Join us as we explore the journeys of Larry Sprung, a renowned founder and financial advisor. Larry shares insights from his book, Financial Planning Made Personal, emphasizing the importance of finding joy in the financial planning process and aligning it with individual goals. 

We delve into the challenge of quantifying joy and how success in financial planning can be measured by helping clients achieve their unique joyous moments. Larry explains that joy differs for each family he works with, ranging from financial milestones to experiences and retirement goals. He highlights the importance of spending time with clients to understand their unique sources of joy and designing a financial plan around those aspirations.

Larry also reveals the meaningful story behind Mitlin Money, a name that embodies the values of two influential individuals in his life. We discuss the Mitlin Money Mindset Podcast, which explores money mindset and mental health, highlighting the interconnectedness of physical, mental, and financial well-being.

Tune in to gain inspiration and practical advice on unleashing your potential and finding joy in your financial journey.

 

TOPICS DISCUSSED:

- Larry Sprung's book, Financial Planning Made Personal

- Incorporating Joy into Financial Planning

- Quantifying Joy in Financial Planning

- The Meaning Behind Mitlin Money

- The Mitlin Money Mindset and Mental Health

 

NOTEWORTHY QUOTES:

"Financial planning is a means to an end in terms of getting joy out of our lives." - Larry Sprung

"Spend time deciphering what brings joy to your life and build your financial plan around that." - Larry Sprung

"If we help clients reach their joyous occasions and experiences, it means we've helped them reach their financial goals too." - Larry Sprung

"But what was so fascinating to that was our attachment to things and how we put emotion into the things that are around us. And some of that breeds obligation. And so we as a society, I think, have almost prioritized obligation over the things that bring us joy...So it's important to us as leaders to manage those moments of joy and to prioritize joy for our staff and ourselves so that we can be those purposeful leaders that really breed true prosperity for ourselves and our communities." - Jack Smith

"And that's really, as leaders, it's our job to be vulnerable and to kind of share that and pursue those moments of joy without apology, unabashedly." - Jack Smith

 

LET'S CONNECT:

YouTube: https://www.youtube.com/@Purposeful_Prosperity 

TikTok: https://www.tiktok.com/@heyjacksmith 

Website: https://www.heyjacksmith.com/podcast 

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Website: www.fortunabmc.com 

 

CONNECT WITH LARRY SPRUNG AND MITLIN FINANCIAL:

LinkedIn: https://www.linkedin.com/in/lawrencesprung/

Website: https://www.mitlinfinancial.com/