Category: Retirement

Understanding Your Emotional Intelligence With Dr. Patty Ann Tublin (Ep.27)

Understanding Your Emotional Intelligence With Dr. Patty Ann Tublin (Ep.27)

Although we live in a time where there are so many ways to communicate, it seems there are still so many communication problems between spouses, family members, and people we meet online.

In this episode, Brittany talks with Dr. Patty Ann Tublin, CEO and founder of Relationship Toolbox LLC a training and development consulting firm. She discusses some of the common communication issues we face today and provides realistic solutions you can easily apply to your life.

Dr. Patty Ann Tublin discusses: 

  • One of the main communication issues people in relationships face and how to fix it
  • How to smoothly transition into retirement with your significant other
  • How you can stay intentional about the people you surround yourself with
  • Becoming a better version of yourself and how to incorporate better self-talk
  • And more

Resources: 

Connect With Dr. Patty Ann Tublin:

Connect With Sweet Financial Partners:

About Our Guest:

Dr. Patty Ann Tublin is the CEO and Founder of Relationship Toolbox LLC, a training and development consulting firm specializing in the development of emotional intelligence and other “soft” skills that promote optimal individual and group performance that impacts the bottom line. As a Relationship, Communication and Emotional Intelligence expert, Dr. Patty Ann understands that a company’s people are its most important asset. As a female professional dedicated to the empowerment of women, Dr. Patty Ann creates customized women’s programs & initiatives that provide actionable take-aways for women to succeed. Dr. Patty Ann authored two (2) Amazon best-selling books: “Not Tonight Dear, I’ve Got a Business to Run” & “Money Can Buy You Happiness: Secrets Women Need to Know to Get Paid What They Are Worth!” Both received glowing testimonials from Barbara Corcoran of SHARK TANK fame. She is also extremely passionate about diversity and inclusion initiatives for all minorities as she is for women!

Dr. Patty Ann is a frequent guest expert on every major TV and print media platform including ABC, NBC, CBS & FOX Business News, The WSJ, The NYT, Forbes, INC., SUCCESS Magazine & Entrepreneurial Women Magazine to name a few. Dr. Patty Ann’s world class education includes a Doctorate in Clinical Psychology (Summa cum Laude), two Master’s Degrees, Executive Coaching Certification, and she is an RN.

Don’t Confuse Simple With Simplicity Featuring Jeffrey Feldberg (Ep.26)

Don’t Confuse Simple With Simplicity Featuring Jeffrey Feldberg (Ep.26)

Moral of this episode: don’t confuse simple with simplicity.

In this episode, Brittany Anderson talks with Jeffrey Feldberg, co-founder and CEO of Deep Wealth and Chief Liquidity Event Advisor, to discuss his story of pursuing his entrepreneurial dreams and creating a business that sold for 9-figures.

Jeffrey specializes in helping business owners capture the true value of their business not just before they sell, but during the ownership process.

Jeffrey discusses: 

  • The things he learned along the way while creating a 9-figure business
  • What fueled him to start his business despite people telling him it would fail
  • How he helps business owners like you realize their business’ maximum value when exiting
  • The soft and hard skills that got him through the toughest years of his business
  • And more

Resources: 

Connect With Jeffrey Feldberg:

Connect With Sweet Financial Partners:

About Our Guest:

Jeffrey is the co-founder and CEO of Deep Wealth. After graduating from his MBA program, Jeffrey launched his very first company, Embanet.

As an industry leader, Embanet created a market disruption in higher education, and it went on to capture a nine figure deal for Jeffrey’s liquidity event. For Jeffrey, business owners are dreamers and change makers who put everything on the line and win against all odds.

Jeffrey’s passion is helping business owners achieve their goals and their dreams. Jeff’s mission is to help you capture the maximum value in your liquidity event. Through Deep Wealth experience, you will master the same nine step roadmap that Jeffrey created for his nine-figure exit.

The Difference Between Knowing Your Value And Your Worth (Ep.25)

The Difference Between Knowing Your Value And Your Worth (Ep.25)

Can you think of a time when you had to be brutally honest with yourself?

It can be hard, but sometimes, it is necessary.

In this episode, Bryan Sweet and Brittany Anderson discuss the difference between knowing your value and knowing your worth. They also share how they are helping people like you reflect on their past self and move forward to achieve their full potential.

Bryan and Brittany discuss: 

  • How to enhance your self-talk
  • Answering the looming question: “Do I have enough (money, personal time, etc.)  in my life?” 
  • How to properly measure and reflect on your personal growth
  • How Sweet Financial can help you realize your full potential
  • And more

Resources: 

Connect With Sweet Financial Partners:

How To Better Discover Your Value (Ep.24)

How To Better Discover Your Value (Ep.24)

Life can get really busy, really fast which can make it difficult to juggle all the things you are interested in.

But what if we told you it’s not about juggling everything you are interested in, but about establishing a smaller list of things that you are committed to doing.

In this episode, Bryan Sweet and Brittany Anderson discuss how you can establish what the next phase of your life looks like by reflecting on both your value systems and your personal interests.

Bryan and Brittany discuss: 

  • How to combat the overwhelming feeling of imposter syndrome
  • Discovering your next step in life and what purpose it serves 
  • The difference between being interested in something and being committed to it
  • How to find and establish your value and support systems 
  • And more

Resources: 

Connect With Sweet Financial Partners:

Dreaming Big, Dreaming Bigger, and Dreaming Beyond (Ep.23)

Dreaming Big, Dreaming Bigger, and Dreaming Beyond (Ep.23)

You did it! You have gained and have been able to sustain your confidence. 

Now what can you do with it?

In this episode, Bryan and Brittany build off of previous ideas about gaining confidence by explaining what you can do once you have found confidence in your abilities to achieve the things you have been dreaming about. They also discuss strategies you can implement in your life to find the opportunities that can bring your dreams to life.

Bryan and Brittany discuss: 

  • How to find out what “dreaming big” means to you
  • Strategies to avoid stalemates and take action on your goals
  • How to find and create the opportunities that can make your goals come to life
  • How to maximize your ability to make conscious decisions in both your personal and financial life
  • And more

Resources: 

Connect With Sweet Financial Partners:

How To Take Risks With Confidence (Ep.22)

How To Take Risks With Confidence (Ep.22)

Now that Bryan and Brittany have discussed why confidence is key, it’s time to learn how you can implement it into your professional and retired life to achieve your goals.

In this episode, Bryan Sweet and Brittany Anderson explain how you can find the confidence you need to take the necessary steps to create value and passion in what you put out into the world. They also share why creating a healthy amount of confidence during your career will help you find your purpose and meaning during your retired years.

Bryan and Brittany discuss: 

  • How you can incorporate confidence when you are taking any type of risk
  • How boosting your confidence can affect your potential and ability to achieve greater success
  • Why you shouldn’t just formulate a retirement plan, but a post-retirement plan
  • Why you should incorporate more self-care into your routine and how it can enhance your confidence 
  • And more

Resources: 

Connect With Sweet Financial Partners:

Confidence Is Key (Ep.21)

Confidence Is Key (Ep.21)

You’ve heard the saying that “confidence is key”, but there is so much more to it than that!

In this episode, Bryan Sweet and Brittany Anderson go into depth about the influence of confidence on both your personal and professional lives. They also provide advice about how you can maximize the confidence you have in everyday life.

Bryan and Brittany discuss: 

  • Bryan’s newly published book “Dream Architecture: Build a Retirement Beyond What’s Possible”
  • The relationship between confidence and success
  • Finding the right people to help you find the right courses of action
  • The slippery slope of comparing your retirement to someone else’s
  • And more

Resources: 

Connect With Sweet Financial Partners:

Navigating Uncertainty and Adversity In The Current Age (Ep.20)

Navigating Uncertainty and Adversity In The Current Age (Ep.20)

It can feel impossible to escape the constant stream of media in today’s day and age.

How can you disconnect and free yourself from overwhelming content?

In this episode, Bryan Sweet and Brittany Anderson discuss how you can navigate the uncertainty and adversity you are constantly being fed on media platforms and how you should find an outlet to free your mind from the constant “hustle culture” in society.

Brittany and Bryan discuss: 

  • Eliminating the effects of fear and uncertainty in your life
  • The role of the news when trying to gain a new perspective on the world
  • How you can better understand what you can and cannot control
  • Finding your outlet – finding a new book series, going outside, or finding a new spot to relax
  • And more

Resources: 

Connect With Sweet Financial Partners:

Adding Value 2 Life With Robert Peterson (Ep.19)

Adding Value 2 Life With Robert Peterson (Ep.19)

Adding value to other people’s lives every day, helps us to impact their life in some way.

In this episode, Robert Peterson, co-founder and president of AV2L Consulting (Add Value 2 Life) will share how your understanding of money and dreams can impact lives. He also teaches you how you can shift your negative mindset. 

Robert discusses: 

  • The path that led him to where he is today
  • One area of life people get stuck in the most
  • Why he started his podcast
  • How you can shift yourself out of a negative mindset
  • And more

Resources: 

Connect With Robert Peterson:

Connect With Sweet Financial Partners:

About Our Guest:

Robert Peterson is the co-founder and president of AV2L Consulting llc. He and his partner founded AV2L because they believe that human beings were created to take care of each other. They believe they were meant to, “encourage one another and build each other up.”

He helps entrepreneurs make great connections and build meaningful relationships.

He has a lifelong passion of serving and helping people. He has taught and coached leaders in dozens of countries and has a unique ability to connect, excite and impact my audiences.

His coaching and training helps leaders focus on strategy, leadership, influence, communication, relationships and accountability while connecting their passion and faith to tangible results.

Robert is passionate about seeing his clients believe in themselves and achieve results they never believed possible.



When You Connect, You Can Thrive With Lou Diamond (Ep.18)

When You Connect, You Can Thrive With Lou Diamond (Ep.18)

What is it that driven entrepreneurs have that makes them thrive?

In this episode, Brittany Anderson talks with Lou Diamond, chief executive officer at Thrive to discuss what he has accomplished and how he masters his own mindset. He also shares how he helps people overcome things in their lives that might be related to limited mindsets. 

Lou discusses: 

  • How his work inspires people within their passion and makes them thrive
  • The impact of selfishness on professional and personal relationships
  • One of the biggest challenge he has faced in his business career and the mindset that got him through it
  • The influence of fear in your professional life and how you can overcome its overwhelming effects
  • The art of a great professional conversation
  • And more

Resources: 

Connect With Lou Diamond, CSP:

Connect With Sweet Financial Partners:

About Our Guest:

Lou is an energetic, humorous and inspirational speaker, business development strategist and performance mentor. For over 25 years he has delivered winning tactics that have increased results of leading performers from companies all over the world.

He is the CEO of THRIVE, a company focused on helping brands become even more amazing through the power of connecting.

When he isn’t speaking or working on his top-rated Thrive LOUD podcast, he is watching his kids grow up too fast, obsessing over how bad his sports teams are, listening to country music…and playing some ‘not-so-great’ golf.

If you or your organization are trying to find the right way to make the connections essential to achieve your business goals, Lou Diamond is the man to help you make it happen.