Mitlin Money Mindset

Lawrence Sprung
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Podcast: Mitlin Money Mindset

Welcome to Mitlin Money Mindset® wiith your host, Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey. Each week, he'll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don't just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you're saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you're in the right place. We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did YOU do today that brought you JOY?®

  1. 1 G FA

    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.

    26 min

  2. 11 SET

    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: modonnell@myempowhered.com 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.

    34 min

  3. 4 SET

    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.

    36 min

  4. 28 AGO

    Discover the Heartbeat Behind Mitlin Money Mindset®: Special 200th Episode (Ep. 200)

    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

    32 min

  5. 21 AGO

    Inside the Mind of Bestselling Author Kristen Proby (Ep. 199)

    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.

    37 min

  6. 14 AGO

    The Future of Women's Hockey with Sadie Lundquist (Ep. 198)

    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.

    38 min

  7. 7 AGO

    Scaling Your Business with Social Media: Insights from Thomas Kopelman (Ep. 197)

    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.

    39 min

  8. 31 LUG

    The Secrets Behind The Time to Win with Jay Baer (Ep. 196)

    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.

    36 min
Elenco completo (203)

Descrizione

Welcome to Mitlin Money Mindset® wiith your host, Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey. Each week, he'll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don't just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you're saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you're in the right place. We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did YOU do today that brought you JOY?®

Informazioni

  • Creatore
    Lawrence Sprung
  • Anni di attività
    2020 - 2024
  • Puntate
    203
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © Mitlin Financial Inc®
  • Sito web del podcast
    Mitlin Money Mindset

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