Tag: Mindset Coaching

The Power of Community and Collaboration with Brooke Casanovas (Ep.59)

The Power of Community and Collaboration with Brooke Casanovas (Ep.59)

As the founder and CEO of The Last Mastermind, Brooke Casanovas empowers seasoned entrepreneurs to navigate significant transitions in their business and personal lives. She provides them with the clarity they need and connects them to a supportive community, helping them confidently embrace their next big chapter.

Listen as Bryan Sweet interviews Brooke about The Last Mastermind’s role as a pivotal, life-changing platform for those on the verge of new beginnings. Whether you’re transitioning from a successful career into retirement or simply seeking your next passion project, this conversation provides insights into harnessing your experiences toward a fulfilling future.

Key discussion points include: 

  • What causes people to get in their own way and feel stuck
  • What makes any mastermind group highly productive and beneficial (i.e., where the magic happens)
  • Living in alignment with your values while keeping an open mind to new possibilities
  • Why transitions are a great time to self-reflect and think about your wildest dreams
  • Bryan’s personal experience going through The Last Mastermind program
  • And more

Connect with Brooke Casanovas:

Connect with Sweet Financial Partners:

About Our Guest:

Brooke is a long-time gatherer, president of her niece and nephew’s fan club, and has been in the entrepreneurship world for almost a decade. Her favorite thing to do is to strip the human capital out of a room and make magic with it to bless other people’s lives. She especially loves helping seasoned entrepreneurs who are in transition in business and life, find clarity and community to do their next act with. She is the founder and CEO of the Last Mastermind.

REPLAY: Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 58)

REPLAY: Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 58)

Something every financial planner dreams about doing is helping their retirees achieve a far better retirement than they had ever hoped for.

Our guest, Amber Knips has a lot of experience doing just that.

In this episode, Brittany Anderson chats with Amber Knips, wealth advisor at Sweet Financial, about the biggest obstacles modern-day retirees face and what strategies they can use to mitigate these struggles, both financial and mental.

Amber discusses: 

  • Where she sees retirees getting the most ‘stuck’ and what modern-day obstacles they face the most 
  • How she uses “fear mitigation” with retirees when they are afraid of overspending (and the risk of inexperience because of this fear)
  • What does dreaming big mean to her and how does this mentality apply to retirees like you
  • How to apply the 50/50 retirement approach – the misconception that retirement is either full-time traveling or full-time doing nothing at home
  • And more

Resources: 

Connect With Amber Knips, CFP®:

Connect With Sweet Financial Partners:

About Amber Knips:

Amber helps people see possibility through life’s greatest and most challenging transitions.  She is someone who has total passion and conviction for what she does. Using her empathetic and sincere approach, she has made it her mission to build deepened relationships with her clients all while helping them cultivate a financial plan that helps them focus on what they most enjoy. After joining the team at Sweet Financial Partners in 2012, Amber has gained extensive experience and training in guiding women through transitions such as the loss of a loved one, divorce, career change, retirement, and much more. You only experience these life transitions a few times during your lifetime, but she helps people through them every day.

REPLAY: How To Better Discover Your Value (Ep.56)

REPLAY: How To Better Discover Your Value (Ep.56)

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:

Mindset Makeover With Dr. Kevin Kremer (Ep.54)

Mindset Makeover With Dr. Kevin Kremer (Ep.54)

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.

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)

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.

Fostering Recovery From Addiction Using Music With Andrew Sossin (Ep.50)

Fostering Recovery From Addiction Using Music With Andrew Sossin (Ep.50)

You probably know somebody or have somebody in your life who you’ve watched suffer and struggle with addiction. It’s so prevalent in our society today and our guest Andrew Sossin wants to share how he is combating it.

In this episode, Brittany Anderon invites Andrew Sossin to discuss his journey from various professional fields to founding his own addiction treatment center, Recovery Unplugged. 

The center uses music therapy in conjunction with evidence-based psychiatry and psychology to connect with clients and provide effective treatment. Andrew also discusses the success rate of their program, the importance of fostering a culture of open communication, and the challenges they faced in establishing the center. 

Andrew discusses: 

  • The birth of his organization for addiction treatment “Recovery Unplugged”
  • The influence of music on your thoughts and emotions
  • Some of the risks and struggles he has faced while creating this organization
  • How he has successfully integrated open communication and value alignment within this program
  • And more

Connect with Andrew Sossin:

Connect with Sweet Financial Partners:

About Our Guest:

​​Over the past 20 years, it has been Andrew Sossin’s enduring pleasure to grow as a South Florida business leader and community advocate. His professional focus on financial services and business development has allowed me to establish multiple successful ventures in a wide array of fields, including addiction care, customer service, music management, and insurance.

Andrew’s experience, passion, and advocacy has allowed sitting on the boards of such inspiring organizations as Nova Southeastern University, the Jewish Federation of Broward County, and the Jewish Center for Science.

He’s also had the honor of holding key memberships with the United Way Tocqueville Society and the American Cancer Society and is the proud Co-Founder and Board Treasurer of Face the Music Foundation, a non-profit that mobilizes individuals and communities to combat addiction through music events and partnerships.

In addition to holding a Bachelor of Science in Business Administration from the University of Florida, he is a graduate of the Tony Robbins Mastery University Business Mastery and Leadership Academy programs and a former student of the Jack Canfield Breakthrough to Success program.

In my work with Recovery Unplugged Treatment Centers, I’ve led the consistent, proactive, and responsible expansion of the company, from a singular treatment facility in South Florida to a national addiction treatment organization that now helps thousands of clients per year, from all over the country, find their way to lasting recovery from substance use disorder. 

How Embracing Change Can Lead to Personal Growth and Financial Success with Ty Totzke (Ep.49)

How Embracing Change Can Lead to Personal Growth and Financial Success with Ty Totzke (Ep.49)

Embracing change and stepping into your ‘discomfort zone’ is where true personal expansion lies.

Let’s talk about how one of Sweet Financial’s very own has implemented this theory into both his work and personal life.

In this episode, Brittany Anderson chats with a fellow Sweet Financial colleague, Ty Totzke. Listen as he shares his journey from aspiring engineer to wealth planner and his commitment to helping clients navigate their transition to retirement. 

They discuss the importance of having a strong team and the lessons learned from difficult experiences in the workplace and your personal life. They also touch on the value of open conversations, especially for couples, when planning for their future. 

Ty discusses: 

  • His interesting story of becoming a financial advisor and finding his purpose in life
  • The process of building and curating a strong team
  • His experience of overcoming fear and embracing change both personally and professionally
  • How he and his wife are instilling values in their kids’ minds & how this plays into their legacy plan
  • And more

Resources: 

Connect With Ty Totzke:

Connect with Sweet Financial Partners:

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)

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.

 

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)

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:

Connect With Joe Lander:

Connect With Sweet Financial Partners:

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.

Going from Zero to Seven Figures with Christine McCarron (Ep. 46)

Going from Zero to Seven Figures with Christine McCarron (Ep. 46)

Want to learn how to invest in yourself, surround yourself with the right people, and give back to make an impact?

This week’s guest is the person to talk to.

In this episode, Brittany Anderson welcomes special guest Christine McCarron, who shares her journey from having less than zero to a seven-figure net worth through real estate investing. 

Christine discusses the importance of surrounding oneself with the right people, overcoming self-limiting beliefs, and aligning one’s choices with their purpose. They also explore the power of giving back and creating experiences through financial resources. 

Christine discusses: 

  • Her experience with the common disbelief of “I’m too old”, scarcity mindset, and how she overcame these limiting beliefs
  • How to surround yourself with the right people & how to find out if they’re going to enhance your growth
  • Embracing and finding your purpose as you grow older
  • Her experience of giving back and how she stays true to her commitments  
  • How to hold yourself accountable to YOUR commitments
  • And more

Resources: 

Connect With Christine McCarron:

Connect With Sweet Financial Partners:

About Our Guest:

Christine McCarron went from less than $0 to a 7-figure net worth starting at age 50 thanks to real estate investing. Through her coaching, courses, podcasts and books, she loves sharing what she’s learned to help other women exceed their expectations and create a legacy.