We are thrilled to share that the Mitlin Money Mindset® has been named a finalist in the Podcast – Investor Focused category of the 2025 WealthManagement.com Industry Awards, affectionately known as the Wealthies!
The Mitlin Money Mindset® became more than a podcast—it has ignited a movement rooted in purpose, connection, and JOY. This recognition serves as a reminder that when you lead with JOY, you can make a difference!
The Power of One Question
From its first episode, the last question host Larry Sprung asked each guest was:
“What did you do today that brought you joy?®”
Over time, that question became more than a way to build consistency—JOY became a philosophy that reshaped Mitlin Financial, Inc.®
Today, leading with JOY is more than just how we end podcast conversations—it’s how we begin conversations with the families we serve.
From Larry Sprung, CFP®
“The Mitlin Money Mindset being named a finalist for the Wealthies is humbling, but what makes the podcast special isn’t the award, it’s the incredible guests who show up and share their stories. I’m so grateful to those guests, our listeners, and the amazing team behind the mic who make it all possible. Their support lets me focus on what I truly enJOY—the conversations. It was through those conversations that JOY first became a guiding principle, and over time, it’s grown into a movement that’s transformed how we serve and redefined financial planning.”
A Question That Changed Everything
“What did you do today that brought you joy?®” challenges you to reflect on what truly matters and is a reminder that JOY can be the foundation of financial decisions.
This simple question has opened the door to deeper, more authentic conversations with podcast guests, the families we serve, and even strangers who smile and answer when they spot it on a t-shirt.
Celebrating Our Technology Partners
In that same spirit of leading with JOY, we’re excited to congratulate our incredible technology partners on being named 2025 Wealthies finalists!
The families we serve at Mitlin Financial, Inc.® have access to and are supported by powerful tools thanks to a tech stack designed with intention:
- Flourish helps protect their cash with up to $6 million in FDIC insurance.
- Holistiplan gives us the insight to plan around taxes, not just react to them.
- Pontera enables us to assist with held-away retirement accounts, often among the largest assets, like 401(k)s and 403(b)s, ensuring they remain aligned with financial goals.
- Egnyte helps keep sensitive documents secure and easy to access.
- Orion connects everything behind the scenes.
- Vestwell gives a modern, flexible 401(k) solution.
- Estate planning is made easier with Wealth.com.
- Smart investment decisions are powered by YCharts.
- And to make it all work even better, Zocks | AI for Advisors integrates the details into Salesforce, giving us more time to focus on what matters most: the families we serve.
We are proud to work alongside these innovators who help us deliver a client-first experience. Their recognition is a reflection of the impact these solutions have on the future of the profession.
From WealthManagement.com
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations at WealthManagement.com.
“They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
See You at the Wealthies!
We look forward to enJOYing the evening alongside this incredible community of innovators when the winners are revealed on September 4th, 2025, in New York City.
Mitlin Money Mindset® was selected as a finalist for the WealthManagement.com 2025 Investor Focused Podcast Wealthie Award. Industry Awards are independently granted in recognition of business initiatives that enhance financial advisor success and help advisors create better outcomes for their clients.
Nomination and selection processes are conducted by Informa Plc. The program begins with an open nomination process for all categories. Firms self-submit business initiatives introduced or enhanced during the previous 18 months. Submissions are reviewed by a panel of independent judges, looking at the submission’s innovation, scope, and impact. Judges select finalists for each category, then each judge ranks finalists, with the weighted aggregate ranking determining the winner.
Judges’ decisions are made independent of any firm’s business relationships with Informa Plc. Judges recuse themselves from the process of selecting finalists or winners for any category where a conflict exists. No compensation was provided directly or indirectly by the recipient for participation or in connection with the award consideration.
Finalist selection for this award is not a guarantee of future investment success, and this recognition should not be construed as an endorsement of the financial professional by any client.
