Tag: Legacy Planning

You Don’t Get Old Until You Run Out of Future with John Moshides (Ep. 88)

You Don’t Get Old Until You Run Out of Future with John Moshides (Ep. 88)

What if your biggest legacy isn’t what you leave behind, but how you live right now?

In this heartfelt episode, Bryan Sweet is joined by his longtime friend and fellow financial advisor John Moshides to explore the meaning behind “Dreams Are Possible Day,” a holiday Bryan created to reignite purpose and possibility at any age. 

From humble beginnings in Niagara Falls to mentoring rising advisors and raising a family legacy, John shares stories that illuminate how real dreams are built through courage, conviction, and continuous learning.

What to expect from this release:

  • Why fear is often just the cost of stepping into your next chapter
  • How to live your values, not just talk about them
  • A morning routine that’s helped John grow every day for 6 years
  • What “living your legacy” really means
  • And more!

Resources: 

Connect With Sweet Financial Partners:

Connect With John Moshides:

About Our Guest:

John C. Moshides, CLU, ChFC, CLTC, AEP, is President of Moshides Financial Group and creator of The Financial Freedom Solution Process as well as the Business of Wealth Planning Process. He is an advisor for primarily business owners and professionals who, among other things, aspire to a work-optional lifestyle.

A native of Niagara Falls, NY, John earned a bachelor’s degree in management from The State University of NY at Buffalo in 1980. He started his financial services career in 1981 and founded Moshides Financial Group, offering a full spectrum of financial planning services in 1987. He earned his Chartered Life Underwriter designation in 1991 and became certified in Long Term Care planning in 2005. In 2010, John earned his Chartered Financial Consultant designation, as well as completing the requirements for designation as an Accredited Estate Planner.

John was President of the Estate Analysts of Western New York in 2017-2018. He is also a past President of the Buffalo Chapter of the Society of Financial Service Professionals and is one of only a few recipients of the Distinguished Service Award from the Society. John also served as President of the National Association of Insurance and Financial Advisors – Buffalo Chapter. He is a qualifying and life member of the Million Dollar Round Table with many Top of the Table and Court of the Table qualifications. 

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.

JR Lay on Reinvention, Alignment, and Leaving a Legacy (Ep. 86)

JR Lay on Reinvention, Alignment, and Leaving a Legacy (Ep. 86)

He started a business at 19 to impress a girl. That girl became his wife, and the business became the foundation for a powerful entrepreneurial journey spanning over two decades.

In this release, Bryan Sweet sits down with JR Lay, bestselling author, global keynote speaker, and founder of Level Up Business. From early success and personal setbacks to family alignment and faith-fueled decisions, JR shares how he’s transforming hard-earned wisdom into his next big leap.

You’ll hear:

  • Why success without alignment creates internal conflict
  • How fear of judgment and fear of success keep entrepreneurs stuck
  • The five “fires of fear” and how to move through them
  • How video content can become a long-lasting legacy asset
  • And more!

Connect With Sweet Financial Partners:

Connect With James Robert (JR) Lay:

About Our Guest:

James Robert Lay is one of the world’s leading digital marketing authors, speakers, and advisors for financial brands. As a digital anthropologist based in Houston, TX, James Robert is the author of the bestselling book, Banking on Digital Growth. He is also the founder and CEO of the Digital Growth Institute, where he has guided more than 520 financial brands on a mission to simplify digital marketing and sales strategies that empower banks and credit unions to generate 10X more loans and deposits.

James Robert has been named one of the Financial Brand‘s “Top Global Financial Services Influencers to Follow,” a CUNA “Credit Union Rock Star,” and a CU Times “Under 40 Trailblazer.” His insights have been featured in leading media outlets including Entrepreneur.com, US News and World Report, Quartz, The Financial Brand, American Banker, CU Times, and CU Journal, among many others, and he frequently shares his research and insights at industry events and universities throughout the United States. 

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.

Doc Sangani’s Unconventional Blueprint for Fulfillment (Ep. 85)

Doc Sangani’s Unconventional Blueprint for Fulfillment (Ep. 85)

In this episode of The Dream Architect Life, Bryan Sweet welcomes Dr. Bharat “Doc” Sangani, a cardiologist who came to the U.S. from Mumbai with just $10.45 and went on to build a $2 billion private equity firm. From medicine to franchising to real estate, Doc shares how belief, effort, and a few exceptional decisions shaped his journey.

He emphasizes the importance of learning from mistakes, overcoming fear with preparation, and the power of seeking out mentors. Doc’s advice is practical: live below your means, plan for the worst, and stay committed to what you believe in.

The conversation also explores his deeper philosophy—seeing life as a gift and removing yourself from the center of it to gain clarity and peace. With humor and humility, Doc delivers insights on success, simplicity, and staying true to your values.

Expect insights on:

  • How fear can fuel vision, not paralyze it
  • Why belief and effort matter more than perfection
  • Doc’s framework for quantifying happiness
  • The power of mentorship, humility, and surrender
  • And more!

Resources:

Connect With Sweet Financial Partners:

Connect With Dr. Bharat Sangani:

About Our Guest:

Bharat Sangani, MD, Encore’s Chairman and CEO, co-founded the firm in 1999 as a vehicle for investors to share in the success of his real estate deals. “Doc,” as he is known by both clients and co-workers, made his first investment in real estate in 1991. He quickly learned he had a natural instinct for commercial real estate investing and began growing his portfolio. Over the 30 years that followed, Doc has established a successful private commercial real estate investment and development firm with a proven track record across multiple sectors throughout the United States. 

Admired for his relentless work ethic, Doc, along with a team of experienced, results-driven, and forward-thinking individuals, leads Encore on the principles of honesty, integrity, and fairness. Doc sits on the Board of Directors of Encore Enterprises, Inc., and Encore Properties, Ltd. He is an active contributor to the community and is involved in various charities both locally and in India.

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.