How Boarderie Went from Shark Tank to $65 Million in 2 Years
Mitlin Money Mindset
Shark Tank can help launch a brand, but it's what happens next that matters. In this episode, Boarderie co-founder Rachel Solomon Fascitelli shares how profitable growth and in-house marketing have helped them become one of the fastest-growing food brands in the U.S. We talk about their early startup days, how landing a Shark Tank deal changed their business, and what they've done to keep the curated, handcrafted quality of their product while scaling to $65 million in just two years. Tune in to hear about the bold decisions that set them apart! Topics discussed: The original story of...
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Stop Tipping the IRS: How to Avoid Overpaying and Keep More of Your Money
Mitlin Money Mindset
That tax refund you’re celebrating? It might not be the win you think it is. In this episode, CPA Steven Jarvis breaks down common tax misconceptions and steps you can take to avoid overpaying the IRS. He shares tax planning strategies and tips to make smarter decisions all year long, from how withdrawals can impact your tax bill to where the true amount you’re paying in taxes each year can be found. Plus, find out why free tax software might be costing you more than it saves and how recent legislation is changing the rules around inherited money. Tune in to learn how a little strategy can...
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After the Exit: Adam Rossi’s New Rules for Work, Health and Family
Mitlin Money Mindset
Tech founder, true entrepreneur, and REBL Dad, Adam Rossi shows what's possible after selling and starting over. In this episode, he shares what really happens after a big exit and how he's doing things differently this time around. We talk about the surprising moves he’s made since, from partnering with his wife in a new business venture to bringing his kids to business meetings. You'll also hear why having a digital presence is non-negotiable, how he's prioritizing his health, and what you can do to avoid post-sale depression. Today’s episode covers: Founding Platinum Solutions and the...
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Building a Hockey Career Through Social Media and Authenticity with Nick Bowins
Mitlin Money Mindset
Turning your passion into a meaningful career is more possible than ever, especially when paired with authenticity and smart use of social media. In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Nick Bowins, founder of Working in Hockey, about his journey from a small town in Ontario to building one of the biggest online hockey communities. Nick shares how he combined creativity, persistence, and a deep love for the game to open career doors for himself and others through platforms like Instagram and LinkedIn. Nick discusses: How his entrepreneurial path began during the...
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From ER to CFP®: Dr. Carolyn McClanahan on Blending Health and Money
Mitlin Money Mindset
What if your doctor could also help you plan your financial future? In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Carolyn McClanahan, M.D., CFP®, a physician-turned-financial planner and founder of Life Planning Partners. She shares how her medical background shaped her philosophy around financial planning, why empathy and honesty matter in client relationships, and how understanding aging and cognitive decline leads to better financial outcomes. Together, they explore how to create meaningful conversations and a values-aligned financial life. Carolyn discusses:...
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From NFL Champion to Venture Visionary with Marques Colston
Mitlin Money Mindset
How do you pivot from a record-breaking NFL career to transforming the investment space? Marques Colston shares his compelling story of grit, adaptation, and leading with purpose. In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Marques Colston, a Super Bowl champion and founding partner of Champion Venture Partners. Marques reflects on his journey from being an overlooked draft pick to a trailblazer in democratizing sports investments, emphasizing resilience, operational excellence, and accessibility for all investors. Marques discusses: His transition from NFL...
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From Debt to Wealth: How Bernadette Joy Took Control of Her Financial Future (Ep. 241)
Mitlin Money Mindset
Can you pay off $300,000 in debt and become a millionaire in your thirties? Bernadette Joy did, and she’s here to tell you how. In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Bernadette Joy, CEO of Crush Your Money Goals®, to discuss her journey from corporate employee to self-made millionaire and bestselling author. She shares the personal motivations behind her financial transformation, her unique approach to coaching others, and the hard truths about entrepreneurship, debt, and building true wealth. Bernadette also opens up about the importance of financial...
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Building Businesses of Purpose with Dr. Darnyelle Jervey Harmon
Mitlin Money Mindset
Discover how to create a business that is not only profitable but deeply fulfilling by embracing purpose, strategy, and the courage to transform. In this episode of Mitlin Money Mindset®, Larry Sprung interviews Dr. Darnyelle Jervey Harmon, CEO of Incredible One Enterprises. Dr. Darnyelle shares her journey from corporate leadership to helping entrepreneurs build purpose-driven, profitable businesses. She offers insights on embracing personal development, prioritizing self-care, and implementing strategic systems for sustainable success. Dr. Darnyelle discusses: Empowering entrepreneurs to...
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The Power of Wonder: Harris III on Storytelling and Creativity
Mitlin Money Mindset
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...
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Empowering the Next Generation with Kellan Brown
Mitlin Money Mindset
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...
info_outlineMoney 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:
Connect with Brian Portnoy:
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.