Month: August 2025

You Don’t Get Old Until You Run Out of Future with John Moshides (Ep. 88)

You Don’t Get Old Until You Run Out of Future with John Moshides (Ep. 88)

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: 

Connect With Sweet Financial Partners:

Connect With John Moshides:

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.

You’re Either Winning or Learning: Ron Greenberg on Building a Life That Works (Ep. 87)

You’re Either Winning or Learning: Ron Greenberg on Building a Life That Works (Ep. 87)

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: 

Connect With Ron Greenberg:

Connect With Sweet Financial Partners:

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.