What if the key to financial well-being lies not in racing ahead but in adopting a slow and steady approach?

In this episode of Mitlin Money Mindset®, Larry Sprung interviews Tae Kim, the founder of Financial Tortoise, about his journey from corporate finance to entrepreneurship. Tae shares his insights on the power of YouTube, the importance of a gradual approach to financial growth, and the rewards of aligning work with personal priorities. He also reflects on his personal growth and the JOY of achieving flexibility.

Tae discusses:

• His transition from a decade-long career in corporate finance to founding the Financial Tortoise YouTube channel
• The financial wake-up call he experienced after getting married and recognizing his responsibility to his family
• His and his wife's five-year process of financially and mentally preparing for the shift to entrepreneurship
• The power of YouTube as a platform for sharing information, building a business, and marketing, as well as his surprise at the positive reception of his educational content
• The importance of taking a slow and steady approach to finances
• 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 Tae Kim:

• YouTube: Tae Kim - Financial Tortoise
• Website: Financial Tortoise
• Instagram: Tae Kim (@financialtortoise)

About Our Guest:

Tae Kim is the founder of Financial Tortoise, a platform dedicated to guiding individuals toward financial independence and well-being through sustainable and mindful strategies. With a background spanning corporate finance and a passion for sharing practical financial knowledge, Tae offers a refreshing perspective on wealth building, emphasizing simplicity, patience, and aligning financial decisions with personal values. His insights, shared through platforms like YouTube, draw from his own experiences, including overcoming significant debt and prioritizing family and flexibility in his career path.

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.

Want to transform your LinkedIn from a digital resume to a revenue-generating machine?

It's about moving beyond spamming and focusing on genuine connections that provide value.

In this episode of Mitlin Money Mindset®, Larry Sprung interviews Harris Fanaroff, the founder of Linked Revenue, about strategies for leveraging LinkedIn to build relationships and drive business growth. Harris shares his journey as an entrepreneur and his insights into using LinkedIn for business development. He emphasizes the importance of authentic engagement and providing value to build lasting connections.

Harris discusses:

• How he helps executives use LinkedIn to generate revenue through thought leadership, network growth, and business development
• The importance of optimizing your LinkedIn profile, especially the "About" section, to make a strong first impression
• Why giving away information and providing value can lead to inbound leads and establish credibility
• The limitations of AI in building genuine business relationships and the importance of human connection
• The valuable lessons learned from being an athlete, such as discipline, resilience, and the ability to handle failure
• 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 Harris Fanaroff:

• LinkedIn: Harris Fanaroff
• X: Harris Fanaroff
• Website: Linked Revenue
• Harris@Linked-Revenue.com
  

About our Guest:

Harris Fanaroff is the Founder of Linked Revenue. Linked Revenue is a company that helps Executives and sales and marketing teams utilize LinkedIn to generate new business.

They focus on 3 areas:

1. Helping executives generate thought leadership content

2. Growing and nurturing their network

3. Creating a business development strategy and executing on it

Harris has over 28,000 followers on LinkedIn and has spent the last 4 years understanding how to best use the platform. He lives right outside Washington DC with his 1-year-old son and wife. He was a former MLB draft pick and Division 1 college baseball player.

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.

Money and meaning are often treated as separate conversations, but what if they were deeply connected?

How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment?

In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers.

Brian shares:

• His multifaceted career journey and how it led to founding Shaping Wealth
• The profound difference between being rich and being wealthy
• The concept of funded contentment and its transformative impact
• Insights on guiding the next generation toward meaningful financial planning
• The paradigm shift in financial planning from a product-focused approach to a relationship-centered one
• And more!

Resources:

• Mitlin Financial
• The JOY and Productivity Journal by Lawrence Sprung
• Download Your Free Copy of the Couple’s JOYful Money Guide
• The Geometry of Wealth: How to shape a life of money and meaning Paperback by Brian Portnoy

Connect with Larry Sprung:

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

Connect with Brian Portnoy:

• LinkedIn: Brian Portnoy
• X: Brian Portnoy
• Instagram: Brian Portnoy
• Website: Shaping Wealth

About our Guest:

Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry's premier learning & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 15 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and his undergraduate degree at the University of Michigan.

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.