Mitlin Money Mindset Titelbild

Mitlin Money Mindset

Mitlin Money Mindset

Von: Lawrence Sprung
Jetzt kostenlos hören, ohne Abo

Über diesen Titel

 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?®Mitlin Financial Inc® Management & Leadership Persönliche Entwicklung Persönlicher Erfolg Ökonomie
Folgen
  • Why "Tax Hacks" Don't Work For Creatives (& What to Do Instead) with Hannah Cole

    Why "Tax Hacks" Don't Work For Creatives (& What to Do Instead) with Hannah Cole
    Feb 18 2026

    Self-employed or running a creative business? You're not alone if tax season turns into a last-minute scramble to find help from someone who understands that your income doesn't look like a normal paycheck.

    Artist turned tax expert Hannah Cole takes the fear out of taxes and explains the basics in a clear, approachable way. You'll learn what to do throughout the year to make tax season easier, how much to save for self-employment tax, and get tips for making the transition from side hustle to full-time business.

    Topics discussed:

    Introduction (00:00)

    What inspired Hannah to become a tax expert (01:44)

    Why creatives feel unseen by accountants (04:51)

    Tax tips for the self-employed (06:05)

    How to filter out bad advice and choose the right professional (08:53)

    Tax Day financial check-up (11:16)

    Key numbers to review on your tax return (13:00)

    How to estimate your quarterly taxes (15:19)

    Hannah's book, Taxes for Humans, and more resources (16:16)

    Transitioning from side hustle to full-time business (17:41)

    What brought you JOY today? (21:14)

    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

    Connect with Hannah Cole:

    • The Sunlight Podcast: https://www.sunlighttax.com/podcast
    • Instagram: https://www.instagram.com/sunlighttax/
    • TikTok: https://www.tiktok.com/@sunlighttax
    • Youtube: https://www.youtube.com/@sunlighttax
    • LinkedIn: https://www.linkedin.com/in/hannah-cole-3775561/
    • Website: https://www.sunlighttax.com/

    About Our Guest:

    Hannah Cole is a tax expert who specializes in working with self-employed people, especially creative and mission-driven ones. A long-time working artist herself, she's helped tens of thousands of self-employed people skill up with accessible tax and money education, through her Money Bootcamp program, tax workshops from Florida to Alaska, and on the Sunlight Tax podcast. Her forthcoming book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed, is the most funny and empowering tax guide you'll ever read. Hannah is the founder of Sunlight Tax.

    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
    Mehr anzeigen Weniger anzeigen
    24 Min.
  • What to Watch in 2026 (So You Don't Panic Sell) with Ryan Detrick

    What to Watch in 2026 (So You Don't Panic Sell) with Ryan Detrick
    Feb 11 2026
    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.pdfWill 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...
    Mehr anzeigen Weniger anzeigen
    34 Min.
  • You Already Have an Estate Plan (You Just Didn't Write It) with David Haughton

    You Already Have an Estate Plan (You Just Didn't Write It) with David Haughton
    Feb 4 2026

    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
    Mehr anzeigen Weniger anzeigen
    32 Min.
Noch keine Rezensionen vorhanden