Mitlin Money Mindset

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

Tech founder, true entrepreneur, and REBL Dad, Adam Rossi shows what's possible after selling and starting over. In this episode, he shares what really happens after a big exit and how he's doing things differently this time around.

We talk about the surprising moves he's made since, from partnering with his wife in a new business venture to bringing his kids to business meetings. You'll also hear why having a digital presence is non-negotiable, how he's prioritizing his health, and what you can do to avoid post-sale depression.

Today's episode covers:

• Founding Platinum Solutions and the unpredictability of business

• Why spouses can make the best business partner

• The role marriage and family values play in business

• How to raise grateful his kids and the importance of financial literacy

• Finding support in the REBL Dads community

• How content creation has changed the game

• The entrepreneurial X factor and what it takes to succeed

• How to prepare for a business exit

• Prioritizing physical and mental health

Resources:

• 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 Adam Rossi:

• LinkedIn: https://www.linkedin.com/in/adamrossi-indie/
• X (Twitter): https://x.com/rossiadam
• INDIE Co. Website: https://indieco.com
• TotalShield Website: https://totalshield.com

About our Guest:

Adam Rossi is an Inc. 500 entrepreneur, investor, business owner, and engineer. Adam is currently the CEO and owner of INDIE LLC, an operator of and investor in commercial real estate, software, and manufacturing companies. Adam is also the CEO and owner of TotalShield, a manufacturer of ballistic and explosive shielding solutions for space, aerospace, energy, and industrial customers. Prior to INDIE and TotalShield, Adam Rossi co-founded and was president of Platinum Solutions from 1999 to 2010, when the company was acquired by SRA International. Adam recognized the need for a nimble company that could consistently deliver software solutions to address the complex, mission critical needs of federal law enforcement, intelligence, and defense. A pioneer in the development of secure web-based systems, Platinum Solutions' applications helped the federal government collaborate with state and local law enforcement, securely share information across agencies, and extract the maximum value from information in many languages and formats. Platinum Solutions developed software that helped to decipher and monitor terrorist communications and arrest violent criminals.

Disclosure:

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

This episode was produced by Podcast Boutique https://www.podcastboutique.com

Turning your passion into a meaningful career is more possible than ever, especially when paired with authenticity and smart use of social media.

In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Nick Bowins, founder of Working in Hockey, about his journey from a small town in Ontario to building one of the biggest online hockey communities. Nick shares how he combined creativity, persistence, and a deep love for the game to open career doors for himself and others through platforms like Instagram and LinkedIn.

Nick discusses:

• How his entrepreneurial path began during the pandemic, when he used social media to stay connected to the game he loved
• His role in growing Hockey Collective to over 400,000 followers and why he moved on to launch Working in Hockey
• Why authenticity, relatability, and storytelling matter more than ever in building personal brands and content online
• The three categories for social media content: entertain, educate, and showcase, and how businesses and athletes can use each
• How Working in Hockey helps job seekers break into the sport by curating all available opportunities and challenging teams to broaden their hiring reach
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Lawrence Sprung
• Download Your Free Copy of the Couple's JOYful Money Guide

Connect with Larry Sprung:

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

Connect with Nick Bowins:

• LinkedIn: Nick Bowins
• Instagram: Nick Bowins
• LinkedIn: Working in Hockey
• Instagram: Working in Hockey
• Website: Working in Hockey

About our Guest:

Born and raised in small-town Ontario, Nick's life has always revolved around hockey and creativity. From building Hockey Collective and working with OHL teams, to founding Working in Hockey, Nick has an evident knack for hockey media and marketing, and knows how to both relate to and educate people. Outside of hockey, Nick currently works as the Director of Operations for a data and software company called ShyftLabs, while living in New York City.

Disclosure:

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

What if your doctor could also help you plan your financial future?

In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Carolyn McClanahan, M.D., CFP®, a physician-turned-financial planner and founder of Life Planning Partners.

She shares how her medical background shaped her philosophy around financial planning, why empathy and honesty matter in client relationships, and how understanding aging and cognitive decline leads to better financial outcomes.

Together, they explore how to create meaningful conversations and a values-aligned financial life.

Carolyn discusses:

• How her husband's career change sparked her transition from medicine to financial planning and led to the founding of Life Planning Partners
• Why financial planning should treat the "whole person," integrating tax, insurance, estate, and cash flow considerations, not just investments
• How her medical training informs her approach to planning for aging, cognitive decline, and real-life health risks often overlooked in financial discussions
• The importance of communication, emotional intelligence, and mutual respect in advisor-client relationships, including a firm policy of "no mean people"
• Why advisors should focus clients on using money for value, purpose, and JOY, rather than aimless accumulation
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Lawrence Sprung
• Download Your Free Copy of the Couple's JOYful Money Guide

Connect with Larry Sprung:

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

Connect with Carolyn McClanahan:

• LinkedIn: Carolyn McClanahan
• X (Twitter): Carolyn McClanahan
• Facebook: Carolyn McClanahan
• Website: Life Planning Partners

About our Guest:

Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times.

Disclosure:

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

How do you pivot from a record-breaking NFL career to transforming the investment space?

Marques Colston shares his compelling story of grit, adaptation, and leading with purpose.

In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Marques Colston, a Super Bowl champion and founding partner of Champion Venture Partners. Marques reflects on his journey from being an overlooked draft pick to a trailblazer in democratizing sports investments, emphasizing resilience, operational excellence, and accessibility for all investors.

Marques discusses:

• His transition from NFL athlete to entrepreneur and the pivotal role of self-awareness
• The vision behind Champion Venture Partners and its focus on accessibility in investments
• The parallels between sports and business, highlighting discipline and risk-taking
• How fractional ownership and emerging sports are reshaping the investment space
• The significance of education and empowering new investors for long-term impact
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Lawrence Sprung
• Download Your Free Copy of the Couple's JOYful Money Guide

Connect with Larry Sprung:

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

Connect with Marques Colston:

• Website: Champion Venture Partners
• Website: Marques Colston
• LinkedIn: Marques Colston
• Twitter: Marques Colston
• Instagram: Marques Colston
• LinkedIn: Champion Venture Partners
• Instagram: Champion Venture Partners
• Facebook: Champion Venture Partners
• TikTok: Champion Venture Partners
• YouTube: Champion Venture Partners

About our Guest:

A seasoned business leader, Marques's business career is shaped by the perspectives and lived experiences gained from his journey to becoming an unlikely NFL standout.

Marques's journey from small school prospect through a decade-long NFL career taught him how success has to be earned everyday, and sustaining it at the highest level requires humility that allows you to be an active learner, curiosity to explore new ways to unlock value, and confidence built on preparation and repetition.

This philosophy is the foundation of Marques's post-football journey as an entrepreneur, educator, financial advisor, and executive coach and strategic consultant for dozens of companies – startups to Fortune 100.

His diverse path is connected by the vision to empower underserved and underestimated communities, helping them envision and achieve beyond their current limitations.

CVP represents an opportunity for Marques to leverage his passion, skills, influence, and access to build a firm with the potential to build a legacy of doing well and good, by creating access to wealth building opportunities to a more diverse group of investors.

Disclosure:

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

Can you pay off $300,000 in debt and become a millionaire in your thirties? Bernadette Joy did, and she's here to tell you how.

In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Bernadette Joy, CEO of Crush Your Money Goals®, to discuss her journey from corporate employee to self-made millionaire and bestselling author.

She shares the personal motivations behind her financial transformation, her unique approach to coaching others, and the hard truths about entrepreneurship, debt, and building true wealth. Bernadette also opens up about the importance of financial conversations, especially with parents, and advocating for wealth equity.

Bernadette discusses:

• How her background and family experiences shaped her mission to help others achieve financial control and independence
• The turning point that led her from corporate HR to entrepreneurship, and eventually launching Crush Your Money Goals®
• Her candid view on the cost and value of education, and how her MBA debt impacted her perspective on money
• The critical need for early and honest financial conversations within families, especially around aging parents and retirement
• Her commitment to closing the wealth gap for women and empowering others, especially women, to confidently self-promote and lead their financial lives
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Lawrence Sprung
• Download Your Free Copy of the Couple's JOYful Money Guide
• CRUSH Your Money Goals: 25 Smart Money Habits to Save, Invest, and Fast-Track Your Financial Freedom by Bernadette Joy

Connect with Larry Sprung:

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

Connect with Bernadette Joy:

• LinkedIn: Bernadette Joy
• Instagram: Bernadette Joy
• Website: Crush Your Money Goals®
• YouTube: @bernadebtjoy

About our Guest:

As the eighth child in her father's brood of nine and a first-gen Filipina-American, Bernadette Joy understands those who feel like they missed the money memo.

Sure, she boasts two bachelor's and a master's, and a decade of Fortune 100 and startup experience. But her real street cred? Paying off a jaw-dropping $300,000 of debt in three years and investing her first $1 million in her 30s!

She's also the CEO of Crush Your Money Goals®, a personal finance training company serving up education with a side of pizzazz. A top journalist featured in Forbes, CNBC, and CNET and has appeared on more than 50 podcasts, national radio shows, and TV segments.

In the past year, Bernadette has spoken on some of the biggest stages, including South by Southwest, Nasdaq, FinCon, and TEDxHouston, following in the footsteps of her hero, Brené Brown.

Her debut book, Crush Your Money Goals®, published by Simon & Schuster, is available now and was named one of Oprah Daily's top 10 books for personal growth in 2025!

Today, she coaches hundreds nationwide, sharing her 5-step secret recipe for ditching debt, mastering savings, and investing for financial peace.

When she's not speaking, she's practicing early retirement: K-Pop, yoga, karaoke, and spoiling her nieces and nephews as their traveling rich auntie.

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.