Tag: Bryan Sweet

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Maximizing Your Retirement Through Estate Planning with Craig Hersch (Ep.67)

Maximizing Your Retirement Through Estate Planning with Craig Hersch (Ep.67)

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Think estate planning is just about what happens after you’re gone? Think again! It’s a vital life plan to help you shield wealth, minimize taxes, and set your family up for success. 

Today on The Dream Architect Life Podcast, Bryan Sweet interviews Craig Hersch, a seasoned estate planning attorney and strategic coach. They discuss the upcoming changes in estate tax laws, particularly the sunset provisions set to take effect in 2026. Craig shares insights on advanced estate planning strategies, the importance of timing, and how to identify qualified estate planning attorneys.

Craig discusses: 

  •  How important is timing when implementing estate planning strategies
  •  What are some common misconceptions clients have about estate planning processes
  •  Why is open communication with family about financial matters essential
  •  What is necessary to create a personalized estate plan tailored to a client’s unique situation
  • And more

Resources: 

Connect With Craig Hersch:

Connect With Sweet Financial Partners:

About Our Guest:

Craig R. Hersch is the go-to National Practice Development Expert for truly entrepreneurial & ambitious estate planning attorneys. He almost single-handedly created the innovative, trademarked processes The Family Estate & Legacy Program® and The Estate Settlement Program®, The Advanced Planning Expander™ and The Transitional Event Sequence™.  These unique processes, designed to provide clients with comfort and clarity when navigating the complex legal, tax, and financial concerns associated with planning and administering an estate, are innovative game-changers that can’t be compared with anything else out there.

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REPLAY: Navigating Uncertainty and Adversity In The Current Age

REPLAY: Navigating Uncertainty and Adversity In The Current Age

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It’s time to hit replay on an episode that covers an increasingly relevant topic in today’s digital age: uncertainty and adversity.

Fear can paralyze us and prevent us from achieving our dreams. That’s why we want to share these practical steps on focusing on what you CAN control, using visualization, and seeking positive influences to stay motivated. 

By tuning in, gain clarity on:

  • Focusing on what you can control and what you can do to reduce fear and anxiety
  • Surrounding yourself with positive influences and limiting exposure to negative media
  • Take small, actionable steps toward your dreams, like researching travel destinations or talking to professionals
  • How visualization can be a powerful tool in staying motivated and excited about your future

Resources: 

Connect With Sweet Financial Partners:

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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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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 Change Your “How’s” Into “Whos” (Ep.12)

How To Change Your “How’s” Into “Whos” (Ep.12)

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When approaching big life decisions, people often look to the logistics of “how” can I achieve this end result rather than “who” can help me get there. 

This mindset shift can transform the way you approach change, widening your scope and allowing you to take a step back and realize that you do not always have to be an expert in everything you do. 

In this episode, Bryan and Brittany focus on how seeking help from experts outside of your position in every aspect of your life can help in ways you never imagined, so that you can get back to doing what you love most. 

Bryan and Brittany discuss:

  • The concept of who rather than how
  • How asking for help can be an empowering step to achieving your goals
  • How you can create the right mindset to achieve your goals without your expectations weighing you down
  • The importance of allocating time to what makes you happy to create your dream lifestyle
  • And more

Resources:

Connect With Sweet Financial Partners:

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Achieving the Life You Deserve (Ep.11)

Achieving the Life You Deserve (Ep.11)

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Sometimes it can feel like you are one of the biggest obstacles in the way when pursuing your personal goals. So how can you change your thinking and become your biggest supporter?

This episode is all about self-belief and supporting yourself when pursuing personal, financial, or career-related goals.

Bryan and Brittany also share the importance of self-reflection and how it contributes to obtaining personal desires without feeling guilty about acquiring them, even when you have worked extremely hard to achieve them.

Bryan and Brittany discuss:

  • Imposter syndrome–what it is and how to overcome it
  • The power of self-belief and how you should look at your future with two words– You. Deserve.
  • The guilt factor when rewarding yourself for hard work and how the right people will celebrate with you
  • Strategies for moving closer to what you want in life
  • And more

Connect With Sweet Financial Partners:

 

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Creating an Environment You Can’t Wait to Wake Up To, Part Two (Ep.10)

Creating an Environment You Can’t Wait to Wake Up To, Part Two (Ep.10)

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Deciding whether or not someone adds value to your life is not at all meant to be a judgmental process. 

This process is meant to evaluate how these people make you feel and whether or not they support you when making positive decisions to better your life.

In this part-two episode, Bryan and Brittany focus deeply on curating healthy relationships and learning about how they can influence your ability to achieve immense personal growth.

Bryan and Brittany discuss:

  • The influence of key relationships in your life and how they affect your overall path in life
  • Dealing with guilt when eliminating negative people from your life
  • How to have those tough conversations with the people who negatively influence you
  • How to discover whether or not the people around you are limiting your growth
  • And more

Connect With Sweet Financial Partners:

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Creating an Environment You Can’t Wait to Wake Up To (Ep.9)

Creating an Environment You Can’t Wait to Wake Up To (Ep.9)

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A key influencer in achieving financial success is surrounding yourself with people who will promote and inspire you throughout your journey.

In this episode, Bryan Sweet and Brittany Anderson discuss the process of deciphering between the people who motivate you to continuously pursue your goals and those who tend to drain that motivation out of you. 

Bryan and Brittany discuss:

  • The importance of surrounding yourself with people who have good intentions in their relationship with you
  • The importance of protecting your peace of mind and navigating your personal relationships
  • The experience of being surrounded by people who make you feel energized or like you could “walk on the moon”, and how these people add value to accomplishing your goals
  • The process of contributing financially to something and how that adds value to your own financial success
  • And more

Connect With Sweet Financial Partners:

 

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Overcoming Discouraging Environments (Ep.8)

Overcoming Discouraging Environments (Ep.8)

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Sometimes there isn’t a lot you can do about the negativity surrounding you, however, there are some things you can do to limit the effects of it.

In this episode, Bryan Sweet, CLU®, ChFC® and Brittany Anderson share their personal experiences with discouraging environments and dealing with negative commentary from others. Whether you’re dealing with negative environments at home or in the workplace, it can take a massive toll on your ability to maintain perseverance. 

Bryan and Brittany discuss: 

  • The hardship of learning to overcome negative commentary and why you need to eliminate it from your daily life
  • Allowing yourself to become conscious about being in a negative environment and recognizing the characteristics one
  • The importance of creating and maintaining healthy support systems
  • The long-term impacts of negativity on your personal aspirations and goals
  • And more!

Resources: 

Connect With Sweet Financial Partners:

 

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Stop Letting Others Should on You (Ep.7)

Stop Letting Others Should on You (Ep.7)

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Don’t let someone else’s limiting belief in themselves hinder you from pursuing what you want and what you deem as valuable to you. 

If you are hungry for a bigger future, go for it!

In this inspirational episode, Bryan Sweet, CLU®, ChFC® and Brittany Anderson explain why you want to spend your time with individuals who give you the courage, opportunity and reinforcement to take the best pathway for yourself. Also, why you should determine your own core values and chase after them during your lifetime.

Bryan and Brittany discuss:

  • How naysayers can affect your future
  • Three principles to consider when making a life decision
  • Why it is helpful to have a non-biased accountability partner in your life
  • And more!

Resources:

Connect with Sweet Financial:

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