Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will.

In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too.

Topics discussed:

Introduction (00:00)

David's career and passion for estate planning (01:45)

Why estate plans are important for everyone (05:57)

Top things people need to know about estate planning (10:35)

What business owners need to know about estate planning (14:15)

David's asset-by-asset approach to dividing your estate (17:07)

The billionaire estate tax saving strategy (20:53)

How he uses humor to educate people on estate planning (25:00)

Why Carson Group was the right fit (27:09)

What brought you JOY today? (28:37)

Resources:

• Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 David Haughton:

• LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/
• Website: https://www.carsongroup.com

About Our Guest:

David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies.

He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews.

Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies.

To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration.

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

Sports culture isn't exactly built for vulnerability, but stories like Shattered Ice can change that.

In this episode, filmmaker Jake Miskin shares how his real-life experiences inspired this film about sports, mental health, and the impact of suicide on the people left behind. You'll hear what it takes to produce an independent film, how he got iconic hockey brands on board, and what coaches, parents, and leaders can do to create a supportive team culture for young athletes.

Topics discussed:

Introduction (00:00)

The premise of the film, Shattered Ice (03:59)

How hockey became the vehicle for a mental health story (05:26)

The shifting stigma around mental health and suicide (06:42)

Casting actors with personal connections to the film (10:42)

Why vulnerability from coaches and team leaders matters (12:45)

How iconic hockey brands became involved in the film (15:32)

What it takes to produce and distribute an independent film (18:48)

How to support the mental health of young athletes (23:12)

What brought you JOY today? (27:21

Resources:

• Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Jake Miskin:

• Shattered Ice Instagram: https://www.instagram.com/ShatteredIceFilm/
• Jake's Instagram: https://www.instagram.com/jcmiskin/
• Facebook: https://www.facebook.com/officialshatteredicethemovie/
• YouTube: https://www.youtube.com/@NehoidenBlackBears
• Jake's LinkedIn: https://www.linkedin.com/in/jake-miskin-25107231 Nehoiden Street Films LinkedIn: https://www.linkedin.com/company/nehoiden-street-films-llc/
• Website: http://www.officialshatteredicethemovie.com/

About Our Guest:

Jake Miskin is an American screenwriter & producer, born and raised in Needham, Massachusetts. Jake graduated from Needham High School and he went on and played collegiate soccer at Springfield College. Jake graduated with a Bachelor of Science in Sport Management. He is the founder of Nehoiden Street Films and independent film company based in Boston, MA. He is the writer and producer of the film Shattered Ice.

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

Have you ever dreamt up a product in your head? You can see it so clearly, but you have no clue what the first step would be to actually create it.

In this episode, the inventor of Click & Carry, Kim Meckwood, shares how she turned a simple idea into a tangible product that's now expanding into 30,000 retail stores. You'll get a behind-the-scenes look at what the patent process is really like and learn where to find free resources that most people don't even know exist.

Topics discussed:

Introduction (00:00)

The origin story of Click & Carry (01:42)

Kim's experience on Shark Tank (05:10)

Why networking has been the key to her success (07:37)

Female inventors and patent ownership (11:03)

Where to find free resources for inventors (13:15)

Amazon, knockoffs, and product protection (17:19)

Kim's accidental hire that fueled her growth (20:15)

The rewards of being an entrepreneur (23:02)

What brought you JOY today? (26:02)

Resources:

• Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Kim Meckwood:

• Facebook: https://www.facebook.com/p/Click-Carry-100063829561602/
• Instagram: https://www.instagram.com/clickandcarry/
• TikTok: https://www.tiktok.com/@clickandcarry
• Website: https://clickandcarry.com

About Our Guest:

Kim Meckwood is the inventor and founder of Click & Carry, a smart, ergonomic handle that helps people carry multiple bags more comfortably and efficiently. The idea came after a breakup left her struggling to carry groceries alone through the obstacle course that was her Los Angeles condo complex. Realizing how common this struggle was, Kim set out to create a simple yet game-changing solution—not just for shoppers, but for seniors with dexterity challenges, travelers schlepping many bags, and athletes hauling gear. What began as a personal necessity has grown into a versatile product with nearly limitless applications.

Before launching her own business, Kim built a successful career in medical device and pharmaceutical sales, working with companies like Medtronic and ACADIA Pharmaceuticals. But two breast cancer diagnoses—in 2012 and again in 2021—caused her to reevaluate everything. Those experiences gave her the courage to leave her corporate life behind and go all-in on her invention. Her perseverance paid off: Click & Carry has since landed deals with massive retailers like Albertsons, Lowe's, and Tractor Supply Company. Click & Carry has also been featured on 𝘚𝘩𝘢𝘳𝘬 𝘛𝘢𝘯𝘬 (Season 12, Episode 8), 𝘎𝘰𝘰𝘥 𝘔𝘰𝘳𝘯𝘪𝘯𝘨 𝘈𝘮𝘦𝘳𝘪𝘤𝘢, 𝘛𝘩𝘦 𝘛𝘰𝘥𝘢𝘺 𝘚𝘩𝘰𝘸, and over a dozen times on QVC.

Kim's story is proof that resilience, creativity, and a little bit of hustle can turn life's challenges into something truly impactful.

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

Imagine building a $60M company with just four employees — and then selling it. That is Adam Callinan's story with BottleKeeper.

In this episode, he shares the constraints that allowed them to scale quickly, why they decided not to sign a deal with Mark Cuban after appearing on Shark Tank, and what ultimately made them sell. Our conversation centers on the common struggles in the entrepreneurial journey and the lessons Adam took into his next company, Pentane.

Topics discussed:

Introduction (00:00)

Adam's introduction into entrepreneurship (01:33)

How BottleKeeper became so successful (03:21)

The downside of scaling with paid ads (07:09)

How constraints help build a business (09:27)

BottleKeeper's Shark Tank experience and why they passed on a deal (10:22)

Why they decided to sell and how they built value buyers wanted (17:26)

Entrepreneurial challenges and their costly growth mistakes (19:43)

How Adam is building differently with Pentane (22:30)

Social media and embracing authenticity in the age of AI (25:32)

What brought you JOY today? (28:47)

Resources:

• Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Adam Callinan:

• LinkedIn: https://www.linkedin.com/in/adammcallinan/
• Instagram: http://instagram.com/adam_callinan
• X (Twitter): https://x.com/Adam_Callinan
• Website: https://pentane.com

About Our Guest:

Adam Callinan is the founder of Pentane, an advanced version of the system he used to earn $60M+ in profitable revenue with just 4 employees and 0 investors at his prior eCommerce company. Adam previously co-founded BottleKeeper, a bootstrapped eCommerce brand that achieved $8m in revenue in just its third year, with 0 employees. BottleKeeper later appeared on Shark Tank and was acquired in 2021 by Wind Point Partners/RTIC Outdoors, marking Adam's second exit. Adam lives in Montana, writes for INC, and hosts the Growth Mavericks podcast, in addition to being a husband, dad, and avid outdoorsman.

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

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? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Jason Pereira:

• X (Twitter): https://x.com/jasonpereira/
• LinkedIn: https://www.linkedin.com/in/pereirajm/
• Facebook: https://www.facebook.com/jason.pereira/
• Instagram: https://www.kidsfirst.org/nl/
• TikTok: http://tiktok.com/@jason.m.pereira
• Bluesky: https://bsky.app/profile/jasonpereira.bsky.social
• Threads: https://www.threads.com/@jasonmpereira
• Website: https://jasonpereira.ca/
• Woodgate Financial: 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 https://www.podcastboutique.com

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 www.afsp.org.

Resources:

• Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Ranny Levy:

• Podcast: https://www.iheart.com/podcast/53-kids-first-coming-attractio-277638809/
• YouTube: https://www.youtube.com/c/KIDSFIRSTFilmCritics
• Facebook: https://www.facebook.com/KidsFirstMedia
• X (Twitter): https://x.com/KidsFirstMedia2
• Instagram: https://www.instagram.com/kidsfirstcoming_attractions
• TikTok: https://www.tiktok.com/@kidsfirstmedia
• LinkedIn: https://www.linkedin.com/company/coalition-for-quality-childrens-media-kids-first/
• Newsletter: https://www.kidsfirst.org/nl/
• Film Festival: https://www.kidsfirst.org/filmfestival/
• Join the Team: 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 https://www.podcastboutique.com

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? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Ilya Podolskiy:

• Sharp Skate NY Instagram: http://instagram.com/SharpSkateNY/
• Ilya's Facebook: https://www.facebook.com/ilya.podolskiy.5
• Sharp Skate NY's Facebook: https://www.facebook.com/Sharpskate
• YouTube: https://www.youtube.com/@thepodolskiymethod-parenti9182
• LinkedIn: https://www.linkedin.com/in/ilya-podolskiy-cpa-89b2b71a
• Website: https://thepodolskiymethod.squarespace.com/
• Podcast: 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 https://www.podcastboutique.com

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? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Derrick Kinney:

• LinkedIn: https://www.linkedin.com/in/derrickkinney/
• Instagram: https://www.instagram.com/derrickkinney/
• X (Twitter): https://twitter.com/derricktkinney/
• YouTube: https://www.youtube.com/@DerrickKinney
• Website: 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 https://www.podcastboutique.com

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? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Andy Hill:

• LinkedIn: https://www.linkedin.com/in/andyhillmkm/
• Instagram: https://www.instagram.com/marriagekidsandmoney/
• YouTube: https://www.youtube.com/MarriageKidsandMoney
• Facebook: https://facebook.com/marriagekidsandmoney
• Website: https://marriagekidsandmoney.com/

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, "Own Your Time: 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 https://www.podcastboutique.com

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? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/
• Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: 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? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/

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 Young Han:

• LinkedIn: https://www.linkedin.com/in/younghan/
• Instagram: https://www.instagram.com/youngsta/
• X (Twitter): https://www.tiktok.com/@built_boring
• Website: 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 https://www.podcastboutique.com