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Behind the Counter with Andy Lamba, Episode #6

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, …
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Dr. Daniel Crosby: Behavioral Finance, Episode #5

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 Adviso …

Suzanne Kostalnick: Travel White-Glove Style, Episode #4

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 stu …

Tick Tock, with John Keil of WatchGuage, Episode #3

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 …

Ron Carson: Blazing A New Path, Episode #2

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 in …

Mitlin – What Does It Mean?, Episode #1

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 …

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Downloadable Resource

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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