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Mitlin Money Mindset
Mitlin Money Mindset
Author: Lawrence Sprung
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Hosted by Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®, this podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY.
▪️Expert Insights: Gain advice from engaging guests, helping you navigate your future with confidence.
▪️JOYful Money Management: Discover how to make managing your money a JOYful experience.
▪️Inspiring Stories: Hear real-life stories that motivate you to pursue your dreams and find JOY in the journey.
Remember to ask yourself: What did you do today that brought you joy?®
▪️Expert Insights: Gain advice from engaging guests, helping you navigate your future with confidence.
▪️JOYful Money Management: Discover how to make managing your money a JOYful experience.
▪️Inspiring Stories: Hear real-life stories that motivate you to pursue your dreams and find JOY in the journey.
Remember to ask yourself: What did you do today that brought you joy?®
275 Episodes
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What good is hard work if you lose the joy that got you started? Former pro goalie Paul Cohen knows that hustle alone isn't enough to truly succeed — in sports, business, or life. In this episode, he shares what his experience on the ice, in corporate, and as a coach taught him about leading a team and building a culture of trust. We also dive into how his coaching philosophy has changed, his "work hard but have fun" motto, and what parents need to know about helping their kids reach the next level in hockey. Topics discussed: Introduction (00:00) Paul's hockey and coaching career (01:25) "Work hard and have fun" coaching philosophy (06:09) The story behind Ultimate Hockey Fans (09:08) 3 pillars of building a trusting team culture (13:03) Why routines are crucial for success (15:25) What it takes to move up in hockey (18:41) Why fun matters at every level of sport (21:39) The inspiration for Twig and Biscuit (22:58) Paul's 2025-26 hockey season predictions (26:37) What brought you JOY today? (28:02) 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 Paul Cohen: Twig and Biscuit Instagram: https://instagram.com/twigandbiscuit_hky/ Ultimate Hockey Fans Instagram: https://www.instagram.com/Ultimatehockeyfans/ Twig and Biscuit Facebook: https://www.facebook.com/people/Twig-Biscuit-Hockey/61577412381528/ Ultimate Hockey Fans Facebook: https://www.facebook.com/UltimateHockeyFans/ LinkedIn: https://www.linkedin.com/company/rink-rats-publishing/ Ultimate Hockey Fans YouTube: https://www.youtube.com/@ultimatehockeyfans8709 Twig and Biscuit Website: https://twigbiscuit.com/ Ultimate Hockey Fans Website: https://ultimatehockeyfans.com/ About Our Guest: Paul Cohen is a semi-retired, performance-driven sales professional with over 15 years of experience at PepsiCo, where he thrived in fast-paced, high-volume environments. Renowned for his creative leadership and consistent success in achieving company objectives, Paul built an outstanding track record in cultivating new business, generating sales, driving marketing initiatives, and fostering exceptional customer relationships. His expertise in analyzing and solving complex business challenges, combined with his unwavering commitment to honesty, integrity, and responsiveness, has set him apart as a trusted leader and partner. Beyond his corporate career, Paul is the founder of Ultimate Hockey Fans and Balanced2Day, an award-winning author; Twig & Biscuit: Learn to Play Hockey and a former professional hockey player -11-year career and was the first goalie in AHL history to score a goal. He has owned and operated Goalie and Hockey camps across North America and Europe, sharing his passion for the sport and mentoring the next generation of athletes. One of the most fun ways that I have ever shared my love for hockey is co-writing Twig & Biscuit: Learn to Play Hockey with my co-author Lee Elias and starting our own publishing company, Rink Rats Publishing. It is the perfect welcome gift for new hockey players, helping them feel confident and excited about the game. This book makes the transition into the youth hockey world fun and easy through an engaging story, step-by-step dressing instructions, and an equipment vocabulary section. 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
What's better than making money? Turning it into something meaningful. In this episode, Derrick Kinney, author of Good Money Revolution, explains how to do exactly that. We talk about what he calls "generosity purpose" and how it can help reduce burnout, make your work feel more fulfilling, and even fuel business growth. He also shares what he's learned as the former owner of a top financial firm, from the power of simple communication to the small, human touches that build trust and make clients want to work with you. Topics discussed: Introduction (00:00) Derrick's money story and passion for giving (01:43) The power of smiling and why it matters (4:28) Reaching the top 1% and why he decided to sell (06:51) Why simple communication wins in business (11:14) Tips for communicating with clients (13:05) What is the "Good Money Revolution"? (14:13) How a generosity purpose combats burnout (15:43) How young professionals can turn their age into an advantage (19:00) Why human connection wins in an AI-driven digital world (22:13) Derrick's "Can I ask you a personal question?" strategy (25:51) How to stand out and be remembered (29:38) What brought you JOY today? (32:42) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Derrick Kinney: LinkedIn: https://www.linkedin.com/in/derrickkinney/ Instagram: https://www.instagram.com/derrickkinney/ X (Twitter): https://twitter.com/derricktkinney/ YouTube: https://www.youtube.com/@DerrickKinney Website: https://www.successforadvisors.com/ About Our Guest: Derrick Kinney is widely considered one of the most engaging and down-to-earth money and business experts in the country. He built one of America's top financial firms and helped countless clients become millionaires. Then, he sold it to give everyone access to his Middle-Class to Millionaire Playbook. As America's Financial Educator, he's a sought-after guest on top podcasts and a go-to expert on FOX, CNN, CNBC, and Yahoo Finance. He's also the Wall Street Journal and USA Today bestselling author of Good Money Revolution. 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
You love your work and your kids, so why does it feel like you have to choose? If you're chasing balance between work and fatherhood, you're trying to solve the wrong problem. In this episode, Young Han, entrepreneur and host of The Girl Dad Show, shares how he stopped asking "How do I balance it all?" and started asking "How can I have it all—career, family, and freedom?" We talk about his five-year plan to reach financial freedom, the values he's teaching his daughters, and how he's working to break the "silent dad" norm. Topics discussed: Introduction (00:00) How Young has built his career and wealth (01:52) What he learned watching his dad's immigrant entrepreneurship journey (03:23) Young's major identify shift after becoming a dad (05:10) Why he decided to scale down and move to a small town (07:20) The five-year sprint to financial freedom (09:16) Figuring out how to stay ambitious and be a good father (12:18) The science-backed reasoning behind his five-year plan (14:25) How to parent your kids when they have different personalities (16:26) The importance of vulnerability and authenticity (19:24) Breaking the "silent dad" norm and the evolution of fatherhood (20:37) Launching The Girl Dad Show podcast (22:50) The joy of being a pet parent (25:30) What brought you JOY today? (27:22) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Young Han: LinkedIn: https://www.linkedin.com/in/younghan/ Instagram: https://www.instagram.com/youngsta/ X (Twitter): https://www.tiktok.com/@built_boring Website: https://www.alwayshan.com About Our Guest: Young Han is an accomplished entrepreneur, fractional COO/CFO, and devoted father who has shaped the growth strategies of major brands like Starbucks, Apple, and Philz Coffee. At just 19, he co-founded a Korean restaurant that achieved over $3 million in its first year—an early taste of the highs and lows of startup life. Throughout his career, Young has embraced "failing forward" to refine his leadership style, develop bulletproof operational systems, and guide multiple ventures beyond the million-dollar revenue mark. What sets Young apart is his unwavering belief in "work-life integration" as opposed to the conventional notion of balance. By weaving self-care practices into daily routines, he's been able to juggle fatherhood, founding new companies, and fractional executive roles without burning out. For Young, personal well-being is a core pillar of building sustainable businesses and leading teams to long-term success. 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
The sneaker game just got smarter, faster, and way more creative! Meet Ben Weiss, the first-time founder of Syntilay who's taking on billion-dollar sneaker giants to reinvent how shoes are designed, made, and sold. In this episode, he shares how they're using AI and 3D printing to create custom footwear and how he caught the attention of Reebok's founder, Joe Foster. Join our conversation to learn how taking risks and embracing new tech can turn bold ideas into real opportunities. Topics discussed: Introduction (00:00) Ben's entrepreneurial beginnings (01:23) Syntilay's mission to disrupt the footwear industry (4:46) How AI and 3D printing are reinventing footwear (06:46) Working with Reebok founder, Joe Foster (08:53) Why creators are underutilized by most brands (11:52) The strategy behind their first launch: the Syntilay slide (16:35) Why manufacturing in the U.S. matters (19:05) The power of AI in business (20:46) How AI could impact businesses and bring new opportunities (21:56) How to approach cold outreach and LinkedIn the right way (23:41) What brought you JOY today? (27:23) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Ben Weiss: Instagram: https://instagram.com/benmweiss/ LinkedIn: https://www.linkedin.com/in/benxweiss/ X (Twitter): https://www.linkedin.com/company/best-dam-tape/ Website: https://syntilay.com/ About Our Guest: Ben is building the future of sneakers, shoes designed with Artificial Intelligence that are entirely 3D printed, accompanied by an excellent team and set of advisors including the legendary Reebok Founder, Joe Foster, original Shark Tank Shark, Kevin Harrington, and others. He hosts the business podcast, LegendsNLeaders, which breaks down the steps it truly takes to become successful and have a positive impact in the world. The podcast has featured outstanding guests like Kevin O'Leary, Shark Tank Shark, Howie Mandel, Steve Madden, Miss Universe, R'Bonney Nola, and has been viewed in the millions. 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
High-profile layoffs, inflation, recession headlines — it's no surprise that investors are worried about a volatile market. But this episode takes a step back from all the noise to look at what the data actually says. Chief Market Strategist Ryan Detrick returns to break down Carson Group's 2026 Market Outlook, from their new stance on global diversification to the asset class you shouldn't overlook. You'll gain insights on AI investing, when (and if) you should worry about a recession, and how to keep fear from driving your decisions. Topics discussed: Introduction (00:00) The meaning behind "riding the wave" of the market (02:14) Recession fears vs. what the data shows (04:51) Labor market trends and what would change the outlook (07:16) A smarter way to think about AI investing (10:30) How to mentally prepare for market volatility (15:54) Global outlook and diversification opportunities (20:04) How long can the bull market really last? (22:52) Bonds and why they still matter (26:11) The mindset shift investors need right now (29:08) Want the full market breakdown? Read the Market Outlook 2026: Riding the Wave into the New Year here: http://mitlin.us/2026outlook Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: https://www.carsongroup.com/research About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. 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. Additional Disclsoures: This material is for general information only and is not intended to provide specific advice or recommendations for any individual This content cannot be copied without express written consent of CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. The S&P 500 is an index of 500 stocks chosen for market size, liquidity and industry grouping (among other factors) designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe. The opinions stated in this presentation should not be construed as direct or indirect advice, or as an offer to buy or sell any securities mentioned herein. This piece contains statements related to our future business and financial performance and future events or developments involving Carson that may constitute forward-looking statements. These statements may be identified by words such as "expect," "look forward to," "anticipate" "intend," "plan," "believe," "seek," "estimate," "will," "project" or words of similar meaning. Such statements are based on the current expectations and certain assumptions of Carson Group's management, of which many are beyond Carson Group's control. These are subject to a number of risks, uncertainties and factors which if one or more of these risks or uncertainties materialize, or should underlying expectations not occur or assumptions prove incorrect, actual results, performance or achievements of Carson Group may (negatively or positively) vary materially from those described explicitly or implicitly in the relevant forward-looking statement. Carson Group neither intends, nor assumes any obligation, to update or revise these forward looking statements in light of developments which differ from those anticipated. This is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The return and principal value of stocks fluctuate with changes in market conditions. Shares when sold may be worth more or less than their original cost. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. A diversified portfolio does not ensure a profit or protect against loss in a declining market. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value. The Bloomberg U.S. Aggregate Bond Index is an index of the U.S. investment-grade fixed-rate bond market, including both government and corporate bonds. The MSCI World ex-U.S. Index captures large and mid-cap representation across 22 of 23 Developed Markets (DM) countries excluding the United States. With 871 constituents, the index covers approximately 85% of the free float adjusted market capitalization in each country. This episode was produced by Podcast Boutique https://www.podcastboutique.com
Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will. In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 David Haughton: LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/ Website: https://www.carsongroup.com About Our Guest: David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies. He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies. To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration. 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
Sports culture isn't exactly built for vulnerability, but stories like Shattered Ice can change that. In this episode, filmmaker Jake Miskin shares how his real-life experiences inspired this film about sports, mental health, and the impact of suicide on the people left behind. You'll hear what it takes to produce an independent film, how he got iconic hockey brands on board, and what coaches, parents, and leaders can do to create a supportive team culture for young athletes. Topics discussed: Introduction (00:00) The premise of the film, Shattered Ice (03:59) How hockey became the vehicle for a mental health story (05:26) The shifting stigma around mental health and suicide (06:42) Casting actors with personal connections to the film (10:42) Why vulnerability from coaches and team leaders matters (12:45) How iconic hockey brands became involved in the film (15:32) What it takes to produce and distribute an independent film (18:48) How to support the mental health of young athletes (23:12) What brought you JOY today? (27:21 Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Jake Miskin: Shattered Ice Instagram: https://www.instagram.com/ShatteredIceFilm/ Jake's Instagram: https://www.instagram.com/jcmiskin/ Facebook: https://www.facebook.com/officialshatteredicethemovie/ YouTube: https://www.youtube.com/@NehoidenBlackBears Jake's LinkedIn: https://www.linkedin.com/in/jake-miskin-25107231 Nehoiden Street Films LinkedIn: https://www.linkedin.com/company/nehoiden-street-films-llc/ Website: http://www.officialshatteredicethemovie.com/ About Our Guest: Jake Miskin is an American screenwriter & producer, born and raised in Needham, Massachusetts. Jake graduated from Needham High School and he went on and played collegiate soccer at Springfield College. Jake graduated with a Bachelor of Science in Sport Management. He is the founder of Nehoiden Street Films and independent film company based in Boston, MA. He is the writer and producer of the film Shattered Ice. 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
Have you ever dreamt up a product in your head? You can see it so clearly, but you have no clue what the first step would be to actually create it. In this episode, the inventor of Click & Carry, Kim Meckwood, shares how she turned a simple idea into a tangible product that's now expanding into 30,000 retail stores. You'll get a behind-the-scenes look at what the patent process is really like and learn where to find free resources that most people don't even know exist. Topics discussed: Introduction (00:00) The origin story of Click & Carry (01:42) Kim's experience on Shark Tank (05:10) Why networking has been the key to her success (07:37) Female inventors and patent ownership (11:03) Where to find free resources for inventors (13:15) Amazon, knockoffs, and product protection (17:19) Kim's accidental hire that fueled her growth (20:15) The rewards of being an entrepreneur (23:02) What brought you JOY today? (26:02) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Kim Meckwood: Facebook: https://www.facebook.com/p/Click-Carry-100063829561602/ Instagram: https://www.instagram.com/clickandcarry/ TikTok: https://www.tiktok.com/@clickandcarry Website: https://clickandcarry.com About Our Guest: Kim Meckwood is the inventor and founder of Click & Carry, a smart, ergonomic handle that helps people carry multiple bags more comfortably and efficiently. The idea came after a breakup left her struggling to carry groceries alone through the obstacle course that was her Los Angeles condo complex. Realizing how common this struggle was, Kim set out to create a simple yet game-changing solution—not just for shoppers, but for seniors with dexterity challenges, travelers schlepping many bags, and athletes hauling gear. What began as a personal necessity has grown into a versatile product with nearly limitless applications. Before launching her own business, Kim built a successful career in medical device and pharmaceutical sales, working with companies like Medtronic and ACADIA Pharmaceuticals. But two breast cancer diagnoses—in 2012 and again in 2021—caused her to reevaluate everything. Those experiences gave her the courage to leave her corporate life behind and go all-in on her invention. Her perseverance paid off: Click & Carry has since landed deals with massive retailers like Albertsons, Lowe's, and Tractor Supply Company. Click & Carry has also been featured on 𝘚𝘩𝘢𝘳𝘬 𝘛𝘢𝘯𝘬 (Season 12, Episode 8), 𝘎𝘰𝘰𝘥 𝘔𝘰𝘳𝘯𝘪𝘯𝘨 𝘈𝘮𝘦𝘳𝘪𝘤𝘢, 𝘛𝘩𝘦 𝘛𝘰𝘥𝘢𝘺 𝘚𝘩𝘰𝘸, and over a dozen times on QVC. Kim's story is proof that resilience, creativity, and a little bit of hustle can turn life's challenges into something truly impactful. 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
Imagine building a $60M company with just four employees — and then selling it. That is Adam Callinan's story with BottleKeeper. In this episode, he shares the constraints that allowed them to scale quickly, why they decided not to sign a deal with Mark Cuban after appearing on Shark Tank, and what ultimately made them sell. Our conversation centers on the common struggles in the entrepreneurial journey and the lessons Adam took into his next company, Pentane. Topics discussed: Introduction (00:00) Adam's introduction into entrepreneurship (01:33) How BottleKeeper became so successful (03:21) The downside of scaling with paid ads (07:09) How constraints help build a business (09:27) BottleKeeper's Shark Tank experience and why they passed on a deal (10:22) Why they decided to sell and how they built value buyers wanted (17:26) Entrepreneurial challenges and their costly growth mistakes (19:43) How Adam is building differently with Pentane (22:30) Social media and embracing authenticity in the age of AI (25:32) What brought you JOY today? (28:47) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Callinan: LinkedIn: https://www.linkedin.com/in/adammcallinan/ Instagram: http://instagram.com/adam_callinan X (Twitter): https://x.com/Adam_Callinan Website: https://pentane.com About Our Guest: Adam Callinan is the founder of Pentane, an advanced version of the system he used to earn $60M+ in profitable revenue with just 4 employees and 0 investors at his prior eCommerce company. Adam previously co-founded BottleKeeper, a bootstrapped eCommerce brand that achieved $8m in revenue in just its third year, with 0 employees. BottleKeeper later appeared on Shark Tank and was acquired in 2021 by Wind Point Partners/RTIC Outdoors, marking Adam's second exit. Adam lives in Montana, writes for INC, and hosts the Growth Mavericks podcast, in addition to being a husband, dad, and avid outdoorsman. 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
The most common myth about financial advisors? That they're required to work in your best interest. In this episode, fiduciary advisor Jason Pereira helps us break down the difference between a financial advisor and a fiduciary advisor. You'll learn what financial planning looks like beyond investing, the risks of relying on AI for financial advice, and how he's fighting for more transparency and accountability in the industry. Topics discussed: Introduction (00:00) Jason's early interest in finance (01:42) How his view of entrepreneurship changed (04:13) The truth about financial advisors and fiduciary duty (05:07) What most people misunderstand about financial planning (10:24) Why pricing models shouldn't be one-size-fits-all (11:42) The positive and negative impact of AI on the industry (15:16) Why advisors should embrace digital intimacy (20:29) Work boundaries that protect your family life (22:56) What brought you JOY today? (25:41) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Jason Pereira: X (Twitter): https://x.com/jasonpereira/ LinkedIn: https://www.linkedin.com/in/pereirajm/ Facebook: https://www.facebook.com/jason.pereira/ Instagram: https://www.kidsfirst.org/nl/ TikTok: http://tiktok.com/@jason.m.pereira Bluesky: https://bsky.app/profile/jasonpereira.bsky.social Threads: https://www.threads.com/@jasonmpereira Website: https://jasonpereira.ca/ Woodgate Financial: https://www.woodgate.com/ About Our Guest: Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 400 fintech founders, executives, and thought leaders in the space. 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
Screen overload isn't the enemy — mindless watching is. So instead of "how do we limit screen time," let's ask, "how do we teach kids to think and not just scroll?" As co-founder of KIDS FIRST!, Ranny Levy has spent decades helping families navigate a fast-changing media landscape. In this episode, she shares a more realistic approach to media literacy that helps kids make better choices. Hear how the organization's kid-driven media keeps them engaged in a smarter, more confident way and develops lifelong skills that go beyond media! Topics discussed: Introduction (00:00) The mission of KIDS FIRST! (03:30) How the organization has evolved with media (04:57) Why limiting screen time alone doesn't work anymore (07:17) How KIDS FIRST! teaches children to engage in media (08:10) Finding talent and developing real-life skills (10:50) Success stories beyond media and entertainment (13:31) KIDS FIRST! Coming Attractions podcast (16:48) KIDS FIRST! Film Festival and global reach (18:00) Their stance on gambling and sensitive content (22:48) What brought you JOY today? (27:19) For support, resources, and education around suicide prevention, visit the American Foundation for Suicide Prevention at www.afsp.org. Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Ranny Levy: Podcast: https://www.iheart.com/podcast/53-kids-first-coming-attractio-277638809/ YouTube: https://www.youtube.com/c/KIDSFIRSTFilmCritics Facebook: https://www.facebook.com/KidsFirstMedia X (Twitter): https://x.com/KidsFirstMedia2 Instagram: https://www.instagram.com/kidsfirstcoming_attractions TikTok: https://www.tiktok.com/@kidsfirstmedia LinkedIn: https://www.linkedin.com/company/coalition-for-quality-childrens-media-kids-first/ Newsletter: https://www.kidsfirst.org/nl/ Film Festival: https://www.kidsfirst.org/filmfestival/ Join the Team: https://www.kidsfirst.org/become-a-juror/ About Our Guest: In 1991, concerned about the harmful effects of violent and biased media on children, educator and media producer Ranny Levy co-founded the Coalition for Quality Children's Media (CQCM) and its flagship program, KIDS FIRST! The CQCM is dedicated to promoting and nurturing quality children's media as a vehicle for social change. In addition KIDS FIRST! produces a bi-weekly podcast and the KIDS FIRST! Film Festival. The CQCM's work has been recognized by all the major entertainment studios and in July 2023 Ms. Levy was awarded the Golden Globes Honors Foundation's Noble Philanthropist Award. Ms. Levy is a children's media expert and author of three books, including The New York Times / KIDS FIRST Guide to The Best Children's Videos, A Parent's Guide to the Best Children's Videos, DVDs and CD-ROMs, and The Field Guide for Young Women: Finding Your Life Partner. She is a frequent speaker at conferences on children's media. Ms. Levy is a mother of two grown children, grandmother of two, and has one surrogate son and one surrogate daughter-in-law. She enjoys watching and reviewing films, writing screenplays, staying active, organic gardening, traveling, opera, music, theater, and entertaining friends and family. She is committed to life-long learning and loving. 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 stigma around parents in youth sports? It's an unfortunate part of the culture, but Coach Ilya Podolskiy is taking a different approach and bringing families into the process. In this episode, you'll hear how he turns parents into allies and creates a culture where kids build resilience while still having fun. Our conversation highlights how important families are to an athlete's development, the impact sports and mentorship can have in a child's life, and what makes a truly great coach. Topics discussed: Introduction (00:00) Why progress is a constant driver in Ilya's life (01:40) Overcoming childhood bullying through martial arts (05:34) How he discovered hockey and became a coach (08:57) The importance of being a mentor, not just a coach (14:36) How he juggles full-time work, coaching, and family life (19:59) The Podolskiy Method: why parents need to be involved in youth sports (23:48) Two things that keep families and kids coming back to the game (26:29) Giving back through Hockey Helps 24-Hour Marathon (28:10) What brought you JOY today? (31:13) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Ilya Podolskiy: Sharp Skate NY Instagram: http://instagram.com/SharpSkateNY/ Ilya's Facebook: https://www.facebook.com/ilya.podolskiy.5 Sharp Skate NY's Facebook: https://www.facebook.com/Sharpskate YouTube: https://www.youtube.com/@thepodolskiymethod-parenti9182 LinkedIn: https://www.linkedin.com/in/ilya-podolskiy-cpa-89b2b71a Website: https://thepodolskiymethod.squarespace.com/ Podcast: https://www.buzzsprout.com/1759705 About Our Guest: Ilya Podolskiy is a USA Hockey Level 5 Master Coach and Coach Developer, as well as the Lead Hockey Instructor for the New York Junior Rangers. With years of experience coaching travel youth hockey at multiple ages and levels, he has built a reputation for developing athletes and guiding families through the youth sports journey. He is also the creator and host of The Podolskiy Method Podcast, where he shares insights on parenting athletes and the role of education in sports. Beyond hockey, Ilya holds a black belt in Taekwondo, where he previously taught martial arts, blending discipline and character into his coaching approach. In addition, Ilya wrestled in high school and collegiate levels and continued to study various Martial art disciplines like Muay Thai, KickBoxing, and Karate, amongst others. Professionally, he is a CPA and earned his Master's degree from Villanova School of Law, combining analytical precision with a passion for teaching and mentorship. Currently, Ilya is seeking new keynote speaking opportunities to share his coaching philosophy, leadership lessons, and personal experiences with broader audiences. 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
Marriage, kids, and money — three things that can make life beautiful and stressful at the exact same time. But how do you build wealth and still have time for your family? Finance coach Andy Hill faced this exact question, and his answer was a step-by-step approach that feels doable and actually creates time freedom. In this episode, he shares how he and his wife went from a negative $50K net worth to building generational wealth for their family. You'll walk away with ideas to teach your kids money habits early and make giving fun! Topics discussed: Introduction (00:00) Andy's path to becoming a finance coach (00:59) Mission of the Marriage, Kids, and Money podcast (04:19) What it means to "create your own pension" today (06:43) Lessons in talking money and working with your spouse (09:15) How becoming a parent changed his view on money (12:21) Why he brings his kids on the podcast (16:08) Tips for parents to teach their kids good money habits (19:15) The 60/40 generational wealth plan for kids (21:11) Fintech tools that make teach money habits easier (22:18) The power of giving and how to make it fun for kids (23:26) Key takeaways from his book, Own Your Time (27:56) What brought you JOY today? (30:41) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Andy Hill: LinkedIn: https://www.linkedin.com/in/andyhillmkm/ Instagram: https://www.instagram.com/marriagekidsandmoney/ YouTube: https://www.youtube.com/MarriageKidsandMoney Facebook: https://facebook.com/marriagekidsandmoney Website: https://marriagekidsandmoney.com/ About Our Guest: Andy Hill, AFC®️is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness. Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With over 10 million podcast downloads and video views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world. His debut book, "Own Your Time: 10 Financial Steps to Put Your Family First and Escape the Corporate Grind", will be released in January 2026. When he's not "talking money", Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock. 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
Market headlines love fear, but is that the full story? After decades of studying market trends, Chief Market Strategist Ryan Detrick knows that the best investment decisions start with data, not emotion or fear-based media. In this episode, he explains what most people get wrong about the market, why data is crucial to the bigger picture, and how investors can navigate information overload on social media. You'll also hear tips for making finance fun (and easier to understand), and building your own voice online! Topics discussed: Introduction (00:00) Ryan's background and career journey to Carson Group (02:16) Why he still has an optimistic, bullish market outlook (05:26) How he makes finance fun and easily digestible (09:34) Leveraging social media and the Facts vs. Feelings podcast (11:10) The importance of visual storytelling and historical data (13:48) How social media impacts investor behavior (16:14) Advantages of the RIA model (20:22) AI's impact on the job market and client privacy (23:44) Networking and branding advice for beginner finance pros (26:26) What brought you JOY today? (30:02) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. 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
While most 18-year-olds are trying to survive college, Logan Cuvo was building a brand. Three years later, Best Damn Tape is trusted by pros like the Philadelphia Flyers and expanding into new sports. In this episode, Logan breaks down what it's like running a fast-growing brand while in college, the advantages of manufacturing in the U.S., and the social media platforms fueling their growth. Plus, hear the story behind the name Best Dam Tape and how it's helping them connect with the next generation of athletes! Topics discussed: Introduction (00:00) When Logan's entrepreneurial journey started (01:35) The story behind the brand name, Best Dam Tape (03:59) How his love for sales has helped his brand (05:25) Working with NHL teams and expanding to other sports (08:49) Why he decided to manufacture in the U.S. (11:47) Marketing their "Made in the USA" products (16:15) Overcoming athlete superstition (17:35) Social platforms that have grown the brand (19:52) Logan's family support and mentorship (21:57) "Balancing" college and entrepreneurship (25:00) What brought you JOY today? (26:55) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Logan Cuvo: Logan's Instagram: https://instagram.com/logancuvo/ Best Dam Tape's Instagram: https://instagram.com/bestdamtape/ Logan's Facebook: https://www.facebook.com/logancuvo/ Best Dam Tape's Facebook: https://www.facebook.com/p/Best-Dam-Tape-61552341057516/ Logan's LinkedIn: https://www.linkedin.com/in/logancuvo Best Dam Tape's LinkedIn: https://www.linkedin.com/company/best-dam-tape/ Website: http://www.bestdamtape.com/ About Our Guest: Logan Cuvo is the Founder/CEO of Best Dam Tape. A sports tape company committed and focused on providing the highest quality sports tapes to athletes worldwide. A lifelong learner, mentor, and committed human. 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
Have you ever thought, "there's got to be an easier way to do this?" That's exactly how Lisa Lane's million-dollar idea for Rinseroo was born. And unlike some entrepreneurs who spend years planning, she created a prototype, did her research, and started building a brand. In this episode, Lisa shares the e-commerce strategy that helped them hit $1M in sales year one, how Rinseroo uses social media to stand out among big-name competitors, and the unique challenges that come with growing a top-selling product. Topics discussed: Introduction (00:00) The moment that sparked the idea for Rinseroo (02:04) How Lisa turned her idea into a product (04:55) Winning Lori Greiner's golden ticket on Shark Tank (07:38) Achieving $1M in sales in their first year (10:26) Rinseroo's e-commerce and social media strategy (12:27) How they deal with copycats and counterfeit products (16:17) Expanding the Rinseroo product line (20:31) The impact of tariffs and how they're adapting (22:55) Finding joy in entrepreneurship (24:54) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Lisa Lane: Instagram: https://instagram.com/OfficialRinseroo/ Facebook: https://www.facebook.com/rinse.roo/ TikTok: https://tiktok.com/@Rinseroo LinkedIn: https://www.linkedin.com/in/lanelisa/ Website: https://rinseroo.com/ About Our Guest: Lisa Lane is the inventor of the Rinseroo brand and President of Lane Innovations, a woman-owned company that transforms everyday problems into innovative, patented solutions. With 6 patents to her name, Lisa has broken through barriers in the male-dominated world of inventing and e-commerce. Her flagship product, the Rinseroo slip-on shower hose, won the Golden Ticket on Shark Tank this year. She started it all with no background in manufacturing, just an idea that came to her in the shower. Lisa is passionate about inspiring other entrepreneurs—especially women—to dream big, take risks, and turn ideas into reality. 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
"How are we going to pay for all of this?" It's a caregiver's biggest fear, and few have an answer. Too many families face a loved one's health crisis unprepared for the financial chaos that follows — unable to access accounts, overwhelmed by insurance and medical decisions, and unsure where to even start. Today, we're joined by Beth Pinsker, financial columnist, CFP, and author of My Mother's Money. She shares how to make financial caregiving feel more manageable, which legal documents to have in place, and when to start having hard conversations. Tune in to learn how to go from panic to prepared! Topics discussed: Introduction (00:00) Becoming a nationally recognized financial columnist (02:07) Discovering the financial side of caregiving (06:16) Do you need a CFP as a journalist? (07:38) What it means to be a financial caregiver (11:24) Lessons and resources in Beth's book, My Mother's Money (13:32) Beth's tips for pitching journalists and media (16:09) How financial journalism has evolved (19:32) Beth's story, "What should be in your 'death' file" (20:31) Practical advice for aspiring journalists (22:45) What brought you JOY today? (24:34) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Beth Pinsker: Website: https://bethpinsker.com/ Bluesky: https://bsky.app/profile/bethpinsker.bsky.social LinkedIn: https://www.linkedin.com/in/bpinsker About Our Guest: Beth Pinsker is a financial-planning columnist at MarketWatch. She has been a certified financial planner (CFP®) since 2018. Previously, she worked at Reuters, Fidelity and Walletpop.com. Prior to covering personal finance, she was a film critic and entertainment business reporter, writing for Entertainment Weekly, The Dallas Morning News and many other publications. Her book, "My Mother's Money: A Guide to Financial Caregiving," is out in November 2025 from Crown Currency. You can follow her on BlueSky (@bethpinsker.bsky.social) or LinkedIn (@bpinsker). 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
No roadmap, no safety net, only risk and the hope of reward — that's entrepreneurship. For Jimmy and Megan Feeman, founders of NoBaked Cookie Dough, landing on the Forbes 30 Under 30 list came after quitting their jobs, breaking into a new industry, and evolving their business through every challenge that came their way. In this episode, Jimmy shares the moment they knew they had a successful product and what it's really like to be named a Forbes 30 Under 30 honoree. Hear his insights on building a brand on social media, running a business with your spouse, and learning from your mistakes! Topics discussed: Introduction (00:00) Jimmy's entrepreneurial journey (01:40) Risks and the entrepreneurial mindset (06:16) Founding NoBaked and early mistakes (08:50) Their first moment of success (10:58) The key to making business and marriage work (11:53) How to build a brand on social media (15:15) Pivoting from a franchise model to CPG (17:33) How parenthood impacted his perspective (20:13) The reality of making the Forbes 30 Under 30 list (23:13) What brought you JOY today? (27:33) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Jimmy Feeman: Website: https://nobakedcookiedough.com/ Instagram: https://www.instagram.com/nobaked/ X (Twitter): https://x.com/feemanjimmy YouTube: https://www.youtube.com/@behindthefoodpodcast Podcast: https://linktr.ee/Jamesfeeman About Our Guest: Jimmy Feeman is the co-founder of NoBaked Cookie Dough, a dessert brand redefining the refrigerated cookie dough aisle. Jimmy and his co-founder, Megan, grew NoBaked from a single scoop shop into a national CPG brand. NoBaked is now focused on franchising scoop shops to bring the NoBaked experience to more cities across the country. Jimmy is a Forbes 30 Under 30 honoree, an Ironman, and passionate startup enthusiast. Jimmy shares his insights on building brands, scaling franchises, and growing businesses on LinkedIn, social media, and his podcast Behind the Food. 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
Hockey culture is changing — and self-expression is finally part of the game. With the creation of SkateSkins, Matthew Keeler is giving players the opportunity to customize their gear with a product that holds up to the highest level of gameplay. In this episode, we talk about how they've challenged hockey's old-school mindset and caught the attention of the NHL. Learn how their organic social media growth, partnerships with nonprofits, and passion for creativity have helped them change the game! Topics discussed: Introduction (00:00) Matthew's early entrepreneurship (01:45) Creating SkateSkins and the origin of the brand (04:57) The challenges to starting and growing the brand (09:03) What makes SkateSkins unique and fun for players (11:53) How they've grown organically on social media (14:27) The rise of individuality and creativity in hockey (16:19) Partnering with the NHL's Hockey Fights Cancer initiative (18:37) How to customize your own SkateSkins (20:56) Lessons from his first apparel brand, Just Dishin (23:03) What brought you JOY today? (25:14) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ 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 Matthew Keeler: Instagram: https://www.instagram.com/matthewkeelerr/ SkateSkins Instagram: https://www.instagram.com/skateskinsofficial/ Just Dishin Instagram: https://www.instagram.com/justdishin/ SkateSkins X (Twitter): https://x.com/realskateskins Just Dishin X (Twitter): https://x.com/justdishin SkateSkins TikTok: https://www.tiktok.com/@skateskinsofficial Just Dishin TikTok: https://www.tiktok.com/@justdishin SkateSkins Website: https://skateskinsofficial.com/ Just Dishin Website: https://skateskinsofficial.com/ About Our Guest: Best known for his innovative contributions to hockey, Matthew Keeler designed the iconic Jordan 1 hockey skates and founded SkateSkins®, bringing skate customization to the mainstream. His visionary approach to creative manufacturing has reshaped the future of the sport, laying the groundwork for its continued evolution and growth. 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
No one really prepares you for life after pro sports. Drew Shore, former NHL player and founder of Amalfi, faced a hard transition after retiring at age 30: what happens to your career and identity when the game ends? In this episode, Drew reflects on these post-retirement struggles and how he's helping other athletes channel their competitive drive into a career. We also dive into what's changing in the world of hockey, from the impact of the NIL to the honest conversations agents should be having with athletes. Tune in to learn how athletes can reinvent themselves, why athletes make great hires, and more! Topics discussed: Introduction (00:00) Drew's hockey career and transition into business (01:48) How NIL and CHL are changing hockey (07:09) Early recruitment and "yes men" in the industry (08:57) Athletes' identity and career struggle after retirement (12:08) Founding Amalfi and how its business model has evolved (13:45) Drew's podcast, Betting the Limit (16:59) Why athletes make the best hires (18:10) NIL and the future of college hockey (19:53) Balancing fatherhood and entrepreneurship (22:16) HockeyDB vs. Elite Prospects (24:58) What brought you JOY today? (25:52) 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 Drew Shore: Instagram: https://www.instagram.com/_drewshore/ X (Twitter): https://x.com/Drew22Shore Website: https://www.drewshore.com/ About Our Guest: Drew Shore is a former NHL player turned entrepreneur, passionate about bringing high performers together. After representing the U.S. on the international stage and playing professionally in the NHL, Drew transitioned to fostering connections off the ice. As the founder of Amalfi, he is determined to build a community of athletes and business leaders who help each other win. Drew also hosts Betting the Limit, a top-tier podcast spotlighting the intersection of sports and business, featuring former pros and industry leaders. 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



