Category: Finance

FEATURE
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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How to Take a Proactive Stance on Your Well-Being (Ep. 43)

How to Take a Proactive Stance on Your Well-Being (Ep. 43)

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We’ve said it before, we’re saying it again now, and we’ll say it even more in the future:

Health is a priceless wealth.

In this episode, Bryan Sweet and Brittany Anderson discuss their recent health and longevity immersive event. They explain that the event was created to address common issues their clients face, such as health & longevity, purpose, legacy, and experiences. 

Bryan and Brittany emphasize the connection between health and wealth, stating that good health is essential for a meaningful life. They also discuss the importance of proactive healthcare and prevention. 

Bryan & Brittany discuss: 

  • The role of proactive healthcare in your retirement plan and how to implement it
  • Recent advancements in medical technology and when you should ask your doctor about them
  • Sweet Financial’s health and longevity immersive event: What it’s all about and how you register for their upcoming date!
  • Personal client stories of realizing the relationship between health and wealth
  • And more

Resources: 

Connect With Sweet Financial Partners:

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How Core Values Shape Your Identity and Influence Your Growth with Carrie Campbell (Ep. 42)

How Core Values Shape Your Identity and Influence Your Growth with Carrie Campbell (Ep. 42)

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What narratives from your past do you find yourself holding onto that may not serve your future? Let’s take a moment to reflect on that.

In this episode, Brittany Anderson chats with Carrie Campbell, a skilled clinical counselor with a strong grasp of mindset and emotional intelligence. Together they discuss the importance of aligning your values with goals and decisions, examining external influences, and consciously choosing values that serve your authentic self. 

Carrie also emphasizes the significance of core values in personal and professional settings and the power of introspection and self-reflection for personal growth!

Carrie discusses: 

  • How experiences shape the way you view yourself and the world and how that can positively and negatively impact your attitude
  • The process of “de-influencing”: How implementing it sparks personal growth
  • Money stories: What they are and how to rewrite the negative ones
  • The four pillars of mindset and how to implement them within your everyday
  • And more

Resources: 

Connect With Carrie Campbell:

Connect With Sweet Financial Partners:

About Carrie Campbell:

Carrie Campbell is a clinical counselor and has worked with populations ranging from children with special needs and addicts to high-performing corporate executives and celebrities from the worlds of entertainment and sport. Her current list of personal clients includes NBA superstars, nine figure corporate executives and individuals working through addiction.

She has spoken on stages worldwide as an expert in mindset and emotional intelligence. Having co-developed the landmark system “Eliminate Your Limits”, a process that New York Times bestselling author, Dr. Benjamin Hard referred to as the most scientifically valid mindset system on the planet. Carrie wrote the Amazon bestselling book, “People Pleasing Nearly Killed Me” which sat at number one on the stress management category for nearly three months after its release in 2016.

She’s also a wife, a mother of two young adults, two French Bulldogs, and is a professional fitness competitor placing third in the world in 2001. Her personal life goals are happiness, impact, and mastery, and strives to teach and share that with the women in her Unstoppable Woman project as well.

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Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 41)

Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 41)

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Something every financial planner dreams about doing is helping their retirees achieve a far better retirement than they had ever hoped for.

Our guest, Amber Knips has a lot of experience doing just that.

In this episode, Brittany Anderson chats with Amber Knips, wealth advisor at Sweet Financial, about the biggest obstacles modern-day retirees face and what strategies they can use to mitigate these struggles, both financial and mental.

Amber discusses: 

  • Where she sees retirees getting the most ‘stuck’ and what modern-day obstacles they face the most 
  • How she uses “fear mitigation” with retirees when they are afraid of overspending (and the risk of inexperience because of this fear)
  • What dreaming big means to her and how this mentality applies to retirees like you
  • How to apply the 50/50 retirement approach – the misconception that retirement is either full-time traveling or full-time doing nothing at home
  • And more

Resources: 

Connect With Amber Knips, CFP®:

Connect With Sweet Financial Partners:

About Amber Knips:

Amber helps people see possibility through life’s greatest and most challenging transitions.  She is someone who has total passion and conviction for what she does. Using her empathetic and sincere approach, she has made it her mission to build deepened relationships with her clients all while helping them cultivate a financial plan that helps them focus on what they most enjoy. After joining the team at Sweet Financial Partners in 2012, Amber has gained extensive experience and training on guiding women through transitions such as loss of a loved one, divorce, career change, retirement and much more. You only experience these life transitions a few times during your lifetime, but she helps people through them every day.

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An Entrepreneur’s Guide: Building A Business You’ll Love For The Rest Of Your Life With Mike Koenigs (Ep. 40)

An Entrepreneur’s Guide: Building A Business You’ll Love For The Rest Of Your Life With Mike Koenigs (Ep. 40)

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Having a successful business doesn’t always mean someone has found fulfillment. Sometimes their business isn’t impacting the parts of life or the people they intended it to.

In this episode, Brittany Anderson talks with Mike Koenigs, an entrepreneur who collaborates with other entrepreneurs to create a business they’ll love for the rest of their life. 

Mike reflects on his experience working with limiting entrepreneurial mindsets and walks you through how to push past these feelings of stagnation.

Mike discusses: 

  • His 4 question approach and how it can narrow down your desires and goals
  • How he helps business owners and entrepreneurs push past feelings of stagnation
  • The power of moving yourself away from people who don’t keep their word and fail to show up (moving past self-sabotaging behavior)
  • The preventative measures you should take to get yourself re-focused on your business goals and aspirations
  • And more

Resources: 

Connect With Mike Koenigs:

Connect With Sweet Financial Partners:

About Mike Koenigs:

Mike Koenigs is a serial Entrepreneur, judge on Entrepreneur.com’s “Elevator Pitch”, Forbes and Entrepreneur Writer, 13x Bestselling Author, Mike Koenigs helps “Experts Build Empires” and “Category of One” brands. He works with entrepreneurs to elevate their status, authority, thought-leadership and message to create more impact, income and freedom. 

His companies have helped over 61,000 customers in 156 countries get noticed, amplify their message, create awareness, gain attention and engagement so they attract better customers who spend more.

He co-hosts the “Capability Amplifier” podcast with Strategic Coach founder, and author of “Who, Not How” and “The Gap and the Gain” author, Dan Sullivan and “The Big Leap” podcast with NYT Bestselling author Gay Hendricks.

He’s a regular contributor and columnist for Entrepreneur and Forbes magazines and interviewed, consulted and advised celebrity clients, billionaires and bestselling authors including Tony Robbins, Paula Abdul, Richard Dreyfuss, Dave Asprey, JJ Virgin, John Assaraf, Brian Tracy, XPrize founder Peter Diamandis, Jorge Cruise, Harvey Mackay, Daniel Amen and Darren Hardy.

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How To Find Your WHY with Dr. Gary Sanchez (Ep. 39)

How To Find Your WHY with Dr. Gary Sanchez (Ep. 39)

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This episode in a nutshell: If what you do is in line with your WHY, your how, and your what, you will love doing it. You’ll have unlimited energy for it.

In this episode, Brittany Anderson speaks with Dr. Gary Sanchez, international speaker, author, dentist, and inventor, to discuss how you can discover why you like to do what you like to do and how you can bring it to life.

This is what Gary calls the WHY Operating System.

Gary discusses: 

  • What made him realize he needed to stick out from others in his field and how you can do the same
  • His “light bulb moment” that made him want to expand his career beyond being a dentist
  • Your WHY Operating System – Why you do what you do, how you bring it to life, and what others can count on you for
  • The tools he has made to help you discover what is going to be fulfilling in your next chapter of life (marriage, retirement, switching to a different career)
  • And more

Resources: 

Connect With Gary Sanchez:

Connect With Sweet Financial Partners:

About Our Guest:

Gary Sanchez is an international speaker, author, dentist, and inventor who “figured out why”. He’s best known for discovering the “9 Whys”, developing the WHY.os, which is the WHY Operating System, founder of the WHY Institute, and creating the world’s first WHY discovery tool to help people accurately and quickly discover their WHY in under 5 minutes.

Dr. Sanchez’s personal journey takes him from successful dentist to being “WHY obsessed”, to helping hundreds of thousands discover their WHY to creating software to impact 1 billion people. Yes, 1 billion. In 2021, WHY Institute launched the WHY.os discovery, which discovers your why, how, and what, and creates your personal brand message for you.

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