Mitlin Financial Inc®
20.1K posts

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

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



Who the wealthy trust with their money The Brokerages The Wealth Managers Primary Brokerages: Scwab, Fidelity and Vanguard totally dominate with 75% of the HNW market Wealth Managers: Unlike brokerages, wealth management is wide open No firm breaks 10% Over 70% of clients go with independents, boutiques, or smaller players, and no single “other” even hits 2% source: Long Angle 2026 High Net Worth Asset Allocation Report


Q3. We all know weddings can be costly. What are some smart ways to plan for and pay for a wedding without taking on risky debt? #CreditChat







Q10. What’s your best piece of financial advice for newlyweds? #CreditChat

I was part of the Morning Call Sheet panel today with @jefmacrostrat and @JoseTorresEcon. ☕ ⏰ I discussed: * No one is happy about stocks making new highs * Why this 6-week run likely means continued strength * And why market peaks rarely happen in May or June Thanks @MorganLBrennan and @CNBCMorningCall for having me back! cnbc.com/video/2026/05/…



Say what you want about the Savannah Bananas, but the fact that Jesse Cole and his wife sold their house, went $1.8 million in debt, and slept on an air mattress in a garage to build what could be a billion-dollar business — that they still own 100% of — is genuinely amazing.



Say what you want about the Savannah Bananas, but the fact that Jesse Cole and his wife sold their house, went $1.8 million in debt, and slept on an air mattress in a garage to build what could be a billion-dollar business — that they still own 100% of — is genuinely amazing.

🚨 Big News 🚨 I've watched @CNBC probably everyday the past 27 years. I am so excited and honored to announce I am officially part of the team as a CNBC Contributor!

🚨 Big News 🚨 I've watched @CNBC probably everyday the past 27 years. I am so excited and honored to announce I am officially part of the team as a CNBC Contributor!





