Oct 28, 2020

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...

Oct 14, 2020

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....

Oct 14, 2020

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...

Oct 14, 2020

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...

Oct 14, 2020

It’s a wonderful thing to be able to welcome you to this inaugural episode of The Mitlin Money Mindset. To start things off I thought I’d help you get to know us here at Mitlin Financial by answering THE most commonly asked question we receive at our firm. And believe it or not, it’s not a finance-related...