How To Create A Fulfilling Retirement: Time Management With Jacob Hartke (Ep.53)

How To Create A Fulfilling Retirement: Time Management With Jacob Hartke (Ep.53)

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 …

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Finding Health and Fulfillment in an Overwhelming World with Christopher Turner (Ep.52)

Finding Health and Fulfillment in an Overwhelming World with Christopher Turner (Ep.52)

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 …

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From Critical Care to CEO: Lisa Brooking’s Path to Personalized Healthcare (Ep.51)

From Critical Care to CEO: Lisa Brooking’s Path to Personalized Healthcare (Ep.51)

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 …

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Fostering Recovery From Addiction Using Music With Andrew Sossin (Ep.50)

Fostering Recovery From Addiction Using Music With Andrew Sossin (Ep.50)

You probably know somebody or have somebody in your life who you’ve watched suffer and struggle with addiction. It’s so prevalent in our society today and our guest Andrew Sossin wants to share how he is combating it. In this episode, Brittany Anderon invites Andrew Sossin to discuss his journey from various professional fields to …

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How Embracing Change Can Lead to Personal Growth and Financial Success with Ty Totzke (Ep.49)

How Embracing Change Can Lead to Personal Growth and Financial Success with Ty Totzke (Ep.49)

Embracing change and stepping into your ‘discomfort zone’ is where true personal expansion lies. Let’s talk about how one of Sweet Financial’s very own has implemented this theory into both his work and personal life. In this episode, Brittany Anderson chats with a fellow Sweet Financial colleague, Ty Totzke. Listen as he shares his journey …

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Integrating Charitable Giving Into Your Lifelong Financial Vision with Oliver Kollofski (Ep. 48)

Integrating Charitable Giving Into Your Lifelong Financial Vision with Oliver Kollofski (Ep. 48)

As we approach Giving Tuesday, Brittany Anderson invites Sweet Financial’s Director of Wealth Services, Oliver Kollofski onto the show. Together they dive into the topic of charitable giving and how you can start making this practice part of your greater financial vision. They also discuss the significance of non-cash donations, like appreciated investments, and donor-advised …

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Overcoming Limiting Beliefs and Creating a Lasting Legacy with Joe Lander (Ep. 47)

Overcoming Limiting Beliefs and Creating a Lasting Legacy with Joe Lander (Ep. 47)

Internal beliefs affect our thoughts, opinions, and actions. They also influence our ability to build the legacy we want to leave behind when we pass on. How can you be sure to build your ideal legacy? In this episode, Brittany Anderson invites Joe Lander, a former attorney and current CEO of The Life You Love …

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Going from Zero to Seven Figures with Christine McCarron (Ep. 46)

Going from Zero to Seven Figures with Christine McCarron (Ep. 46)

Want to learn how to invest in yourself, surround yourself with the right people, and give back to make an impact? This week’s guest is the person to talk to. In this episode, Brittany Anderson welcomes special guest Christine McCarron, who shares her journey from having less than zero to a seven-figure net worth through …

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A Holistic Approach to Health and Wealth with Dr. Scott Burtis (Ep. 45)

A Holistic Approach to Health and Wealth with Dr. Scott Burtis (Ep. 45)

When it comes to your health, what simple steps do you believe yield the biggest impact? Our guest, Dr. Burtis can name a few. In this episode, Brittany Anderson interviews Dr. Scott Burtis, a chiropractic physician and certified functional medicine practitioner. Dr. Burtis shares his insights on improving health through simple steps and personalized approaches. …

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Thriving as a Business Owner in the Age of AI (Ep. 44)

Thriving as a Business Owner in the Age of AI (Ep. 44)

Today, we are providing resources and guidance to business owners to help them avoid burnout, realize the opportunities AI is providing and rethink their retirement. In this episode, Bryan Sweet and Brittany Anderson discuss the challenges and opportunities faced by business owners. They highlight the struggles of limited employee markets, hiring difficulties, succession planning, and …

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