Month: March 2022

Planning for the Unexpected (Ep.6)

Planning for the Unexpected (Ep.6)

There are a lot of unknowns in life, which can make long-term financial planning difficult. How do you prepare for all of the uncertainty that comes with each of the transitional phases in your life?

In this episode, Bryan Sweet and Brittany Anderson discuss the many financial uncertainties at each stage of your life no matter how extensive your plan. But there’s ways to minimize the risk of facing financial hardships in the future which will help reduce repercussions to your finances.  

Bryan and Brittany discuss:

  • How to prepare for the unpredictable situations that happen
  • The struggle between spouses with differing financial goals and strategies
  • How life’s transitional stages can introduce new financial obstacles
  • The financial certainty and uncertainty of your future
  • And more!

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Tackling Uncertainty in Financial Decisions (Ep. 5)

Tackling Uncertainty in Financial Decisions (Ep. 5)

Sometimes our biggest stress comes from indecision, big and small. By making a really hard decision now you can move forward in your life in a different way.

In this episode, Bryan and Brittany discuss the topic of indecisiveness and the importance of taking responsibility when making financial decisions. They also share how the commonality of fear can impact your life.

Bryan and Brittany discuss:

  • Deciding what you want in life
  • The consequences of the phrase ‘I don’t care’
  • Indecision with finances happening in households
  • Easing the fears of big financial decisions
  • And more!

Resources:

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The Toolkit for Visionaries (Ep.4)

The Toolkit for Visionaries (Ep.4)

Do you know how to get on the right path to achieve your goals? Achieving those goals is extremely hard if you cannot lay them out to the people who can and want to help you.

In this episode, Bryan Sweet and Brittany Anderson pivot into conversation about vision and deciding on what you want your money to do for you. Bryan and Brittany share the important tools and resources to help you create your own vision!

Bryan and Brittany discuss:

  • Why you may want to consider creating a vision board for your goals
  • Sweet Financial’s role in client success
  • The role of an accountability partner in achieving your goals
  • Longevity issues within retirement and retirement planning
  • And more!

Resources:

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