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:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung:

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Jenny Rozelle: 

• Instagram: https://www.instagram.com/IndianaEstateElderLaw/
• Twitter/X: https://x.com/jennyrozelle/
• Facebook: https://www.facebook.com/IndianaEstateElderLaw/
• LinkedIn: https://www.linkedin.com/in/jenniferrozelle/
• Website: 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 https://www.podcastboutique.com

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:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung:

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Brendan Kaminsky:

• Instagram: https://www.instagram.com/bkaminsky/
• Website: 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 https://www.podcastboutique.com

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:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung: 

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Lee Cockerell:

• LinkedIn: https://www.linkedin.com/in/LeeCockerell/
• Instagram: https://www.instagram.com/leecockerellmagic/
• Facebook: https://www.facebook.com/p/Lee-Cockerell-100070689116367/
• Creating Disney Magic Facebook: https://www.facebook.com/createmagic/
• Personal Website: https://www.leecockerell.com/
• Cockerell Academy Website: 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 https://www.podcastboutique.com

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 FREE GUIDE for help choosing the right travel credit card! https://www.gosomewhere.world/services

Resources:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung: 

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Colin Stroud:

• LinkedIn: https://www.linkedin.com/in/gosomewhere/
• Website: 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 https://www.podcastboutique.com

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:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung: 

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Dr. Daniel Crosby:

• LinkedIn: https://www.linkedin.com/in/danielcrosby/
• X (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 https://www.podcastboutique.com

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:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung: 

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Julian Brass:

• Instagram: https://www.instagram.com/julianbrass/
• LinkedIn: https://www.linkedin.com/in/julianbrass
• Facebook: https://www.facebook.com/julianbrass
• X (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 https://www.podcastboutique.com

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, here: https://www.mitlinfinancial.com/insights/blog/empowering-the-next-generation-with-kellan-brown/

Resources:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung: 

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Jocelyne Lamoureux-Davidson:

• Instagram: https://www.instagram.com/jocelyneusa17/
• Twitter: https://x.com/lamoureuxtwins
• Facebook: https://www.facebook.com/LamoureuxTwins/
• Website: 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 https://www.podcastboutique.com

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:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung: 

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Kevin Chemidlin:

• Instagram: https://instagram.com/kevinchemidlin
• LinkedIn: https://linkedin.com/in/kevinchemidlin

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 https://www.podcastboutique.com

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:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung: 

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Rachel Solomon Fascitelli:

• Instagram: https://www.instagram.com/rach_solo/
• LinkedIn: https://www.linkedin.com/in/rachel-solomon-fascitelli-6a0a82119
• Boarderie Website: https://boarderie.com/
• Boarderie Email: [email protected]

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 https://www.podcastboutique.com

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:

• Mitlin Financial: https://www.mitlinfinancial.com/
• The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/
• Download Your Free Copy of the Couple’s JOYful Money Guide: https://mitlin.us/CouplesJOY

Connect with Larry Sprung: 

• LinkedIn: https://www.linkedin.com/in/lawrencesprung/
• Instagram: https://www.instagram.com/larry_sprung/
• Facebook: https://www.facebook.com/LawrenceDSprung/
• X (Twitter): https://x.com/Lawrence_Sprung

Connect with Steven Jarvis:

• LinkedIn: https://www.linkedin.com/in/stevenajarvis
• Retirement Tax Services Website: https://retirementtaxservices.com

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 https://www.podcastboutique.com