Mitlin Money Mindset

Mitlin Money Mindset

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Mitlin Money Mindset episodes

  • The Intersection of Sports, Tech, and Investment: A Conversation with Andrew Petcash (Ep. 210)

    Sports have evolved into a lucrative investment arena, intertwining with technology and media.

    How are savvy entrepreneurs seizing this growing field?

    In this episode of the Mitlin Money Mindset, Larry Sprung sits down with Andrew Petcash, founding partner at Profluence Capital, to explore the dynamic intersection of sports, technology, and media.

    Andrew shares his journey from early entrepreneurial ventures to becoming a venture capital leader, offering invaluable insights into market trends and investment strategies that could guide you through today's complex financial landscape.

    Listeners will also discover how Andrew's firm is driving innovation in sports and beyond by leveraging strategic investments and building impactful communities for promising startups.

    Larry and Andrew discuss:

    • The role of sports as a fertile ground for building companies due to its built-in community, especially in emerging countries like India
    • Why sports, tech, and media are becoming increasingly synergistic and how it affects entrepreneurship
    • Andrew's entrepreneurial journey and how his firm Profluence Capital supports innovative startups and sports tech companies
    • The evolution and future of the sports industry, including the impact of NIL changes and sports betting
    • And more!

    Resources:

    • Mitlin Financial
    • The JOY and Productivity Journal by Lawrence Sprung

    Connect with Larry Sprung:

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

    Connect with Andrew Petcash:

    • LinkedIn: Andrew Petcash
    • Twitter (X): Andrew Petcash
    • Website: Profluence

    About our Guest:

    Andrew Petcash is a founding partner at Profluence Capital where they invest in emerging Sports IP and Sports Technology. Prior to starting Profluence, he founded and exited his college sports media brand, CAI. Andrew has helped Profluence's media properties garner over 15 million social media followers. Andrew graduated from Boston University with a B.S.B.A. concentrating in finance. He was also a captain of the Terriers D1 basketball team and a Patriot League Champion.

    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.

    36 min
  • Building Your Dream Retirement Abroad with Tommy Sikes, CFP® (Ep. 209)

    What if retiring meant more than just winding down? What if it included excitement, exploration, and a new beginning in your favorite corner of the world?

    In this episode, Larry Sprung chats with Tommy Sikes, founder of Traveltirement, about the unique adventure of combining retirement with the allure of living abroad, particularly in Italy and France.

    Tommy reveals how his personal passion and financial knowledge have led to helping others discover affordable housing and seamless transitions in these dream destinations. Together, they explore the ins and outs of balancing travel desires with financial realities, ensuring a thrilling yet sound journey into international living.

    Larry and Tommy discuss:

    • How the entrepreneurial mindset shaped Travel Retirement
    • Discovering affordable properties in Italy and France
    • The significance of niching down in content and business
    • Practical tips for retiring abroad
    • Building an engaging online presence through YouTube and newsletters
    • And more!

    Resources:

    • Mitlin Financial
    • The JOY and Productivity Journal by Lawrence Sprung

    Connect with Larry Sprung:

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

    Connect with Tommy Sikes:

    • LinkedIn: Tommy Sikes
    • Website: Traveltirement
    • YouTube: Traveltirement™

    About our Guest:

    Tommy Sikes has been travelling since he was young, inspired by his parents who instilled in him a love for exploring the world. Their encouragement to see new places left a lasting impact on him.

    When his parents passed away at the ages of 70 and 75, it served as a wake-up call for Tommy to live life to the fullest. Now, at age 53, he feels the urgency to pursue his own travel dreams.

    Tommy is on a mission to combine his passion for France and Italy with his expertise as a CERTIFIED FINANCIAL PLANNER™ professional. He aims to help others achieve their dreams of living in France or Italy, sharing his knowledge and experience to make their goals a 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.

    41 min
  • Transforming Lives Through Literacy with Amy Zaslansky (Ep. 208)

    Books are more than just stories; they are the key to opportunity.

    In this episode, Larry Sprung talks with Amy Zaslansky, the founder of Book Fairies, a nonprofit organization on a mission to eradicate book deserts and foster a love of reading.

    Amy shares her transformative journey from occupational therapist to pioneering a movement that increases access to books for under-resourced communities.

    Discover how Book Fairies has distributed millions of books to schools, shelters, and communities in need, and learn how you can join the effort to spread literacy and joy.

    Larry and Amy discuss:

    • Amy's unique path from occupational therapy to founding Book Fairies
    • The impact of Book Fairies in increasing literacy rates by providing access to books
    • The collaborative efforts with the IDD community for book distribution
    • Mitlin Financial's upcoming book drive to support the cause
    • And more!

    Resources:

    • Mitlin Financial
    • The JOY and Productivity Journal by Lawrence Sprung

    Connect with Larry Sprung:

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

    Connect with Amy Zaslansky:

    • (516) 557-6645
    • LinkedIn: Amy Zaslansky
    • Website: Book Fairies

    About our Guest:

    Amy Zaslansky is the founder of Book Fairies. She is passionate about expanding literacy opportunities in under-resourced areas by flooding communities with the books at-risk children need to succeed. Amy is a Maryland native, graduating Emory University with a BA in Psychology and Temple University with an MS in Occupational Therapy.

    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.

    38 min
  • Finding Joy in Financial Planning: Insights from Stoy Hall on Embracing Authenticity and Abundance (Ep. 207)

    Authenticity and financial empowerment are key to achieving success and joy in life.

    How do you stay true to yourself while navigating the financial industry? How can you help others achieve their financial goals and find joy in the process?

    In this episode, Larry Sprung interviews Stoy Hall, CFP®, CEO and founder of Black Mammoth, about his journey from a financially illiterate household to leading a successful financial services company. Stoy shares his insights on authenticity, leadership, and the importance of helping others achieve their financial goals.

    Larry and Stoy discuss:

    • Stoy's transition from childhood financial struggles to founding Black Mammoth
    • The power of being your authentic self in business and life
    • The importance of merging competitiveness with an abundance mindset
    • Tips for effective public speaking and engaging with your audience
    • How his podcast enhances his business and connects with clients
    • And more!

    Resources:

    • Mitlin Financial
    • The JOY and Productivity Journal by Lawrence Sprung
    • NoBS Wealth Podcast by Stoy Hall

    Connect with Larry Sprung:

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

    Connect with Stoy Hall:

    • LinkedIn: Stoy Hall
    • Website: Black Mammoth Wealth
    • Facebook: Black Mammoth Wealth
    • Tweets from @Stoy_Hall

    About our Guest:

    Stoy Hall, CFP®, is a financial innovator and CEO of Black Mammoth, focused on inclusive, holistic wealth management. He also leads Kālā Capital as Founder and Fund Manager.

    A devoted father, Hall blends emotional intelligence with financial strategy, emphasizing family, education, and happiness. His Modern Family Office model offers integrated services to align clients' lives and finances.

    A passionate foodie, Hall believes true wealth includes life's experiences. As host of the NoBS Wealth Podcast, he demystifies finance through candid conversations, empowering listeners with practical insights.

    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.

    36 min
  • The Magic of Disney with Theron Skees and James Warda (Ep. 206)

    Ever wonder how Disney is able to evoke profound emotions of joy and wonder even in those far removed from childhood?

    In this episode of Mitlin Money Mindset, Larry Sprung speaks with Theron Skees and James Warda, two experts in the Disney universe, to explore the enchanting world behind Disney's most beloved experiences. Learn about the emotional connections forged by Disney rides, the behind-the-scenes magic of Imagineering, and how businesses can harness these storytelling techniques to create impactful customer experiences. Plus, discover the unique journey that led to the creation of James Warda's book, "How Does Disney Do That?".

    Larry, James, and Theron discuss:

    • The emotional impact of Disney attractions and guest experiences.
    • The book 'How Does Disney Do That?' came to be and the role Joe Rohde had in its creation.
    • The collaborative process between creators and fans in bringing Disney magic to life.
    • Business lessons that can be learned from Disney's storytelling methods.
    • And more!

    Resources:

    • Mitlin Financial
    • The JOY and Productivity Journal by Lawrence Sprung
    • Facebook: How Does Disney Do That?
    • LinkedIn: How Does Disney Do That?

    Connect with Larry Sprung:

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

    Connect with James Warda:

    • LinkedIn: James Warda
    • Instagram: James Warda
    • YouTube: James Warda
    • X (Twitter): James Warda
    • Website: James Warda
    • Website: How Does Disney Do That?

    Connect with Theron Skees:

    • LinkedIn: Theron Skees
    • Facebook: Theron Skees
    • Instagram: Theron Skees
    • YouTube: Theron Skees
    • Website: Designers Creative Studio

    About Theron:

    Theron Skees is the founder of The Designer's Creative Studio and has over 30 years of experience assembling and leading multi-disciplined teams for both domestic and international projects in the Themed Entertainment Industry.

    As a veteran of Walt Disney Imagineering, he has led diverse creation, design and construction projects from hundreds of millions to multiple billions of dollars in a wide variety of experience types. He is a corporate culture evangelist who applies vision, strategy, focus and high personal standards to advance design and increase brand equity. Using "Story" as the key element to deliver business goals and make an emotional connection to guests

    Theron is an organized creative leader with exceptional capability in managing multiple, concurrently running teams and is a highly respected, natural communicator who interfaces positively and professionally at all levels.

    About James:

    James Warda is writer, keynote speaker, workshop facilitator, and author of multiple books such as "How Does Disney Do That?", "Where Are We Going So Fast?" and more. His background includes being a blogger for the Chicago Tribune Media Group, and columnist for the Chicago Tribune and Pioneer Press.

    James is recognized for ability to make the complex simple and align groups to execute large-scale change initiatives across multiple industries, including aerospace, defense, energy management and automation, finance, healthcare, insurance and more.

    James leads with expertise in executive communications, internal communications, public relations and media relations, crisis communications, digital communications, marketing, and Labor Relations and Mergers and Acquisitions (M&A) communications.

    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.

    46 min
  • From Law to Jet Planes: Jen Ruiz on Turning Wanderlust into a Thriving Business (Ep. 205)

    Leaving a stable career to travel the world sounds amazing, but it's impossible, right?

    Wrong! Jen Ruiz not only did it, but she also turned her adventures into a thriving business!

    Join Larry Sprung in learning about the inspiring journey of Jen Ruiz, founder of Jen on a Jet Plane, who transitioned from a career in law to becoming a full-time travel blogger, author, and entrepreneur. Jen shares how she discovered her love for travel, the steps she took to turn that passion into a career, and the challenges she overcame along the way. So sit back and enjoy hearing tons of practical travel hacks that can help make your travel dreams a reality.

    Larry and Jen discuss:

    • How Jen transitioned from being an attorney to a travel hack entrepreneur.
    • The significance of her 12 trips in 12 months challenge and the lessons she learned along the way.
    • Tips on finding affordable flights and maximizing travel rewards.
    • The need for more representation and investment in Hispanic creative projects.
    • How to build up and foster relationships with brands to obtain partnerships.
    • And more!

    Resources:

    • Ashley Gets Around
    • Roame Travel
    • Going - Scott's Cheap Flights
    • Thrifty Traveler
    • Women in Travel Summit
    • Women's Travel Fest
    • TBEX Summit
    • Financially Lit! by Jannese Torres
    • Mitlin Financial
    • The JOY and Productivity Journal by Lawrence Sprung

    Check out Jen's Books:

    • 12 Trips in 12 Months by Jen Ruiz
    • The Solo Female Travel Book by Jen Ruiz
    • The Affordable Flight Guide by Jen Ruiz
    • 25 Ways to Work From Home by Jen Ruiz
    • You Need A Vacation! By Jen Ruiz

    Connect with Larry Sprung:

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

    Connect with Jen Ruiz:

    • LinkedIn: Jen Ruiz
    • Instagram: Jen Ruiz
    • X (Twitter): Jen Ruiz
    • TikTok: Jen Ruiz
    • Facebook: Jen Ruiz
    • Jen on a Jet Plane

    About our Guest:

    Jen Ruiz is a lawyer turned full-time travel blogger and author. She is a 3- time TEDx speaker, national award-winning travel journalist, and has been featured by outlets like Forbes and The Washington. She has been named a top Latina travel expert by Mitu and The Points Guy and is the solo female traveler behind Jen on a Jet Plane. 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.

    37 min
  • Getting Your Life Together With Danielle A. Vann (Ep. 204)

    You are the most important person in your own life.

    But are you truly taking care of yourself? Are you searching for ways to overcome personal challenges and find joy in every moment?

    In this episode of Mitlin Money Mindset, Larry Sprung sits down with Danielle A. Vann, the insightful host of the "Get Your Life Together, Girl" podcast, to explore her inspiring entrepreneurial journey and the transformative lessons she's learned along the way. Learn tips for building resilience, the power of perspective, and practical steps to harness your inner strength.

    Topics discussed:

    • Danielle's background and journey to entrepreneurship.
    • The life event that fueled her mission to help others heal and grow.
    • What inspired Danielle to start the Get Your Life Together, Girl podcast
    • Advice and insights on building resilience and identifying personal strengths.
    • How to achieve your best self and make lasting transformations.
    • The impact of Danielle sharing her story on PBS's Roadtrip Nation
    • And more!

    Resources:

    • Mitlin Financial
    • The JOY and Productivity Journal
    • Get Your Life Together, Girl

    Connect with Larry Sprung:

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

    Connect with Danielle Vann:

    • Danielle A. Vann
    • LinkedIn: Danielle Vann
    • X (Twitter): Danielle A. Vann
    • Instagram: Get Your Life Together, Girl
    • Facebook: Danielle A. Vann
    • YouTube: Get Your Life Together, Girl
    • TikTok: Get Your Life Together, Girl

    About our Guest:

    Danielle Vann is a nineteen-time intentional award-winning author as well as a Certified Cognitive Behavioral Therapist and Life Coach. Dannielle has since expanded her platform through hosting the Get Your Life Together, Girl podcast which aims to provide listeners with a blueprint for ultimate self-love & inner peace. Prior to working in mental health and healing, she spent years as a scriptwriter, reporter, and evening/morning news anchor.

    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.

    35 min
  • The Art of Financial Branding with Josh Passler (Ep. 203)

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

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

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

    Larry and Josh discuss:

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

    Resources:

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

    Connect with Larry Sprung:

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

    Connect with Josh Passler:

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

    About our Guest:

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

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

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

    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.

    38 min
  • Empowering Women in Sports with Meghan O'Donnell (Ep. 202)

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

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

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

    Larry and Meghan discuss:

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

    Resources:

    • Mitlin Financial
    • The JOY and Productivity Journal

    Connect with Larry Sprung:

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

    Connect with Meghan O'Donnell:

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

    About Meghan O'Donnell:

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

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

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

    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.

    35 min
  • Discovering Your Financial "Why" with Breanna Blaney (Ep. 201)

    Finance and yoga couldn't be more different, right?

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

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

    Larry and Breanna discuss:

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

    Resources:

    • Mitlin Financial
    • The JOY and Productivity Journal

    Connect with Larry Sprung:

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

    Connect with Breanna Rae Blaney:

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

    About our Guest:

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

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

    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.

    37 min

About Mitlin Money Mindset

From the publisher's feed

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.

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