What if the key to financial well-being lies not in racing ahead but in adopting a slow and steady approach?
In this episode of Mitlin Money Mindset®, Larry Sprung interviews Tae Kim, the founder of Financial Tortoise, about his journey from corporate Finance to entrepreneurship. Tae shares his insights on the power of YouTube, the importance of a gradual approach to financial Growth, and the rewards of aligning work with personal priorities. He also reflects on his personal growth and the JOY of achieving flexibility.
Tae discusses:
- His transition from a decade-long career in corporate finance to founding the Financial Tortoise YouTube channel
- The financial wake-up call he experienced after getting married and recognizing his responsibility to his Family
- His and his wife’s five-year process of financially and mentally preparing for the shift to entrepreneurship
- The power of YouTube as a platform for sharing information, building a business, and marketing, as well as his surprise at the positive reception of his educational content
- The importance of taking a slow and steady approach to finances
- And more!
Resources:
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About Our Guest:
Tae Kim is the founder of Financial Tortoise, a platform dedicated to guiding individuals toward Financial Independence and well-being through sustainable and mindful strategies. With a background spanning corporate finance and a passion for sharing practical financial knowledge, Tae offers a refreshing perspective on wealth building, emphasizing simplicity, patience, and aligning financial decisions with personal values. His insights, shared through platforms like YouTube, draw from his own experiences, including overcoming significant debt and prioritizing family and flexibility in his career path.
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.
Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate.
Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the also host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”
In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That’s why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.
In recognition of Larry’s significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.
Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.
Larry values his family tremendously and his desire to do right by his wife and two sons drives who he is in and out of the office.
