Tag: Podcast

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Rewiring Your Brain for Post-Retirement Happiness With Brian Grasso (Ep.62)

Rewiring Your Brain for Post-Retirement Happiness With Brian Grasso (Ep.62)

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Understanding the real mechanics behind mindset and how to control it instead of letting it control you can lead to meaningful, lasting change.

Come along as Brittany Anderson is joined by elite performance coach, Brian Grasso. Together they delve into how understanding the mechanics of mindset—beyond just positive thinking—can redefine your approach to life’s transitions like retirement or selling a business. 

Learn practical tools for creating a new self-identity, overcoming imposter syndrome, and sustaining your breakthrough moments.

Top takeaways include:

  • How Mindset is more than just positive thinking; it’s about understanding brain science
  • Why creating a new avatar for yourself can help your brain adapt to new life phases
  • Imposter Syndrome and ways to manage it effectively
  • How to master sustainable mindset habits 
  • And more

Connect With Brian Grasso:

Connect With Sweet Financial Partners:

About Our Guest:

An 18-year veteran of the sports training industry, Brian worked as a High-Performance Coach for the National Team and professional and Olympic athletes worldwide. He founded the largest youth development educational organizations in the industry, serving as its CEO for nearly 8 years, and co-created one of the fastest-growing sport and fitness franchises in the United States along with it. 

He has guest lectured and keynoted at governmental and private associations around the world, including Australia, New Zealand, Ireland, Italy, Sweden, the Czech Republic, and throughout North America. Brian authored “The Audacity of Success”, co-authored the bestseller “Total Body Transformation”, wrote and co-produced the landmark short film “Life by Numbers” and has written for magazines around the globe, including Men’s Fitness, Inked, and Bulace. 

His most recent book is called “Mindset Matters Most” and was listed as #1 on the “Personal Development” section at Amazon for a period of 7 weeks after its release. Together with his wife, Carrie Campbell, Brian co-hosted the award-winning livestream, “Brian & Carrie – In the Morning” as well as “Eliminate Your Limits – with Brian & Carrie” which airs in syndication on SiriusXM. 

He currently serves as the Chief Culture Officer for Metaplexus, as well as the Faculty Director for its subsidiary, Virtu Academy. Brian holds a religiously accredited PhD in Pastoral Counseling and currently works as a Business & High-Performance Consultant for several well-known brands in the health and wellness space, working directly with C-Suite Executives. On a personal level, Brian is a competitive powerlifter and holds 2 Arizona State Records in both Squat and Bench Press. For a span of 12 years, he worked as a bodyguard for several A-List celebrities.

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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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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)

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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.

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

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

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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:

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Finding Health and Fulfillment in an Overwhelming World with Christopher Turner (Ep.52)

Finding Health and Fulfillment in an Overwhelming World with Christopher Turner (Ep.52)

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Good health enables you to accumulate more wealth and enjoy the wealth you’ve already built, leaning into your purpose and experiencing new things in life.

In other words — with good health, you can continue to dream big!

Join Brittany Anderson and guest Christopher Turner, founder of EMERGICON and EMERGIFIRE, for a meaningful discussion about living your best, healthiest, and fullest life by prioritizing your health and well-being. They also highlight a profound mindset shift that stops people from “getting in their own way.”

Christopher discusses: 

  • How to manage life’s stressors when everything seems chaotic and overwhelming
  • The power of gratitude and continuous improvement
  • Making conscious choices to balance health and wealth for a purposeful life
  • Redefining retirement as a journey towards joy and fulfillment, not just an end to work
  • Advice for people who don’t have anyone to share their interests with
  • And more

Connect with Christopher Turner:

Connect with Sweet Financial Partners:

About Our Guest:

Christopher founded EMERGICON in 2006 to fill a need in the ambulance medical billing services industry by providing a better solution for processing ambulance claims in Texas. Since then, they have grown into Texas’ largest ambulance billing provider and experienced year-over-year revenue growth, including being named to the 2019 Inc. 5000 list for fastest-growing privately held companies. In 2019, Christopher launched EMERGIFIRE to provide a related service and experience for fire departments in Texas. They achieved these results with caring and well-trained team members, formal processes that focus on continuous improvement, rigorous attention to detail, and deep industry knowledge.

Christopher is a staunch advocate and supporter of a company having core values and behaviors that drive a team’s actions daily. At EMERGICON, they believe in achieving the best outcome and being of service with collaboration, responsiveness, and a positive attitude. Beyond culture, Christopher is a proponent of continuous improvement and lifelong learning for our business, team, clients, and industry.

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From Critical Care to CEO: Lisa Brooking’s Path to Personalized Healthcare (Ep.51)

From Critical Care to CEO: Lisa Brooking’s Path to Personalized Healthcare (Ep.51)

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Movement is medicine, and it takes various forms for each individual. Lisa Brooking is here to share the value of personalized healthcare before and during your retirement!

In this episode, Brittany Anderson invites Lisa Brooking, CEO of Health Code Medical on the show to discuss the link between health and wealth, the importance of personalization in healthcare, and value alignment. 

Lisa shares her journey from critical care nurse to CEO, emphasizing the importance of prioritizing health as an asset class. She discusses the role of functional medicine in preventing chronic diseases, the importance of movement as medicine, and the approach Health Code Medical takes in providing personalized care. 

Lisa discusses: 

  • Her professional insight on the value between health & wealth
  • The need for personalization in the healthcare system
  • Her recommendations when implementing preventative care in your lifestyle 
  • “Movement in medicine” and how that looks different for everyone
  • How she helps individuals start from scratch in their healthy lifestyle journey
  • And more

Connect with Lisa Brooking:

Connect with Sweet Financial Partners:

About Our Guest:

Lisa Brooking is a dynamic and engaging healthcare leader with a proven track record in both the private and public sectors, spanning across tertiary acute, primary, and specialty care. Lisa holds a deep understanding of the healthcare sector rooted in a progressive career starting as a critical care nurse. She is passionate about the provision of high-quality person-centred care and keeping our promise to patients. Through stakeholder engagement and tactful negotiation, Lisa crosses the finish lines. An independent thinker and transformational leader, Lisa leans into complex problems offering innovative solutions while staying attuned to ROI & potential risks.

A recipient of the Young Women of the Year award by the Business Women’s Association, Lisa provides purpose-driven leadership and reliable stewardship with a ‘boots on the ground’ approach. As an accomplished athlete and public speaker, Lisa enjoys opportunities to inspire and engage an audience of healthcare professionals, students, and athletes of all ages.

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

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

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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. 

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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)

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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:

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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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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:

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.

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