance 360, and ProVisors, and he has an incredible global network of visionaries and exceptional businesses.
• www.BrEpicLLC.com
• Follow Justin on Linkedin
• Follow Justin on Twitter
• Follow Justin 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
• Follow on Instagram
• Subscribe on Youtube
• Follow on Linkedin
• Follow on Facebook

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