Podcasts about Cwm

The founder doing everything is why a business gets off the ground. It's also why it stops growing. Gwen Taniguchi, partner at Peek Advisory Group and a CEPA, has seen what happens when a founder mistakes being needed for being valuable. In this episode, she shares one dependency every business should eliminate first, the subtle signs that you're still more involved than you think, and what to fix before it costs you at exit. Topics discussed: (00:00) Introduction (01:19) Her path into operations and exit planning (07:01) The one dependency to eliminate first (09:58) Why founder dependency puts your team at risk (11:34) The link between owner involvement and valuation (15:26) Signals of founder dependency (18:16) Confusing activity with progress (21:04) The red flag she spots in the first hour (24:01) What good leaders do differently (25:57) What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest:  Gwen Taniguchi is Partner & Operations Advisor at Peek Advisory Group, a Certified Exit Planning Advisor, and a former fractional COO. Gwen helps owners strengthen the financial and operational structure behind their business so they can make better decisions, reduce chaos, and build something that is more scalable, valuable, and less dependent on them. Connect with Gwen Taniguchi: Website: https://peekadvisory.com/ Instagram: https://www.instagram.com/gwentaniguchi/ Facebook: https://www.facebook.com/gwentaniguchi LinkedIn: https://www.linkedin.com/in/gwentaniguchi/ 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.   This episode was produced by Podcast Boutique https://www.podcastboutique.com

Have you ever left a networking event thinking, "That was three hours I will never get back"? Justin Titchenell co-founded Sports Business Leaders, a community that started as a few virtual calls but has since generated over $1 million in business opportunities. In this episode, he breaks down what separates a connection worth making from a wasted introduction, what young founders underestimate early on, and what you should do instead of pitching. Topics discussed: (00:00) Introduction (01:34) Entrepreneurial beginnings (04:27) What Sports Business Leaders does today (07:09) What college football taught him about the details (09:52) What makes a connection valuable (13:24) Growing from five people to a packed brewery (16:27) Curated private events and the SBL VIP group (19:22) Relationships over transactions (21:16) The biggest trends in sports business right now (23:19) Where AI gets overused in business (26:49) Why patience is the real lesson (29:37) What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Justin Titchenell is the Co-Founder of Sports Business Leaders (SBL), a sports business company focused on helping companies connect with teams, leagues, and sports properties through events, media, and strategic introductions. Since launching in 2024, SBL has hosted more than 70 events across 12 cities, built a network of nearly 200 paid members, and helped generate over $1 million in business opportunities for partners and members. Justin has also served as a Sales Executive at BVTLive!, where he has generated more than $6 million in revenue while working with over 3,000 clients. Previously, he founded CoachTools, a football analytics platform that supported 40 high school and college programs and more than 5,000 athletes nationwide. Connect with Justin Titchenell: Website: https://www.sportsbusinessleaders.com/ Instagram: https://www.instagram.com/sportsbusinessleaders/ LinkedIn: https://www.linkedin.com/in/justin-titchenell/   Sports Business Leaders LinkedIn: https://www.linkedin.com/company/sports-business-leaders/ 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.   This episode was produced by Podcast Boutique https://www.podcastboutique.com

Why are so many students leaving college with a degree, good grades, and an internship — and still no clue how to actually land a job? Emily McSherry founded Advize to help students learn about the job market from real professionals. In this episode, she shares why so many institutions leave new grads unprepared, how they can leave college feeling confident instead of lost, the one skill that decides who gets hired. Topics discussed: (00:00) Introduction (01:24) Becoming an entrepreneur (05:49) How higher education fails students (08:09) How Advize works (11:48) The business model and first $100K (15:06 The response from colleges (18:58) How interns scale the business (21:57) Mistakes college students keep making (26:03) The benefits of a small-town upbringing (28:35) Advice for winning pitch competitions (31:11) What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Emily McSherry is the Founder & CEO of Advize, a platform transforming how students explore careers through short-form video interviews and digital career assignments featuring real professionals and alumni at schools like ASU, UCLA, and UC Berkeley. With over a decade of experience in operations, sales, and learning and development across tech and recruiting, Emily is on a mission to make work more transparent—so students don't have to guess their future. She earned her MBA from UCLA Anderson and is building Advize to help the next generation make more informed, confident career decisions. Connect with Emily McSherry: Website: https://www.advizehub.com/ LinkedIn: https://www.linkedin.com/in/msemilymcsherry/ Advize LinkedIn: http://www.linkedin.com/company/advizehub 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.   This episode was produced by Podcast Boutique https://www.podcastboutique.com

Most of us think the hard part of entrepreneurship is strategy. Then we hit a moment where the tactics work, the money shows up, and we still feel restless, split, or oddly numb. That's where this conversation goes. I'm joined by leadership coach and author Celine DaCosta to talk about shadow work, wholeness, and why the stories we tell about our past quietly shape our leadership, our relationships, and our financial decisions.We dig into Carl Jung's idea of the shadow and what “integration” looks like in real life: noticing the parts we've pushed away, bringing them back into awareness, and letting them belong. Celine shares a four-phase map of human transformation that shows up again and again for founders: awakening to a repeating pattern, reckoning with the identity that needs to die, entering the void and stillness after the chaos, and finally sharing a new story through your work. We also name a trap I see constantly in business and brand building: trying to launch, publish, or “rebrand” from phase two, then calling it a marketing problem when it's really an identity problem.From there we get practical. Celine walks me through a simple way to rewrite the future from a clean slate by dropping into the body, naming values, and choosing the path that expands rather than contracts. We close with her upcoming book, The Burning Ground, which tells the story of her circumnavigating the globe through pure human connection and turning that journey into a companion for anyone navigating a major transition.If you're building a purpose-driven business and you want a healthier relationship with money, work, and yourself, listen now. Subscribe, share this with a friend who's in a crossroads season, and leave a review with your biggest takeaway.More about our Guest, Celinne Da CostaThought Leader, Speaker and AuthorCelinne Da Costa is an author, speaker, and advisor who helps leaders close the gap between who they are and how they lead—through story, subconscious reprogramming, and strategic communication.Her methodology blends neuro-linguistic programming, somatic work, and cutting-edge brain-change techniques into a multidimensional approach that works across mind, body, and nervous system. This is how her clients create transformation that holds—not just insight that fades.Featured in TEDx, Forbes, Entrepreneur, and Business Insider, Celinne has supported Fortune 150 executives, industry leaders, and thousands of students across 60+ countries to shed limiting stories and build what's next—on their own terms.Her mission is to support leaders to create meaningful change in the world by living, leading, and communicating from soul alignment—and become the greatest story they've ever told.Website: https://celinnedacosta.com/Email: celinne.da.costa@gmail.comThe Book: https://theburningground.com/Facebook: https://www.facebook.com/CelinneDaCostaInstagram: https://www.instagram.com/celinnedacosta/X(Twitter): https://x.com/CelinneDaCostaYouTube: https://www.youtube.com/c/CelinneDaCostaChannelHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Creatives are told they have to choose between doing what they love and making money. Paul Pape is proof that you don't. He's spent 30 years turning his creativity into a thriving business, working with names like Disney, Universal, and Nickelodeon along the way. In this episode, you'll learn why your creativity is one of your most valuable business assets, why trying to appeal to everyone quietly kills your growth, and how to build a business you love without losing what makes you you. Topics discussed: (00:00) Introduction (01:41) Paul's "spilled spaghetti" journey (05:21) How Gamify Business began (07:25) The story behind his nickname, "Santa for Nerds" (11:13) What working with Disney taught him (13:08) Why creativity is an entrepreneur's superpower (17:26) Debunking the starving artist mindset (20:11) The danger of being too generic (22:25) Growing a business without losing passion (27:49) What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Paul Pape is a TEDx speaker, author, and business consultant for creative entrepreneurs, known professionally as "Santa for Nerds." With 30+ years in the arts — including over 20 years designing custom props and experiences for Disney, Universal, and Nickelodeon — Paul brings real-world creative credibility to his transformation work. Paul is the creator of Gamify Business and author of five books: The Creative Player's Handbook to Business, The Creative Player's Workbook, The Game Master's Guide to Business, Quit Selling Your Sh*t and his latest book, The Bard's Guide to Storycraft. His approach uses gaming frameworks and RPG mechanics to help artists, designers, makers, and creative entrepreneurs build profitable businesses without selling out to corporate business culture. His mission is clear: destroy the starving artist's mindset. Paul proves that creative entrepreneurs don't have to choose between artistic integrity and real profit—and that the business side of creativity can be just as innovative and fulfilling as art itself. Business is an Adventure, so don't be an NPC. Connect with Paul Pape: Website: https://www.gamifybusiness.com YouTube: https://www.youtube.com/paulpapedesigns Instagram: https://www.instagram.com/paulpapedesigns/ LinkedIn: https://www.linkedin.com/in/paulericpape 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.   This episode was produced by Podcast Boutique https://www.podcastboutique.com

Would you let a stranger control your biggest asset? That's exactly what happens when you let your HOA make every decision without you. In this episode, Tina Larsson, aka New York's Condo Queen, shares how she saved her building $340,000 after the hostile takeover of her co-op's board — and ultimately turned her experience into a new career. You'll hear why your home needs to be run like a business, where most boards go wrong, and how you can get involved to protect your investment. Topics discussed: (00:00) Introduction (01:44) Tina's entrepreneurial roots (03:42) The hostile takeover (07:38) Turning her role into a new career (11:17) How she finds hidden savings (13:06) Building trust with resistant boards (18:01) Advice for buying into an HOA (20:18) What most boards get wrong (22:33) Her book,

The college your kid falls in love with might be the one that costs you your retirement — and their financial future. That's the trap most families fall into, but college financial planner Shanna Due has a system for avoiding it. In this episode, she breaks down the three things every family needs to consider before saying "yes" to any school. You'll learn what to do if your child has their heart set on a specific school, how financial aid really works, and how to get the best college experience for the least amount of investment. Grab your copy of

The SpaceX IPO, oil prices nearly doubling, and a spring selloff — a lot has happened so far in 2026.  Market strategist Ryan Detrick returns for a mid-year check-in, sharing where things stand and what's driving the market now. You'll learn the biggest risk to the market (it's not what you think), what history says about midterm years, and why he's actually more optimistic. Want the full picture? Check out the Midyear Outlook 2026: https://mitlin.us/2026Outlook Topics discussed: (00:00) Introduction (02:07) Ryan's path to market strategist (05:02) The SpaceX IPO (09:58) Becoming a CNBC Contributor (15:44) How the first half of 2026 played out (20:51) Why he's optimistic for the rest of 2026 (24:47) The biggest risks ahead (28:27) Midterm year volatility (what to expect) (31:04) What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: As Chief Market Strategist at Carson Group and a CNBC contributor, Ryan Detrick brings a wealth of knowledge and a strong understanding of financial markets to guide the firm's strategic investment decisions. Leveraging market analysis and his passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that help drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management, and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's Oracles of Wall Street in 2023 and again in 2025. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg, and SiriusXM, speaking engagements, and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that help empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings," alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week on the show—which was named among the 23 Top Financial Advisor Podcasts to Listen to in 2026 by Kitces.com—they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Connect with Ryan Detrick: LinkedIn: https://www.linkedin.com/in/ryandetrick/ X (Twitter): https://x.com/RyanDetrick/ Website: ​​https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ 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.   This episode was produced by Podcast Boutique https://www.podcastboutique.com  

Money gets treated like a scoreboard, but it usually starts as a story. Ben Laws and I dig into the early moments that shape how we think about wealth, from childhood lessons about fairness and scarcity to the subtle ways comparison rewires our sense of “enough.” If you have ever hit a financial milestone and felt strangely unchanged, we name why: money is not a destination, it is a capability multiplier. It makes you more of what you already are, for better or worse.Then the conversation goes somewhere most investing podcasts never go. Ben shares the story of his son Benny, born with trisomy 18 and alive for 16 days, and how that experience clarified a question that sits behind every financial plan: are you alive or are you living? We talk about presence as power, why time is the most honest form of wealth, and how grief can strip away the scripts you inherit from family, culture, and social media.That message becomes action through 16 Days, a nonprofit that helps NICU families afford to be with their babies when distance, work, and bills make it impossible. We also explore Benny Circle, a way for entrepreneurs and businesses to match giving and measure return on impact. We close with practical wealth management insights: why simplicity beats complexity, why listening is the most underrated financial skill, and why “know what you own and know why you own it” should be non negotiable.If this hits home, share it with someone who is chasing a number, subscribe for more conversations that make money simple, and leave a review so more people can find the show.Connect with Ben further:Ben Laws, Evexia Wealth, CEO / Evexia Accounting, CEO / MaxLife, CEOblaws@evexiawealth.com715-697-8830www.evexiawealth.com1265 Main Street, Suite 105, Stevens Point, WI 5448116Days.org - Charity started in honor of his son, BennyEvexia Wealth - Wealth Coaching & InvestYouTube: https://www.youtube.com/@MaxLifeBenLawsLinkedIn: https://www.linkedin.com/in/ben-laws-844b926/Instagram: https://www.instagram.com/thebenlaws/?hl=enX/Twitter: https://x.com/_BenLawsFacebook: https://www.facebook.com/benjamin.lawsHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

There's a fine line between pushing someone and tearing them down. The best leaders know how to walk it. For Ben Utecht, Super Bowl champ and author of The Champion's Creed: Transform Your Culture Through the Power of Belief, that lesson came from one of the most respected coaches in football. In this episode, he shares the phrase that taught him the importance of leading with belief over fear. You'll learn how to build a culture that drives performance, why your core values might be working against you, and the mindset that helps you win in business and life. Topics discussed: (00:00) Introduction (01:13) From the NFL to entrepreneurship (04:23) Advice for parents of children with big dreams (08:14) Winning the Uncommon Leader Award (11:12) Leadership lessons from Coach Tony Dungy (16:04) Identity and purpose after the NFL (19:23) The role of a "Chief Culture Officer" (22:19) Turning core values into a real culture (24:01) Ben's book, The Champion's Creed (27:19) Why culture is a movement, not a program (31:21) What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Ben Utecht is a Super Bowl Champion, award-winning author, and global keynote speaker on organizational culture and leadership. Drawing from his NFL career with the Indianapolis Colts and his best-selling book The Champion's Creed, Ben helps companies and conferences transform workplace culture through the power of belief and purpose. As a Chief Culture Officer and entrepreneur, he has partnered with executives, professional sports organizations, and Fortune-level companies to ignite engagement, align values, and build high-performance teams. Recognized for his dynamic storytelling and actionable strategies, Ben inspires audiences worldwide to cultivate cultures where people and performance thrive. Connect with Ben Utecht: Instagram: https://www.instagram.com/BenUtecht/ X (Twitter): https://x.com/BenUtecht LinkedIn: https://www.linkedin.com/in/benutecht/ Facebook: https://www.facebook.com/benutecht Website: https://benutechtspeaks.com/ 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Travel has never felt more expensive, more confusing, or more designed to wear you down. The good news? You don't have to be a full-time points hacker to save on your next trip. In this episode, founder of From the Tray Table Zach Griff breaks down how you can start maximizing your travel rewards (including the opportunities most people aren't aware of). You'll learn when to book for the best deals, how to earn points faster, and when to redeem them. Plus, find out how to use AI to your advantage before the airlines use it against you. Topics discussed: (00:00) Introduction (01:25) Zach's entrepreneurial journey (03:36) The Points Guy to From the Tray Table (08:20) Where he caught the travel bug (11:09) The perks of travel hacking (14:00) Where to start with points and miles (17:09) When to book for the best rates (19:25) 2026 travel trends (23:51) How to beat dynamic pricing (27:00) The CPP points framework (28:12) Autopilot travel tool (30:33) Growing an audience that engages (32:15) What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Zach is a New York City-based travel and lifestyle expert and Wharton MBA graduate with over a decade of experience in the industry. He founded From the Tray Table, his independent travel newsletter, which he pairs with a social media presence of 300K+ engaged followers. He spent nearly eight years covering airlines, credit cards, and loyalty programs at The Points Guy and has visited 67 countries. His insights have been featured in The New York Times, The Washington Post, and HuffPost, and he has appeared on CNN, CBS, Fox News, and BBC. Zach collaborates with leading brands, advises startups, and is a sought-after speaker on travel and loyalty programs. Connect with Zach Griff: Instagram: https://www.instagram.com/_zachgriff/ TikTok: https://www.tiktok.com/@zachgriff X (Twitter): https://x.com/_ZachGriff Newsletter: https://newsletter.fromthetraytable.com/ Website: https://fromthetraytable.com/ 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Your network isn't just a list of contacts. It's your most valuable asset — and most people are going about it the completely wrong way. Mike Adams, founder of IntroStars and host of The Super Connectors Podcast, spends his days connecting people and has learned what separates the people who build lifelong networks from the ones who just collect contacts. In this episode, he shares the networking mistake that repels the right people, how to get people to answer your messages, and what it takes to become someone others go out of their way to help. Topics discussed: 00:00 – Introduction 02:16 – From coding to founder 04:14 – What it means to be a super connector 07:44 – Building a network that lasts 11:03 – The 3-part mindset for networking the right way 14:27 – The value of in-person relationships 18:19 – The best alternative to cold outreach 22:38 – Elevating your personal brand online 30:05 – What brought you JOY today? If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: After 30 years in tech sales, marketing & partnerships, Mike Adams is now a startup founder, investor (20+ startups), super networker (1,000+ events), super connector (30K+ connections), and the creator of introstars, a platform that rewards you for high-value business introductions. Based in London and active globally, he's spent years building communities, hosting events, and obsessing over how trust, incentives, and human relationships actually drive deals. Mike also hosts The Super Connectors podcast, and is an avid travel hacker. Connect with Mike Adams: LinkedIn: https://www.linkedin.com/in/supermike Website: https://www.introstars.com/ 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. This episode was produced by Podcast Boutique: https://www.podcastboutique.com

The two hardest jobs you'll ever take on come with zero training: fatherhood and entrepreneurship. Adam Holt, co-founder of REBL Dads, is back on the show to share how the movement is supporting entrepreneur fathers in both business and family. In this episode, you'll learn what it really means to be a REBL Dad, the lesson that changed how he shows up for his own family, and their new book that turns 100+ stories into actionable ways you can lead better at home and work. Plus, get an inside look on their Necker Island events and how they got Richard Branson on board. Topics discussed: 00:00 Introduction 01:56 Adam's journey to founding REBL Dads 03:51 The mission and Necker Island origin story 07:50 What REBL Dad stands for 09:33 Inside the Necker Island experience 14:45 Presence vs. intentional presence 17:50 The making of the REBL Dad book 21:40 Turning the book into real action 29:00 What brought you JOY today? Get the book, REBL Dad: What 100+ Fathers Reveal About Successful Leadership at Home and Work: https://www.rebldads.com/book Listen to episode 194 with Adam Holt: https://www.mitlinfinancial.com/insights/blog/visualizing-your-financial-future-with-asset-maps-adam-holt-194/ What brought you JOY today? (29:57)If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: As a tech innovator and CEO, I co-founded REBL Dads to foster authentic connection among high-achieving fathers. My passion for learning and mentoring along my entrepreneurial journey helped me recognize the similarities between shepherding a business and leading a family. Recognizing my own shortfalls inspired me to help build a community of like-minded fathers. Connect with Adam Holt: LinkedIn: https://www.linkedin.com/in/hadamholt/ Instagram: https://www.instagram.com/rebldads/ Facebook: https://www.facebook.com/rebldads X (Twitter): https://x.com/REBL_Dads/ Website: https://www.rebldads.com/ Email: media@rebldads.com 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

We sit down with Dr John Gray to connect love, stress, and biology to the day-to-day communication problems couples face. We talk hormones, polarity, and practical ways to lower cortisol so relationships feel warmer, simpler, and more alive. • Dr Gray's new “for women only” focus on being happy with or without a man • Why modern stress makes relationships harder than past generations • How gratitude and appreciation make a man feel like a hero • Adrenaline vs cortisol and what each does to mood, focus, and connection • Why men detach under stress and why women feel more emotion • Rumination, displacement, and how a 10-minute talk can reset the day • The difference between sharing feelings and complaining to force change • Supplements and nutrition ideas discussed: lithium orotate, saffron, rhodiola, creatine • Testosterone and estradiol, belly fat, menopause changes, and keeping attraction through polarityJohn Gray, Author Men Are from Mars, Women Are from Venushttps://www.marsvenus.comSee John's new book here.Mars Venus Heart Space app: Download Apple / Download AndroidYouTube: https://www.youtube.com/JohnGrayMarsVenus LinkedIn: https://www.linkedin.com/in/marsvenus/Instagram: https://www.instagram.com/johngraymarsvenus_official/?hl=enX/Twitter: https://x.com/MarsVenusFacebook: https://www.facebook.com/Mars.Venus.John.Gray/Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

You have something worth saying. So why does it feel like no one's actually listening? Storytelling expert Dr. Danny Brassell shifted his career after losing everything in a 2005 real estate scam by mastering one skill: telling stories that move people to act. In this episode, he shares the 43-second rule that grabs any audience, a simple exercise that helps you build a backlog of winning stories, and the 5 C's framework Danny uses with every client. Topics discussed: Introduction (00:00) From journalist to bankruptcy to speaker (01:37) Why coaching beats stage time (04:48) The 43-second story rule (06:26) The 1-hour story brainstorming exercise (07:29) Stories that turn audiences into clients (09:07) How to start your speaking journey (15:04) The case for sharing failures over wins (19:20) The 5 C's framework (21:38) Redefining success at every age (23:44) The language of scams and setbacks (27:11) What brought you JOY today? (29:36) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: A highly-sought after speaker, trainer and coach known as "Jim Carrey with a Ph.D.," Dr. Danny Brassell (www.DannyBrassell.com) has spoken to over 3,500 audiences worldwide. He has authored 21 books, including Leadership Begins with Motivation and Misfits and Crackpots. The co-founder of WellCrafted Story™, Danny helps entrepreneurs, individuals and organizations leverage speaking on stages as a major client lead source that converts. Connect with Danny Brassell: LinkedIn: https://www.linkedin.com/in/dannybrassell/ Instagram: https://www.instagram.com/realdannybrassell Facebook: https://www.facebook.com/dannybrassell X (Twitter): https://x.com/DannyBrassell YouTube: https://www.youtube.com/DannyBrassell Website: https://dannybrassell.com/ 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. This episode was produced by Podcast Boutique: https://www.podcastboutique.com

Think you don't need to worry about cybersecurity? That's exactly what hackers are counting on. Cybersecurity awareness expert Robert Siciliano breaks down how three simple habits put you in the top 10% of secure Americans. This episode explains how one move can save you years of financial headaches, what every business owner needs to know about protecting remote teams, and how to safeguard your digital estate even after you're gone. Topics discussed: Introduction (00:00) Robert's hacking origin story (02:02) Why real estate agents are high-risk targets (05:44) Two-factor authentication (08:22) SMS vs. authenticator apps (11:36) Cybersecurity for remote teams (13:15) Security vs. paranoia (15:53) The strategic human firewall (20:40) 3 steps to becoming secure (24:05) Digital estate planning (26:55) What brought you JOY today? (29:57)If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Creator of The Strategic Human Firewall™, Cybersecurity Awareness expert, good guy hacker, and private investigator Robert Siciliano delivers 'straight talk' on safety and security, stripping away jargon to empower everyday protection. A bestselling author, CEO of ProtectNowLLC.com, he is a trusted commentator featured on CNN, Fox News, MSNBC, and the Today Show, decoding complex threats for mass audiences. Connect with Robert Siciliano: Website: https://protectnowllc.com/ TikTok: https://www.tiktok.com/@robert_siciliano LinkedIn: https://www.linkedin.com/in/robertsiciliano Facebook: https://www.facebook.com/CyberAwarenessExpertSpeaker Instagram: https://www.instagram.com/robertsiciliano/ X (Twitter): http://twitter.com/robertsiciliano YouTube: https://www.youtube.com/channel/UCxPUhCstuAW8GJR826pamYA Amazon: https://www.amazon.com/stores/Robert-L.-Siciliano/author/B0035CH602 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

What if everything you know about networking is wrong? Scott MacGregor, founder of The Outlier Project and Outlier Magazine, doesn't believe in networking — and his non-traditional approach has been the backbone of his success. From embracing adversity as fuel to building genuine friendships over transactional connections, this episode will change how you think about success, relationships, personal and professional growth. Topics discussed: Introduction (00:00) Hayden and Rob Thorsen's story (01:56) Why impact is the best barometer of success (04:40) How to embrace adversity as a gift (06:49) "Living into the answers" (11:05) Friendships over network (14:25) Building connections: the Mace Curran story (17:32) The Laila Ali example (20:12) Creativity and Outlier Magazine (21:30) Inside the Outlier Project (25:02) What brought you JOY today? (30:27) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: As Publisher & Editor-in-Chief of Outlier Magazine and the Founder & CEO of two purpose-driven organizations, I'm deeply proud to lead work that reflects both my values and my passion for meaningful impact. The Outlier Project is more than a community — it's a movement of people across the world who dare to live life on their own terms. We believe that being ordinary is a choice, and that every human has an extraordinary spark waiting to be ignited. Here, you'll find people who dream bigger, aim higher, and believe that who you surround yourself with can change everything. Together, we gather online in over 200 live, interactive events each year — and in person through unforgettable retreats, meetups, and signature experiences that connect visionaries, trailblazers, and dreamers from every corner of the globe. We're for those who crave meaning, growth, and adventure. For those who take the road less traveled and want to walk it alongside others who believe anything is possible. Connect with Scott MacGregor: Outlier Project: http://theoutlierproject.co/ Outlier Magazine: https://outlier-magazine.com/ SomethingNew: https://trysomethingnewnow.com/ LinkedIn: https://www.linkedin.com/in/macgregorscott/ Instagram: https://www.instagram.com/scottmacgregor_official/  YouTube: https://www.youtube.com/@TheOutlierProject 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Most people quit the moment they realize they're not the most talented in the room. But success has almost nothing to do with talent. In this episode, Jeff LeVecchio shares the "Give More, Be More" philosophy that helped him build a business big enough to retire from pro hockey at just 33. You'll walk away understanding why every pro athlete is really an entrepreneur, the number one piece of advice he has for retiring athletes, and the scaling trap that holds back most founders Topics discussed: Introduction (00:00) Hockey beginnings (01:39) Why pro athletes are really entrepreneurs (05:22) Identity and life after the locker room (08:29) The 7-year runway that built his business (11:10) Jeff's Give More, Be More philosophy (14:23) Building a career as a speaker (16:47) What it really takes to scale (20:49) Lessons from podcasting (25:35) The ugly truth about youth hockey advisors (30:50) What brought you JOY today? (38:24) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: I grew up playing hockey in St. Louis at a time when the best hockey cities laughed at us for trying to compete with them. Through hard work, dedication and self discipline I willed myself to a Division I scholarship at Western Michigan University. After three years at WMU I signed with the Boston Bruins. Although I never got to play in a regular season game, I did play in seven NHL pre-season games with the Bruins and I was on their roster for playoffs. Over the next six years I was fortunate to play in the top leagues in Italy, Norway, Austria, and Asia. Living in places that had different values and societal norms than what I was accustomed to was instrumental in my development as a person. Learning to work around ideological and cultural barriers has taught me a lot about communication, leadership and patience. Three years into my professional career I started my own off ice training company, RIPT Hockey (now GMT - Give More Training. What started out as a hobby during my offseason's has now turned into my full time business post playing career! In 2025, I founded GMA (Give More Advising for hockey players 14 years old and up with two of my retired clients. We sold out all of the spots in 24 hours and will be looking to expand how many players we take on next season. As of 2026 GMT has also had over 34,000 people use some form of my online training. I am living proof that if you Give More Be, you will Be More and it has been my mission every single day to help as many people as possible to realize that! Connect with Jeff LoVecchio: Website: https://gmbm.com/ Instagram: https://www.instagram.com/jefflovecchio/ X (Twitter): https://x.com/jefflovecchio 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

We talk with business law attorney Chad Williams about what really drives founders to sell and how to prepare before the first serious offer shows up. We dig into why the headline price can be misleading, how to protect your leverage, and what planning looks like after the wire hits.reasons founders exit, from succession gaps to market pressure and burnoutwhy taking chips off the table can restore confidence and reduce riskbuilding a company to sell, and starting exit planning earlier than feels necessarythe uneven playing field between experienced buyers and first-time sellerswhat an LOI really signals, and why terms matter as much as priceusing inbound buyer calls to gather intelligence and build a future target listsetting non-negotiables and defining a walkaway to avoid sunk cost mistakespost-sale planning, including tax and estate considerations plus personal purposeavoiding post-exit traps like investing outside your lane without a processAbout Chad:Chad is a Partner and Business Law attorney at Lamb McErlane PC, he concentrates his practice in business transactions and dispute resolution.Chad brings experience as an investment banker, in-house corporate counsel and corporate private practice attorney to his work advising clients on corporate, commercial and transactional matters. He serves as outside general counsel to many companies, providing advice and support throughout their growth, from formation and operational matters to merger and acquisition transactions. Chad has deep experience in mergers and acquisitions including both buy-side and sell-side representation, including private equity and strategic transactions. He also has significant experience advising senior management and boards of directors on matters relating to corporate governance, fiduciary duties, internal investigations and corporate financing transactions. In addition, Chad advises privately-held companies and family-owned businesses in connection with succession planning and business and partnership dispute resolution.As a trusted advisor, Chad also advises his clients in connection with litigation matters in state and federal court in Pennsylvania and Delaware, and has been admitted pro hac vice in Wyoming.Prior to joining Lamb McErlane, Chad was a partner with Saul Ewing, LLP. Chad began his career as a clerk to the Senior Justice of the Supreme Court of Delaware.Chad Williams, PartnerLamb McErlane PC, Attorneys At Law24 E. Market Street, PO Box 565West Chester, PA 19381610.701.3269If you want to connect with Chad, email ctwilliams@lambmcerlane.com or visit lambmcerlane.com.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

 "I didn't know" is not a legal defense. But it's the most common thing lawyer Matthew Korn hears from business owners who find themselves in trouble. In this episode, you'll learn the employment risks most business owners don't realize are threatening their business and what you can do to minimize your risk. Plus, Matthew sheds light on the mental side of law and fatherhood and how his community, Dad Esq., is helping lawyers build a meaningful career without giving up the life they want. Topics discussed: Introduction (00:00) Entrepreneurship and his career in employment law (01:38) The biggest risk business owners don't see (06:37) One policy change that you should make right now  (09:01) Why compliance alone doesn't prevent lawsuits (11:17) Founding the Dad Esq. community (12:27) Why lawyer dads need their own network (21:24) The biggest myth about being a successful lawyer and father (23:58) Advice for young and aspiring lawyers (27:45) What brought you JOY today? (31:19) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Matthew Korn is a partner at Fisher Phillips in the Columbia, South Carolina office. He is passionate about helping clients solve their most difficult employment law problems. He focuses primarily on wage and hour litigation and is the co-chair of the firm's RIF taskforce. He is also the chair of the firm's evaluation committee. Matthew is also the father of four children, ages three to eleven. In 2025, he founded Dad, Esq., a free online community for lawyer dads to connect, share stories and strategies, and support each other. Connect with Matthew Korn: Dad, Esq. LinkedIn: https://www.linkedin.com/company/dad-esquire/ Substack: https://DadEsq.substack.com Instagram: https://www.instagram.com/dad_esquire/ Website: https://www.fisherphillips.com/en/people/matthew-r-korn 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

One hand on a shoulder. It sounds almost too simple, but it's the kind of gesture that can change everything for the person on the other end. Rob Thorsen founded The #HT40 Foundation and its first initiative, Shoulder Check, in memory of his son Hayden. At a time when more and more people are experiencing loneliness and isolation, they're working to combat the crisis through grassroots community outreach nationwide. In this episode, you'll learn about Hayden and the legacy he left behind, how Rob turned his grief into a mission anyone can join, and the small ways we can help break the stigma around mental health. Topics discussed: Introduction (00:00) Hayden and Rob Thorsen's story (01:14) Turning grief into a mission (03:52) Hayden's impact: the #HT40 Foundation and Shoulder Check (08:06) The Shoulder Check Showcase (11:32) "Lean on Me" video (17:33) How a simple gesture makes a big impact (23:27) The loneliness epidemic and where to turn (26:31) Real stories of impact (29:01) Conversations that break the stigma (31:06) Lessons on navigating grief (35:40) What brought you JOY today? (40:02) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Rob Thorsen is the Founder and Executive Director of The #HT40 Foundation and co-creator of the Foundation's first initiative, Shoulder Check. At a time when we are dealing with a well-documented crisis of loneliness and isolation, Rob works each day to manifest the Foundation's mission to combat this crisis through original ideas, partnerships and grassroots community outreach nationwide. About The #HT40 Foundation and Shoulder Check: The HT40 Foundation is a 501c3 charitable organization working to encourage young people to simply be there for their peers through action-oriented initiatives that foster social connection. The Foundation's mission is to create and promote small actions that have a big impact. Their first initiative launched in August of 2023 is The Shoulder Check, a program that's Making Kindness a Contact Sport. Tens of thousands of young athletes across the country, with the support of professional athletes, have made the pledge to Reach Out, Check In, and Make Contact with one another, proving checking in can be as simple as a hand on a shoulder. See Shoulder Check's most recent work HERE. Connect with Rob Thorsen and Shoulder Check: Website: https://www.shouldercheck.org/ Instagram: https://www.instagram.com/theshouldercheck/  YouTube: https://www.youtube.com/@TheShoulderCheck 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Are you prepared to care for your aging parents? Most people would say no. In fact, many don't realize how expensive, chaotic, and emotionally draining aging is on a family. Annalee Krueger, author of The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers, helps families plan for aging and navigate the caregiving journey. In this episode, she explains the true cost of aging at home, the red flags of cognitive decline, and how to prepare before a crisis hits. Topics discussed: Introduction (00:00) Annalee's career journey (01:25) Why so many families are unprepared (05:03) The "what-when" reframe for aging (06:19) Red flags of cognitive decline and what to do next (08:43) The purpose behind, The Invisible Patient (12:03) How to build a "grab-and-go binder" for your family (14:08) The follow-up step most families skip (17:31) Why planning matters for all ages (21:33) The reality of aging at home and the cost of care (25:38) Why entrepreneurs carry extra risk (29:19) What brought you JOY today? (31:09) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Annalee started Care Right Inc, a virtual consultancy, in 2011, after working in Continuing Care Retirement Communities (CCRC's) for 22 years. Annalee Kruger has devoted her career to guiding family caregivers and their aging loved ones with decisions about aging, dementia progression, the landscape of senior care, helping families determine their "safety triggers" for when parents need care and the aging at home care budget to prevent families from not qualifying financially to gain admission into a quality care community. She has been curated by over 32 wealth management firms to work directly with their clients. She is a national speaker on aging, caregiving, dementia, family dynamics, and end-of-life. Annalee also created the Aging Strategy Coaching Academy (ASCA), the first ever global coaching program that addresses aging, family caregiving, dementia, the landscape of senior care, dying, and grief. She also created the Elder Planning Specialist certification program, specifically for CFP's who want to earn a certificate to better identify and address the needs of their aging book of business. Connect with Annalee Kruger: LinkedIn: https://www.linkedin.com/in/annaleekruger/ Facebook: https://www.facebook.com/carerightincorp/ YouTube: https://www.youtube.com/channel/UCBY2WWuTdSylECzGvksCC2w X: https://x.com/care_right Care Right Inc.: https://carerightinc.com Plan4Life: https://plan4lifenow.com/ Care Crusade: https://www.carecrusade.org/ 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

The Social Hour is back for its 4th episode — and this one covered a lot of ground. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the financial media world: Josh Schafer, Newsletter Editor and Investing Personality at Barron's Investor Circle, and Talmon Smith, Economics Reporter at The New York Times.Fair warning: Ryan's 140-pound Great Pyrenees may or may not have been snoring in the background, Talmon showed up fashionably late on Central Time, and somehow the conversation ended with a tease about something big coming to Omaha. But in between? Plenty of substance.They dig into semiconductors ripping 18 days in a row, the Intel comeback story nobody saw coming, and why AI infrastructure names from chips to optical networking to data center builders keep defying expectations. Josh breaks down what's actually driving the earnings surprise story, why FOMO is back in the market, and what the tailwinds (or lack thereof) look like for the back half of the year. Talmon brings the macro and human side of things, connecting the dots between surging corporate margins, collapsing consumer sentiment, and what affordability really means for everyday Americans. Sonu drops some eye-opening services inflation data that reframes the whole "inflation is solved" narrative.Key Takeaways:Semis on a historic run: The SOX up 18 consecutive days with broad breadth, not just NvidiaIntel's surprise: Earnings estimates doubled overnight and the turnaround thesis is gaining tractionAI infrastructure trade alive and well: Telecom ETF names like Iridium and Lumentum up 100%+ YTDEarnings boom: 26% EPS growth across 25% of S&P 500 reporters and this isn't just Big TechConsumer sentiment vs. stock market: Why both can be true at the same timeServices inflation running hot: Personal care, dental, and vehicle rentals all well above targetThe Fed's hands are tied: Labor market steady, inflation sticky, no clear path to cutsGDP watch: Real GDP print incoming, brace for noise and focus on nominalJosh Schafer and Talmon Smith are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 Disclosures and Social Hour Kickoff 1:15 Meet Barron's Josh Schafer 6:30 Semiconductors Rip on AI Buildout 10:20 Intel's Surprise Turnaround Narrative 14:10 Powell Drama Fades as Stocks Rally 18:35 Tech Layoffs and the Capex Squeeze 22:10 Earnings Boom Meets Inflation Pain 25:40 Talmon Smith on Affordability and Sentiment 37:50 The Fed's Dilemma and the 2% Target 52:40 GDP Angst and Market Narrative Confusion 59:30 Where to Follow and What's NextConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Talmon:• LinkedIn: https://www.linkedin.com/in/tal-smith-b1898a326/• X: https://x.com/talmonsmithConnect with Josh:• LinkedIn: https://www.linkedin.com/in/josh-schafer-b24723132/• X: https://x.com/_JoshSchaferQuestions? We'd love to hear from you! factsvsfeelings@carsongroup.com

Most people look at an industry dominated by giants and walk the other way. At 19, Zechariah Thomas walked straight in. Now, he's the CEO and founder of Swift Hockey, one of the fastest-growing independent hockey brands in North America, and a Forbes 30 Under 30 honoree. In this episode, he breaks down how he started his business with no capital, no industry connections,  no real blueprint — and built it to compete with industry giants. Topics discussed: Introduction (00:00) Zechariah's journey to founding Swift Hockey (01:36) The challenges of founding a brand so young (05:04) How they keep their product so affordable (07:14) What he learned from his experience on Dragons' Den (09:35) Partnering with the PWHL (14:27) How playing the game shaped the product (17:12) Innovation, branding, and what sets them apart (20:13) Advice for entrepreneurs: social media and organic growth (23:25) Being named a Forbes 30 Under 30 (27:12) What brought you JOY today? (29:03) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Zechariah Thomas is the CEO & Founder of Swift Hockey, one of the fastest-growing independent hockey brands in North America. After seeing firsthand how rising equipment costs were pricing families out of the game, he set out to create elite-level sticks at a price players could actually afford.  Zech's story and the rise of Swift Hockey have been featured on Dragons' Den as well as in Forbes, where his mission to make hockey more accessible has gained national attention. What began as a small project has grown into a global brand trusted by players from youth levels to professionals. He now leads Swift's innovation, product development, and partnerships as the company continues its mission to make high-performance gear available to everyone. Connect with Zechariah Thomas: Instagram: https://www.instagram.com/zechthomass/  Swift's Instagram: https://www.instagram.com/swifthockey/  Website: https://swifthockey.com 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Your tax return can feel like a verdict, but it doesn't have to be. I sit down with Bruce Willey, a rare combo of CPA and attorney, to talk about what most high-earning business owners never get from “normal” tax prep: an actual tax plan. We start with Bruce's Tactical Games journey, where accuracy matters even when your heart rate is spiking, and how rebuilding his health after a 2018 stroke sharpened his focus on recovery, discipline, and long-term performance.Then we get into the money. Bruce lays out the difference between tax compliance and tax strategy, why many CPAs are trained to look backward, and why planning is still possible for entrepreneurs and closely held businesses. We talk about building a blended approach instead of chasing one-off deductions, and a simple rule that saves people from bad decisions: don't buy something you don't need just to “save taxes.”You'll hear practical, code-based ideas like paying family members for real work, hiring your kids at fair market value, and using Roth IRA planning in a way many families overlook. We also cover the Augusta Rule and what the IRS expects when you use it, plus audit reality: documentation wins, credit card statements are not receipts, and material participation records can make or break certain deductions. We close with estate planning considerations around today's elevated estate tax exemption, and where to follow Bruce's work on Real Clear Markets.If you found this helpful, subscribe, share the episode with a business owner who needs a better plan, and leave a review so more people can find the show.---How to connect with Bruce:Founder & OwnerAmerican Tax & Business Planning3519 Center Point Road NECedar Rapids, IA, 52402Website: https://www.americantbp.com/ Phone: (319) 200-6716 Email: bwilley@americantbp.com Youtube: https://www.youtube.com/@brucewilley3956LinkedIn: https://www.linkedin.com/in/bruce-willey-b574b14/ Twitter: https://x.com/BWcatalystFacebook: https://www.facebook.com/AmericantaxandbusinessplanningHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

You'd never hand over six figures on an investment without doing your homework, right? That's exactly what most families do with college. Hans Hanson is a national college advisor who's worked with 1,000 families, and almost none of them were asking the right questions before they started. In this episode, you'll learn what most families don't understand about the business of college, how to give your child the best chance for acceptance and scholarships, and the question that will help them find the right college fit. Topics discussed: Introduction (00:00) How he went from CPA to college advisor (01:52) CollegeLogic's process to empower students and support families (06:17) What college "fit" actually means and why it matters more than rankings (09:18) The ROI of college: where families go wrong (11:35) The college lie about job placement (14:51) The policies designed to keep students enrolled longer (17:43) Tips for writing a great college essay (23:23) Why everyone should submit the FAFSA and apply early (27:55) Why "test optional" isn't really optional (30:51) What brought you JOY today? (32:46) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: I am a national college advisor helping families from around the country and the world navigate the complicated college process. From identifying an initial list of colleges to planning college visits, writing essays, submitting applications, and deciding on the right major, at the right college, and at the right price, I help student-families get college right. My daily motivation is to help students live the life they want for themselves, which may differ from the life their parents want for them. To achieve it all, I help students own their outcomes and their expectations. Their job is to make college worth it for themselves and their parents. I raise their awareness of this. A favorite client-father once said to me,"I expect to see a return on my investment." I help parents to know better what they are about to buy — College. Connect with Hans Hanson: LinkedIn: https://www.linkedin.com/in/hanshanson  Facebook: https://www.facebook.com/groups/1017071385112403  YouTube: info@growwellthy.com Website: https://mycollegelogic.com/ 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Tired of diets, failed gym routines, and guilt? What if the same skills you use to build wealth could transform your health — without the overwhelm? Stevyn Guinnip, exercise physiologist turned health coach, says there's a common misconception making your health journey harder than it needs to be. In this episode, she shares a simple framework from her book, Grow Wellthy, that cuts through the noise and shows you how to treat your health like the asset it is. Topics discussed: Introduction (00:00) Entrepreneurial journey (01:23) The moment that shifted her mindset on health (04:12) The "Big Swap" that happens at midlife (09:02) The four-step framework in her book, Grow Wellthy (11:06) Closing the gap between health span and sick span (14:37) Food as fuel vs. food as a tax (18:25) The biggest misconception about getting healthy (24:58) The one daily habit that will transform your health (28:54) What brought you JOY today? (31:03) Download the Daily Dozen app: https://nutritionfacts.org/daily-dozen/ If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Stevyn Guinnip, MS, is an author, health coach, and international speaker dedicated to helping financial advisors and their clients live well longer. After surviving a personal health crisis, she founded Grow Wellthy™ to merge her expertise in exercise physiology with her firsthand understanding of the financial world as a financial advisor's daughter. Today, she speaks globally, coaches advisors, and equips firms with strategies to protect health as the true retirement multiplier. Stevyn lives in Portugal with her husband and two children. Connect with Stevyn Guinnip: LinkedIn: https://www.linkedin.com/in/stevyn-guinnip/  Instagram: https://www.instagram.com/growwellthy/  Email: info@growwellthy.com Website: https://www.growwellthy.com/ 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Everyone's talking about AI, but almost nobody knows what to actually do with it. The disruption isn't just hitting creatives and tech companies — it's coming for everyone who refuses to adapt. Taryn Southern is an award-winning storyteller, creative technologist, and founder of Creative AI Bootcamp. In this episode, she explains why we all need to be concerned about AI, how everyone (especially solopreneurs) can integrate it into their business, and why storytelling is the skill that will keep your business alive. You'll get tips and tools for protecting yourself from AI scams and discerning  what's real and what's AI. Topics discussed: Introduction (00:00) Taryn's career: from YouTube to AI (01:46) The real dangers of AI and how to protect yourself (05:31) How AI will force creatives and all knowledge workers to adapt (11:24) "Tech will make buddhists out of all of us" (17:52) YouTube's role in elevating voices and brands (19:43) How entrepreneurs and businesses can integrate AI (21:29) Turning a breast cancer diagnosis into a GPT (24:40) What brought you JOY today? (30:28) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung About Our Guest: Taryn Southern is an award-winning storyteller, speaker, and creative technologist whose works explores the intersection of emerging technology and human potential. As an early YouTuber with more than 750+ million views, Taryn has more than two decades experience in story and brand strategy for digital audiences. Her groundbreaking AI experiments include composing the world's first AI pop album in 2017, cloning herself in 2020, and directing a Tribeca Film Festival documentary on brain-computer interfaces (BCIs). At one of the world's leading implantable neurotechnology companies, Taryn oversaw marketing and communications for two successful funding rounds totaling over $230M+. She advises and speaks at Fortune500 companies on AI and human potential. Connect with Taryn Southern: Instagram: https://www.instagram.com/tarynsouthern/ YouTube: https://www.youtube.com/TarynSouthern X: https://x.com/TarynSouthern Website: https://tarynsouthern.com/ 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

The Social Hour is back for its 3rd episode — and this one did not disappoint. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the industry: Frank Cappelleri, founder of CappThesis, and Sam Ro, founder of TKer.Fair warning: Sonu joins live from Epcot, Ryan gets an unexpected visit from housekeeping mid-stream, and the conversation somehow wraps up with a heated debate about Predator Badlands. But in between, there's a lot of substance.They dig into what's been driving market volatility, why closing near the lows matters more than the headlines, and what the technicals are actually telling us right now. Frank shares his screen and walks through charts on trading boxes, the VIX, and the tech-to-energy rotation that's hitting historic extremes. Sam breaks down why diversification still makes sense even when everything seems to move together, and what consumer spending data is, and isn't, telling us. Sonu connects the dots between oil supply disruptions, the Fed's difficult position, and what it would actually take to spark a near-term rally.Key Takeaways:Closes near the lows matter: 11 of the last 12 sessions closing weak signals bears are in controlTech vs. energy rotation: The ratio just hit its lowest weekly RSI reading in recorded historyPrivate credit check-in: Why it doesn't look systemic, yet,  and what to watchThe Fed's dilemma: Inflation keeps running hot; how long can they stay patient?Bitcoin watch: Still hasn't made a new low and that might mean somethingDiversification reminder: Mag 7 drawdowns are a painful but timely lessonFrank Cappelleri and Sam Ro are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 - Welcome & Guest Intros 6:21 - Why Markets Turned Ugly 11:06 - Oil Supply Fears & What It Takes To Rally 22:20 - Private Credit Systemic Risk Debate 30:50 - Chart Read: Weak Closes, VIX & the 200-Day Line 43:36 - Energy Surge vs. AI Capital Spending 52:24 - Gold, The Fed Box & Bitcoin As A Risk SignalConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Sam:• LinkedIn: https://www.linkedin.com/in/sammyro/• X: https://x.com/SamRoConnect with Frank:• LinkedIn: https://www.linkedin.com/in/frank-cappelleri-cfa-cmt-a319483/• X: https://x.com/FrankCappelleriQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Most people convince themselves they're not ready yet. They need the right gear, the right space, the right moment to start. Nick Ciavarella built two brands in an apartment  and now his work runs on NHL social, ESPN, Bleacher Report, and Barstool. In this episode, Nick, aka 716Nick, breaks down how he turned his creative passion into a career, how anyone can turn free work into paid opportunities, and why relationships are the key to getting to the next level. Topics discussed: Introduction (00:00) Nick's origin story and finding his creative voice (01:56) How the Dishin' brand came together (05:51) Leveraging social media to market your brand for free (08:33) Advice for aspiring entrepreneurs (10:56) Creating content for the NHL (12:46) How to speed up your workflow (16:32) Motion tracking and going viral (19:01) Should you work for free in the beginning of your career? (23:24) How working with creatives drives your own growth (27:27) What brought you JOY today? (30:23) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://mitlin.us/CollegeQuiz Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://mitlin.us/DownloadTaxList Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://mitlin.us/RetirementQuiz  Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Nick Ciavarella: Instagram: https://www.instagram.com/716nick TikTok: https://www.tiktok.com/@716nick LinkedIn: https://www.linkedin.com/in/nicholas-ciavarella-24b757156 X: https://x.com/ehCavo About Our Guest: Known as 716nick, Ciavarella is an influential content creator, cinematographer and video producer whose work within sports has serviced top-tier athletes such as Rasmus Dahlin, Tyreek Hill and several others. He has also helped build viral brand content for national audiences featured on NHL Social, Bleacher Report, Barstool Sports and ESPN. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

What if the life you want is closer than you think? What if the only difference between wishing and living it is a process? In this special episode replay, Bryan Sweet revisits his powerful conversation with entrepreneur Chris Johnson, founder of Rapid Brands and Passive Candidate Pro.  Chris shares how he “operationalizes” dreaming through structured goal setting, moment-based planning, and intentional mindset routines. He explains his personal retreat process, morning discipline, and how gratitude builds resilience. They also explore hiring lessons, faith during uncertainty, and the courage required to pursue big visions without losing perspective. Chris shares: How “moment goals” by dollar categories clarify dreams and create tangible action steps His structured morning routine that builds resilience before facing daily challenges Why writing down blessings strengthens mindset and protects against negativity The hiring mistake that cost millions and the lesson about being addicted to potential A powerful reminder from his daughter about gratitude, ambition, and perspective And more! Connect With Chris Johnson: LinkedIn: Chris Johnson PassiveCandidatePro.com Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Chris Johnson is an entrepreneur, investor, and founder of Passive Candidate Pro. Known for his Shark Tank-featured consumer products company, Rapid Brands, Chris has spent two decades in recruiting and business building. Today, he helps companies harness AI to find and hire top talent while encouraging individuals to dream bigger, operationalize their goals, and live with gratitude. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

n this episode of Haunted Pub Crawl, we head into North Wales to explore two historic pubs with chilling reputations that refuse to fade.First, we step inside The Blue Lion in Cwm, Denbighshire — an ancient inn steeped in folklore, where the ghost of John Henry is said to linger through heavy footsteps, strange noises, and a dark story of violence and disappearance.Then we make our way to The Salusbury Arms in Tremeirchion, a pub with a reputation so intense it has been linked to multiple spirits, eerie sightings, unsettling activity in the cellar, and even claims of an exorcism.From tragic legends to lingering presences, this is another eerie stop on our journey through the most haunted pubs in Wales.Grab a drink, dim the lights, and join us for another round of Haunted Pub Crawl.www.linktree.com/pursuitoftheparanormalwww.pursuitofthepaaranormal.co.uk

What if the richest life begins when you finally listen to your feelings? We sit down with Dr. Margaret Paul—best-selling author and co-creator of Inner Bonding—to rethink wealth as well-being and put love at the center of a life that feels good. Forget the myth that a bigger balance sheet guarantees joy. Dr. Paul has coached people with yachts, acclaim, and approval who still felt empty. Her insight is simple: happiness flows from how you treat yourself, especially under stress and in close relationships.We unpack the health, wealth, wisdom, and happiness framework and explore why control patterns—anger, blame, withdrawal, caretaking—quietly drain connection. Dr. Paul outlines the six steps of Inner Bonding: feel your feelings, choose learning over control, get curious about pain, open to guidance, take loving action, and check your feelings for feedback. It's a practical way to build a trustworthy “loving adult” who sets boundaries, speaks up, and rests without guilt.We also clarify the “inner child”—your soul, wise and speaking through feelings, alongside wounded parts formed over time. When you take responsibility for that inner world, stress eases, health improves, and creativity returns. Personal power shifts from “power over” to alignment between guidance, compassion, and action—changing relationships, careers, and how money supports life.If you're ready to trade approval-chasing for real peace, this conversation offers clear steps and hope. Subscribe for more conversations that simplify money, elevate well-being, and help you live fully. If this resonated, share it with a friend and leave a quick review—what loving action will you take this week?---DR. MARGARET PAUL is a bestselling author, relationship expert, and co-creator of the powerful Inner Bonding® self-healing process. She has appeared on numerous radio and television shows (including Oprah). Her book titles include Do I Have to Give Up Me to Be Loved By You (over 1 million sold), Healing Your Aloneness, Inner Bonding" and the recently released Diet For Divine Connection and The Inner Bonding Workbook. Margaret has successfully worked with hundreds of thousands around the world and taught classes and seminars for over 53 years.margaret@innerbonding.com 303-772-3508 https://www.innerbonding.comWebsite | Instagram | YouTube | Facebook | Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Grit isn't a personality trait — it's something you can build. In this episode, leadership expert Lara "LJ" Johnson breaks down how the "born with it or not" myth holds people back and what grit actually looks like in real life. You'll learn why the "muscle through" mentality fails most teams, why most people stay trapped in negative thought loops, and the tools that helped Lara survive life's toughest moments. Topics discussed: Introduction (00:00) From homelessness to rebuilding her life in the U.S. (01:35) Belief as the difference between quitting and finding a solution (07:37) The tragedy that inspired the Global Grit System (10:32) How the 54321 grounding technique saved her life (13:42) The aftermath: why she wrote

Most people build careers by default, not by design. Collin Strachan chose differently — he left corporate, hit the road, and started a production company that's worked with brands like Dude Wipes and Ridge Wallet. In this episode, you'll learn how he stopped pitching and instead used LinkedIn to create inbound opportunities, why they refuse to negotiate price with clients, and the real tradeoffs of mixing work and play. Topics discussed: Introduction (00:00) From traveling to starting a production company, Every Mile Creative (01:39) Leaving the "safe" job to get back time and freedom (07:48) Why they pivoted to work with non-traditional brands (13:52) Why they don't negotiate pricing and how it filters for better clients (18:01) How to navigate business with your spouse (23:33) Designing his business around a lifestyle (26:27) Building an inbound pipeline through LinkedIn (28:08) What brought you JOY today? (32:58) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Collin Strachan: LinkedIn: https://www.linkedin.com/in/collinstrachan/ Skool: https://www.skool.com/become-unforgettable/about Website: https://www.alaskaproductioncompany.com/ About Our Guest: I'm Collin, and I run Alaska Production Company with my wife Kendal from a 33-foot Airstream while living off-grid in Alaska with our kids. We've generated over $100M in revenue for brands like DUDE Wipes, Solo Stove, and Ridge Wallet by creating viral ads in extreme Alaska locations. I also run "Become Unforgettable," a LinkedIn coaching community where I teach creators and founders how to use storytelling to grow their presence and generate real revenue 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Artificial intelligence continues to dominate headlines and investment flows, but understanding the technology behind it requires looking beyond the hype and into the structure of the ecosystem itself. In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Steve Hou of Bloomberg and Kai Wu of Sparkline Capital to explore how the AI economy actually works, from the infrastructure powering it to the applications beginning to reshape industries.The conversation moves through the full AI stack, including semiconductors, computing power, models, and software layers, while also examining how competition, innovation, and investment are shaping the next phase of the technology cycle. Key Takeaways• The AI stack matters: Chips, infrastructure, models, and applications each play a distinct role in the ecosystem• Compute demand keeps expanding: AI adoption continues to drive demand for semiconductors and data infrastructure• Competition is accelerating: Innovation across companies may push AI models toward commoditization• Productivity gains will vary: Some sectors may see faster AI-driven improvements than others• Markets are pricing the shift: Investor expectations around AI continue shaping technology and equity marketsSteve Hou and Kai Wu are not affiliated with CWM, LLC. Opinions expressed by this individual may not be representative of CWM, LLC.Jump to:0:02 — Opening And Guest Intros1:46 — Kai And Steve's Quant Backgrounds6:56 — Two ChatGPT Moments And AI Agents10:45 — Compute Demand And Industrial Tailwinds17:03 — Models Commoditize, Orchestration Rises23:39 — AI, Inflation, And Energy As Constraint31:17 — Europe, Korea, And Defense Capacity38:02 — Software's Reset And Duration Risk46:30 — Timelines, Diffusion, And S-Curves53:05 — Active Selection Across Regions59:15 — Building Firms With AI Force Multipliers1:03:49 — Mentors, Simplicity, And Implicit Knowledge1:05:44 — Closing And DisclaimersConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Money habits start forming long before most families ever talk about them. The result? Teens and adults who only know how to spend or save and miss everything else money can do. That's one reason Mac Gardner, founder of FinLit Tech, created interactive tools to teach families financial literacy. In this episode, we discuss his book The Four Money Bears, why so many parents avoid money conversations, and how early exposure shapes lifelong habits and generational wealth. Plus, find out how advisors can help close the gap, reach more families and bring more diversity into the industry. Topics discussed: Introduction (00:00) The entrepreneurial journey and founding FinLit Tech (01:35) Why financial literacy is so important for kids and families (03:49) How financial education is lacking in schools (05:38) Financial education tips and tools for young children (08:24) The three Rs of learning money and the four money functions (10:42) Building generational wealth through education and habits (12:31) Mac's book, The Four Money Bears (15:54) How gamified learning makes money more tangible (18:38) Working with E-Money to create a CFP board CE course (20:47) Diversity in the financial planning industry (23:00) What brought you JOY today? (27:40) If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Mac Gardner: LinkedIn: https://www.linkedin.com/in/macgardner/ Website: https://www.thefourmoneybears.com// About Our Guest: Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, "Motivate Your Money!". The book serves as a tool to share his extensive experiences in the field of Personal Financial Planning. His second book, "The Four Money Bears" teaches children about the four basic functions of money.  It is a fun and entertaining way for parents to start the conversation about money with their young children. Mac serves as Founder and Chief Education Officer of FinLit Tech.  The company's mission is "Building a Bridge Between Financial Literacy and Financial Technology". FinLit Tech develops Financial Education tools to start the personal finance education journey from as early as elementary school. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

The Social Hour format loosens things up, and this time Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Cullen Roche, founder of Discipline Funds and author of Pragmatic Capitalism and Your Perfect Portfolio.What makes this conversation different is Cullen's dual lens. He thinks like a macro investor, but he builds portfolios like a financial planner. That combination leads to a deeper discussion around matching assets to liabilities, duration, inflation realities, and how advisors should think through long-term construction instead of reacting to headlines.Key Takeaways:• Narrative vs. numbers: Headlines move quickly, but underlying data often tells a steadier story • Sentiment remains dynamic: Investor positioning continues to shift alongside economic signals • Leadership rotation continues: Sector performance reveals subtle changes beneath the surface • Macro themes persist: Growth, inflation, and policy remain central drivers of direction • Perspective matters: Long-term discipline still anchors sound decision-makingCullen Roche is not affiliated with CWM, LLC. Opinions expressed by this individual may not be representative of CWM, LLC.Jump to:0:00 - Live Kickoff And Colin's Books2:50 - First Principles Over Financial Noise6:10 - Origins Of Pragmatic Capitalism And QE11:30 - From Anonymous Blogger To Public Voice13:40 - We're Savers, Not Stock Pickers17:53 - Inflation Jitters And Market Divergences23:30 - Diversification Vs Diversification28:20 - Simplicity, Costs, And Portfolio Design32:40 - Behavioral Bias: You Are The Risk38:00 - Macro Claims And What Doesn't Compute44:00 - AI's Disruptive Decentralization50:10 - Labor, Layoffs, And Data You Can Trust55:20 - Small Caps, International, And FactorsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Cullen:• LinkedIn: https://www.linkedin.com/in/cullenroche/ • X: https://x.com/cullenroche Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Women are about to inherit trillions — yet many underestimate their ability to invest. But women are actually proven to outperform men when they invest, so what's keeping women from investing with confidence? Liz Faircloth saw this gap and started InvestHER, a community that helps women take control of their financial futures and define success on their own terms. In this episode, she shares how women approach investing differently and why she believes women aren't a niche in investing, but actually the future of it. Hear the key decisions that helped her go from owning one duplex to owning a portfolio worth $160 million! Topics discussed: Introduction (00:00) How discovering real estate changed her career path (01:14) Real estate lessons and fundamentals (07:24) What inspired Liz to build a community through InvestHER (10:44) Why podcasting was a strategic move — not a side project (13:08) The Great Wealth Transfer and why women need investing confidence (14:57) Paying yourself vs. reinvesting in your business (19:33) Shaping your money habits around your health (23:41) Communication tips for working with your spouse (27:38) What brought you JOY today? (30:22) If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Liz Faircloth: Instagram: https://www.instagram.com/therealestateinvesther Facebook: https://www.facebook.com/therealestateinvesther Website: https://investhercon.therealestateinvesther.com/ About Our Guest: While studying to become a social worker, I was introduced to Rich Dad Poor Dad like Andresa. And that's when the trajectory of my life changed. After a year of taking countless classes at a local REIA, analyzing hundreds of deals, and getting a ton of "no's", my now husband and I purchased our first investment property which was a duplex outside of Philadelphia. Today, our team owns and manages millions of dollars of real estate. I have learned a ton of lessons. But most importantly, I discovered how complicated – and essential – it is for women to have the tools we need to successfully balance our lives as women, wives, moms, and entrepreneurs. That's why we created our InvestHER® 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Self-employed or running a creative business?  You're not alone if tax season turns into a last-minute scramble to find help from someone who understands that your income doesn't look like a normal paycheck. Artist turned tax expert Hannah Cole takes the fear out of taxes and explains the basics in a clear, approachable way. You'll learn what to do throughout the year to make tax season easier, how much to save for self-employment tax, and get tips for making the transition from side hustle to full-time business. Topics discussed: Introduction (00:00) What inspired Hannah to become a tax expert (01:44) Why creatives feel unseen by accountants (04:51) Tax tips for the self-employed (06:05) How to filter out bad advice and choose the right professional (08:53) Tax Day financial check-up (11:16) Key numbers to review on your tax return (13:00) How to estimate your quarterly taxes (15:19) Hannah's book, Taxes for Humans, and more resources (16:16) Transitioning from side hustle to full-time business (17:41) What brought you JOY today? (21:14) If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Hannah Cole: The Sunlight Podcast: https://www.sunlighttax.com/podcast Instagram: https://www.instagram.com/sunlighttax/ TikTok: https://www.tiktok.com/@sunlighttax Youtube: https://www.youtube.com/@sunlighttax LinkedIn: https://www.linkedin.com/in/hannah-cole-3775561/ Website: https://www.sunlighttax.com/ About Our Guest: Hannah Cole is a tax expert who specializes in working with self-employed people, especially creative and mission-driven ones. A long-time working artist herself, she's helped tens of thousands of self-employed people skill up with accessible tax and money education, through her Money Bootcamp program, tax workshops from Florida to Alaska, and on the Sunlight Tax podcast. Her forthcoming book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed, is the most funny and empowering tax guide you'll ever read. Hannah is the founder of Sunlight Tax. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

High-profile layoffs, inflation, recession headlines — it's no surprise that investors are worried about a volatile market. But this episode takes a step back from all the noise to look at what the data actually says. Chief Market Strategist Ryan Detrick returns to break down Carson Group's 2026 Market Outlook, from their new stance on global diversification to the asset class you shouldn't overlook. You'll gain insights on AI investing, when (and if) you should worry about a recession, and how to keep fear from driving your decisions. Topics discussed: Introduction (00:00) The meaning behind "riding the wave" of the market (02:14) Recession fears vs. what the data shows (04:51) Labor market trends and what would change the outlook (07:16) A smarter way to think about AI investing (10:30) How to mentally prepare for market volatility (15:54) Global outlook and diversification opportunities (20:04) How long can the bull market really last? (22:52) Bonds and why they still matter (26:11) The mindset shift investors need right now (29:08) Want the full market breakdown? Read the Market Outlook 2026: Riding the Wave into the New Year here: http://mitlin.us/2026outlook Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: ​​https://www.carsongroup.com/research About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. 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. Additional Disclsoures: This material is for general information only and is not intended to provide specific advice or recommendations for any individual This content cannot be copied without express written consent of CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. The S&P 500 is an index of 500 stocks chosen for market size, liquidity and industry grouping (among other factors) designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe. The opinions stated in this presentation should not be construed as direct or indirect advice, or as an offer to buy or sell any securities mentioned herein. This piece contains statements related to our future business and financial performance and future events or developments involving Carson that may constitute forward-looking statements. These statements may be identified by words such as "expect," "look forward to," "anticipate" "intend," "plan," "believe," "seek," "estimate," "will," "project" or words of similar meaning. Such statements are based on the current expectations and certain assumptions of Carson Group's management, of which many are beyond Carson Group's control. These are subject to a number of risks, uncertainties and factors which if one or more of these risks or uncertainties materialize, or should underlying expectations not occur or assumptions prove incorrect, actual results, performance or achievements of Carson Group may (negatively or positively) vary materially from those described explicitly or implicitly in the relevant forward-looking statement. Carson Group neither intends, nor assumes any obligation, to update or revise these forward looking statements in light of developments which differ from those anticipated. This is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The return and principal value of stocks fluctuate with changes in market conditions. Shares when sold may be worth more or less than their original cost. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. A diversified portfolio does not ensure a profit or protect against loss in a declining market. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value. The Bloomberg U.S. Aggregate Bond Index is an index of the U.S. investment-grade fixed-rate bond market, including both government and corporate bonds. The MSCI World ex-U.S. Index captures large and mid-cap representation across 22 of 23 Developed Markets (DM) countries excluding the United States. With 871 constituents, the index covers approximately 85% of the free float adjusted market capitalization in each country. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Big dreams often surface quietly, then get talked down by doubt, timing, or other people's opinions. What if the real work is not letting them disappear? How do you know which dreams are worth pursuing, who to bring along, and what tradeoffs actually matter? In this episode, Bryan Sweet sits down with Nick Nanton, Emmy Award winning filmmaker, producer, and bestselling author, to talk about dreaming intentionally, using creativity as a practical tool, and building teams that allow big ideas to become real. Nick shares how clarity, values, and persistence shape meaningful progress, why failure is part of the process, and how choosing gratitude over anxiety opens doors even in uncertain seasons. Key takeaways: Why creativity is about using your natural strengths, not artistic talent or inspiration alone How surrounding yourself with people you admire accelerates progress toward meaningful goals The role of values and alignment when choosing projects, partners, and risks How failure, timing, and persistence shape long-term fulfillment Why intentional living requires clarity about what you want and why it matters And more! Resources:  Book: The Bezos Letters by Steve Anderson Book: Never Split the Difference by Chris Voss Book: Pappyland by Wright Thompson Book: It's Never Too Late by Kathie Lee Gifford Book: No Easy Day by Mark Owen Connect With Nick Nanton: Website: Nick Nanton Instagram: Nick Nanton (@nicknanton) Facebook: Nick Nanton Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Nick Nanton grew up not with a safety net, but with a relentless curiosity and the belief that possibility was something you created, not something you waited for. That belief carried him from law school to launching the Celebrity Branding® Agency, and eventually to founding DNA® Films—a studio that has now produced 60+ films and earned 22 Emmy Awards. It didn't happen because conditions were perfect. It happened because again and again, Nick bet big on what mattered. And when it worked? He doubled down. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will. In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with David Haughton: LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/ Website: https://www.carsongroup.com About Our Guest: David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies. He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies. To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Sports culture isn't exactly built for vulnerability, but stories like Shattered Ice can change that. In this episode, filmmaker Jake Miskin shares how his real-life experiences inspired this film about sports, mental health, and the impact of suicide on the people left behind. You'll hear what it takes to produce an independent film, how he got iconic hockey brands on board, and what coaches, parents, and leaders can do to create a supportive team culture for young athletes. Topics discussed: Introduction (00:00) The premise of the film, Shattered Ice (03:59) How hockey became the vehicle for a mental health story (05:26) The shifting stigma around mental health and suicide (06:42) Casting actors with personal connections to the film (10:42) Why vulnerability from coaches and team leaders matters (12:45) How iconic hockey brands became involved in the film (15:32) What it takes to produce and distribute an independent film (18:48) How to support the mental health of young athletes (23:12) What brought you JOY today? (27:21 Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Jake Miskin: Shattered Ice Instagram: https://www.instagram.com/ShatteredIceFilm/ Jake's Instagram: https://www.instagram.com/jcmiskin/ Facebook: https://www.facebook.com/officialshatteredicethemovie/ YouTube: https://www.youtube.com/@NehoidenBlackBears Jake's LinkedIn: https://www.linkedin.com/in/jake-miskin-25107231 Nehoiden Street Films LinkedIn: https://www.linkedin.com/company/nehoiden-street-films-llc/ Website: http://www.officialshatteredicethemovie.com/ About Our Guest: Jake Miskin is an American screenwriter & producer, born and raised in Needham, Massachusetts. Jake graduated from Needham High School and he went on and played collegiate soccer at Springfield College. Jake graduated with a Bachelor of Science in Sport Management. He is the founder of Nehoiden Street Films and independent film company based in Boston, MA. He is the writer and producer of the film Shattered Ice. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

What if fulfillment comes not from chasing more, but from simplifying how you see life, work, and personal growth? Many people hold themselves back through fear, misplaced expectations, or a lack of clarity about what truly matters. Reframing these patterns can change how progress, happiness, and purpose are experienced over time. In this episode, Bryan Sweet revisits a powerful conversation with Dr. Bharat “Doc” Sangani, Cardiologist and Founder and CEO of Encore Enterprises, reflecting on belief, decision-making, mentorship, and redefining happiness. The discussion explores fear management, values-based living, long-term perspective, and the idea that happiness can be measured through health, wealth, and relationships. Key takeaways: How belief paired with effort influences long-term progress and resilience Why fear often comes from a lack of preparation rather than a lack of ability The importance of mentors in validating direction and realistic expectations A practical framework for viewing mistakes as feedback instead of failure How simplifying values and perspective can reshape fulfillment and motivation And more! Resources: Turning Big Dreams Into Reality with Richard Wilson (Ep. 84)  Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Dr. Bharat Sangani: LinkedIn: Dr. Bharat Sangani Encore Enterprises About Our Guest: Bharat Sangani, MD, Encore's Chairman and CEO, co-founded the firm in 1999 as a vehicle for investors to share in the success of his real estate deals. “Doc,” as he is known by both clients and co-workers, made his first investment in real estate in 1991. He quickly learned he had a natural instinct for commercial real estate investing and began growing his portfolio. Over the 30 years that followed, Doc has established a successful private commercial real estate investment and development firm with a proven track record across multiple sectors throughout the United States.  Admired for his relentless work ethic, Doc, along with a team of experienced, results-driven, and forward-thinking individuals, leads Encore on the principles of honesty, integrity, and fairness. Doc sits on the Board of Directors of Encore Enterprises, Inc., and Encore Properties, Ltd. He is an active contributor to the community and is involved in various charities both locally and in India. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Have you ever dreamt up a product in your head? You can see it so clearly, but you have no clue what the first step would be to actually create it. In this episode, the inventor of Click & Carry, Kim Meckwood, shares how she turned a simple idea into a tangible product that's now expanding into 30,000 retail stores. You'll get a behind-the-scenes look at what the patent process is really like and learn where to find free resources that most people don't even know exist. Topics discussed: Introduction (00:00) The origin story of Click & Carry (01:42) Kim's experience on Shark Tank (05:10) Why networking has been the key to her success (07:37) Female inventors and patent ownership (11:03) Where to find free resources for inventors (13:15) Amazon, knockoffs, and product protection (17:19) Kim's accidental hire that fueled her growth (20:15) The rewards of being an entrepreneur (23:02) What brought you JOY today? (26:02) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Kim Meckwood: Facebook: https://www.facebook.com/p/Click-Carry-100063829561602/ Instagram: https://www.instagram.com/clickandcarry/ TikTok: https://www.tiktok.com/@clickandcarry Website: https://clickandcarry.com About Our Guest: Kim Meckwood is the inventor and founder of Click & Carry, a smart, ergonomic handle that helps people carry multiple bags more comfortably and efficiently. The idea came after a breakup left her struggling to carry groceries alone through the obstacle course that was her Los Angeles condo complex. Realizing how common this struggle was, Kim set out to create a simple yet game-changing solution—not just for shoppers, but for seniors with dexterity challenges, travelers schlepping many bags, and athletes hauling gear. What began as a personal necessity has grown into a versatile product with nearly limitless applications. Before launching her own business, Kim built a successful career in medical device and pharmaceutical sales, working with companies like Medtronic and ACADIA Pharmaceuticals. But two breast cancer diagnoses—in 2012 and again in 2021—caused her to reevaluate everything. Those experiences gave her the courage to leave her corporate life behind and go all-in on her invention. Her perseverance paid off: Click & Carry has since landed deals with massive retailers like Albertsons, Lowe's, and Tractor Supply Company. Click & Carry has also been featured on

Imagine building a $60M company with just four employees — and then selling it. That is Adam Callinan's story with BottleKeeper. In this episode, he shares the constraints that allowed them to scale quickly, why they decided not to sign a deal with Mark Cuban after appearing on Shark Tank, and what ultimately made them sell. Our conversation centers on the common struggles in the entrepreneurial journey and the lessons Adam took into his next company, Pentane. Topics discussed: Introduction (00:00) Adam's introduction into entrepreneurship (01:33) How BottleKeeper became so successful (03:21) The downside of scaling with paid ads (07:09) How constraints help build a business (09:27) BottleKeeper's Shark Tank experience and why they passed on a deal (10:22) Why they decided to sell and how they built value buyers wanted (17:26) Entrepreneurial challenges and their costly growth mistakes (19:43) How Adam is building differently with Pentane (22:30) Social media and embracing authenticity in the age of AI (25:32) What brought you JOY today? (28:47) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Adam Callinan: LinkedIn: https://www.linkedin.com/in/adammcallinan/ Instagram: http://instagram.com/adam_callinan X (Twitter): https://x.com/Adam_Callinan Website: https://pentane.com About Our Guest: Adam Callinan is the founder of Pentane, an advanced version of the system he used to earn $60M+ in profitable revenue with just 4 employees and 0 investors at his prior eCommerce company. Adam previously co-founded BottleKeeper, a bootstrapped eCommerce brand that achieved $8m in revenue in just its third year, with 0 employees. BottleKeeper later appeared on Shark Tank and was acquired in 2021 by Wind Point Partners/RTIC Outdoors, marking Adam's second exit. Adam lives in Montana, writes for INC, and hosts the Growth Mavericks podcast, in addition to being a husband, dad, and avid outdoorsman. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

The most common myth about financial advisors? That they're required to work in your best interest. In this episode, fiduciary advisor Jason Pereira helps us break down the difference between a financial advisor and a fiduciary advisor. You'll learn what financial planning looks like beyond investing, the risks of relying on AI for financial advice, and how he's fighting for more transparency and accountability in the industry. Topics discussed: Introduction (00:00) Jason's early interest in finance (01:42) How his view of entrepreneurship changed (04:13) The truth about financial advisors and fiduciary duty (05:07) What most people misunderstand about financial planning (10:24) Why pricing models shouldn't be one-size-fits-all (11:42) The positive and negative impact of AI on the industry (15:16) Why advisors should embrace digital intimacy (20:29) Work boundaries that protect your family life (22:56) What brought you JOY today? (25:41) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Jason Pereira: X (Twitter): https://x.com/jasonpereira/ LinkedIn: https://www.linkedin.com/in/pereirajm/ Facebook: https://www.facebook.com/jason.pereira/ Instagram: https://www.kidsfirst.org/nl/ TikTok: http://tiktok.com/@jason.m.pereira Bluesky: https://bsky.app/profile/jasonpereira.bsky.social Threads: https://www.threads.com/@jasonmpereira Website: https://jasonpereira.ca/ Woodgate Financial: https://www.woodgate.com/ About Our Guest: Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 400 fintech founders, executives, and thought leaders in the space. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Screen overload isn't the enemy — mindless watching is. So instead of "how do we limit screen time," let's ask, "how do we teach kids to think and not just scroll?" As co-founder of KIDS FIRST!, Ranny Levy has spent decades helping families navigate a fast-changing media landscape. In this episode, she shares a more realistic approach to media literacy that helps kids make better choices. Hear how the organization's kid-driven media keeps them engaged in a smarter, more confident way and develops lifelong skills that go beyond media! Topics discussed: Introduction (00:00) The mission of KIDS FIRST! (03:30) How the organization has evolved with media (04:57) Why limiting screen time alone doesn't work anymore (07:17) How KIDS FIRST! teaches children to engage in media (08:10) Finding talent and developing real-life skills (10:50) Success stories beyond media and entertainment (13:31) KIDS FIRST! Coming Attractions podcast (16:48) KIDS FIRST! Film Festival and global reach (18:00) Their stance on gambling and sensitive content (22:48) What brought you JOY today? (27:19) For support, resources, and education around suicide prevention, visit the American Foundation for Suicide Prevention at www.afsp.org. Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ranny Levy: Podcast: https://www.iheart.com/podcast/53-kids-first-coming-attractio-277638809/ YouTube: https://www.youtube.com/c/KIDSFIRSTFilmCritics Facebook: https://www.facebook.com/KidsFirstMedia X (Twitter): https://x.com/KidsFirstMedia2 Instagram: https://www.instagram.com/kidsfirstcoming_attractions TikTok: https://www.tiktok.com/@kidsfirstmedia LinkedIn: https://www.linkedin.com/company/coalition-for-quality-childrens-media-kids-first/ Newsletter: https://www.kidsfirst.org/nl/ Film Festival: https://www.kidsfirst.org/filmfestival/ Join the Team: https://www.kidsfirst.org/become-a-juror/ About Our Guest: In 1991, concerned about the harmful effects of violent and biased media on children, educator and media producer Ranny Levy co-founded the Coalition for Quality Children's Media (CQCM) and its flagship program, KIDS FIRST! The CQCM is dedicated to promoting and nurturing quality children's media as a vehicle for social change.  In addition KIDS FIRST! produces a bi-weekly podcast and the KIDS FIRST! Film Festival. The CQCM's work has been recognized by all the major entertainment studios and in July 2023 Ms. Levy was awarded the Golden Globes Honors Foundation's Noble Philanthropist Award. Ms. Levy is a children's media expert and author of three books, including The New York Times / KIDS FIRST Guide to The Best Children's Videos, A Parent's Guide to the Best Children's Videos, DVDs and CD-ROMs, and The Field Guide for Young Women: Finding Your Life Partner. She is a frequent speaker at conferences on children's media. Ms. Levy is a mother of two grown children, grandmother of two, and has one surrogate son and one surrogate daughter-in-law. She enjoys watching and reviewing films, writing screenplays, staying active, organic gardening, traveling, opera, music, theater, and entertaining friends and family. She is committed to life-long learning and loving. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com

That stigma around parents in youth sports? It's an unfortunate part of the culture, but Coach Ilya Podolskiy is taking a different approach and bringing families into the process. In this episode, you'll hear how he turns parents into allies and creates a culture where kids build resilience while still having fun. Our conversation highlights how important families are to an athlete's development, the impact sports and mentorship can have in a child's life, and what makes a truly great coach. Topics discussed: Introduction (00:00) Why progress is a constant driver in Ilya's life (01:40) Overcoming childhood bullying through martial arts (05:34) How he discovered hockey and became a coach (08:57) The importance of being a mentor, not just a coach (14:36) How he juggles full-time work, coaching, and family life (19:59) The Podolskiy Method: why parents need to be involved in youth sports (23:48) Two things that keep families and kids coming back to the game (26:29) Giving back through Hockey Helps 24-Hour Marathon (28:10) What brought you JOY today? (31:13) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ilya Podolskiy: Sharp Skate NY Instagram: http://instagram.com/SharpSkateNY/ Ilya's Facebook: https://www.facebook.com/ilya.podolskiy.5 Sharp Skate NY's Facebook: https://www.facebook.com/Sharpskate YouTube: https://www.youtube.com/@thepodolskiymethod-parenti9182 LinkedIn: https://www.linkedin.com/in/ilya-podolskiy-cpa-89b2b71a Website: https://thepodolskiymethod.squarespace.com/ Podcast: https://www.buzzsprout.com/1759705 About Our Guest: Ilya Podolskiy is a USA Hockey Level 5 Master Coach and Coach Developer, as well as the Lead Hockey Instructor for the New York Junior Rangers. With years of experience coaching travel youth hockey at multiple ages and levels, he has built a reputation for developing athletes and guiding families through the youth sports journey. He is also the creator and host of The Podolskiy Method Podcast, where he shares insights on parenting athletes and the role of education in sports. Beyond hockey, Ilya holds a black belt in Taekwondo, where he previously taught martial arts, blending discipline and character into his coaching approach.  In addition, Ilya wrestled in high school and collegiate levels and continued to study various Martial art disciplines like Muay Thai, KickBoxing, and Karate, amongst others. Professionally, he is a CPA and earned his Master's degree from Villanova School of Law, combining analytical precision with a passion for teaching and mentorship. Currently, Ilya is seeking new keynote speaking opportunities to share his coaching philosophy, leadership lessons, and personal experiences with broader audiences. 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. This episode was produced by Podcast Boutique https://www.podcastboutique.com