Tag: Sweet Financial Partners

FEATURE
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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Why High Net Worth Individuals Need Cybersecurity With Scott Augenbaum & Kevin Donahue (Ep.65)

Why High Net Worth Individuals Need Cybersecurity With Scott Augenbaum & Kevin Donahue (Ep.65)

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Your family’s wealth and personal information could be more vulnerable to cyber criminals than you think. Are your family and finances truly safe from these evolving threats?

This episode provides essential insights into how you can safeguard against these invisible threats that could jeopardize your financial security. 

This episode features Scott Augenbaum, a former FBI expert in cybercrime, and Kevin Donahue, a specialist in cybersecurity for high-net-worth individuals. They share real-life stories, actionable insights, and essential strategies for safeguarding your wealth and personal info from cyber threats. Whether it’s phishing scams, password security, or even social engineering, this episode equips you to take control of your cybersecurity.

Key episode discussions include:

  • The different types of cyber threats including email phishing, smishing, and QR code phishing
  • Why using unique passwords and two-factor authentication can be your first line of defense
  • Real-life stories of huge financial losses due to cyber scams, and how they could have been prevented
  • Proactive steps to safeguard your family and information, from monitoring the dark web to implementing a family code word

Resources: 

Connect With Scott Augenbaum & Kevin Donahue:

Connect With Sweet Financial Partners:

About Our Guests:

Scott Augenbaum

With over 30 years of FBI experience in cybercrime investigations and author of “The Secret to Cybersecurity,” Scott brings unparalleled insights and practical strategies to prevent cyber threats. Scott is the foremost expert in educating businesses, high-net-worth individuals, and families on the current threat environment.  Scott focuses on how to prevent a cyber threat because after investigating over 1,000 cyber crimes, he knows all too well that recovering stolen money and data is almost impossible.   In addition to his experience with the FBI, Scott is called on by Fox News, USA Today, News Max, and many other major media outlets as their resident cybersecurity expert.

Kevin Donahue

Kevin has 25 years of experience working in enterprise technology solutions, cybersecurity, and with high-net-worth individuals as an executive and entrepreneur.  Kevin’s clients have included the White House, National Security Counsel, CIA, US Secret Service, World Bank, US Department of Homeland Security, and many more high-profile organizations and has worked on some of the highest-profile investigations in the past 20 years.   Kevin is the founder of Stealth Executive/ Stealth Family and together with his partner Scott Augenbaum is on a mission to help protect 1,000,000 families from being victims of cyber criminals. 

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Revolutionizing Healthcare: A Look at Highly Customized Solutions with Marc Isaacson (Ep.60)

Revolutionizing Healthcare: A Look at Highly Customized Solutions with Marc Isaacson (Ep.60)

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Marc Isaacson’s daughter Tess was only 8 years old when she began having seizures. When traditional treatments fell short, Marc embarked on an extensive search, exploring personalized testing and nutrient therapy with the help of skilled medical professionals. 

Since 2002, under Marc’s leadership, Village Green has grown to offer an expansive suite of personalized health offerings, including high-quality nutritional supplements and tailored lab testing.

Listen as Bryan Sweet interviews Marc about proactive healthcare and wellness solutions. Their conversation focuses on addressing health issues looking at their root causes rather than merely managing symptoms.

Key discussion points include: 

  • Village Green Apothecary’s specialty in customized precision nutrient formulations
  • The concept of EpiBioGenetics™, emphasizes the importance of epigenetics, biochemistry, and genetics in understanding individual health needs
  • Why brain and gut health is highly interconnected
  • Marc’s dream to make personalized healthcare more accessible and integrated into primary care
  • And more

Resources:

Connect with Marc Isaacson:

Connect with Sweet Financial Partners:

About Our Guest:

Marc has led successful entrepreneurial ventures for over 25 years, highlighted by his acquisition and expansion of Village Green Apothecary, an industry-leading integrative and custom compounding pharmacy in Bethesda, MD. Since 2002, under Marc’s leadership, Village Green has grown to offer an expansive suite of personalized health offerings, including a vast selection of high-quality nutritional supplements, tailored lab testing with a focus on customized precision nutrient formulations, and nutritional consultations. Marc’s passion for functional nutrition and wellness, coupled with Village Green’s focus on personalized health, has led to the launch of Humanized Health, an educational resource aimed at helping people get to the root causes of their health conditions.

Earlier in his career, Marc founded Glacier Ridge, an all-natural beverage company that was ahead of its time in recognizing the trends toward natural and organic products. After successfully growing and selling the venture, he spearheaded the U.S. expansion of Melitta Coffee. Marc earned a BS in Business Management from Ithaca College and completed a three-year Executive Education Program at MIT. He has been an active member of the Entrepreneurs Organization for 30 years.

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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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Transforming Learning Through Video Storytelling with Dr. Dorine Rivers (Ep.57)

Transforming Learning Through Video Storytelling with Dr. Dorine Rivers (Ep.57)

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Regardless of the chapter of life you’re in or how much success you’ve had up to this point, this story is a great example of what commitment, dedication, and grit can bring to your future.

Brittany Anderson introduces Dr. Dorine Rivers, founder and CEO of Savantz AI. Dr. Rivers shares her journey in launching Savantz AI, a platform that converts text into engaging videos for businesses, educators, and learners. She emphasizes the importance of focusing on one’s passion and zone of genius, learning from mistakes, and staying resilient in the face of setbacks.

Dr. Rivers discusses how Savantz AI can help businesses create impactful video content to convey their messages effectively. Dr. Rivers highlights the platform’s potential for cross-generational communication, enabling users to create engaging content that resonates with diverse viewers.

Key discussion points include: 

  • Her story of accidentally creating Savantz AI while seeking solutions in video production
  • How Savantz AI can efficiently create engaging video content to effectively reach audiences across different platforms
  • The value of storytelling and creative visuals to enhance understanding and retention of information
  • How she is ensuring that the content generated is making a significant impact in promoting effective learning and communication strategies
  • And more

Resources: 

Connect with Dr. Dorine Rivers PhD PMP:

Connect with Sweet Financial Partners:

About Our Guest:

Dr. Rivers has a Ph.D. in Business Management and Human & Organizational Systems, a Project Management Professional Certification, and Investment Banking licenses. 

She has three decades of expertise in launching and managing businesses, educational leadership, and video production, and is an award-winning published author. As a serial entrepreneur, her expertise is in creative vision and execution, strategic planning, and identifying growth opportunities that will transform how we generate visual materials and bring content to life. 

Her passion for creating Savantz came from a desire to convert her own work into videos. She soon realized that the system she was building could benefit millions of businesses, educators, and learners. 

If you ask her about the inherent challenges, she will say that building a business is just like climbing a mountain. You get up every day and put one foot in front of the other, and nothing stops you until you reach the summit.

Sweet Financial Partners, LLC and Dorine Rivers maintain separate and independent operations without any affiliations.  Sweet Financial Partners, LLC does not receive any form of compensation from Dorine Rivers.  While AI concepts and technologies may be discussed, it should be noted that Sweet Financial Partners, LLC does not utilize AI in its operations, and this podcast does not imply or constitute the use of AI by the company.  Any references to AI are purely for educational and informational purposes only.  Sweet Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sweet Financial Partners, LLC and its representatives are properly licensed or exempt from licensure.

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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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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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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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A Changed Mind Designed To Thrive With David Bayer (Ep. 37)

A Changed Mind Designed To Thrive With David Bayer (Ep. 37)

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Most of us are working against an incumbent nervous system that was designed for survival not to thrive. 

In this episode, Brittany Anderson talks with David Bayer, a leading expert on human evolution, mindset and business strategy. He will teach you how to rewire the way your nervous system was designed to experience uncertainty and how you will be transformed by the renewing of your mind.

David discusses: 

  • His story of where it all started and what got him to this point 
  • Why mindset is 99% of your ability to thrive during times of uncertainty
  • Why every single person has an opportunity to make a golden window opportunity
  • Developing a practice of stillness and why there’s nothing more powerful
  • Actions you can take to come out of that feeling of discouragement
  • And more

Resources: 

Connect With David Bayer:

Connect With Sweet Financial Partners:

About Our Guest:

David Bayer is an author, speaker, seminar leader and leading expert on human evolution, mindset and business strategy. David Bayer Businesses is the #1 fastest growing business and personal development coaching company in America (#171 Inc. 500.)

David was recently featured in Success Magazine as “a leading expert on the next evolution of mindset”. His book Mind Hack has been downloaded over 200,000 times and his recent interview on Impact Theory was rated a ‘Top 5 Interview’ and has been viewed over a million times.

The Powerful Living Experience Live, David’s annual event was named “A Top 3 Must Attend Personal Development Event For Entrepreneurs” and has impacted the lives of thousands of mission-driven entrepreneurs. David helps individuals and organizations tap into higher levels of human performance, potential and achievement.

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Get Visibly Fit™ In Mind, Body and Spirit With Wendie Pett (Ep.36)

Get Visibly Fit™ In Mind, Body and Spirit With Wendie Pett (Ep.36)

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Planning for retirement consists of so much more than setting and investing the right amount of money. People often forget how important it is to invest in their health so they can enjoy their wealth.

How are you investing in your health to enjoy your retirement?

In this episode, Brittany Anderson talks with Wendie Pett, a professional trainer and coach. Wendie discusses her journey of becoming a health and wellness coach so many people can enjoy their retirement years and create valuable memories.

Wendie discusses: 

  • The path that led her to become a passionate health & wellness trainer and coach
  • How you can implement physical and fiscal healthy habits into your lifestyle
  • How to not just invest your money for retirement but invest in yourself
  • How to start realistically pursuing your fitness goals 
  • And more

Resources:

Connect With Wendie Pett:

Connect With Sweet Financial Partners:

About Our Guest:

For over two decades, Wendie Pett has been motivating people to make fitness and good nutrition part of their daily routine. She teaches the balance of mind, body and spirit through her Visibly Fit™ wellness program. Wendie has a nationally syndicated television program that airs each week on the NRB Network, LIFTABLEtv, WLCN, Faith Unveiled Network and IBN Television. It has aired for over 9 years. Her television show also appears weekly on the Life Network For Women app. For over 8 years, she’s been known as ‘Coach Wendie’ on KTIS radio in the Twin Cities with her featured healthy tips segments. Wendie is also a featured columnist in VEGWORLD Magazine, The Christian View, Best Ever You, Refreshed, Vegan Lifestyle, and Diet.com. Wendie has two podcasts, Visibly Fit (won Best Lifestyle Podcast 2021 by Spark Media) and Your Biggest Breakthrough with her husband, Todd. Wendie is a full-time business owner, a naturopathic doctor, wife, mother, author, speaker, TV host, advisory board member for Christian Women in Media and part-time volunteer. Her business consists of whole-food/plant-based wellness coaching, emotional healing, personal online training, fitness planning, educational and motivational speaking, and creating new products/tools to assist clients along their wellness journey. After a major injury to her shoulder, she resorted to body weight resistance exercises for strength and healing and hasn’t turned back to any other form of training since. She has helped countless others reach their fitness goals without ever compromising their joints, tendons, or ligaments – teaching that Your Body Is Your Gym™ and instilling new diet habits that have shown to reverse multiple diseases and allow people to get off medications. To learn more go to www.wendiepett.com.

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