Category: Retirement

FEATURE
Doc Sangani’s Unconventional Blueprint for Fulfillment (Ep. 85)

Doc Sangani’s Unconventional Blueprint for Fulfillment (Ep. 85)

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In this episode of The Dream Architect Life, Bryan Sweet welcomes Dr. Bharat “Doc” Sangani, a cardiologist who came to the U.S. from Mumbai with just $10.45 and went on to build a $2 billion private equity firm. From medicine to franchising to real estate, Doc shares how belief, effort, and a few exceptional decisions shaped his journey.

He emphasizes the importance of learning from mistakes, overcoming fear with preparation, and the power of seeking out mentors. Doc’s advice is practical: live below your means, plan for the worst, and stay committed to what you believe in.

The conversation also explores his deeper philosophy—seeing life as a gift and removing yourself from the center of it to gain clarity and peace. With humor and humility, Doc delivers insights on success, simplicity, and staying true to your values.

Expect insights on:

  • How fear can fuel vision, not paralyze it
  • Why belief and effort matter more than perfection
  • Doc’s framework for quantifying happiness
  • The power of mentorship, humility, and surrender
  • And more!

Resources:

Connect With Sweet Financial Partners:

Connect With Dr. Bharat Sangani:

About Our Guest:

Bharat Sangani, MD, Encore’s Chairman and CEO, co-founded the firm in 1999 as a vehicle for investors to share in the success of his real estate deals. “Doc,” as he is known by both clients and co-workers, made his first investment in real estate in 1991. He quickly learned he had a natural instinct for commercial real estate investing and began growing his portfolio. Over the 30 years that followed, Doc has established a successful private commercial real estate investment and development firm with a proven track record across multiple sectors throughout the United States. 

Admired for his relentless work ethic, Doc, along with a team of experienced, results-driven, and forward-thinking individuals, leads Encore on the principles of honesty, integrity, and fairness. Doc sits on the Board of Directors of Encore Enterprises, Inc., and Encore Properties, Ltd. He is an active contributor to the community and is involved in various charities both locally and in India.

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.

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FEATURE
Turning Big Dreams Into Reality with Richard Wilson (Ep. 84)

Turning Big Dreams Into Reality with Richard Wilson (Ep. 84)

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How do you turn your dreams into reality, even when life’s obstacles stand in the way?

In this episode, Bryan Sweet sits down with Richard Wilson, the dynamic founder of Family Office Club, to discuss how mindset and strategic planning can elevate your future. Richard shares his riveting journey from starting a humble blog to building a thriving investor community.

Richard and Bryan discuss: 

  • Richard’s fascinating journey to creating the largest investor access point [00:01:32]
  • The power of having a crystal-clear vision and dreaming big [00:05:43]
  • The development and impact of AI tools in financial decision-making [00:16:35]
  • Lessons learned from ultra-successful individuals [00:12:08]
  • Richard’s approach to health and achieving a holistic lifestyle [00:31:29]
  • And more

Resources: 

Connect With Sweet Financial Partners:

Connect With Richard Wilson:

About Our Guest:

Richard C. Wilson is a husband, adventure enthusiast, father of 3 girls, and a third-generation Eagle Scout. Richard is also the CEO of the #1 ultra-wealthy investor club with 7,500+ investors called Family Office Club, which hosts 16 in-person events per year. His investor club runs the most listened to podcast on family offices, the most watched YouTube channel with 1,000+ videos, and has spent $25M in the last 17 years hosting 300+ live events and he has a total of 15 million social media group members and followers. Richard also runs and owns Billionaires.com, where he is interviewing 100 billionaires publicly to create the #1 resource on their scaling strategies and mindset.

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.

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FEATURE
Building a Future Beyond Just Financial Planning with Warren Barry (Ep. 83)

Building a Future Beyond Just Financial Planning with Warren Barry (Ep. 83)

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What does it mean to dream big and embrace life’s opportunities?

In this episode, Bryan Sweet hosts a fascinating discussion with Warren Barry, a captivating speaker and storyteller from Canada. Warren’s journey from chef to keynote speaker showcases how embracing change and pursuing dreams can lead to fulfilling opportunities.

Warren discusses: 

  • His diverse career path and how it shaped his perspective on success and personal growth [00:02:09]
  • The importance of being open to opportunities and saying yes to life’s invitations [00:11:50]
  • Understanding and leveraging one’s unique strengths for personal and professional development [00:16:02]
  • His innovative “Thank You Theory” and its potential impact on personal connections [00:31:07]
  • And more

Connect With Warren Barry:

Connect With Sweet Financial Partners:

About Our Guest:

International speaker and consultant Warren Barry uses the timeless story of “Duck, Duck, Goose!” to help leaders recognize how individuals with unique talents drive thriving workplace cultures. A pioneer in human behavior, Warren explores how counter-intuitive work environments benefit organizations by achieving more with less, all while having more fun. Through science-based insights, Warren helps teams harness their true potential, fostering harmony, productivity, and profitability. With his dynamic style, he creates cohesive teams that thrive in volatile markets and reduce workplace stress.

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet 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.

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FEATURE
Transforming Life Insurance into a Retirement Asset (Ep. 82)

Transforming Life Insurance into a Retirement Asset (Ep. 82)

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What if your old life insurance policy could fund your retirement dreams instead of just getting surrendered? 

In this engaging episode of The Dream Architect Life Podcast, Bryan Sweet from Sweet Financial Partners chats with Jon B. Mendelsohn, CEO of Ashar Group. They delve into life settlements, a lesser-known but potentially lucrative option for those holding a life insurance policy with seemingly no need for it.

Jon shares his journey from teaching to entrepreneurship and explains how life insurance can be appraised and sold, much like real estate, to potentially provide financial flexibility for retirement, charitable planning, or even supporting loved ones. They discuss the importance of being informed about options before canceling a policy, as well as the emotional and financial impact this decision can have on families.

Jon B and Bryan cover:

  • The basics of life settlements and their untapped potential [03:47]
  • Real-life examples of life settlements transforming financial outcomes [13:34]
  • Tax implications and process timelines for life settlements [06:27]
  • How longevity and current health can influence policy valuation [27:25]

Resources: 

Connect With Sweet Financial Partners:

Connect With Jon B. Mendelsohn:

About Jon B. Mendelsohn:

Jon B. Mendelsohn is the CEO and co-founder of Ashar Group, a leading firm specializing in life settlements and life insurance policy valuations. With a deep passion for innovation and education, Jon has played a pivotal role in shaping Ashar Group’s success since its inception in 2003. He has led the company to develop proprietary, time-saving processes that help financial advisors and clients navigate the complexities of life insurance with transparency and responsibility.

Jon is also an influential figure in the life settlements industry, advocating for best practices and ethical standards. He is an active member of the Forum 400, an exclusive community of elite insurance producers, and has shared his expertise as a guest speaker at prestigious institutions such as Harvard Business School and Columbia University’s PhD program in finance.

In addition to his work with Ashar Group, Jon has been featured in leading publications such as Trust & Estates and Tax Adviser Magazine, offering insights into life settlements and wealth management. His forward-thinking approach has established him as a respected thought leader in the industry.

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.

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FEATURE
Building Confidence in Young Minds with Barry Garapedian (Ep. 81)

Building Confidence in Young Minds with Barry Garapedian (Ep. 81)

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What if the key to unlocking your full potential is hidden in letting go of what holds you back?

Join Bryan Sweet on The Dream Architect Life podcast as they dive into an inspiring conversation with Barry Garapedian, a renowned figure in Wall Street and a passionate advocate for empowering young minds. Barry shares his journey from a 39-year career in finance to creating family constitutions and mentoring young adults through the transition to their fullest potential.

Barry discusses: 

  • His transformation from Wall Street to working on family governance and designing impactful family constitutions [00:02:13]
  • The seven pillars that define a winning life and why they are crucial for personal and family planning [00:03:16]
  • Innovative strategies to build self-confidence in young minds through real-life practices like crafting vision boards and creating personalized notes [00:06:52]
  • Tips for young individuals to gain a competitive edge in life, emphasizing the importance of both interpersonal skills and self-presentation [00:17:13]
  • And more

Resources: 

Connect With Sweet Financial Partners:

Connect With Barry Garapedian:

About Our Guest:

Barry Garapedian is the President and CEO of MAG 7 Consulting, a boutique coaching, mentoring, and advisory firm that caters to high-school and college-aged students. The MAG 7 program has distilled and codified key principles of achievement and paths to success that propel young people to meet their highest potentials in all aspects of life.

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.

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FEATURE
How Vision and Communication Drive Business Growth with Chad Jenkins (Ep. 80)

How Vision and Communication Drive Business Growth with Chad Jenkins (Ep. 80)

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What happens when you embrace collaboration over competition?

Join Bryan Sweet as he engages in an enlightening discussion with visionary Chad Mackay, a dynamic leader recognized by Inc. 5000. Chad shares his journey from a small town in South Carolina to founding over 55 ventures, showcasing his remarkable ability to identify and harness invisible business opportunities.

Bryan and Chad discuss: 

  • How non-verbal communication and life on a farm taught Chad essential business skills (3:04)
  • The transformative power of vision in personal and business growth (8:02)
  • Chad’s approach to collaboration and how it fuels exponential growth (14:46)
  • The significance of identifying and naming your unique value contribution (18:55)
  • And more

Connect With Sweet Financial Partners:

Connect With Chad Jenkins:

About Our Guest:

Chad’s zeal to understand how businesses work allows him to immediately identify invisible opportunities in “the way we have always done it.” His unique approach leverages the innate resources available, igniting a passion for innovation without the need for hefty investments or extended timelines. Chad’s journey began at age eight, turning his first job into a successful business venture, laying the foundation for his entrepreneurial spirit. His remarkable career is highlighted by significant achievements, including recognition in the Inc 5000, initiating over 50 ventures, and pioneering SEEDSPARK CoLAB Partners. When Chad couples his key fundamentals with his natural curiosity, these methods become the game-changers needed to move businesses toward exponential growth.

This talent, what some call his highest value role, has opened the doors for Chad to work directly with leaders of businesses of every size across every industry. By analyzing the various aspects of an organization’s Dangers, Opportunities, and Strengths, Chad can quickly identify invisible opportunities that enable companies to create competitive advantages and increase margins, resulting in exponential enterprise value growth. The result is a proven track record of over forty owned or previously owned high-growth companies and hundreds of CoLAB Partners across North America.

Now focused on helping others, he has passed on leadership in his companies. SEEDSPARK CoLAB Partners, his primary focus, stands out as a testament to his beliefs, aiming to drive growth through visible and actionable opportunities without any upfront cost to the entrepreneur.

 

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.

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FEATURE
Chapter 10: Know Your Worth (Ep. 79)

Chapter 10: Know Your Worth (Ep. 79)

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What does it really mean to live your best life in retirement?

Join Bryan Sweet as he dives into the final chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible. This episode goes beyond numbers and retirement statistics to explore how a strong sense of self-worth can transform your retirement journey. Discover how you can shift your mindset to focus on what truly matters—living richly rather than dying rich.

This chapter covers: 

  • Self-worth and its connection to achieving your biggest dreams (02:34)
  • Shifting the retirement focus from money to life fulfillment (05:20)
  • Creating positive momentum through tiny habits (14:10)
  • And more

Resources: 

Connect With Sweet Financial Partners:

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.

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FEATURE
Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78)

Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78)

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What does it truly mean to dream big? How can you shatter your limiting beliefs to reach new heights in retirement? 

Brittany shares inspiring stories and insights, encouraging you to harness your mindset to conquer what seems impossible. Learn how the bravery of individuals like Christopher Reeve can inspire you to chart a course for your biggest dreams, while practical advice on dealing with life transitions nurtures your personal growth. 

You have the power to decide what your future holds, and it’s time to embrace opportunities that are just beyond your current reach.

This episode’s highlights include:

  • The significance of dreaming beyond current capabilities [00:03:00]
  • Building self-confidence to fuel your big dreams [00:04:00]
  • Why major life transitions can become turning points [00:09:00]
  • The role of mentors and supportive networks [00:16:00]
  • Steps to align your financial plans with your dreams [00:13:00]
  • And more!

Resources:

Connect With Sweet Financial Partners:

  • 1 (507) 235-5587
  • meetingwithsweet.com
  • meetingwithamber.com
  • Sweet Financial
  • LinkedIn: Bryan Sweet
  • LinkedIn: Brittany Anderson
  • Facebook: Sweet Financial Partners
  • 📖 Get our book, “Dream Architecture” here

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.

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FEATURE
Chapter Eight: Turning Your Dreams Into Reality (Ep.77)

Chapter Eight: Turning Your Dreams Into Reality (Ep.77)

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What if retirement wasn’t just about slowing down, but rather speeding up to live out the dreams you’ve always had?

Join Bryan Sweet, CLU®, ChFC®, as he reveals key strategies to build confidence in your financial future. Through smart planning and a focus on what truly matters, he’ll help you create a fulfilling and secure retirement.

With insights from Dan Sullivan and Dr. Benjamin P. Hardy, Bryan challenges the common notion of retirement being a slow phase and instead portrays it as an exciting time to pursue significant life goals. Whether it’s opening a new business or traveling the globe, it’s never too late to dream big and plan wisely.

Key highlights in this chapter include:

  • How focusing on life goals complements financial planning [00:01:00]
  • The pitfalls of early retirement without proper planning [00:03:00]
  • Harnessing the power of planning and achieving small wins [00:08:00]
  • Strategies to build self-confidence and avoid comparing yourself to others [00:14:00]
  • And more!

Resources: 

Connect With Sweet Financial Partners:

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.

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FEATURE
Chapter Seven: Navigating Uncertainty and Adversity (Ep.76)

Chapter Seven: Navigating Uncertainty and Adversity (Ep.76)

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Are life’s curveballs throwing you off balance? 

Today’s episode features Chapter Seven of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible, and takes you through the art of navigating uncertainty with grace and resilience.

Join Brittany Anderson from Sweet Financial Partners as she explores how a positive mindset isn’t just feel-good fluff—it’s a powerful tool to help you stay the course and achieve your dreams. Discover transformative insights and practical steps on how to reframe negative experiences into growth opportunities.

Key points in this chapter include:

  • The surprising link between attitude and health benefits [00:03:30]
  • How gratitude and a shift in perspective can turn challenges into stepping stones [00:04:15]
  • Empowering strategies to maintain a positive outlook during financial downturns [00:18:45]
  • The “Experience Transformer” method for turning setbacks into setups for future success [00:12:45]
  • And more!

Resources: 

Connect With Sweet Financial Partners:

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.

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