Podcasts about Cwm

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

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

What good is financial wealth if you don't have the health to enjoy it? That's the question at the center of my eye-opening conversation with Lisa Brooking, CEO of Healthcode Medical. With her background as a critical care nurse and elite marathon runner, Lisa is transforming how we think about health—from reactive “sick care” to proactive wellness optimization.Lisa shares how traditional medicine often waits for symptoms to appear before acting, missing the chance to prevent disease altogether. At Healthcode Medical, her team treats health as a vital asset class, applying strategies similar to wealth management: early detection, ongoing monitoring, and personalized planning.Their cutting-edge diagnostics—from advanced brain scans to specialized MRIs—create a deep baseline to catch issues early and optimize wellness. Lisa's most powerful insight? That poor health quietly restricts your freedom—limiting travel, activity, and quality of life. True luxury, she argues, isn't material—it's the vibrant health to fully enjoy your life.This philosophy mirrors my own approach to managing wealth: be proactive, informed, and intentional. Healthcode's efficient, boutique two-day assessment equips clients with actionable insights and continuous support for sustainable change.Want to invest in your greatest asset—your health? Connect with Lisa and her team at Healthcode to see how strategic health planning can transform your future.About Our GuestCEO of Healthcode Medical, Lisa is a dynamic and engaging health care leader with a proven track record in both the private and public sectors. Lisa holds a deep understanding of the health care sector rooted in a progressive career starting as a critical care nurse. She is passionate about high quality person-centred care and her commitment to prioritize the well-being of patients. She received the 2015 Young Women of the Year Award from the Orillia Business Women's Association, later renamed in her honor to the Lisa Brooking Young Women of the Year Award, which is presented annually.Lisa is also a world-ranked distance runner with numerous podium finishes. Most recently, she was the 2022 winner of the Miami Half-Marathon and placed second at the 2023 Vancouver Half-Marathon.Lisa Brooking, CEO of Healthcode Medical1285 W BroadwayVancouver, BC V6H 3X8, Canada604-283-9811Website: www.healthcode.caLinkedIn: www.linkedin.com/company/healthcodemedicalInstagram: Healthcode MedicalHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn 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.

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

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

Stephanie Walters, CEO of Erbe Wealth, reveals how the affluent approach money differently and shares actionable wealth-building strategies that challenge conventional financial wisdom. We uncover the myths that keep most people from building true wealth and explore why cashflow and control are the ultimate financial goals.• The wealthy utilize money actively rather than just accumulating it• Most Americans don't realize they're paying 2-3% in hidden 401(k) fees that devastate returns• Tax diversification is critical with tax-free buckets ideally being your largest asset pool• Premium-financed life insurance offers tax-free growth with market upside protection• Wealthy investors prioritize avoiding losses over chasing high returns• Understanding your unique "Way to Wealth DNA" helps align investments with your values and skills• The dangerous math of investment losses: a 25% drop requires a 50% gain to recover• Control comes from investing in things you understand rather than anonymous market fundsGet Stephanie's free book "Shattering Money Myths" at erbewealth.com and learn more about approaching wealth like the affluent do.About Our GuestOver years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them -- sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation.Stephanie Walters, CEO of Erbe Wealth3705 Kipling Street, Suite 203 Wheat Ridge, CO 80033303-995-0928LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/  Facebook: https://www.facebook.com/erbewealthHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn 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.

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

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

Dreams are an evolutionary intelligent process that can offer the most incisive guidance in our lives, functioning like a trusted friend who will tell us truths no one else will, including our untapped potential. Dr. Lynn Worley shares how understanding and working with dreams transformed his life and can help others achieve true well-being—the root meaning of wealth.• Dreams occur for about two hours every night, though most people only remember seconds• Nightmares, particularly those related to trauma, are actually attempting to help heal us• Moral injury—trauma from violating one's conscience—often causes deeper suffering than fear-based PTSD• Unprocessed trauma creates an overactive nervous system that requires energy to maintain• Finding someone you trust to listen deeply is critical for healing emotional wounds• Dreams speak symbolically and require interpretation to understand their messages• Mental health will likely be our biggest global challenge in the coming decade• Dream work offers a pathway to greater freedom by releasing unconscious patternsTo learn more about evolutionary dreaming and watch Dr. Lynn Worley's film "Dreaming to Heal PTSD and Moral Injury" for free, visit evolutionarydreaming.com.Get to know our guest, Len Worley:Over the last thirty years, I have worked as a psychologist, marriage and family therapist, Rolfing bodyworker, and dream researcher and mentor. I obtained my Ph.D. in Counseling Psychology from Florida State University in 1981.I currently spend most of my time writing and creating films to inspire and educate about the wisdom available in dreams. I also mentor those who wish to master the skills of dreamwork, devoting a few hours each week to online consultations for individuals and small groups. Along with dreamwork, I offer guidance for those wishing to solve a life conundrum or simply get more from life.Connect:LinkedInInstagramFacebookLen Worley, PhDFounder, Evolutionary Dreaming602 Kinney Ave, Austin, TX 78704(512) 701-2831Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn 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.

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

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

David Alcott of Samurai Success shares his transformative approach to wealth creation through authentic self-knowledge and intentional reprogramming of the subconscious mind.• The wealthy and successful know exactly who they are and refuse to be talked out of it• True wealth creation begins with a "be-do-have" strategy rather than the common "do-have-be" approach• Money is simply energy—focus on mastery and the money naturally follows• 95% of our actions come from subconscious programming that can be intentionally redesigned• Most successful investors focus on their unique abilities rather than chasing money directly• Saying "no" becomes essential when you clearly know who you are and where you're going• Your destiny isn't predetermined—you can recreate yourself anew at any age• Writing down who you want to be in different life areas helps reprogram your subconscious• Congruency between beliefs and actions creates the authentic energy others respond toDavid OlcottCEO of Samurai Success, Inc.1090 S. Wadsworth Blvd., Suite C-181 Lakewood, CO 80226Phone: (303) 758-9567For more information, find David's book "Swords of Illumination" on Amazon or connect with him on Facebook, Instagram, and LinkedIn.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn 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.

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

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

Unlocking the path to personal and financial success often requires diving deep into our past. In this engaging episode of the Way to Wealth, we're joined by the dynamic Coach Dan Gordon, who shares his rollercoaster journey from the brink of bankruptcy to thriving as an entrepreneur. Through storytelling and insightful commentary, we uncover how childhood trauma shapes our experiences, sparking a lively discussion on the importance of self-reflection and emotional health in entrepreneurship.Dan opens up about the lessons learned from losing his marketing company, emphasizing the critical importance of being true to oneself and aligning business endeavors with genuine passions. The conversation expands to the often-overlooked but vital skill of selling, as Dan reframes sales as an opportunity for personal and relational growth rather than a dreaded chore. He shares practical strategies for engaging authentically with clients and overcoming the stigma often associated with selling.Get ready to shift your perspective and embrace the healing required to thrive. Tune in and discover how listening to your inner voice and confronting your past can lead to monumental breakthroughs in both your personal and professional life. Let's embark on this enlightening journey together! Don't forget to subscribe and share your thoughts with us!Text "CALM" to (213) 409-8366 for a free trial of NuCalm.Text "SALES" to (213) 409-8366 for access to the free eBook "10 Tips for Making Super Easy Sales"Text "HELP" to (213) 409-8366 for a free 15 minute consultation with Coach Dan GordonGet to know our guest, Coach Dan Gordon:In 2016, Coach Dan Gordon made a single mistake that bankrupted his marketing company. After losing his company and $80,000, Coach Dan found himself at a personal crossroads. Turning his despair into determination, he embarked on a mission to completely transform his life. Eight months later, Coach Dan walked out on stage in Dallas, Texas, being paid $10,000 for his first professional speaking gig. From there, his life skyrocketed. Today, Coach Dan takes badass entrepreneurs on their own journey of bold transformation. Under this guidance, they expand their income, leadership, and sheer passion for life. If you want to release your inner badass and experience life unlimited, then you're absolutely going to want to listen to what Coach Dan Gordon has to say. Dan Gordon Enterprise LLC7190 W Sunset Blvd, Suite 33ALos Angeles, CA 90046Connect:dangordonenterprise.comHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn 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.

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

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

Unlocking the secrets of health and well-being inspires our conversation around healthy aging. We discuss how health ties into financial wealth and personal fulfillment, emphasizing the importance of functional medicine. Dr. Kogan shares insight from his medical journey and how it shapes his current practice.• Importance of understanding the relationship between health and wealth • Functional medicine as a pathway to better living • Personal health journeys and their impact on professional choices • Exploring misconceptions surrounding biohacking and modern medicine • The mental and emotional factors that contribute to healthy aging • Why passion plays a key role in maintaining health • Investing in foundational health practices over trends • The connection between longevity and quality of life • Clarifying the significance of personalized health assessments Learn more about our guest:Mikhail Kogan, MD, ABIOM, RCSTGW Center for Integrative Medicine  908 New Hampshire Ave NW Suite #200Washington D.C. 20037Office phone: 202-833-5055Office fax: 202-833-5755mkogan@mfa.gwu.eduHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn 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.

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

Who decides what worship songs we sing in church? It turns out, worship music is a massive industry, and the way songs make it from a Nashville songwriting room to a Sunday morning service might surprise you. In this episode, Marc Jolicoeur joins The Biblical Mind Podcast to break down the business of contemporary worship music (CWM). He explains how four major megachurches dominate the industry, why most modern worship songs are written by teams of professionals rather than individual artists, and how CCLI licensing and copyright structures shape what gets sung in churches. But is this market-driven approach shaping worship in unhealthy ways? Dru and Marc discuss whether the emotional tone of worship music has shifted, why lament and imprecatory psalms are almost absent from today's songs, and whether churches should return to singing scripture itself. Is the worship music we sing today more about marketing than theology? And what would happen if the Psalms were reintroduced into Sunday services? We are listener supported. Give to the cause here: https://hebraicthought.org/give For more articles: https://thebiblicalmind.org/ Marc Jolicoeur's Content https://marcjolicoeur.substack.com/podcast Social Links: Facebook: https://www.facebook.com/HebraicThought/ Instagram: https://www.instagram.com/hebraicthought/ X: https://www.twitter.com/HebraicThought/ Bluesky: https://bsky.app/profile/hebraicthought.org   Chapters: 00:00 Introduction 00:27 The Landscape of Worship Music 04:25 The Role of Songwriters and Publishing 10:35 Market Penetration of Worship Songs 16:33 The Influence of Megachurches on Worship Music 21:11 The Evolution of Christian Music 25:48 Worship Music vs. Performance Music 28:38 The Role of Ritual in Worship 31:28 Psalms and Their Relevance in Modern Worship 35:29 Lament in Worship Music 45:16 The Challenge of Lament in Worship 49:55 Navigating Worship Leadership and Emotional Contexts 54:44 Imprecatory Psalms and Modern Worship 01:00:47 The Role of Specificity in Worship Lyrics

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

Unlock the secrets to smarter financial decisions as Darren Miller from Foundations Insurance and Eric Michalski from our Atlanta office join the Way to Wealth podcast to redefine the role of insurance in wealth management. Say goodbye to the outdated notion that lower premiums equate to better value. Discover how understanding your true insurable interest and exposure can lead to more comprehensive protection strategies that not only safeguard but also enhance your wealth.Explore the intricate relationship between wealth strategy and property and casualty insurance, where focusing solely on cost can lead to costly mistakes. We discuss the power of teamwork in constructing a robust wealth plan that maximizes insurance coverage. Through personal anecdotes, we reveal how strategic coverage can prevent the pitfalls of underinsurance, turning unexpected claims into opportunities for financial savings. Learn how asking the right questions to your insurance agents can shift your focus from price to protection.Equip yourself with the tools to master the insurance review process and optimize your coverage. By examining declaration pages and understanding potential exposures, you'll gain the confidence to engage in meaningful discussions with your insurance provider. Overcome the challenges posed by resistant agents and appreciate the process as an essential, cost-free opportunity to enhance your financial security. This episode is your guide to integrating insurance into your wealth management strategy, providing you with peace of mind and a path to financial freedom.Learn more about our guests:Darron Miller takes a fresh approach to insurance planning when working with his clients. Instead of focusing solely on minimizing premiums, he works on the bigger picture of maximized insurance. When you nickel and dime on the front end of insurance, it can cause issues later on when you need good coverage. Darron has seen poor insurance coverage affect many people, but he has also seen how comprehensive protection can save a person and their family untold amounts of financial stress.Owner, Foundations Insurance139 North Hunters Grove Lane, Suite #307Lehi, Utah 84043----Eric Michalski is a Partner and Wealth Advisor based in Atlanta, Georgia, who has been with Carson Wealth Atlanta since 2011. With a B.S. in Finance from Arizona State University and a CERTIFIED FINANCIAL PLANNER® designation from UGA's Terry College of Business, he has been in the financial services industry since 1999. His career spans roles in trading and relationship management at firms likeHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn 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.

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

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

Our latest podcast episode explores the transformative potential of leadership and the journey toward infinite entrepreneurship with Brandon Allen. We dive into themes of clarity in personal desires, the importance of empowering teams, navigating the complexities of accountability, and overcoming scarcity mindsets to foster an abundant life.• Importance of clarity in personal desires  • The concept of infinite entrepreneurship and its four pillars  • Navigating the tension between control and team empowerment  • The cyclical nature of accountability in leadership  • Transforming scarcity mindsets into an abundance mentality  • The continuous journey of personal and professional growth  • Resources for further engagement and self-discovery  Learn more about our guest, Brandon Allen:For 25 years Brandon has worked with leaders to help them organize their work life and transform their relationships by helping them see what they can't see and do what they didn't think possible. He is the founder of New Work Revolution and works with leaders of all kinds to create a path for simple, effective leadership.When not coaching or training, Brandon, along with my wife and 4 daughters, live in Salt Lake City, Utah. When asked to describe himself, he will tell you that he is “funny, charming, interesting, and handsome,” all of which claims are highly questionable other than the first. Brandon enjoys running, sports, music, hanging out with family, and reading when he is not busy helping others capitalize on their potential.https://www.newworkrevolution.comhttps://www.linkedin.com/in/brandonrallen/https://www.youtube.com/channel/UC8lBSCEL9XfD0yfKNqK4Nxghttps://www.instagram.com/newworkrevolution/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/Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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

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

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

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

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

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

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

Yr actores Lisabeth Miles sy'n actio Megan Harris ar Pobol y Cwm yw gwestai Beti George. Mae hi'n flwyddyn fawr i'r opera sebon eleni wrth iddi ddathlu'r 50! Mae'n wreiddiol o Waunfawr ger Caernarfon, a cafodd ei haddysg yn Ysgol Ramadeg Caernarfon. Aeth ymlaen wedyn i'r Coleg Cerdd a Drama yng Nghaerdydd. Wedi gadael y coleg, cychwynodd ei gyrfa efo'r Welsh Theatr Company, ac efo adain Gymraeg y cwmni sef Cwmni Theatr Cymru. Roedd Lisabeth ym mysg actorion Cymraeg cyntaf y cwmni, ynghŷd â Gaynor Morgan Rees a Iona Banks. Bu'n gweithio'n gyson mewn cynhyrchiadau i'r BBC hefyd, gan gynnwys “Esther”, “Y Stafell Ddirgel”, “Lleifior” a “Branwen” yn ystod diwedd y 1960au a dechrau'r 70au.

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

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

Understanding your investments is key to making confident financial decisions that align with your long-term goals.This week's episode explores the growth bucket strategy - a systematic approach to managing long-term investments designed to help combat inflation while maintaining focus on your values and objectives. Our team of wealth advisors shares insights on diversification strategies, tax efficiency considerations, and the importance of maintaining perspective during market volatility.We discuss how proper allocation across different investment vehicles - from traditional stocks and bonds to private equity opportunities - can help create a resilient portfolio aligned with your time horizon. The conversation emphasizes understanding what you own and why you own it, drawing inspiration from successful long-term investors.This is a great discussion of practical approaches to structuring your growth investments and strategies for maintaining conviction through market cycles. Key TakeawaysStructure investments using the bucket approach: foundation first, then savings, income, and finally growth for 10+ year timeframesConsider tax-efficient placement of assets across accounts (HSAs, Roth, taxable) to optimize after-tax returnsExamine international and emerging market opportunities to diversify beyond U.S. marketsEvaluate alternative investments like private equity when appropriate for additional portfolio diversificationFocus on owning quality companies for their future cash flows rather than short-term price movementsMaintain a consistent investment strategy through market cycles by understanding what you ownHear 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/Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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

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

Smart tax planning starts with understanding your current position and identifying opportunities that match your situation.In this episode, Scott Ford and team members Jeff Socha - CEO & Founder, Socha Capital Wealth Strategies, Ashley Sowers - Partner, Wealth Advisor, Brian Staples - Wealth Advisor,  and John Saunders - Partner, Wealth Advisor, break down tax planning approaches across three asset tiers: $500k-2M, $2M-10M, and $10M+. We explore foundational concepts like qualified plans and itemized deductions while highlighting business-owner-specific strategies.The discussion reveals how proactive planning early in the year opens up more options compared to reactive December moves. The team shares real examples of coordination between business structure, retirement accounts, and charitable giving that can help create tax efficiency without unnecessary complexity.The conversation reinforces that effective tax planning isn't about chasing exotic strategies or quick fixes. It's about methodically reviewing options, understanding which ones align with your goals, and implementing them consistently over time. As one team member notes, "Small hinges swing big doors."Highlights:How qualified plans and cash value life insurance work together as complementary planning toolsThe tax implications of the 2025 sunset provisions and what that means for planning windowsUsing tax-advantaged accounts - understanding the differences between tax-deferred, taxable and tax-free optionsBusiness entity selection impacts - comparing structures like S-Corps, partnerships and C-Corps for tax treatmentIncome shifting strategies for business owners, including legitimate ways to engage family members in business operationsThe value of proactive planning versus reactive December tax moves, including the "Augusta Rule" for business owners---Jeff Socha is not an affiliate of Cetera Advisor Networks, LLC or CWM, LLC.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/Cetera Advisor Networks LLC exclusivly provides investment products and services through its representatives. Although Cetera deos not provide tax or legal advice, or supervise tax, accounting or legal services. Cetera representatives may offer these services through their independent outside business, This information is not intended as tax or legal advice.Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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

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

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

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

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

On the latest episode of Six Five Media at Smartsheet Engage, host David Nicholson is joined by Urmila Kukreja, Director of Product Management at Smartsheet, for an insightful discussion on harnessing the power of Generative AI to elevate business operations. Their discussion covers: The unique AI tools Smartsheet offers and how they stand out in the market Smartsheet's strategic approach to seamlessly integrating AI into its platform Strategies to build and strengthen trust in AI among users Predictions on how Generative AI will shape the future of Collaborative Work Management (CWM) Urmila's favorite Smartsheet feature and its impact on productivity and collaboration Listen now to catch all the details and explore the future of AI in CWM with Smartsheet! Be sure to visit our website for all the episodes from Smartsheet ENGAGE 2024.

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

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

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

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

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