Episodios

  • Financial Tortoise: Slow and Steady Approach to Wealth Building with Tae Kim
    Apr 30 2025

    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.

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    38 m
  • Stop Spamming, Start Connecting: Harris Fanaroff's LinkedIn Revenue Formula
    Apr 23 2025

    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.

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    35 m
  • Finding True Wealth with Brian Portnoy
    Apr 16 2025

    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.

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    38 m
  • Unleashing Creativity with Kyle Scheele: From Crazy Ideas to Inspiring Impact
    Apr 9 2025

    Creativity isn’t reserved for a select few—it’s a universal trait that can spark profound change.

    In this episode of Mitlin Money Mindset®, Larry Sprung interviews Kyle Scheele, renowned keynote speaker and “Patron Saint of Crazy Ideas.”

    Kyle shares his unique journey of transforming wild ideas into impactful projects, emphasizing the importance of creativity, persistence, and community in unlocking potential.

    Kyle discusses:

    • How embracing creativity in everyday roles can lead to unexpected success
    • The pivotal moments that shaped his career, including selling T-shirts and pitching to Urban Outfitters
    • Overcoming fear and excuses to embrace opportunities, as demonstrated by his TikTok journey
    • Encouraging creativity within teams by valuing and seeking input from all stakeholders
    • The lessons learned from his ventures, including the power of persistence and collaboration
    • 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 Kyle Scheele:

    • Website: Kyle Scheele
    • TikTok: Kyle Scheele
    • Instagram: Kyle Scheele
    • LinkedIn: Kyle Scheele
    • Facebook: Kyle Scheele

    About our Guest:

    Kyle Scheele has been called “the patron saint of crazy ideas”. Whether he’s having a Viking funeral for the regrets of 21,000 people, hosting the world’s first fake marathon, or gaining a million TikTok followers in just 25 hours, Kyle is always on the lookout for crazy ideas that produce wildly outsized outcomes.

    Over the last decade, his projects have been featured in outlets like Fast Company, WIRED, The Washington Post, Yahoo!, BuzzFeed, UpWorthy, Goalcast, and more. His videos have been viewed over 250 million times, and he has spoken to hundreds of thousands of audience members across the United States. More than anything, Kyle hopes that his story can inspire others to chase their own crazy ideas and become the people they were meant to be.

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    43 m
  • Understanding NIL Agreements and Athlete Rights with Mit Winter
    Apr 2 2025

    The ability for athletes to profit from their Name, Image, and Likeness (NIL) has opened new opportunities—but also new risks.

    How can young athletes protect themselves from bad contracts? What legal changes are shaping the future of college sports?

    In this episode of Mitlin Money Mindset®, Larry Sprung interviews Mit Winter, Attorney at Kennyhertz Perry, about the evolving NIL landscape, the risks athletes face, and how legal shifts could impact college and high school sports. Mit shares insights on contract pitfalls, NCAA policy changes, and the potential for athletes to be classified as employees.

    Mit discusses:

    • The importance of reviewing NIL contracts carefully and how some athletes have been taken advantage of
    • The NCAA’s recent settlement that removes scholarship limits in favor of roster limits, affecting different sports in various ways
    • How the transfer portal and NIL deals have transformed college athlete recruitment into a financial negotiation
    • The potential classification of college athletes as employees and the legal battles shaping this shift
    • High school athletes profiting from NIL deals, the challenges of financial oversight, and concerns about protecting young athletes’ earnings
    • 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 Mit Winter:

    • X: @WinterSportsLaw
    • Instagram: @mitwinter40
    • LinkedIn: Mit Winter

    About our Guest:

    Mit is a college sports attorney based in Kansas City. He currently represents numerous universities, NIL collectives, businesses, athletes, and agents in NIL and other college sports related matters, and is often sought out by the media and others for his expertise in those areas. Previously, he represented the NCAA and conferences such as the Big 12 in a number of legal matters, including a number of cases related to college athlete compensation. He has been recognized numerous times by his peers as a Super Lawyer in the sports and entertainment law category and in the past two editions of Best Lawyers in America for his work in sports law. Mit was also recently named to the Missouri Lawyers Power List top 100, which recognizes the top 100 attorneys in the state of Missouri, and and has been recognized by On3 as one of the top 25 most influential figures in NIL and by SilverWaves Media as one of the 70 most impactful people in the NIL space. In addition to his work in the college sports law space, Mit is also a former Division I college basketball player at William & Mary. He somehow still holds the record for most points scored (36) by a William & Mary player in Kaplan Arena (although he's sure it will be broken soon).

    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.

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    37 m
  • Demystify Digital Marketing with Samantha Russell
    Mar 26 2025

    Marketing can make or break a business, clear and compelling communication is more important than ever.

    How can you stand out in a crowded space?

    How can they use digital tools to connect with clients more effectively?

    In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Samantha Russell, Chief Evangelist at FMG, about strategies you can use to grow their businesses through digital marketing.

    She shares insights on content strategy, social media, and branding, emphasizing the importance of clarity, engagement, and community-building.

    Samantha discusses:

    • How simplifying language and avoiding jargon helps you connect better with their audience
    • The impact of Google verification and reviews on local search rankings and credibility
    • The power of social media engagement and how authentic interactions can strengthen professional relationships
    • Her late husband Ryan Russell’s legacy, including his bestselling children's book and its lasting impact
    • The importance of teaching children gratitude, cultural awareness, and an appreciation for different perspectives
    • 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 Samantha Russell:

    • LinkedIn: Samantha Russell
    • X: Samantha Russell
    • Website: Samantha Russell
    • Website: FMG Suite

    About our Guest:

    Samantha is the Chief Evangelist at FMG and has been helping financial advisors grow through creative digital marketing and communication strategies for the last 10+ years. A big part is helping them switch their mindset from an "outbound cold sales" to a "warm inbound" approach. The strategies she teaches (including optimal website design, SEO, content marketing, social media, and video) have helped thousands of advisors experience significant organic growth and new business over the last 10 years. Samantha is a prolific speaker and content creator, and she often appears on stage at conferences and on the pages of well-known industry publications. She is an Investment News 40 Under 40 award winner, a ThinkAdvisor Luminary, and a WealthManagement.com "10 to Watch" honoree.

    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.

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    33 m
  • Decoding Food Labels and Clean Eating with Jen Smiley
    Mar 19 2025

    Are your favorite foods secretly sabotaging your health?

    Learn how to break free from processed foods and embrace clean eating.

    In this episode of Mitlin Money Mindset®, Larry Sprung interviews Jen Smiley, founder of Wake Up and Read the Labels, about her mission to transform health through mindful eating. Jen shares her journey from personal health struggles to empowering others by teaching how to spot hidden additives and choose clean ingredients.

    Jen discusses:

    • How ultra-processed foods impact health and contribute to inflammation, fatigue, and other issues
    • The importance of reading food labels and avoiding misleading packaging claims
    • The transformative potential of swapping common ingredients for healthier alternatives
    • Her entrepreneurial journey, creating resources like online courses and an app to support clean eating
    • Strategies for making cleaner food choices more accessible, affordable, and impactful for families
    • 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 Jen Smiley:

    • Website: TheLabelLetter.com
    • Youtube: Wake Up And Read The Labels
    • Facebook: Wake Up And Read The Labels
    • Instagram: Wake Up And Read The Labels
    • Podcast: Wake Up And Read The Labels

    About Our Guest:

    Jen Smiley suffered from asthma, stubborn weight, and inflammation for most of her life. Specialists kept testing and prescribing medications with no real answer as to why this is happening. Nothing changed until Jen decided to read the back of a seemingly healthy food product and noticed she was consuming ingredients she couldn't even pronounce. This sent her on a Wake UP! Mission to find foods made with real ingredients she could recognize and pronounce. After years of research, she found every clean swap making her menu expand instead of the usual restriction and her health took a complete turn for the better. She started coaching family and friends – all of which saw better bloodwork results, physical and mental changes and word of mouth spread creating Jen to be a food coach.

    In 2019, Jen launched Wake Up and Read The Labels, a wellness company dedicated to helping consumers understand what's actually inside of their food and revolutionize their grocery shopping. But it didn’t stop there - Jen launched The Label Letter, a weekly digital newsletter which includes anti- inflammatory recipes, clean food product swaps, dining out tips plus non- toxic essentials that are made with real ingredients embodying a true anti- inflammatory way of life that can help people feel their best.

    Wake Up also has other digital products to help you find clean food swaps - product recommendation sheet, membership app, online course and cookbook.

    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.

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    34 m
  • Rethinking Retirement: Financial and Life Planning with Christine Benz
    Mar 12 2025
    Retirement is more than just numbers—it's about creating a fulfilling life beyond work. How can you build a financial plan that supports your goals, while also considering purpose, health, and personal fulfillment? What strategies can help you balance your portfolio and minimize risks as you prepare for retirement? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her journey in the financial industry, key insights from her book How to Retire, and practical advice for building a balanced, sustainable retirement plan. Christine discusses: The importance of planning beyond just finances, including visualizing your retirement lifestyle and finding purposeHow simplifying investment portfolios and focusing on cost-efficient funds can improve long-term financial outcomesThe risks of holding too much company stock and strategies for maintaining diversificationHow women can strengthen their financial future, especially in light of caregiving responsibilities and potential impacts of divorceWhy a phased approach to retirement, rather than an abrupt stop, can lead to greater fulfillment and longevity in both career and lifeAnd 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 SprungInstagram: Larry SprungFacebook: Larry Sprung X (Twitter): Larry Sprung Connect with Christine Benz: Website: Morningstar LinkedIn: Christine Benz X: @christine_benz How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine BenzThe Long View Podcast About our Guest: Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. Benz is author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Harriman House, September 2024). She also wrote 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010) and Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, published in 2005. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management. Before assuming her current role in 2008, she served as Morningstar's director of mutual fund analysis and was editor of Morningstar Mutual Funds and Morningstar FundInvestor. Benz holds a bachelor’s degree in political science and Russian from the University of Illinois at Urbana-Champaign. She is president of the board for the John C. Bogle Center for Financial Literacy. Benz is also a member of The Alpha Group, a group of thought leaders from the wealth management industry from across the country. In her free time, she works with underprivileged women to improve their understanding of personal finance concepts. 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.
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    39 m
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