Tag: Sweet Financial Partners

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Chapter 10: Know Your Worth (Ep. 79)

Chapter 10: Know Your Worth (Ep. 79)

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What does it really mean to live your best life in retirement?

Join Bryan Sweet as he dives into the final chapter of our audiobook, Dream Architecture: Build a Retirement Beyond What’s Possible. This episode goes beyond numbers and retirement statistics to explore how a strong sense of self-worth can transform your retirement journey. Discover how you can shift your mindset to focus on what truly matters—living richly rather than dying rich.

This chapter covers: 

  • Self-worth and its connection to achieving your biggest dreams (02:34)
  • Shifting the retirement focus from money to life fulfillment (05:20)
  • Creating positive momentum through tiny habits (14:10)
  • 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 Eight: Turning Your Dreams Into Reality (Ep.77)

Chapter Eight: Turning Your Dreams Into Reality (Ep.77)

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What if retirement wasn’t just about slowing down, but rather speeding up to live out the dreams you’ve always had?

Join Bryan Sweet, CLU®, ChFC®, as he reveals key strategies to build confidence in your financial future. Through smart planning and a focus on what truly matters, he’ll help you create a fulfilling and secure retirement.

With insights from Dan Sullivan and Dr. Benjamin P. Hardy, Bryan challenges the common notion of retirement being a slow phase and instead portrays it as an exciting time to pursue significant life goals. Whether it’s opening a new business or traveling the globe, it’s never too late to dream big and plan wisely.

Key highlights in this chapter include:

  • How focusing on life goals complements financial planning [00:01:00]
  • The pitfalls of early retirement without proper planning [00:03:00]
  • Harnessing the power of planning and achieving small wins [00:08:00]
  • Strategies to build self-confidence and avoid comparing yourself to others [00:14:00]
  • 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 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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