The Dream Architect Life: Where Money and Mindset Meet

What if the life you want is closer than you think? What if the only difference between wishing and living it is a process? In this special episode replay, Bryan Sweet revisits his powerful conversation with entrepreneur Chris Johnson, founder of Rapid Brands and Passive Candidate Pro.  Chris shares how he “operationalizes” dreaming through structured goal setting, moment-based planning, and intentional mindset routines. He explains his personal retreat process, morning discipline, and how gratitude builds resilience. They also explore hiring lessons, faith during uncertainty, and the courage required to pursue big visions without losing perspective. Chris shares: How “moment goals” by dollar categories clarify dreams and create tangible action steps His structured morning routine that builds resilience before facing daily challenges Why writing down blessings strengthens mindset and protects against negativity The hiring mistake that cost millions and the lesson about being addicted to potential A powerful reminder from his daughter about gratitude, ambition, and perspective And more! Connect With Chris Johnson: LinkedIn: Chris Johnson PassiveCandidatePro.com Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Chris Johnson is an entrepreneur, investor, and founder of Passive Candidate Pro. Known for his Shark Tank-featured consumer products company, Rapid Brands, Chris has spent two decades in recruiting and business building. Today, he helps companies harness AI to find and hire top talent while encouraging individuals to dream bigger, operationalize their goals, and live with gratitude. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.  

Big dreams often surface quietly, then get talked down by doubt, timing, or other people’s opinions. What if the real work is not letting them disappear? How do you know which dreams are worth pursuing, who to bring along, and what tradeoffs actually matter? In this episode, Bryan Sweet sits down with Nick Nanton, Emmy Award winning filmmaker, producer, and bestselling author, to talk about dreaming intentionally, using creativity as a practical tool, and building teams that allow big ideas to become real. Nick shares how clarity, values, and persistence shape meaningful progress, why failure is part of the process, and how choosing gratitude over anxiety opens doors even in uncertain seasons. Key takeaways: Why creativity is about using your natural strengths, not artistic talent or inspiration alone How surrounding yourself with people you admire accelerates progress toward meaningful goals The role of values and alignment when choosing projects, partners, and risks How failure, timing, and persistence shape long-term fulfillment Why intentional living requires clarity about what you want and why it matters And more! Resources:  Book: The Bezos Letters by Steve Anderson Book: Never Split the Difference by Chris Voss Book: Pappyland by Wright Thompson Book: It’s Never Too Late by Kathie Lee Gifford Book: No Easy Day by Mark Owen Connect With Nick Nanton: Website: Nick Nanton Instagram: Nick Nanton (@nicknanton) Facebook: Nick Nanton Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Nick Nanton grew up not with a safety net, but with a relentless curiosity and the belief that possibility was something you created, not something you waited for. That belief carried him from law school to launching the Celebrity Branding® Agency, and eventually to founding DNA® Films—a studio that has now produced 60+ films and earned 22 Emmy Awards. It didn’t happen because conditions were perfect. It happened because again and again, Nick bet big on what mattered. And when it worked? He doubled down. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What if fulfillment comes not from chasing more, but from simplifying how you see life, work, and personal growth? Many people hold themselves back through fear, misplaced expectations, or a lack of clarity about what truly matters. Reframing these patterns can change how progress, happiness, and purpose are experienced over time. In this episode, Bryan Sweet revisits a powerful conversation with Dr. Bharat “Doc” Sangani, Cardiologist and Founder and CEO of Encore Enterprises, reflecting on belief, decision-making, mentorship, and redefining happiness. The discussion explores fear management, values-based living, long-term perspective, and the idea that happiness can be measured through health, wealth, and relationships. Key takeaways: How belief paired with effort influences long-term progress and resilience Why fear often comes from a lack of preparation rather than a lack of ability The importance of mentors in validating direction and realistic expectations A practical framework for viewing mistakes as feedback instead of failure How simplifying values and perspective can reshape fulfillment and motivation And more! Resources: Turning Big Dreams Into Reality with Richard Wilson (Ep. 84)  Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Dr. Bharat Sangani: LinkedIn: Dr. Bharat Sangani Encore Enterprises About Our Guest: Bharat Sangani, MD, Encore’s Chairman and CEO, co-founded the firm in 1999 as a vehicle for investors to share in the success of his real estate deals. “Doc,” as he is known by both clients and co-workers, made his first investment in real estate in 1991. He quickly learned he had a natural instinct for commercial real estate investing and began growing his portfolio. Over the 30 years that followed, Doc has established a successful private commercial real estate investment and development firm with a proven track record across multiple sectors throughout the United States.  Admired for his relentless work ethic, Doc, along with a team of experienced, results-driven, and forward-thinking individuals, leads Encore on the principles of honesty, integrity, and fairness. Doc sits on the Board of Directors of Encore Enterprises, Inc., and Encore Properties, Ltd. He is an active contributor to the community and is involved in various charities both locally and in India. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Big goals often feel out of reach when life throws setbacks your way. But what if the obstacles are actually shaping the path forward? In this episode, Bryan Sweet sits down with Randy Carver, CRPC®, CDFA®, President & CEO of Carver Financial Services, and author of Limitless, to talk about persistence, mindset, and defining personal meaning. Randy shares how early health challenges shaped his outlook, how failure can become fuel, and why clarity matters more than circumstances. The conversation explores vision setting, daily habits, leadership, and using purpose to create momentum in business and life. Key takeaways: How early adversity reshaped his mindset and influenced long-term motivation and persistence Why defining personal meaning matters more than tools, talent, or starting circumstances Practical habits that help maintain focus, discipline, and forward momentum each day Lessons on leadership, delegation, and building teams that scale beyond the individual How service, generosity, and purpose can guide decisions and future direction And more! Connect With Randy Carver: LinkedIn: Randy Carver Website: Carver Financial Services Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Randy Carver was born in New York City, grew up in Baltimore, Maryland, and spent his teen years in Toronto, Canada. As a teenager, Randy started and ran several successful businesses, including a catering firm and two home renovation companies. He attended Oberlin College where he earned his degree in economics. Upon graduating in 1987, Randy opened a branch office for a regional brokerage firm in Mentor, Ohio. The office became one of the company’s most successful within three years. In 1990, Randy founded Carver Financial Services to provide Personal Vision Planning® by offering clients unbiased investment information and a wide range of financial products and services through an international firm. He has offered securities through Raymond James Financial Services since 1990. Randy is a General Securities Principal (Series 24 license), Municipal Securities Principal (Series 53 license), holds Series 7 and Series 63 securities licenses, in addition to a series 31 futures license. He also holds a life, health, and annuity insurance license. Randy has earned the Chartered Retirement Planning Counselors CRPC® designation from the College for Financial Planning and is a Certified Divorce Financial Analyst® practitioner, having completed the certification from the Institute for Divorce Financial Analysts earning the CDFA® designation. Randy has taught accountancy board-approved continuing education courses for certified public accountants, as well as Supreme Court Commission on Continuing Legal Education-approved courses for attorneys since 1989. Randy has appeared as a commentator on FOX Business, CNN, Yahoo Finance, Bankrate, Cheddar TV, Newsmax, and Fox News. He has been featured in the New York Times, Barron’s, Forbes, Financial Times, The News-Herald, Crain’s Cleveland Business, the Toledo Blade and The Wall Street Journal. Barron’s has named Randy Carver one of the top 1200 advisors in the United States and one of the top 10 in Ohio every year since 2010. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Click here to see all the awards he has received from Barron’s, Forbes, Financial Times, etc. Randy lives in Kirtland Hills, Ohio, with his significant other, Christine, and their three dogs, Brutus, Mongo, and Thor. His daughter Cid is living in Tel Aviv, Israel. Randy is a licensed private pilot, flying for both business and pleasure, and pursues other eclectic hobbies ranging from gourmet cooking to riding motorcycles. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this episode of The Dream Architect Life, Brian Sweet sits down with Scott Danner, a longtime industry friend, author, coach, and Executive Vice President, Head of Legacy, at Steward Partners, for a real conversation about dreaming bigger, staying grounded, and building a life you actually want to live. Scott shares how growing up without “extras” shaped his drive, how he moved from building a financial advisory practice to building a multi-state enterprise, and why the real win is designing a life aligned with your values. Along the way, he breaks down his LIFE model (Love, Impact, Faith, Energy), the “cheat code” habits he leans on daily, and why action is often the fastest way through fear. The conversation also touches on legacy, fatherhood, perspective, and a simple but powerful question: what would you regret not doing if time ran out sooner than you expected? Scott discusses: How thinking big starts with confidence, then grows into serving others The LIFE model (Love, Impact, Faith, Energy) and how it shapes decisions Why action and momentum can break the grip of fear Daily practices that keep him steady when routines get disrupted Books that shaped his perspective, including Think and Grow Rich, Man’s Search for Meaning, and Inner Excellence And more Resources: Man’s Search for Meaning, Viktor Frankl Inner Excellence, Jim Murphy Connect With Scott Danner: scottdanner.com Podcast: The High Performance Life Podcast LinkedIn: Scott Danner Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Scott Danner is the Executive Vice President, Head of Legacy, at Steward Partners. Outside of his traditional financial advising role of 23 years, Scott W. Danner is the Executive Vice President of Steward Partners and Head of Legacy, the firm’s M&A division. He leads all M&A strategy for Steward Partners, oversees the Legacy division and its teams, and contributes to major firm initiatives and strategic growth efforts. After building Freedom Street Partners into a thriving firm, he led its merger with Steward Partners in 2023, bringing his expertise in M&A, succession planning, and business development to the forefront. A recognized leader in financial services, Scott has helped scale firms, navigate transitions, and drive industry-leading expansion. Previously, as CEO of Freedom Street Partners, he grew the firm to seven states, overseeing 40 advisors managing nearly $3.5 billion in assets under advisement.  His impact has earned him as a finalist to the ThinkAdvisor’s Luminaries Individual Award for RIA M&A Leader of the Year (RIAs: Less Than $10 Billion AUM/AUA), recognition on InvestmentNews’ 2024 “Hot List”, and inclusion on the Forbes Best-In-State Wealth Advisors list (2021, 2022, 2023). Scott’s track record includes successfully building a $25M+ revenue business with over 100 employees, selling it at peak valuation, and establishing himself as a leading consultant in M&A for financial advisory firms. He is frequently sought after for industry insights and media interviews. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What if curiosity could be your greatest financial advantage? Bryan Sweet sits down with Sonu Varghese, VP and Global Macro Strategist at Carson Group, for a conversation that blends mindset and money in unexpected ways. From growing up in Oman to building a career in finance, Sonu shares how serendipity, curiosity, and courage shaped his life’s direction. He opens up about facing fear, creating his own luck, and learning through every setback. Bryan and Sonu also discuss how curiosity doesn’t just expand your mind, it can strengthen your financial life too, especially when it comes to making smarter, tax-efficient investment decisions that help you keep more of what you earn. What to expect: How curiosity can lead to life-changing opportunities The link between mindset and financial growth Real examples of turning fear into forward motion The overlooked value of tax-efficient investing And more Connect With Sonu Varghese: Carson Wealth LinkedIn: Sonu Varghese, Ph.D. Facts vs Feelings Podcast Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Sonu has over 15 years of experience in the Asset Management industry. Before joining Carson, he was a Partner and Director of Research at Convex Capital Management where he co-managed portfolios, advised clients and led the research effort, including creating a proprietary leading economic index for 30 countries and systematizing investment processes. Prior to that Sonu worked independently with hedge fund managers and high-net worth individuals to develop quantitative investment models for trading equities, options, ETFs and closed-end funds. Sonu started his career in finance during the final year of his Ph.D. at Purdue University, when he got an opportunity to do options modeling work. He finished his Ph.D. in Mechanical Engineering in 2006, with his dissertation focused on simulating blood flow in diseased arteries. However, he decided to pursue finance as he enjoyed the mathematical modeling aspect of it, and the challenges thrown up by human behavior in markets. Prior to his Ph.D., Sonu received his M.S. in Mechanical Engineering from Purdue and Bachelors in Engineering from the National Institute of Technology (Trichy) in India. Sonu and his wife love to travel and are looking forward to doing a lot more of it as their twins grow up. They also enjoy listening to an eclectic selection of music as a family and being outdoors in the city (Chicago weather permitting). At home, you may find him hanging out with the family with a guitar in his hands, cooking or if the kids are asleep, watching TV or reading. He is also passionate about teaching Math – including statistics, probability and personal finance – at the community college in Chicago downtown. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

When you’ve built success, what’s next? Bryan Sweet sits down with Lee Brower, international gratitude advocate, founder of Empowered Wealth, and long-time coach with Strategic Coach. What unfolds is a masterclass in mindset, purpose, and what truly lasts. Lee shares stories that will shift how you think about goals, values, family, business, and what it means to make an impact. From raising cheetahs on a farm to mentoring leaders around the globe, his wisdom is rooted in real-life experience. What you can expect: The surprising reason why “arriving” is more dangerous than failing Why values alone fall short and the enduring power of principles How to create “yellow flower moments” that live beyond you A simple shift to reframe fear and unlock generational purpose And so much more! Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Lee Brower: Lee Brower Website Empowered Wealth LinkedIn: Lee Brower X: @lee_brower (801) 397-3300 About Our Guest: Lee Brower understands that true success goes beyond financial wealth. It encompasses a holistic view that encompasses family values, relationships, and personal fulfillment. With over 19 years of experience coaching successful entrepreneurs through programs offered by Strategic Coach, Lee has gained profound insights into the challenges faced by families in the business world. Empowered Wealth, the brainchild of Lee Brower, stands as a testament to his passion for empowering families. As a Business Family Coach, Lee believes that when families are empowered, they can overcome social, political, and economic obstacles, leading to a more harmonious and prosperous society. What sets Lee Brower apart is his unwavering commitment to bridging the gap between family and business. While family businesses play a vital role in the global economy, there is often a lack of focus on the family dynamics within these enterprises. Lee recognizes that the family itself is an integral part of the equation, with financial futures and unspoken life lessons intertwined with the success of the business. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

At 25 years old, Randi Brill turned down a promotion, a salary more than double her current one, stock options, a secretary, and a company car. Why? Because she believed in something bigger than the offer on the table. In this inspiring conversation, Bryan Sweet sits down with Randi to unpack her journey from a quirky, cast-signed nine-year-old entrepreneur to the founder of Just Call Randi, a brand strategy powerhouse for ACEs (Advisors, Collaborators, and Entrepreneurs). Here’s what to expect: The early entrepreneurial moment that set her path in motion Why fear is often just the fuel you haven’t tapped yet The art of walking away from success to find alignment How redefining your identity can unlock your next chapter And more! Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Randi Brill: LinkedIn: Randi Brill Randiland Press Just Call Randi. YouTube: Just Call Randi About Our Guest: According to her mother, Posy (an extremely reliable source on this particular topic), Randi Brill first announced she was going to be in charge of something at the ripe old age of 14. Randi has been in charge of many creative “somethings” ever since. In her role as Chief Creative Officer of JUST CALL RANDI, the Brand Design Agency exclusively for ACEs: Advisors, Collaborators, and Entrepreneurs, and their growing companies, Randi delivers Differentiation through Brand Design solutions and creative results to help visionaries and their companies soar. And she loves it! So far, Randi has written and personally designed and published four books under her Randiland Press imprint, including Let Me ENTREtain You, One Entrepreneur’s Comical, Poignant, & Very Short Tales to Inspire Yours. This autobiographical “tale of grow,” was a true passion project for Randi, created to help boost the “you-can-do-this,-too” confidence of the entrepreneurs she serves. Check out the flip book excerpt below for a sneak peek at a few of Randi’s earliest entrepreneurial adventures. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What does it take to dream big, stay grateful, and turn ideas into real-world success?  In this episode of The Dream Architect Life, Bryan Sweet sits down with serial entrepreneur and Shark Tank alum Chris Johnson, whose journey spans teen dance clubs, a Hollywood talent agency, the Rapid Ramen Cooker, and now an AI-powered hiring platform. Chris, founder of Passive Candidate Pro AI, shares the philosophy that shaped his life, the practices that keep him grounded and moving forward: daily prayer, gratitude journaling, and vision setting. Tune in as he also opens up about the lessons learned from failures, the pitfalls of hiring, and why uncertainty is the space where growth happens. Their conversation is equal parts practical and inspiring, perfect for anyone ready to rethink how they dream, set goals, and live with purpose. Key highlights include: The “two dreams” philosophy that his father instilled early on His system of “moment goals” and vision boards that become reality boards Lessons from failure, including costly hiring mistakes, and how to extract growth from setbacks Why gratitude, family, and faith are the true oxygen that sustain him And more Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Chris Johnson: LinkedIn: Chris Johnson PassiveCandidatePro.com About Our Guest: Chris Johnson is an entrepreneur, investor, and founder of Passive Candidate Pro. Known for his Shark Tank-featured consumer products company, Rapid Brands, Chris has spent two decades in recruiting and business building. Today, he helps companies harness AI to find and hire top talent while encouraging individuals to dream bigger, operationalize their goals, and live with gratitude. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Life transitions can feel daunting, even after years of success. How do you move from a thriving career into a new chapter filled with meaning, purpose, and balance? In this episode, Bryan Sweet welcomes Peter Maller, a South Africa–born tennis player turned top financial advisor, who shares how he built an extraordinary career and then made the courageous choice to step into a life beyond business. Peter discusses: Overcoming fear by leaning into discomfort and embracing growth Why values and respect shaped his approach to leadership and client relationships The role of health, longevity, and purpose in navigating retirement transitions How accountability, reading, and community have guided his next chapter And more. Resources: Tuesdays with Morrie by Mitch Albom From Strength to Strength by Arthur C. Brooks Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Peter Maller: LinkedIn: Peter Maller About Our Guest: Peter Maller is a retired financial advisor who spent 35 years building one of the most respected practices in his firm. Originally from South Africa, Peter came to the U.S. on a tennis scholarship and later transitioned into financial services. Known for his values-driven leadership and relationship-focused client work, Peter now devotes his time to family, travel, mentorship, and giving back to his community. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Don Connelly isn’t just a master storyteller; he’s living proof that passion, purpose, and soft skills matter more with age, not less.  At nearly 80 years old, Don brings unmatched wisdom from decades in the financial services industry. In this rich and heartfelt conversation with Bryan Sweet, he reflects on building a life of value, how storytelling makes the difference in client relationships, and why he refuses to retire. From overcoming rejection to defining what it means to “retire to” rather than “retire from,” Don offers up insight you won’t find in a textbook. Whether you’re a veteran advisor or just starting out, this is one of those rare episodes that feels like a mentorship session. What to Expect: The soft skill that sets top advisors apart How to stay sharp, engaged, and joyful at any age The one question clients care about most A new way to think about your next chapter in life And more! Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture”, here Connect With Don Connelly: LinkedIn: Don Connelly Don Connelly & Associates About Our Guest: Don Connelly is perhaps the nation’s most successful speaker, motivator, and mentor to advisors in the financial services industry. His career on Wall Street spans more than 40 years and includes positions as stock broker, financial planner, branch manager, wholesaler, national sales manager, and, for nearly 19 years, a company spokesperson and Senior Marketing Officer for a multi-billion dollar Investment Firm. Now, as founder of Don Connelly 24/7, an extraordinary learning center and mentoring program, Don’s timely and provocative sales ideas are available to thousands of financial professionals, 24 hours a day, seven days a week. Don has lectured tens of thousands of investors and financial services professionals in large cities, small towns, boardrooms, and universities. Audiences at England’s Cambridge University, Harvard, Wharton School of Business, Chapman College, and Pepperdine have all benefited from his presentations. He has shared his wisdom with Investment professionals abroad in New Zealand, Australia, Spain, Canada, England, South Korea, and Ireland. In the past few years, he has given several presentations to the prestigious Million Dollar Roundtable as both a main platform and workshop speaker. Offering practical guidance to financial services professionals, Don inspires audiences to strive for greater accomplishments. He is known as a guru on managing client relationships, selling, and becoming a successful financial advisor. He educates, entertains, and motivates audiences with an extraordinary flair and fast-paced combination of wit, intellect, anecdotes, and simplistic doctrine. Don’s mission for financial professionals is to simplify the process. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this episode of The Dream Architect Life Podcast, Bryan Sweet welcomes long-time friend and fellow study group member Brian Heckert. From small-town beginnings to leading a multi-state advisory firm, Brian shares the principles, mentors, and turning points that shaped his career and life. Brian discusses: How meeting his wife in first grade shaped his values and vision Why having a “next big idea” matters at every stage of life The role of mentors in guiding personal and professional growth Strategies for staying out of ruts and surrounding yourself with the right people How clarity, core goals, and strong values drive decision-making And more Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Brian Heckert: LinkedIn: Brian Heckert  FSM Wealth About Our Guest: Brian Heckert is the past president of the Million Dollar Round Table, leading an organization of 90,000 members worldwide. With decades in the financial services industry, he is known for his visionary leadership, mentorship, and commitment to helping clients and advisors think bigger about what’s possible in their lives. From innovative business models to giving back through community involvement, Brian continues to inspire others to lead with clarity, integrity, and purpose. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What if your biggest legacy isn’t what you leave behind, but how you live right now? In this heartfelt episode, Bryan Sweet is joined by his longtime friend and fellow financial advisor John Moshides to explore the meaning behind “Dreams Are Possible Day,” a holiday Bryan created to reignite purpose and possibility at any age.  From humble beginnings in Niagara Falls to mentoring rising advisors and raising a family legacy, John shares stories that illuminate how real dreams are built through courage, conviction, and continuous learning. What to expect from this release: Why fear is often just the cost of stepping into your next chapter How to live your values, not just talk about them A morning routine that’s helped John grow every day for 6 years What “living your legacy” really means And more! Resources:  “The Miracle Morning” by Hal Elrod Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With John Moshides: LinkedIn: John Moshides, CLU, ChFC, AEP, CLTC Moshides Financial Group [email protected]  About Our Guest: John C. Moshides, CLU, ChFC, CLTC, AEP, is President of Moshides Financial Group and creator of The Financial Freedom Solution Process as well as the Business of Wealth Planning Process. He is an advisor for primarily business owners and professionals who, among other things, aspire to a work-optional lifestyle. A native of Niagara Falls, NY, John earned a bachelor’s degree in management from The State University of NY at Buffalo in 1980. He started his financial services career in 1981 and founded Moshides Financial Group, offering a full spectrum of financial planning services in 1987. He earned his Chartered Life Underwriter designation in 1991 and became certified in Long Term Care planning in 2005. In 2010, John earned his Chartered Financial Consultant designation, as well as completing the requirements for designation as an Accredited Estate Planner. John was President of the Estate Analysts of Western New York in 2017-2018. He is also a past President of the Buffalo Chapter of the Society of Financial Service Professionals and is one of only a few recipients of the Distinguished Service Award from the Society. John also served as President of the National Association of Insurance and Financial Advisors – Buffalo Chapter. He is a qualifying and life member of the Million Dollar Round Table with many Top of the Table and Court of the Table qualifications.  The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Ron Greenberg didn’t grow up around wealth, but he did grow up with hustle.  In this inspiring episode, Ron shares how a modest upbringing, a strong work ethic, and a desire for financial stability propelled him into a 35+ year journey of entrepreneurial success. From duct-taped car doors to onboarding his firm’s largest client ever, Ron’s story is about more than just grit. It’s about how consistent vision, personal accountability, and deep relationships shaped the business and life, which he never thought was possible. Here’s what you can expect from this release: How Ron turned early scarcity into a life of service and abundance The power of visualizing success and working backwards from the dream Why leadership means letting go, not doing more How golf became his most effective relationship-building tool And more! Resources:  The Strategic Coach® Connect With Ron Greenberg: LinkedIn: Ron Greenberg Greenberg & Rapp Financial Group (973) 434-8700 Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: As a founding partner of Greenberg and Rapp Financial Group, Inc., Ronald Greenberg has devoted his practice to working with closely-held business owners and affluent individuals, and has developed one of the leading national firms dedicated to helping clients grow, manage, and preserve their wealth. Ron began his career in financial services with Prudential in 1988. He holds the Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP®,) and Master Registered Financial Consultant (MRFC®) designations. Ron was a member of the prestigious Million Dollar Round Table* and has been a Top of the Table level advisor. He is a past president of the North Jersey Chapter of the Society of Financial Service Professionals as well as a member of the Tri-County and Northern NJ Estate Planning Councils. He has spoken extensively on the topics of preserving family wealth and exit planning strategies for business owners. In his community, Ron is a founding board member of Liam’s Room, whose mission is to create home-like hospital rooms for children with life-threatening illnesses. He is also a volunteer at Cresthaven Academy, a charter school in Plainfield, NJ. An avid golfer, Ron lives in Westfield, NJ, with his wife Debbie and two children. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

He started a business at 19 to impress a girl. That girl became his wife, and the business became the foundation for a powerful entrepreneurial journey spanning over two decades. In this release, Bryan Sweet sits down with JR Lay, bestselling author, global keynote speaker, and founder of Level Up Business. From early success and personal setbacks to family alignment and faith-fueled decisions, JR shares how he’s transforming hard-earned wisdom into his next big leap. You’ll hear: Why success without alignment creates internal conflict How fear of judgment and fear of success keep entrepreneurs stuck The five “fires of fear” and how to move through them How video content can become a long-lasting legacy asset And more! Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With James Robert (JR) Lay: James Robert Lay Website Level Up Business LinkedIn: James Robert (JR) Lay Digital Growth Institute (832) 549-5792 About Our Guest: James Robert Lay is one of the world’s leading digital marketing authors, speakers, and advisors for financial brands. As a digital anthropologist based in Houston, TX, James Robert is the author of the bestselling book, Banking on Digital Growth. He is also the founder and CEO of the Digital Growth Institute, where he has guided more than 520 financial brands on a mission to simplify digital marketing and sales strategies that empower banks and credit unions to generate 10X more loans and deposits. James Robert has been named one of the Financial Brand‘s “Top Global Financial Services Influencers to Follow,” a CUNA “Credit Union Rock Star,” and a CU Times “Under 40 Trailblazer.” His insights have been featured in leading media outlets including Entrepreneur.com, US News and World Report, Quartz, The Financial Brand, American Banker, CU Times, and CU Journal, among many others, and he frequently shares his research and insights at industry events and universities throughout the United States.  The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this episode of The Dream Architect Life, Bryan Sweet welcomes Dr. Bharat “Doc” Sangani, a cardiologist who came to the U.S. from Mumbai with just $10.45 and went on to build a $2 billion private equity firm. From medicine to franchising to real estate, Doc shares how belief, effort, and a few exceptional decisions shaped his journey. He emphasizes the importance of learning from mistakes, overcoming fear with preparation, and the power of seeking out mentors. Doc’s advice is practical: live below your means, plan for the worst, and stay committed to what you believe in. The conversation also explores his deeper philosophy—seeing life as a gift and removing yourself from the center of it to gain clarity and peace. With humor and humility, Doc delivers insights on success, simplicity, and staying true to your values. Expect insights on: How fear can fuel vision, not paralyze it Why belief and effort matter more than perfection Doc’s framework for quantifying happiness The power of mentorship, humility, and surrender And more! Resources: Turning Big Dreams Into Reality with Richard Wilson (Ep. 84) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Dr. Bharat Sangani: LinkedIn: Dr. Bharat Sangani Encore Enterprises About Our Guest: Bharat Sangani, MD, Encore’s Chairman and CEO, co-founded the firm in 1999 as a vehicle for investors to share in the success of his real estate deals. “Doc,” as he is known by both clients and co-workers, made his first investment in real estate in 1991. He quickly learned he had a natural instinct for commercial real estate investing and began growing his portfolio. Over the 30 years that followed, Doc has established a successful private commercial real estate investment and development firm with a proven track record across multiple sectors throughout the United States.  Admired for his relentless work ethic, Doc, along with a team of experienced, results-driven, and forward-thinking individuals, leads Encore on the principles of honesty, integrity, and fairness. Doc sits on the Board of Directors of Encore Enterprises, Inc., and Encore Properties, Ltd. He is an active contributor to the community and is involved in various charities both locally and in India. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

How do you turn your dreams into reality, even when life’s obstacles stand in the way? In this episode, Bryan Sweet sits down with Richard Wilson, the dynamic founder of Family Office Club, to discuss how mindset and strategic planning can elevate your future. Richard shares his riveting journey from starting a humble blog to building a thriving investor community. Richard and Bryan discuss:  Richard’s fascinating journey to creating the largest investor access point [00:01:32] The power of having a crystal-clear vision and dreaming big [00:05:43] The development and impact of AI tools in financial decision-making [00:16:35] Lessons learned from ultra-successful individuals [00:12:08] Richard’s approach to health and achieving a holistic lifestyle [00:31:29] And more Resources:  Family Office Club AI Tools Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Richard Wilson: LinkedIn: Richard Wilson Family Office Club About Our Guest: Richard C. Wilson is a husband, adventure enthusiast, father of 3 girls, and a third-generation Eagle Scout. Richard is also the CEO of the #1 ultra-wealthy investor club with 7,500+ investors called Family Office Club, which hosts 16 in-person events per year. His investor club runs the most listened to podcast on family offices, the most watched YouTube channel with 1,000+ videos, and has spent $25M in the last 17 years hosting 300+ live events and he has a total of 15 million social media group members and followers. Richard also runs and owns Billionaires.com, where he is interviewing 100 billionaires publicly to create the #1 resource on their scaling strategies and mindset. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC-registered investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What does it mean to dream big and embrace life’s opportunities? In this episode, Bryan Sweet hosts a fascinating discussion with Warren Barry, a captivating speaker and storyteller from Canada. Warren’s journey from chef to keynote speaker showcases how embracing change and pursuing dreams can lead to fulfilling opportunities. Warren discusses:  His diverse career path and how it shaped his perspective on success and personal growth [00:02:09] The importance of being open to opportunities and saying yes to life’s invitations [00:11:50] Understanding and leveraging one’s unique strengths for personal and professional development [00:16:02] His innovative “Thank You Theory” and its potential impact on personal connections [00:31:07] And more Connect With Warren Barry: LinkedIn: Warren Barry [email protected]  Instinctive Solutions Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: International speaker and consultant Warren Barry uses the timeless story of “Duck, Duck, Goose!” to help leaders recognize how individuals with unique talents drive thriving workplace cultures. A pioneer in human behavior, Warren explores how counter-intuitive work environments benefit organizations by achieving more with less, all while having more fun. Through science-based insights, Warren helps teams harness their true potential, fostering harmony, productivity, and profitability. With his dynamic style, he creates cohesive teams that thrive in volatile markets and reduce workplace stress. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What if your old life insurance policy could fund your retirement dreams instead of just getting surrendered?  In this engaging episode of The Dream Architect Life Podcast, Bryan Sweet from Sweet Financial Partners chats with Jon B. Mendelsohn, CEO of Ashar Group. They delve into life settlements, a lesser-known but potentially lucrative option for those holding a life insurance policy with seemingly no need for it. Jon shares his journey from teaching to entrepreneurship and explains how life insurance can be appraised and sold, much like real estate, to potentially provide financial flexibility for retirement, charitable planning, or even supporting loved ones. They discuss the importance of being informed about options before canceling a policy, as well as the emotional and financial impact this decision can have on families. Jon B and Bryan cover: The basics of life settlements and their untapped potential [03:47] Real-life examples of life settlements transforming financial outcomes [13:34] Tax implications and process timelines for life settlements [06:27] How longevity and current health can influence policy valuation [27:25] Resources:  Rich Dad Poor Dad Book by Robert T. Kiyosaki Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Jon B. Mendelsohn: [email protected]  LinkedIn: Jon B. Mendelsohn Ashar Group About Jon B. Mendelsohn: Jon B. Mendelsohn is the CEO and co-founder of Ashar Group, a leading firm specializing in life settlements and life insurance policy valuations. With a deep passion for innovation and education, Jon has played a pivotal role in shaping Ashar Group’s success since its inception in 2003. He has led the company to develop proprietary, time-saving processes that help financial advisors and clients navigate the complexities of life insurance with transparency and responsibility. Jon is also an influential figure in the life settlements industry, advocating for best practices and ethical standards. He is an active member of the Forum 400, an exclusive community of elite insurance producers, and has shared his expertise as a guest speaker at prestigious institutions such as Harvard Business School and Columbia University’s PhD program in finance. In addition to his work with Ashar Group, Jon has been featured in leading publications such as Trust & Estates and Tax Adviser Magazine, offering insights into life settlements and wealth management. His forward-thinking approach has established him as a respected thought leader in the industry. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What if the key to unlocking your full potential is hidden in letting go of what holds you back? Join Bryan Sweet on The Dream Architect Life podcast as they dive into an inspiring conversation with Barry Garapedian, a renowned figure in Wall Street and a passionate advocate for empowering young minds. Barry shares his journey from a 39-year career in finance to creating family constitutions and mentoring young adults through the transition to their fullest potential. Barry discusses:  His transformation from Wall Street to working on family governance and designing impactful family constitutions [00:02:13] The seven pillars that define a winning life and why they are crucial for personal and family planning [00:03:16] Innovative strategies to build self-confidence in young minds through real-life practices like crafting vision boards and creating personalized notes [00:06:52] Tips for young individuals to gain a competitive edge in life, emphasizing the importance of both interpersonal skills and self-presentation [00:17:13] And more Resources:  Think And Grow Rich by Napoleon Hill How to Win Friends & Influence People by Dale Carnegie Joe Polish, founder of the Genius Network® Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here Connect With Barry Garapedian: LinkedIn: Barry Garapedian MAG7 Consultants About Our Guest: Barry Garapedian is the President and CEO of MAG 7 Consulting, a boutique coaching, mentoring, and advisory firm that caters to high-school and college-aged students. The MAG 7 program has distilled and codified key principles of achievement and paths to success that propel young people to meet their highest potentials in all aspects of life. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What happens when you embrace collaboration over competition? Join Bryan Sweet as he engages in an enlightening discussion with visionary Chad Mackay, a dynamic leader recognized by Inc. 5000. Chad shares his journey from a small town in South Carolina to founding over 55 ventures, showcasing his remarkable ability to identify and harness invisible business opportunities. Bryan and Chad discuss:  How non-verbal communication and life on a farm taught Chad essential business skills (3:04) The transformative power of vision in personal and business growth (8:02) Chad’s approach to collaboration and how it fuels exponential growth (14:46) The significance of identifying and naming your unique value contribution (18:55) And more Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here Connect With Chad Jenkins: LinkedIn: Chad Jenkins SEEDSPARK SEEDSPARK CoLAB Friction Fuel by Chad Jenkins Just Add A Zero by Chad Jenkins SEEDSPARK CoLAB Podcast About Our Guest: Chad’s zeal to understand how businesses work allows him to immediately identify invisible opportunities in “the way we have always done it.” His unique approach leverages the innate resources available, igniting a passion for innovation without the need for hefty investments or extended timelines. Chad’s journey began at age eight, turning his first job into a successful business venture, laying the foundation for his entrepreneurial spirit. His remarkable career is highlighted by significant achievements, including recognition in the Inc 5000, initiating over 50 ventures, and pioneering SEEDSPARK CoLAB Partners. When Chad couples his key fundamentals with his natural curiosity, these methods become the game-changers needed to move businesses toward exponential growth. This talent, what some call his highest value role, has opened the doors for Chad to work directly with leaders of businesses of every size across every industry. By analyzing the various aspects of an organization’s Dangers, Opportunities, and Strengths, Chad can quickly identify invisible opportunities that enable companies to create competitive advantages and increase margins, resulting in exponential enterprise value growth. The result is a proven track record of over forty owned or previously owned high-growth companies and hundreds of CoLAB Partners across North America. Now focused on helping others, he has passed on leadership in his companies. SEEDSPARK CoLAB Partners, his primary focus, stands out as a testament to his beliefs, aiming to drive growth through visible and actionable opportunities without any upfront cost to the entrepreneur.   The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What does it really mean to live your best life in retirement? Join Bryan Sweet as he dives into the final chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible. This episode goes beyond numbers and retirement statistics to explore how a strong sense of self-worth can transform your retirement journey. Discover how you can shift your mindset to focus on what truly matters—living richly rather than dying rich. This chapter covers:  Self-worth and its connection to achieving your biggest dreams (02:34) Shifting the retirement focus from money to life fulfillment (05:20) Creating positive momentum through tiny habits (14:10) And more Resources:  Dream Architecture: Chapter One (Ep.70) Chapter Two: What Do You Want For Your Future? (Ep.71) Chapter Three: How to Stay Focused on What You Want (Ep.72) Chapter Four: The Power of Surrounding Yourself with Positive Influences (Ep.73) Chapter Five: Overcoming Self-Doubt (Ep.74) Chapter Six: Stop Asking How & Find Your Who Instead (Ep.75) Chapter Seven: Navigating Uncertainty and Adversity (Ep.76) Chapter Eight: Turning Your Dreams Into Reality (Ep.77) Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What does it truly mean to dream big? How can you shatter your limiting beliefs to reach new heights in retirement?  Brittany shares inspiring stories and insights, encouraging you to harness your mindset to conquer what seems impossible. Learn how the bravery of individuals like Christopher Reeve can inspire you to chart a course for your biggest dreams, while practical advice on dealing with life transitions nurtures your personal growth.  You have the power to decide what your future holds, and it’s time to embrace opportunities that are just beyond your current reach. This episode’s highlights include: The significance of dreaming beyond current capabilities [00:03:00] Building self-confidence to fuel your big dreams [00:04:00] Why major life transitions can become turning points [00:09:00] The role of mentors and supportive networks [00:16:00] Steps to align your financial plans with your dreams [00:13:00] And more! Resources: Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet Dream Architecture: Chapter One (Ep.70) Chapter Two: What Do You Want For Your Future? (Ep.71) Chapter Three: How to Stay Focused on What You Want (Ep.72) Chapter Four: The Power of Surrounding Yourself with Positive Influences (Ep.73) Chapter Five: Overcoming Self-Doubt (Ep.74) Chapter Six: Stop Asking How & Find Your Who Instead (Ep.75) Chapter Seven: Navigating Uncertainty and Adversity (Ep.76) Chapter Eight: Turning Your Dreams Into Reality (Ep.77) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

What if retirement wasn’t just about slowing down, but rather speeding up to live out the dreams you’ve always had? Join Bryan Sweet, CLU®, ChFC®, as he reveals key strategies to build confidence in your financial future. Through smart planning and a focus on what truly matters, he’ll help you create a fulfilling and secure retirement. With insights from Dan Sullivan and Dr. Benjamin P. Hardy, Bryan challenges the common notion of retirement being a slow phase and instead portrays it as an exciting time to pursue significant life goals. Whether it’s opening a new business or traveling the globe, it’s never too late to dream big and plan wisely. Key highlights in this chapter include: How focusing on life goals complements financial planning [00:01:00] The pitfalls of early retirement without proper planning [00:03:00] Harnessing the power of planning and achieving small wins [00:08:00] Strategies to build self-confidence and avoid comparing yourself to others [00:14:00] And more! Resources:  Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet Dream Architecture: Chapter One (Ep.70) Chapter Two: What Do You Want For Your Future? (Ep.71) Chapter Three: How to Stay Focused on What You Want (Ep.72) Chapter Four: The Power of Surrounding Yourself with Positive Influences (Ep.73) Chapter Five: Overcoming Self-Doubt (Ep.74) Chapter Six: Stop Asking How & Find Your Who Instead (Ep.75) Chapter Seven: Navigating Uncertainty and Adversity (Ep.76) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Are life’s curveballs throwing you off balance?  Today’s episode features Chapter Seven of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible, and takes you through the art of navigating uncertainty with grace and resilience. Join Brittany Anderson from Sweet Financial Partners as she explores how a positive mindset isn’t just feel-good fluff—it’s a powerful tool to help you stay the course and achieve your dreams. Discover transformative insights and practical steps on how to reframe negative experiences into growth opportunities. Key points in this chapter include: The surprising link between attitude and health benefits [00:03:30] How gratitude and a shift in perspective can turn challenges into stepping stones [00:04:15] Empowering strategies to maintain a positive outlook during financial downturns [00:18:45] The “Experience Transformer” method for turning setbacks into setups for future success [00:12:45] And more! Resources:  Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet Dream Architecture: Chapter One (Ep.70) Chapter Two: What Do You Want For Your Future? (Ep.71) Chapter Three: How to Stay Focused on What You Want (Ep.72) Chapter Four: The Power of Surrounding Yourself with Positive Influences (Ep.73) Chapter Five: Overcoming Self-Doubt (Ep.74) Chapter Six: Stop Asking How & Find Your Who Instead (Ep.75) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible, we explore the transformative concept of “Who, Not How.” Learn how focusing on *who* can help you reach your retirement dreams rather than figuring out *how* to achieve them on your own.  Discover more about:  The premise of “Who, Not How” and its application in retirement planning [00:01:34] How identifying your “who” can expand your wealth and joy [00:04:20] The importance of delegating tasks you don’t excel at for a more fulfilled life [00:09:45] Tips for business owners to focus on strengths and let go of routine tasks [00:15:30] Why women in transition should seek the right advisors for financial empowerment [00:30:50] And more Resources:  Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet Dream Architecture: Chapter One (Ep.70) Chapter Two: What Do You Want For Your Future? (Ep.71) Chapter Three: How to Stay Focused on What You Want (Ep.72) Chapter Four: The Power of Surrounding Yourself with Positive Influences (Ep.73) Chapter Five: Overcoming Self-Doubt (Ep.74) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible, we explore practical habits including morning routines and the power of gratitude, and they encourage breaking free from limiting beliefs that stifle growth. Whether it’s aligning actions with goals or fighting analysis paralysis, they lay out a blueprint for personal transformation. This chapter touches on:  The role of self-belief in shaping success [00:01:34] Darren Hardy’s story about unexpected SAT success [00:01:34] Creating and sticking to a morning routine [00:09:02] The importance of saying No [00:14:47] The significance of your own words on your mind [00:19:12] And more Resources:  Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet Dream Architecture: Chapter One (Ep.70) Chapter Two: What Do You Want For Your Future? (Ep.71) Chapter Three: How to Stay Focused on What You Want (Ep.72) Chapter Four: The Power of Surrounding Yourself with Positive Influences (Ep.73) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible, Bryan Sweet explores the power of relationships and the company we choose to keep. Discover how the people around you can either uplift you toward your dreams or hold you back with limiting beliefs. Tune in to learn how to foster relationships that align with your values and aspirations for retirement. The top takeaways from this chapter include:  The influence of the five people you spend the most time with [0:00:55] Recognizing and distancing from negativity while building a positive environment [0:03:20] How small habits can lead to big changes, inspired by B.J. Fogg’s work [0:12:45] The importance of maintaining your values in financial decisions [0:19:10] Balancing personal needs with family expectations [0:24:30] And more Resources:  Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet Dream Architecture: Chapter One (Ep.70) Chapter Two: What Do You Want For Your Future? (Ep.71) Chapter Three: How to Stay Focused on What You Want (Ep.72) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible we dive into the powerful concept of not letting others “should” on you. Too often, people let friends, family, or colleagues dictate what they should do with their wealth, career, or retirement. Your life is not their life – it’s time to focus in on what you really want. Dive in to explore:  What it means to “stop letting others should on you” and how it impacts your journey (00:02:50) How to cultivate an abundance mentality and maintain clarity in your goals (00:10:30) Powerful tools and exercises for gaining clarity and confidence in your financial future ( 00:18:45) The role of gratitude and positivity in overcoming negativity bias (00:25:00) And more Resources:  Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet Dream Architecture: Chapter One (Ep.70) Chapter Two: What Do You Want For Your Future? (Ep.71) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here   The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Are your indecisions holding you back from living your dream retirement? Join Bryan Sweet as he delves into Chapter 2 of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible. Listen as he explores how you can overcome decision fatigue and the vital steps needed to determine what you truly want in life. Let’s unlock the pathway to your ideal future! Understanding decision fatigue and its impact on our lives [00:02:35] The importance of decisively planning your retirement [00:11:45] Strategies to combat self-limiting beliefs and embrace new possibilities [00:22:10] How to test and refine your dreams effectively [00:34:12] The transformational power of maintaining a positive mindset [00:48:05] And more Resources:  Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet Dream Architecture: Chapter One (Ep.70) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here   The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.  

Exclusive for listeners of The Dream Architect Life Podcast!  Come along as Brittany Anderson introduces the audiobook of Dream Architecture, a guide to building a retirement beyond expectations. This episode features the first chapter exploring the power of possibility in financial and life planning while emphasizing the importance of mindset. Learn how a positive outlook is essential for maximizing financial strategies and unlocking a future filled with purpose and fulfillment.  In this chapter, you will discover:  The Dream Architect’s trademarked four-step approach (Vision, Blueprint, Build, Maintain) aligns your financial path with your dreams. [05:17] The deeper ‘why’ behind your goals can redefine your path to retirement. [15:50] Embracing a creative mindset and thinking like a kid to unlock untapped potential, including proven strategies for reigniting creativity. [10:48] Inspirational stories like Sean “Three Foot Giant” Stevenson’s, highlighting how mindset shifts can transform life’s challenges into empowering opportunities. [20:02] And more Resources:  Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To by Bryan Sweet The Law of Attraction TEDxTucson George Land The Failure Of Success YouTube: Sean Stephenson Retirement Readiness Centre Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here   The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Hello Dream Architects! Today, we are revisiting a conversation with Jeffrey Feldberg, co-founder and CEO of Deep Wealth and Chief Liquidity Event Advisor. Jeffrey’s story is one of resilience, vision, and ultimate success as he built a business that sold for an impressive nine-figure exit. Listen as Jeffrey dives into: The lessons learned on his entrepreneurial journey to a 9-figure valuation The inner drive that propelled him forward—even when the naysayers doubted him Empowering business owners to uncover and maximize their company’s value How blending soft and hard skills helped him weather his toughest years This replay is packed with wisdom for anyone navigating the challenges of building, running, or selling a business. Don’t miss it! Connect With Jeffrey Feldberg: [email protected] Jeremy Feldberg LinkedIn: Jeffrey Feldberg Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Jeffrey is the co-founder and CEO of Deep Wealth. After graduating from his MBA program, Jeffrey launched his very first company, Embanet. As an industry leader, Embanet created a market disruption in higher education, and it went on to capture a nine-figure deal for Jeffrey’s liquidity event. For Jeffrey, business owners are dreamers and change-makers who put everything on the line and win against all odds. Jeffrey’s passion is helping business owners achieve their goals and dreams. His mission is to help you capture the maximum value in your liquidity event. Through his Deep Wealth experience, you will master the same nine-step roadmap that Jeffrey created for his nine-figure exit.   The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

It takes relentless determination to build a successful investment management firm from the ground up, defying all odds and turning adversity into triumph. David Perkins, CEO and co-founder of Gondola Partners, is a testament to the power of grit, vision, and unapologetic determination in the world of investment management. Through heartfelt storytelling, David emphasizes the significance of his four principles of success: clear vision, system creation, discipline, and passion. This insightful conversation reveals how these principles drove him to build an impressive career in alternative investment solutions, making it a must-listen for anyone intrigued by the fusion of inspiration and financial expertise. Key conversations include: David’s incredible journey from financial hardship to success in investment management His four pillars of success The importance of caring for others, both personally and professionally, as a core leadership trait Innovative alternative investment opportunities, such as tax lien funds, and their impact on diversified portfolios And more! Resources: No Experience Necessary: Make $100,000 a Year As a Stockbroker by Bruce Eaton Dr. Gerald Bell – Bell Leadership Institute Relentless Solution Focus: Train Your Mind to Conquer Stress, Pressure, and Underperformance by Dr. Jason Selk Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here Connect With David Perkins: LinkedIn: David B. Perkins, CAIA Hatteras Investment Partners [email protected]  About Our Guest: David Perkins has more than three decades of investment management experience and a notable history of building, operating, and leading innovation-based firms. As the founder of Gondola, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo by unlocking unique alternative investments for a select group of Advisors. David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion in Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.   The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Think estate planning is just about what happens after you’re gone? Think again! It’s a vital life plan to help you shield wealth, minimize taxes, and set your family up for success.  Today on The Dream Architect Life Podcast, Bryan Sweet interviews Craig Hersch, a seasoned estate planning attorney and strategic coach. They discuss the upcoming changes in estate tax laws, particularly the sunset provisions set to take effect in 2026. Craig shares insights on advanced estate planning strategies, the importance of timing, and how to identify qualified estate planning attorneys. Craig discusses:   How important is timing when implementing estate planning strategies  What are some common misconceptions clients have about estate planning processes  Why is open communication with family about financial matters essential  What is necessary to create a personalized estate plan tailored to a client’s unique situation And more Resources:  The Experience Economy by Joseph Pine and James Gilmore Prepare For The Future: Understand the Implications of the Sunset of High Estate and Gift Tax Exemptions Connect With Craig Hersch: LinkedIn: Craig Hersch floridaestateplanning.com Freedom Practice Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here About Our Guest: Craig R. Hersch is the go-to National Practice Development Expert for truly entrepreneurial & ambitious estate planning attorneys. He almost single-handedly created the innovative, trademarked processes The Family Estate & Legacy Program® and The Estate Settlement Program®, The Advanced Planning Expander and The Transitional Event Sequence.  These unique processes, designed to provide clients with comfort and clarity when navigating the complex legal, tax, and financial concerns associated with planning and administering an estate, are innovative game-changers that can’t be compared with anything else out there.

It’s time to hit replay on an episode that covers an increasingly relevant topic in today’s digital age: uncertainty and adversity. Fear can paralyze us and prevent us from achieving our dreams. That’s why we want to share these practical steps on focusing on what you CAN control, using visualization, and seeking positive influences to stay motivated.  By tuning in, gain clarity on: Focusing on what you can control and what you can do to reduce fear and anxiety Surrounding yourself with positive influences and limiting exposure to negative media Take small, actionable steps toward your dreams, like researching travel destinations or talking to professionals How visualization can be a powerful tool in staying motivated and excited about your future Resources:  The Dream Architect Life: Adding Value 2 Life With Robert Peterson (Ep.19) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners

Your family’s wealth and personal information could be more vulnerable to cyber criminals than you think. Are your family and finances truly safe from these evolving threats? This episode provides essential insights into how you can safeguard against these invisible threats that could jeopardize your financial security.  This episode features Scott Augenbaum, a former FBI expert in cybercrime, and Kevin Donahue, a specialist in cybersecurity for high-net-worth individuals. They share real-life stories, actionable insights, and essential strategies for safeguarding your wealth and personal info from cyber threats. Whether it’s phishing scams, password security, or even social engineering, this episode equips you to take control of your cybersecurity. Key episode discussions include: The different types of cyber threats including email phishing, smishing, and QR code phishing Why using unique passwords and two-factor authentication can be your first line of defense Real-life stories of huge financial losses due to cyber scams, and how they could have been prevented Proactive steps to safeguard your family and information, from monitoring the dark web to implementing a family code word Resources:  Website: Make Me Stealth Website: Stealth Family Connect With Scott Augenbaum & Kevin Donahue: LinkedIn: Scott Augenbaum Website: Cyber Security Mindset LinkedIn: Kevin Donahue Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here About Our Guests: Scott Augenbaum With over 30 years of FBI experience in cybercrime investigations and author of “The Secret to Cybersecurity,” Scott brings unparalleled insights and practical strategies to prevent cyber threats. Scott is the foremost expert in educating businesses, high-net-worth individuals, and families on the current threat environment.  Scott focuses on how to prevent a cyber threat because after investigating over 1,000 cyber crimes, he knows all too well that recovering stolen money and data is almost impossible.   In addition to his experience with the FBI, Scott is called on by Fox News, USA Today, News Max, and many other major media outlets as their resident cybersecurity expert. Kevin Donahue Kevin has 25 years of experience working in enterprise technology solutions, cybersecurity, and with high-net-worth individuals as an executive and entrepreneur.  Kevin’s clients have included the White House, National Security Counsel, CIA, US Secret Service, World Bank, US Department of Homeland Security, and many more high-profile organizations and has worked on some of the highest-profile investigations in the past 20 years.   Kevin is the founder of Stealth Executive/ Stealth Family and together with his partner Scott Augenbaum is on a mission to help protect 1,000,000 families from being victims of cyber criminals. 

Are you approaching an empty nest and feeling uncertain about the future?  Join Brittany Anderson as her guest Karla Olson, former TV co-host, author, and founder of the Empty Nester Club, reveals how this transition can become one of the most exciting chapters of your life. In this inspiring episode, Karla shares her journey and offers practical advice on rediscovering passions, overcoming limiting beliefs, and using this life change as a springboard to something incredible.  Don’t miss out on the empowering stories and insights that can help you embrace the empty nest with confidence and enthusiasm! Highlights include: How preparing for an empty nest well in advance can lead to a fulfilling next chapter The concept of “soul whispers” and how to tune into your passions Methods for overcoming limiting beliefs with actionable acronyms like FLIP Creating and tracking realistic, consistent goals for personal growth And more Resources:  “The Almost Empty Nester” by Karla Olson Connect With Karla Olson: LinkedIn: Karla Raby Olson The Empty Nester Club Instagram: @theemptynesterclub Facebook: The Empty Nester Club  X: @KarlaKolson21  Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here   About Our Guest: Karla Raby Olson is an author, speaker, and former co-host of the Park City Pulse TV show. She is a founding member of Lionsheart Park City, Little Miracles Utah non-profit, and her favorite “title,” Mom to 3 daughters. Karla is an expert on preparing for an Empty Nest and founded The Empty Nester Club to help other women rediscover who they are before their kids leave the nest. Karla’s passion for empowering others is evident in her upcoming book, helping women find their true passion. Her one-of-a-kind blueprint for helping parents rediscover their passions and prepare ahead for their children leaving the nest is featured in her upcoming book, “The Almost Empty Nester,” due out in September 2024! Karla helps mothers overcome their changing identities and rediscover who they are before their kids leave the nest. Early preparation is key. Karla takes them through a proven framework to help them discover their Midlife Mission, their “One Thing”, by giving them more clarity, courage, character, and connection. 

Unlock the keys to transforming your dreams into reality with the insights of our guest, Mary Morrissey, founder of the Brave Thinking Institute, the world’s premier provider of transformational training and coaching. Join Mary as she is interviewed by Bryan Sweet and Brittany Anderson, where she shares powerful transformational strategies to help you turn your dreams into reality. She discusses the importance of having a clear vision, overcoming distractions, and using practical tools like the “up until now” mindset shift.  Discover how to build a life that encompasses not only success but also fulfillment and purpose as this episode highlights: Understanding the importance of a clear and actionable vision for your future Practical techniques to recognize and manage distractions that impede your progress Embracing the “up until now” mindset to overcome limiting beliefs and barriers How small daily actions can lead to significant life transformations over time Resources: Genius Network Henry David Thoreau (The Thoreau Society) Connect With Mary Morrissey: Brave Thinking Institute MaryMorrissey.com LinkedIn: Mary Morrissey Go to Brave Thinking Institute to order your copy of “Brave Thinking” and get 3 bonuses! Bonuses include: The “Designing A Life You Love” guided meditation bundle, “100 Common Hour Thoughts & How To Transform Them” kit and “Winning The Battles Of The Mind” Affirmation Collection) Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners Get our book, “Dream Architecture” here About Our Guest: Mary Morrissey has made it her mission to empower people to create and live a life they love.  For over 50 years Mary has studied the art and science of transforming dreams into results.  Mary is the founder of the Brave Thinking Institute, the world’s premier provider of transformational training and coaching. Through life-changing books, events, and programs, Mary has helped millions of people tap into the power within them to achieve new levels of success and experience a deeper sense of meaning and purpose. Mary holds a Master’s Degree in Counseling Psychology and an honorary Doctorate in Humane Letters. She has addressed the United Nations three times, co-convened three week-long meetings with His Holiness The Dalai Lama, and met with President Nelson Mandela in South Africa. She has written two best-selling books, No Less Than Greatness and Building Your Field of Dreams, which became a PBS special. Today, Mary is focused on a bold dream: 1 Billion Dreams Achieved around the world. That dream begins with you!

Understanding the real mechanics behind mindset and how to control it instead of letting it control you can lead to meaningful, lasting change. Come along as Brittany Anderson is joined by elite performance coach, Brian Grasso. Together they delve into how understanding the mechanics of mindset—beyond just positive thinking—can redefine your approach to life’s transitions like retirement or selling a business.  Learn practical tools for creating a new self-identity, overcoming imposter syndrome, and sustaining your breakthrough moments. Top takeaways include: How Mindset is more than just positive thinking; it’s about understanding brain science Why creating a new avatar for yourself can help your brain adapt to new life phases Imposter Syndrome and ways to manage it effectively How to master sustainable mindset habits  And more Connect With Brian Grasso: LinkedIn: Brian Grasso PhD Brian & Carrie Inc. Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: An 18-year veteran of the sports training industry, Brian worked as a High-Performance Coach for the National Team and professional and Olympic athletes worldwide. He founded the largest youth development educational organizations in the industry, serving as its CEO for nearly 8 years, and co-created one of the fastest-growing sport and fitness franchises in the United States along with it.  He has guest lectured and keynoted at governmental and private associations around the world, including Australia, New Zealand, Ireland, Italy, Sweden, the Czech Republic, and throughout North America. Brian authored “The Audacity of Success”, co-authored the bestseller “Total Body Transformation”, wrote and co-produced the landmark short film “Life by Numbers” and has written for magazines around the globe, including Men’s Fitness, Inked, and Bulace.  His most recent book is called “Mindset Matters Most” and was listed as #1 on the “Personal Development” section at Amazon for a period of 7 weeks after its release. Together with his wife, Carrie Campbell, Brian co-hosted the award-winning livestream, “Brian & Carrie – In the Morning” as well as “Eliminate Your Limits – with Brian & Carrie” which airs in syndication on SiriusXM.  He currently serves as the Chief Culture Officer for Metaplexus, as well as the Faculty Director for its subsidiary, Virtu Academy. Brian holds a religiously accredited PhD in Pastoral Counseling and currently works as a Business & High-Performance Consultant for several well-known brands in the health and wellness space, working directly with C-Suite Executives. On a personal level, Brian is a competitive powerlifter and holds 2 Arizona State Records in both Squat and Bench Press. For a span of 12 years, he worked as a bodyguard for several A-List celebrities.

Do you want to learn how to embrace major life transitions and become bolder and louder in achieving your dreams? Brittany Anderson welcomes Julie Guest, a top business strategist and bestselling author. Julie shares her incredible journey from being an attorney to starting a premier marketing agency and offers invaluable insights on how to become bolder and louder in achieving your dreams.  Learn the secrets behind her transformational marketing strategies, and how you can apply them to overcome limiting beliefs and embrace big change.  Episode discussion points include:  Julie Guest’s journey from attorney to top business strategist  The power of overcoming limiting beliefs and embracing big changes  Strategies for creating impactful marketing that stands out  The importance of surrounding yourself with big thinkers and taking decisive action And more Resources:  Premier Physician Marketing The Client Stampede Podcast Connect With Julie Guest: LinkedIn: Julie Guest Bolder & Louder Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Julie Guest is one of America’s top business strategists, a former attorney, and a best-selling author. She is the CEO of Bolder&Louder and Premier Physician Marketing, full-service marketing agencies specializing in transformational strategy, expert branding, and building marketing engines to maximize new client and patient acquisition. Julie has consulted with, reinvented, and repositioned, hundreds of companies and brands – from Fortune 100 companies to aesthetic medical practices and medical device companies. In 2012, Julie coauthored a best-selling business book with Brian Tracy, and her contribution won the Editor’s Best Choice Award. In 2014, Julie’s second book was released,  “67 Marketing Secrets to Ethically Attract New Patients, Make More Money and Grow Your Practice,” written for the medical industry. It has been translated into Brazilian Portuguese and ranked as an Amazon best-seller on three continents. Her recent book, The Client Stampede is available on Amazon and in all leading bookstores in paperback, audio, and Kindle (Blue Sky Publishers, 2021) Julie is regularly featured in a variety of media including Forbes, ABC, CBS, the San Francisco Chronicle, the Miami Herald, the New York Times, USA Today and many others.  Julie was born in South Africa, raised in New Zealand, and has called America home since 2005. When she’s not working, Julie can usually be found on horseback, behind the lens of a camera or doing a bit of adventure travel with her family. Julie lives just outside of Raleigh, NC, and divides her time between there and New York.

Marc Isaacson’s daughter Tess was only 8 years old when she began having seizures. When traditional treatments fell short, Marc embarked on an extensive search, exploring personalized testing and nutrient therapy with the help of skilled medical professionals.  Since 2002, under Marc’s leadership, Village Green has grown to offer an expansive suite of personalized health offerings, including high-quality nutritional supplements and tailored lab testing. Listen as Bryan Sweet interviews Marc about proactive healthcare and wellness solutions. Their conversation focuses on addressing health issues looking at their root causes rather than merely managing symptoms. Key discussion points include:  Village Green Apothecary’s specialty in customized precision nutrient formulations The concept of EpiBioGenetics, emphasizes the importance of epigenetics, biochemistry, and genetics in understanding individual health needs Why brain and gut health is highly interconnected Marc’s dream to make personalized healthcare more accessible and integrated into primary care And more Resources: Brain Biochemistry Precision Nutrient Program Nutrition Counseling & Wellness Consultations (includes a free 15-minute consultation!) Other Resources by Village Green Apothecary Connect with Marc Isaacson: LinkedIn: Marc Isaacson Village Green Apothecary Connect with Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Marc has led successful entrepreneurial ventures for over 25 years, highlighted by his acquisition and expansion of Village Green Apothecary, an industry-leading integrative and custom compounding pharmacy in Bethesda, MD. Since 2002, under Marc’s leadership, Village Green has grown to offer an expansive suite of personalized health offerings, including a vast selection of high-quality nutritional supplements, tailored lab testing with a focus on customized precision nutrient formulations, and nutritional consultations. Marc’s passion for functional nutrition and wellness, coupled with Village Green’s focus on personalized health, has led to the launch of Humanized Health, an educational resource aimed at helping people get to the root causes of their health conditions. Earlier in his career, Marc founded Glacier Ridge, an all-natural beverage company that was ahead of its time in recognizing the trends toward natural and organic products. After successfully growing and selling the venture, he spearheaded the U.S. expansion of Melitta Coffee. Marc earned a BS in Business Management from Ithaca College and completed a three-year Executive Education Program at MIT. He has been an active member of the Entrepreneurs Organization for 30 years.

As the founder and CEO of The Last Mastermind, Brooke Casanovas empowers seasoned entrepreneurs to navigate significant transitions in their business and personal lives. She provides them with the clarity they need and connects them to a supportive community, helping them confidently embrace their next big chapter. Listen as Bryan Sweet interviews Brooke about The Last Mastermind’s role as a pivotal, life-changing platform for those on the verge of new beginnings. Whether you’re transitioning from a successful career into retirement or simply seeking your next passion project, this conversation provides insights into harnessing your experiences toward a fulfilling future. Key discussion points include:  What causes people to get in their own way and feel stuck What makes any mastermind group highly productive and beneficial (i.e., where the magic happens) Living in alignment with your values while keeping an open mind to new possibilities Why transitions are a great time to self-reflect and think about your wildest dreams Bryan’s personal experience going through The Last Mastermind program And more Connect with Brooke Casanovas: LinkedIn: Brooke Casanovas The Last Mastermind Connect with Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Brooke is a long-time gatherer, president of her niece and nephew’s fan club, and has been in the entrepreneurship world for almost a decade. Her favorite thing to do is to strip the human capital out of a room and make magic with it to bless other people’s lives. She especially loves helping seasoned entrepreneurs who are in transition in business and life, find clarity and community to do their next act with. She is the founder and CEO of the Last Mastermind.

Something every financial planner dreams about doing is helping their retirees achieve a far better retirement than they had ever hoped for. Our guest, Amber Knips has a lot of experience doing just that. In this episode, Brittany Anderson chats with Amber Knips, wealth advisor at Sweet Financial, about the biggest obstacles modern-day retirees face and what strategies they can use to mitigate these struggles, both financial and mental. Amber discusses:  Where she sees retirees getting the most ‘stuck’ and what modern-day obstacles they face the most  How she uses “fear mitigation” with retirees when they are afraid of overspending (and the risk of inexperience because of this fear) What does dreaming big mean to her and how does this mentality apply to retirees like you How to apply the 50/50 retirement approach – the misconception that retirement is either full-time traveling or full-time doing nothing at home And more Resources:  The Dream Architect Life: An Entrepreneur’s Guide: Building A Business You’ll Love For The Rest Of Your Life With Mike Koenig (Ep. 40) Connect With Amber Knips, CFP®: LinkedIn: Amber Knips, CFP® [email protected] Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Amber Knips: Amber helps people see possibility through life’s greatest and most challenging transitions.  She is someone who has total passion and conviction for what she does. Using her empathetic and sincere approach, she has made it her mission to build deepened relationships with her clients all while helping them cultivate a financial plan that helps them focus on what they most enjoy. After joining the team at Sweet Financial Partners in 2012, Amber has gained extensive experience and training in guiding women through transitions such as the loss of a loved one, divorce, career change, retirement, and much more. You only experience these life transitions a few times during your lifetime, but she helps people through them every day.

Regardless of the chapter of life you’re in or how much success you’ve had up to this point, this story is a great example of what commitment, dedication, and grit can bring to your future. Brittany Anderson introduces Dr. Dorine Rivers, founder and CEO of Savantz AI. Dr. Rivers shares her journey in launching Savantz AI, a platform that converts text into engaging videos for businesses, educators, and learners. She emphasizes the importance of focusing on one’s passion and zone of genius, learning from mistakes, and staying resilient in the face of setbacks. Dr. Rivers discusses how Savantz AI can help businesses create impactful video content to convey their messages effectively. Dr. Rivers highlights the platform’s potential for cross-generational communication, enabling users to create engaging content that resonates with diverse viewers. Key discussion points include:  Her story of accidentally creating Savantz AI while seeking solutions in video production How Savantz AI can efficiently create engaging video content to effectively reach audiences across different platforms The value of storytelling and creative visuals to enhance understanding and retention of information How she is ensuring that the content generated is making a significant impact in promoting effective learning and communication strategies And more Resources:  Savantz AI | AI for Video Production Connect with Dr. Dorine Rivers PhD PMP: LinkedIn: Dr. Dorine Rivers PhD PMP Connect with Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Dr. Rivers has a Ph.D. in Business Management and Human & Organizational Systems, a Project Management Professional Certification, and Investment Banking licenses.  She has three decades of expertise in launching and managing businesses, educational leadership, and video production, and is an award-winning published author. As a serial entrepreneur, her expertise is in creative vision and execution, strategic planning, and identifying growth opportunities that will transform how we generate visual materials and bring content to life.  Her passion for creating Savantz came from a desire to convert her own work into videos. She soon realized that the system she was building could benefit millions of businesses, educators, and learners.  If you ask her about the inherent challenges, she will say that building a business is just like climbing a mountain. You get up every day and put one foot in front of the other, and nothing stops you until you reach the summit. Sweet Financial Partners, LLC and Dorine Rivers maintain separate and independent operations without any affiliations.  Sweet Financial Partners, LLC does not receive any form of compensation from Dorine Rivers.  While AI concepts and technologies may be discussed, it should be noted that Sweet Financial Partners, LLC does not utilize AI in its operations, and this podcast does not imply or constitute the use of AI by the company.  Any references to AI are purely for educational and informational purposes only.  Sweet Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sweet Financial Partners, LLC and its representatives are properly licensed or exempt from licensure.

Life often becomes a whirlwind, leaving us feeling overwhelmed with countless interests and commitments. But what if we shifted our perspective? Instead of trying to juggle everything, focus on a select few things you’re truly committed to. In this replay, Bryan Sweet and Brittany Anderson delve into the process of defining your next life phase. Discover how aligning with your values and passions can shape your journey forward. Bryan and Brittany discuss:  The value of knowing the difference between being interested in something versus truly committing to it The concept of “pick three”  Benefits of a supportive network that understands and encourages your pursuits Real experiences of taking action and having a positive mindset And more Resources:  Dreaming Big, Dreaming Bigger, and Dreaming Beyond (Ep.23) The Power of One More: The Ultimate Guide to Happiness and Success By Ed Mylett  Pick Three: You Can Have It All (Just Not Every Day) By Randi Zuckerberg Connect with Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners

Whether one is harnessing resilience and confidence in the realms of athletics or the professional sphere, it’s crucial not to overlook the significant influence they wield. As a mindset coach and accomplished author, Cindra Kamphoff imparts invaluable wisdom on mental conditioning for athletes, emphasizes the importance of present-moment awareness, and introduces practical tools such as the “truth meter” to counter negative thinking patterns. With a notable track record of assisting esteemed sports organizations like the Minnesota Vikings and the American Olympic Track & Field team in conquering self-doubt and dispelling limiting beliefs, Cindra convincingly demonstrates her mastery in cultivating high-performance mindsets. Join host Brittany Anderson as she chats with Cindra about handling pressure using techniques like “pop the pressure,” and the universal application of these strategies in life transitions and facing skeptics. Sandra also teases her upcoming book on confidence, differentiating the feeling from the skill.  Top Take-Aways Include: Transitioning from athlete to coach & mastering the high-performance mindset Applying an athletic mindset to personal challenges How to handle pressure like an Olympian Defying the naysayers using the “Watch me” mentality And more Resources:  “Beyond Grit: Ten Powerful Practices To Gain The High-Performance Edge” by Dr. Cindra Kamphoff “High-Performance Mindset With Dr. Cindra Kamphoff” Podcast Connect With Cindra Kamphoff: LinkedIn: Cindra Kamphoff, Ph.D., CSP, CMPC CindraKamphoff.com 507-327-9193 Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Cindra Kamphoff, Ph.D., CMPC, PCC, is an award-winning keynote speaker and certified professional coach for leaders, professional athletes, and championship teams. Her clients range from Verizon Wireless, Target, and Walmart to the Minnesota Vikings. She has provided mental training for the Minnesota Vikings for the last four years, working one-on-one with the players. Cindra worked with the United States Olympic Track and Field team in Tokyo working with the athletes one-on-one to help them train their minds. She is the author of an Amazon bestseller, Beyond Grit: Ten Powerful Practices to Gain the High-Performance Edge, and a recent second book, Beyond Grit for Business: How to Boost Performance, Leadership, and the Bottomline. Her podcast, The High-Performance Mindset podcast, has over 3 million downloads and is ranked in the top 100 podcasts where she interviews thought leaders about mindset. She is a proud Minnesotan and lives in Mankato with her husband and two teenage boys.

Feeling like you’re not growing personally or professionally anymore? It may be time for a mindset makeover. Brittany Anderson talks with Dr. Kevin Kremer, a dentist who is also a leadership mentor. They discuss Dr. Kremer’s journey and his upcoming book “Quantum Accountability,” which explores the importance of mindset in achieving success.  This episode is a blend of personal growth advice and professional insights, aiming to inspire you to think bigger and positively contribute to the world! Discussion points include: Kevin’s experience with the intersection of mindset and wealth Aligning your career with your values Finding good mentors for both your professional and personal growth The process of harmonizing your thoughts, actions, and feelings And more Resources:  The Ultimate Advisor Podcast: Episode 245 – From The Sidelines To The Boardroom: Bryan Neale’s Unlikely Path to Building Champions Dream Architecture by Bryan Sweet and Brittany Anderson  The Art of Intentionality with Jerome Myers (Ep. 16) The Power of Your Mindset (Ep. 30) Eliminating Your Limiting Beliefs and Enhancing Your Self-Talk (Ep. 31) A Changed Mind Designed To Thrive with David Bayer (Ep. 37) The Knowing-Doing Gap: How Smart Companies Turn Knowledge into Action by Jeffrey Pfeffer and Robert I. Sutton  Connect with Kevin Kremer: LinkedIn: Kevin Kremer, DDS KevinKremer.com Kremer Leadership Institute [email protected] Kremer Dental Care Connect with Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Beginning his career as a dentist, after being elected into the national dental honor society, Omicron Kappa Upsilon, Dr. Kremer has dedicated the last 20+ years to providing the Chico community with exceptional dental care, specializing in Full Mouth Cosmetic and Implant Dentistry. Dr. Kremer’s commitment to excellence is exemplified by a multitude of continuing education certifications including Diplomat status in the International Dental Implant Association and Fellowship status in the ICOI, placing him among the top 2% of dentists nationwide. As an entrepreneurial second-generation dentist, Dr. Kremer has successfully completed 8 Mergers and Acquisitions. Driven by his passion for leadership and impact, Dr. Kremer takes pride in coaching and mentoring other doctors and businesses through the Kremer Leadership Institute. He is a speaker, advisor, and mentor. The vision of Kremer Leadership Institute is to provide knowledge, leadership, and inspiration to help dentists grow and achieve new levels of excellence.

True fulfillment comes from creating meaningful experiences and positively impacting those around us, either in your career or your retirement. Recently, Brittany Anderson, Partner at Sweet Financial sat down with Jacob Hartke, CRPC® to discuss the value of time management. Jacob shares how his transition from an intern to a client-facing role has helped build upon his passion for building deep, meaningful relationships with clients. Listen as he and Brittany explore how dreaming big varies for each individual and the importance of focusing on one’s purpose rather than getting bogged down by the “how.”  Discussion points include: Jacob’s journey from aspiring lawyer to financial advisor–how defining his skills allowed him to find his perfect role The value of embracing life’s changes when pursuing your aspirations The role of time management in the advising industry and the transition into retirement The evolution of “dreaming big” & why you need to define it at every stage of life And more Resources:  “Why Not How” by Dan Sullivan and Dr. Benjamin Hardy “Dream Architecture: Build a Retirement Beyond What’s Possible” by Brittany Anderson and Bryan J Sweet Connect With Jacob Hartke: LinkedIn: Jacob Hartke, CRPC® [email protected] Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: As a master of time management and a drive for excellence that is reflected in all he does, Jacob has been a wonderful addition to the Wealth Services department here at Sweet Financial. Having joined our team in 2015, Jacob has developed a skillset in helping our clients build and execute a financial plan that supports their biggest dreams. You will find him working diligently behind the scenes, completing more tasks than what should be normal for any human, just to ensure our clients get a plan that is accurate and timely.  Jacob finds joy in helping each of our clients with their distinct retirement plans and inevitably helping them create the retirement they can’t wait to wake up to. He thrives on living out the vision for the company, which is to create relationships with clients that goes beyond just the finances. But rather helps people think more about how they want to spend their retirement.  Jacob graduated from Gustavus Adolphus College in 2015 with a degree in Financial Economics and a minor in Political Science. He is a Chartered Retirement Planning Counselor (CRPC®) which provides him with special training in all aspects of retirement planning, including a comprehensive assessment of an individual’s financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more. He lives in Fairmont with his wife Sierra, daughters Haevyn and Henlee, and their dog Cammie. When Jacob isn’t at work, he enjoys spending time out on the lakes or taking walks with his girls.

Good health enables you to accumulate more wealth and enjoy the wealth you’ve already built, leaning into your purpose and experiencing new things in life. In other words — with good health, you can continue to dream big! Join Brittany Anderson and guest Christopher Turner, founder of EMERGICON and EMERGIFIRE, for a meaningful discussion about living your best, healthiest, and fullest life by prioritizing your health and well-being. They also highlight a profound mindset shift that stops people from “getting in their own way.” Christopher discusses:  How to manage life’s stressors when everything seems chaotic and overwhelming The power of gratitude and continuous improvement Making conscious choices to balance health and wealth for a purposeful life Redefining retirement as a journey towards joy and fulfillment, not just an end to work Advice for people who don’t have anyone to share their interests with And more Connect with Christopher Turner: [email protected] EMERGICON EMERGIFIRE LinkedIn: Christopher Turner Connect with Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Christopher founded EMERGICON in 2006 to fill a need in the ambulance medical billing services industry by providing a better solution for processing ambulance claims in Texas. Since then, they have grown into Texas’ largest ambulance billing provider and experienced year-over-year revenue growth, including being named to the 2019 Inc. 5000 list for fastest-growing privately held companies. In 2019, Christopher launched EMERGIFIRE to provide a related service and experience for fire departments in Texas. They achieved these results with caring and well-trained team members, formal processes that focus on continuous improvement, rigorous attention to detail, and deep industry knowledge. Christopher is a staunch advocate and supporter of a company having core values and behaviors that drive a team’s actions daily. At EMERGICON, they believe in achieving the best outcome and being of service with collaboration, responsiveness, and a positive attitude. Beyond culture, Christopher is a proponent of continuous improvement and lifelong learning for our business, team, clients, and industry.

Movement is medicine, and it takes various forms for each individual. Lisa Brooking is here to share the value of personalized healthcare before and during your retirement! In this episode, Brittany Anderson invites Lisa Brooking, CEO of Health Code Medical on the show to discuss the link between health and wealth, the importance of personalization in healthcare, and value alignment.  Lisa shares her journey from critical care nurse to CEO, emphasizing the importance of prioritizing health as an asset class. She discusses the role of functional medicine in preventing chronic diseases, the importance of movement as medicine, and the approach Health Code Medical takes in providing personalized care.  Lisa discusses:  Her professional insight on the value between health & wealth The need for personalization in the healthcare system Her recommendations when implementing preventative care in your lifestyle  “Movement in medicine” and how that looks different for everyone How she helps individuals start from scratch in their healthy lifestyle journey And more Connect with Lisa Brooking: LinkedIn: Lisa Brooking Healthcode Medical Inc. [email protected] Connect with Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com meetingwithamber.com Sweet Financial LinkedIn: Bryan Sweet LinkedIn: Brittany Anderson Facebook: Sweet Financial Partners About Our Guest: Lisa Brooking is a dynamic and engaging healthcare leader with a proven track record in both the private and public sectors, spanning across tertiary acute, primary, and specialty care. Lisa holds a deep understanding of the healthcare sector rooted in a progressive career starting as a critical care nurse. She is passionate about the provision of high-quality person-centred care and keeping our promise to patients. Through stakeholder engagement and tactful negotiation, Lisa crosses the finish lines. An independent thinker and transformational leader, Lisa leans into complex problems offering innovative solutions while staying attuned to ROI & potential risks. A recipient of the Young Women of the Year award by the Business Women’s Association, Lisa provides purpose-driven leadership and reliable stewardship with a ‘boots on the ground’ approach. As an accomplished athlete and public speaker, Lisa enjoys opportunities to inspire and engage an audience of healthcare professionals, students, and athletes of all ages.