Tag: Dream Retirement

FEATURE
Overcome Distractions and Achieve Your Dreams with Mary Morrissey (Ep.63)

Overcome Distractions and Achieve Your Dreams with Mary Morrissey (Ep.63)

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Unlock the keys to transforming your dreams into reality with the insights of our guest, Mary Morrissey, founder of the Brave Thinking Institute, the world’s premier provider of transformational training and coaching.

Join Mary as she is interviewed by Bryan Sweet and Brittany Anderson, where she shares powerful transformational strategies to help you turn your dreams into reality. She discusses the importance of having a clear vision, overcoming distractions, and using practical tools like the “up until now” mindset shift. 

Discover how to build a life that encompasses not only success but also fulfillment and purpose as this episode highlights:

  • Understanding the importance of a clear and actionable vision for your future
  • Practical techniques to recognize and manage distractions that impede your progress
  • Embracing the “up until now” mindset to overcome limiting beliefs and barriers
  • How small daily actions can lead to significant life transformations over time

Resources:

Connect With Mary Morrissey:

Go to Brave Thinking Institute to order your copy of “Brave Thinking” and get 3 bonuses!

✨Bonuses include: The “Designing A Life You Love” guided meditation bundle, “100 Common Hour Thoughts & How To Transform Them” kit and “Winning The Battles Of The Mind” Affirmation Collection)

Connect With Sweet Financial Partners:

About Our Guest:

Mary Morrissey has made it her mission to empower people to create and live a life they love. 

For over 50 years Mary has studied the art and science of transforming dreams into results. 

Mary is the founder of the Brave Thinking Institute, the world’s premier provider of transformational training and coaching. Through life-changing books, events, and programs, Mary has helped millions of people tap into the power within them to achieve new levels of success and experience a deeper sense of meaning and purpose.


Mary holds a Master’s Degree in Counseling Psychology and an honorary Doctorate in Humane Letters. She has addressed the United Nations three times, co-convened three week-long meetings with His Holiness The Dalai Lama, and met with President Nelson Mandela in South Africa.

She has written two best-selling books, No Less Than Greatness and Building Your Field of Dreams, which became a PBS special.
Today, Mary is focused on a bold dream: 1 Billion Dreams Achieved around the world.

That dream begins with you!

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FEATURE
Strategic Branding To Create Your Business’ Competitive Advantage With Julie Guest (Ep.61)

Strategic Branding To Create Your Business’ Competitive Advantage With Julie Guest (Ep.61)

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Do you want to learn how to embrace major life transitions and become bolder and louder in achieving your dreams?

Brittany Anderson welcomes Julie Guest, a top business strategist and bestselling author. Julie shares her incredible journey from being an attorney to starting a premier marketing agency and offers invaluable insights on how to become bolder and louder in achieving your dreams. 

Learn the secrets behind her transformational marketing strategies, and how you can apply them to overcome limiting beliefs and embrace big change. 

Episode discussion points include:

  •  Julie Guest’s journey from attorney to top business strategist
  •  The power of overcoming limiting beliefs and embracing big changes
  •  Strategies for creating impactful marketing that stands out
  •  The importance of surrounding yourself with big thinkers and taking decisive action
  • And more

Resources: 

Connect With Julie Guest:

Connect With Sweet Financial Partners:

About Our Guest:

Julie Guest is one of America’s top business strategists, a former attorney, and a best-selling author. She is the CEO of Bolder&Louder and Premier Physician Marketing, full-service marketing agencies specializing in transformational strategy, expert branding, and building marketing engines to maximize new client and patient acquisition.

Julie has consulted with, reinvented, and repositioned, hundreds of companies and brands – from Fortune 100 companies to aesthetic medical practices and medical device companies.

In 2012, Julie coauthored a best-selling business book with Brian Tracy, and her contribution won the Editor’s Best Choice Award.

In 2014, Julie’s second book was released,  “67 Marketing Secrets to Ethically Attract New Patients, Make More Money and Grow Your Practice,” written for the medical industry. It has been translated into Brazilian Portuguese and ranked as an Amazon best-seller on three continents.

Her recent book, The Client Stampede is available on Amazon and in all leading bookstores in paperback, audio, and Kindle (Blue Sky Publishers, 2021) Julie is regularly featured in a variety of media including Forbes, ABC, CBS, the San Francisco Chronicle, the Miami Herald, the New York Times, USA Today and many others. 

Julie was born in South Africa, raised in New Zealand, and has called America home since 2005. When she’s not working, Julie can usually be found on horseback, behind the lens of a camera or doing a bit of adventure travel with her family. Julie lives just outside of Raleigh, NC, and divides her time between there and New York.

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FEATURE
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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