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6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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Grey Bandit with Courtney and Lindsey Glasser, Episode #53

Today’s guests on the Mitlin Money Mindset™ are Courtney and Lindsey Glasser, sisters and co-founders of Grey Bandit, an online clothing business and marketing powerhouse. Grey Bandit does not just promote clothing, but a lifestyle of wellness and positive vibes. Courtney and Lindsey  …

Market Commentary: Supply Issues and Delta Variant Slow Economic Growth to 2%

 U.S. GDP grew at an annualized pace of just 2% last quarter, a marked slowdown from last quarter’s 6.7% (Figure 1). Contracted auto production sliced around 2% off growth, and concerns over the Delta variant slowed demand and the return of workers to the labor force. Third quarter growth d …

Breaking Down the Basics of ISOs

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

WDW Radio with Lou Mongello, Episode #52

Today’s guest on the Mitlin Money Mindset™ is Lou Mongello, host of WDW Radio, a podcast about Disney Parks, Marvel, and Star Wars. Lou is a former attorney who left the practice of law to pursue his passion for Disney. WDW Radio, which he founded, is an award-winning podcast that at …

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