Tag: Sweet Financial Partners

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Chapter Four: The Power of Surrounding Yourself with Positive Influences (Ep.73)

Chapter Four: The Power of Surrounding Yourself with Positive Influences (Ep.73)

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In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible, Bryan Sweet explores the power of relationships and the company we choose to keep. Discover how the people around you can either uplift you toward your dreams or hold you back with limiting beliefs. Tune in to learn how to foster relationships that align with your values and aspirations for retirement.

The top takeaways from this chapter include: 

  • The influence of the five people you spend the most time with [0:00:55]
  • Recognizing and distancing from negativity while building a positive environment [0:03:20]
  • How small habits can lead to big changes, inspired by B.J. Fogg’s work [0:12:45]
  • The importance of maintaining your values in financial decisions [0:19:10]
  • Balancing personal needs with family expectations [0:24:30]
  • And more

Resources: 

Connect With Sweet Financial Partners:

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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Chapter Three: How to Stay Focused on What You Want (Ep.72)

Chapter Three: How to Stay Focused on What You Want (Ep.72)

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In this chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible we dive into the powerful concept of not letting others “should” on you. Too often, people let friends, family, or colleagues dictate what they should do with their wealth, career, or retirement. Your life is not their life – it’s time to focus in on what you really want.

Dive in to explore: 

  • What it means to “stop letting others should on you” and how it impacts your journey (00:02:50)
  • How to cultivate an abundance mentality and maintain clarity in your goals (00:10:30)
  • Powerful tools and exercises for gaining clarity and confidence in your financial future ( 00:18:45)
  • The role of gratitude and positivity in overcoming negativity bias (00:25:00)
  • And more

Resources: 

Connect With Sweet Financial Partners:

 

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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Chapter Two: What Do You Want For Your Future? (Ep.71)

Chapter Two: What Do You Want For Your Future? (Ep.71)

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Are your indecisions holding you back from living your dream retirement?

Join Bryan Sweet as he delves into Chapter 2 of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible. Listen as he explores how you can overcome decision fatigue and the vital steps needed to determine what you truly want in life.

Let’s unlock the pathway to your ideal future!

  • Understanding decision fatigue and its impact on our lives [00:02:35]
  • The importance of decisively planning your retirement [00:11:45]
  • Strategies to combat self-limiting beliefs and embrace new possibilities [00:22:10]
  • How to test and refine your dreams effectively [00:34:12]
  • The transformational power of maintaining a positive mindset [00:48:05]
  • And more

Resources: 

Connect With Sweet Financial Partners:

 

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

 

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Dream Architecture: Chapter One (Ep.70)

Dream Architecture: Chapter One (Ep.70)

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✨Exclusive for listeners of The Dream Architect Life Podcast! 

Come along as Brittany Anderson introduces the audiobook of Dream Architecture, a guide to building a retirement beyond expectations. This episode features the first chapter exploring the power of possibility in financial and life planning while emphasizing the importance of mindset. Learn how a positive outlook is essential for maximizing financial strategies and unlocking a future filled with purpose and fulfillment. 

In this chapter, you will discover: 

  • The Dream Architect’s trademarked four-step approach (Vision, Blueprint, Build, Maintain) aligns your financial path with your dreams. [05:17]
  • The deeper ‘why’ behind your goals can redefine your path to retirement. [15:50]
  • Embracing a creative mindset and thinking like a kid to unlock untapped potential, including proven strategies for reigniting creativity. [10:48]
  • Inspirational stories like Sean “Three Foot Giant” Stevenson’s, highlighting how mindset shifts can transform life’s challenges into empowering opportunities. [20:02]
  • And more

Resources: 

Connect With Sweet Financial Partners:

 

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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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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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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