Mitlin Money Mindset

Austen Rachlis is a writer and filmmaker living in Los Angeles. She recently directed and produced the documentary Naughty Books, which highlighted the ups and downs experienced by self-published authors in the romance genre. Austen is a regular writer for Wondery podcasts American Innovations and Business Wars. She joins me on this episode to talk about her documentary, how the self-publishing industry has changed the publishing industry, and how it has empowered women. Join us for a truly fascinating episode of Mitlin Money Mindset™ — you will not want to miss it!

You will want to hear this episode if you are interested in...

• How Austen came to film a documentary on the self-published romance industry. [2:15]
• What surprised Austen the most about making the documentary. [4:35]
• How Amazon has changed the self-publishing space. [5:38]
• How this space has empowered Women. [8:10]
• Why as a self-published author, you are the CEO of your own company. [9:50]
• Misconceptions about self-publishing and the romance publishing industry. [11:40]
• Austen's advice to aspiring authors considering self-publishing. [15:00]

Resources Mentioned

• Kristen Proby

Connect with Austen Rachlis

• Austen Rachlis is a writer and filmmaker living in Los Angeles. Her novel Hacker Mom was a launch title for Amazon's Kindle Serial initiative. She co-wrote the short film Loop Planes, which was jointly funded and produced by Killer Films and Massify.com. It premiered at SXSW and went on to screen at over 50 festivals worldwide, including Tribeca, The Hamptons Film Festival, and the Rhode Island International Film Festival, where it won the Alternative Spirit Award. She directed and produced the documentary Naughty Books, which is distributed by 1091 Pictures. She is a regular writer for the Wondery podcasts American Innovations and Business Wars. Austen holds a BA from Hampshire College and an MFA from Columbia University's School of the Arts.

• Naughtybooksdoc.com
• Follow on Twitter
• Follow on Instagram
• Follow 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.

Connect With Mitlin Financial

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

• https://mitlinfinancial.com
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In this episode, join me as we talk to Greg Demetriou, owner and CEO of Lorraine Gregory Communications (LGC). After a highly decorated tenure as a New York City police detective, Greg has spent the past 25 years as CEO of LGC, a full-service integrated marketing company that can take projects from concept to completion and handles the analytics process as well. He is also a successful author, business writer, and speaker. Listen as we discuss some of the best ways for a business to market itself in today's climate.

You will want to hear this episode if you are interested in...

• The most cost-effective way for a business to market itself. [8:24]
• Whether small and medium enterprises can get the same traction in marketing as larger businesses. [11:52]
• How COVID has changed the marketplace. [13:50]
• The hottest marketing platform right now. [17:10]

Connect with Greg Demetriou

• After a highly decorated tenure as a New York City Detective, Greg went on to build a new career as the CEO of Lorraine Gregory Communications (LGC) and has directed the growth of the company into the leading marketing and communications agency it is today. LGC now boasts a client list of over 800 with an expanding market share in the digital and online marketing sphere. In the past 25 years, LGC has consistently grown into a full-service agency that provides digital and direct marketing and also owns the factory end of the business. They produce high-end digital and offset printing, mailings, and fulfillment for their clients. LGC's business model incorporates a concept to completion process. In addition to building such a legacy with LGC, Greg is also an accomplished author, business writer, and speaker.
• Lorraine Gregory Communications
• Follow on Twitter
• Follow LGC on LinkedIn
• Follow Greg on LinkedIn
• Follow LGC 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.

Connect With Mitlin Financial

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

• https://mitlinfinancial.com
• Follow on Twitter
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On this episode of Mitlin Money Mindset™, I talk with Adam Connors, Founder & CEO of NetWorkWise, a business platform that expedites outcomes for people through training in the art and science of personal and professional networking. An entrepreneur at heart, Adam has spent over 20 years starting & building companies across a variety of industries. His sole focus these days is teaching people how to NetWorkWise. Adam is a sought-after speaker, social architect, podcast host, and super-connector who has transformed lives and accelerated careers.

I asked Adam to tell me how NetworkWise came to be.

He said he finds people fascinating and loves to help people out and make connections — something he calls "selfish benevolence." A few years back, Adam went through a bad situation that caused a lot of stress and tension in his life. He ultimately pulled through, and attributed it to the amazing support system he had — he had many quality people in his life that showed up for him. He kept thinking he wanted to do something to give back. As he reflected on the situation, he realized that it was all these relationships that helped him get through this negative situation. Adam focused on how he could contribute — that is how NetworkWise was born. Listen to the episode to hear all of Adam's fascinating stories and advice on how to NetworkWise!

You will want to hear this episode if you are interested in...

• What makes networking such an important skill. [7:23]
• What it means to network wise. [10:38]
• Where people can get the resources to hone true networking skills [12:27]
• Why networking is significantly more important now more than ever. [15:27]
• How important mentors are — for both the mentor and the mentee. [18:03]
• Misconceptions about the mentor-mentee relationship. [19:38]
• One thing Adam does every day. [26:12]

Resources & People Mentioned

• Networking IQ quiz
• NetworkWise Find a Mentor Series Part 1
• All You Have to Do is Ask by Dr. Wayne Baker

Connect with Adam Connors

• Adam Connors is a sought-after speaker, social architect, podcast host, and super-connector who has transformed lives and accelerated careers. He's the Founder & CEO of NetWorkWise, a business platform that expedites outcomes for people through training in the art and science of personal and professional networking. An entrepreneur at heart, Adam has spent over 20 years starting & building companies across a variety of industries. His sole focus these days is teaching people how to NetWorkWise.

• NetworkWise
• Follow on Twitter
• Follow on Instagram
• Subscribe on YouTube
• Follow on LinkedIn
• Follow on Facebook
• Adam's Podcasts

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.

Connect With Mitlin Financial

• 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
• Follow on Linkedin
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Leslie Tayne is an award-winning financial attorney and author of Life & Debt: A Fresh Approach to Achieving Financial Wellness. Leslie is the founder and managing director of Tayne Law Group — a law firm headquartered in New York that is dedicated to debt solutions. She has over 20 years of experience in consumer and business debt solutions, including negotiations with large international banks and credit agencies. Leslie is frequently sought out for her expertise in the media and as a speaker. Join us to hear about her revolutionary business in the debt resolution industry!

You will want to hear this episode if you are interested in…

• The difference between Leslie's firm and other debt resolution companies. [3:45]
• Ways to mitigate debt without filing for bankruptcy. [5:41]
• Tools Leslie recommends to avoid bad debt. [9:26]
• How we can change our borrowing mentality. [16:!4]
• How the pandemic has affected people's finances. [18:58]
• Two great causes Leslie stands behind. [25:09] Resources & People Mentioned
  • Life & Debt
  • Guide Dog Foundation
  • America's VetDogs
  Connect with Leslie Tayne

  Leslie H. Tayne, Esq. Founder/HeadAttorney of Tayne Law Group, is an award-winning financial attorney and author of Life & Debt. Leslie is the founder and managing director of TayneLaw Group, P.C., a law firm headquartered in New York dedicated to debt solutions. She has over 20 years of experience in consumer and business financial debt solutions, including negotiations with large international banks and credit agencies for loans, lines of credit, credit cards, and student loans. Leslie is frequently sought out for her expertise in the media and as a speaker. She regularly provides insight and strategies regarding all areas of debt and credit-related solutions to outlets, including The Huffington Post, Yahoo Finance, U.S. News and World Report, and MSN

  • Connect with Leslie
  • Connect with Leslie on Twitter
  • Connect with Tayne Law Group on Twitter
  • Connect on LinkedIn
  • Connect on Instagram
  • Free phone consultations 866-890-7337

  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.

  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

Andy Lamba is a great example of what this country is all about. His family came to the US from India with nothing, then found huge success here. Andy discovered soon after getting his CPA that being an accountant was not for him. He then decided to open Prime Wine and Liquor in Kings Park, NY.

Andy said that opening the store was actually an accident. Once he realized accounting was not for him, he resigned from the company he worked for to work in his dad's cell phone business. In 2014, the opportunity to open the liquor store presented itself, so he took a risk and has been doing it ever since! He said it suits him because he gets to learn something new every day and new products keep it fresh and interesting.

You will want to hear this episode if you are interested in...

• Ways to test and authenticate to ensure your aged collector's bottle is still good. [12:30]
• What the most popular liquor brands are right now. [13:05]
• Tips on what to look for when purchasing the "brown spirits." [14:32]
• Andy's gift suggestion for all budgets. [19:16]

Resources & People Mentioned

• Prime Wine and Liquor

Connect with Andy Lamba

Andy is a great example of what this country is all about. His family came to the US from India with nothing and he has been a huge success. He obtained his CPA and shortly realized that being an accountant was not for him. Andy then opened prime Wine & Liquor and has become a cornerstone of the community and is a consummate example of great customer service.

• Prime Wine and Liquor
• Follow on Twitter
• Follow on Instagram
• Follow on Facebook

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

Did you know that investors that work with advisors typically do two to three percent better per year than their no-advice peers? We talk about this and so much more on this episode of the Mitlin Money Mindset™ podcast with our guest, Dr. Daniel Crosby.

Daniel is the Chief Behavioral Advisor at Brinker Capital. He is a psychology and behavioral finance expert who helps organizations understand the intersection of mind and markets. He has written several books on the psychology of investing and also constructed the Irrationality Index — a sentiment that measures and gauges greed and fear in the market from month to month.

You will want to hear this episode if you are interested in...

• The Role of a CBO within an organization. [3:02]
• Why finance and psychology go together like peanut butter and jelly. [5:05]
• How an investor's mindset affects the financial decisions they make. [7:38]
• The effects of the pandemic on investors and their financial decisions. [12:16]
• The three things great advisors do that help them pay for themselves. [19:08]
• Actions investors can take to prepare themselves for the non-financial aspects of retirement. [19:45]

Resources & People Mentioned

• Brinker Capital
• Martin Zeligman's PERMA Model

Daniel's Books:

• The Behavioral Investor
• The Laws of Wealth

Connect with Dr. Daniel Crosby

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 5 languages.

His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.

You can connect with Daniel on Twitter and LinkedIn.

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

Do you enjoy travel? What's the perfect, exotic vacation you would take if expense and time were no object? Suzanne Kostalnick discovered her passion for travel at a young age, living abroad in places like Indonesia and the UK with her family. During her first job as a teacher, she took students on trips to Europe. She and her husband always traveled as much as they could, and when their kids were five, they decided to make travel an integral part of their kids' lives and broaden their exposure to the world. They made a conscious effort to make travel an important part of their family experiences and have taken the kids all over the world.

Travel advising seemed the perfect opportunity for Suzanne to spend more time with her children and also share her passion with more people. She told me there is nothing more satisfying than being in touch with her clients, seeing their pictures, hearing their stories, and knowing she has helped create some positive family bonding time for them. Join me for this delightful conversation with travel consultant, Suzanne Kostalnick.

You will want to hear this episode if you are interested in...

• [2:45] Suzanne's opinion for the top brand for her family for the best travel experiences.
• [5:58] Top destinations right now for families and for couples.
• [7:14] One of the few places out of the country where you DON'T have to travel with a COVID test
• [10:53] Number one destination she gets inquiries about.
• [17:13] The added benefit of working with a boutique travel agency versus an online agency.
• [21:04] Taking the current world landscape in mind, the new travel trends moving forward.
• [24:58] What Suzanne does every day that brings her joy and puts her in the right mindset for success.

Resources & People Mentioned

• My Path Unwinding Travel
• Adventures by Disney

Connect with Suzanne

Suzanne developed a love for travel at a young age and continues to nurture that love today. Having traveled extensively as a child, alone as a young adult and now with her husband and own children, she knows what details make each trip special. She has been able to use her own varied luxury travel experiences as a guide for others.

• Suzane Kostalnick - My Path Unwinding Travel
• Facebook
• Luxury Travel Insiders Facebook Group
• LinkedIn

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

Each of us has our particular favorite joys in life and what those things are is as unique as the individual. John Keil is a friend of mine and one of those guys who puts his heart and soul into the things he enjoys. For him, those things are his family and fine watches.

Join me for this conversation with John, owner of www.WatchGuage.com a clearinghouse for unique, high-end watches for those who enjoy fine watches like others of us might enjoy a good wine or a craft beer. John says his company is the micro-niche company of the watch industry, specializing in many lesser-known but highly desirable brands and makers. You'll enjoy learning about the world of watches as you listen.

You will want to hear this episode if you are interested in...

• Microbrews for the watch industry - from my friend, John Keil [1:22]
• John's watch recommendations depend on the buyer's motivation [8:59]
• The most interesting watch-buying story John recalls [11:09]
• Things to consider when making a watch purchase [17:18]
• The one thing John does every day to create joy and fulfillment [21:52]

Resources & People Mentioned

• Rolex - growing in demand and popularity
• Patek Philippe Watches
• Audemars Piguet Watches
• Richard Mille Watches

Connect with John Keil

A 20 year veteran of the Wrist Watch Industry, John is the owner of www.WatchGauge.com, an exclusively online retailer of wristwatches specializing in Microbrands (think micro brews but to the watch industry) and rare and unique watches.

• www.WatchGuage.com
• John(at)WatchGuage(dot)com
• John on Facebook
• Instagram: @WatchGuage
• John's YouTube channel

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

Did you know that 65 to 68% of American's surveyed do not believe that financial advisors will put the client's interests ahead of their interests or those of the company they work for?

It's a terrible commentary on the skeptical place historical bad practices in the financial planning industry have taken us. How does a financial firm overcome that kind of negativity? By always putting the client first, not only in word but in deeds as well.

Ron Carson, CFP®, CEO of The Carson Group has been spearheading that kind of change in the industry for years. His firm is known for its ability to put the client first and deliver on that promise. During this conversation, Ron and I talk about how he started his path toward financial advising right out of High School, the many lessons he's learned while building The Carson Group, why company culture has to be right to fuel Carson's "customer first" promise, and how Carson is expanding by forming relationships with "Partner" firms like Mitlin Financial.

You will want to hear this episode if you are interested in...

• Introducing Ron Carson CFP® and Carson Wealth [1:18]
• From farming roots to financial advising, to RIA and CEO [2:25]
• Lessons learned building the Carson Group [8:38]
• Ron's description of the culture at The Carson Group [11:30]
• What does it mean to put the client first? [20:10]
• The right relationships make for great Carson partner firms [26:51]
• Why Carson is more than competent with investing for your future [34:26]
• Living in the moment to help friends, family, and meaning and purpose [36:24]

Resources & People Mentioned

• BOOK: Liar's Poker
• Fidelity
• TD
• Amazon Prime
• Coral Global Coalition
• Charity Water
• Dreamweaver Omaha

Connect with Ron Carson

Ron Carson CFP® is founder and CEO of Inc. 5000 firm Carson Group, a Barron's Hall-of-Fame wealth advisor, one of Forbes' top wealth advisors in America, radio talk show host and New York Times bestselling author.

Throughout his 37-year career as a financial advisor and industry icon, Ron has always believed in fulfilling a deep-seated purpose to be the most trusted for financial advice – to provide families and individuals with straightforward guidance and full transparency when it comes to planning their financial future. This mission – and Ron's own success as one of the most celebrated and respected independent advisors in the country – has attracted the attention of thousands of advisors hungry for a recipe for success in improving their own businesses and better serving their clients.

• www.CarsonGroup.com
• Follow Ron on Twitter: @rchusker
• Follow Ron on LinkedIn

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

Did you know that 65 to 68% of American’s surveyed do not believe that financial advisors will put the client’s interests ahead of their interests or those of the company they work for? 

It’s a terrible commentary on the skeptical place historical bad practices in the financial planning industry have taken us. How does a financial firm overcome that kind of negativity? By always putting the client first, not only in word but in deeds as well.

Ron Carson, CFP®, CEO of The Carson Group has been spearheading that kind of change in the industry for years. His firm is known for its ability to put the client first and deliver on that promise. During this conversation, Ron and I talk about how he started his path toward financial advising right out of High School, the many lessons he’s learned while building The Carson Group, why company culture has to be right to fuel Carson’s “customer first” promise, and how Carson is expanding by forming relationships with “Partner” firms like Mitlin Financial.

You will want to hear this episode if you are interested in...

• Introducing Ron Carson CFP® and Carson Wealth [1:18]
• From farming roots to financial advising, to RIA and CEO [2:25]
• Lessons learned building the Carson Group [8:38]
• Ron’s description of the culture at The Carson Group [11:30]
• What does it mean to put the client first? [20:10]
• The right relationships make for great Carson partner firms [26:51]
• Why Carson is more than competent with investing for your future [34:26]
• Living in the moment to help friends, family, and meaning and purpose [36:24]

Resources & People Mentioned

• BOOK: Liar’s Poker
• Fidelity
• TD
• Amazon Prime
• Coral Global Coalition
• Charity Water
• Dreamweaver Omaha

Connect with Ron Carson

Ron Carson CFP® is founder and CEO of Inc. 5000 firm Carson Group, a Barron’s Hall-of-Fame wealth advisor, one of Forbes’ top wealth advisors in America, radio talk show host and New York Times bestselling author.

Throughout his 37-year career as a financial advisor and industry icon, Ron has always believed in fulfilling a deep-seated purpose to be the most trusted for financial advice – to provide families and individuals with straightforward guidance and full transparency when it comes to planning their financial future. This mission – and Ron’s own success as one of the most celebrated and respected independent advisors in the country – has attracted the attention of thousands of advisors hungry for a recipe for success in improving their own businesses and better serving their clients.

• www.CarsonGroup.com 
• Follow Ron on Twitter: @rchusker
• Follow Ron on LinkedIn

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

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