Mitlin Financial Inc®

Bringing JOY to Your Money Journey® • Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor

[Mitlin Financial Inc® @MitlinFinancial]

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.

[Mitlin Financial Inc® @MitlinFinancial]

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.

[Mitlin Financial Inc® @MitlinFinancial]

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.

[Mitlin Financial Inc® @MitlinFinancial]

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.

[Mitlin Financial Inc® @MitlinFinancial]

How JOYful Advising Transforms Client Relationships

https://t.co/UmxW2qDQ3Y

via @advisorpedia

[Mitlin Financial Inc® @MitlinFinancial]

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.

[Ryan Detrick, CMT @RyanDetrick]

Excellent discussion between @calebsilver and @awealthofcs right here. 👏 👏

I never miss the @Investopedia Express podcast.

[Mitlin Financial Inc® @MitlinFinancial]

Just today...

"@zocksio and @Holistiplan helped us with a complex situation with a family in distribution mode."
~ @Lawrence_Sprung

[Ryan Detrick, CMT @RyanDetrick]

Coming up on @CNBCMorningCall with @MorganLBrennan soon! ☕ ⏰

[Mitlin Financial Inc® @MitlinFinancial]

@Lawrence_Sprung @zocksio @Holistiplan https://t.co/H0n5XyeZKl

[Mitlin Financial Inc® @MitlinFinancial]

@denisesprung @zocksio @Holistiplan @Lawrence_Sprung https://t.co/H0n5XyeZKl

[Mitlin Financial Inc® @MitlinFinancial]

Registration link
https://t.co/H0n5XyeZKl

[Larry Sprung, CFP®, CEPA® @Lawrence_Sprung]

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.

[Mitlin Financial Inc® @MitlinFinancial]

https://t.co/H0n5XyeZKl

[Mitlin Financial Inc® @MitlinFinancial]

Curious if AI can help save you time?

.

.

.

.

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®

[Mitlin Financial Inc® @MitlinFinancial]

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.

[Mitlin Financial Inc® @MitlinFinancial]

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.

[Mitlin Financial Inc® @MitlinFinancial]

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

[Mitlin Financial Inc® @MitlinFinancial]

This Memorial Day, we honor those who never came home.

Because of them, we can enJOY the freedoms, family, and moments that matter most.

[Mitlin Financial Inc® @MitlinFinancial]

A great reminder that it’s not about the money

[Kyle Harrison @kwharrison13]

“If the job is unfulfilling the money will be too.”

[Mitlin Financial Inc® @MitlinFinancial]

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.

[Mitlin Financial Inc® @MitlinFinancial]

@AdvisorJobs As a New York-based RIA we are often asked about Bernie Madoff.