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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 …
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Where Are My Strengths? with Marla Brady, Episode #19

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 …

Adventures in South Africa with Craig Ziman, Episode #18

  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 guid …

What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …

Retirement By Design

Planning for retirement is on the minds of most people today.  You strive for the day that you can wake up in the morning and know you do not have to go to work any longer.  Although you may still go to work, it is a different mindset waking up and knowing that you do not have to go.

How to Finish Strong this Tax Planning Season

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

Death & Taxes on Your Terms with Jordan Linn, Episode #17

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 co …
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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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