Bringing JOY to Your Money Journey® • Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor
Joined February 2013
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You’re doing the responsible things with your money.
But are you building a life you actually enJOY?
At Mitlin Financial, we connect your financial plan to what matters most moments, people, experiences.
We start with your JOY and build from there.
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50,000 isn’t a signal.
It’s a trap.
Investors anchor to round numbers, wait for them, then freeze or react when they hit. Fear, greed, and overconfidence take over.
Markets don’t move on clean numbers.
They move on fundamentals.
Discipline beats milestones every time.
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Selling during volatility feels safe.
It is costly.
The best market days often follow the worst ones.
Miss just a few, and long-term returns change fast.
Timing sounds simple.
It is not.
Stay invested or risk missing the recovery.
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Rate cuts confuse investors more than they guide them.
Support?
Slowdown?
Stabilization?
Same event. Different reactions.
Markets move before clarity arrives.
Wait for certainty, and you often miss the recovery.
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How JOYful Advising Transforms Client Relationships
advisorpedia.com/podcasts/ho…
via @advisorpedia
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The market hits a record high… and investors change their behavior.
That is the real risk.
Big numbers trigger emotion.
Emotion leads to bad timing.
Sell during uncertainty, and you often miss the best days.
The number does not matter.
Your behavior does.
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Mitlin Financial Inc® retweeted
May 27
Excellent discussion between @calebsilver and @awealthofcs right here. 👏 👏
I never miss the @Investopedia Express podcast.
May 26
On The Express this week with @calebsilver - "The Risk v. Reward Paradox", with @awealthofcs who is out with a terrific new book that captures the investors dilemma perfectly. The convo with Ben starts around the 9:00 mark. Tune in here: bit.ly/4v4eH74
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Just today...
"@zocksio and @Holistiplan helped us with a complex situation with a family in distribution mode."
~ @Lawrence_Sprung
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Mitlin Financial Inc® retweeted
May 26
Coming up on @CNBCMorningCall with @MorganLBrennan soon! ☕ ⏰
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Registration link
zocks.io/webinar/how-top-pra…
Curious if AI can help save you time?
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Tune in today, May 27th, at 2pm as a panel of financial advisors shares about how they use @zocksio and @Holistiplan to support those they serve and grow their practice.
I will be sharing how both tools have helped us at @MitlinFinancial ... including the benefit I did not anticipate when Zocks was first incorporated into our TechStack.
If you use either tool or are curious about them, don't miss the chance to hear from advisors using them!
In this live webinar, I will be joining @MattGPTHalloran, Kate Laws, Jim Hardeman, Brian Laughlin, CFP®, AIF®, Kaitlin Theobald, CFP®, Kerry Jackson, CFP®, CSLP, and Ryan Townsley, CFP® RICP®, for an inside look at how these tools have cut meeting follow-up, freed up time for support staff, and deepened client relationships.
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Curious if AI can help save you time?
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Tune in on May 27th, at 2pm as a panel of financial advisors shares about how they use @zocksio and @Holistiplan
@Lawrence_Sprung will be sharing how both tools help us at Mitlin Financial, Inc®
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You might have a 401K from an old job you forgot about.
Career moves are common.
Rolling over retirement accounts is not.
Millions of old 401K accounts remain with former employers.
If you changed jobs and never transferred it, retirement money could still be sitting there.
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You might have unclaimed money under a name you forgot you used.
Maiden name.
Old address.
Even a misspelled account record.
One small typo can hide funds for years.
Search every name variation and past address.
That is how unexpected money gets found.
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You might have money sitting in a govt database rn.
Moved?
Changed jobs?
Switched banks?
That's how funds get left behind.
States return billions in unclaimed property each year.
Real money and people. Forgotten accounts.
A quick search could uncover money you didn’t know you had
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This Memorial Day, we honor those who never came home.
Because of them, we can enJOY the freedoms, family, and moments that matter most.
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A great reminder that it’s not about the money
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High prices are not always about quality.....
Sometimes they are what’s been accepted
That's when disruption can be powerful
Thank you to Zechariah Thomas, the Founder of @swifthockeyinc, for sharing his journey and for working to make hockey more affordable.
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Not every child gets a birthday that feels like a birthday.
Mitlin's charitable giving was in the hands of the die... and it led us to Birthday Wishes.
They help children experiencing homelessness receive gifts, cake, and a sense of normalcy.
More soon on how you can help!
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