Lawrence Sprung: What Does Joy Have to Do with Financial Planning?

Money Talk with Yu, hosted by Jerry Yu

Join financial guru Lawrence Sprung as he challenges the money mindset, aiming to infuse joy into financial planning while confronting the conflict between present enjoyment and future goals.

About Lawrence Sprung:

Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc., the author of the Amazon Bestselling book “Financial Planning Made Personal. and host of the Mitlin Money Mindset™. In 2004 Larry founded Mitlin Financial, Inc., a firm named in memory of his wife’s grandfather Mitchell, and his mom, Linda. The Mitlin team helps the families they serve to design their future while planning for JOY along the way.

Larry, a distinguished financial advisor, has garnered industry accolades, such as being named an Investopedia Top 10 Advisor in 2022 and a Top Advisor 100 in 2021 and 2023. He is also dedicated to mental health advocacy, serving over 12 years on the National Board of the American Foundation for Suicide Prevention and raising $1.7 million through the Keith Milano Memorial Fund with his wife. Family is paramount to Larry, shaping his identity both personally and professionally, with a passion for ice hockey and family vacations.

On today’s Fortify Your Financial Kingdom, Lawrence and Jerry discuss how to:

• Discover how your mindset can shape your financial success and well-being.
• Uncover the importance of finding joy in financial planning and how it can transform your relationship with money.
• Learn how to balance your business success with giving back to the community through charity work.
• Explore the common challenges in managing finances and gain practical strategies to overcome them.

“There should be a happy medium where we're saving for our future, but at the same time, we're getting joy from today."

— Lawrence Sprung

Contact Lawrence:

LinkedIn: https://www.linkedin.com/in/lawrencesprung/

X(Twitter): https://twitter.com/Lawrence_Sprung

Facebook: https://www.facebook.com/lawrencesprung/

Instagram: https://www.instagram.com/larry_sprung/

Financial Planning Made Personal

Download the first 2 Chapters for Free

www.financialplanningmadepersonal.com

Mitlin Money Mindset®

Website: www.mitlinmoneymindset.com

Mitlin Financial, Inc®:

Website: www.mitlinfinancial.com

Mitlin Financial Inc. is proud to be a Carson partner firm; enabling them to offer clients a multitude of resources, which include a robust infrastructure and technology system, a thorough research team, and multiple investment strategies. Carson currently manages more than $30 billion in assets.

Investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Third-party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

About the host, Jerry Yu:

Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation.

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA)

Office: 500 Technology Dr., #300. Irvine, CA 92618

Work: [phone]

Cell: [phone]

Email: [e-mail]

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.