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Recipe for Success with Agathe Assouline, Episode #24

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 de …
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Growing Romance with Tracey Suppo, Episode #23

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 Bo …

Puppies for a Purpose with John Miller, Episode #22

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 upsur …

Traditional or Roth – Which IRA Works for You?

By Michael Gruidel, Financial Planning Administrator Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings …

What Is FinTech? with Dani Fava, Episode #21

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 …

The Cost of Infertility: How to Navigate the Finances of IVF

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

Females & Finance with Sheryl Hickerson, Episode #20

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 …
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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