Cele mai bune Stoy Hall Cfp podcast-uri (2024)

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14. How Did We Get From Investment Banker to Artist? With Dave Ross 51:45

1d ago51:45

51:45

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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Ep. 105 - Million Dollar Reality Check: The Brutal Truth About Selling Your Business 25:52

3d ago25:52

25:52

"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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Building Your Dream Retirement Abroad with Tommy Sikes, CFP® (Ep. 209) 40:07

2d ago40:07

40:07

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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13. How Did We Get From Pageant Queen to Queen of Alts? With Shana Orczyk Sissel 1:09:03

9d ago1:09:03

1:09:03

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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Transforming Lives Through Literacy with Amy Zaslansky (Ep. 208) 37:25

11d ago37:25

37:25

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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Ep. 104 - The House Hack Queen: How One Badass Woman Built a Multi-Million Dollar Real Estate Empire From Zero 31:56

11d ago31:56

31:56

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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12. How Did We Get From Astrophysics to Editor-in-Chief? With Lara Crigger 52:27

16d ago52:27

52:27

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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Ep. 103 - From Panic Attacks to Profit: How a Burnt-Out Lawyer Built a $300K Business on Cash 39:41

17d ago39:41

39:41

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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Finding Joy in Financial Planning: Insights from Stoy Hall on Embracing Authenticity and Abundance (Ep. 207) 35:08

18d ago35:08

35:08

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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11. How Did We Get From Internet Newbie to Nitrogen? With Aaron Klein 1:16:43

23d ago1:16:43

1:16:43

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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The Magic of Disney with Theron Skees and James Warda (Ep. 206) 45:21

24d ago45:21

45:21

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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Ep. 102 - From Surviving Hitler to Becoming a Millionaire w/ John Brink 28:24

25d ago28:24

28:24

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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10. How Did We Get From Dishwasher to CFA®? With Derek Hagen 1:00:04

1M ago1:00:04

1:00:04

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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From Law to Jet Planes: Jen Ruiz on Turning Wanderlust into a Thriving Business (Ep. 205) 36:36

1M ago36:36

36:36

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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Ep. 101 - Millionaire's Secret Weapon: How Modern Family Offices Are Crushing It for the Not-So-Rich 1:01:09

1M ago1:01:09

1:01:09

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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9. How Did We Get From Farm School to Financial Planner? With Cullen Roche 1:20:39

1M ago1:20:39

1:20:39

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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Ep. 100 - From Corporate Slave to Web Empire: How One Black Woman Conquered the Digital Frontier w/ Kathryn Smtih 30:27

1M ago30:27

30:27

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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Getting Your Life Together With Danielle A. Vann (Ep. 204) 34:39

1M ago34:39

34:39

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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8. How Did We Get From Concert Promoter to CFP®? With Nick Gertsema 47:23

1M ago47:23

47:23

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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The Art of Financial Branding with Josh Passler (Ep. 203) 37:40

2M ago37:40

37:40

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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Ep. 99 - Rich vs. Wealthy: Why Your Six-Figure Job Is Killing Your Soul w/ Kevin Palmieri 30:29

2M ago30:29

30:29

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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7. How Did We Get From Paperboy to Wall Street? With Bob Seawright 47:42

2M ago47:42

47:42

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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Empowering Women in Sports with Meghan O'Donnell (Ep. 202) 34:40

2M ago34:40

34:40

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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Ep. 98 - Affair-Proof Your Business: Hard-Won Lessons on Love, Leadership, and 'Stroking' Success w/ Jenny Townsend 34:46

2M ago34:46

34:46

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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6. How Did We Get from Gender Bias to Thriving in Finance? With Arlene Moss 38:35

2M ago38:35

38:35

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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Discovering Your Financial “Why” with Breanna Blaney (Ep. 201) 36:48

2M ago36:48

36:48

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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Ep. 97 -Tech Roles Exposed: Why Women Are Crushing It as Business Analysts (And More) w/ Sonia Couto 27:14

2M ago27:14

27:14

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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5. How Did We Get From Furniture Mart to Finance? With Stoy Hall 37:56

2M ago37:56

37:56

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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Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP® 33:02

2M ago33:02

33:02

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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Discover the Heartbeat Behind Mitlin Money Mindset®: Special 200th Episode (Ep. 200) 32:57

2M ago32:57

32:57

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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4. How Did We Get From Proofreading to Morningstar? With Christine Benz 50:42

2M ago50:42

50:42

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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Ep. 95 - AI vs. Human Touch: The Future of Financial Planning in the Age of Machine Learning w/ John Henry 28:55

2M ago28:55

28:55

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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Inside the Mind of Bestselling Author Kristen Proby (Ep. 199) 37:38

2M ago37:38

37:38

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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3. How Did We Get From IT to Finance? With Meg Bartelt 43:13

3M ago43:13

43:13

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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Ep. 94 - Diversity Isn't Dead: How to Fight Corporate BS and Build Real Inclusion w/ Victoria Pelletier 31:58

3M ago31:58

31:58

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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The Future of Women's Hockey with Sadie Lundquist (Ep. 198) 38:16

3M ago38:16

38:16

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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2. How Did We Get from Film to Finance? With Dave Nadig 29:46

3M ago29:46

29:46

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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Ep. 93 - SEO in 2024: The Game-Changing Strategies You Can't Afford to Ignore w/ Zhe Scott 30:14

3M ago30:14

30:14

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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Scaling Your Business with Social Media: Insights from Thomas Kopelman (Ep. 197) 39:42

3M ago39:42

39:42

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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1. How Did We Get Here? 19:08

3M ago19:08

19:08

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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The Secrets Behind The Time to Win with Jay Baer (Ep. 196) 37:01

3M ago37:01

37:01

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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Ep. 92 - The Raw Truth: Why Your Social Media Strategy Sucks (And How to Fix It) w/ Tamay Shannon 28:51

3M ago28:51

28:51

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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Building Winning Teams: The Secrets Behind Top Hockey Programs with Matt Dumouchelle (Ep. 195) 44:37

3M ago44:37

44:37

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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Ep. 91 - Transform Your Life: How Sausha Walker Built a Six-Figure Box Truck Empire 30:48

3M ago30:48

30:48

🎙️ 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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Visualizing Your Financial Future with Asset-Map's Adam Holt (Ep. 194) 34:05

4M ago34:05

34:05

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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Ep. 90 - How a Near-Death Experience Redefined Success and Fulfillment 40:37

4M ago40:37

40:37

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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Ep. 89 - The Role of Infatuation in Imposter Syndrome w/ Carly Pepin 32:37

4M ago32:37

32:37

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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Exploring the Human Side of Financial Planning with Ashley Quamme (Ep. 193) 25:52

4M ago25:52

25:52

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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Ep. 88 - The Realities of RevOps: Jacki Leahy Discusses Building Systems and Solutions in Tech 28:58

4M ago28:58

28:58

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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How to Travel the World for Less: Tips from Lee Huffman (Ep. 192) 36:45

4M ago36:45

36:45

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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