Episodi

  • Did you know that the color blue is often associated with trust and security?

    In the world of financial branding, understanding design and color psychology can make all the difference.

    Join Larry Sprung this week as he speaks with Josh Passler, the “FinArtist”, to talk about his extraordinary journey from financial advisor to entrepreneur, using art as a networking and branding tool in the financial industry. Josh sheds light on how FinArt started as a side project, evolved into a full-fledged business focusing on brand identity, and how color and design psychology can transform a firm's image. You'll gain insights into the entrepreneurial spirit, branding essentials, and the impact of visual elements on brand perception.

    Larry and Josh discuss:

    Josh's background and transition from financial advisor to founding FinArt. The role color psychology plays in branding and marketing. The creative process and collaboration with designers to build or strengthen a brand. Processes that help align a firm's brand identity with its core values. The differences between a brand refresh and a complete rebrand. And more!

    Resources:

    Mitlin Financial The JOY and Productivity Journal by Larry Sprung Logos that Last by Allan Peters How the World Sees You by Sally Hogshead

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung

    Connect with Josh Passler:

    LinkedIn: Josh Passler X (Twitter): Josh Passler Instagram: Josh Passler The FinArtist

    About our Guest:

    After eight years in the industry, Josh Passler discovered the RIA community and found an innovative way to connect with financial planners—by drawing them as cartoons. As he continued to network, Josh realized that FinArt could evolve into a business, which came to be thefinartist.com.

    His dream is to develop content that allows advisors to explain financial concepts in a fun and engaging manner while also creating materials that help the public better understand the financial world.

    When he's not creating art, Josh enjoys spending time with his wife, Michelle, particularly through travel.

  • It's a common belief that sports careers for women are limited to sidelining or journalism.

    However, the reality is far more promising, diverse, and inclusive—with the right support.

    This week Larry Sprung sits down with Meghan O'Donnell, co-founder of empowHERed, to explore her unexpected entrepreneurial journey from working at ESPN to launching a movement that's transforming opportunities for women in sports. Meghan shares her personal experiences with workplace challenges and how they fueled her mission to create a supportive community for women. Gain valuable insights into the power of mentorship, the importance of mental health, and strategies for navigating a career in sports!

    Larry and Meghan discuss:

    Meghan’s career path from ESPN to co-founding empowHERed. The challenges she faced as a woman in the sports industry. The role of mental health in workplace satisfaction and longevity. empowHERed’s mission and future goals to support women in sports. And more!

    Resources:

    Mitlin Financial The JOY and Productivity Journal

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung

    Connect with Meghan O'Donnell:

    LinkedIn: Meghan O'Donnell Email: [email protected] myempowHERed.com Instagram: empowHERed LinkedIn: empowHERed TikTok: empowHERed

    About Meghan O'Donnell:

    Meghan is a sports analytics and communications professional with experience working for ESPN's Statistics and Information Group, College GameDay, and the Philadelphia Eagles. In 2022, she launched Character Plus Consulting, a draft analytics company working with professional teams and athletes.

    After experiencing sexism and harassment in the industry, Meghan has become an advocate for women in sport and contributed to multiple studies on the topic, including, "A vicious cycle: Women's experiences with hostile work environments in the professional sports industry" and "Scarcity and queen bee syndrome: Women's role in creating and maintaining toxic work environments in sport organizations".

    In an effort to change the narrative, she and Samantha launched empowHERed as a way to provide much-needed guidance and mentorship to young women in sports.

  • Episodi mancanti?

    Fai clic qui per aggiornare il feed.

  • Finance and yoga couldn’t be more different, right?

    Wrong! Discover how integrating these two worlds can empower you in your financial journey.

    Join Larry Sprung alongside Breanna Rae Blaney, VP of Life Invested at Dimensional Fund Advisors, sharing her unique journey that blends finance with yoga and mindfulness to reshape how we approach investing. Tune in to learn how integrating mindfulness techniques can align your financial strategies with your personal values.

    Larry and Breanna discuss:

    The importance of aligning your financial plans with personal values and life goals. The Life Invested platform and its mission to make investing more approachable. Paying yourself first and the importance of taking care of your own needs before helping others. Current progress and challenges within the financial industry, especially regarding inclusivity and gender equality. And more!

    Resources:

    Mitlin Financial The JOY and Productivity Journal

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung

    Connect with Breanna Rae Blaney:

    LinkedIn: Breanna Rae Blaney Instagram: Breanna Rae Blaney BreannaRaeBlaney.com Dimensional.com

    About our Guest:

    Breanna Rae Blaney is the VP of Life Invested at Dimensional Fund Advisors. She specializes in helping individuals gain clarity on their identity, purpose, and functioning, enabling them to align their lives with their true selves and reach their fullest potential. Breanna believes that creating lasting change begins from within, and by understanding who they truly are, people can construct a life blueprint that supports them. Rather than struggling against themselves, they can instead move into a state of flow.

    Her work focuses on reconnecting clients with their core truth to foster harmony and fulfillment in all areas of life, including self-connection, relationships, health, career, and finances.

  • We are celebrating an incredibly special milestone. 200 episodes of JOY!

    Join us for a truly heartfelt celebration as Larry Sprung flips the script in this 200th episode of the Mitlin Money MindsetÂź podcast. With special guest host, Matt Halloran, Larry dives into the core values that have guided him and Mitlin Financial IncÂź 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 Inc¼. How Larry integrates JOY into the financial planning process. The impact of Larry’s unique approach on client relationships. And more!

    Don't miss this milestone episode filled with heartfelt stories, expert insights, and a whole lot of JOY!

    Resources:

    Mitlin Financial The JOY and Productivity Journal by Lawrance Sprung

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung

    Connect With Matt Halloran & ProudMouth:

    ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth
  • Many believe that publishing a book is all about creativity.

    While creativity is important, it is strategic marketing and thorough research that truly sets authors apart.

    Join Larry Sprung as he sits down with Kristen Proby, a New York Times, USA Today, and Wall Street Journal bestselling author known for her captivating contemporary and paranormal romance novels. Kristen shares her journey from a small ski town in Montana to becoming a prolific author of over 70 published titles. Learn about her creative process, the challenges of navigating the publishing world, and insights into her entrepreneurial approach to writing.

    Larry and Kristen discuss:

    Kristen's passion for storytelling and how it led her to romance novel writing The impact of self-publishing vs. traditional publishing on an author's career Kristen's strategy for shifting her focus from one book series to another The significance of a supportive partnership in navigating the demands of an entrepreneurial career And so much more!

    Resources:

    Mitlin Financial The JOY and Productivity Journal by Larry Sprung

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung

    Connect with Kristen Proby:

    Instagram: Kristen Proby Facebook: Kristen Proby Pintrest: Kristen Proby KristenProby.com

    About our Guest:

    Kristen Proby is a New York Times, USA Today, and Wall Street Journal bestselling author of over seventy published titles. She debuted in 2012, captivating fans with spicy contemporary romance about families and friends with plenty of swoony love. She also writes paranormal romance and suggests you keep the lights on while reading them.

    When not under deadline, Kristen enjoys spending time with her husband and their fur babies, riding her bike, relaxing with embroidery, trying her hand at painting, and, of course, enjoying her beautiful home in the mountains of Montana.

  • What does it take for a young woman to make it in the world of college hockey?

    Join Larry Sprung as he sits down with Sadie Lundquist, Director of Women's Hockey for College Hockey Inc., to explore her inspirational journey from playing small-town hockey to shaping the future of women's hockey at the college level and beyond. Learn about the vital role hockey has played in her career, the unique challenges and opportunities within women's collegiate hockey, and the ties between playing organized sports and building a successful career.

    Larry and Sadie discuss:

    Sadie's background from playing college hockey to becoming the Director of Women's Hockey for College Hockey, Inc. The growth and promotion of women's college hockey, focusing on adding programs and supporting student-athletes The impact of changing NCAA regulations and how they navigate NIL implications The role sports play in preparing women for successful professional careers post-sports And more!

    Resources:

    Mitlin Financial The JOY and Productivity Journal by Lawrance Sprung Understanding the Path and Pitfalls: Insights from College Hockey Inc, Ep. 105 College Hockey, Inc.

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung

    Connect with Sadie Lundquist:

    LinkedIn: Sadie Lundquist X (Twitter): Sadie Lundquist

    About Our Guest:

    Sadie Lundquist is the Director of Women's Hockey for College Hockey, Inc. She has an extensive background in the world of hockey and marketing having played division one college hockey at Bemidji State, working in multiple roles with the Minasodia Wild for several years, and serving as the client strategy & services senior manager at Bold Orange.

  • Contrary to popular belief, scaling your business to new heights could start with a tweet.

    Want to learn how?

    Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuable insights on how he's utilized social media, particularly X (Twitter), to connect with clients and grow his practice. Learn about the pivotal moments that shaped his career, the importance of personalization in financial planning, and the innovative strategies he employs to attract and retain clients.

    Here is what you can expect to learn about:

    How to use social media to obtain new clients The difference between social media marketing and personal branding The significance of niching down to serve business owners effectively Hiring and delegating tasks that are not in your area of expertise Creating sustainable and engaging content for financial advisors And more!

    Resources:

    Mitlin Financial The JOY and Productivity Journal by Lawrance Sprung AllStreet Wealth This Is Not Financial Advice” with Josh Brown, Episode #180 Unearthing Wisdom with Epic Gardening's Kevin Espiritu, Episode #185

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung

    Connect withThomas Kopelman:

    LinkedIn: Thomas Kopelman X (Twitter): Thomas Kopelman Instagram: Thomas Kopelman YouTube: Thomas Kopelman ThomasKopelman.com The Long Game Podcast

    About our Guest:

    Thomas Kopelman is a seasoned financial planner and co-founder of AllStreet Wealth boasting a multifaceted career encompassing blogging, podcasting, and content creation. Recognized as a Top 23 Millennial Advisor by Business Insider and named a Top Young Advisor to Watch in 2023 by FA Mag, Thomas launched his career after graduating from Butler University. His dedication lies in guiding millennials to navigate financial complexities and align their resources with their life goals.

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

  • Ever wondered how a seventh-generation entrepreneur transforms a passion into a thriving global brand?

    Join in as Larry dives into the incredible journey of Jay Baer, a pioneer in digital marketing and customer experience.

    Jay Baer shares his evolution from politics to digital marketing and finally, to becoming the second most popular tequila influencer in the world. With over 20 years of experience, he discusses the importance of responsiveness and speed in business, offering actionable insights you can apply today. Whether you're saving for the future, planning adventures, or managing daily finances, this conversation will inspire and inform.

    Larry and Jay discuss:

    The significance of understanding and adapting to customer expectations around speed and responsiveness. The "Got It Audit": Assessing how long it takes your customers to get what they need. The "Fast Pass" concept: Offering expedited services to increase customer satisfaction and revenue. The importance of open communication about money, both in personal relationships and business partnerships. And more!

    Tune in to this episode of Mitlin Money MindsetÂź with Larry Sprung and discover how to enJOY the journey of financial and entrepreneurial success!

    Resources:

    Mitlin Financial The JOY and Productivity Journal by Larry Sprung

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung

    Connect with Jay Baer:

    jaybaer.com Instagram: @jaybaer & @tequilajaybaer Facebook: https://www.facebook.com/jaybaer/ LinkedIn: https://www.linkedin.com/in/jaybaer/

    About our Guest:

    Jay Baer is a customer experience and digital marketing pioneer, expert, advisor, researcher, and analyst. He has spent nearly 30 years helping the world's most iconic brands gain and keep more customers.

    A 7th-generation entrepreneur, Jay has written six best-selling books, and founded five, multi-million dollar companies. Jay is an inductee into the halls of fame for professional speaking and word-of-mouth marketing, and the creator of multiple award-winning podcasts. He is also one of just two people in the world listed as one of the top 30 "Global Gurus" in two different knowledge categories (customer service and internet marketing).

    He founded the strategy and analysis firm Convince & Convert and is a board member of Experience Dynamic, a full-stack customer experience services collective. Media outlets like CNBC, NPR, Fox Business, and The Wall Street Journal frequently rely on Jay to comment and contextualize top trends.

    His very popular twice-monthly newsletter is at TheBaerFacts.com. Jay loves growing businesses, delivering presentations (in-person or virtual) that audiences love, and plaid suits (meeting planners get to pick which suit he wears). He’s also a licensed tequila sommelier and a certified BBQ judge.

  • Have you ever wondered what really separates elite hockey programs from your local community team?

    Join Larry Sprung as he chats with Matt Dumouchelle, a seasoned media professional, and Assistant General Manager for the Leamington Flyers, who dives into the fascinating world of elite youth hockey academies.

    Matt shares insights from researching top hockey programs around the globe, his involvement with The Coaches Site, and the unique journey that led him to become an influential voice in the sport. Whether you're a hockey parent, coach, or enthusiast, you'll uncover valuable strategies for player and personal development.

    Larry and Matt discuss:

    The role of collaboration, alignment, and communication in top hockey programs

    Differences between European and North American hockey development models

    The importance of focusing on player development over winning at young ages

    How elite hockey academies create well-rounded individuals beyond just athletes

    And more!

    Resources:

    Mitlin Financial

    The JOY and Productivity Journal by Larry Sprung

    Hockey Factories

    Glass and Out Podcast

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung

    Instagram: Larry Sprung

    Facebook: Larry Sprung

    X (Twitter): Larry Sprung

    Connect with Matt Dumouchelle:

    LinkedIn: Matt Dumouchelle

    Instagram: Matt Dumouchelle

    X (Twitter): Matt Dumouchelle

    The Coaches Site: Matt Dumouchelle

    About our Guest:

    Matt Dumouchelle is the Assistant GM of OJHL's Leamington Flyers, Assistant GM of BioSteel Sports Academy, contributor to The Coaches Site, being best known as the author of the Hockey Factories series.

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

  • Did you know that the average household owns 25 different financial instruments?

    How many do you have, and do you know how they all fit together?

    Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial planning. Follow along to learn how about this tool and how it’s visual representations can simplify complex financial scenarios, uncover hidden assets, and improve communication between you and your advisors.

    Larry and Adam discuss:

    Adam's journey from a financial planner to founding Asset-Map

    How visualization can help you understand complex financial plans

    The importance of intentionality in both professional and personal life

    The value of coaching and evolving with different coaching styles

    And more!

    Resources:

    Mitlin Financial

    The JOY and Productivity Journal by Larry Sprung

    Asset-Map

    Connect with Larry Sprung:

    LinkedIn: Larry Sprung

    Instagram: Larry Sprung

    Facebook: Larry Sprung

    X (Twitter): Larry Sprung

    Connect with Adam Holt:

    LinkedIn: Adam Holt

    About our Guest:

    Adam Holt is an ex financial advisor but is known for his early adoption of technology to build Asset-Map, LLC, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide.

    Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. Adam is a CERTIFIED FINANCIAL PLANNERÂź Practitioner and attended the American College where he earned his Chartered Financial ConsultantÂź 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 Specialist¼ 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 MindsetÂź are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

  • Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms.

    Brian’s firm is known for a unique and comprehensive elder care service called “Life Care Planning” which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention.

    He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation.

    Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of aging.

    You will want to hear this episode if you are interested in... Learn more about Brian Tully and his law firm [2:42] What is estate planning? Why is it important? [5:38] Common misconceptions about estate planning [7:00] Why the Tully Law Group has a social worker on staff [11:48] Key documents for estate planning and end-of-life care [17:34] Get your copy of Financial Planning Made Personal! [21:23] Some common estate planning mistakes [22:04] Helping families understand the importance of planning [23:53] Healthcare proxies and Power of Attorney for young adults [26:38] Handling guardianship and inheritances for minor children [29:35] What Brian did today that put him in the right mindset for success [32:56] Resources & People Mentioned Get two FREE chapters of Financial Planning Made Personal! Connect with Brian Tully The website On Instagram On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.


    Subscribe to Mitlin Money MindsetÂź on
    Apple Podcasts, Spotify, Google Podcasts

  • Danielle Cobo spent 15 years in corporate America working in the medical device industry at a Fortune 500 company. The company she worked for was acquired and the culture changed drastically. She left the company she thought she’d retire with.

    Danielle lost her mother unexpectedly and shortly after, the world shut down due to covid. She felt like her life had flipped upside down.

    So she started building a brand on LinkedIn. People started reaching out for career coaching and speaking engagements. She took her passion for mentoring, coaching, and speaking and turned it into a business. Her goal? To impact as many lives as possible.

    Danielle is now the best-selling author of “Unstoppable Grit” and hosts the globally top-rated podcast, “Unstoppable Grit Podcast with Danielle Cobo.”

    Listen in for some great takeaways about Danielle’s journey from Fortune 500 executive to being a best-selling author, podcast host, and entrepreneur.

    You will want to hear this episode if you are interested in... How Danielle got to where she is today [3:05] What “unstoppable grit” means to Danielle [6:46] What having an impact looks like for Danielle [10:51] How to transform your social media feed [13:31] The Joy and Productivity Journal [16:30] Why Danielle launched the Unstoppable Grit podcast [17:56] How adversity helps you internalize grit [20:25] What Danielle wants readers to take away from her book [24:07] The signs of emotional burnout and how to overcome it [26:07] What Danielle hopes people learn from her mother’s story [28:17] What Danielle did today that brought her JOY [31:24] Resources & People Mentioned Get my Joy and Productivity Journal for FREE Connect with Danielle Cobo The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.


    Subscribe to Mitlin Money MindsetÂź on
    Apple Podcasts, Spotify, Google Podcasts

  • Sam Tejada is the President and Founder of LIQUIVIDAÂź. He’s also a former paramedic firefighter revolutionizing the healthcare industry with his personalized approach to modern wellness.

    LIQUIVIDAÂź is a multi-million dollar company with franchise locations throughout the US. Sam developed the concept, combining his medical background and a deep desire to help others lead healthier, happier lives.

    Sam is an expert in transformative wellness services that cater to individual needs, such as IV therapy, weight management, regenerative therapies, hormone replacement therapy, and more.

    Sam’s book, “How To Win In Modern Wellness,” is a collaborative effort with the top CEOs and leaders in the wellness industry, educating, enlightening, and empowering medical professionals, aspiring entrepreneurs, and health-conscious consumers about the benefits of preventative therapies.

    Listen in for some great takeaways about Sam and his journey helping countless people to live happier, healthier lives.

    You will want to hear this episode if you are interested in... Learn about Sam Tejada and his entrepreneurial spirit [3:08] How being a firefighter helped Sam start a side hustle [6:07] Why relationships are the cornerstone of new businesses [8:32] How Sam discovered the benefits of IV Therapy [10:58] What is IV therapy? How did Sam learn about it? [12:43] Get a copy of “Financial Planning Made Personal” today! [16:36] How to build strong bonds with your customers and competitors [17:16] Why Sam wrote “How To Win In Modern Wellness" [21:03] Why people are moving away from traditional medicine [22:33] Why Sam decided to start franchising LIQUIVIDA¼ [24:16] Sam’s advice for those considering the franchise model [27:18] What Sam did today that put him in the mindset for success [29:35] Resources & People Mentioned Get the first two chapters of “Financial Planning Made Personal” for free! Sam’s book, “How To Win In Modern Wellness” LIQUIVIDA¼ Connect with Sam Tejada The website On Instagram On Twitter On Linkedin On Facebook Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.


    Subscribe to Mitlin Money MindsetÂź on
    Apple Podcasts, Spotify, Google Podcasts

  • Shukri Wrights fell in love with the New York Yankees and started listening to sports talk radio at just seven years old.

    In 2015, he moved to Boston to pursue his dream to be a sports radio host and broadcaster. He got a chance to host his own sports radio show called “The Shukri Wrights Show.”

    In March 2020, he launched a podcast, “The Shukri Wrights podcast.” He’s hosted some of the most notable names in sports media, including Brian Anderson, Dave Sims, and many more.

    In 2021, he made Boston Bruins content on Twitter, which led to more opportunities in sports media. Now, he’s a sports radio host, podcast host, broadcaster, and commentator.

    Listen in for some great takeaways about Shukri’s journey from loving sports and sports talk radio to being one of the most well-known sports commentators in Boston.

    You will want to hear this episode if you are interested in... Learn all about Shukri Wrights and his love for sports [3:23] How Shukri became a Bruins fan [8:30] Launching “The Shukri Wrights Podcast” [12:03] Get your copy of the The JOY and Productivity Journal [17:39] Shukri’s life demonstrates the power of taking risks [18:54] Shukri’s ability to remember sports statistics [32:16] What Shukri did today that put him in the right mindset for success [34:04] Who Shukri thinks will win the 2024 Stanley Cup [35:50] Resources & People Mentioned Get your copy of the The JOY and Productivity Journal The Shukri Wrights Podcast Connect with Shukri Wrights The website On Instagram On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.


    Subscribe to Mitlin Money MindsetÂź on
    Apple Podcasts, Spotify, Google Podcasts

  • Jen Smith is a personal finance expert and the co-host of the top-rated Frugal Friends Podcast. After she graduated from college, she and her husband buckled down and paid off $78,000 of debt in just two years.

    They also made extreme lifestyle shifts that she doesn’t recommend anymore. She tried to side-hustle her way out of debt. She stopped spending on almost everything altogether, which wasn’t the answer. Why? Because she was miserable.

    She knew she had to find a middle ground between spending frivolously and spending nothing. For the last five years, the “Frugal Friends” podcast has become a journey to find how to get the things you love without going broke.

    She’s on a mission to help people spend in alignment with their values, empowering them to live for today while saving for tomorrow. Listen in for some great takeaways about Jen’s journey to eradicate her debt and how she helps others eliminate theirs.

    You will want to hear this episode if you are interested in... Learn more about Jen Smith and her journey [2:15] Why Jen and her co-host launched Frugal Friends [7:18] Is being “frugal” the same as being cheap? [10:26] Frugality = being efficient with time and money [13:19] Get your copy of “Financial Planning Made Personal” [16:24] You can value nice things and still be frugal [18:32] Why finding your own core values is important [20:37] Budgets are the diets of the financial industry [22:03] The purpose of Frugal Friends “Bill of the week” [25:37] Jen’s advice for those interested in podcasting [28:44] What Jen did today that put her in the mindset for success [30:08] Resources & People Mentioned Get your copy of “Financial Planning Made Personal” The ONE Thing by Gary Keller Connect with Jen Smith The website On Instagram On Linkedin On Twitter On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.


    Subscribe to Mitlin Money MindsetÂź on
    Apple Podcasts, Spotify, Google Podcasts

  • EJ Snyder is an extreme survivalist, adventurer, and 25-year Army combat vet. But he is most well-known as a Survivalist and the TV Host on the Hit TV Series "Naked And Afraid." He survived 206 Days and NO TAPS! He also hosts Dual Survival and Mountain Masters.

    EJ was in the US Army and is a highly decorated Army Combat Veteran with 25 years of military service under his belt, serving Ranger positions in Infantry and Airborne units.

    He moved up the ranks quickly, seeing combat in the Gulf War and Operation Iraqi Freedom 2 from 2004 to 2005. EJ earned two Bronze Star Medals, the Legion of Merit, the Order of St. Maurice (Centurion), and over 40 other Medals and decorations while serving the Nation.

    Listen in for some great takeaways about EJ’s journey from being a highly decorated army combat vet to one of the most well-known survivalists today to becoming a full-blown entrepreneur.

    You will want to hear this episode if you are interested in... Can you share with our audience a bit about who EJ Snyder is? [3:19] How EJ put his survival skills to the test on “Naked and Afraid” [6:48] What EJ wishes the audience knew about Naked and Afraid [7:41] The experience of filming with a second person [11:14] EJ’s interest in strength training and self-defense [13:21] Get a copy of our productivity journal for absolutely free [16:54] What EJ learned from his 25 years in the army [18:26] How EJ turned a passion for knives into a venture [20:08] EJ’s advice for entrepreneurs for website security [24:21] What motivates EJ to push forward? [27:51] What EJ did today that put him in the mindset for success? [30:09] Resources & People Mentioned Get a copy of our productivity journal for absolutely free SXB knives Connect with EJ Snyder The website On Instagram On Twitter On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.


    Subscribe to Mitlin Money MindsetÂź on
    Apple Podcasts, Spotify, Google Podcasts

  • Kevin Espiritu is the founder and CEO of Epic Gardening. As a self-taught gardener, Espiritu has spent over a decade producing educational gardening content across YouTube, TikTok, Instagram, Facebook, The Beet Podcast, and the Epic Gardening blog.

    It was all in service of a simple mission: teach the world to grow. Epic Gardening has amassed over 10 million social media followers, 21 million podcast downloads, and 100 million blog visits.

    In 2020, he purchased his first home in San Diego, CA, which was a small 1,000-square-foot home on a 13,000-square-foot lot. This became his home base for experimenting beyond the garden: into energy systems, composting, chicken keeping, canning, preserving, and water capture.

    These experiences formed the basis for this book, “Epic Homesteading.” Additionally, Espiritu has authored two other books, Field Guide to Urban Gardening and Grow Bag Gardening. Listen in for some great takeaways about Kevin’s journey from hobby blogger to YouTuber to entrepreneur.

    You will want to hear this episode if you are interested in... Learn more about Kevin Espiritu and Epic Gardening [2:58] How a self-taught gardener became the “Plant Daddy” [5:06] What inspired Kevin to launch Epic Gardening? [6:27] How the pandemic impacted the growth of Epic Gardening [8:45] Don’t listen to anyone who hasn’t done what they’re talking about [12:08] Kevin’s advice for content creators looking to grow their audience [16:18] Get your copy of “Financial Planning Made Personal” [18:08] How Kevin has changed how he approaches content creation [22:45] Kevin’s process for hiring and prioritizing who to hire first [26:20] How Kevin finds inspiration to expand and grow his business [30:24] What Kevin did today that put him in the right mindset for success [32:44] Resources & People Mentioned Get two chapters of “Financial Planning Made Personal” for free! Connect with Kevin Espiritu The website On Instagram On Twitter On Linkedin On Facebook On YouTube On TikTok Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

    Subscribe to Mitlin Money MindsetÂź on
    Apple Podcasts, Spotify, Google Podcasts

  • Preston Holland is the Chief Commercial Officer at FLYING Finance. FLYING Finance is an aviation finance company that helps buyers and fractional owners of airplanes secure traditional or creative financing for personal and private aviation.

    Preston has a deep understanding of the aviation industry and a commitment to making dreams take flight. Preston and his team provide tailored financing solutions for the purchase of business jets, piston aircraft, turboprop aircraft, helicopters, and more.

    In addition, Preston writes a weekly newsletter called “Learn To Fly Private,” focused on teaching business owners and high net-worth individuals the ways they can fly private.

    Before leading FLYING Finance, Preston was COO and second in command for the Private Equity-style roll-up at FLYING Media Group, which acquired 28 Aviation and 10 Marine media brands including FLYING Magazine, aircraftforsale.com, AvBuyer.com, and more.

    Listen in for some great takeaways about Preston's journey in the aviation industry, and how his passion for the profession has allowed himself, his team, and his clients soar to new heights.

    You will want to hear this episode if you are interested in... Learn more about Preston Holland and FLYING Finance [3:18] Why Preston and his team purchased FLYING Magazine [9:20] Building FLYING Magazine into a multi-media empire [13:27] FLYING’s master-planned air park community [15:05] How to get your “Joy and Productivity Journal” [17:54] Becoming the Chief Commercial Officer of FLYING Finance [21:29] The biggest misconception about flying private [22:57] Preston’s biggest tip about flying private [28:30] What Preston did today that put him in the mindset for success [33:27] Resources & People Mentioned FLYING Magazine AircraftForSale.com AvBuyer.com Subscribe: FLYING Finance newsletter Connect with Preston Holland The website On Twitter On Linkedin Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook

    Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.


    Subscribe to Mitlin Money MindsetÂź on
    Apple Podcasts, Spotify, Google Podcasts