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)

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 …

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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)

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 …

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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)

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 …

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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)

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 …

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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)

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. …

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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)

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 …

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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)

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 …

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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)

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 …

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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)

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 …

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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)

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.  …

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