Tag: Financial Advisor

FEATURE
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)

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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 Coaching. Joe discusses his RESOLVE framework, which helps individuals transitioning into retirement or selling their businesses to identify their next steps and overcome limiting beliefs. 

Joe emphasizes the importance of understanding one’s core beliefs and shares his personal journey from being a financial advisor to becoming a legacy coach.

Joe discusses: 

  • His RESOLVE framework: A path to building your personal legacy
  • Dealing with naysayers and how to overcome their negative influence when building your legacy
  • Insight into how you can transition to new stages of your life with purpose
  • How to overcome the IILs – Inevitable Imagined Limitations
  • And more

Resources:

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About Our Guest:

Joe Lander’s approach involves helping professionals and executives piece together the fragments of their past in a unique way that illuminates the path their life has prepared them for. By excavating their deeply-held core beliefs, they can harness the power to envision and manifest the remarkable contributions they’re meant to create, live, and leave as their personal legacy.

With his exclusive R.E.S.O.L.V.E roadmap, a proven framework tailored to your individual journey, you will gain the essential tools and strategic steps needed to embrace your purpose, overcome obstacles, and bring your vision to life. Together, you will explore the hidden transformative potential within you, empowering you to make a lasting impact on the world.

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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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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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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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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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