Tag: Retirement Plan

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

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

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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.

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Thriving as a Business Owner in the Age of AI (Ep. 44)

Thriving as a Business Owner in the Age of AI (Ep. 44)

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Today, we are providing resources and guidance to business owners to help them avoid burnout, realize the opportunities AI is providing and rethink their retirement.

In this episode, Bryan Sweet and Brittany Anderson discuss the challenges and opportunities faced by business owners. They highlight the struggles of limited employee markets, hiring difficulties, succession planning, and the identity shift that comes with exiting a business. 

The conversation also explores the shift in retirement mindset, the advancements in technology, particularly in AI, and the importance of proper exit planning. They encourage business owners to stay ahead of technological trends and leverage AI to their advantage. 

Bryan & Brittany discuss: 

  • The struggles and triumphs of business ownership: How to curb common pain points as a business owner in the modern day
  • Embracing technological advancements and taking advantage of the opportunities AI provides
  • The role of intentionality when avoiding business owner burnout
  • Some modern takes on retirement planning and business exit planning
  • And more

Resources: 

Connect With Sweet Financial Partners:

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Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 41)

Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 41)

By |

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 dreaming big means to her and how this mentality applies 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 on guiding women through transitions such as 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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Tackling Uncertainty in Financial Decisions (Ep. 5)

Tackling Uncertainty in Financial Decisions (Ep. 5)

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Sometimes our biggest stress comes from indecision, big and small. By making a really hard decision now you can move forward in your life in a different way.

In this episode, Bryan and Brittany discuss the topic of indecisiveness and the importance of taking responsibility when making financial decisions. They also share how the commonality of fear can impact your life.

Bryan and Brittany discuss:

  • Deciding what you want in life
  • The consequences of the phrase ‘I don’t care’
  • Indecision with finances happening in households
  • Easing the fears of big financial decisions
  • And more!

Resources:

Connect with Sweet Financial:

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The Toolkit for Visionaries (Ep.4)

The Toolkit for Visionaries (Ep.4)

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Do you know how to get on the right path to achieve your goals? Achieving those goals is extremely hard if you cannot lay them out to the people who can and want to help you.

In this episode, Bryan Sweet and Brittany Anderson pivot into conversation about vision and deciding on what you want your money to do for you. Bryan and Brittany share the important tools and resources to help you create your own vision!

Bryan and Brittany discuss:

  • Why you may want to consider creating a vision board for your goals
  • Sweet Financial’s role in client success
  • The role of an accountability partner in achieving your goals
  • Longevity issues within retirement and retirement planning
  • And more!

Resources:

Connect with Sweet Financial:

 

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Envisioning Possibility for Your Future (Ep.3)

Envisioning Possibility for Your Future (Ep.3)

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Possibility comes to those who create it. 

What does possibility mean to you? How do you maximize your personal possibilities?

In this episode, Bryan Sweet and Brittany Anderson dive deeper into the concept of possibility and what it means to them. They build off of the idea of life happening for you rather than happening to you. While also sharing some personal stories about their clients and how they achieved their possibilities.

Bryan and Brittany discuss:

  • Dreaming beyond today to envision your future
  • The big benefit of giving up something today for your benefit down the road
  • Setting the right mindset and timeframe for your plan
  • The vision for the future episodes
  • And more!

Resources:

Connect with Sweet Financial:

 

 

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Creating the Right Environment for Success – Dare to Dream (Ep.2)

Creating the Right Environment for Success – Dare to Dream (Ep.2)

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Do you feel like you have reached your maximum potential financially and as an individual in time for retirement?

It can sometimes feel like no matter how hard you work, you’re still not able to afford the things that bring you joy and make saving worth it in the end.

In this episode, Bryan Sweet and Brittany Anderson deconstruct their definition of the ‘dream’ and what that means in their own terms of success. They also discuss the importance of surrounding yourself with the right environment to reach your goals and maximum potential. 

Bryan and Brittany discuss:

  • The importance of who you surround yourself with to be successful
  • What ‘the dream’ truly means 
  • Why they decided to start their own podcast
  • Their book “Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To”
  • And more!

Resources:

Connect with Sweet Financial:

 

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