Tag: Fulfillment

FEATURE
Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78)

Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78)

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What does it truly mean to dream big? How can you shatter your limiting beliefs to reach new heights in retirement? 

Brittany shares inspiring stories and insights, encouraging you to harness your mindset to conquer what seems impossible. Learn how the bravery of individuals like Christopher Reeve can inspire you to chart a course for your biggest dreams, while practical advice on dealing with life transitions nurtures your personal growth. 

You have the power to decide what your future holds, and it’s time to embrace opportunities that are just beyond your current reach.

This episode’s highlights include:

  • The significance of dreaming beyond current capabilities [00:03:00]
  • Building self-confidence to fuel your big dreams [00:04:00]
  • Why major life transitions can become turning points [00:09:00]
  • The role of mentors and supportive networks [00:16:00]
  • Steps to align your financial plans with your dreams [00:13:00]
  • And more!

Resources:

Connect With Sweet Financial Partners:

  • 1 (507) 235-5587
  • meetingwithsweet.com
  • meetingwithamber.com
  • Sweet Financial
  • LinkedIn: Bryan Sweet
  • LinkedIn: Brittany Anderson
  • Facebook: Sweet Financial Partners
  • 📖 Get our book, “Dream Architecture” here

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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FEATURE
How To Create A Fulfilling Retirement: Time Management With Jacob Hartke (Ep.53)

How To Create A Fulfilling Retirement: Time Management With Jacob Hartke (Ep.53)

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True fulfillment comes from creating meaningful experiences and positively impacting those around us, either in your career or your retirement.

Recently, Brittany Anderson, Partner at Sweet Financial sat down with Jacob Hartke, CRPC® to discuss the value of time management.

Jacob shares how his transition from an intern to a client-facing role has helped build upon his passion for building deep, meaningful relationships with clients. Listen as he and Brittany explore how dreaming big varies for each individual and the importance of focusing on one’s purpose rather than getting bogged down by the “how.” 

Discussion points include:

  • Jacob’s journey from aspiring lawyer to financial advisor–how defining his skills allowed him to find his perfect role
  • The value of embracing life’s changes when pursuing your aspirations
  • The role of time management in the advising industry and the transition into retirement
  • The evolution of “dreaming big” & why you need to define it at every stage of life
  • And more

Resources: 

Connect With Jacob Hartke:

Connect With Sweet Financial Partners:

About Our Guest:

As a master of time management and a drive for excellence that is reflected in all he does, Jacob has been a wonderful addition to the Wealth Services department here at Sweet Financial. Having joined our team in 2015, Jacob has developed a skillset in helping our clients build and execute a financial plan that supports their biggest dreams. You will find him working diligently behind the scenes, completing more tasks than what should be normal for any human, just to ensure our clients get a plan that is accurate and timely.

 Jacob finds joy in helping each of our clients with their distinct retirement plans and inevitably helping them create the retirement they can’t wait to wake up to. He thrives on living out the vision for the company, which is to create relationships with clients that goes beyond just the finances. But rather helps people think more about how they want to spend their retirement.

 Jacob graduated from Gustavus Adolphus College in 2015 with a degree in Financial Economics and a minor in Political Science. He is a Chartered Retirement Planning Counselor™ (CRPC®) which provides him with special training in all aspects of retirement planning, including a comprehensive assessment of an individual’s financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more. He lives in Fairmont with his wife Sierra, daughters Haevyn and Henlee, and their dog Cammie. When Jacob isn’t at work, he enjoys spending time out on the lakes or taking walks with his girls.

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