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Thrifty Traveler with Jared Kamrowski, Episode #76

Today’s guest on the Mitlin Money Mindset™ is Jared Kamrowski. The CEO and founder of Thrifty Traveler. Jared is not like your average travel entrepreneur. After graduating from college with a mountain of debt, he and his wife wanted to travel but had to do it on a tight budget. That& …

What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 

Captivated Health with Mark Gaunya, Episode #75

Today’s guest on the Mitlin Money Mindset™ is Mark Gaunya, principal at Borislow Insurance (BI) and the Founder of Captivated Health. Mark is an employee benefits advisor with over three decades of experience. His tireless passion for the industry can be seen by the way he advocates f …

Delusional Altruism with Kristen Putnam-Walkerly, Episode #74

Today’s guest on the Mitlin Money Mindset™ is Kristen Putnam-Walkerly, President of Putnam Consulting Group. Kristen Putnam-Walkerly is a global philanthropy expert who helps ultra-high net worth donors, foundations, and Fortune 500 companies increase the clarity impact and joy of the …

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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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