Month: February 2024

FEATURE
Mindset Makeover With Dr. Kevin Kremer (Ep.54)

Mindset Makeover With Dr. Kevin Kremer (Ep.54)

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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: 

Connect with Kevin Kremer:

Connect with 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.

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FEATURE
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)

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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: 

Connect With Jacob Hartke:

Connect With 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.

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