Mitlin Money Mindset
Hosted by Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®, this podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY. ▪️Expert Insights: Gain advice from engaging guests, helping you navigate your future with confidence. ▪️JOYful Money Management: Discover how to make managing your money a JOYful experience. ▪️Inspiring Stories: Hear real-life stories that motivate you to pursue your dreams and find JOY in the journey. Remember to ask yourself: What did you do today that brought you joy?®
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The Biggest Misconceptions About Financial Planning with Fiduciary Advisor Jason Pereira
01/07/2026
The Biggest Misconceptions About Financial Planning with Fiduciary Advisor Jason Pereira
The most common myth about financial advisors? That they’re required to work in your best interest. In this episode, fiduciary advisor Jason Pereira helps us break down the difference between a financial advisor and a fiduciary advisor. You'll learn what financial planning looks like beyond investing, the risks of relying on AI for financial advice, and how he's fighting for more transparency and accountability in the industry. Topics discussed: Introduction (00:00) Jason’s early interest in finance (01:42) How his view of entrepreneurship changed (04:13) The truth about financial advisors and fiduciary duty (05:07) What most people misunderstand about financial planning (10:24) Why pricing models shouldn’t be one-size-fits-all (11:42) The positive and negative impact of AI on the industry (15:16) Why advisors should embrace digital intimacy (20:29) Work boundaries that protect your family life (22:56) What brought you JOY today? (25:41) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Jason Pereira: (Twitter): https://x.com/jasonpereira/ : https://www.linkedin.com/in/pereirajm/ : https://www.facebook.com/jason.pereira/ : https://www.kidsfirst.org/nl/ : http://tiktok.com/@jason.m.pereira : https://bsky.app/profile/jasonpereira.bsky.social : https://www.threads.com/@jasonmpereira : https://jasonpereira.ca/ : https://www.woodgate.com/ About Our Guest: Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 400 fintech founders, executives, and thought leaders in the space. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Kids and Media: What Works Better Than Limiting Screen Time with Ranny Levy
12/31/2025
Kids and Media: What Works Better Than Limiting Screen Time with Ranny Levy
Screen overload isn’t the enemy — mindless watching is. So instead of “how do we limit screen time,” let's ask, “how do we teach kids to think and not just scroll?” As co-founder of KIDS FIRST!, Ranny Levy has spent decades helping families navigate a fast-changing media landscape. In this episode, she shares a more realistic approach to media literacy that helps kids make better choices. Hear how the organization's kid-driven media keeps them engaged in a smarter, more confident way and develops lifelong skills that go beyond media! Topics discussed: Introduction (00:00) The mission of KIDS FIRST! (03:30) How the organization has evolved with media (04:57) Why limiting screen time alone doesn’t work anymore (07:17) How KIDS FIRST! teaches children to engage in media (08:10) Finding talent and developing real-life skills (10:50) Success stories beyond media and entertainment (13:31) KIDS FIRST! Coming Attractions podcast (16:48) KIDS FIRST! Film Festival and global reach (18:00) Their stance on gambling and sensitive content (22:48) What brought you JOY today? (27:19) For support, resources, and education around suicide prevention, visit the American Foundation for Suicide Prevention at . Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Ranny Levy: : https://www.iheart.com/podcast/53-kids-first-coming-attractio-277638809/ : https://www.youtube.com/c/KIDSFIRSTFilmCritics : https://www.facebook.com/KidsFirstMedia (Twitter): https://x.com/KidsFirstMedia2 : https://www.instagram.com/kidsfirstcoming_attractions : https://www.tiktok.com/@kidsfirstmedia : https://www.linkedin.com/company/coalition-for-quality-childrens-media-kids-first/ : https://www.kidsfirst.org/nl/ : https://www.kidsfirst.org/filmfestival/ : https://www.kidsfirst.org/become-a-juror/ About Our Guest: In 1991, concerned about the harmful effects of violent and biased media on children, educator and media producer Ranny Levy co-founded the Coalition for Quality Children's Media (CQCM) and its flagship program, KIDS FIRST! The CQCM is dedicated to promoting and nurturing quality children's media as a vehicle for social change. In addition KIDS FIRST! produces a bi-weekly podcast and the KIDS FIRST! Film Festival. The CQCM's work has been recognized by all the major entertainment studios and in July 2023 Ms. Levy was awarded the Golden Globes Honors Foundation's Noble Philanthropist Award. Ms. Levy is a children's media expert and author of three books, including The New York Times / KIDS FIRST Guide to The Best Children's Videos, A Parent's Guide to the Best Children's Videos, DVDs and CD-ROMs, and The Field Guide for Young Women: Finding Your Life Partner. She is a frequent speaker at conferences on children's media. Ms. Levy is a mother of two grown children, grandmother of two, and has one surrogate son and one surrogate daughter-in-law. She enjoys watching and reviewing films, writing screenplays, staying active, organic gardening, traveling, opera, music, theater, and entertaining friends and family. She is committed to life-long learning and loving. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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The Missing Piece in Youth Sports: Turning Parents into Allies with Ilya Podolskiy
12/24/2025
The Missing Piece in Youth Sports: Turning Parents into Allies with Ilya Podolskiy
That stigma around parents in youth sports? It’s an unfortunate part of the culture, but Coach Ilya Podolskiy is taking a different approach and bringing families into the process. In this episode, you'll hear how he turns parents into allies and creates a culture where kids build resilience while still having fun. Our conversation highlights how important families are to an athlete's development, the impact sports and mentorship can have in a child's life, and what makes a truly great coach. Topics discussed: Introduction (00:00) Why progress is a constant driver in Ilya's life (01:40) Overcoming childhood bullying through martial arts (05:34) How he discovered hockey and became a coach (08:57) The importance of being a mentor, not just a coach (14:36) How he juggles full-time work, coaching, and family life (19:59) The Podolskiy Method: why parents need to be involved in youth sports (23:48) Two things that keep families and kids coming back to the game (26:29) Giving back through Hockey Helps 24-Hour Marathon (28:10) What brought you JOY today? (31:13) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Ilya Podolskiy: : http://instagram.com/SharpSkateNY/ : https://www.facebook.com/ilya.podolskiy.5 : https://www.facebook.com/Sharpskate : https://www.youtube.com/@thepodolskiymethod-parenti9182 : https://www.linkedin.com/in/ilya-podolskiy-cpa-89b2b71a : https://thepodolskiymethod.squarespace.com/ : https://www.buzzsprout.com/1759705 About Our Guest: Ilya Podolskiy is a USA Hockey Level 5 Master Coach and Coach Developer, as well as the Lead Hockey Instructor for the New York Junior Rangers. With years of experience coaching travel youth hockey at multiple ages and levels, he has built a reputation for developing athletes and guiding families through the youth sports journey. He is also the creator and host of The Podolskiy Method Podcast, where he shares insights on parenting athletes and the role of education in sports. Beyond hockey, Ilya holds a black belt in Taekwondo, where he previously taught martial arts, blending discipline and character into his coaching approach. In addition, Ilya wrestled in high school and collegiate levels and continued to study various Martial art disciplines like Muay Thai, KickBoxing, and Karate, amongst others. Professionally, he is a CPA and earned his Master’s degree from Villanova School of Law, combining analytical precision with a passion for teaching and mentorship. Currently, Ilya is seeking new keynote speaking opportunities to share his coaching philosophy, leadership lessons, and personal experiences with broader audiences. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Good Money Revolution: Turn Your Income Into Impact with Derrick Kinney
12/17/2025
Good Money Revolution: Turn Your Income Into Impact with Derrick Kinney
What’s better than making money? Turning it into something meaningful. In this episode, Derrick Kinney, author of Good Money Revolution, explains how to do exactly that. We talk about what he calls “generosity purpose” and how it can help reduce burnout, make your work feel more fulfilling, and even fuel business growth. He also shares what he's learned as the former owner of a top financial firm, from the power of simple communication to the small, human touches that build trust and make clients want to work with you. Topics discussed: Introduction (00:00) Derrick’s money story and passion for giving (01:43) The power of smiling and why it matters (4:28) Reaching the top 1% and why he decided to sell (06:51) Why simple communication wins in business (11:14) Tips for communicating with clients (13:05) What is the “Good Money Revolution”? (14:13) How a generosity purpose combats burnout (15:43) How young professionals can turn their age into an advantage (19:00) Why human connection wins in an AI-driven digital world (22:13) Derrick’s “Can I ask you a personal question?” strategy (25:51) How to stand out and be remembered (29:38) What brought you JOY today? (32:42) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Derrick Kinney: : https://www.linkedin.com/in/derrickkinney/ : https://www.instagram.com/derrickkinney/ (Twitter): https://twitter.com/derricktkinney/ : https://www.youtube.com/@DerrickKinney : https://www.successforadvisors.com/ About Our Guest: Derrick Kinney is widely considered one of the most engaging and down-to-earth money and business experts in the country. He built one of America’s top financial firms and helped countless clients become millionaires. Then, he sold it to give everyone access to his Middle-Class to Millionaire Playbook. As America’s Financial Educator, he’s a sought-after guest on top podcasts and a go-to expert on FOX, CNN, CNBC, and Yahoo Finance. He’s also the Wall Street Journal and USA Today bestselling author of Good Money Revolution. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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No Pension at Work? Build Your Own Family Wealth Plan and Own Your Time with Andy Hill
12/10/2025
No Pension at Work? Build Your Own Family Wealth Plan and Own Your Time with Andy Hill
Marriage, kids, and money — three things that can make life beautiful and stressful at the exact same time. But how do you build wealth and still have time for your family? Finance coach Andy Hill faced this exact question, and his answer was a step-by-step approach that feels doable and actually creates time freedom. In this episode, he shares how he and his wife went from a negative $50K net worth to building generational wealth for their family. You'll walk away with ideas to teach your kids money habits early and make giving fun! Topics discussed: Introduction (00:00) Andy’s path to becoming a finance coach (00:59) Mission of the Marriage, Kids, and Money podcast (04:19) What it means to “create your own pension” today (06:43) Lessons in talking money and working with your spouse (09:15) How becoming a parent changed his view on money (12:21) Why he brings his kids on the podcast (16:08) Tips for parents to teach their kids good money habits (19:15) The 60/40 generational wealth plan for kids (21:11) Fintech tools that make teach money habits easier (22:18) The power of giving and how to make it fun for kids (23:26) Key takeaways from his book, Own Your Time (27:56) What brought you JOY today? (30:41) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Andy Hill: : https://www.linkedin.com/in/andyhillmkm/ : https://www.instagram.com/marriagekidsandmoney/ : https://www.youtube.com/MarriageKidsandMoney : https://facebook.com/marriagekidsandmoney : About Our Guest: Andy Hill, AFC®️is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness. Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. With over 10 million podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world. His debut book, “: 10 Financial Steps to Put Your Family First and Escape the Corporate Grind”, will be released in January 2026. When he's not "talking money", Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Stop Chasing Balance — Do This Instead to Win at Work and Fatherhood with Young Han
12/03/2025
Stop Chasing Balance — Do This Instead to Win at Work and Fatherhood with Young Han
You love your work and your kids, so why does it feel like you have to choose? If you're chasing balance between work and fatherhood, you're trying to solve the wrong problem. In this episode, Young Han, entrepreneur and host of The Girl Dad Show, shares how he stopped asking “How do I balance it all?” and started asking “How can I have it all—career, family, and freedom?” We talk about his five-year plan to reach financial freedom, the values he’s teaching his daughters, and how he’s working to break the “silent dad” norm. Topics discussed: Introduction (00:00) How Young has built his career and wealth (01:52) What he learned watching his dad’s immigrant entrepreneurship journey (03:23) Young’s major identify shift after becoming a dad (05:10) Why he decided to scale down and move to a small town (07:20) The five-year sprint to financial freedom (09:16) Figuring out how to stay ambitious and be a good father (12:18) The science-backed reasoning behind his five-year plan (14:25) How to parent your kids when they have different personalities (16:26) The importance of vulnerability and authenticity (19:24) Breaking the “silent dad” norm and the evolution of fatherhood (20:37) Launching The Girl Dad Show podcast (22:50) The joy of being a pet parent (25:30) What brought you JOY today? (27:22) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Young Han: : https://www.linkedin.com/in/younghan/ : https://www.instagram.com/youngsta/ (Twitter): https://www.tiktok.com/@built_boring : https://www.alwayshan.com About Our Guest: Young Han is an accomplished entrepreneur, fractional COO/CFO, and devoted father who has shaped the growth strategies of major brands like Starbucks, Apple, and Philz Coffee. At just 19, he co-founded a Korean restaurant that achieved over $3 million in its first year—an early taste of the highs and lows of startup life. Throughout his career, Young has embraced “failing forward” to refine his leadership style, develop bulletproof operational systems, and guide multiple ventures beyond the million-dollar revenue mark. What sets Young apart is his unwavering belief in “work-life integration” as opposed to the conventional notion of balance. By weaving self-care practices into daily routines, he’s been able to juggle fatherhood, founding new companies, and fractional executive roles without burning out. For Young, personal well-being is a core pillar of building sustainable businesses and leading teams to long-term success. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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How AI Built a Shoe Brand Backed by Reebok’s Founder with Ben Weiss
11/26/2025
How AI Built a Shoe Brand Backed by Reebok’s Founder with Ben Weiss
The sneaker game just got smarter, faster, and way more creative! Meet Ben Weiss, the first-time founder of Syntilay who’s taking on billion-dollar sneaker giants to reinvent how shoes are designed, made, and sold. In this episode, he shares how they're using AI and 3D printing to create custom footwear and how he caught the attention of Reebok’s founder, Joe Foster. Join our conversation to learn how taking risks and embracing new tech can turn bold ideas into real opportunities. Topics discussed: Introduction (00:00) Ben’s entrepreneurial beginnings (01:23) Syntilay’s mission to disrupt the footwear industry (4:46) How AI and 3D printing are reinventing footwear (06:46) Working with Reebok founder, Joe Foster (08:53) Why creators are underutilized by most brands (11:52) The strategy behind their first launch: the Syntilay slide (16:35) Why manufacturing in the U.S. matters (19:05) The power of AI in business (20:46) How AI could impact businesses and bring new opportunities (21:56) How to approach cold outreach and LinkedIn the right way (23:41) What brought you JOY today? (27:23) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Ben Weiss: : https://instagram.com/benmweiss/ : https://www.linkedin.com/in/benxweiss/ (Twitter): https://www.linkedin.com/company/best-dam-tape/ : https://syntilay.com/ About Our Guest: Ben is building the future of sneakers, shoes designed with Artificial Intelligence that are entirely 3D printed, accompanied by an excellent team and set of advisors including the legendary Reebok Founder, Joe Foster, original Shark Tank Shark, Kevin Harrington, and others. He hosts the business podcast, LegendsNLeaders, which breaks down the steps it truly takes to become successful and have a positive impact in the world. The podcast has featured outstanding guests like Kevin O'Leary, Shark Tank Shark, Howie Mandel, Steve Madden, Miss Universe, R'Bonney Nola, and has been viewed in the millions. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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The Truth About Market ‘Doom’: What the Data Really Says with Ryan Detrick
11/19/2025
The Truth About Market ‘Doom’: What the Data Really Says with Ryan Detrick
Market headlines love fear, but is that the full story? After decades of studying market trends, Chief Market Strategist Ryan Detrick knows that the best investment decisions start with data, not emotion or fear-based media. In this episode, he explains what most people get wrong about the market, why data is crucial to the bigger picture, and how investors can navigate information overload on social media. You'll also hear tips for making finance fun (and easier to understand), and building your own voice online! Topics discussed: Introduction (00:00) Ryan’s background and career journey to Carson Group (02:16) Why he still has an optimistic, bullish market outlook (05:26) How he makes finance fun and easily digestible (09:34) Leveraging social media and the Facts vs. Feelings podcast (11:10) The importance of visual storytelling and historical data (13:48) How social media impacts investor behavior (16:14) Advantages of the RIA model (20:22) AI’s impact on the job market and client privacy (23:44) Networking and branding advice for beginner finance pros (26:26) What brought you JOY today? (30:02) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): Connect with Ryan Detrick: (Twitter): https://x.com/RyanDetrick/ : https://www.linkedin.com/in/ryandetrick/ : https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm’s strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group’s success. Ryan’s career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider’s 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, “Facts vs Feelings” alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through “Facts vs Feelings,” Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan’s financial career began over 20 years ago, with more than a decade spent at Schaeffer’s Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor’s degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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This College Student Got His U.S.-Made Brand Into the NHL with Logan Cuvo
11/12/2025
This College Student Got His U.S.-Made Brand Into the NHL with Logan Cuvo
While most 18-year-olds are trying to survive college, Logan Cuvo was building a brand. Three years later, Best Damn Tape is trusted by pros like the Philadelphia Flyers and expanding into new sports. In this episode, Logan breaks down what it’s like running a fast-growing brand while in college, the advantages of manufacturing in the U.S., and the social media platforms fueling their growth. Plus, hear the story behind the name Best Dam Tape and how it's helping them connect with the next generation of athletes! Topics discussed: Introduction (00:00) When Logan’s entrepreneurial journey started (01:35) The story behind the brand name, Best Dam Tape (03:59) How his love for sales has helped his brand (05:25) Working with NHL teams and expanding to other sports (08:49) Why he decided to manufacture in the U.S. (11:47) Marketing their “Made in the USA” products (16:15) Overcoming athlete superstition (17:35) Social platforms that have grown the brand (19:52) Logan’s family support and mentorship (21:57) “Balancing” college and entrepreneurship (25:00) What brought you JOY today? (26:55) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Logan Cuvo: : https://instagram.com/logancuvo/ : https://instagram.com/bestdamtape/ : https://www.facebook.com/logancuvo/ : https://www.facebook.com/p/Best-Dam-Tape-61552341057516/ : https://www.linkedin.com/in/logancuvo : https://www.linkedin.com/company/best-dam-tape/ : http://www.bestdamtape.com/ About Our Guest: Logan Cuvo is the Founder/CEO of Best Dam Tape. A sports tape company committed and focused on providing the highest quality sports tapes to athletes worldwide. A lifelong learner, mentor, and committed human. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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$1M in Year One: How Lisa Lane Turned a Shower Idea Into an Amazon Bestseller
11/05/2025
$1M in Year One: How Lisa Lane Turned a Shower Idea Into an Amazon Bestseller
Have you ever thought, "there's got to be an easier way to do this?" That’s exactly how Lisa Lane’s million-dollar idea for Rinseroo was born. And unlike some entrepreneurs who spend years planning, she created a prototype, did her research, and started building a brand. In this episode, Lisa shares the e-commerce strategy that helped them hit $1M in sales year one, how Rinseroo uses social media to stand out among big-name competitors, and the unique challenges that come with growing a top-selling product. Topics discussed: Introduction (00:00) The moment that sparked the idea for Rinseroo (02:04) How Lisa turned her idea into a product (04:55) Winning Lori Greiner’s golden ticket on Shark Tank (07:38) Achieving $1M in sales in their first year (10:26) Rinseroo’s e-commerce and social media strategy (12:27) How they deal with copycats and counterfeit products (16:17) Expanding the Rinseroo product line (20:31) The impact of tariffs and how they’re adapting (22:55) Finding joy in entrepreneurship (24:54) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): Connect with Lisa Lane: : https://instagram.com/OfficialRinseroo/ : https://www.facebook.com/rinse.roo/ : https://tiktok.com/@Rinseroo : https://www.linkedin.com/in/lanelisa/ : https://rinseroo.com/ About Our Guest: Lisa Lane is the inventor of the Rinseroo brand and President of Lane Innovations, a woman-owned company that transforms everyday problems into innovative, patented solutions. With 6 patents to her name, Lisa has broken through barriers in the male-dominated world of inventing and e-commerce. Her flagship product, the Rinseroo slip-on shower hose, won the Golden Ticket on Shark Tank this year. She started it all with no background in manufacturing, just an idea that came to her in the shower. Lisa is passionate about inspiring other entrepreneurs—especially women—to dream big, take risks, and turn ideas into 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. This episode was produced by Podcast Boutique
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Financial Caregiving: How to Go from Panic to Prepared with Beth Pinsker
10/29/2025
Financial Caregiving: How to Go from Panic to Prepared with Beth Pinsker
“How are we going to pay for all of this?” It’s a caregiver’s biggest fear, and few have an answer. Too many families face a loved one’s health crisis unprepared for the financial chaos that follows — unable to access accounts, overwhelmed by insurance and medical decisions, and unsure where to even start. Today, we're joined by Beth Pinsker, financial columnist, CFP, and author of My Mother’s Money. She shares how to make financial caregiving feel more manageable, which legal documents to have in place, and when to start having hard conversations. Tune in to learn how to go from panic to prepared! Topics discussed: Introduction (00:00) Becoming a nationally recognized financial columnist (02:07) Discovering the financial side of caregiving (06:16) Do you need a CFP as a journalist? (07:38) What it means to be a financial caregiver (11:24) Lessons and resources in Beth’s book, My Mother’s Money (13:32) Beth’s tips for pitching journalists and media (16:09) How financial journalism has evolved (19:32) Beth’s story, “What should be in your ‘death’ file” (20:31) Practical advice for aspiring journalists (22:45) What brought you JOY today? (24:34) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Beth Pinsker: : https://bethpinsker.com/ : https://bsky.app/profile/bethpinsker.bsky.social : https://www.linkedin.com/in/bpinsker About Our Guest: Beth Pinsker is a financial-planning columnist at MarketWatch. She has been a certified financial planner (CFP®) since 2018. Previously, she worked at Reuters, Fidelity and Walletpop.com. Prior to covering personal finance, she was a film critic and entertainment business reporter, writing for Entertainment Weekly, The Dallas Morning News and many other publications. Her book, "My Mother's Money: A Guide to Financial Caregiving," is out in November 2025 from Crown Currency. You can follow her on BlueSky (@bethpinsker.bsky.social) or LinkedIn (@bpinsker). Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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From Cookie Dough Startup to Forbes 30 Under 30 with Jimmy Feeman
10/22/2025
From Cookie Dough Startup to Forbes 30 Under 30 with Jimmy Feeman
No roadmap, no safety net, only risk and the hope of reward — that’s entrepreneurship. For Jimmy and Megan Feeman, founders of NoBaked Cookie Dough, landing on the Forbes 30 Under 30 list came after quitting their jobs, breaking into a new industry, and evolving their business through every challenge that came their way. In this episode, Jimmy shares the moment they knew they had a successful product and what it’s really like to be named a Forbes 30 Under 30 honoree. Hear his insights on building a brand on social media, running a business with your spouse, and learning from your mistakes! Topics discussed: Introduction (00:00) Jimmy’s entrepreneurial journey (01:40) Risks and the entrepreneurial mindset (06:16) Founding NoBaked and early mistakes (08:50) Their first moment of success (10:58) The key to making business and marriage work (11:53) How to build a brand on social media (15:15) Pivoting from a franchise model to CPG (17:33) How parenthood impacted his perspective (20:13) The reality of making the Forbes 30 Under 30 list (23:13) What brought you JOY today? (27:33) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): Connect with Jimmy Feeman: : https://nobakedcookiedough.com/ : https://www.instagram.com/nobaked/ (Twitter): https://x.com/feemanjimmy : https://www.youtube.com/@behindthefoodpodcast : https://linktr.ee/Jamesfeeman About Our Guest: Jimmy Feeman is the co-founder of NoBaked Cookie Dough, a dessert brand redefining the refrigerated cookie dough aisle. Jimmy and his co-founder, Megan, grew NoBaked from a single scoop shop into a national CPG brand. NoBaked is now focused on franchising scoop shops to bring the NoBaked experience to more cities across the country. Jimmy is a Forbes 30 Under 30 honoree, an Ironman, and passionate startup enthusiast. Jimmy shares his insights on building brands, scaling franchises, and growing businesses on LinkedIn, social media, and his podcast Behind the Food. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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What Made a Hockey Brand Go Viral with SkateSkins' Matthew Keeler
10/15/2025
What Made a Hockey Brand Go Viral with SkateSkins' Matthew Keeler
Hockey culture is changing — and self-expression is finally part of the game. With the creation of SkateSkins, Matthew Keeler is giving players the opportunity to customize their gear with a product that holds up to the highest level of gameplay. In this episode, we talk about how they've challenged hockey’s old-school mindset and caught the attention of the NHL. Learn how their organic social media growth, partnerships with nonprofits, and passion for creativity have helped them change the game! Topics discussed: Introduction (00:00) Matthew’s early entrepreneurship (01:45) Creating SkateSkins and the origin of the brand (04:57) The challenges to starting and growing the brand (09:03) What makes SkateSkins unique and fun for players (11:53) How they’ve grown organically on social media (14:27) The rise of individuality and creativity in hockey (16:19) Partnering with the NHL’s Hockey Fights Cancer initiative (18:37) How to customize your own SkateSkins (20:56) Lessons from his first apparel brand, Just Dishin (23:03) What brought you JOY today? (25:14) Resources: Sending your child to college will always be emotional but are you financially ready? : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Matthew Keeler: : https://www.instagram.com/matthewkeelerr/ : https://www.instagram.com/skateskinsofficial/ : https://www.instagram.com/justdishin/ (Twitter): https://x.com/realskateskins (Twitter): https://x.com/justdishin : https://www.tiktok.com/@skateskinsofficial : https://www.tiktok.com/@justdishin : https://skateskinsofficial.com/ : https://skateskinsofficial.com/ About Our Guest: Best known for his innovative contributions to hockey, Matthew Keeler designed the iconic Jordan 1 hockey skates and founded SkateSkins®, bringing skate customization to the mainstream. His visionary approach to creative manufacturing has reshaped the future of the sport, laying the groundwork for its continued evolution and growth. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Why Athletes Make Great Hires: Lessons from NHL Player-Turned-Entrepreneur Drew Shore
10/08/2025
Why Athletes Make Great Hires: Lessons from NHL Player-Turned-Entrepreneur Drew Shore
No one really prepares you for life after pro sports. Drew Shore, former NHL player and founder of Amalfi, faced a hard transition after retiring at age 30: what happens to your career and identity when the game ends? In this episode, Drew reflects on these post-retirement struggles and how he's helping other athletes channel their competitive drive into a career. We also dive into what's changing in the world of hockey, from the impact of the NIL to the honest conversations agents should be having with athletes. Tune in to learn how athletes can reinvent themselves, why athletes make great hires, and more! Topics discussed: Introduction (00:00) Drew’s hockey career and transition into business (01:48) How NIL and CHL are changing hockey (07:09) Early recruitment and “yes men” in the industry (08:57) Athletes’ identity and career struggle after retirement (12:08) Founding Amalfi and how its business model has evolved (13:45) Drew’s podcast, Betting the Limit (16:59) Why athletes make the best hires (18:10) NIL and the future of college hockey (19:53) Balancing fatherhood and entrepreneurship (22:16) HockeyDB vs. Elite Prospects (24:58) What brought you JOY today? (25:52) Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Drew Shore: : https://www.instagram.com/_drewshore/ (Twitter): https://x.com/Drew22Shore : https://www.drewshore.com/ About Our Guest: Drew Shore is a former NHL player turned entrepreneur, passionate about bringing high performers together. After representing the U.S. on the international stage and playing professionally in the NHL, Drew transitioned to fostering connections off the ice. As the founder of Amalfi, he is determined to build a community of athletes and business leaders who help each other win. Drew also hosts Betting the Limit, a top-tier podcast spotlighting the intersection of sports and business, featuring former pros and industry leaders. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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The Athlete Mindset: Mental Health and Staying Competitive with Reagan Rust
10/01/2025
The Athlete Mindset: Mental Health and Staying Competitive with Reagan Rust
What does it take to go pro in a sport that's almost nonexistent in your state? In this episode, you'll hear how Reagan Rust became Mississippi's first NCAA Division I women’s hockey player, even through early setbacks and mental health struggles. We talk about everything from keeping your competitive edge after retirement to how women’s hockey is growing and opening more doors for female athletes. Tune in to learn how she bridges her work as a coach and mental health advocate to empower the next generation! Topics discussed: Introduction (00:00) How Reagan discovered her passion for hockey (01:40) Getting recruited to Division I hockey (05:55) Transitioning from playing to coaching (09:50) The growth of women’s sports (11:43) How the path to pro women’s hockey could change (13:27) The athlete mindset: how to maintain your skill (15:32) Reagan’s personal story of mental health (19:32) How she advocates for mental health as a coach (23:07) Do You Still Believe In Miracles Gala (24:46) Advice for young, aspiring athletes (27:09) What brought you JOY today? (29:41) Join Reagan Rust at the on October 15th! https://miraclesgala.afrogs.org/#/index Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Reagan Rust: : https://www.instagram.com/rea.rust/ : https://www.tiktok.com/@reaganrust (Twitter): https://x.com/reaganrust_ : reagan@reaganrust.com About Our Guest: Reagan Rust is a former professional ice hockey player and the first NCAA Division I women’s hockey player from Mississippi. She played for RIT and Boston University, where she was an alternate captain and helped lead BU to its first Beanpot title since 1981. Rust went on to compete internationally and in the PHF with the Metropolitan Riveters before transitioning into coaching at Boston University. Off the ice, she’s an advocate for mental health and female athletes. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Why Young Athletes Are Burning Out (& How to Help Them) with Paul Cohen
09/24/2025
Why Young Athletes Are Burning Out (& How to Help Them) with Paul Cohen
What good is hard work if you lose the joy that got you started? Former pro goalie Paul Cohen knows that hustle alone isn’t enough to truly succeed — in sports, business, or life. In this episode, he shares what his experience on the ice, in corporate, and as a coach taught him about leading a team and building a culture of trust. We also dive into how his coaching philosophy has changed, his "work hard but have fun" motto, and what parents need to know about helping their kids reach the next level in hockey. Topics discussed: Introduction (00:00) Paul’s hockey and coaching career (01:25) “Work hard and have fun” coaching philosophy (06:09) The story behind Ultimate Hockey Fans (09:08) 3 pillars of building a trusting team culture (13:03) Why routines are crucial for success (15:25) What it takes to move up in hockey (18:41) Why fun matters at every level of sport (21:39) The inspiration for Twig and Biscuit (22:58) Paul’s 2025-26 hockey season predictions (26:37) What brought you JOY today? (28:02) Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Paul Cohen: : https://instagram.com/twigandbiscuit_hky/ : https://www.instagram.com/Ultimatehockeyfans/ : https://www.facebook.com/people/Twig-Biscuit-Hockey/61577412381528/ : https://www.facebook.com/UltimateHockeyFans/ : https://www.linkedin.com/company/rink-rats-publishing/ : https://www.youtube.com/@ultimatehockeyfans8709 : https://twigbiscuit.com/ : https://ultimatehockeyfans.com/ About Our Guest: Paul Cohen is a semi-retired, performance-driven sales professional with over 15 years of experience at PepsiCo, where he thrived in fast-paced, high-volume environments. Renowned for his creative leadership and consistent success in achieving company objectives, Paul built an outstanding track record in cultivating new business, generating sales, driving marketing initiatives, and fostering exceptional customer relationships. His expertise in analyzing and solving complex business challenges, combined with his unwavering commitment to honesty, integrity, and responsiveness, has set him apart as a trusted leader and partner. Beyond his corporate career, Paul is the founder of Ultimate Hockey Fans and Balanced2Day, an award-winning author; Twig & Biscuit: Learn to Play Hockey and a former professional hockey player -11-year career and was the first goalie in AHL history to score a goal. He has owned and operated Goalie and Hockey camps across North America and Europe, sharing his passion for the sport and mentoring the next generation of athletes. One of the most fun ways that I have ever shared my love for hockey is co-writing Twig & Biscuit: Learn to Play Hockey with my co-author Lee Elias and starting our own publishing company, Rink Rats Publishing. It is the perfect welcome gift for new hockey players, helping them feel confident and excited about the game. This book makes the transition into the youth hockey world fun and easy through an engaging story, step-by-step dressing instructions, and an equipment vocabulary section. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Estate Planning: How to Protect Your Assets, Avoid Court, and Save Money with Jenny Rozelle
09/17/2025
Estate Planning: How to Protect Your Assets, Avoid Court, and Save Money with Jenny Rozelle
Overwhelmed by estate planning? Here's where to begin, when to start planning, and how to make sure your plan actually works. In this episode, estate planning attorney Jenny Rozelle shares what documents you need to protect your loved ones from unnecessary stress and a legal mess. She explains why your age and assets don't matter, how to simplify the process, and what you can do to avoid probate court. You'll also hear cautionary tales of celebrity estate planning gone wrong and common misconceptions that could land your family in court. Topics discussed: Introduction (00:00) Jenny’s background and legal career (01:36) Why you should start estate planning early (04:25) Documents you need for your 18-year-old (06:53) The advantages of organization and simplification (11:03) The hard truth of being executor or trustee (13:22) How to avoid probate court (15:09) The role of family dynamics in estate planning (18:03) Misconceptions about beneficiary designations (20:17) Tips to keep plans up to date (21:54) Celebrity estate cautionary tales (23:46) What holds people back from estate planning (26:28) What brought you JOY today? (28:35) Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Jenny Rozelle: : https://www.instagram.com/IndianaEstateElderLaw/ : https://x.com/jennyrozelle/ : https://www.facebook.com/IndianaEstateElderLaw/ : https://www.linkedin.com/in/jenniferrozelle/ : https://www.IndianaEstateElderLaw.com About Our Guest: Jennifer L. Rozelle (“Jenny”) is an Owner and Attorney at Indiana Estate & Elder Law. Since 2012, she has been assisting clients create all types of estate plans; be it for a young client with straight-forward needs, or an elderly loved-one who may need guidance on protecting a nest egg from assisted living or nursing home costs. Additionally, she helps clients in the areas of Medicaid, guardianship, special needs planning, probate, trust administration, and business/farm succession planning. Jenny and her husband, Justin, live on their small farm in Indiana with their basset hound, Flossie, and polled shorthorn cattle. If not at home, Jenny is likely either at Hinkle Fieldhouse cheering for the Butler Bulldogs, spending time with her family and friends, or traveling. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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From ESPN to 80M Views: How to Network, Build Your Brand, and Go Viral with Brendan Kaminsky
09/10/2025
From ESPN to 80M Views: How to Network, Build Your Brand, and Go Viral with Brendan Kaminsky
This is what most people get wrong about networking: it's not about who you know, but who knows you. It’s a mindset that helped Brendan Kaminsky land a job at ESPN — without even applying — and launch his own branding and social media agency. In this episode, he shares how he built a name for himself, grew his agency, and turned relationships into real opportunities. Tune in to hear the story behind his viral Super Bowl moment and learn how to start networking the right way! Topics discussed: How social media has changed sports What he learned working at ESPN Why relationships are your biggest asset His slow, strategic approach to growth How to network and build real relationships What it takes to go viral on social media The importance of mental health conversations Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Brendan Kaminsky: : https://www.instagram.com/bkaminsky/ : https://www.bknownagency.com/ About Our Guest: Brendan Kaminsky, Founder of bknown Agency, is a respected digital media executive with an extensive track record overseeing, managing and developing content creation across various digital media platforms in the sports, entertainment, and start up industries. bknown, launched in 2021, is a full-service branding and digital media agency focused on optimizing a brand’s strategy and online presence. Kaminsky and bknown Agency have developed successful strategic digital media campaigns and initiatives for a select and diverse list of companies, athletes and individuals such as ABC & ESPN's sports analyst Jalen Rose, NBA reporter Adrian Wojnarowski, NFL athlete Kayvon Thibodeaux, NBA champion Harrison Barnes, Ronnie2k, commentator Angela Rye, Shannon Sharpe’s “Club Shay Shay,” Fox Sports, World Jai-Alai League, Jake Paul's betr and the Big Sky Conference to name a few. Prior to launching bknown, Kaminsky managed the in-house social media for ESPN’s SportsCenter as well as various ESPN on-air talent such as Stephen A. Smith, Adrian Wojnarowski, Adam Schefter and Jalen Rose among others. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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How Disney Trains World-Class Leaders: Lee Cockerell's Blueprint for Career Success
09/03/2025
How Disney Trains World-Class Leaders: Lee Cockerell's Blueprint for Career Success
Behind the scenes at Disney, it's leadership that truly runs the show. In this episode, Lee Cockerell shares the surprising leadership secrets that helped him oversee 40,000 cast members as the former VP of Operations for Walt Disney World Resort. From his time at Hilton, Marriott, and Disney, he breaks down the habits and leadership principles that helped him become one of the industry’s most respected leaders. You’ll learn what it takes to be successful in any role, why routines matter more than you think, and how to become the kind of leader people want to work with. Topics discussed: How Lee built his career with no college degree What he learned working at Hilton and Marriott Why some leaders fail How his leadership style has evolved The habits and mindset that made him successful The legacy of his book, Creating Magic: 10 Common Sense Leadership Strategies from a Life at Disney Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Lee Cockerell: : https://www.linkedin.com/in/LeeCockerell/ : https://www.instagram.com/leecockerellmagic/ : https://www.facebook.com/p/Lee-Cockerell-100070689116367/ : https://www.facebook.com/createmagic/ : https://www.leecockerell.com/ : https://www.cockerellacademy.com/ About our Guest: Lee Cockerell retired as the Executive Vice President of Operations for the WALT DISNEY WORLD® Resort in Lake Buena Vista, Florida, a position he held for ten years. His responsibilities encompassed a diverse mix of operations, which included 20 resort hotels with over 24,000 Guest rooms, 4 theme parks, 2 water parks, 5 golf courses, a shopping village & nighttime entertainment complex, the ESPN Sports Complex and the ancillary operations support functions. Lee joined the Disney organization in July 1990 as Director of Food and Beverage and Quality Assurance for the Disneyland Paris hotels. Prior to joining the Walt Disney World Co., he spent seventeen years in various executive positions with the Marriott Corporation and eight years with Hilton Hotels. Lee is the best-selling author of four books on leadership, management and world class customer service: Creating Magic: 10 Common Sense Leadership Strategies from a Life at Disney is now available in 21 languages. The Customer Rules: The 39 Essential Rules for Delivering Sensational Service is currently available in 15 languages. Time Management Magic: How to Get More Done Every Day Career Magic: How to Stay on Track to Achieve a Stellar Career Lee and his wife Priscilla reside in Orlando, Florida. Lee enjoys teaching leadership, management and service excellence seminars, traveling, dining out and most of all spending time with his three grandchildren, Jullian, Margot, and Tristan. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Your Credit Card Strategy for Free Travel and Cash Back with Colin Stroud
08/27/2025
Your Credit Card Strategy for Free Travel and Cash Back with Colin Stroud
Did you know the right credit card could be your ticket to free travel? Most people miss out because they don’t have a clear strategy, but Colin Stroud of Go Somewhere has cracked the code on points, miles, and cash back rewards. In this episode, he shares how he helps clients create a personal credit card strategy and plan trips that save thousands plus free resources to help you get started on your own. We cover the merits of points versus cash back, when each makes sense, and how to choose the right card for you. Ready to go somewhere you’ve been dreaming about? Learn how your credit card could pay for it! Topics discussed: Points vs. cash back How Colin uses LinkedIn to build his network and business The 3 factors to choosing the right credit card Strategies to maximize your points Colin’s client consultation and trip planning framework Why points are a depreciating asset Travel hack success stories Download Colin’s for help choosing the right travel credit card! https://www.gosomewhere.world/services Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Colin Stroud: : https://www.linkedin.com/in/gosomewhere/ : https://www.gosomewhere.world/ About our Guest: Colin Stroud has been passionate about travel since he was 16 and had the opportunity to visit Europe for the first time. He is a proud husband, father of 2 girls, and founder of Go Somewhere, where he's on a mission to simplify the wild world of credit card points & miles for families in the U.S. Colin and his family travel regularly (using points, of course) and he desires to help as many people as possible experience the magic of travel. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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The Money Habits That Actually Lead to a JOYful Life with Dr. Daniel Crosby
08/20/2025
The Money Habits That Actually Lead to a JOYful Life with Dr. Daniel Crosby
Can money truly buy happiness? According to Dr. Daniel Crosby, yes — but it depends on how you use it. In this episode, we explore the science behind joy and how our financial behaviors impact more than just our bank account. Dr. Crosby shares tips to help you reach your financial and personal goals, including a simple hack to avoid overspending and start spending with intention. Learn how to create spending habits that stick, reduce emotional stress around finances, and plan for your future! Topics discussed: The intersection of finance and psychology Why you should have a financial “why” Controlling what you can control How to find opportunity in economic downturns Five pillars of a joyful life Spending money as a form of voting The benefits of working with a financial advisor How to bridge the gap between wealth and happiness Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Dr. Daniel Crosby: : https://www.linkedin.com/in/danielcrosby/ (Twitter): https://x.com/DanielCrosby About our Guest: Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 17 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. His latest book, The Soul of Wealth, was published in October of 2024 and has already been translated into five languages. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Stronger at 40: How to Get Healthy and Master Your Anxiety with Julian Brass
08/13/2025
Stronger at 40: How to Get Healthy and Master Your Anxiety with Julian Brass
Success means nothing if your body can’t keep up. Whether it's from poor diet or burnout, it’s easy for entrepreneurs to get lost in the grind and pay for it later. Julian Brass, founder of FFIT40 and author of Own Your Anxiety, reclaimed his own physical and mental health after selling his award-winning media company — and now coaches other high-performers to do the same. In this episode, he shares his sustainable approach to wellness, how he turned anxiety into his secret edge in business, and the number one thing to focus on if you want to stay strong, healthy and successful after 40. Hear his tips for managing anxiety naturally, maintaining a balanced lifestyle without giving up the things you love, and building a brand on social media! Topics discussed: Mental health struggles in entrepreneurship Julian's health journey and launching FFIT40 Discovering your true “why” The secret to sustainable change How to grow an audience on Instagram Managing and transforming anxiety Experience at the Israel Elite Hockey League Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Julian Brass: : https://www.instagram.com/julianbrass/ : https://www.linkedin.com/in/julianbrass : https://www.facebook.com/julianbrass (Twitter):https://x.com/julianbrass About our Guest: Julian Brass, also known as Coach JB, is an award-winning digital media entrepreneur turned wellness expert, certified health coach, bestselling author of Own Your Anxiety, and an early-stage investor and advisor. He is the founder of FIT FOUNDER OVER 40, an online fitness and lifestyle program designed for busy founders and executives over 40 who are ready to take control of their fitness and wellness once and for all. After graduating from the Institute for Integrative Nutrition, Julian exited Notable and the Notable Awards—the digital media company and awards platform he founded, which became the quintessential lifestyle brand for successful millennials. In addition to leading FIT FOUNDER OVER 40, Julian holds multiple advisory roles, invests in early-stage companies, delivers keynote speeches, acts, and recently executive produced his first Hollywood film. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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The Olympic Mindset: Jocelyne Lamoureux-Davidson on Resilience, JOY, and Equality in Women’s Hockey
08/06/2025
The Olympic Mindset: Jocelyne Lamoureux-Davidson on Resilience, JOY, and Equality in Women’s Hockey
Life’s biggest wins come from quiet consistency. For Olympic gold medalist Jocelyne Lamoureux-Davidson, that meant showing up every day and finding joy in the daily grind. In this episode, she reflects on her journey as an elite athlete, mother of four children, and advocate for equality in women's hockey. We discuss why finding enjoyment in the monotony on the road to excellence matters, how to parent athletes in a way that pushes them without pressure, and ways men can help fight for equality and representation in the game. Tune in to hear what’s helped Jocelyne make an impact on and off the ice! Topics discussed: Jocelyne’s unique relationship with her twin, Monique The importance of finding joy in the daily grind Jocelyne’s role in the 2017 fight for equal pay What it really means to be a winner Balancing honest feedback and encouragement for kids How increased marketing has changed women’s hockey How men can be allies in women’s hockey Mentorship, coaching, and growth Listen to episode 238, Empowering the Next Generation with Kellan Brown, : https://www.mitlinfinancial.com/insights/blog/empowering-the-next-generation-with-kellan-brown/ Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Jocelyne Lamoureux-Davidson: : https://www.instagram.com/jocelyneusa17/ : https://x.com/lamoureuxtwins : https://www.facebook.com/LamoureuxTwins/ : www.lamoureuxtwins.com About our Guest: Born and raised in Grand Forks, North Dakota as the youngest of six children, Jocelyne and her twin sister Monique excelled as young athletes and became North Dakota’s first Olympic Gold Medalists. Despite growing up with no opportunity to play on girls hockey teams, they did not let that stop them from developing into some of the best players in the state. They attended Shattuck St. Mary’s School where they elevated the women’s hockey program to national prominence and won three national titles during their high school careers. The Lamoureux twins rewrote the record books at the University of North Dakota, setting nearly every individual record in program history while becoming some of the best players in NCAA history and multiple-time All-Americans during their collegiate careers. During their 15 years on the USA Women’s National Team, Monique and Jocelyne rose to become two of the all-time greats in women’s hockey, winning one Olympic gold medal, two Olympic silver medals, six world championships and one world championship runner-up, along with multiple individual awards and accolades. They are USA Hockey Hall of Fame inductees and 2nd and 3rd youngest North Dakota natives to be given the Teddy Roosevelt Award in the State of North Dakota. Their most important victories have come off the ice in their fight for gender equity for women in hockey and sports. They were key leaders in negotiating Team USA’s first-ever contract that provided more opportunities, compensation and benefits for women and girls who play hockey in America. They continue to give back to the state of North Dakota through the Monique and Jocelyne Lamoureux Foundation, which helps serve underprivileged youth. They have inspired a generation to dream big, but most importantly their legacy will be about making a difference in people’s lives as they strive toward those dreams. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Don’t Listen to This Podcasting Advice – Do This Instead with Kevin Chemidlin
07/30/2025
Don’t Listen to This Podcasting Advice – Do This Instead with Kevin Chemidlin
Struggling to grow your podcast? In this episode, Kevin Chemidlin of Chief Audience Officer shares how he went from almost quitting to successful podcaster after breaking the number one podcasting rule. He explains the common podcasting advice you shouldn't listen to — and what to do instead for real growth. Learn how you can keep people listening to your show, the key metric that tells you if your audience is sticking around, and how to turn your podcast into a lead-nurturing machine that actually drives sales. If you want more growth for your podcast and your business, don’t miss this one! Topics discussed: What helped Kevin grow his show The podcasting mistake holding you back Podcast growth strategies that actually work How to create effective intros Why systems matter in podcast growth Podcasting as networking tool Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Kevin Chemidlin: : : About our Guest: Kevin Chemidlin is a content growth strategist and podcast coach who helps high-ticket entrepreneurs turn their content into a lead-generating machine. Kevin launched his first podcast, Philly Who?, in 2018 while working as a corporate software developer. Within 18 months, it surpassed 100,000 downloads and generated six figures in revenue. Recognizing the power of content as a business growth engine, he founded Grow The Show—a podcast and accelerator program designed to help business owners use their content to expand their audience, establish authority, and attract high-value clients. Since 2020, Grow The Show has impacted over 50,000 podcasters, and the Grow The Show Accelerator has helped over 400 entrepreneurs transform their content into a predictable client acquisition system. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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How Boarderie Went from Shark Tank to $65 Million in 2 Years
07/23/2025
How Boarderie Went from Shark Tank to $65 Million in 2 Years
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 Boarderie Boarderie’s Shark Tank experience How working with Lori helped the business expand Why they shifted from a B2B to DTC model Managing shipping costs and logistics In-house marketing and profitable growth Boarderie’s next big product launch How Boarderie gives back and minimizes waste Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Rachel Solomon Fascitelli: : https://www.instagram.com/rach_solo/ : https://www.linkedin.com/in/rachel-solomon-fascitelli-6a0a82119 : https://boarderie.com/ : info@boarderie.com About our Guest: Rachel Solomon Fascitelli is the co-founder and co-CEO of Boarderie, a Florida-based company specializing in pre-arranged gourmet cheese and charcuterie boards delivered nationwide. She co-founded Boarderie in 2020 alongside Aaron Menitoff, leveraging her background in finance and business operations to help pivot from traditional catering to a scalable e-commerce model during the COVID-19 pandemic. Rachel holds a bachelor's degree in economics and psychology from Barnard College. During her studies, she interned at organizations such as CBRE and J.P. Morgan, and worked as a financial analyst at Citi. Boarderie gained national attention after appearing on Season 14 of Shark Tank, where they secured an investment from Lori Greiner. Following the show's airing, the company experienced a significant surge in sales, reaching $70 million in revenue. Boarderie has also been featured on Oprah’s Favorite Things list and holds a Guinness World Record for the largest charcuterie board. Rachel continues to lead Boarderie focusing on growth, product innovation, and expanding the brand's presence in the gourmet gifting market. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Stop Tipping the IRS: How to Avoid Overpaying and Keep More of Your Money
07/16/2025
Stop Tipping the IRS: How to Avoid Overpaying and Keep More of Your Money
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 save you a lot of stress and money come tax time! Topics discussed: The biggest tax misconception How to plan for taxes year-round How withdrawals impact your taxes Long-term tax planning and retirement Traditional vs. Roth IRAs and their impact on taxes Working with tax and money professionals How the SECURE Act has impacted inherited IRAs The pitfalls of using free tax software The most common tax mistakes Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Steven Jarvis: : : About our Guest: Steven Jarvis, CPA is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors to change the world one tax return at a time. In this role Jarvis spends his time working with real financial advisors and taxpayers to help find opportunities to not tip the IRS. Afterall, there are no patriotic awards for overpaying taxes. With over 10 years of experience (and counting) as a CPA, Jarvis has the hands-on experience to create actionable content for his audience. He has been featured in industry publications including Advisor Perspectives and regularly produces content for financial advisors through the Retirement Tax Services website and the Retirement Tax Services Podcast. His experience covers written content, public speaking at leading industry conferences and 3 years as an adjunct professor in the graduate business school at Whitworth University. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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After the Exit: Adam Rossi’s New Rules for Work, Health and Family
07/09/2025
After the Exit: Adam Rossi’s New Rules for Work, Health and Family
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 unpredictability of business Why spouses can make the best business partner The role marriage and family values play in business How to raise grateful his kids and the importance of financial literacy Finding support in the REBL Dads community How content creation has changed the game The entrepreneurial X factor and what it takes to succeed How to prepare for a business exit Prioritizing physical and mental health Resources: : https://www.mitlinfinancial.com/ by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the : https://mitlin.us/CouplesJOY Connect with Larry Sprung: : https://www.linkedin.com/in/lawrencesprung/ : https://www.instagram.com/larry_sprung/ : https://www.facebook.com/LawrenceDSprung/ (Twitter): https://x.com/Lawrence_Sprung Connect with Adam Rossi: : https://www.linkedin.com/in/adamrossi-indie/ (Twitter): https://x.com/rossiadam : https://indieco.com : https://totalshield.com About our Guest: Adam Rossi is an Inc. 500 entrepreneur, investor, business owner, and engineer. Adam is currently the CEO and owner of INDIE LLC, an operator of and investor in commercial real estate, software, and manufacturing companies. Adam is also the CEO and owner of TotalShield, a manufacturer of ballistic and explosive shielding solutions for space, aerospace, energy, and industrial customers. Prior to INDIE and TotalShield, Adam Rossi co-founded and was president of Platinum Solutions from 1999 to 2010, when the company was acquired by SRA International. Adam recognized the need for a nimble company that could consistently deliver software solutions to address the complex, mission critical needs of federal law enforcement, intelligence, and defense. A pioneer in the development of secure web-based systems, Platinum Solutions' applications helped the federal government collaborate with state and local law enforcement, securely share information across agencies, and extract the maximum value from information in many languages and formats. Platinum Solutions developed software that helped to decipher and monitor terrorist communications and arrest violent criminals. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique
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Building a Hockey Career Through Social Media and Authenticity with Nick Bowins
07/02/2025
Building a Hockey Career Through Social Media and Authenticity with Nick Bowins
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 pandemic, when he used social media to stay connected to the game he loved His role in growing Hockey Collective to over 400,000 followers and why he moved on to launch Working in Hockey Why authenticity, relatability, and storytelling matter more than ever in building personal brands and content online The three categories for social media content: entertain, educate, and showcase, and how businesses and athletes can use each How Working in Hockey helps job seekers break into the sport by curating all available opportunities and challenging teams to broaden their hiring reach And more! Resources: by Lawrence Sprung Connect with Larry Sprung: Connect with Nick Bowins: About our Guest: Born and raised in small-town Ontario, Nick's life has always revolved around hockey and creativity. From building Hockey Collective and working with OHL teams, to founding Working in Hockey, Nick has an evident knack for hockey media and marketing, and knows how to both relate to and educate people. Outside of hockey, Nick currently works as the Director of Operations for a data and software company called ShyftLabs, while living in New York City. 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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From ER to CFP®: Dr. Carolyn McClanahan on Blending Health and Money
06/25/2025
From ER to CFP®: Dr. Carolyn McClanahan on Blending Health and Money
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: How her husband’s career change sparked her transition from medicine to financial planning and led to the founding of Life Planning Partners Why financial planning should treat the "whole person," integrating tax, insurance, estate, and cash flow considerations, not just investments How her medical training informs her approach to planning for aging, cognitive decline, and real-life health risks often overlooked in financial discussions The importance of communication, emotional intelligence, and mutual respect in advisor-client relationships, including a firm policy of “no mean people” Why advisors should focus clients on using money for value, purpose, and JOY, rather than aimless accumulation And more! Resources: by Lawrence Sprung Connect with Larry Sprung: Connect with Carolyn McClanahan: About our Guest: Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times. 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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From NFL Champion to Venture Visionary with Marques Colston
06/18/2025
From NFL Champion to Venture Visionary with Marques Colston
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 athlete to entrepreneur and the pivotal role of self-awareness The vision behind Champion Venture Partners and its focus on accessibility in investments The parallels between sports and business, highlighting discipline and risk-taking How fractional ownership and emerging sports are reshaping the investment space The significance of education and empowering new investors for long-term impact And more! Resources: by Lawrence Sprung Connect with Larry Sprung: Connect with Marques Colston: About our Guest: A seasoned business leader, Marques’s business career is shaped by the perspectives and lived experiences gained from his journey to becoming an unlikely NFL standout. Marques’s journey from small school prospect through a decade-long NFL career taught him how success has to be earned everyday, and sustaining it at the highest level requires humility that allows you to be an active learner, curiosity to explore new ways to unlock value, and confidence built on preparation and repetition. This philosophy is the foundation of Marques’s post-football journey as an entrepreneur, educator, financial advisor, and executive coach and strategic consultant for dozens of companies – startups to Fortune 100. His diverse path is connected by the vision to empower underserved and underestimated communities, helping them envision and achieve beyond their current limitations. CVP represents an opportunity for Marques to leverage his passion, skills, influence, and access to build a firm with the potential to build a legacy of doing well and good, by creating access to wealth building opportunities to a more diverse group of investors. 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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