Mitlin Money Mindset

Discover how to create a business that is not only profitable but deeply fulfilling by embracing purpose, strategy, and the courage to transform. In this episode of Mitlin Money Mindset®, Larry Sprung interviews Dr. Darnyelle Jervey Harmon, CEO of Incredible One Enterprises. Dr. Darnyelle shares her journey from corporate leadership to helping entrepreneurs build purpose-driven, profitable businesses. She offers insights on embracing personal development, prioritizing self-care, and implementing strategic systems for sustainable success. Dr. Darnyelle discusses: Empowering entrepreneurs to scale their businesses to seven figures while reclaiming time and aligning with personal values The importance of knowing and managing business numbers, including key financial indicators Building a balanced life with self-care, purpose, and strategies that avoid the trap of being "booked and busy" The role of storytelling and speaking as tools to inspire audiences and connect authentically The Move to Millions Method, which integrates mindset, strategy, and operational excellence to achieve sustainable business growth And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Move To Millions by Dr. Darnyelle Jervey Harmon Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Dr. Darnyelle Jervey Harmon:  Personal Website: Dr. Darnyelle Jervey Harmon Company Website: Incredible One Enterprises Podcast Website: Move to Millions Podcast LinkedIn: Dr. Darnyelle Jervey Harmon Facebook: Dr. Darnyelle Jervey Harmon  Facebook Group: Move To Millions Group Instagram: Dr. Darnyelle Jervey Harmon  Instagram: Incredible One Enterprises  About Our Guest: You've never met a business consultant like Dr. Darnyelle Jervey Harmon. Darnyelle is the award-winning, iconic and incomparable two-time Inc.5000 CEO of Incredible One Enterprises, LLC, a multi-million-dollar coaching and consulting brand. Best known for transforming the lives of her business coaching clients and live event attendees, Darnyelle equips her clients to leverage and scale businesses that serve them financially and spiritually. In fact, over the last 10 years, she has helped her clients generate more than $1/2B in sales and more than $378M in revenue. By teaching her award-winning Move to Millions® Method, Darnyelle helps clients collapse the amount of time it takes them to cross the million-dollar mark, all while deepening their connection to God and strengthening their faith. Darnyelle is a 7-time best-selling author, the creator of 5 powerful business systems and the host of the MOVE To Millions Podcast with Dr. Darnyelle J. Harmon. In November 2023, she introduced the world to the book she was born to write, Move to Millions®. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Storytelling isn't just about entertainment. It's the core of human connection and transformation. In this episode of Mitlin Money Mindset®, Larry Sprung explores the inspiring journey of Harris III, Founder & Managing Partner at Istoria, who delves into how embracing wonder and crafting narratives can reshape lives and businesses. Harris shares his evolution from an illusionist to a leader in narrative intelligence, using storytelling to foster empathy, growth, and innovation. Harris discusses: His journey from a child magician to a creative entrepreneur, influencing global audiences How storytelling forms the foundation of human connection and drives behavioral change The impact of wonder on unlocking potential and fostering personal and professional growth Insights into the principles of narrative intelligence and how they can future-proof individuals in a rapidly changing environment The powerful role of vulnerability and authenticity in creating meaningful and transformative connections And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide The Wonder Switch: The Difference Between Limiting Your Life and Living Your Dream by Harris III Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Harris III:  LinkedIn: Harris III Website: Harris III Instagram: Harris III Website: Istoria About our Guest: Harris III ("the third") is a top-rated speaker, award-winning illusionist, and #1 bestselling author. As one of the most seasoned speakers in the world, he has performed and spoken live at over 2,000 events to more than 2 million people in all 50 states and more than 30 countries on 6 continents. On the heels of over 20 years of experience as a creative entrepreneur, Harris is now the Founder of Istoria Collective and the Poetics Guild, creator of the storyOSTM, host of a top 1% podcast in the world, and an in-demand coach and consultant to leaders of both small businesses and global brands. He's on a relentless mission to help leaders and entrepreneurs 10x their growth so that we can solve our current leadership crisis with wonder, curiosity, and creativity. The objective is simple: So you can win, both in leadership and in life, and create a better future for yourself, your organization, and our world.  Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Mentorship can shape not just careers, but entire industries, especially when it's driven by purpose and authenticity. How do you transform personal challenges into leadership? How do you create space for underrepresented voices in finance? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Kellan Brown, Chief Operating Officer and Chief Development Officer of 100 Women in Finance, about her path from sports marketing and construction to finance, and her mission to elevate women and students through education, mentorship, and advocacy. Kellan shares her insights on career transitions, the power of relationships, and building inclusive opportunities across the financial sector. Kellan and Larry explore: Kellan's path to leadership in finance Transitioning careers during the pandemic The impact of a pivotal “Queen Bee” experience on mentorship Distinguishing mentorship from sponsorship The mission and pillars of the FinServ Foundation Tips for leaning into mentorship at any career stage Transitioning skillsets across industries And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kellan Brown:  LinkedIn: Kellan Brown Website: 100 Women In Finance Kellan.Brown@100women.org  About our Guest: Kellan Brown Chief Operating Officer/Chief Development Officer, 100 Women in Finance Kellan's career in Executive Leadership spans over 15-years and three separate industries. She is considered a subject matter expert in strategic growth leadership and implementing mentorship programs in firms and non-profits. Kellan previously served as Executive Director for the FinServ Foundation, a 501(c)(3) where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community. Kellan is an advisory member of Hand to Hand, a Foundation Fund that grants funding for women-led non-profit organizations and is an advisory board member for Focal, an enterprise grade AI technology solution for wealth management firms.  In addition to her non-profit and board work, Kellan was the Chief Growth Officer for a financial technology firm and led the Retirement Strategies Division at Finance of America where she also chaired the Mentorship committee. Kellan has been recognized as a Disruptor by WealthManagement.com, a Women to Watch by InvestmentNews and won the Ascension Award for women-led companies. In May of 2024 the FinServ Foundation won global recognition by WealthBriefing for their Mentorship Program Kellan led and she was recognized for Luminaries with a Heart by ThinkAdvisor in December 2024. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

From YouTube videos on a borrowed iPad to leading a company with 170 million monthly views, Justin Leusner is redefining sports media on his own terms. In this episode of Mitlin Money Mindset®, Larry Sprung welcomes Justin Leusner, the founder and CEO of TDAY Sports, to share his entrepreneurial journey. Justin explains how his passion for content creation evolved into a thriving media company that speaks directly to Gen Z. He highlights lessons learned from burnout, the importance of delegation, and how staying true to your mission builds long-term success. Justin discusses: How his early obsession with content creation laid the foundation for TDAY Sports and his media production company The transition from solo creator to CEO of a 30-person team, and how delegation has fueled sustained growth Why ESPN's traditional model isn't working for Gen Z, and how TDAY Sports fills that gap with relatable, engaging content His insights into identifying ideal clients and why focusing on sports brands is a better long-term fit than professional services Strategic lessons from brand partnerships, especially with Gatorade, and how organic content can outperform paid promotion And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Justin Leusner:  LinkedIn: Justin Leusner Instagram: Justin Leusner TDAY Sports About our Guest: Justin Leusner is a 22-year-old follower of Jesus, entrepreneur, content creator, YouTube strategist, stadium reviewer, and student at Penn State University. He began creating content at the age of 10 and has since published over 2,000 videos across social media platforms. Today, Justin leads TDAY Sports, a Gen Z-focused media brand that reaches hundreds of millions of sports fans monthly. Alongside a team of 30, he produces daily content for millions of viewers and is building what many are calling “Gen Z's ESPN,” having amassed over 700 million views in just two years. That rapid growth sparked interest from others seeking help with their own social media presence, leading to the creation of TDAY Production. This ROI-driven creative agency offers video production, editing, social media strategy, and graphic design services, helping brands and businesses reach millions of organic viewers through impactful content. Justin's work has been featured by ABC, FOX, CBS, Penn State's official Instagram, Happy Valley Industry, Centre Daily Times, and The Penn Stater Magazine. He's also taken the stage at major industry events including CreatorFest Orlando, UCLA Discovery Conference, Youth Marketing Strategy (London and NYC), Penn State Startup Week, and the Yuletide Summit in Philadelphia. He has worked with prominent partners such as Gatorade Fast Twitch, Amazon Prime Video, lululemon, Charlotte Hornets, Yerbaê, EA Sports, Basketball Forever, Athletiverse, Snapback Sports, and Happy Valley United. In addition to leading TDAY Sports and TDAY Production, Justin also founded Penn State REACH, one of the largest chapters of the only national social media organization. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Want to optimize your life for maximum enjoyment and efficiency? How can you use credit card rewards, travel points, and other strategies to enrich your life? In this episode of Mitlin Money Mindset®, Larry Sprung interviews Chris Hutchins, the creator and host of the All The Hacks Podcast, about his journey and his favorite "hacks" for saving money, maximizing rewards, and enhancing life experiences. Chris shares valuable tips for business owners, travelers, and anyone looking to live more fully. He also discusses the importance of being intentional with your money and spending it on experiences. Chris discusses: Simple steps to earn more on business expenses How he turned his passion for life hacks into a full-time gig The powerful life changes prompted by learning to "Die With Zero" Lessons from top podcast guests and how they impact his perspective Tips on how to optimize credit card points for maximum value And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide AwardTool.com PointsYeah.com Point.me   Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Chris Hutchins:  Website: Chris Hutchins YouTube: Chris Hutchins X: Chris Hutchins  About our Guest: Chris Hutchins is creator and host of the All the Hacks podcast. Previously he was Head of New Product Strategy at Wealthfront, co-founder and CEO of Grove (acquired by Wealthfront), co-founder of Milk (acquired by Google) and a Partner at GV, where he focused on seed and early stage investments. He is also the founder of LaidOffCamp, a movement to help the unemployed learn new skills for the evolving job market. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

What if the key to financial well-being lies not in racing ahead but in adopting a slow and steady approach? In this episode of Mitlin Money Mindset®, Larry Sprung interviews Tae Kim, the founder of Financial Tortoise, about his journey from corporate finance to entrepreneurship. Tae shares his insights on the power of YouTube, the importance of a gradual approach to financial growth, and the rewards of aligning work with personal priorities. He also reflects on his personal growth and the JOY of achieving flexibility. Tae discusses: His transition from a decade-long career in corporate finance to founding the Financial Tortoise YouTube channel The financial wake-up call he experienced after getting married and recognizing his responsibility to his family His and his wife's five-year process of financially and mentally preparing for the shift to entrepreneurship The power of YouTube as a platform for sharing information, building a business, and marketing, as well as his surprise at the positive reception of his educational content The importance of taking a slow and steady approach to finances And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Tae Kim:  YouTube: Tae Kim - Financial Tortoise Website: Financial Tortoise Instagram: Tae Kim (@financialtortoise) About Our Guest: Tae Kim is the founder of Financial Tortoise, a platform dedicated to guiding individuals toward financial independence and well-being through sustainable and mindful strategies. With a background spanning corporate finance and a passion for sharing practical financial knowledge, Tae offers a refreshing perspective on wealth building, emphasizing simplicity, patience, and aligning financial decisions with personal values.  His insights, shared through platforms like YouTube, draw from his own experiences, including overcoming significant debt and prioritizing family and flexibility in his career path. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Want to transform your LinkedIn from a digital resume to a revenue-generating machine? It's about moving beyond spamming and focusing on genuine connections that provide value. In this episode of Mitlin Money Mindset®, Larry Sprung interviews Harris Fanaroff, the founder of Linked Revenue, about strategies for leveraging LinkedIn to build relationships and drive business growth. Harris shares his journey as an entrepreneur and his insights into using LinkedIn for business development. He emphasizes the importance of authentic engagement and providing value to build lasting connections. Harris discusses: How he helps executives use LinkedIn to generate revenue through thought leadership, network growth, and business development The importance of optimizing your LinkedIn profile, especially the "About" section, to make a strong first impression Why giving away information and providing value can lead to inbound leads and establish credibility The limitations of AI in building genuine business relationships and the importance of human connection The valuable lessons learned from being an athlete, such as discipline, resilience, and the ability to handle failure And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Harris Fanaroff:  LinkedIn: Harris Fanaroff X: Harris Fanaroff Website: Linked Revenue Harris@Linked-Revenue.com About our Guest: Harris Fanaroff is the Founder of Linked Revenue. Linked Revenue is a company that helps Executives and sales and marketing teams utilize LinkedIn to generate new business. They focus on 3 areas: 1. Helping executives generate thought leadership content 2. Growing and nurturing their network 3. Creating a business development strategy and executing on it Harris has over 28,000 followers on LinkedIn and has spent the last 4 years understanding how to best use the platform. He lives right outside Washington DC with his 1-year-old son and wife. He was a former MLB draft pick and Division 1 college baseball player. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Money and meaning are often treated as separate conversations, but what if they were deeply connected? How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers. Brian shares: His multifaceted career journey and how it led to founding Shaping Wealth The profound difference between being rich and being wealthy The concept of funded contentment and its transformative impact Insights on guiding the next generation toward meaningful financial planning The paradigm shift in financial planning from a product-focused approach to a relationship-centered one  And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide The Geometry of Wealth: How to shape a life of money and meaning Paperback by Brian Portnoy Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Brian Portnoy:  LinkedIn: Brian Portnoy X: Brian Portnoy Instagram: Brian Portnoy Website: Shaping Wealth About our Guest: Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry's premier learning & training platform for human-first financial guidance. Brian's three behavioral finance books have been published in 15 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador's council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and his undergraduate degree at the University of Michigan. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Creativity isn't reserved for a select few—it's a universal trait that can spark profound change. In this episode of Mitlin Money Mindset®, Larry Sprung interviews Kyle Scheele, renowned keynote speaker and “Patron Saint of Crazy Ideas.” Kyle shares his unique journey of transforming wild ideas into impactful projects, emphasizing the importance of creativity, persistence, and community in unlocking potential. Kyle discusses: How embracing creativity in everyday roles can lead to unexpected success The pivotal moments that shaped his career, including selling T-shirts and pitching to Urban Outfitters Overcoming fear and excuses to embrace opportunities, as demonstrated by his TikTok journey Encouraging creativity within teams by valuing and seeking input from all stakeholders The lessons learned from his ventures, including the power of persistence and collaboration And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kyle Scheele:  Website: Kyle Scheele TikTok: Kyle Scheele Instagram: Kyle Scheele LinkedIn: Kyle Scheele Facebook: Kyle Scheele About our Guest: Kyle Scheele has been called “the patron saint of crazy ideas”. Whether he's having a Viking funeral for the regrets of 21,000 people, hosting the world's first fake marathon, or gaining a million TikTok followers in just 25 hours, Kyle is always on the lookout for crazy ideas that produce wildly outsized outcomes. Over the last decade, his projects have been featured in outlets like Fast Company, WIRED, The Washington Post, Yahoo!, BuzzFeed, UpWorthy, Goalcast, and more. His videos have been viewed over 250 million times, and he has spoken to hundreds of thousands of audience members across the United States. More than anything, Kyle hopes that his story can inspire others to chase their own crazy ideas and become the people they were meant to be. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

The ability for athletes to profit from their Name, Image, and Likeness (NIL) has opened new opportunities—but also new risks. How can young athletes protect themselves from bad contracts? What legal changes are shaping the future of college sports? In this episode of Mitlin Money Mindset®, Larry Sprung interviews Mit Winter, Attorney at Kennyhertz Perry, about the evolving NIL landscape, the risks athletes face, and how legal shifts could impact college and high school sports. Mit shares insights on contract pitfalls, NCAA policy changes, and the potential for athletes to be classified as employees. Mit discusses: The importance of reviewing NIL contracts carefully and how some athletes have been taken advantage of The NCAA's recent settlement that removes scholarship limits in favor of roster limits, affecting different sports in various ways How the transfer portal and NIL deals have transformed college athlete recruitment into a financial negotiation The potential classification of college athletes as employees and the legal battles shaping this shift High school athletes profiting from NIL deals, the challenges of financial oversight, and concerns about protecting young athletes' earnings And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Mit Winter:  X: @WinterSportsLaw Instagram: @mitwinter40 LinkedIn: Mit Winter About our Guest: Mit is a college sports attorney based in Kansas City. He currently represents numerous universities, NIL collectives, businesses, athletes, and agents in NIL and other college sports related matters, and is often sought out by the media and others for his expertise in those areas. Previously, he represented the NCAA and conferences such as the Big 12 in a number of legal matters, including a number of cases related to college athlete compensation. He has been recognized numerous times by his peers as a Super Lawyer in the sports and entertainment law category and in the past two editions of Best Lawyers in America for his work in sports law. Mit was also recently named to the Missouri Lawyers Power List top 100, which recognizes the top 100 attorneys in the state of Missouri, and and has been recognized by On3 as one of the top 25 most influential figures in NIL and by SilverWaves Media as one of the 70 most impactful people in the NIL space. In addition to his work in the college sports law space, Mit is also a former Division I college basketball player at William & Mary. He somehow still holds the record for most points scored (36) by a William & Mary player in Kaplan Arena (although he's sure it will be broken soon). Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Marketing can make or break a business, but for financial advisors, clear and compelling communication is more important than ever. How can advisors stand out in a crowded space? How can they use digital tools to connect with clients more effectively? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Samantha Russell, Chief Evangelist at FMG, about strategies financial advisors can use to grow their businesses through digital marketing. She shares insights on content strategy, social media, and branding, emphasizing the importance of clarity, engagement, and community-building. Samantha discusses: How simplifying language and avoiding jargon helps advisors connect better with their audience The impact of Google verification and reviews on local search rankings and credibility The power of social media engagement and how authentic interactions can strengthen professional relationships Her late husband Ryan Russell's legacy, including his bestselling children's book and its lasting impact The importance of teaching children gratitude, cultural awareness, and an appreciation for different perspectives And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Samantha Russell:  LinkedIn: Samantha Russell X: Samantha Russell Website: Samantha Russell Website: FMG Suite About our Guest: Samantha is the Chief Evangelist at FMG and has been helping financial advisors grow through creative digital marketing and communication strategies for the last 10+ years. A big part is helping them switch their mindset from an "outbound cold sales" to a "warm inbound" approach. The strategies she teaches (including optimal website design, SEO, content marketing, social media, and video) have helped thousands of advisors experience significant organic growth and new business over the last 10 years. Samantha is a prolific speaker and content creator, and she often appears on stage at conferences and on the pages of well-known industry publications. She is an Investment News 40 Under 40 award winner, a ThinkAdvisor Luminary, and a WealthManagement.com "10 to Watch" honoree. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Are your favorite foods secretly sabotaging your health? Learn how to break free from processed foods and embrace clean eating. In this episode of Mitlin Money Mindset®, Larry Sprung interviews Jen Smiley, founder of Wake Up and Read the Labels, about her mission to transform health through mindful eating. Jen shares her journey from personal health struggles to empowering others by teaching how to spot hidden additives and choose clean ingredients. Jen discusses: How ultra-processed foods impact health and contribute to inflammation, fatigue, and other issues The importance of reading food labels and avoiding misleading packaging claims The transformative potential of swapping common ingredients for healthier alternatives Her entrepreneurial journey, creating resources like online courses and an app to support clean eating Strategies for making cleaner food choices more accessible, affordable, and impactful for families And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Jen Smiley:  Website: TheLabelLetter.com Youtube: Wake Up And Read The Labels  Facebook: Wake Up And Read The Labels Instagram: Wake Up And Read The Labels  Podcast: Wake Up And Read The Labels  About Our Guest: Jen Smiley suffered from asthma, stubborn weight, and inflammation for most of her life. Specialists kept testing and prescribing medications with no real answer as to why this is happening. Nothing changed until Jen decided to read the back of a seemingly healthy food product and noticed she was consuming ingredients she couldn't even pronounce. This sent her on a Wake UP! Mission to find foods made with real ingredients she could recognize and pronounce. After years of research, she found every clean swap making her menu expand instead of the usual restriction and her health took a complete turn for the better. She started coaching family and friends – all of which saw better bloodwork results, physical and mental changes and word of mouth spread creating Jen to be a food coach. In 2019, Jen launched Wake Up and Read The Labels, a wellness company dedicated to helping consumers understand what's actually inside of their food and revolutionize their grocery shopping. But it didn't stop there - Jen launched The Label Letter, a weekly digital newsletter which includes anti- inflammatory recipes, clean food product swaps, dining out tips plus non- toxic essentials that are made with real ingredients embodying a true anti- inflammatory way of life that can help people feel their best.  Wake Up also has other digital products to help you find clean food swaps - product recommendation sheet, membership app, online course and cookbook. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Retirement is more than just numbers—it's about creating a fulfilling life beyond work. How can you build a financial plan that supports your goals, while also considering purpose, health, and personal fulfillment? What strategies can help you balance your portfolio and minimize risks as you prepare for retirement? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar.  Christine shares her journey in the financial industry, key insights from her book How to Retire, and practical advice for building a balanced, sustainable retirement plan. Christine discusses: The importance of planning beyond just finances, including visualizing your retirement lifestyle and finding purpose How simplifying investment portfolios and focusing on cost-efficient funds can improve long-term financial outcomes The risks of holding too much company stock and strategies for maintaining diversification How women can strengthen their financial future, especially in light of caregiving responsibilities and potential impacts of divorce Why a phased approach to retirement, rather than an abrupt stop, can lead to greater fulfillment and longevity in both career and life And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Christine Benz:  Website: Morningstar LinkedIn: Christine Benz X: @christine_benz How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine Benz The Long View Podcast About our Guest: Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. Benz is author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Harriman House, September 2024). She also wrote 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010) and Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, published in 2005. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron's, CNBC, and PBS. In 2020, Barron's named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron's named her as one of the 10 most influential women in wealth management. Before assuming her current role in 2008, she served as Morningstar's director of mutual fund analysis and was editor of Morningstar Mutual Funds and Morningstar FundInvestor. Benz holds a bachelor's degree in political science and Russian from the University of Illinois at Urbana-Champaign. She is president of the board for the John C. Bogle Center for Financial Literacy. Benz is also a member of The Alpha Group, a group of thought leaders from the wealth management industry from across the country. In her free time, she works with underprivileged women to improve their understanding of personal finance concepts. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

The journey to creating influence and impact begins with understanding your unique value and effectively sharing it with the right audience. How do successful speakers elevate their message, balance their lives, and stay ahead of industry shifts? In this episode of Mitlin Money Mindset®, Larry Sprung interviews Michelle Joyce, founder and president of Michelle Joyce Speakers, about her journey from supporting a keynote speaker to building her own boutique speaker management agency. Michelle shares her strategies for helping thought leaders thrive, the importance of personal branding, and the evolution of speaking as a profession. Michelle discusses: Her transition from employee to entrepreneur and her motivation to build a lifestyle-friendly business The essentials of speaker management, including her exclusive roster and tailored approach The importance of personal branding and establishing a clear and memorable message  Trends in the speaking industry, such as diversity, changing audience dynamics, and integrating virtual platforms Advice for aspiring speakers on honing their craft, building key assets, and knowing when to seek professional management And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide The Secrets Behind The Time to Win with Jay Baer - Episode 196 Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Michelle Joyce:  LinkedIn: Michelle Joyce Website: Michelle Joyce Instagram: @michellejoycespeakers Facebook: Michelle Joyce Speakers Vimeo: Michelle Joyce Speakers YouTube: Michelle Joyce Speakers   About our Guest: Fueled by her passion for managing and coaching professional speakers, Michelle Joyce founded her exclusive speaker management company in 2015. She and her team manage top keynote speakers and thought leaders on topics such as leadership, business growth, sales, customer experience, customer service, organizational performance, communication, employee engagement, employee retention, and workplace culture.  With an unconditional love for the professional speaking industry, and more than 25 years of speaker management experience, Michelle effectively connects audiences and speakers, resulting in a memorable experience every time. Recognized by Forbes as a Speaker Industry Expert, Michelle is a proven, trusted professional and is often called on to share her knowledge. Prior to starting the company, she managed one of the most successful professional speaking and training businesses in the country. In that role, she sold thousands of customized and personalized programs to companies and associations all over the globe. She generated new, additional revenue streams, and created ongoing marketing and creative strategies to stay top of mind and attract new business. Michelle also designed specific tools and processes to ensure a flawless event for her speakers and her customers.  Michelle has been acknowledged in several business books for input, ideas, and expertise; and her articles have appeared in a variety of blogs and newsletters. She is an active, professional member of the National Speakers Association (NSA) and the International Association of Speaker Bureaus (IASB), where she currently serves as President-Elect.  In 2018, Michelle received the IASB Pace Setter Award for introducing a new program or service that moved the association forward. In 2020, Michelle was awarded the IASB Dottie Walters Helping Hands Award for recognition of exceptional willingness to assist others in the bureau and speaker management industry.  When she's not managing speakers, Michelle co-leads a Girl Scout Troop of incredible future girl bosses. She can also be found at various youth sporting events; traveling and seeking new adventures; or spending time on the lake with her beautiful family and their spoiled- rotten labradoodle. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Many dream of working in sports media, but few take unconventional paths to get there. How does a math major become a top ESPN broadcaster? What lessons can we learn from his perseverance and passion? In this episode of Mitlin Money Mindset®, Larry Sprung interviews Arda Öcal, host for NHL on ESPN and SportsCenter anchor. Arda shares his journey from an unexpected start in broadcasting to becoming a respected voice in sports media. He reflects on overcoming challenges, embracing his uniqueness, and finding inspiration in surprising places. Arda discusses: How his love for sports and storytelling led him from a math degree to a career in broadcasting The persistence and resilience required to break into and thrive in the media industry His near decision to change his name to improve job prospects and why he's glad he didn't The power of hearing “no” and how rejection can be a stepping stone to future opportunities How video games, Star Wars, and hockey inspire his personal and professional growth And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Arda Öcal:  Twitter: @arda  IG: @ardaocal  TikTok: @ardaocaltok  LinkedIn: Arda Öcal About our Guest: Arda Öcal is an NHL on ESPN host (game broadcasts, In The Crease, various features) and a SportsCenter anchor who also hosts SportsCenter on Snapchat, SportsNation, and has contributed to NBA, PGA TOUR, Euro soccer, esports, MLS, UFC, MLB and NFL coverage at ESPN. Prior to ESPN, Öcal worked for MSG Networks as an NHL/NBA game host, WWE, The Score as a sports anchor, Weather Network as a field reporter (including right in the middle of deadly storms and blizzards) and many other places. Öcal has hosted more than 300 live events, from sporting events, concerts, to panels, conventions and more. After failing to make the Oakville Rangers AAA minor hockey team, Öcal turned his attention to broadcasting, where he began as a host, reporter and play-by-play announcer for the OHL's Brampton Battalion and Mississauga St., Michaels Majors and the AHL's Toronto Marlies – all on Rogers TV. Öcal eventually made his way to MSG Networks, where he handled many hockey related posts, including the MSG 150 on Rangers broadcasts, Devils game broadcasts, and hosting the MSG Hockey Show for two seasons. Öcal has also hosted ESPN'S In The Crease the last two seasons. In addition, Öcal is a member of MENSA International and is a dual official video game world record holder, in NHLPA93 and NHL96 for Sega Genesis. Arda is also the voice of the NHL Gaming World Championship, the NHL's official major yearly esports tournament, as well as many NHL team tournaments across the league. Öcal was featured in the NHL's “United by Hockey” Mobile Museum Experience which toured North America during the 2023-2024 NHL Season to celebrate hockey's influential figures and trailblazers, and highlight leaders from diverse communities across various backgrounds. In October 2023, Arda gave a TED Talk about inspiration and his experience as one of the only Muslim broadcasters in SportsCenter and hockey history. Arda has a degree in Mathematics from the University in Waterloo and lives in New York with his wife Jennifer and daughters Ayla and Katia.  Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

From personal transformation to entrepreneurial triumph, Mike Fata's story showcases resilience, vision, and purpose-driven leadership. In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Mike Fata, founder of Manitoba Harvest Hemp Foods. They discuss Mike's inspiring journey from overcoming personal health challenges to creating a thriving business in the health food industry.  Mike shares his philosophy on maintaining balance, the lessons learned from his entrepreneurial path, and the importance of mentorship in fostering success. Mike discusses: Overcoming personal health challenges and using those experiences to inspire business ventures Founding Manitoba Harvest Hemp Foods and growing it into a $100M+ business The emotional and logistical aspects of exiting a business and finding purpose afterward His passion for health, sustainable living, and educating others through mentorship and media The launch of his book, Grow: 12 Unconventional Lessons for Becoming an Unstoppable Entrepreneur, and its insights for aspiring leaders And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Grow: 12 Unconventional Lessons for Becoming an Unstoppable Entrepreneur by Mike Fata Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Mike Fata:  LinkedIn: Mike Fata Instagram: Mike Fata Twitter: Mike Fata Website: Mike Fata About our Guest: Mike co-founded Manitoba Harvest Hemp Foods in 1998. From 1998 to 2016, he ran all aspects of the company as Chairman of the Board and CEO. In February 2019 Mike helped guide the strategic sale of Manitoba Harvest to Tilray for $419 million dollars. Mike has dedicated over 25 years studying and practicing natural health, starting in 1995 when he made the life changing decision to lose over 100lbs, and go from 300lbs to his current 180Lbs. He has gained an excellent knowledge of human anatomy, diet, nutrition and natural healthy lifestyle. Mike is a best-selling author, a keynote speaker, and has been featured on various media countless times regarding natural health, nutrition, hemp foods, organic agriculture, sustainable business, entrepreneurship and mentorship. Mike has won numerous awards: Young Entrepreneur of the Year (2004) Socially Responsible Business Award (2006) The Lorax Award (2006) Top 40 under 40 (2008) Company of the Year (2010) CHFA Organic Achievement Award (2010) Spirit of Winnipeg Award (2014) Nutrition Business Journal Education Award (2014) CME Emerging Business Award (2014) EY Entrepreneur of the Year (2014) MFPA Presidents Award (2016) OTA Organic Rising Star Award (2016) Top 100 Health Influencers (2017) John Holtmann Leadership Award (2021) In February of 2022, as Chairman of the Board, Mike completed his third nine figure exit deal with the acquisition of Sol Cuisine by Plant Plus Foods for $125mm cash. Mike is currently Chief Executive Officer of Fata & Associates, Chairman of the Board of Nuts For Cheese, Global Growth Advisor for Mid-Day Squares, Lifetime Member (Past Chairman) of the Canadian Health Food Association (CHFA), Lifetime Member (Past Chairman) of Young Presidents Organization (YPO) and investor/advisor to a portfolio of companies. Mike is a homeschooling father, certified holistic health coach and avid backyard organic farmer. In his free time he enjoys coaching and mentoring natural products industry entrepreneurs. In 2021 Mike launched www.fatafleishman.org a free mass mentorship toolbox for CPG entrepreneurs. Mike hosts the Founder to Mentor podcast (a top 5% global podcast), connecting you with world class founders to inspire your personal and professional growth. https://www.mikefata.ca/podcast  Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

How can technology improve financial services without losing the essential human connection?  Dani Fava offers her knowledge and vision for a future where innovation meets empathy. In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Dani Fava, Chief Strategy Officer at Carson Group, about the evolving role of technology in financial services. Dani shares her journey into FinTech, the importance of leveraging AI to assist advisors, and how human connection will remain at the core of client relationships. Dani discusses: Her origin story in FinTech, beginning with automating tasks as a single mother navigating Wall Street The distinction between artificial intelligence and traditional programming, highlighting AI's decision-making capabilities How AI is already integrated into daily life and its potential for enhancing client-advisor communication Strategies for advisors to use AI tools for improved task management, client interactions, and personalized services The role of empathy and human connection in the financial advisory profession as technology continues to advance And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Dani Fava:  LinkedIn: Dani Fava X: Dani Fava Website: Carson Group About our Guest: Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani's leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI. Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Her impact and forward-thinking vision earned her a spot on FinTech Magazine's Top 100 Women in Finance, InvestmentNews' Women to Watch and ThinkAdvisor's 2020 IA25, underscoring her status as a trailblazer in wealth management innovation. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Choosing the right path in hockey can be a challenge, but it can also unlock incredible opportunities on and off the ice. How can aspiring hockey players and their families make informed decisions about their futures? What makes College Hockey an unmatched avenue for development, education, and long-term success? In this episode of Mitlin Money Mindset®, Larry Sprung hosts Sean Hogan, Executive Director of College Hockey Inc., to discuss the unique development opportunities provided by College Hockey. They explore the challenges and benefits of this pathway, its role in shaping young athletes' futures, and the resources available to guide families along the way.  Sean emphasizes how College Hockey empowers players to excel both athletically and academically while keeping doors open for life after sports. Sean discusses: The mission of College Hockey Inc. and its role in promoting NCAA hockey across North America The benefits and structure of the College Hockey pathway compared to other development paths Why the average rookie age of 23 is crucial for understanding hockey's developmental timeline The impact of education and NCAA graduation rates on long-term success for hockey players Resources and strategies for families navigating the junior hockey system and NCAA eligibility And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Sean Hogan:  LinkedIn: Sean Hogan College Hockey Inc. Sean Hogan (@coach_hogan) - X About our Guest: Sean Hogan has coached hockey at the youth, junior, intercollegiate and international levels. He joined College Hockey Inc. in 2019 as the Director of Education and now serves as the organization's Executive Director. Sean has extensive knowledge in regards to the NCAA college hockey landscape and his primary responsibility is promoting NCAA hockey to talented athletes and families. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Imagine traveling to 65 countries, visiting iconic destinations, and creating lifelong memories—all while earning a master's degree! In this episode of Mitlin Money Mindset®, host Larry Sprung speaks with Brooklyn Schwetje about her 274-day adventure aboard the Royal Caribbean Ultimate World Cruise. Brooklyn shares how she embraced the joy of travel, immersed herself in diverse cultures, and balanced academic commitments with exploring the globe. Her story is a testament to making the most of every opportunity and finding growth in every experience. Brooklyn discusses: How she balanced studying for her master's degree with the demands and joys of a nine-month global cruise Highlights from her journey, including visiting Antarctica, exploring Mo'orea, and an unforgettable hike in Norway The importance of forming meaningful connections with her “cruise family,” including both passengers and crew members Cultural experiences, such as witnessing a traditional haka in New Zealand and participating in local performances The impact of sharing her journey on social media and how it fueled her personal and professional growth And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Brooklyn Schwetje:  Instagram: @brooklyntravelstheworld  Tiktok: @brooklyntravelstheworld About our Guest: Brooklyn Schwetje recently completed the adventure of a lifetime as a participant in Royal Caribbean's 9-month Ultimate World Cruise, where she explored over 60 countries. The journey was filled with unforgettable experiences, meaningful connections with her family and newfound friends, and countless memories to treasure. Remarkably, Brooklyn continued her academic journey while traveling, staying on track to earn her master's degree from the University of Alabama. Now looking forward to graduating in December, Brooklyn reflects on the incredible opportunity to combine education with exploration and cherishes the lessons and friendships gained along the way. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Ever wondered how passions transform into thriving ventures?  In this engaging episode, we explore just that. Larry Sprung chats with Mackenzie Murphy, the innovative mind behind The Hockey House, a platform celebrating college club hockey and its unique culture. Delve into Mack's fascinating journey from a college student at Syracuse to becoming a major force in sports media. Discover how his passion for hockey and storytelling combined to forge a platform that shines a spotlight on the breadth of college hockey options beyond the NCAA.  Larry and Mack discuss:  The importance of finding the right college fit for athletes The evolving landscape of collegiate club hockey and its opportunities Advice for aspiring content creators and podcasters The impact of social media on sports engagement And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Mackenzie Murphy:  The Hockey House Podcast Instagram: Mackenzie Murphy X: Mackenzie Murphy About our Guest: Founder of the Hockey House Podcast, Mackenzie is a proud graduate of Syracuse University, where he played four seasons ACHA M1 hockey. He currently runs the @hockeyhousepod accounts on Instagram, X, TikTok, and YouTube and serves as the primary host for each podcast episode. Mackenzie is proudly from North Conway, New Hampshire. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

How do you create a thriving franchise while staying true to personal values and innovation? In this episode of the Mitlin Money Mindset®, host Larry Sprung interviews Bennett Maxwell, Chairman of Dirty Dough Cookies. From his early entrepreneurial roots to transforming Dirty Dough into a streamlined, values-driven brand, Bennett shares insights on leadership, mental health advocacy, and simplifying franchise operations. Learn how his tagline, “It's the inside that counts,” reflects both his product and personal philosophy. Bennett discusses: Simplifying operations by centralizing cookie production to create an easy-to-run franchise model The significance of his personal journey, including childhood sales experiences and pivoting from solar to the cookie business The value of an advisory board in building a solid foundation for Dirty Dough's growth Prioritizing mental health and spreading positive messages through packaging and branding The impact of a clear mission statement and core values in attracting like-minded franchisees and customers And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Bennett Maxwell:  Website: Bennett Maxwell  Facebook: Bennett Maxwell  Linkedin: Bennett Maxwell  Instagram: Bennett Maxwell  Youtube: @deeperthandough2123 About our Guest: Bennett Maxwell is a multifaceted entrepreneur renowned for his innovative approach to business and commitment to enhancing the entrepreneurial landscape. He is currently the driving force behind Dirty Dough Cookies, a fast-growing and thriving national cookie restaurant with 80+ stores open and dozens more set to launch this year. Maxwell's professional journey spans diverse industries, from real estate in Utah to the co-founding and eventual successful sale of Switch to Solar in addition to his entrepreneurial endeavors, he is a sought-after speaker and frequently shares valuable insights with the media. Maxwell is also the host of the Deeper Than Dough podcast, which he started in 2023. The podcast focuses on finding joy and fulfillment in life.  Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Access to top coaches and scouts is no longer out of reach, thanks to Lucas Bahn's innovative platform, Player Intro. In this episode, Mitlin Money Mindset® host Larry Sprung interviews Lucas Bahn, co-founder of Player Intro, about how this groundbreaking platform is transforming the way athletes connect with experts in hockey.  Lucas shares his entrepreneurial journey, the importance of empowering players to lead their careers, and how Player Intro saves hockey families time, money, and stress while providing unprecedented access to the hockey community. Lucas discusses: The inspiration behind Player Intro and how it democratizes access to top coaches and scouts The benefits of encouraging players to take charge of their athletic journeys How aligning with a clear mission helped Player Intro secure impactful partnerships Practical advice for hockey families on managing expenses and avoiding unnecessary spending The life lessons learned from hockey and how they prepare players for success beyond sports And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Lucas Bahn:  Website: Player Intro Instagram: @lucasbahn Linkedin: Lucas Bahn X: Lucas Bahn About our Guest: Lucas Bahn, co-founder of Player Intro, the first-ever global marketplace for conversation in youth sports. Former NCAA DI hockey player turned entrepreneur. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Are you ready to redefine financial advising and build true trust with your clients? Chuck Failla shares how embracing a fiduciary-first model is changing the game for advisors. In this episode, Larry Sprung interviews Chuck Failla, CEO of Sovereign Financial Group and host of goRIA, discussing the power of fiduciary advising, the shift from commission-driven models, and how RIAs are leading the charge in transparent client relationships. Chuck provides actionable insights on growing practices authentically and the value of educational marketing. Chuck Discusses: The transformative journey from commission-based advising to fee-only fiduciary models Why financial advisors should embrace the RIA framework for building authentic client trust How fiduciary principles empower clients to make informed financial decisions The importance of educational marketing to attract and retain ideal clients Misleading practices by "planners in name only" (PINOs) and advocating for ethical advising And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Chuck Failla:  LinkedIn: Chuck Failla X: @charlesfailla1 Sovereign Financial Group, Inc goRIA Podcast About our Guest: Chuck has been a financial advisor for more than 25 years. He started in the early 90s as a "cold calling cowboy" in NYC selling individual stocks. As he built his book, he always planned to go independent and did so in 1999 by opening an independent branch of Raymond James Financial. At that time, Chuck earned his CFP® designation and transitioned from individual stock picking to financial planning and asset allocating using mutual funds and SMAs. Chuck's practice evolved into what is today Sovereign Financial Group, Inc., an SEC registered RIA. With offices and advisors in the Northeast, Florida, and Colorado, Sovereign is one of the fastest growing RIAs in the country. Chuck is also the Director of Sovereign Advisor Solutions (SAS)-- a division of Sovereign Financial Group, Inc. SAS helps advisors transition to RIA by offering a comprehensive plug and play solution for going independent.   Chuck's ties to the financial planning community run deep… he currently: Is the host of goRIA: Fueled by InvestmentNews ( www.goRIA.com ) Serves on the Board of Directors for the FPA of Connecticut and Chairs their Pro Bono / Public Outreach Committee. Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College. He resides in Connecticut with his wife, two children, black lab and cats. In his spare time, he enjoys all things travel & outdoors -- on the weekends you will find him with his family hiking, camping, skiing, boating or just enjoying some grilling in the backyard. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

What if teaching kids about money could change their lives forever? This week on Mitlin Money Mindset®, Larry Sprung welcomes David Delisle, founder of The Awesome Stuff™, to explain how financial literacy starts early and the powerful impact of intentional living.  In this episode, David shares his unique journey, discussing how small shifts in our conversations with children about money can foster lifelong financial health and happiness. Discover how David's approach to financial education and mindfulness can transform not just the habits of children, but families as a whole. With a career spanning entrepreneurship, real estate investing, and authorship, David uses his insights to guide families towards what truly matters. Larry and David discuss:  How powerful words shape children's perceptions of money and value The Awesome Stuff™ concept and its journey Practical tips to start positive money conversations with kids The importance of habits over mechanics in investing Insights from his book, "The Golden Quest", on teaching financial literacy to kids And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide The Golden Quest by David Delisle Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with David Delisle:  Instagram: David Delisle Website: The Awesome Stuff About our Guest: David Delisle, founder of The Awesome Stuff™, is a bestselling author, entrepreneur, real estate investor, speaker, and most importantly, Dad. He is a contributor to Entrepreneur, Yahoo! News, Thrive Global and more. At age 11, David made his first investment. By age 20, he began investing in real estate and was retired by age 40. His book, The Golden Quest, is a Calvin & Hobbes-style graphic novel that teaches potent lessons about money, focusing on breaking the cycle of always chasing more. David's goal is to change the way our kids think about money and create more freedom for what's most important to them… the Awesome Stuff™. David has been featured in Good Day LA, Good Day DC, NTD TV, NY Post, ScaryMommy, GoBankingRates, MindBodyGreen, Credit Sesame, and more! Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

What does it take to create champions both in sports and life?  For Gordie Stafford, it's a blend of discipline, teamwork, and a lifelong passion for mentorship. In this episode, Larry Sprung sits down with Gordie Stafford, Girls Prep Head Coach and Director of Girls Hockey at Shattuck-St. Mary's. Gordie touches on how hockey can instill life skills, the importance of developing good character, and fostering a winning mindset. From shaping the next generation of female hockey stars to his enduring love for teaching English, Gordie shares his reflections on making a difference through sport and education. Gordie discusses: The transformative lessons sports teach and their relevance to life  His philosophy of nurturing both athletic skill and personal character in young athletes The evolving opportunities in women's hockey and his role in paving the way for players How fostering gratitude, joy, and resilience shapes success on and off the ice The critical role of mentorship and creating an environment of mutual growth for students and coaches And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Gordie Stafford:  LinkedIn - Gordie Stafford X  -  @GordieStafford Instagram  - gordiestafford Facebook – Gordie Stafford About our Guest: Gordie Stafford, born in Banff, Canada, signed with the Edmonton Oilers after three seasons in the Western Hockey League. During his eight-year professional hockey career, primarily with the Milwaukee Admirals, he earned a degree in Secondary Education and a master's in Educational Psychology. He began teaching and coaching at Marquette University High School before coaching the St. Albert Saints in Canada. Since 2000, Stafford has been at Shattuck-St. Mary's School in Minnesota, where he became Girls' Hockey Director and Prep Coach in 2004. Under his leadership, the program has won 17 national championships, including 10 by the Prep team. Stafford has guided players to Olympic competition, Division I success, and prestigious honors like the Patty Kazmaier Award. Inspired by his work, he pursued a PhD (ABD) in Sports Psychology. Married for 40 years, he is a proud father and grandfather. His son, Drew, had a 14-year NHL career. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Ever wonder how culture shapes the way we view the world and influences our actions?  In this episode, Larry Sprung chats with Dr. Marcus Collins, an award-winning marketer and cultural translator, about the unseen yet powerful force of culture in business.  Dr. Collins shares insights from his career and explores how cultural understanding can drive success. With experiences working for iconic brands and figures like Beyoncé and Apple, Marcus unpacks the significance of translating cultural nuances into marketing strategies. Dive in to discover how culture can be the ultimate driver in shaping consumer behavior and effective leadership. Dr. Marcus Collins discusses: The intersection of culture and business  His journey from engineering to marketing  The role of culture in influencing human behavior  Strategies for entrepreneurs to leverage cultural insights Cultural impact on leadership and organization And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Marcus Collins:  LinkedIn: Dr. Marcus Collins Website: Dr. Marcus Collins X: Dr. Marcus Collins Instagram: Dr. Marcus Collins About our Guest: Dr. Marcus Collins is an award-winning marketer and cultural translator. He is the former chief strategy officer at Wieden+Kennedy, New York, a marketing professor at the Ross School of Business, University of Michigan, and the author of the best-selling book, For The Culture: The Power Behind What We Buy, What We Do, and Who We Want To Be. Marcus is an inductee into the American Advertising Federation's Advertising Hall of Achievement and a recipient of the Thinkers50 Radar Distinguished Achievement Award for the idea most likely to shape the future of business management. His strategies and creative contributions have led to the launch and success of Google's “Real Tone” technology, the “Made In America” music festival, and the Brooklyn Nets, among others. Before his advertising tenure, Marcus worked on iTunes + Nike sport music initiatives at Apple and ran digital strategy for Beyoncé. He writes a column for Forbes CMO Network and contributes to business scholarship. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

In a world where our lives may not look as we envisioned, finding joy can be both challenging and transformative. What does it mean to embrace the reality of our stories? How can vulnerability help us find resilience and purpose? In this episode, Larry Sprung interviews Rachel Marie Martin, founder of FindingJoy.net and bestselling author, about her journey of self-discovery and empowerment. Rachel shares how she built a thriving online community by encouraging authenticity, vulnerability, and connection, especially for women and mothers. The conversation explores her insights on building joy, leveraging media, and staying connected to purpose, even through challenges. Rachel discusses:  Her entrepreneurial journey and the inception of FindingJoy.net Monetizing Facebook organically and building a thriving audience The power and necessity of maintaining authentic engagement in social media The viral impact of her quote and the universal appeal of its message The significance of embracing authenticity and vulnerability in storytelling  Her latest book, "Get Your Spark Back," and its transformational insights And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Rachel Marie Martin:  LinkedIn: Rachel Marie Martin Website: Finding Joy Facebook: Finding Joy About our Guest: Rachel believes in the power of the human spirit to overcome, thrive, and find deep joy and because of that she pours out her heart via these platforms: she is the writer behind the site FindingJoy.net and author of Get Your Spark Back,  Mom Enough and The Brave Art of Motherhood and a founding partner in Audience Industries – a company designed to train and equip entrepreneurs in their ventures. Her articles have been translated into over 25 languages, her site reaches millions of visitors per month and she has a robust, engaged Facebook community. Her content has been featured in The Today Show, Good Morning America,  NPR, The Huffington Post, Tiny Buddha, iVillage, Stuff New Zealand,  John Tesh, PopSugar, Motherly, Parents, What to Expect, Star Tribune, Independent Journal Review, Dr. Greene, Power of Positivity, Her View From Home, and many more. She speaks worldwide encouraging others to live each day with purpose and drive. Beyond that, she's a mom to seven and calls Nashville, Tennessee, her home. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

What if every leap into uncertainty brought you closer to defining your true wealth and joy in life?  Discover how one man's journey through 193 countries led to unexpected lessons on resilience and embracing the unknown. In this episode, Larry Sprung speaks with Sam Goodwin, an American entrepreneur, author, and professional speaker known for his remarkable journey of traveling to every country in the world. Sam's story is not only about adventure but also about overcoming significant challenges, including surviving solitary confinement in Syria, and how these experiences have shaped his outlook on life and success. Sam discusses:  The lessons learned from competitive sports and how they translated into his professional life The turning point that led him to aim to visit all 193 countries His harrowing experience of being detained in Syria and the life-altering insights that came from it  The importance of uncertainty and the growth it offers How he coached the North Korean national ice hockey team as part of a cultural exchange And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Saving Sam: The True Story of an American's Disappearance in Syria and His Family's Extraordinary Fight to Bring Him Home Hardcover – by Sam Goodwin  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Sam Goodwin:  LinkedIn: Sam Goodwin Website: Sam Goodwin About our Guest: Sam Goodwin is an American entrepreneur, author, and professional speaker. A former Division I collegiate hockey player, he co-founded a tech company and NGO in Singapore and is one of the few people who has traveled to all 193 countries in the world. As a thought leader on embracing uncertainty, Goodwin delivers keynotes to organizations around the globe, from large corporate conventions to intimate leadership retreats and everything in between. Sam earned a bachelor's from Niagara University, a master's from Wash U in St. Louis, and a doctorate from Johns Hopkins SAIS. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

How Powerful Can Reading Really Be? What if the key to changing the world lies in the pages of a book? In this episode, Larry Sprung chats with the remarkable 13-year-old E Train, the Founder and CEO of E Train Talks.  E Train has turned his lifelong love of books into a movement to combat 'book deserts'—areas where books and educational resources are scarce. Learn how this young entrepreneur has distributed thousands of diverse stories to underserved communities, and why he believes every child deserves access to books. Larry and Eran discuss:  The journey from book reviewing to running a nonprofit  The impact of author interviews and how he connects with them The importance of discussing banned books and advocating for literacy  Advice for young and aspiring entrepreneurs on following their passions And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with E Train:  Website: E Train Talks Twitter/X: @ETrainsWorld Instagram: @etraintalks   Facebook: E Train's World of Books & Wonder E Train Talks Podcast About our Guest: E Train is a 13-year-old multi-award-winning literacy advocate, podcast host, book reviewer, and reading ambassador. He's also the Founder/CEO of E Train Talks, Inc. a 501©(3) nonprofit organization dedicated to ending book deserts and changing the world, one read at a time! Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Are you ready to transform the way you think about money, health, and your true potential?  In this episode of Mitlin Money Mindset, Larry Sprung welcomes Dr. Phil Pearlman, founder of the Pearl Institute, to delve into the powerful intersections of behavioral finance and personal growth.  Discover how Dr. Pearlman's unique insights and systems can help you redefine your financial decisions, enhance your overall well-being, and cultivate lasting joy.  They discuss:  Dr. Pearlman's journey from clinical psychology to pioneering behavioral finance How to integrate mindset and self-awareness in financial and personal life The parallels between wealth and health, and how they impact decision-making Insights into creating sustainable, positive changes in your life and mindset Strategies like meditation and fitness to sustain joy and self-improvement And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Dr. Phil Pearlman:  Email: ppearlman@gmail.com  X: @ppearlman Website: Pearl Institute About our Guest: Phil launched Pearl Institute to help people live healthier, perform better, and make wise decisions. Previously, he spent years serving as an executive in both finance and media. Phil lives with his wife and two boys in Montebello, New York. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Sports have evolved into a lucrative investment arena, intertwining with technology and media.  How are savvy entrepreneurs seizing this growing field? In this episode of the Mitlin Money Mindset, Larry Sprung sits down with Andrew Petcash, founding partner at Profluence Capital, to explore the dynamic intersection of sports, technology, and media.  Andrew shares his journey from early entrepreneurial ventures to becoming a venture capital leader, offering invaluable insights into market trends and investment strategies that could guide you through today's complex financial landscape. Listeners will also discover how Andrew's firm is driving innovation in sports and beyond by leveraging strategic investments and building impactful communities for promising startups. Larry and Andrew discuss:  The role of sports as a fertile ground for building companies due to its built-in community, especially in emerging countries like India Why sports, tech, and media are becoming increasingly synergistic and how it affects entrepreneurship Andrew's entrepreneurial journey and how his firm Profluence Capital supports innovative startups and sports tech companies The evolution and future of the sports industry, including the impact of NIL changes and sports betting And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Andrew Petcash:  LinkedIn: Andrew Petcash Twitter (X): Andrew Petcash Website: Profluence About our Guest: Andrew Petcash is a founding partner at Profluence Capital where they invest in emerging Sports IP and Sports Technology.  Prior to starting Profluence, he founded and exited his college sports media brand, CAI. Andrew has helped Profluence's media properties garner over 15 million social media followers. Andrew graduated from Boston University with a B.S.B.A. concentrating in finance. He was also a captain of the Terriers D1 basketball team and a Patriot League Champion. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

What if retiring meant more than just winding down? What if it included excitement, exploration, and a new beginning in your favorite corner of the world?  In this episode, Larry Sprung chats with Tommy Sikes, founder of Traveltirement, about the unique adventure of combining retirement with the allure of living abroad, particularly in Italy and France.  Tommy reveals how his personal passion and financial knowledge have led to helping others discover affordable housing and seamless transitions in these dream destinations. Together, they explore the ins and outs of balancing travel desires with financial realities, ensuring a thrilling yet sound journey into international living. Larry and Tommy discuss:  How the entrepreneurial mindset shaped Travel Retirement Discovering affordable properties in Italy and France The significance of niching down in content and business  Practical tips for retiring abroad Building an engaging online presence through YouTube and newsletters And more! Resources:  Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung   Connect with Larry Sprung:   LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Tommy Sikes:  LinkedIn: Tommy Sikes Website: Traveltirement YouTube: Traveltirement™   About our Guest: Tommy Sikes has been travelling since he was young, inspired by his parents who instilled in him a love for exploring the world. Their encouragement to see new places left a lasting impact on him. When his parents passed away at the ages of 70 and 75, it served as a wake-up call for Tommy to live life to the fullest. Now, at age 53, he feels the urgency to pursue his own travel dreams. Tommy is on a mission to combine his passion for France and Italy with his expertise as a CERTIFIED FINANCIAL PLANNER™ professional. He aims to help others achieve their dreams of living in France or Italy, sharing his knowledge and experience to make their goals a reality. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Books are more than just stories; they are the key to opportunity. In this episode, Larry Sprung talks with Amy Zaslansky, the founder of Book Fairies, a nonprofit organization on a mission to eradicate book deserts and foster a love of reading.  Amy shares her transformative journey from occupational therapist to pioneering a movement that increases access to books for under-resourced communities.  Discover how Book Fairies has distributed millions of books to schools, shelters, and communities in need, and learn how you can join the effort to spread literacy and joy. Larry and Amy discuss:  Amy's unique path from occupational therapy to founding Book Fairies The impact of Book Fairies in increasing literacy rates by providing access to books The collaborative efforts with the IDD community for book distribution Mitlin Financial's upcoming book drive to support the cause And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Amy Zaslansky:  (516) 557-6645 LinkedIn: Amy Zaslansky Website: Book Fairies About our Guest: Amy Zaslansky is the founder of Book Fairies. She is passionate about expanding literacy opportunities in under-resourced areas by flooding communities with the books at-risk children need to succeed. Amy is a Maryland native, graduating Emory University with a BA in Psychology and Temple University with an MS in Occupational Therapy.   Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Authenticity and financial empowerment are key to achieving success and joy in life. How do you stay true to yourself while navigating the financial industry? How can you help others achieve their financial goals and find joy in the process? In this episode, Larry Sprung interviews Stoy Hall, CFP®, CEO and founder of Black Mammoth, about his journey from a financially illiterate household to leading a successful financial services company. Stoy shares his insights on authenticity, leadership, and the importance of helping others achieve their financial goals. Larry and Stoy discuss:  Stoy's transition from childhood financial struggles to founding Black Mammoth The power of being your authentic self in business and life The importance of merging competitiveness with an abundance mindset Tips for effective public speaking and engaging with your audience How his podcast enhances his business and connects with clients And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  NoBS Wealth Podcast by Stoy Hall Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Stoy Hall:  LinkedIn: Stoy Hall Website: Black Mammoth Wealth Facebook: Black Mammoth Wealth Tweets from @Stoy_Hall About our Guest: Stoy Hall, CFP®, is a financial innovator and CEO of Black Mammoth, focused on inclusive, holistic wealth management. He also leads Kālā Capital as Founder and Fund Manager. A devoted father, Hall blends emotional intelligence with financial strategy, emphasizing family, education, and happiness. His Modern Family Office model offers integrated services to align clients' lives and finances. A passionate foodie, Hall believes true wealth includes life's experiences. As host of the NoBS Wealth Podcast, he demystifies finance through candid conversations, empowering listeners with practical insights.  

Ever wonder how Disney is able to evoke profound emotions of joy and wonder even in those far removed from childhood? In this episode of Mitlin Money Mindset, Larry Sprung speaks with Theron Skees and James Warda, two experts in the Disney universe, to explore the enchanting world behind Disney's most beloved experiences. Learn about the emotional connections forged by Disney rides, the behind-the-scenes magic of Imagineering, and how businesses can harness these storytelling techniques to create impactful customer experiences. Plus, discover the unique journey that led to the creation of James Warda's book, "How Does Disney Do That?". Larry, James, and Theron discuss:  The emotional impact of Disney attractions and guest experiences. The book 'How Does Disney Do That?' came to be and the role Joe Rohde had in its creation. The collaborative process between creators and fans in bringing Disney magic to life. Business lessons that can be learned from Disney's storytelling methods. And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Facebook: How Does Disney Do That? LinkedIn: How Does Disney Do That? Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with James Warda: LinkedIn: James Warda  Instagram: James Warda YouTube: James Warda X (Twitter): James Warda Website: James Warda Website: How Does Disney Do That? Connect with Theron Skees:  LinkedIn: Theron Skees Facebook: Theron Skees Instagram: Theron Skees  YouTube: Theron Skees Website: Designers Creative Studio  About Theron: Theron Skees is the founder of The Designer's Creative Studio and has over 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry.  As a veteran of Walt Disney Imagineering, he has led diverse creation, design and construction projects from hundreds of millions to multiple billions of dollars in a wide variety of experience types. He is a corporate culture evangelist who applies vision, strategy, focus and high personal standards to advance design and increase brand equity. Using “Story” as the key element to deliver business goals and make an emotional connection to guests Theron is an organized creative leader with exceptional capability in managing multiple, concurrently running teams and is a highly respected, natural communicator who interfaces positively and professionally at all levels.  About James: James Warda is writer, keynote speaker, workshop facilitator, and author of  multiple books such as “How Does Disney Do That?”, “Where Are We Going So Fast?” and more. His background includes being a blogger for the Chicago Tribune Media Group, and columnist for the Chicago Tribune and Pioneer Press. James is recognized for ability to make the complex simple and align groups to execute large-scale change initiatives across multiple industries, including aerospace, defense, energy management and automation, finance, healthcare, insurance and more.  James leads with expertise in executive communications, internal communications, public relations and media relations, crisis communications, digital communications, marketing, and Labor Relations and Mergers and Acquisitions (M&A) communications.

Leaving a stable career to travel the world sounds amazing, but it's impossible, right?  Wrong! Jen Ruiz not only did it, but she also turned her adventures into a thriving business! Join Larry Sprung in learning about the inspiring journey of Jen Ruiz, founder of Jen on a Jet Plane, who transitioned from a career in law to becoming a full-time travel blogger, author, and entrepreneur. Jen shares how she discovered her love for travel, the steps she took to turn that passion into a career, and the challenges she overcame along the way. So sit back and enjoy hearing tons of practical travel hacks that can help make your travel dreams a reality. Larry and Jen discuss:  How Jen transitioned from being an attorney to a travel hack entrepreneur. The significance of her 12 trips in 12 months challenge and the lessons she learned along the way. Tips on finding affordable flights and maximizing travel rewards. The need for more representation and investment in Hispanic creative projects. How to build up and foster relationships with brands to obtain partnerships. And more!   Resources: Ashley Gets Around  Roame Travel Going - Scott's Cheap Flights Thrifty Traveler  Women in Travel Summit Women's Travel Fest TBEX Summit Financially Lit! by Jannese Torres Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung    Check out Jen's Books: 12 Trips in 12 Months by Jen Ruiz The Solo Female Travel Book by Jen Ruiz The Affordable Flight Guide by Jen Ruiz 25 Ways to Work From Home by Jen Ruiz You Need A Vacation! By Jen Ruiz   Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect with Jen Ruiz:  LinkedIn: Jen Ruiz Instagram: Jen Ruiz X (Twitter): Jen Ruiz TikTok: Jen Ruiz Facebook: Jen Ruiz Jen on a Jet Plane    About our Guest: Jen Ruiz is a lawyer turned full-time travel blogger and author. She is a 3- time TEDx speaker, national award-winning travel journalist, and has been featured by outlets like Forbes and The Washington. She has been named a top Latina travel expert by Mitu and The Points Guy and is the solo female traveler behind Jen on a Jet Plane.

You are the most important person in your own life. But are you truly taking care of yourself?  Are you searching for ways to overcome personal challenges and find joy in every moment?  In this episode of Mitlin Money Mindset, Larry Sprung sits down with Danielle A. Vann, the insightful host of the "Get Your Life Together, Girl" podcast, to explore her inspiring entrepreneurial journey and the transformative lessons she's learned along the way. Learn tips for building resilience, the power of perspective, and practical steps to harness your inner strength.  Topics discussed:  Danielle's background and journey to entrepreneurship. The life event that fueled her mission to help others heal and grow. What inspired Danielle to start the Get Your Life Together, Girl podcast Advice and insights on building resilience and identifying personal strengths. How to achieve your best self and make lasting transformations. The impact of Danielle sharing her story on PBS's Roadtrip Nation And more! Resources: Mitlin Financial   The JOY and Productivity Journal Get Your Life Together, Girl Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Danielle Vann:  Danielle A. Vann  LinkedIn: Danielle Vann X (Twitter): Danielle A. Vann Instagram: Get Your Life Together, Girl Facebook: Danielle A. Vann YouTube: Get Your Life Together, Girl TikTok: Get Your Life Together, Girl About our Guest: Danielle A. Vann has always had a passion, scratch that, thirst for understanding people's life stories and how those experiences are used as a benefit or detriment. Yet, it wasn't until 2016 that she turned inward and realized her own story needed to be examined and healed after a series of major life shifts, specifically the death of two parents and nearly losing her middle daughter to kidney failure within the span of forty-five days. Some call those shifts “the dark night of the soul,” as they do feel as if there is no light left in the world. However, Danielle calls them “the light of the soul” because often, it isn't until those challenging moments that the fullest expression of the person, the soul, shines!  When Danielle set out to heal and fully thrive in the light of her soul, she longed for resources and support that felt intimately connected to her spirituality, mental, emotional, and physical well-being and path. Yet, no matter what she tried, outside of meditation, she continually felt disappointed by what she found. Finally, taking her healing into her own hands, she found her true calling.  Now, as a Cognitive Behavioral Therapist, renowned Life Coach to women, Master-Level Advanced Neuro-Linguistic Programming Practitioner, 100-hour Meditation Instructor through the IMMA, HeartMath Trauma-Sensitive Certified Practitioner, MSBR (Mindfulness-Based Stress Reduction) instructor, Sound Healing Therapist, Reiki Practitioner, Master-Level Emotional Intelligence Therapist, Emotional Freedom Tapping Practitioner, DBT (Dialectical Behavioral Therapy) therapist, Positive Psychology practitioner, and trained in Energy Healing Medicine, Subconscious release, Emotionally-Focused Therapy, Neuroscience, PTSD and Anxiety, Danielle has created the ultimate blueprint for getting your life together, healing, creating self-love and inner peace.  This blueprint combines psychology, mind and spiritual healing, somatics, neuroscience, mindfulness, purpose work, and the development of emotional intelligence. It's a total mind, body, and soul awakening through the principles of Eastern and Western beliefs and practices. This blueprint has served thousands of women as it has been uniquely tailored to their individual journeys.   Danielle's mission is to help women across the globe, whether it's through teaching, speaking, her widely popular Instagram page @getyourlifetogethergirl, her in-person/online courses, 1:1 session, or on The Get Your Life Together, Girl Podcast, where you can find meditations, mindset resets, tools and practices, and fascinating conversations with other female therapist and coaches.  Vann is also a nineteen-time intentional award-winning author. Prior to working in mental health and healing, she spent years as a scriptwriter, reporter, and evening/morning news anchor. Danielle earned an Oklahoma Broadcast Education Associate award, an Associated Press Award, and an Emmy nomination.  Her love of storytelling led her into writing. While Vann started her publishing career as a children's picture book author, she has expanded her genres to include Young Adult and Self-Help, which are her true passions. Her internationally award-winning Young Adult five-part series, The Whizbang Machine. Vann has received nineteen international and national awards and was named to the prestigious Texas Library Association's Texas Bluebonnet longlist. She is also an inductee of the Texas Authors Institute of History, the only museum dedicated to preserving authors' works and those who support writing and reading in Texas. In addition, Vann has penned two personal development/women's motivational books entitled: Get Your Life Together, Girl & You Are Not Broken & Your Life Does Not Suck, which are forthcoming. Danielle is also the author of Gracie Lou & the Bad Dream Eater and The Very Tall Tale of Ranger, the Great Pyrenees & His Adorable Friend, Miss Keys. In addition, she co-authored the inspirational/self-help nonfiction book Building Faith Through a Carpenter's Hand with The Learning Channel (TLC) and A&E's celebrity carpenter Brandon Russell. Her daily writings are featured on the wildly popular Instagram page @getyourlifetogethergirl.  Danielle has been featured on NBC, ABC, CBS, FOX, iHeartRadio, USA Network Radio, Sirius Radio, and nationally syndicated radio and podcasts around the United States and Canada. Her work has been featured in Foreword Magazine, Publisher's Weekly, Story Monster Ink, Mansfield Magazine, Mansfield Now, and at numerous book festivals, including the Bologna Italy Book Festival, the Book Expo of America, and BookCon. Her work has even been featured in the White House and the Halls of Congress in Washington D.C.  She currently lives in Houston, Texas, with her husband, Todd, and their three children, Delaney, Madison, and Chappell.  

Did you know that the color blue is often associated with trust and security?  In the world of financial branding, understanding design and color psychology can make all the difference. Join Larry Sprung this week as he speaks with Josh Passler, the “FinArtist”, to talk about his extraordinary journey from financial advisor to entrepreneur, using art as a networking and branding tool in the financial industry. Josh sheds light on how FinArt started as a side project, evolved into a full-fledged business focusing on brand identity, and how color and design psychology can transform a firm's image. You'll gain insights into the entrepreneurial spirit, branding essentials, and the impact of visual elements on brand perception. Larry and Josh discuss:  Josh's background and transition from financial advisor to founding FinArt. The role color psychology plays in branding and marketing. The creative process and collaboration with designers to build or strengthen a brand. Processes that help align a firm's brand identity with its core values. The differences between a brand refresh and a complete rebrand. And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Larry Sprung  Logos that Last by Allan Peters How the World Sees You by Sally Hogshead Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Josh Passler:  LinkedIn: Josh Passler X (Twitter): Josh Passler Instagram: Josh Passler The FinArtist  About our Guest: After eight years in the industry, Josh Passler discovered the RIA community and found an innovative way to connect with financial planners—by drawing them as cartoons. As he continued to network, Josh realized that FinArt could evolve into a business, which came to be thefinartist.com. His dream is to develop content that allows advisors to explain financial concepts in a fun and engaging manner while also creating materials that help the public better understand the financial world. When he's not creating art, Josh enjoys spending time with his wife, Michelle, particularly through travel.

It's a common belief that sports careers for women are limited to sidelining or journalism.  However, the reality is far more promising, diverse, and inclusive—with the right support. This week Larry Sprung sits down with Meghan O'Donnell, co-founder of empowHERed, to explore her unexpected entrepreneurial journey from working at ESPN to launching a movement that's transforming opportunities for women in sports. Meghan shares her personal experiences with workplace challenges and how they fueled her mission to create a supportive community for women. Gain valuable insights into the power of mentorship, the importance of mental health, and strategies for navigating a career in sports! Larry and Meghan discuss:  Meghan's career path from ESPN to co-founding empowHERed. The challenges she faced as a woman in the sports industry. The role of mental health in workplace satisfaction and longevity. empowHERed's mission and future goals to support women in sports. And more! Resources: Mitlin Financial   The JOY and Productivity Journal Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung  Connect with Meghan O'Donnell:  LinkedIn: Meghan O'Donnell Email: modonnell@myempowhered.com myempowHERed.com  Instagram: empowHERed LinkedIn: empowHERed TikTok: empowHERed About Meghan O'Donnell: Meghan is a sports analytics and communications professional with experience working for ESPN's Statistics and Information Group, College GameDay, and the Philadelphia Eagles. In 2022, she launched Character Plus Consulting, a draft analytics company working with professional teams and athletes. After experiencing sexism and harassment in the industry, Meghan has become an advocate for women in sport and contributed to multiple studies on the topic, including, "A vicious cycle: Women's experiences with hostile work environments in the professional sports industry" and "Scarcity and queen bee syndrome: Women's role in creating and maintaining toxic work environments in sport organizations". In an effort to change the narrative, she and Samantha launched empowHERed as a way to provide much-needed guidance and mentorship to young women in sports.  

Finance and yoga couldn't be more different, right?  Wrong! Discover how integrating these two worlds can empower you in your financial journey. Join Larry Sprung alongside Breanna Rae Blaney, VP of Life Invested at Dimensional Fund Advisors, sharing her unique journey that blends finance with yoga and mindfulness to reshape how we approach investing. Tune in to learn how integrating mindfulness techniques can align your financial strategies with your personal values. Larry and Breanna discuss:  The importance of aligning your financial plans with personal values and life goals. The Life Invested platform and its mission to make investing more approachable. Paying yourself first and the importance of taking care of your own needs before helping others. Current progress and challenges within the financial industry, especially regarding inclusivity and gender equality. And more! Resources: Mitlin Financial   The JOY and Productivity Journal  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Breanna Rae Blaney:  LinkedIn: Breanna Rae Blaney Instagram: Breanna Rae Blaney BreannaRaeBlaney.com Dimensional.com   About our Guest: Breanna Rae Blaney is the VP of Life Invested at Dimensional Fund Advisors. She specializes in helping individuals gain clarity on their identity, purpose, and functioning, enabling them to align their lives with their true selves and reach their fullest potential. Breanna believes that creating lasting change begins from within, and by understanding who they truly are, people can construct a life blueprint that supports them. Rather than struggling against themselves, they can instead move into a state of flow. Her work focuses on reconnecting clients with their core truth to foster harmony and fulfillment in all areas of life, including self-connection, relationships, health, career, and finances.

We are celebrating an incredibly special milestone. 200 episodes of JOY! Join us for a truly heartfelt celebration as Larry Sprung flips the script in this 200th episode of the Mitlin Money Mindset® podcast. With special guest host, Matt Halloran, Larry dives into the core values that have guided him and Mitlin Financial Inc® over the years.  This episode promises to be a unique journey into the personal and professional experiences that have shaped Larry's path, showcasing the JOY and possibilities that come with financial planning. Larry and Matt discuss:  The inspiring story behind the Mitlin name. Insights into the core values at Mitlin Financial Inc®. How Larry integrates JOY into the financial planning process. The impact of Larry's unique approach on client relationships. And more! Don't miss this milestone episode filled with heartfelt stories, expert insights, and a whole lot of JOY!   Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrance Sprung    Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect With Matt Halloran & ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth

Many believe that publishing a book is all about creativity.  While creativity is important, it is strategic marketing and thorough research that truly sets authors apart. Join Larry Sprung as he sits down with Kristen Proby, a New York Times, USA Today, and Wall Street Journal bestselling author known for her captivating contemporary and paranormal romance novels. Kristen shares her journey from a small ski town in Montana to becoming a prolific author of over 70 published titles. Learn about her creative process, the challenges of navigating the publishing world, and insights into her entrepreneurial approach to writing. Larry and Kristen discuss:  Kristen's passion for storytelling and how it led her to romance novel writing The impact of self-publishing vs. traditional publishing on an author's career Kristen's strategy for shifting her focus from one book series to another  The significance of a supportive partnership in navigating the demands of an entrepreneurial career And so much more! Resources: Mitlin Financial   The JOY and Productivity Journal by Larry Sprung  Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kristen Proby:  Instagram: Kristen Proby Facebook: Kristen Proby Pintrest: Kristen Proby KristenProby.com  About our Guest: Kristen Proby is a New York Times, USA Today, and Wall Street Journal bestselling author of over seventy published titles. She debuted in 2012, captivating fans with spicy contemporary romance about families and friends with plenty of swoony love. She also writes paranormal romance and suggests you keep the lights on while reading them. When not under deadline, Kristen enjoys spending time with her husband and their fur babies, riding her bike, relaxing with embroidery, trying her hand at painting, and, of course, enjoying her beautiful home in the mountains of Montana.  

What does it take for a young woman to make it in the world of college hockey? Join Larry Sprung as he sits down with Sadie Lundquist, Director of Women's Hockey for College Hockey Inc., to explore her inspirational journey from playing small-town hockey to shaping the future of women's hockey at the college level and beyond. Learn about the vital role hockey has played in her career, the unique challenges and opportunities within women's collegiate hockey, and the ties between playing organized sports and building a successful career. Larry and Sadie discuss:  Sadie's background from playing college hockey to becoming the Director of Women's Hockey for College Hockey, Inc. The growth and promotion of women's college hockey, focusing on adding programs and supporting student-athletes The impact of changing NCAA regulations and how they navigate NIL implications The role sports play in preparing women for successful professional careers post-sports And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrance Sprung Understanding the Path and Pitfalls: Insights from College Hockey Inc, Ep. 105  College Hockey, Inc.    Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect with Sadie Lundquist:  LinkedIn: Sadie Lundquist  X (Twitter): Sadie Lundquist   About Our Guest: Sadie Lundquist is the Director of Women's Hockey for College Hockey, Inc. She has an extensive background in the world of hockey and marketing having played division one college hockey at Bemidji State, working in multiple roles with the Minasodia Wild for several years, and  serving as the client strategy & services senior manager at Bold Orange.  

Contrary to popular belief, scaling your business to new heights could start with a tweet. Want to learn how? Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuable insights on how he's utilized social media, particularly X (Twitter), to connect with clients and grow his practice. Learn about the pivotal moments that shaped his career, the importance of personalization in financial planning, and the innovative strategies he employs to attract and retain clients. Here is what you can expect to learn about:  How to use social media to obtain new clients The difference between social media marketing and personal branding The significance of niching down to serve business owners effectively Hiring and delegating tasks that are not in your area of expertise Creating sustainable and engaging content for financial advisors And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrance Sprung AllStreet Wealth This Is Not Financial Advice” with Josh Brown, Episode #180 Unearthing Wisdom with Epic Gardening's Kevin Espiritu, Episode #185   Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect withThomas Kopelman:  LinkedIn: Thomas Kopelman X (Twitter): Thomas Kopelman Instagram: Thomas Kopelman YouTube: Thomas Kopelman ThomasKopelman.com  The Long Game Podcast   About our Guest: Thomas Kopelman is a seasoned financial planner and co-founder of AllStreet Wealth boasting a multifaceted career encompassing blogging, podcasting, and content creation. Recognized as a Top 23 Millennial Advisor by Business Insider and named a Top Young Advisor to Watch in 2023 by FA Mag, Thomas launched his career after graduating from Butler University. His dedication lies in guiding millennials to navigate financial complexities and align their resources with their life goals. Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Ever wondered how a seventh-generation entrepreneur transforms a passion into a thriving global brand?  Join in as Larry dives into the incredible journey of Jay Baer, a pioneer in digital marketing and customer experience. Jay Baer shares his evolution from politics to digital marketing and finally, to becoming the second most popular tequila influencer in the world. With over 20 years of experience, he discusses the importance of responsiveness and speed in business, offering actionable insights you can apply today. Whether you're saving for the future, planning adventures, or managing daily finances, this conversation will inspire and inform. Larry and Jay discuss:  The significance of understanding and adapting to customer expectations around speed and responsiveness. The "Got It Audit": Assessing how long it takes your customers to get what they need. The "Fast Pass" concept: Offering expedited services to increase customer satisfaction and revenue. The importance of open communication about money, both in personal relationships and business partnerships. And more! Tune in to this episode of Mitlin Money Mindset® with Larry Sprung and discover how to enJOY the journey of financial and entrepreneurial success!   Resources: Mitlin Financial   The JOY and Productivity Journal by Larry Sprung    Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect with Jay Baer:  jaybaer.com Instagram: @jaybaer & @tequilajaybaer Facebook: https://www.facebook.com/jaybaer/  LinkedIn: https://www.linkedin.com/in/jaybaer/    About our Guest: Jay Baer is a customer experience and digital marketing pioneer, expert, advisor, researcher, and analyst. He has spent nearly 30 years helping the world's most iconic brands gain and keep more customers.  A 7th-generation entrepreneur, Jay has written six best-selling books, and founded five, multi-million dollar companies. Jay is an inductee into the halls of fame for professional speaking and word-of-mouth marketing, and the creator of multiple award-winning podcasts. He is also one of just two people in the world listed as one of the top 30 "Global Gurus" in two different knowledge categories (customer service and internet marketing).  He founded the strategy and analysis firm Convince & Convert and is a board member of Experience Dynamic, a full-stack customer experience services collective. Media outlets like CNBC, NPR, Fox Business, and The Wall Street Journal frequently rely on Jay to comment and contextualize top trends.  His very popular twice-monthly newsletter is at TheBaerFacts.com. Jay loves growing businesses, delivering presentations (in-person or virtual) that audiences love, and plaid suits (meeting planners get to pick which suit he wears). He's also a licensed tequila sommelier and a certified BBQ judge.  

Have you ever wondered what really separates elite hockey programs from your local community team? Join Larry Sprung as he chats with Matt Dumouchelle, a seasoned media professional, and Assistant General Manager for the Leamington Flyers, who dives into the fascinating world of elite youth hockey academies.  Matt shares insights from researching top hockey programs around the globe, his involvement with The Coaches Site, and the unique journey that led him to become an influential voice in the sport. Whether you're a hockey parent, coach, or enthusiast, you'll uncover valuable strategies for player and personal development.    Larry and Matt discuss:  The role of collaboration, alignment, and communication in top hockey programs Differences between European and North American hockey development models The importance of focusing on player development over winning at young ages How elite hockey academies create well-rounded individuals beyond just athletes And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Larry Sprung  Hockey Factories  Glass and Out Podcast    Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect with Matt Dumouchelle:  LinkedIn: Matt Dumouchelle Instagram: Matt Dumouchelle X (Twitter): Matt Dumouchelle The Coaches Site: Matt Dumouchelle   About our Guest: Matt Dumouchelle is the Assistant GM of OJHL's Leamington Flyers, Assistant GM of BioSteel Sports Academy, contributor to The Coaches Site, being best known as the author of the Hockey Factories series. Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Did you know that the average household owns 25 different financial instruments?  How many do you have, and do you know how they all fit together? Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial planning. Follow along to learn how about this tool and how it's visual representations can simplify complex financial scenarios, uncover hidden assets, and improve communication between you and your advisors. Larry and Adam discuss:  Adam's journey from a financial planner to founding Asset-Map How visualization can help you understand complex financial plans The importance of intentionality in both professional and personal life The value of coaching and evolving with different coaching styles And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Larry Sprung  Asset-Map    Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect with Adam Holt:  LinkedIn: Adam Holt   About our Guest: Adam Holt is an ex financial advisor but is known for his early adoption of technology to build Asset-Map, LLC, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide. Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation. Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Curious about the human side of financial planning and how it can transform relationships? This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors and clients bridge the gap between money and emotions.  Learn how understanding thoughts, emotions, and behaviors around money can lead to better financial health and harmony in relationships. Larry and Ashley discuss:  Ashley's transition to financial therapy and the creation of Beyond The Plan The importance of integrating the human aspect in financial planning Practical tips for couples on how to handle financial disagreements The holistic approach to achieving a wealthy marriage beyond just financial aspects And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrance Sprung  The 80/80 Marriage by Nate Klemp and Kaley Klemp The Gottman Institute    Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect with Ashley Quamme:  LinkedIn: Ashley Quamme X (Twitter): Ashley Quamme  Instagram: Ashley Quamme   Beyond The Plan    About our Guest: Ashley Quamme is the owner and founder of Beyond The Plan. She holds a bachelor's degree in Psychology from Appalachian State University and Masters in Science in Marriage and Family Therapy at Valdosta State University. In addition to her master's degree, Ashley completed a graduate certificate in Financial Therapy from Kansas State University. Driven by her passion for learning and professional growth, she obtained certifications as a Certified Financial Behavior Specialist® and a Certified Financial Therapist-Practitioner. With over a decade of experience as a couple's therapist and the owner of her practice, The Wealthy Marriage, Ashley has gained profound insights into the dynamics of successful relationships. Throughout her career, she has actively engaged in teaching couples, mentoring practitioners, and advising on the essential relational skills necessary for healthy relationships. The Wealthy Marriage serves as a dedicated clinical space where couples and individuals can explore and enhance their connections with money, themselves, and each other.   Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Do you want to travel more but spend less? Join Larry as he sits down with Lee Huffman, the mastermind behind BaldThoughts and host of the We Travel There podcast! Lee shares his top travel tips from how to maximize travel rewards to advice for aspiring content creators. Follow along to learn how Lee transitioned from corporate finance to becoming a travel hacking expert and discover the secrets behind stretching your travel dollars further than you've ever imagined. Larry and Lee discuss:  Lee's background in finance and his journey to becoming a travel ‘guru' Travel hacks for beginners, including using dining programs and shopping portals Real-life examples of saving big on travel costs Lee's favorite content and advice for aspiring content creators And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrance Sprung    Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect with Lee Huffman:  Instagram: Lee Huffman LinkedIn: Lee Huffman X (Twitter): Lee Huffman Bald Thoughts  We Travel There    About our Guest: Lee Huffman is the writer behind Bald Thoughts and host of the We Travel There podcast.  Lee loves to write about the latest trends in travel, credit card rewards, and personal finance. It's a passion of is to educate people on how to "win" at the rewards game and achieve financial independence.   Guests on the Mitlin Money Mindset® are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms. Brian's firm is known for a unique and comprehensive elder care service called “Life Care Planning” which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention. He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation. Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of aging.  You will want to hear this episode if you are interested in... Learn more about Brian Tully and his law firm [2:42] What is estate planning? Why is it important? [5:38] Common misconceptions about estate planning [7:00]  Why the Tully Law Group has a social worker on staff [11:48]  Key documents for estate planning and end-of-life care [17:34]  Get your copy of Financial Planning Made Personal! [21:23]  Some common estate planning mistakes [22:04]  Helping families understand the importance of planning [23:53]  Healthcare proxies and Power of Attorney for young adults [26:38]  Handling guardianship and inheritances for minor children [29:35]  What Brian did today that put him in the right mindset for success [32:56] Resources & People Mentioned Get two FREE chapters of Financial Planning Made Personal!  Connect with Brian Tully The website On Instagram On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

Danielle Cobo spent 15 years in corporate America working in the medical device industry at a Fortune 500 company. The company she worked for was acquired and the culture changed drastically. She left the company she thought she'd retire with.  Danielle lost her mother unexpectedly and shortly after, the world shut down due to covid. She felt like her life had flipped upside down. So she started building a brand on LinkedIn. People started reaching out for career coaching and speaking engagements. She took her passion for mentoring, coaching, and speaking and turned it into a business. Her goal? To impact as many lives as possible.  Danielle is now the best-selling author of “Unstoppable Grit” and hosts the globally top-rated podcast, “Unstoppable Grit Podcast with Danielle Cobo.” Listen in for some great takeaways about Danielle's journey from Fortune 500 executive to being a best-selling author, podcast host, and entrepreneur.  You will want to hear this episode if you are interested in... How Danielle got to where she is today [3:05]  What “unstoppable grit” means to Danielle [6:46]  What having an impact looks like for Danielle [10:51] How to transform your social media feed [13:31]  The Joy and Productivity Journal [16:30]  Why Danielle launched the Unstoppable Grit podcast [17:56]  How adversity helps you internalize grit [20:25]  What Danielle wants readers to take away from her book [24:07]  The signs of emotional burnout and how to overcome it [26:07]  What Danielle hopes people learn from her mother's story [28:17]  What Danielle did today that brought her JOY [31:24]  Resources & People Mentioned Get my Joy and Productivity Journal for FREE Connect with Danielle Cobo The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts