Mitlin Money Mindset

PODCAST · business

Mitlin Money Mindset

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?®

  1. 289

    The 15-Minute Phone Call That Could Save Your Business w/ Matthew Korn

     "I didn't know" is not a legal defense. But it's the most common thing lawyer Matthew Korn hears from business owners who find themselves in trouble. In this episode, you'll learn the employment risks most business owners don't realize are threatening their business and what you can do to minimize your risk. Plus, Matthew sheds light on the mental side of law and fatherhood and how his community, Dad Esq., is helping lawyers build a meaningful career without giving up the life they want. Topics discussed: Introduction (00:00) Entrepreneurship and his career in employment law (01:38) The biggest risk business owners don't see (06:37) One policy change that you should make right now  (09:01) Why compliance alone doesn't prevent lawsuits (11:17) Founding the Dad Esq. community (12:27) Why lawyer dads need their own network (21:24) The biggest myth about being a successful lawyer and father (23:58) Advice for young and aspiring lawyers (27:45) What brought you JOY today? (31:19) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ 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 About Our Guest: Matthew Korn is a partner at Fisher Phillips in the Columbia, South Carolina office. He is passionate about helping clients solve their most difficult employment law problems. He focuses primarily on wage and hour litigation and is the co-chair of the firm's RIF taskforce. He is also the chair of the firm's evaluation committee. Matthew is also the father of four children, ages three to eleven. In 2025, he founded Dad, Esq., a free online community for lawyer dads to connect, share stories and strategies, and support each other. Connect with Matthew Korn: Dad, Esq. LinkedIn: https://www.linkedin.com/company/dad-esquire/ Substack: https://DadEsq.substack.com Instagram: https://www.instagram.com/dad_esquire/ Website: https://www.fisherphillips.com/en/people/matthew-r-korn 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

  2. 288

    The Simple Check-In That Could Save a Life | Rob Thorsen on Loneliness, Loss & Shoulder Check

    One hand on a shoulder. It sounds almost too simple, but it's the kind of gesture that can change everything for the person on the other end. Rob Thorsen founded The #HT40 Foundation and its first initiative, Shoulder Check, in memory of his son Hayden. At a time when more and more people are experiencing loneliness and isolation, they're working to combat the crisis through grassroots community outreach nationwide. In this episode, you'll learn about Hayden and the legacy he left behind, how Rob turned his grief into a mission anyone can join, and the small ways we can help break the stigma around mental health. Topics discussed: Introduction (00:00) Hayden and Rob Thorsen's story (01:14) Turning grief into a mission (03:52) Hayden's impact: the #HT40 Foundation and Shoulder Check (08:06) The Shoulder Check Showcase (11:32) "Lean on Me" video (17:33) How a simple gesture makes a big impact (23:27) The loneliness epidemic and where to turn (26:31) Real stories of impact (29:01) Conversations that break the stigma (31:06) Lessons on navigating grief (35:40) What brought you JOY today? (40:02) 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 About Our Guest: Rob Thorsen is the Founder and Executive Director of The #HT40 Foundation and co-creator of the Foundation's first initiative, Shoulder Check. At a time when we are dealing with a well-documented crisis of loneliness and isolation, Rob works each day to manifest the Foundation's mission to combat this crisis through original ideas, partnerships and grassroots community outreach nationwide. About The #HT40 Foundation and Shoulder Check: The HT40 Foundation is a 501c3 charitable organization working to encourage young people to simply be there for their peers through action-oriented initiatives that foster social connection. The Foundation's mission is to create and promote small actions that have a big impact. Their first initiative launched in August of 2023 is The Shoulder Check, a program that's Making Kindness a Contact Sport. Tens of thousands of young athletes across the country, with the support of professional athletes, have made the pledge to Reach Out, Check In, and Make Contact with one another, proving checking in can be as simple as a hand on a shoulder. See Shoulder Check's most recent work HERE. Connect with Rob Thorsen and Shoulder Check: Website: https://www.shouldercheck.org/ Instagram: https://www.instagram.com/theshouldercheck/  YouTube: https://www.youtube.com/@TheShoulderCheck 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

  3. 287

    The $1 Million Mistake Families Make With Aging Parents w/ Annalee Kruger

    Are you prepared to care for your aging parents? Most people would say no. In fact, many don't realize how expensive, chaotic, and emotionally draining aging is on a family. Annalee Krueger, author of The Invisible Patient: The Emotional, Financial, and Physical Toll on Family Caregivers, helps families plan for aging and navigate the caregiving journey. In this episode, she explains the true cost of aging at home, the red flags of cognitive decline, and how to prepare before a crisis hits. Topics discussed: Introduction (00:00) Annalee's career journey (01:25) Why so many families are unprepared (05:03) The "what-when" reframe for aging (06:19) Red flags of cognitive decline and what to do next (08:43) The purpose behind, The Invisible Patient (12:03) How to build a "grab-and-go binder" for your family (14:08) The follow-up step most families skip (17:31) Why planning matters for all ages (21:33) The reality of aging at home and the cost of care (25:38) Why entrepreneurs carry extra risk (29:19) What brought you JOY today? (31:09) If you're a writer who wants to take control of your finances, read Mitlin Financial's  Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ 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 About Our Guest: Annalee started Care Right Inc, a virtual consultancy, in 2011, after working in Continuing Care Retirement Communities (CCRC's) for 22 years. Annalee Kruger has devoted her career to guiding family caregivers and their aging loved ones with decisions about aging, dementia progression, the landscape of senior care, helping families determine their "safety triggers" for when parents need care and the aging at home care budget to prevent families from not qualifying financially to gain admission into a quality care community. She has been curated by over 32 wealth management firms to work directly with their clients. She is a national speaker on aging, caregiving, dementia, family dynamics, and end-of-life. Annalee also created the Aging Strategy Coaching Academy (ASCA), the first ever global coaching program that addresses aging, family caregiving, dementia, the landscape of senior care, dying, and grief. She also created the Elder Planning Specialist certification program, specifically for CFP's who want to earn a certificate to better identify and address the needs of their aging book of business. Connect with Annalee Kruger: LinkedIn: https://www.linkedin.com/in/annaleekruger/ Facebook: https://www.facebook.com/carerightincorp/ YouTube: https://www.youtube.com/channel/UCBY2WWuTdSylECzGvksCC2w X: https://x.com/care_right Care Right Inc.: https://carerightinc.com Plan4Life: https://plan4lifenow.com/ Care Crusade: https://www.carecrusade.org/ 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

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ABOUT THIS SHOW

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?®

HOSTED BY

Lawrence Sprung

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