Episodes
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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 SprungConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Andrew Petcash:
LinkedIn: Andrew Petcash Twitter (X): Andrew Petcash Website: ProfluenceAbout 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.
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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 SprungConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect 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.
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Missing episodes?
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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 SprungConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Amy Zaslansky:
(516) 557-6645 LinkedIn: Amy Zaslansky Website: Book FairiesAbout 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.
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Authenticity and financial empowerment are key to achieving success and joy in life.
How do you stay true to yourself while navigating the financial industry? How can you help others achieve their financial goals and find joy in the process?
In this episode, Larry Sprung interviews Stoy Hall, CFP®, CEO and founder of Black Mammoth, about his journey from a financially illiterate household to leading a successful financial services company. Stoy shares his insights on authenticity, leadership, and the importance of helping others achieve their financial goals.
Larry and Stoy discuss:
Stoy’s transition from childhood financial struggles to founding Black Mammoth The power of being your authentic self in business and life The importance of merging competitiveness with an abundance mindset Tips for effective public speaking and engaging with your audience How his podcast enhances his business and connects with clients And more!Resources:
Mitlin Financial The JOY and Productivity Journal by Lawrence Sprung NoBS Wealth Podcast by Stoy HallConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Stoy Hall:
LinkedIn: Stoy Hall Website: Black Mammoth Wealth Facebook: Black Mammoth Wealth Tweets from @Stoy_HallAbout our Guest:
Stoy Hall, CFP®, is a financial innovator and CEO of Black Mammoth, focused on inclusive, holistic wealth management. He also leads Kālā Capital as Founder and Fund Manager.
A devoted father, Hall blends emotional intelligence with financial strategy, emphasizing family, education, and happiness. His Modern Family Office model offers integrated services to align clients' lives and finances.
A passionate foodie, Hall believes true wealth includes life’s experiences. As host of the NoBS Wealth Podcast, he demystifies finance through candid conversations, empowering listeners with practical insights.
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.
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Ever wonder how Disney is able to evoke profound emotions of joy and wonder even in those far removed from childhood?
In this episode of Mitlin Money Mindset, Larry Sprung speaks with Theron Skees and James Warda, two experts in the Disney universe, to explore the enchanting world behind Disney's most beloved experiences. Learn about the emotional connections forged by Disney rides, the behind-the-scenes magic of Imagineering, and how businesses can harness these storytelling techniques to create impactful customer experiences. Plus, discover the unique journey that led to the creation of James Warda's book, "How Does Disney Do That?".
Larry, James, and Theron discuss:
The emotional impact of Disney attractions and guest experiences. The book 'How Does Disney Do That?' came to be and the role Joe Rohde had in its creation. The collaborative process between creators and fans in bringing Disney magic to life. Business lessons that can be learned from Disney's storytelling methods. And more!Resources:
Mitlin Financial The JOY and Productivity Journal by Lawrence Sprung Facebook: How Does Disney Do That? LinkedIn: How Does Disney Do That?Connect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with James Warda:
LinkedIn: James Warda Instagram: James Warda YouTube: James Warda X (Twitter): James Warda Website: James Warda Website: How Does Disney Do That?Connect with Theron Skees:
LinkedIn: Theron Skees Facebook: Theron Skees Instagram: Theron Skees YouTube: Theron Skees Website: Designers Creative StudioAbout Theron:
Theron Skees is the founder of The Designer's Creative Studio and has over 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry.
As a veteran of Walt Disney Imagineering, he has led diverse creation, design and construction projects from hundreds of millions to multiple billions of dollars in a wide variety of experience types. He is a corporate culture evangelist who applies vision, strategy, focus and high personal standards to advance design and increase brand equity. Using “Story” as the key element to deliver business goals and make an emotional connection to guests
Theron is an organized creative leader with exceptional capability in managing multiple, concurrently running teams and is a highly respected, natural communicator who interfaces positively and professionally at all levels.
About James:
James Warda is writer, keynote speaker, workshop facilitator, and author of multiple books such as “How Does Disney Do That?”, “Where Are We Going So Fast?” and more. His background includes being a blogger for the Chicago Tribune Media Group, and columnist for the Chicago Tribune and Pioneer Press.
James is recognized for ability to make the complex simple and align groups to execute large-scale change initiatives across multiple industries, including aerospace, defense, energy management and automation, finance, healthcare, insurance and more.
James leads with expertise in executive communications, internal communications, public relations and media relations, crisis communications, digital communications, marketing, and Labor Relations and Mergers and Acquisitions (M&A) communications.
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.
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Leaving a stable career to travel the world sounds amazing, but it's impossible, right?
Wrong! Jen Ruiz not only did it, but she also turned her adventures into a thriving business!
Join Larry Sprung in learning about the inspiring journey of Jen Ruiz, founder of Jen on a Jet Plane, who transitioned from a career in law to becoming a full-time travel blogger, author, and entrepreneur. Jen shares how she discovered her love for travel, the steps she took to turn that passion into a career, and the challenges she overcame along the way. So sit back and enjoy hearing tons of practical travel hacks that can help make your travel dreams a reality.
Larry and Jen discuss:
How Jen transitioned from being an attorney to a travel hack entrepreneur. The significance of her 12 trips in 12 months challenge and the lessons she learned along the way. Tips on finding affordable flights and maximizing travel rewards. The need for more representation and investment in Hispanic creative projects. How to build up and foster relationships with brands to obtain partnerships. And more!Resources:
Ashley Gets Around Roame Travel Going - Scott's Cheap Flights Thrifty Traveler Women in Travel Summit Women's Travel Fest TBEX Summit Financially Lit! by Jannese Torres Mitlin Financial The JOY and Productivity Journal by Lawrence SprungCheck out Jen’s Books:
12 Trips in 12 Months by Jen Ruiz The Solo Female Travel Book by Jen Ruiz The Affordable Flight Guide by Jen Ruiz 25 Ways to Work From Home by Jen Ruiz You Need A Vacation! By Jen RuizConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Jen Ruiz:
LinkedIn: Jen Ruiz Instagram: Jen Ruiz X (Twitter): Jen Ruiz TikTok: Jen Ruiz Facebook: Jen Ruiz Jen on a Jet PlaneAbout our Guest:
Jen Ruiz is a lawyer turned full-time travel blogger and author. She is a 3- time TEDx speaker, national award-winning travel journalist, and has been featured by outlets like Forbes and The Washington. She has been named a top Latina travel expert by Mitu and The Points Guy and is the solo female traveler behind Jen on a Jet Plane.
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. -
You are the most important person in your own life.
But are you truly taking care of yourself? Are you searching for ways to overcome personal challenges and find joy in every moment?
In this episode of Mitlin Money Mindset, Larry Sprung sits down with Danielle A. Vann, the insightful host of the "Get Your Life Together, Girl" podcast, to explore her inspiring entrepreneurial journey and the transformative lessons she’s learned along the way. Learn tips for building resilience, the power of perspective, and practical steps to harness your inner strength.
Topics discussed:
Danielle’s background and journey to entrepreneurship. The life event that fueled her mission to help others heal and grow. What inspired Danielle to start the Get Your Life Together, Girl podcast Advice and insights on building resilience and identifying personal strengths. How to achieve your best self and make lasting transformations. The impact of Danielle sharing her story on PBS’s Roadtrip Nation And more!Resources:
Mitlin Financial The JOY and Productivity Journal Get Your Life Together, GirlConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Danielle Vann:
Danielle A. Vann LinkedIn: Danielle Vann X (Twitter): Danielle A. Vann Instagram: Get Your Life Together, Girl Facebook: Danielle A. Vann YouTube: Get Your Life Together, Girl TikTok: Get Your Life Together, GirlAbout our Guest:
Danielle Vann is a nineteen-time intentional award-winning author as well as a Certified Cognitive Behavioral Therapist and Life Coach. Dannielle has since expanded her platform through hosting the Get Your Life Together, Girl podcast which aims to provide listeners with a blueprint for ultimate self-love & inner peace. Prior to working in mental health and healing, she spent years as a scriptwriter, reporter, and evening/morning news anchor.
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.
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Did you know that the color blue is often associated with trust and security?
In the world of financial branding, understanding design and color psychology can make all the difference.
Join Larry Sprung this week as he speaks with Josh Passler, the “FinArtist”, to talk about his extraordinary journey from financial advisor to entrepreneur, using art as a networking and branding tool in the financial industry. Josh sheds light on how FinArt started as a side project, evolved into a full-fledged business focusing on brand identity, and how color and design psychology can transform a firm's image. You'll gain insights into the entrepreneurial spirit, branding essentials, and the impact of visual elements on brand perception.
Larry and Josh discuss:
Josh's background and transition from financial advisor to founding FinArt. The role color psychology plays in branding and marketing. The creative process and collaboration with designers to build or strengthen a brand. Processes that help align a firm's brand identity with its core values. The differences between a brand refresh and a complete rebrand. And more!Resources:
Mitlin Financial The JOY and Productivity Journal by Larry Sprung Logos that Last by Allan Peters How the World Sees You by Sally HogsheadConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Josh Passler:
LinkedIn: Josh Passler X (Twitter): Josh Passler Instagram: Josh Passler The FinArtistAbout our Guest:
After eight years in the industry, Josh Passler discovered the RIA community and found an innovative way to connect with financial planners—by drawing them as cartoons. As he continued to network, Josh realized that FinArt could evolve into a business, which came to be thefinartist.com.
His dream is to develop content that allows advisors to explain financial concepts in a fun and engaging manner while also creating materials that help the public better understand the financial world.
When he's not creating art, Josh enjoys spending time with his wife, Michelle, particularly through travel.
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.
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It's a common belief that sports careers for women are limited to sidelining or journalism.
However, the reality is far more promising, diverse, and inclusive—with the right support.
This week Larry Sprung sits down with Meghan O'Donnell, co-founder of empowHERed, to explore her unexpected entrepreneurial journey from working at ESPN to launching a movement that's transforming opportunities for women in sports. Meghan shares her personal experiences with workplace challenges and how they fueled her mission to create a supportive community for women. Gain valuable insights into the power of mentorship, the importance of mental health, and strategies for navigating a career in sports!
Larry and Meghan discuss:
Meghan’s career path from ESPN to co-founding empowHERed. The challenges she faced as a woman in the sports industry. The role of mental health in workplace satisfaction and longevity. empowHERed’s mission and future goals to support women in sports. And more!Resources:
Mitlin Financial The JOY and Productivity JournalConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Meghan O'Donnell:
LinkedIn: Meghan O'Donnell Email: [email protected] myempowHERed.com Instagram: empowHERed LinkedIn: empowHERed TikTok: empowHERedAbout Meghan O'Donnell:
Meghan is a sports analytics and communications professional with experience working for ESPN's Statistics and Information Group, College GameDay, and the Philadelphia Eagles. In 2022, she launched Character Plus Consulting, a draft analytics company working with professional teams and athletes.
After experiencing sexism and harassment in the industry, Meghan has become an advocate for women in sport and contributed to multiple studies on the topic, including, "A vicious cycle: Women's experiences with hostile work environments in the professional sports industry" and "Scarcity and queen bee syndrome: Women's role in creating and maintaining toxic work environments in sport organizations".
In an effort to change the narrative, she and Samantha launched empowHERed as a way to provide much-needed guidance and mentorship to young women in sports.
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.
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Finance and yoga couldn’t be more different, right?
Wrong! Discover how integrating these two worlds can empower you in your financial journey.
Join Larry Sprung alongside Breanna Rae Blaney, VP of Life Invested at Dimensional Fund Advisors, sharing her unique journey that blends finance with yoga and mindfulness to reshape how we approach investing. Tune in to learn how integrating mindfulness techniques can align your financial strategies with your personal values.
Larry and Breanna discuss:
The importance of aligning your financial plans with personal values and life goals. The Life Invested platform and its mission to make investing more approachable. Paying yourself first and the importance of taking care of your own needs before helping others. Current progress and challenges within the financial industry, especially regarding inclusivity and gender equality. And more!Resources:
Mitlin Financial The JOY and Productivity JournalConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Breanna Rae Blaney:
LinkedIn: Breanna Rae Blaney Instagram: Breanna Rae Blaney BreannaRaeBlaney.com Dimensional.comAbout our Guest:
Breanna Rae Blaney is the VP of Life Invested at Dimensional Fund Advisors. She specializes in helping individuals gain clarity on their identity, purpose, and functioning, enabling them to align their lives with their true selves and reach their fullest potential. Breanna believes that creating lasting change begins from within, and by understanding who they truly are, people can construct a life blueprint that supports them. Rather than struggling against themselves, they can instead move into a state of flow.
Her work focuses on reconnecting clients with their core truth to foster harmony and fulfillment in all areas of life, including self-connection, relationships, health, career, and finances.
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.
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We are celebrating an incredibly special milestone. 200 episodes of JOY!
Join us for a truly heartfelt celebration as Larry Sprung flips the script in this 200th episode of the Mitlin Money Mindset® podcast. With special guest host, Matt Halloran, Larry dives into the core values that have guided him and Mitlin Financial Inc® over the years.
This episode promises to be a unique journey into the personal and professional experiences that have shaped Larry’s path, showcasing the JOY and possibilities that come with financial planning.
Larry and Matt discuss:
The inspiring story behind the Mitlin name. Insights into the core values at Mitlin Financial Inc®. How Larry integrates JOY into the financial planning process. The impact of Larry’s unique approach on client relationships. And more!Don't miss this milestone episode filled with heartfelt stories, expert insights, and a whole lot of JOY!
Resources:
Mitlin Financial The JOY and Productivity Journal by Lawrance SprungConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect With Matt Halloran & ProudMouth:
ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouthGuests 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.
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Many believe that publishing a book is all about creativity.
While creativity is important, it is strategic marketing and thorough research that truly sets authors apart.
Join Larry Sprung as he sits down with Kristen Proby, a New York Times, USA Today, and Wall Street Journal bestselling author known for her captivating contemporary and paranormal romance novels. Kristen shares her journey from a small ski town in Montana to becoming a prolific author of over 70 published titles. Learn about her creative process, the challenges of navigating the publishing world, and insights into her entrepreneurial approach to writing.
Larry and Kristen discuss:
Kristen's passion for storytelling and how it led her to romance novel writing The impact of self-publishing vs. traditional publishing on an author's career Kristen's strategy for shifting her focus from one book series to another The significance of a supportive partnership in navigating the demands of an entrepreneurial career And so much more!Resources:
Mitlin Financial The JOY and Productivity Journal by Larry SprungConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Kristen Proby:
Instagram: Kristen Proby Facebook: Kristen Proby Pintrest: Kristen Proby KristenProby.comAbout our Guest:
Kristen Proby is a New York Times, USA Today, and Wall Street Journal bestselling author of over seventy published titles. She debuted in 2012, captivating fans with spicy contemporary romance about families and friends with plenty of swoony love. She also writes paranormal romance and suggests you keep the lights on while reading them.
When not under deadline, Kristen enjoys spending time with her husband and their fur babies, riding her bike, relaxing with embroidery, trying her hand at painting, and, of course, enjoying her beautiful home in the mountains of Montana.
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.
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What does it take for a young woman to make it in the world of college hockey?
Join Larry Sprung as he sits down with Sadie Lundquist, Director of Women's Hockey for College Hockey Inc., to explore her inspirational journey from playing small-town hockey to shaping the future of women's hockey at the college level and beyond. Learn about the vital role hockey has played in her career, the unique challenges and opportunities within women's collegiate hockey, and the ties between playing organized sports and building a successful career.
Larry and Sadie discuss:
Sadie's background from playing college hockey to becoming the Director of Women's Hockey for College Hockey, Inc. The growth and promotion of women's college hockey, focusing on adding programs and supporting student-athletes The impact of changing NCAA regulations and how they navigate NIL implications The role sports play in preparing women for successful professional careers post-sports And more!Resources:
Mitlin Financial The JOY and Productivity Journal by Lawrance Sprung Understanding the Path and Pitfalls: Insights from College Hockey Inc, Ep. 105 College Hockey, Inc.Connect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Sadie Lundquist:
LinkedIn: Sadie Lundquist X (Twitter): Sadie LundquistAbout Our Guest:
Sadie Lundquist is the Director of Women's Hockey for College Hockey, Inc. She has an extensive background in the world of hockey and marketing having played division one college hockey at Bemidji State, working in multiple roles with the Minasodia Wild for several years, and serving as the client strategy & services senior manager at Bold Orange.
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.
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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 PodcastAbout 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.
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Ever wondered how a seventh-generation entrepreneur transforms a passion into a thriving global brand?
Join in as Larry dives into the incredible journey of Jay Baer, a pioneer in digital marketing and customer experience.
Jay Baer shares his evolution from politics to digital marketing and finally, to becoming the second most popular tequila influencer in the world. With over 20 years of experience, he discusses the importance of responsiveness and speed in business, offering actionable insights you can apply today. Whether you're saving for the future, planning adventures, or managing daily finances, this conversation will inspire and inform.
Larry and Jay discuss:
The significance of understanding and adapting to customer expectations around speed and responsiveness. The "Got It Audit": Assessing how long it takes your customers to get what they need. The "Fast Pass" concept: Offering expedited services to increase customer satisfaction and revenue. The importance of open communication about money, both in personal relationships and business partnerships. And more!Tune in to this episode of Mitlin Money Mindset® with Larry Sprung and discover how to enJOY the journey of financial and entrepreneurial success!
Resources:
Mitlin Financial The JOY and Productivity Journal by Larry SprungConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Jay Baer:
jaybaer.com Instagram: @jaybaer & @tequilajaybaer Facebook: https://www.facebook.com/jaybaer/ LinkedIn: https://www.linkedin.com/in/jaybaer/About our Guest:
Jay Baer is a customer experience and digital marketing pioneer, expert, advisor, researcher, and analyst. He has spent nearly 30 years helping the world's most iconic brands gain and keep more customers.
A 7th-generation entrepreneur, Jay has written six best-selling books, and founded five, multi-million dollar companies. Jay is an inductee into the halls of fame for professional speaking and word-of-mouth marketing, and the creator of multiple award-winning podcasts. He is also one of just two people in the world listed as one of the top 30 "Global Gurus" in two different knowledge categories (customer service and internet marketing).
He founded the strategy and analysis firm Convince & Convert and is a board member of Experience Dynamic, a full-stack customer experience services collective. Media outlets like CNBC, NPR, Fox Business, and The Wall Street Journal frequently rely on Jay to comment and contextualize top trends.
His very popular twice-monthly newsletter is at TheBaerFacts.com. Jay loves growing businesses, delivering presentations (in-person or virtual) that audiences love, and plaid suits (meeting planners get to pick which suit he wears). He’s also a licensed tequila sommelier and a certified BBQ judge.
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. -
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 PodcastConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Matt Dumouchelle:
LinkedIn: Matt Dumouchelle Instagram: Matt Dumouchelle X (Twitter): Matt Dumouchelle The Coaches Site: Matt DumouchelleAbout 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.
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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-MapConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect 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.
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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 InstituteConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Ashley Quamme:
LinkedIn: Ashley Quamme X (Twitter): Ashley Quamme Instagram: Ashley Quamme Beyond The PlanAbout 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.
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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 Lawrence SprungConnect with Larry Sprung:
LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry SprungConnect with Lee Huffman:
Instagram: Lee Huffman LinkedIn: Lee Huffman X (Twitter): Lee Huffman Bald Thoughts We Travel ThereAbout 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.
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Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms.
Brian’s firm is known for a unique and comprehensive elder care service called “Life Care Planning” which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention.
He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation.
Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of aging.
You will want to hear this episode if you are interested in... Learn more about Brian Tully and his law firm [2:42] What is estate planning? Why is it important? [5:38] Common misconceptions about estate planning [7:00] Why the Tully Law Group has a social worker on staff [11:48] Key documents for estate planning and end-of-life care [17:34] Get your copy of Financial Planning Made Personal! [21:23] Some common estate planning mistakes [22:04] Helping families understand the importance of planning [23:53] Healthcare proxies and Power of Attorney for young adults [26:38] Handling guardianship and inheritances for minor children [29:35] What Brian did today that put him in the right mindset for success [32:56] Resources & People Mentioned Get two FREE chapters of Financial Planning Made Personal! Connect with Brian Tully The website On Instagram On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on FacebookGuests 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.
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