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NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset Overview: Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice. Highlights: Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This ...
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Welcome to Mitlin Money Mindset® wiith your host, Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey. Each week, he'll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don't just talk about money; we celebrate it as a catalyst for JOY and possibility ...
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SHIFT with Ross Marino

Ross Marino, CFP®, CPFA, CeFT®

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SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.
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How Did We Get Here?

Jess Bost and Mark Newfield

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Welcome to "How Did We Get Here?" - the podcast where each week our two Talking Heads, Jess Bost and Mark Newfield, bring on guests to learn more about their past five jobs before landing where they are today. As you know, life is super simple, straightforward and never makes people ask "Wait, you did what?!" So join us for an honest convo on career exploration, overcoming setbacks, considering when to pivot, and offering encouragement on how to find value in your career and life choices. Le ...
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Join us as Dave Ross shares his unique journey from asset management to transportation executive to artist. He talks about chasing impact over following a set career path, the value of self-awareness, and learning from mentors. We also dive into career transitions, personal growth, and lessons from 2020 on finding clarity and building strong relati…
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"Ever wonder why 95% of business sales happen with buyers you've never heard of? Welcome to the wild world of M&A, where timing kills deals and ego can cost you millions." Meet Jacob Koenig, a former Goldman exec who's flipping the script on how businesses are bought and sold. Fresh from spending 15 years in Asia's financial trenches, he's now drop…
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What if retiring meant more than just winding down? What if it included excitement, exploration, and a new beginning in your favorite corner of the world? In this episode, Larry Sprung chats with Tommy Sikes, founder of Traveltirement, about the unique adventure of combining retirement with the allure of living abroad, particularly in Italy and Fra…
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Join us as Shana Orczyk Sissel, founder of Banríon Capital, shares her journey into finance without a traditional finance degree. From her experiences in sports, theater and pageants to overcoming ADD and navigating challenges in a demanding industry, Shana’s story highlights resilience and creativity. She talks about building her business and bala…
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Books are more than just stories; they are the key to opportunity. In this episode, Larry Sprung talks with Amy Zaslansky, the founder of Book Fairies, a nonprofit organization on a mission to eradicate book deserts and foster a love of reading. Amy shares her transformative journey from occupational therapist to pioneering a movement that increase…
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Ever wonder why people get rich in real estate while you're still on the sidelines? Terrie Schauer accidentally stumbled into property management at 19, and now she's here to spill the tea on how she turned cleaning toilets into a multi-million dollar empire. Forget the get-rich-quick BS you see on Instagram. We're diving into the nitty-gritty of r…
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In this episode, Lara Crigger talks about her journey from studying astrophysics to becoming a writer and working in commodities and ETFs. She shares how she followed her passion for storytelling, turned down scholarships, and balanced a busy career with motherhood. Lara also talks about overcoming challenges like burnout and grief, rescuing her do…
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Ever wonder what happens when a criminal defense attorney hits rock bottom at the peak of her career? Buckle up, because Amber Fuhriman's story is about to shatter everything you thought you knew about success, trauma, and the real path to fulfillment. Picture this: Six-figure salary, law degree, respect in the courtroom - the whole package. But in…
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Authenticity and financial empowerment are key to achieving success and joy in life. How do you stay true to yourself while navigating the financial industry? How can you help others achieve their financial goals and find joy in the process? In this episode, Larry Sprung interviews Stoy Hall, CFP®, CEO and founder of Black Mammoth, about his journe…
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Aaron Klein’s childhood struggles with money and near foreclosure shaped his approach to risk and opportunity in his career. Despite early failures, he founded Riskalyze (now Nitrogen), a company that revolutionized financial advising by creating a way to measure risk with a "risk number." Through his story, Aaron touches on resilience, timing, and…
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Ever wonder how Disney is able to evoke profound emotions of joy and wonder even in those far removed from childhood? In this episode of Mitlin Money Mindset, Larry Sprung speaks with Theron Skees and James Warda, two experts in the Disney universe, to explore the enchanting world behind Disney's most beloved experiences. Learn about the emotional …
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Ever met an 84-year-old bodybuilder who's still doubling his business empire? Buckle up, because John Brink is about to blow your mind and shatter every excuse you've ever made. From surviving Nazi-occupied Holland to building a lumber empire from scratch, John's story isn't just inspiring - it's a kick in the ass to anyone who thinks they're "too …
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In this episode, we share the inspiring story of Derek Hagen, who overcame poverty and started working at a young age to eventually become a successful financial advisor. Derek’s journey shows how hard work, education, and perseverance can change your life. He talks about finding his passion for finance, navigating career choices after college, and…
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Leaving a stable career to travel the world sounds amazing, but it's impossible, right? Wrong! Jen Ruiz not only did it, but she also turned her adventures into a thriving business! Join Larry Sprung in learning about the inspiring journey of Jen Ruiz, founder of Jen on a Jet Plane, who transitioned from a career in law to becoming a full-time trav…
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Alright, buckle up because we're diving deep into the world of family offices with Andrew Windham. This isn't your grandpa's wealth management strategy - we're talking about a modern, badass approach to handling your money and your life. First things first: forget what you think you know about family offices. This isn't just for the ultra-wealthy a…
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In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset. Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how m…
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Alright, let's cut through the bullshit and talk real entrepreneurship with Kathryn Smith, the badass behind Walton Birch. This ain't your typical "quit your job and follow your dreams" story. Nah, Kathryn fell into entrepreneurship ass-backwards during a health crisis, right before the world went to shit with COVID. Here's the deal: Kathryn's jour…
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You are the most important person in your own life. But are you truly taking care of yourself? Are you searching for ways to overcome personal challenges and find joy in every moment? In this episode of Mitlin Money Mindset, Larry Sprung sits down with Danielle A. Vann, the insightful host of the "Get Your Life Together, Girl" podcast, to explore h…
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In this episode, we explore how unexpected career twists can lead to fulfilling paths. Nick Gertsema shares his journey from concert promoter to financial advisor, showing how embracing change can open new opportunities. We also discuss the story of a father and son who took unconventional career routes, offering lessons in resilience and finding o…
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Did you know that the color blue is often associated with trust and security? In the world of financial branding, understanding design and color psychology can make all the difference. Join Larry Sprung this week as he speaks with Josh Passler, the “FinArtist”, to talk about his extraordinary journey from financial advisor to entrepreneur, using ar…
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This isn't your typical success story – it's raw, it's real, and it's gonna make you rethink everything you thought you knew about wealth and fulfillment. Kevin's journey from a guy raised by his mom and grandma, with no college degree and zero expectations, to a professional podcaster dropping wisdom bombs seven days a week? It's a fucking rollerc…
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In this episode, we talk with Bob Seawright, who went from being a paperboy in his hometown to becoming a Chief Investment Officer and a well-known writer. Bob shares how his early jobs, like delivering newspapers in the cold and umpiring baseball games at 14, taught him important lessons that shaped his career. He also opens up about his journey f…
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It's a common belief that sports careers for women are limited to sidelining or journalism. However, the reality is far more promising, diverse, and inclusive—with the right support. This week Larry Sprung sits down with Meghan O'Donnell, co-founder of empowHERed, to explore her unexpected entrepreneurial journey from working at ESPN to launching a…
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We're diving deep with Jenny Townsend, and trust me, this isn't your typical entrepreneur story. From window cleaner to music school mogul, Jenny's journey is a rollercoaster of hustle, heartbreak, and one hell of a comeback. Let's cut the bullshit - building a business while keeping your marriage intact? It's fucking hard. Jenny learned that the h…
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In this episode, we talk with Arlene Moss about her 30-year journey in the financial world. Arlene shares how she stayed true to herself, even in an industry that often pushes people to fit in. Starting on Wall Street in the early 2000’s, Arlene faced challenges like gender bias but used these experiences to grow and change. She also discusses bala…
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Finance and yoga couldn’t be more different, right? Wrong! Discover how integrating these two worlds can empower you in your financial journey. Join Larry Sprung alongside Breanna Rae Blaney, VP of Life Invested at Dimensional Fund Advisors, sharing her unique journey that blends finance with yoga and mindfulness to reshape how we approach investin…
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Ready to dive into the world of tech from a badass woman's perspective? Buckle up, because Sonia Couto is here to shake things up. This isn't your typical tech talk – it's raw, real, and packed with insights that'll make you rethink everything you thought you knew about the industry. Sonia's journey from Portugal to Canada, from manufacturing to ac…
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What if everything you know about money is wrong? Join us as Stoy Hall, the founder of Black Mammoth and host of the NoBS Wealth podcast, shares his story—from growing up with a hardworking single mom to delivering appliances. Stoy's experiences teach us what real wealth means. We also explore four common money mindsets and how they shape your fina…
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Alright, let's dive into some real talk about money, wealth, and breaking the cycle of financial illiteracy with Valerie Rivera, the badass behind First Gen Wealth. This episode is a wake-up call for anyone who's ever felt lost in the financial world, especially if you're a first-generation wealth builder. Valerie's story? It's not your typical "I …
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We are celebrating an incredibly special milestone. 200 episodes of JOY! Join us for a truly heartfelt celebration as Larry Sprung flips the script in this 200th episode of the Mitlin Money Mindset® podcast. With special guest host, Matt Halloran, Larry dives into the core values that have guided him and Mitlin Financial Inc® over the years. This e…
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In this episode of "How Did We Get Here?", we chat with Christine Benz, an expert in retirement and investment planning. Christine shares her unique career journey, starting from proofreading medical journals to building a long career at Morningstar. We explore how her dedication and curiosity led her from being a copy editor to a mutual fund analy…
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Alright, let's cut through the bullshit about financial planners being trust fund babies or money-obsessed sharks. In this episode, we're diving deep with John Henry, a math whiz turned financial advisor who's flipping the script on what it means to help people with their money. John's journey from professor to insurance actuary to investment advis…
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Many believe that publishing a book is all about creativity. While creativity is important, it is strategic marketing and thorough research that truly sets authors apart. Join Larry Sprung as he sits down with Kristen Proby, a New York Times, USA Today, and Wall Street Journal bestselling author known for her captivating contemporary and paranormal…
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In this episode, we sit down with Meg Bartelt, a financial planner with a background in tech writing, to talk about smart money moves for your 20s, 30s, and 40s. Meg shares her personal journey, from working in IT during the dot-com boom to helping people navigate their finances today. She explains why your habits and emotions often matter more tha…
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Buckle up, folks. We're diving deep with Victoria Pelletier, a corporate powerhouse who's built a career that'll make your head spin. From running a hair salon at 11 to becoming a COO at 24, Victoria's journey is anything but ordinary. In this no-holds-barred conversation, we tackle the evolving landscape of work, the rollercoaster of diversity and…
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What does it take for a young woman to make it in the world of college hockey? Join Larry Sprung as he sits down with Sadie Lundquist, Director of Women's Hockey for College Hockey Inc., to explore her inspirational journey from playing small-town hockey to shaping the future of women's hockey at the college level and beyond. Learn about the vital …
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Ever wondered what it takes to make a big career shift or take a life-changing sabbatical? In this episode, we chat with Dave Nadig, who shares his journey from Hollywood screenwriter to finance professional. Dave talks about pursuing an MBA and diving into finance, showing how understanding money and embracing the unknown can lead to unexpected, f…
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Listen up, folks. We're diving deep into the SEO game with Z Scott, the badass behind The SEO Queen. This isn't your typical "10 tips to hack Google" BS. Z's dropping real knowledge that'll make you rethink your entire digital strategy. Here's the deal: SEO isn't just about keywords and backlinks anymore. It's about connecting with your audience wh…
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Contrary to popular belief, scaling your business to new heights could start with a tweet. Want to learn how? Join Larry Sprung as he chats with Thomas Kopelman, co-founder of AllStreet Wealth, about his fascinating journey from an aspiring basketball player to influential financial planner and content creator. Follow along as Thomas shares valuabl…
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Ever wonder how a college dropout becomes a top financial advisor? In the very first episode of "How Did We Get Here?," hosts Jess Bost and Mark Newfield share their own remarkable career journeys. From Mark's days under the hood of cars to his rise in finance, you'll find inspiration in their stories. Jess adds a heartwarming touch with an anecdot…
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Ever wondered how a seventh-generation entrepreneur transforms a passion into a thriving global brand? Join in as Larry dives into the incredible journey of Jay Baer, a pioneer in digital marketing and customer experience. Jay Baer shares his evolution from politics to digital marketing and finally, to becoming the second most popular tequila influ…
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Alright, let's dive into this content creation game with Tamay Shannon, the badass behind W2S Marketing. She's been in the trenches for over a decade, figuring out the ins and outs of social media and how to make it work for businesses like yours. Here's the deal: everything is content. Yeah, you heard that right. But before you start panicking abo…
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Have you ever wondered what really separates elite hockey programs from your local community team? Join Larry Sprung as he chats with Matt Dumouchelle, a seasoned media professional, and Assistant General Manager for the Leamington Flyers, who dives into the fascinating world of elite youth hockey academies. Matt shares insights from researching to…
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🎙️ From Corporate Life to Box Truck Queen: Sausha Walker's Six-Figure Journey! Ready to transform your financial future? Dive into this electrifying episode of Nobs Wealth as we sit down with the unstoppable Sausha Walker! Discover how she transitioned from the corporate grind to reigning supreme in the box truck industry, turning a pandemic pivot …
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Did you know that the average household owns 25 different financial instruments? How many do you have, and do you know how they all fit together? Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial pl…
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Discovering True Wealth: Alan Lazaros on the Journey from Adversity to Purpose Welcome to the No BS Wealth podcast! This episode dives deep into the compelling journey of Alan Lazaros, co-founder of Next Level University. From facing early life tragedies to achieving remarkable financial success, Alan’s story is a testament to the power of resilien…
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Unlock the Power of Your Mind: Transformational Insights with Colleen Pippen Welcome to No BS Wealth, where we delve deep into the mindsets and behaviors that shape our lives and financial success. In this episode, host Stoy Hall sits down with the incredible Carly Pepin to explore actionable steps for transforming your mindset and overcoming perso…
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Curious about the human side of financial planning and how it can transform relationships? This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors…
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Unlocking the Magic of RevOps with Jacki Leahy On today's episode, we dive deep into the world of Revenue Operations (RevOps) with the dynamic Jacki Leahy, founder of Activate the Magic. From her beginnings as a kindergarten teacher to becoming a trailblazer in the tech startup scene, Jacki shares her unique journey and the transformative power of …
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Do you want to travel more but spend less? Join Larry as he sits down with Lee Huffman, the mastermind behind BaldThoughts and host of the We Travel There podcast! Lee shares his top travel tips from how to maximize travel rewards to advice for aspiring content creators. Follow along to learn how Lee transitioned from corporate finance to becoming …
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