Tag: Retirement

FEATURE
Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)

Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)

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It takes relentless determination to build a successful investment management firm from the ground up, defying all odds and turning adversity into triumph.

David Perkins, CEO and co-founder of Gondola Partners, is a testament to the power of grit, vision, and unapologetic determination in the world of investment management.

Through heartfelt storytelling, David emphasizes the significance of his four principles of success: clear vision, system creation, discipline, and passion. This insightful conversation reveals how these principles drove him to build an impressive career in alternative investment solutions, making it a must-listen for anyone intrigued by the fusion of inspiration and financial expertise.

Key conversations include:

  • David’s incredible journey from financial hardship to success in investment management
  • His four pillars of success
  • The importance of caring for others, both personally and professionally, as a core leadership trait
  • Innovative alternative investment opportunities, such as tax lien funds, and their impact on diversified portfolios
  • And more!

Resources:

Connect With Sweet Financial Partners:

Connect With David Perkins:

About Our Guest:

David Perkins has more than three decades of investment management experience and a notable history of building, operating, and leading innovation-based firms.

As the founder of Gondola, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo by unlocking unique alternative investments for a select group of Advisors.

David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion in Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.

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Maximizing Your Retirement Through Estate Planning with Craig Hersch (Ep.67)

Maximizing Your Retirement Through Estate Planning with Craig Hersch (Ep.67)

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Think estate planning is just about what happens after you’re gone? Think again! It’s a vital life plan to help you shield wealth, minimize taxes, and set your family up for success. 

Today on The Dream Architect Life Podcast, Bryan Sweet interviews Craig Hersch, a seasoned estate planning attorney and strategic coach. They discuss the upcoming changes in estate tax laws, particularly the sunset provisions set to take effect in 2026. Craig shares insights on advanced estate planning strategies, the importance of timing, and how to identify qualified estate planning attorneys.

Craig discusses: 

  •  How important is timing when implementing estate planning strategies
  •  What are some common misconceptions clients have about estate planning processes
  •  Why is open communication with family about financial matters essential
  •  What is necessary to create a personalized estate plan tailored to a client’s unique situation
  • And more

Resources: 

Connect With Craig Hersch:

Connect With Sweet Financial Partners:

About Our Guest:

Craig R. Hersch is the go-to National Practice Development Expert for truly entrepreneurial & ambitious estate planning attorneys. He almost single-handedly created the innovative, trademarked processes The Family Estate & Legacy Program® and The Estate Settlement Program®, The Advanced Planning Expander™ and The Transitional Event Sequence™.  These unique processes, designed to provide clients with comfort and clarity when navigating the complex legal, tax, and financial concerns associated with planning and administering an estate, are innovative game-changers that can’t be compared with anything else out there.

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

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

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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.

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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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Gaining A High-Performance Edge With Dr. Cindra Kamphoff (Ep.55)

Gaining A High-Performance Edge With Dr. Cindra Kamphoff (Ep.55)

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Whether one is harnessing resilience and confidence in the realms of athletics or the professional sphere, it’s crucial not to overlook the significant influence they wield.

As a mindset coach and accomplished author, Cindra Kamphoff imparts invaluable wisdom on mental conditioning for athletes, emphasizes the importance of present-moment awareness, and introduces practical tools such as the “truth meter” to counter negative thinking patterns. With a notable track record of assisting esteemed sports organizations like the Minnesota Vikings and the American Olympic Track & Field team in conquering self-doubt and dispelling limiting beliefs, Cindra convincingly demonstrates her mastery in cultivating high-performance mindsets.

Join host Brittany Anderson as she chats with Cindra about handling pressure using techniques like “pop the pressure,” and the universal application of these strategies in life transitions and facing skeptics. Sandra also teases her upcoming book on confidence, differentiating the feeling from the skill. 

Top Take-Aways Include:

  • Transitioning from athlete to coach & mastering the high-performance mindset
  • Applying an athletic mindset to personal challenges
  • How to handle pressure like an Olympian
  • Defying the naysayers using the “Watch me” mentality
  • And more

Resources: 

Connect With Cindra Kamphoff:

Connect With Sweet Financial Partners:

About Our Guest:

Cindra Kamphoff, Ph.D., CMPC, PCC, is an award-winning keynote speaker and certified professional coach for leaders, professional athletes, and championship teams. Her clients range from Verizon Wireless, Target, and Walmart to the Minnesota Vikings. She has provided mental training for the Minnesota Vikings for the last four years, working one-on-one with the players. Cindra worked with the United States Olympic Track and Field team in Tokyo working with the athletes one-on-one to help them train their minds.

She is the author of an Amazon bestseller, Beyond Grit: Ten Powerful Practices to Gain the High-Performance Edge, and a recent second book, Beyond Grit for Business: How to Boost Performance, Leadership, and the Bottomline. Her podcast, The High-Performance Mindset podcast, has over 3 million downloads and is ranked in the top 100 podcasts where she interviews thought leaders about mindset. She is a proud Minnesotan and lives in Mankato with her husband and two teenage boys.

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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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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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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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