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Mitlin Money Mindset® 🎙️

@MitlinMoney

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What did you do today that brought you joy?® 🎙️@Lawrence_Sprung 🚀 this #podcast is your weekly dose of positivity, actionable insights and a whole lot of JOY

140 Adams Ave B12 Hauppauge NY
Joined August 2020
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@MitlinMoney
Mitlin Money Mindset® 🎙️
1 year
Hosted by @Lawrence_Sprung, this podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY . enJOY➡️ ◾Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor
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@MitlinMoney
Mitlin Money Mindset® 🎙️
2 days
Have you ever dreamt of getting 4 Shark Tank offers and a deal with Lori Greiner?. If you are building something and wondering when your break will come….This story is your fire. 💥. 🎧 Rachel Solomon of Boarderie upcoming on the @MitlinMoney . Don’t Miss It
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@MitlinMoney
Mitlin Money Mindset® 🎙️
2 days
We love the @TheSavBananas . You might enJOY this chat with The Dancing Ump .
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mitlinfinancial.com
Read more aboutThe Dancing Ump of the Savannah Bananas, Episode #183 from Mitlin Financial. With Mitlin Financial, money doesn't have to be complicated.
@SportsCenter
SportsCenter
7 days
"The Savannah Bananas are just lit, period.". @JellyRoll615 gives the @TheSavBananas their flowers 💐. (via @PatMcAfeeShow)
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@MitlinMoney
Mitlin Money Mindset® 🎙️
2 days
We love the @TheSavBananas . You might enJOY Larry’s chat with The Dancing Ump .
@Lawrence_Sprung
Larry Sprung, CFP®
2 days
@BKSportsTalk Well said; such an enJOYable experience . Planning to see the @TheSavBananas for the 3rd time .This time at Yankee Staduim.
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@MitlinMoney
Mitlin Money Mindset® 🎙️
4 days
Free tax software feels smart until it costs you thousands. Your income changes.You move states.Life gets more complex. Still filing the same way?. If taxes keep surprising you, it’s time for a new strategy. Work Smarter.Keep More.enJOY what you earn
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@MitlinMoney
Mitlin Money Mindset® 🎙️
4 days
Line 24 is your real tax bill. Don’t just file and forget it. Ask: What’s changing next year?. What can I do now?. Start planning right after you file, not in December. Avoid tipping the IRS. enJOY smarter tax moves
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@MitlinMoney
Mitlin Money Mindset® 🎙️
5 days
Inherited IRA rules just got tougher…. No more stretch. You’ve got 10 years. And if RMDs started?.You must keep taking them. This is what the SECURE Act changed.And it’s costing families who don’t plan ahead.Don’t let the IRS write your next chapter
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@MitlinMoney
Mitlin Money Mindset® 🎙️
7 days
Retirement taxes aren’t simple. You go from one W-2 to. Managing income from Social Security, IRAs, pensions, Medicare and every move affects your bill. Skip the overwhelm.Start with a 1-page plan. Clarity now means fewer regrets later
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@MitlinMoney
Mitlin Money Mindset® 🎙️
7 days
The services needed should match the services provided. You do not want to work with an advisor who is not providing you with the advice and guidance you need”. excerpt from @AOL "Don't get burned: 5 red flags to watch out for before choosing a financial advisor”.
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@MitlinMoney
Mitlin Money Mindset® 🎙️
7 days
Depending on the complexity of your situation, you want to be sure that the people you will be working with have the credentials and the experience to assist you. Lastly, understand what you are going to get for the fee you are paying.
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@MitlinMoney
Mitlin Money Mindset® 🎙️
7 days
Know what you should expect in terms of ongoing communication and make sure they keep to that schedule. Find out who at the firm you will be corresponding with.
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@MitlinMoney
Mitlin Money Mindset® 🎙️
7 days
What communication expectations should I set with my advisor?. "Ask specifically how and how often the firm will contact you. This is an area where many advisors fail. Once the financial plan is in place or the assets are transferred, the communication wanes.~ @Lawrence_Sprung
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@MitlinMoney
Mitlin Money Mindset® 🎙️
7 days
RT @Lawrence_Sprung: Retirement taxes aren’t simple. You go from one W-2 to. Managing income from Social Security, IRAs, pensions, Medic….
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@MitlinMoney
Mitlin Money Mindset® 🎙️
7 days
Your audience can feel the fake. They scroll past corporate polish and recycled trends. They’re looking for something real. The future of content is relatable, attainable and original. If you’re not showing up authentically, you’re not showing up at all.
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@MitlinMoney
Mitlin Money Mindset® 🎙️
8 days
Hockey History 🏒.
@Lawrence_Sprung
Larry Sprung, CFP®
12 days
@BR_OpenIce Ovi breaking the record at UBS . Hockey Hockey . Forever Memory . and makes me miss hockey …
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@MitlinMoney
Mitlin Money Mindset® 🎙️
11 days
🔥 Most startups fail before launch.Because the wrong co-founder kills momentum. Trust isn’t optional.It’s the OS of every great company. Build with someone who shares your vision, and values and watch friction turn into flow. The right partner changes everything.enJOY the ride
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@MitlinMoney
Mitlin Money Mindset® 🎙️
11 days
“Some will benefit, some won’t" said @lawrence_sprung. “What we’ll be doing now is taking anyone we’ve done tax projections for previously to see if anything changes. Learn how the Big Beautiful Bill might affect your family in the @MarketWatch piece by Beth Pinsker, CFP®
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@MitlinMoney
Mitlin Money Mindset® 🎙️
11 days
RT @WinterSportsLaw: This brings up a good point that I think many people are forgetting. Just because Judge Wilken approved the House set….
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@MitlinMoney
Mitlin Money Mindset® 🎙️
11 days
RT @WinterSportsLaw: Love Mike Gundy’s honesty. I think a lot of coaches and administrators felt the same way, that NIL as a recruiting to….
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@MitlinMoney
Mitlin Money Mindset® 🎙️
11 days
You didn’t exit the game because you were done. You still have so much to give. But without structure, the silence hits hard. Mentor.Build.Stay in motion. The real challenge post-exit isn’t money.It’s meaning. Design a life you enJOY waking up to
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@MitlinMoney
Mitlin Money Mindset® 🎙️
11 days
Thank you to Kathy Stokes of @AARP’s Fraud Network for educating.
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