Mitlin Money Mindset

We are celebrating an incredibly special milestone. 200 episodes of JOY!

Join us for a truly heartfelt celebration as Larry Sprung flips the script in this 200th episode of the Mitlin Money Mindset® podcast. With special guest host, Matt Halloran, Larry dives into the core values that have guided him and Mitlin Financial Inc® over the years.

This episode promises to be a unique journey into the personal and professional experiences that have shaped Larry's path, showcasing the JOY and possibilities that come with financial planning.

Larry and Matt discuss:

• The inspiring story behind the Mitlin name.
• Insights into the core values at Mitlin Financial Inc®.
• How Larry integrates JOY into the financial planning process.
• The impact of Larry's unique approach on client relationships.
• And more!

Don't miss this milestone episode filled with heartfelt stories, expert insights, and a whole lot of JOY!

Resources:

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

Connect with Larry Sprung:

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

Connect With Matt Halloran & ProudMouth:

• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

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.

Many believe that publishing a book is all about creativity.

While creativity is important, it is strategic marketing and thorough research that truly sets authors apart.

Join Larry Sprung as he sits down with Kristen Proby, a New York Times, USA Today, and Wall Street Journal bestselling author known for her captivating contemporary and paranormal romance novels. Kristen shares her journey from a small ski town in Montana to becoming a prolific author of over 70 published titles. Learn about her creative process, the challenges of navigating the publishing world, and insights into her entrepreneurial approach to writing.

Larry and Kristen discuss:

• Kristen's passion for storytelling and how it led her to romance novel writing
• The impact of self-publishing vs. traditional publishing on an author's career
• Kristen's strategy for shifting her focus from one book series to another
• The significance of a supportive partnership in navigating the demands of an entrepreneurial career
• And so much more!

Resources:

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

Connect with Larry Sprung:

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

Connect with Kristen Proby:

• Instagram: Kristen Proby
• Facebook: Kristen Proby
• Pintrest: Kristen Proby
• KristenProby.com

About our Guest:

Kristen Proby is a New York Times, USA Today, and Wall Street Journal bestselling author of over seventy published titles. She debuted in 2012, captivating fans with spicy contemporary romance about families and friends with plenty of swoony love. She also writes paranormal romance and suggests you keep the lights on while reading them.

When not under deadline, Kristen enjoys spending time with her husband and their fur babies, riding her bike, relaxing with embroidery, trying her hand at painting, and, of course, enjoying her beautiful home in the mountains of Montana.

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.

What does it take for a young woman to make it in the world of college hockey?

Join Larry Sprung as he sits down with Sadie Lundquist, Director of Women's Hockey for College Hockey Inc., to explore her inspirational journey from playing small-town hockey to shaping the future of women's hockey at the college level and beyond. Learn about the vital role hockey has played in her career, the unique challenges and opportunities within women's collegiate hockey, and the ties between playing organized sports and building a successful career.

Larry and Sadie discuss:

• Sadie's background from playing college hockey to becoming the Director of Women's Hockey for College Hockey, Inc.
• The growth and promotion of women's college hockey, focusing on adding programs and supporting student-athletes
• The impact of changing NCAA regulations and how they navigate NIL implications
• The role sports play in preparing women for successful professional careers post-sports
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Lawrance Sprung
• Understanding the Path and Pitfalls: Insights from College Hockey Inc, Ep. 105
• College Hockey, Inc.

Connect with Larry Sprung:

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

Connect with Sadie Lundquist:

• LinkedIn: Sadie Lundquist
• X (Twitter): Sadie Lundquist

About Our Guest:

Sadie Lundquist is the Director of Women's Hockey for College Hockey, Inc. She has an extensive background in the world of hockey and marketing having played division one college hockey at Bemidji State, working in multiple roles with the Minasodia Wild for several years, and serving as the client strategy & services senior manager at Bold Orange.

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.

Contrary to popular belief, scaling your business to new heights could start with a tweet.

Want to learn how?

Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuable insights on how he's utilized social media, particularly X (Twitter), to connect with clients and grow his practice. Learn about the pivotal moments that shaped his career, the importance of personalization in financial planning, and the innovative strategies he employs to attract and retain clients.

Here is what you can expect to learn about:

• How to use social media to obtain new clients
• The difference between social media marketing and personal branding
• The significance of niching down to serve business owners effectively
• Hiring and delegating tasks that are not in your area of expertise
• Creating sustainable and engaging content for financial advisors
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Lawrance Sprung
• AllStreet Wealth
• This Is Not Financial Advice" with Josh Brown, Episode #180
• Unearthing Wisdom with Epic Gardening's Kevin Espiritu, Episode #185

Connect with Larry Sprung:

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

Connect withThomas Kopelman:

• LinkedIn: Thomas Kopelman
• X (Twitter): Thomas Kopelman
• Instagram: Thomas Kopelman
• YouTube: Thomas Kopelman
• ThomasKopelman.com
• The Long Game Podcast

About our Guest:

Thomas Kopelman is a seasoned financial planner and co-founder of AllStreet Wealth boasting a multifaceted career encompassing blogging, podcasting, and content creation. Recognized as a Top 23 Millennial Advisor by Business Insider and named a Top Young Advisor to Watch in 2023 by FA Mag, Thomas launched his career after graduating from Butler University. His dedication lies in guiding millennials to navigate financial complexities and align their resources with their life goals.

Guests on the Mitlin Money Mindset Show 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.

Ever wondered how a seventh-generation entrepreneur transforms a passion into a thriving global brand?

Join in as Larry dives into the incredible journey of Jay Baer, a pioneer in digital marketing and customer experience.

Jay Baer shares his evolution from politics to digital marketing and finally, to becoming the second most popular tequila influencer in the world. With over 20 years of experience, he discusses the importance of responsiveness and speed in business, offering actionable insights you can apply today. Whether you're saving for the future, planning adventures, or managing daily finances, this conversation will inspire and inform.

Larry and Jay discuss:

• The significance of understanding and adapting to customer expectations around speed and responsiveness.
• The "Got It Audit": Assessing how long it takes your customers to get what they need.
• The "Fast Pass" concept: Offering expedited services to increase customer satisfaction and revenue.
• The importance of open communication about money, both in personal relationships and business partnerships.
• And more!

Tune in to this episode of Mitlin Money Mindset® with Larry Sprung and discover how to enJOY the journey of financial and entrepreneurial success!

Resources:

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

Connect with Larry Sprung:

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

Connect with Jay Baer:

• jaybaer.com
• Instagram: @jaybaer & @tequilajaybaer
• Facebook: https://www.facebook.com/jaybaer/
• LinkedIn: https://www.linkedin.com/in/jaybaer/

About our Guest:

Jay Baer is a customer experience and digital marketing pioneer, expert, advisor, researcher, and analyst. He has spent nearly 30 years helping the world's most iconic brands gain and keep more customers.

A 7th-generation entrepreneur, Jay has written six best-selling books, and founded five, multi-million dollar companies. Jay is an inductee into the halls of fame for professional speaking and word-of-mouth marketing, and the creator of multiple award-winning podcasts. He is also one of just two people in the world listed as one of the top 30 "Global Gurus" in two different knowledge categories (customer service and internet marketing).

He founded the strategy and analysis firm Convince & Convert and is a board member of Experience Dynamic, a full-stack customer experience services collective. Media outlets like CNBC, NPR, Fox Business, and The Wall Street Journal frequently rely on Jay to comment and contextualize top trends.

His very popular twice-monthly newsletter is at TheBaerFacts.com. Jay loves growing businesses, delivering presentations (in-person or virtual) that audiences love, and plaid suits (meeting planners get to pick which suit he wears). He's also a licensed tequila sommelier and a certified BBQ judge. 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.

Have you ever wondered what really separates elite hockey programs from your local community team?

Join Larry Sprung as he chats with Matt Dumouchelle, a seasoned media professional, and Assistant General Manager for the Leamington Flyers, who dives into the fascinating world of elite youth hockey academies.

Matt shares insights from researching top hockey programs around the globe, his involvement with The Coaches Site, and the unique journey that led him to become an influential voice in the sport. Whether you're a hockey parent, coach, or enthusiast, you'll uncover valuable strategies for player and personal development.

Larry and Matt discuss:

• The role of collaboration, alignment, and communication in top hockey programs
• Differences between European and North American hockey development models
• The importance of focusing on player development over winning at young ages
• How elite hockey academies create well-rounded individuals beyond just athletes
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Larry Sprung
• Hockey Factories
• Glass and Out Podcast

Connect with Larry Sprung:

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

Connect with Matt Dumouchelle:

• LinkedIn: Matt Dumouchelle
• Instagram: Matt Dumouchelle
• X (Twitter): Matt Dumouchelle
• The Coaches Site: Matt Dumouchelle

About our Guest:

Matt Dumouchelle is the Assistant GM of OJHL's Leamington Flyers, Assistant GM of BioSteel Sports Academy, contributor to The Coaches Site, being best known as the author of the Hockey Factories series.

Guests on the Mitlin Money Mindset Show 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.

Did you know that the average household owns 25 different financial instruments?

How many do you have, and do you know how they all fit together?

Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial planning. Follow along to learn how about this tool and how it's visual representations can simplify complex financial scenarios, uncover hidden assets, and improve communication between you and your advisors.

Larry and Adam discuss:

• Adam's journey from a financial planner to founding Asset-Map
• How visualization can help you understand complex financial plans
• The importance of intentionality in both professional and personal life
• The value of coaching and evolving with different coaching styles
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Larry Sprung
• Asset-Map

Connect with Larry Sprung:

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

Connect with Adam Holt:

• LinkedIn: Adam Holt

About our Guest:

Adam Holt is an ex financial advisor but is known for his early adoption of technology to build Asset-Map, LLC, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide.

Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.

Guests on the Mitlin Money Mindset Show 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.

Curious about the human side of financial planning and how it can transform relationships?

This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors and clients bridge the gap between money and emotions.

Learn how understanding thoughts, emotions, and behaviors around money can lead to better financial health and harmony in relationships.

Larry and Ashley discuss:

• Ashley's transition to financial therapy and the creation of Beyond The Plan
• The importance of integrating the human aspect in financial planning
• Practical tips for couples on how to handle financial disagreements
• The holistic approach to achieving a wealthy marriage beyond just financial aspects
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Lawrance Sprung
• The 80/80 Marriage by Nate Klemp and Kaley Klemp
• The Gottman Institute

Connect with Larry Sprung:

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

Connect with Ashley Quamme:

• LinkedIn: Ashley Quamme
• X (Twitter): Ashley Quamme
• Instagram: Ashley Quamme
• Beyond The Plan

About our Guest:

Ashley Quamme is the owner and founder of Beyond The Plan. She holds a bachelor's degree in Psychology from Appalachian State University and Masters in Science in Marriage and Family Therapy at Valdosta State University. In addition to her master's degree, Ashley completed a graduate certificate in Financial Therapy from Kansas State University. Driven by her passion for learning and professional growth, she obtained certifications as a Certified Financial Behavior Specialist® and a Certified Financial Therapist-Practitioner.

With over a decade of experience as a couple's therapist and the owner of her practice, The Wealthy Marriage, Ashley has gained profound insights into the dynamics of successful relationships. Throughout her career, she has actively engaged in teaching couples, mentoring practitioners, and advising on the essential relational skills necessary for healthy relationships. The Wealthy Marriage serves as a dedicated clinical space where couples and individuals can explore and enhance their connections with money, themselves, and each other.

Guests on the Mitlin Money Mindset Show 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.

Do you want to travel more but spend less?

Join Larry as he sits down with Lee Huffman, the mastermind behind BaldThoughts and host of the We Travel There podcast! Lee shares his top travel tips from how to maximize travel rewards to advice for aspiring content creators.

Follow along to learn how Lee transitioned from corporate finance to becoming a travel hacking expert and discover the secrets behind stretching your travel dollars further than you've ever imagined.

Larry and Lee discuss:

• Lee's background in finance and his journey to becoming a travel 'guru'
• Travel hacks for beginners, including using dining programs and shopping portals
• Real-life examples of saving big on travel costs
• Lee's favorite content and advice for aspiring content creators
• 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 Lee Huffman:

• Instagram: Lee Huffman
• LinkedIn: Lee Huffman
• X (Twitter): Lee Huffman
• Bald Thoughts
• We Travel There

About our Guest:

Lee Huffman is the writer behind Bald Thoughts and host of the We Travel There podcast.

Lee loves to write about the latest trends in travel, credit card rewards, and personal finance. It's a passion of is to educate people on how to "win" at the rewards game and achieve financial independence.

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.

Brian Tully, Esq. is the founder and managing partner of Tully Law Group. He enjoys serving his clients and the community as a trusted senior advocate in the legal, financial, and healthcare realms.

Brian's firm is known for a unique and comprehensive elder care service called "Life Care Planning" which combines asset protection, Medicaid qualification, care coordination, advocacy, and crisis intervention.

He also provides traditional elder law and trusts and estates services with a focus on Guardianship and Probate proceedings and Estate and Trust Litigation.

Listen in for some great takeaways about Brian and his journey to helping families navigate the financial and legal challenges of aging.

• Learn more about Brian Tully and his law firm [2:42]
• What is estate planning? Why is it important? [5:38]
• Common misconceptions about estate planning [7:00]
• Why the Tully Law Group has a social worker on staff [11:48]
• Key documents for estate planning and end-of-life care [17:34]
• Get your copy of Financial Planning Made Personal! [21:23]
• Some common estate planning mistakes [22:04]
• Helping families understand the importance of planning [23:53]
• Healthcare proxies and Power of Attorney for young adults [26:38]
• Handling guardianship and inheritances for minor children [29:35]
• What Brian did today that put him in the right mindset for success [32:56]

• Get two FREE chapters of Financial Planning Made Personal!

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Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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