Category: Retirement

FEATURE
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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FEATURE
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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Having Everything But Feeling Completely Unfulfilled With Trevor Muir (Ep. 38)

Having Everything But Feeling Completely Unfulfilled With Trevor Muir (Ep. 38)

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Chances are you have probably hit a milestone in life and thought “This is it! Now my life can start!”, but this truly is a never ending cycle.

In this episode, Brittany Anderson talks with Trevor Muir, CEO at SurePoint Technologies, about how facing immense challenges can often lead you to the place or position you are meant to be in.

Trevor discusses: 

  • The moment in time he had an equal fear of living and dying
  • What he would share with someone who has everything but feels completely unfulfilled
  • The whole progression that life is going to get easier
  • His “Someday To Today” initiative and how you can incorporate it into your lifestyle
  • And more

Resources: 

Connect With Trevor Muir:

Connect With Sweet Financial Partners:

About Our Guest:

Trevor is the CEO of Surepoint Group and the founder of the Surepoint Someday to Today initiative. He is laser-focused on building a culture of caring and believes to his core that authenticity and vulnerability are strengths. He strives to be an inspiring leader and knows that people help people best by sharing their experiences.

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A Changed Mind Designed To Thrive With David Bayer (Ep. 37)

A Changed Mind Designed To Thrive With David Bayer (Ep. 37)

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Most of us are working against an incumbent nervous system that was designed for survival not to thrive. 

In this episode, Brittany Anderson talks with David Bayer, a leading expert on human evolution, mindset and business strategy. He will teach you how to rewire the way your nervous system was designed to experience uncertainty and how you will be transformed by the renewing of your mind.

David discusses: 

  • His story of where it all started and what got him to this point 
  • Why mindset is 99% of your ability to thrive during times of uncertainty
  • Why every single person has an opportunity to make a golden window opportunity
  • Developing a practice of stillness and why there’s nothing more powerful
  • Actions you can take to come out of that feeling of discouragement
  • And more

Resources: 

Connect With David Bayer:

Connect With Sweet Financial Partners:

About Our Guest:

David Bayer is an author, speaker, seminar leader and leading expert on human evolution, mindset and business strategy. David Bayer Businesses is the #1 fastest growing business and personal development coaching company in America (#171 Inc. 500.)

David was recently featured in Success Magazine as “a leading expert on the next evolution of mindset”. His book Mind Hack has been downloaded over 200,000 times and his recent interview on Impact Theory was rated a ‘Top 5 Interview’ and has been viewed over a million times.

The Powerful Living Experience Live, David’s annual event was named “A Top 3 Must Attend Personal Development Event For Entrepreneurs” and has impacted the lives of thousands of mission-driven entrepreneurs. David helps individuals and organizations tap into higher levels of human performance, potential and achievement.

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Get Visibly Fit™ In Mind, Body and Spirit With Wendie Pett (Ep.36)

Get Visibly Fit™ In Mind, Body and Spirit With Wendie Pett (Ep.36)

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Planning for retirement consists of so much more than setting and investing the right amount of money. People often forget how important it is to invest in their health so they can enjoy their wealth.

How are you investing in your health to enjoy your retirement?

In this episode, Brittany Anderson talks with Wendie Pett, a professional trainer and coach. Wendie discusses her journey of becoming a health and wellness coach so many people can enjoy their retirement years and create valuable memories.

Wendie discusses: 

  • The path that led her to become a passionate health & wellness trainer and coach
  • How you can implement physical and fiscal healthy habits into your lifestyle
  • How to not just invest your money for retirement but invest in yourself
  • How to start realistically pursuing your fitness goals 
  • And more

Resources:

Connect With Wendie Pett:

Connect With Sweet Financial Partners:

About Our Guest:

For over two decades, Wendie Pett has been motivating people to make fitness and good nutrition part of their daily routine. She teaches the balance of mind, body and spirit through her Visibly Fit™ wellness program. Wendie has a nationally syndicated television program that airs each week on the NRB Network, LIFTABLEtv, WLCN, Faith Unveiled Network and IBN Television. It has aired for over 9 years. Her television show also appears weekly on the Life Network For Women app. For over 8 years, she’s been known as ‘Coach Wendie’ on KTIS radio in the Twin Cities with her featured healthy tips segments. Wendie is also a featured columnist in VEGWORLD Magazine, The Christian View, Best Ever You, Refreshed, Vegan Lifestyle, and Diet.com. Wendie has two podcasts, Visibly Fit (won Best Lifestyle Podcast 2021 by Spark Media) and Your Biggest Breakthrough with her husband, Todd. Wendie is a full-time business owner, a naturopathic doctor, wife, mother, author, speaker, TV host, advisory board member for Christian Women in Media and part-time volunteer. Her business consists of whole-food/plant-based wellness coaching, emotional healing, personal online training, fitness planning, educational and motivational speaking, and creating new products/tools to assist clients along their wellness journey. After a major injury to her shoulder, she resorted to body weight resistance exercises for strength and healing and hasn’t turned back to any other form of training since. She has helped countless others reach their fitness goals without ever compromising their joints, tendons, or ligaments – teaching that Your Body Is Your Gym™ and instilling new diet habits that have shown to reverse multiple diseases and allow people to get off medications. To learn more go to www.wendiepett.com.

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