Category: Business

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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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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)

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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:

Connect with 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.

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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)

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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:

Connect with 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.

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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)

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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 founding his own addiction treatment center, Recovery Unplugged. 

The center uses music therapy in conjunction with evidence-based psychiatry and psychology to connect with clients and provide effective treatment. Andrew also discusses the success rate of their program, the importance of fostering a culture of open communication, and the challenges they faced in establishing the center. 

Andrew discusses: 

  • The birth of his organization for addiction treatment “Recovery Unplugged”
  • The influence of music on your thoughts and emotions
  • Some of the risks and struggles he has faced while creating this organization
  • How he has successfully integrated open communication and value alignment within this program
  • And more

Connect with Andrew Sossin:

Connect with Sweet Financial Partners:

About Our Guest:

​​Over the past 20 years, it has been Andrew Sossin’s enduring pleasure to grow as a South Florida business leader and community advocate. His professional focus on financial services and business development has allowed me to establish multiple successful ventures in a wide array of fields, including addiction care, customer service, music management, and insurance.

Andrew’s experience, passion, and advocacy has allowed sitting on the boards of such inspiring organizations as Nova Southeastern University, the Jewish Federation of Broward County, and the Jewish Center for Science.

He’s also had the honor of holding key memberships with the United Way Tocqueville Society and the American Cancer Society and is the proud Co-Founder and Board Treasurer of Face the Music Foundation, a non-profit that mobilizes individuals and communities to combat addiction through music events and partnerships.

In addition to holding a Bachelor of Science in Business Administration from the University of Florida, he is a graduate of the Tony Robbins Mastery University Business Mastery and Leadership Academy programs and a former student of the Jack Canfield Breakthrough to Success program.

In my work with Recovery Unplugged Treatment Centers, I’ve led the consistent, proactive, and responsible expansion of the company, from a singular treatment facility in South Florida to a national addiction treatment organization that now helps thousands of clients per year, from all over the country, find their way to lasting recovery from substance use disorder. 

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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)

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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 from aspiring engineer to wealth planner and his commitment to helping clients navigate their transition to retirement. 

They discuss the importance of having a strong team and the lessons learned from difficult experiences in the workplace and your personal life. They also touch on the value of open conversations, especially for couples, when planning for their future. 

Ty discusses: 

  • His interesting story of becoming a financial advisor and finding his purpose in life
  • The process of building and curating a strong team
  • His experience of overcoming fear and embracing change both personally and professionally
  • How he and his wife are instilling values in their kids’ minds & how this plays into their legacy plan
  • And more

Resources: 

Connect With Ty Totzke:

Connect with Sweet Financial Partners:

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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)

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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 funds. The conversation also covers personal growth, with Oliver sharing his experience in auto racing, and the importance of having a roadmap for life transitions.

Oliver and Brittany talk about: 

  • Oliver’s journey of fulfilling the role of Director of Wealth Services at Sweet Financial
  • How to start implementing charitable giving strategies in your life today
  • How to avoid making the most common mistakes when it comes to finding your charitable giving strategy
  • The first steps you can take when struggling to decide what the “best” charity is to give to
  • And more

Resources: 

Connect With Oliver Kollofski:

Connect With Sweet Financial Partners:

About Our Guest:

Oliver’s knack for simplifying the complex and generating creative planning strategies for our clients has earned him the unofficial title of the “smart guy” in the office. All jokes aside, Oliver thrives in creating opportunities in even the most complex cases, and in painting a picture that allows the client to make informed and educated decisions. Since joining our Sweet Financial team in 2007, and becoming a partner in 2013, Oliver has worked closely with the advisors in the office to help our clients create the retirement they can’t wait to wake up to. 

He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor.

What some may not know about the poised and often reserved Oliver, is that he enjoys driving race‐car and has been an avid hockey player and coach for much of his life. When he’s not doing all of that cool stuff, you’ll find him spending time with his wife, Emily, and sons, Jace and Van.

 

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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)

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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 Coaching. Joe discusses his RESOLVE framework, which helps individuals transitioning into retirement or selling their businesses to identify their next steps and overcome limiting beliefs. 

Joe emphasizes the importance of understanding one’s core beliefs and shares his personal journey from being a financial advisor to becoming a legacy coach.

Joe discusses: 

  • His RESOLVE framework: A path to building your personal legacy
  • Dealing with naysayers and how to overcome their negative influence when building your legacy
  • Insight into how you can transition to new stages of your life with purpose
  • How to overcome the IILs – Inevitable Imagined Limitations
  • And more

Resources:

Connect With Joe Lander:

Connect With Sweet Financial Partners:

About Our Guest:

Joe Lander’s approach involves helping professionals and executives piece together the fragments of their past in a unique way that illuminates the path their life has prepared them for. By excavating their deeply-held core beliefs, they can harness the power to envision and manifest the remarkable contributions they’re meant to create, live, and leave as their personal legacy.

With his exclusive R.E.S.O.L.V.E roadmap, a proven framework tailored to your individual journey, you will gain the essential tools and strategic steps needed to embrace your purpose, overcome obstacles, and bring your vision to life. Together, you will explore the hidden transformative potential within you, empowering you to make a lasting impact on the world.

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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)

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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 real estate investing. 

Christine discusses the importance of surrounding oneself with the right people, overcoming self-limiting beliefs, and aligning one’s choices with their purpose. They also explore the power of giving back and creating experiences through financial resources. 

Christine discusses: 

  • Her experience with the common disbelief of “I’m too old”, scarcity mindset, and how she overcame these limiting beliefs
  • How to surround yourself with the right people & how to find out if they’re going to enhance your growth
  • Embracing and finding your purpose as you grow older
  • Her experience of giving back and how she stays true to her commitments  
  • How to hold yourself accountable to YOUR commitments
  • And more

Resources: 

Connect With Christine McCarron:

Connect With Sweet Financial Partners:

About Our Guest:

Christine McCarron went from less than $0 to a 7-figure net worth starting at age 50 thanks to real estate investing. Through her coaching, courses, podcasts and books, she loves sharing what she’s learned to help other women exceed their expectations and create a legacy.

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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)

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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.

Dr. Burtis discusses the connections between health and wealth, highlighting the need to prioritize both aspects for a fulfilling future. Dr. Burtis shares how you can take proactive measures and make small choices today for better future health and well-being.

Dr. Burtis discusses: 

  • How he integrates the relationship between health and wealth in his practice
  • How to start taking action and prompt the right conversations in your healthcare 
  • The tools available to you to track quality sleep, effective exercise, and more!
  • The healthy living mindset you should be adopting today 
  • And more

Resources: 

Connect With Dr. Scott Burtis:

Connect With Sweet Financial Partners:

About Our Guest:

Dr. Scott Burtis is a chiropractic physician, Board Certified Clinical Nutritionist and Certified Functional Medicine Practitioner. He has over 35 years of experience. He’s also the only doctor in rural Southern Minnesota who is certified in the Bredesen Protocol, which is the only medical approach proven to cure Alzheimer’s disease. 

He has been published both locally and internationally and has recently co-authored an article with noted functional medicine authors, Dr. Richard Johnson, Dr. Dave Perlmutter, and Dr. Dale Bredesen with a special emphasis on restoring energy. 

Dr. Burtis has seen many amazing responses over the years after restoring and maximizing his own metabolic health. Dr. Burtis has recently enjoyed helping patients with type two diabetes, thyroid issues, fertility issues, fatigue and energy issues.

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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)

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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 the identity shift that comes with exiting a business. 

The conversation also explores the shift in retirement mindset, the advancements in technology, particularly in AI, and the importance of proper exit planning. They encourage business owners to stay ahead of technological trends and leverage AI to their advantage. 

Bryan & Brittany discuss: 

  • The struggles and triumphs of business ownership: How to curb common pain points as a business owner in the modern day
  • Embracing technological advancements and taking advantage of the opportunities AI provides
  • The role of intentionality when avoiding business owner burnout
  • Some modern takes on retirement planning and business exit planning
  • And more

Resources: 

Connect With Sweet Financial Partners:

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