Category: Retirement

FEATURE
Transforming Learning Through Video Storytelling with Dr. Dorine Rivers (Ep.57)

Transforming Learning Through Video Storytelling with Dr. Dorine Rivers (Ep.57)

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Regardless of the chapter of life you’re in or how much success you’ve had up to this point, this story is a great example of what commitment, dedication, and grit can bring to your future.

Brittany Anderson introduces Dr. Dorine Rivers, founder and CEO of Savantz AI. Dr. Rivers shares her journey in launching Savantz AI, a platform that converts text into engaging videos for businesses, educators, and learners. She emphasizes the importance of focusing on one’s passion and zone of genius, learning from mistakes, and staying resilient in the face of setbacks.

Dr. Rivers discusses how Savantz AI can help businesses create impactful video content to convey their messages effectively. Dr. Rivers highlights the platform’s potential for cross-generational communication, enabling users to create engaging content that resonates with diverse viewers.

Key discussion points include: 

  • Her story of accidentally creating Savantz AI while seeking solutions in video production
  • How Savantz AI can efficiently create engaging video content to effectively reach audiences across different platforms
  • The value of storytelling and creative visuals to enhance understanding and retention of information
  • How she is ensuring that the content generated is making a significant impact in promoting effective learning and communication strategies
  • And more

Resources: 

Connect with Dr. Dorine Rivers PhD PMP:

Connect with Sweet Financial Partners:

About Our Guest:

Dr. Rivers has a Ph.D. in Business Management and Human & Organizational Systems, a Project Management Professional Certification, and Investment Banking licenses. 

She has three decades of expertise in launching and managing businesses, educational leadership, and video production, and is an award-winning published author. As a serial entrepreneur, her expertise is in creative vision and execution, strategic planning, and identifying growth opportunities that will transform how we generate visual materials and bring content to life. 

Her passion for creating Savantz came from a desire to convert her own work into videos. She soon realized that the system she was building could benefit millions of businesses, educators, and learners. 

If you ask her about the inherent challenges, she will say that building a business is just like climbing a mountain. You get up every day and put one foot in front of the other, and nothing stops you until you reach the summit.

Sweet Financial Partners, LLC and Dorine Rivers maintain separate and independent operations without any affiliations.  Sweet Financial Partners, LLC does not receive any form of compensation from Dorine Rivers.  While AI concepts and technologies may be discussed, it should be noted that Sweet Financial Partners, LLC does not utilize AI in its operations, and this podcast does not imply or constitute the use of AI by the company.  Any references to AI are purely for educational and informational purposes only.  Sweet Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sweet Financial Partners, LLC and its representatives are properly licensed or exempt from licensure.

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REPLAY: How To Better Discover Your Value (Ep.56)

REPLAY: How To Better Discover Your Value (Ep.56)

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Life often becomes a whirlwind, leaving us feeling overwhelmed with countless interests and commitments.

But what if we shifted our perspective? Instead of trying to juggle everything, focus on a select few things you’re truly committed to.

In this replay, Bryan Sweet and Brittany Anderson delve into the process of defining your next life phase. Discover how aligning with your values and passions can shape your journey forward.

Bryan and Brittany discuss: 

  • The value of knowing the difference between being interested in something versus truly committing to it
  • The concept of “pick three” 
  • Benefits of a supportive network that understands and encourages your pursuits
  • Real experiences of taking action and having a positive mindset
  • And more

Resources: 

Connect with Sweet Financial Partners:

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Gaining A High-Performance Edge With Dr. Cindra Kamphoff (Ep.55)

Gaining A High-Performance Edge With Dr. Cindra Kamphoff (Ep.55)

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Whether one is harnessing resilience and confidence in the realms of athletics or the professional sphere, it’s crucial not to overlook the significant influence they wield.

As a mindset coach and accomplished author, Cindra Kamphoff imparts invaluable wisdom on mental conditioning for athletes, emphasizes the importance of present-moment awareness, and introduces practical tools such as the “truth meter” to counter negative thinking patterns. With a notable track record of assisting esteemed sports organizations like the Minnesota Vikings and the American Olympic Track & Field team in conquering self-doubt and dispelling limiting beliefs, Cindra convincingly demonstrates her mastery in cultivating high-performance mindsets.

Join host Brittany Anderson as she chats with Cindra about handling pressure using techniques like “pop the pressure,” and the universal application of these strategies in life transitions and facing skeptics. Sandra also teases her upcoming book on confidence, differentiating the feeling from the skill. 

Top Take-Aways Include:

  • Transitioning from athlete to coach & mastering the high-performance mindset
  • Applying an athletic mindset to personal challenges
  • How to handle pressure like an Olympian
  • Defying the naysayers using the “Watch me” mentality
  • And more

Resources: 

Connect With Cindra Kamphoff:

Connect With Sweet Financial Partners:

About Our Guest:

Cindra Kamphoff, Ph.D., CMPC, PCC, is an award-winning keynote speaker and certified professional coach for leaders, professional athletes, and championship teams. Her clients range from Verizon Wireless, Target, and Walmart to the Minnesota Vikings. She has provided mental training for the Minnesota Vikings for the last four years, working one-on-one with the players. Cindra worked with the United States Olympic Track and Field team in Tokyo working with the athletes one-on-one to help them train their minds.

She is the author of an Amazon bestseller, Beyond Grit: Ten Powerful Practices to Gain the High-Performance Edge, and a recent second book, Beyond Grit for Business: How to Boost Performance, Leadership, and the Bottomline. Her podcast, The High-Performance Mindset podcast, has over 3 million downloads and is ranked in the top 100 podcasts where she interviews thought leaders about mindset. She is a proud Minnesotan and lives in Mankato with her husband and two teenage boys.

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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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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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